Tabs User Guidexeniosllc.s3.amazonaws.com/XeniosWeb/2TouchPOS/Documentatio… · Xenios LLC @2013...
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2013 Xenios LLC 82 Saint Paul Street Rochester, NY 14604 Phone 585.325.5242 • Fax 585.325.6989 2TouchPOS Tabs User Guide
Transcript of Tabs User Guidexeniosllc.s3.amazonaws.com/XeniosWeb/2TouchPOS/Documentatio… · Xenios LLC @2013...
2013 Xenios LLC
82 Saint Paul Street
Rochester, NY 14604
Phone 585.325.5242 • Fax 585.325.6989
2TouchPOS Tabs User Guide
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Contents
About this Document ...................................................................................................................... 3
Clock in & out and Log in .......................................................................................................... 4
Taking an Order .......................................................................................................................... 6
Starting a New Tab ..................................................................................................................... 7
Opening a Tab ............................................................................................................................. 8
Last Round Ordering................................................................................................................... 9
Re-Ordering Menu Items .......................................................................................................... 10
Putting Items on Hold from a Tab ............................................................................................ 10
Releasing Items from a Tab ...................................................................................................... 11
Deleting Sent Menu Items ........................................................................................................ 11
Attaching Credit Card ............................................................................................................... 12
Transfer Tab(s) to another Employee ....................................................................................... 13
Transfer Tab to Table................................................................................................................ 13
Split Tab .................................................................................................................................... 15
Combine Tabs ........................................................................................................................... 16
Applying Tax Exempt ............................................................................................................... 17
Add Gratuity ............................................................................................................................. 18
Printing Tab .............................................................................................................................. 19
Adjusting Credit Card Tips ....................................................................................................... 20
Comp/Voids .............................................................................................................................. 21
Payment Options ....................................................................................................................... 24
Option 1 ................................................................................................................................ 24
Option 2 ................................................................................................................................ 24
Splitting a Payment ................................................................................................................... 25
Re-Opening a Check or Tab & Voiding a Payment ................................................................. 26
Cash in Drawer Report.............................................................................................................. 28
Bartender End of Shift .............................................................................................................. 29
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About this Document
This document was written for 2TouchPOS version 3.03.4900.
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Clock in & out and Log in Option 1
Employee Code
Clock in & out and Log in 1. From the clock in/out screen, touch “Clock In” button.
2. Enter your employee code. Note: If an employee tries to log in, without being clocked in, 2TouchPOS will notify employee
they are not clocked in and would they like to clock in?
Log In 1. Re-enter employee code.
2. Touch “Log In” button.
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Option 2
Employee Badge
Clock in/out 1. From the clock in/out & login screen, touch “Clock in” button, then swipe the employee badge.
2TouchPOS will notify employee they have been clocked in or clocked out.
Note: If an employee tries to log in, without being clocked in, 2TouchPOS will
notify employee they are not clocked in and would they like to clock in? 2. Swipe your employee again, touch “Login” button.
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Log in 1. Swipe employee badge
Option 3
Bio-Metric Reader 1. Place your index finger on bio-metric reader to clock in & out.
Log in 1. Place your index finger on bio-metric reader to clock in & out.
Taking an Order 1. From an empty speed screen, enter customers order.
2. If a customer is paying with a credit card, then swipe the customer’s credit card.
2TouchPOS directs you to new tab screen. Customers name will automatically be filled
into the “Enter Description for Tab” box. Touch “Send” button.
3. If a customer is NOT paying with a credit card, follow step 1, then touch “New Tabs”
button and fill in “Enter Description for Tab” box with customer’s name. Touch
“Send” button.
4. Fast Cash Option
a. Enter customer’s order, touch “Fast Cash” button.
5. Touch “Send” button.
.
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Starting a New Tab 1. From an empty speed screen, enter customer’s order.
2. If a customer is paying with a credit card, then swipe the customer’s credit card.
2TouchPOS directs you to new tab screen. Customers name will automatically be filled
into the “Enter Description for Tab” box.
3. If a customer is not using a credit card, follow step 1, then touch “New Tab” button and fill in
“Enter Description for Tab” box.
4. Touch “Send” Button.
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New Tab Created for Joe Smith
Opening a Tab 1. From an empty speed screen, touch “Tabs” button.
2. Select a tab, then touch “Open” button.
3. Add additional menu item(s), then touch “Send” button.
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Last Round Ordering 1. From an empty speed screen, touch “Tabs” button.
2. Select tab, then touch “Last Round” button.
3. Touch “Send” button.
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Re-Ordering Menu Items 1. From an empty speed screen, touch “Tabs” button.
2. Select a tab, and then select specific menu item(s) to be re-ordered.
3. Touch “Send” button.
Putting Items on Hold from a Tab 1. From an empty speed screen, touch “Tab” button, select a “Tab”, touch “Open” button.
2. Touch “Order Options” button located underneath ticket.
3. Select the menu items that need to be held, then touch “Hold” button.
4. Touch the “Back” and “Send” buttons.
Note: To hold entire order, follow steps 1 & 2, underneath ticket, touch “Select All” button,
then touch “Hold Items” button.
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Releasing Items from a Tab 1. From an empty speed screen, touch “Tab”, select the customer tab”, touch “Open Tab” buttons.
2. Touch “Order Options” button located underneath ticket.
3. Select the items that need to be released, then touch “Release Items” button.
4. Press the “Back” and “Send” buttons.
Note: To release an entire order, follow steps 1 & 2, underneath ticket, touch “Select All”
button, then touch “Release Items” button.
Deleting Sent Menu Items 1. From an empty speed screen, touch “Tabs” button, Select a Tab, touch “Open” button.
2. Select menu item(s) for deletion. (Manger’s approval maybe needed).
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3. Touch “Delete” button, choose one of the following, transfer to “Comp Tab”, “Spill Tab” or
“Return to Inventory” buttons.
Attaching Credit Card 1. From an empty speed screen, touch “Tabs” button.
2. Select Tab, touch “Options” then “Attach Credit Card” buttons.
3. Swipe customer’s credit card.
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Transfer Tab(s) to another Employee 1. From an empty speed screen, touch “Tabs” button.
2. Select tab, then touch “Transfer Tab(s)” button.
3. Select clocked in employee, then touch “Select” button.
Transfer Tab to Table 1. From an empty speed screen, touch “Tabs” button. Select a Tab and touch “Options”
button.
2. Select tab, then touch “Transfer to Table” button.
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3. Select a Table Number, and then touch “Save” button.
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Split Tab 1. From an empty speed screen, touch “Tabs” button.
2. Select tab, then touch “Split Tab” button.
3. Transferring single menu items (1 Pin Guinness DFT and Yuengling Lager)
a. Select menu items to be transferred to another tab, touch “Transfer All” button.
4. Transferring multiple single menu items (splitting 4 bud lights) to another tab, touch
“Transfer Quantity” button.
5. Touch “Save” button.
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Combine Tabs 1. From an empty speed screen, touch “Tabs” button.
2. Select tabs to be combined, then touch “Combine Tabs” button.
3. Select a tab (all other tabs will be combined under this tab), touch “Select” button.
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Applying Tax Exempt Often food menu items are eligible for tax exemption. Beverages, such as liquor and beer are not tax
exempt.
1. Enter the customer’s order, at the time of payment:
a. From an empty Speed screen, touch “Tabs” button, select a Tab, Touch “Tabs”,
“Options”, and “Tax Exempt” buttons, then select Customer.
Note: A customer needs to have a customer account to use the tax exempt feature with
the actual tax exempt number filled in on the advanced page of the customer account.
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Add Gratuity 1. From an empty speed screen, touch “Tabs” button.
2. Select a tab, then touch “Add Gratuity” button.
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Printing Tab 1. From an empty speed screen, touch “Tabs” button.
2. Select tab(s), then touch “Print Tab(s)” button.
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Adjusting Credit Card Tips 1. From an empty Speed Screen (If left blank, that employee will lose their tip).
a. Touch “Payment” button, located in the lower right of the screen.
b. Touch “Adjust Tips” button located in the upper right hand corner.
2. Select the correct credit card transaction and enter the tip amount.
Note: Repeat step 2 as needed for any/all credit card transactions that need to be
adjusted.
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3. Touch “Save” button located in the lower right hand corner.
a. If a button appears asking whether you want to post your tips, press the “No” button.
If you press the “Yes” button, you will not be able to readjust tips that were on the screen.
Comp/Voids Option 1 – Comp Entire Tab
1. From an empty speed screen, touch “Tabs” button.
2. Select and highlight an open Tab and Comp Tab.
3. Select all menu items
4. Touch “Combine Tabs” button.
5. Select a Reason for Comp.
6. Touch “Select” button.
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Option 2 – Comp Individual Menu Items
1. From an empty speed screen, touch “Tabs” button.
2. Select and highlight an open Tab.
3. Touch “Open” button.
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4. Select menu items for comp/void.
5. Touch “Delete” button.
6. Select a “Void Option” button.
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Payment Options Option 1
Cash, Credit Cards, Groupon, Customer Account, Gift Certificate, Coupon, Foreign Currency,
and Loyalty & Rewards
7. From an empty speed screen, touch “Tabs” button.
8. Select tab, then touch “Payments” button.
9. Select payment methods.
a. Cash Payment – Enter Cash Amount, touch “Ok’ button.
b. Check Payment – Enter amount of check.
c. Credit Card Payment – Swipe Customer’s Credit Card.
d. Customer Account – Swipe Customer’s Customer Account Card or Select
Customer Account.
Option 2
1. From an empty speed screen, enter customer’s order
2. Touch “Fast Cash” button.
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Splitting a Payment 1. From empty speed screen, touch “Tabs” button. Select and highlight tab.
2. A payment can be split by 1/2, 1/3, 1/4, or 1/N (any number of ways a customer would
like a tab payment split). Select Split mode, then select payment method (cash ect).
Follow Step 2’s, a, b, c, or d payment methods.
3. Select method of payment.
a. Cash Payment – Enter Cash Amount, touch “Ok’ button.
b. Check Payment – Enter amount of check.
c. Credit Card Payment – Swipe Customer’s Credit Card.
d. Customer Account – Swipe Customer’s Customer Account Card or Select
Customer Account.
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Re-Opening a Check or Tab & Voiding a Payment 1. From an empty speed screen, touch “Options” button.
2. Touch “Re-Open Check” button.
3. Select employee and/or station (if known).
4. Touch “Load” button.
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5. Select the check you need to re-open, touch “View Details” button.
6. Touch “Open” button – If you touch NO for keep payments, this will VOID all the
payment(s) and credit cards that have been applied to that check and send that check back to
an open order.
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Cash in Drawer Report 1. From an empty speed screen, touch “Options” button.
2. Touch “Reports” button.
Note: The Cash in Drawer Report can be found under to different sections,
Favorites or Daily.
3. If Cash in Drawer Report is under favorites, touch “Cash in Drawer Report” button.
4. If Cash in Drawer Report is under Daily, Touch “Daily” button. Touch “Cash in Drawer
Report” button.
5. Touch “Run” button. Enter starting cash amount, then touch “Ok” button.
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6. Select and highlight server name, then touch “Ok” button.
7. Print, Email Report, or Save Report to File, then touch “Close” button.
8. Reset cash in drawer amount, touch “Yes” button.
Bartender End of Shift 1. Make sure all Tabs have been closed:
a. From an Empty Speed Screen, touch “Tabs” button, select the open tab, touch
“Payments” button. Process customer’s payment.
2. Make sure all tips have been adjusted: (If tips are left blank, the bartender will lose their tip).
a. From an empty speed screen, touch “Payments” button, touch “Adjust Tips” button,
select appropriate ticket, enter tip amount, touch “Save” and “Close” buttons. (Repeat
this step of all tips that need to be adjusted).
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3. Make sure all money and reports has been collected from employees: a. Bartenders run the Cash in Drawer Report.
i. Touch “Options” button, touch “Reports” button, touch either “Favorites” or
“Daily” button and “touch “Cash in Drawer Report” button, touch “Run”
button, enter starting cash amount, then print, email or save report button. Touch
“Close” button.
ii. You will be prompted “Reset Cash in Drawer Amount?” If you touch “Yes”
button, then the drawer will be ready for the next shift and ready to be initialized.
4. Logout & Clock Out.
