A) Home

After you sign in to the workstation, the home page appears. This shows a list of open checks and access to a few other areas of the POS.

1.Search - look for checks by employee, check name, or total. 

2. View Check - Click the View Check icon at the end of each check line to view check details.

3. Header - Sort check details by tapping column headers. A yellow line appears beneath the column that is being sorted.

4. Checks - Click the check line to open a check. View details such as the check name and number, total, and employee. Click the View Check icon at the end of each check line to view check details.

5. Begin a check
When you start a check using the Begin Check function the workstation automatically generates check numbers in numerical order.

• Sign into the point of sale with your ID number.
• Select Begin Check to continue and start adding menu items to the check.

6. Begin Fast Transaction

Click Begin Fast Transaction to have the workstation automatically generate the next check number and move to the Transaction page.
Starting a check or amending an existing check will take the user to the Bar transaction page.

7. POS Functions - Access non-check functions using POS Functions. For example, complete cash drawer operations and printing operations. See these detailed below. 

8. Manager Procedures - Access functions such as edit menu items and edit menu item availability using Manager Procedures.

From this screen a user can begin a check or begin a fast transaction.  Across the bottom are buttons that offer quick access to POS Functions (see below), POS Reports and Manager Procedures.

9. Sign Out - Return to the Sign In page using Sign Out.

B) Transaction Page

1.Check detail - View check details, such as the date and time, menu items on the check, and total due. Click the drop-down arrow in the header to view the check number and employee.

2. Guests - Select + and – to change the number of guests on the bar check. When you select + and the guest count is at 9 (the maximum value allowed), the number rolls to 1.
To use the guest count number pad to enter a larger number of guests, click Guest, enter the number, and then click OK.
The maximum number of guests is 9999.

3. Order type - Select the order type to change the value. In the image example, click Dine In to change the order type to another (such as Delivery).

4. Family groups - Select a family group to see all available menu items assigned to a specific category (for example, Liquor or Coffee). Menu item buttons and the family group button are the same color, which cannot be changed. 

5. Menu items - Select a menu item to add it to the check. 
 

• Add a condiment to a menu item

Select a menu item that has required condiment groups (for example, Beef Burger). The Condiment Orderer tabs appear.

Select a required condiment. When the group is fulfilled, a green check appears and the Condiment Orderer automatically goes to the second tab, and so on until you have selected the required number of condiments from all tabs.
You can also manually select the tabs; this stops the Condiment Orderer from automatically advancing through the tabs. The Previous and Next buttons help with navigation. While in the Condiment Orderer, the selected condiments appear in the check detail area.

6. Payment buttons - Payment buttons (for example $10.00) are set by default. They are referred to as Quick Payments. More payments can be configured to appear in the Other Payments menu.

7. Discounts and Service Charges - Apply a discount or service charge to a check

8. Transaction Functions - Access additional functions that you can use while in a check.

9. Cancel Transaction - Cancel the current transaction and return to the Home page.

10. Print - Print a check.

11. Send - Send menu items to the kitchen.

C) Transaction Functions

While in a bar transaction, restaurant staff can perform voids, use various operations on the check, and apply taxes and service charges to the check.

1. Void a check
You can use the Void Check function to void all detail lines on a check for previous rounds.

• Pick up a check. Click Transaction Functions and Void Check.
• Select the reason for the void from the list. The check detail area appears blank.

2. Void an item
Perform one of the following to void a menu item:

• Using gestures, select the menu item to void in the check detail area, and then swipe right or left on the item description. An Item Voided message appears briefly.
• or select the menu item to void in the check detail area, click Transaction Functions or and then click Void Item. 

3. Return Item
A return may be required for various reasons, such as when the wrong item was ordered, the guest changed their mind, an item is cold rather than hot, an order is spilled or is out of stock. 
This function takes the check into a Return mode, but only allows the return of one item; the Transaction Return function allows multiple returns until the Return mode is deselected.
The Return Item function is used for items that were already sent to the kitchen.
If the menu item was not yet sent, then you can simply use the Void item (in the Transactions Functions menu) operation which just removes the item from the check.

• Select a check or begin a new check. Click Transaction Functions. 
• Without selecting any item from the list, click on Return Item functionality, this will mark your check with a Return banner above the check detail. 
• Then add an item from the menu. The menu item added to the check is considered a return. The returned menu item shows a negative quantity in the check detail area. 
• Select from the default reason for the return.

 Please be aware that when you select an item, the Return mode is switched off.

4. Transaction Return
The Transaction Return function takes the check into a Return mode, like the Return Item function. However, Transaction Return allows multiple returns until the Return mode is deselected. Return Item only allows the return of one item.

• Pick up a check or begin a new check.
• Click Transaction Functions and then Transaction Return. A Return mode banner appears above the check detail.
• Select from the default reason from the list for the return.
• All menu items added to the check after this point are considered returns and show as a negative quantity on the check. If you click Transaction Return again, the Return mode stops.

5. Cancel a transaction
You can use the Cancel Transaction function to cancel a check if it has not been sent (service totaled). It only cancels new menu items on a sent check. The check is left open.

• The Cancel Transaction button is on the Transaction Function menu. Click Cancel Transaction to cancel the transaction, and then click Yes to confirm.

6. Add/Transfer check
You can use the Add/Transfer Check function to transfer one check to another check. When transferring checks, both checks must have the same Order Type or Order Channel assigned.
 

• Pick up a check or begin a new check. This will be the final destination check.
• Click Transaction Functions and then click Add/Transfer Check.
• To view regular checks, click Regular Checks. To view future checks, click Future Checks.
• Select the transferring check from the list. The check detail area shows the combined checks. The Home page shows only one check, which is the final destination check.

7. Split a check
In Bar operations you can use the Split Check function after sending a check to separate the check by menu item so that customers can pay for the items they consumed. The splits are not equal. You can transfer portions of a guest check detail to a new check, which is then assigned its own check number. The new check can be modified independently from the original check.

• Click Transaction Functions and click Split Check.
• Select one or more menu items.
• Click the check to move the item or items to.
• To add more checks, click Add Check.
• To share a menu item click Share Item.
• To deselect multiple menu items, click Clear Selection.
• To remove the last menu item split, click Remove Last Split.

8. Change a check name
As long as the check is open its name can be changed. 

• Sign into the Workstation using your employee ID. 
• Begin a new check or pick up an existing check. Then select Transaction Functions found on the right-hand side of the screen.
• Select Change check name to continue.
• Enter the new check name on the keypad then select OK to proceed.
  Now if you go back to the homepage, you will see the new check name represented in the check detail area.

9. Reprint Credit Voucher
You can use this function to reprint a credit card voucher that needs to be signed by the customer. 
To print a credit card voucher, click Transaction Functions, and then click Reprint Credit Voucher.

10. Reorder items
You can use the Reorder Items function to sell menu items on the check again. This saves time if a guest asks for the same item again (for example, customers want to order another appetizer of the same kind that they had before or perhaps reorder another round of drinks).

• Sign into the Workstation using your employee ID. Click Transaction Functions.
• Click Reorder Items.
• In the Select Items to Reorder dialog, select the menu items to be ordered again, and then click Reorder. Once you select an item it will be highlighted in blue, and a checkmark will be on the right-hand side. When you have selected all the items necessary select reorder to continue. 
• Navigate back to the transaction page and send the check to send them to the kitchen for production.
   

11. Tax Exempt
You can use the Tax Exempt function to change the highlighted menu item on the check to be free from tax.

• Click Transaction Functions and then Tax Exempt. The check detail area shows the updated Tax Total.
• Select the option again to reapply the tax. You may be required to enter a description of the tax.
   

12. Tax Exempt All 
You can use the Tax Exempt All function to change all menu items on the check to be free from tax.

• Click Transaction Functions and then Tax Exempt All. The check detail area shows no Tax Total.
• Select the option again to reapply the tax. You may be required to enter a description of the tax.

Continue to explore the POS system by learning what operation can a server perform in a table service-type restaurant. 

D) POS Functions

1. Assign a cash drawer

• Log into the Workstation using your employee ID and then select Manager Procedures button located on the bottom right of the check screen.
• Select POS Functions from the tabs above
• Select Assign Cash Drawer.
• Confirm your selection to assign the cash drawer. 
   

2. Unassign a cash drawer

• Log into the Workstation using your employee ID and then select Manager Procedures button located on the bottom right of the check screen.
• Select POS Functions from the tabs above.
• Select Unassign Cash Drawer.
• Confirm your selection and select YES to continue. 
• Enter your Employee ID and select Continue. 

3. No Sale

The No Sale operation allows a privileged workstation operator to open the cash drawer outside of a transaction without performing other operations. The workstation operator typically uses this function key to make change for a customer.

• Click No Sale.
• Enter the employee ID number, and then click OK.

4. Adjust Closed Check

After a check has been closed you can adjust it within 7 days. When you adjust a closed check, the check remains closed, you do not reopen it and you cannot change the menu items. You can only adjust the gratuity, payments, for example voiding a payment, or the guest count. 
You need to have the appropriate privileges to perform this operation. 

• Log into the Workstation using your employee ID and then select Manager Procedures button located on the bottom right of the check screen.
• Select POS Functions from the tabs above. Next select Adjust Closed Check.
• Enter the check number and select OK. 

• Review the details about the check you are trying to adjust and if it is indeed the right check select OK.
• In the transaction page where you will be routed, you will see the check details in the check detail area. And you can now change the gratuity, payment as needed.

5. Reopen Closed Check

After a check has been closed, you can reopen it in the current business day. Only checks for the current business day can be reopened or reprinted.

• Log into the Workstation using your employee ID and then select Manager Procedures button located on the bottom right of the check screen.
• Select POS Functions from the tabs above. Next select Reopen Closed Check.
• Select the check from the list.
• Pay the check with a new tender type or select the original payment tender.

6. Reprint Closed Check 
The Reprint Closed Check function lets you reprint the check for a closed transaction in the current or previous business dates.

• Log into the Workstation using your employee ID and then select Manager Procedures button located on the bottom right of the check screen.
• Select POS Functions from the tabs above. Next select Reprint Closed Check.
• Select the check to print, and then click Print. 
  If multiple printers are available, you are prompted to select the printer.

7. Reprint Previous Closed Check

The Reprint Previous Closed Check function lets you reprint a receipt for the last closed check.

• Log into the Workstation using your employee ID and then select Manager Procedures button located on the bottom right of the check screen.
• Select POS Functions from the tabs above. Next select Reprint Previous Closed Check.
• If multiple printers are available, you are prompted to select the printer. Click Print.

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The restaurant POS system is coming soon to US restaurants.