Xenios, llc

82 Saint Paul St.

Rochester, NY 14604

Phone 585.325.5242 • Fax 585.325.6989

2TouchPOS System Setup Workbook

Xenios, llc @2009 Page 2

Table of Contents

About this Document .................................................................................. 3

Production Schedule .................................................................................. 4

About the Production Phase ................................................................................. 4

Key Dates ............................................................................................................. 4

Production Overview ............................................................................................. 5

Broadband Internet Access ........................................................................ 6

Time Warner Business Class ................................................................................ 6

Credit Card Processing .............................................................................. 8

Mercury Payment Systems ................................................................................... 8

Business Profile .................................................................................................................. 8

Menu Build Workbook .............................................................................. 11

Terminology ........................................................................................................ 11

Menu Build - Kitchen Requisitions ...................................................................... 12

Menu Build – Core Items & Pricing ..................................................................... 13

Departments and Categories ............................................................................................ 13

Pricing ............................................................................................................................... 14

Menu Items ....................................................................................................................... 15

Menu Build – Modifiers ....................................................................................... 16

Modifiers ........................................................................................................................... 16

Modifier Groups ................................................................................................................ 16

Modifier Group Layout ...................................................................................................... 17

Speed Screen Setup ........................................................................................... 18

Speed Menu ..................................................................................................................... 19

Speed Category Bar ......................................................................................................... 20

Pricing Specials, Discounts, Coupons ................................................................ 21

Days and Times ................................................................................................................ 21

Items on Special (Special Pricing) .................................................................................... 21

Employee Setup ....................................................................................... 22

Job Descriptions ................................................................................................. 22

Employees .......................................................................................................... 22

Employee Setup Quick Reference ...................................................................... 22

Graphical Table Management .................................................................. 23

Table Management Setup Quick Reference ....................................................... 23

Screen Saver Logo ................................................................................... 24

Receipt Layout ......................................................................................... 25

Header Info ......................................................................................................... 25

Footer Info .......................................................................................................... 25

Quick Reference Instructions .............................................................................. 25

Xenios, llc @2009 Page 3

About this Document

We’ve compiled a set of worksheets and instructions to guide the set up and customizing 2TouchPOS for your establishment.

This document was written for 2TouchPOS version 3.02.0025.

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Production Schedule

About the Production Phase

We defined the production phase as a two week time frame immediately proceeding the installation date. The following table provides a high level overview of when the production phase occurs and what is accomplished during the production phase.

Phase Activities

Pre Production Arrange for Broadband Internet Access, Gather Menu Information

2 Production Weeks Menu Build, Employees, Permissions, & System Settings

Operation Live Operations: Installation, Staff and Admin Training, Go Live Support

Key Dates

The first day of Operations is the key date. The first day of operations is when the system will be installed and likely the day you will start operations with 2Touch. We require this date to be:

On or after your internet access is installed. We will require you to have a promised install date from your provider before we will schedule an install date.

Your environment must be ready. o Sufficient electric outlets installed per code must be available. o Your network runs must be complete and tested. o Your physical build out must be complete (at least where the point of sale components are

to be placed). We also highly recommend this date be one of your slower business days or a soft go live event.

You will have many other considerations such as staff availability and your ability to provide the needed menu and system information.

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Production Overview

The production will start two weeks prior to the install date. The following table outlines the production activities on a per day basis. You will need to provide the information needed to complete the daily topic on that day.

Phase Activities

Pre Production

Gather Menu, Modifiers, Pricing

Broadband Internet Access Installed or Date promised from Provider

Credit Card Processing

Production 1 2 3 4 5

Menu Build – Requisitions

Menu Build – core items & pricing

Menu Build – Modifiers

Menu Build – Pricing Specials, Discounts, Coupons

Speed Screen Layout

8 9 10 11 12

Employees & Permissions

Credit Card Configuration

Graphical Table Management

Screen Saver Logo

Receipt Layout

Operation 15

Installation, Staff and Admin Training, Go Live Support

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Broadband Internet Access

If you haven’t reviewed our Broadband Deployment Options, please ask for a copy. We have outlined recommended network scenarios, general bandwidth requirements, and environmental considerations.

Our customers have equal success with most DSL and Broadband providers.

Time Warner Business Class

We have a partnership Time Warner for New York. You can get a personalized consultation for products compatible with 2TouchPOS. Fill out the following form to get started.

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EXHIBIT B

TARGET REGISTRATION FORM

Date:_________________________ Agent:__Xenios_LLC____

Business Name:_____________________________________________

Street Address:______________________________________________

Zip Code:___________________________________________________

Contact Name:_______________________________________________

Phone:______________________________________________________

Proposed Services:___________________________________________

Send Target Registration form to :Twcagentorders@twcable.com

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Credit Card Processing

Mercury Payment Systems

Our preferred credit card processor is Mercury. They offer many advantages such as:

Free enrollment

Free 24x7 Support

Fast 2-3 second transaction processing

Excellent uptime with stand-in authorization

Free Real Time Web Reporting

PCI Compliance

No extra applications to purchase or install

Next Day Funding Available

Business Profile

Please submit the following Mercury Business Profile to Mercury to get started. The personal information you supply will be used for the purpose of qualifying you as a merchant account by Mercury Payment Systems. You can be authorized and setup with Mercury in a few days.

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Please Note: The personal information you supply will be used for the purpose of qualifying you as a merchant account by Mercury Payment Systems. This information is held in the strictest confidence and is never sold, rented, or shared with any other business or third party.

Business/DBA Name*: ______________________________ Legal Business Name*:_______________________________

Street Address: ___________________________________ Address*:__________________________________________

_________________________________________________ __________________________________________________

City: ____________________ State: ___ Zip*: __________ City: ___________________ State: ___ Zip*:_____________

Phone*: _______________ Fax: ______________________ Phone*: ________________ Fax: ______________________

Primary DBA Contact: ______________________________ Primary Legal Contact: _______________________________

Email Address*: ___________________________________ Email Address*: ____________________________________

Cell Phone Number: ________________________________ Cell Phone Number: _________________________________

Statement Address: Use DBA Use Legal

Owner/Officer Name*: _____________________________ Email Address*: ____________________________________

Social Security Number: ____________________________ Date of Birth*: _____________________________________

Home Address*: ________________________________ City: ___________________ State: ____ Zip*: _______________

Years at Address: __________ Your home: Own Rent Home Phone: ____________________

* required fields (Continued on next page.)

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Business Type: Sole Proprietor Partnership Corporation LLC Tax Exempt

Product or Service Sold*: ________________________ Federal Tax ID #: _________________________________

Cards Swiped: _____% Manually Keyed with Imprinter: _____% Mail Order/ Phone/ Internet: _____%

Annual Visa/MC/Discover Sales: $______________ Average Ticket: $___________Total Number of Locations:_________

Years Business Owned: _____________ Hours of Operation: _______________________________

Projected Processing Date*: _______________________

Application for the following credit cards:

Visa/ MasterCard/ Discover JCB

Debit (w/Pin pad) EBT - FNS#:__________________________________(7digits)

American Express Existing AMEX merchant number:_________________________________(10 digits)

Would you like the application Faxed or E-mailed? Enter FAX or E-mail: ______________________________________

What is the best way to contact you? DBA Phone Cell Phone E-mail

* required fields

Your Dealer’s Information

Dealership Name: _Xenios LLC______________________________________________________________

Dealership Address: _82 Saint Paul St, Rochester, NY 14603__ E-mail: _______________________________

Dealer Name / Primary Contact: __Alyssa Hedges___________________________________________________________

Dealer Phone: __585 325-5242 x207__________________________ Dealer Fax: ___________________________________

Point of Sale System: ____2TouchPOS____________________________ Version: _______________________

Please return this Business Profile:

Fax: 970-385-2736 Attn: Josh Cahalan

Email: jcahalan@mercurypay.com

Xenios, llc @2009 Page 11

Menu Build Workbook

Terminology

Term Description

DEPARTMENT A Main Menu Group.

Example: Beer, Beverage, Food, Liquor, Wine.

CATEGORY Department broken down into Sub Groups.

Example: If Food is the Department, then Categories might be Appetizer, Soup, Salad, Sandwiches, Entrees, Desserts.

MENU ITEM An item on the menu.

Example: Cheeseburger is a menu item.

MODIFIER GROUP Additional information that the server would need to ask depending upon the type of item being ordered.

Example: If the menu item is a steak, then one of the modifier groups for that menu item would be Cook Temperature.

MODIFIER These are the individual items within each Modifier Group.

Example: If the Modifier Group is Cook Temperature, the Modifiers are Rare, Medium Rare, Medium, Medium Well and Well.

FORCED MODIFIER Means that when the Menu Item is ordered, the Modifier Group will automatically display and force a selection before continuing with the order.

Example: If someone orders a steak, the Cook Temperature Modifier Group would be a forced modifier.

OPTIONAL MODIFIER

Means that when the Menu Item is ordered, the Modifier Group will automatically display, but a selection is optional. Example: If someone orders a hamburger, the Food Modifier Group would need to be an optional modifier.

PRICING LEVEL Pricing levels indicate the volumes at which a menu item can be sold. Classic examples are a cup or bowl of soup, a pint or pitcher of draft beer, and a small or large fountain drink.

PRICING GROUP Pricing groups allow you to setup pricing for a group of menu items.

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Menu Build - Kitchen Requisitions

Kitchen Printer Name or Display Name General Use (Fried foods, Cold Items, etc.)

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Menu Build – Core Items & Pricing

Departments and Categories

After reviewing the starter build, note department and category changes here.

Department Categories Pricing Strategy

Name:

Default Requisition:

Name:

Default Modifier Group:

Course:

Tax Can Be Exempted:

Name:

Default Requisition:

Name:

Default Modifier Group:

Course:

Tax Can Be Exempted:

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Pricing

Pricing a menu item can be specified by either naming a pricing group or choosing custom pricing. If the item follows a pricing group, write the group name below ‘Group Name’. If you chose custom and the item does not have pricing levels, write the price below ‘Custom’. If the menu item has pricing levels, write the name of the pricing level below ‘Custom’ followed by the name of each level and the item’s price at that level.

P R I C I N G L E V E L S

After reviewing the starter build, note pricing level changes here.

Level Levels

Name: Name: 3 Letter Abbreviation:

Name: 3 Letter Abbreviation:

Name: 3 Letter Abbreviation:

Name: Name: 3 Letter Abbreviation:

Name: 3 Letter Abbreviation:

Name: 3 Letter Abbreviation:

P R I C I N G G R O U P

After reviewing the starter build, note pricing group changes here.

Group Pricing List the price or pricing level, level, and price

Tax

Name: Price Includes Tax: Yes No

Applicable Taxes:

Name: Price Includes Tax: Yes No

Applicable Taxes:

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Menu Items

Menu Item Department & Category

Pricing Kitchen Requisition(s)

Modifiers

Name:

Department:

Category:

Group Name:

Custom:

Group:

Auto Display: Yes No

Min Selections:

Max Selections:

Group:

Auto Display: Yes No

Minimum Selections:

Maximum Selections:

Name:

Department:

Category:

Group Name:

Custom:

Group:

Auto Display: Yes No

Min Selections:

Max Selections:

Group:

Auto Display: Yes No

Minimum Selections:

Maximum Selections:

Name:

Department:

Category:

Group Name:

Custom:

Group:

Auto Display: Yes No

Min Selections:

Max Selections:

Group:

Auto Display: Yes No

Minimum Selections:

Maximum Selections:

Name:

Department:

Category:

Group Name:

Custom:

Group:

Auto Display: Yes No

Min Selections:

Max Selections:

Group:

Auto Display: Yes No

Minimum Selections:

Maximum Selections:

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Menu Build – Modifiers

Modifiers

Revisit the above menu item table. For each modifier group that applies to the menu item, write the name of the modifier group next to or below ‘Group’.

Circle yes if the modifier group should automatically be displayed when the item is ordered. For example, you’d want to automatically display the modifiers for cook temperature (rare, medium, and well-done) for a steak.

Enter the minimum and maximum number of modifiers appropriate for the menu item and modifier group. In our steak example, a minimum of 1 and maximum of 1 temperature should be chosen.

Modifier Groups

After reviewing the starter build, note modifier group changes here.

Modifier Group Name

Generally Applied To

Modifiers ($Add Price)

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Modifier Group Layout

Modifier groups are presented in alphabetical order until a layout is provided. Use the template below to plan customizing the layout of a modifier group. Write the name of the modifier and color on the button faces.

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Speed Screen Setup

The speed screen is the screen that your employees will see when they are entering a guests order. You can customize two sections of your speed screen: the Speed Menu and the Speed Category Bar.

The following worksheets will help you organize what needs to be changed to complete the system build for your establishment.

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Speed Menu

You can put your 40 most convenient buttons in the speed menu. Use the template below to note the menu departments, menu categories, menu items, and administrator options you want on the speed menu.

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Speed Category Bar

You can put your 40 most convenient menu departments and menu categories in the speed category bar. Refer to the template below and note the left most column with the ‘Speed Screen’ button on the top. This column is displayed at all times. You’ll want to put your 8 most used buttons in this left most column. The remainder of the buttons are displayed when the ‘<< More’ button is pressed.

Use the template below to note the menu departments and menu categories you want on the speed category bar.

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Pricing Specials, Discounts, Coupons

Days and Times

List which days and the time frame the special applies. For example, the pricing special ‘Happy Hour’ might run every day from 5 pm -7 pm. The pricing special ‘Friday Fish Fry’ might run Fridays from 6 pm – 10 pm.

Items on Special (Special Pricing)

The items on special can be specified by pricing group or by menu item. For the purposes of this worksheet, you can note the menu category as the group of items to be priced special. We will add all the items in the menu category when we create the actual special.

For each “Item on Special” note the special pricing.

If the menu items have pricing levels, specify which levels are on special and specify the pricing per level.

Name Days and Times Items on Special (Special Pricing)

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Employee Setup

This worksheet will help you collect the needed information to setup employees.

Job Descriptions

List job descriptions you need that are not in the starter build.

Job Description Closest Existing Job Description & How permissions are different

Settings

Base Pay Rate: _____________

Startup Screen: _____________

Use TimeClock: _____________

Declare Tips: ______________

Employees

Are you using Employee Badges? Yes No

Employee First and Last Name

Login Code (if not Badges) Job Description(s) Email Address (Reports)

Employee Setup Quick Reference

1) Log into your 2TouchPOS System

2) From the speed screen, navigate Options->Admin->Employee Setup->Employees

3) Select New

4) Enter the Employee’s First and Last Name

5) Select a Primary Job

6) Depending on your authenication method, you will do one or more of the following:

a. Enter a login code

b. Choose Advanced->Set Badge

c. Choose Advanced->Set Bio (Biometric Mag Readers Required)

7) Choose Save

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Graphical Table Management

On blank paper or through a computer program, diagram your seating sections. We generally recommend you use tab names for seating at the bar.

1) Draw each section separately. Write the name of the section on each drawing. 2) Draw each table. Write the name or number of the table on it. Indicate the typical number of seats.

Table Management Setup Quick Reference

1) Log into your 2TouchPOS System

2) From the speed screen, navigate Options->Admin->Table Management

3) Select New

4) Enter the Sections Name

5) Choose Save

6) Repeat steps 3 through 5 as needed.

7) Select Close

8) Select Tables

9) Select the appropriate Section in the Sections Drop Down

10) Select New

11) Enter the table name or number in Table Description

12) Enter the Seat Count

13) Choose Save

14) Repeat Steps 10 through 13 as needed.

15) Select Close.

16) Call XENIOS, LLC technical support to layout your new tables and sections.

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Screen Saver Logo

2TouchPOS displays a screen saver when no one is logged in and after it has been idle. By default, the screen saver shows the 2TouchPOS Logo and the XENIOS, LLC Logo. We can replace the XENIOS, LLC Logo with the logo for your establishment.

Logo Requirements:

Your logo must be a jpeg file (.jpg or .jpeg extension)

Logo Recommendations:

The screen saver shows your image on a black background. Your Logo will look best with a black

background or border.

Logo Size – too small won’t be visible, too large won’t float on the screen

Too Big – 512x384

Good – anywhere in between

Too Small – 256x192

Email your logo to techsupport@bturnkey.com

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Receipt Layout

You can customize the text that shows at the top (header) and bottom (footer) of your receipts.

Header Info

These lines appear at the top of the receipt. Each line is centered and can contain up to 35 charaters.

Header Line 1

Header Line 2

Header Line 3

Header Line 4

Header Line 5

Header Line 6

Footer Info

These lines appear at the bottom of the receipt. Each line is centered and can contain up to 35 charaters.

Footer Line 1

Footer Line 2

Footer Line 3

Footer Line 4

Footer Line 5

Footer Line 6

Quick Reference Instructions

1) Log into your 2TouchPOS System

2) From the speed screen, navigate Options->Admin->System Settings->Receipt Layout->Header/Footer

3) Enter the information above.

4) Choose Back->Save to save your work