HOSPITALITY TILL

Logging In

Login

Open the Hospitality Till application to log into the Till.

First enter the user code ID number and pass code ID number then click ok. These number are created from the hospitality admin on the employee's module under Employees Information's.

Or swipe your ID card by clicking on the swipe ID option this is also created under the same employees Information as describe above.

Or scan employee finger to log in the till on the biometric device. Once integrated employees will scan their finger to register their print to create the finger print login. This is also need to create from the retail admin software under the employee's module.

Notes: Both swipe ID reader cards and the employees biometric device need to be purchased beforehand creating each individual staffs logging IDs.

Clock In/ Clock Out

This option is used to clock employees in and out on the retail till software.

When logging the till the clock in/ out option is next to the ok button.

This module tracks the employee working hours.

User can both enter the swipe Id or user code and pass code.

Click ok after details are entered then the name will appear at the top of the screen.

If you are signing in, click sign in option.

If you are signing out, click sign out option.

If you have missed signing in/ signing out, adjust sign out details, this is for only privileged users not everyone can access this screen, the privileges can be set in the access rights of employees module.

After click on the close option to go back to log in the till.

Notes: In order for to get access to the clock in/out option, these ID numbers are created from the hospitality admin on the employees module under employees information. Then add the employee's details and add working hours

Sales screen

By default the sales screen will have the products menu listed down with the set prices under the hot key product option.

Use the arrows to look for the more product or menu if there is a big list of menu.

All categories menu list will be on top of the sales screen, the sub categories list in the middle and the items and set menu be listed down by colour choices.

To take an order you need to select from one of the type of order tab, bar, restaurant or take away before taking customer order.

Notes: These products will only be showing by default on the till sales screen only if these products or items with their barcode are added from the hospitality admin first-hand under on the products module under product then click on add.

Search

Here you can search product by bar code, name, product code, description or category.

Click on the search button to access the search tab then enter the first letter of the product name which an on screen tab will appear

Then click on the show stock to check the stock available. Select the product from the list.

Recipe

This option allow you to view each food ingredient and also print the ingredient.

First select the order type then take the food order select the product then click on recipe to view the ingredient or print it.

Notes: Food ingredient are added from the hospitality admin software from the product module when adding the menu there is a recipe details section

QTY/Quantity

Here you can add more quantity of the same order.

First select the drink or food.

Next select the drink that needs more quantity from the order then click on the qty tab of the order then enter quantity number from the pop up keypad then click ok.

The total price will automatically be calculated according to the quantity given

Notes

Here you can add some notes on the food or drink order receipt for the bartender or chef if there are some requests such as extra spicy, no milk, no salt or cheese etc.

First select the food order or drink.

Next select the order that needs to add the notes then click on the tab notes of the order.

Then type the request notes from the pop up keypad then click on add notes button first and then click on confirm button to add the notes.

You also have a choice to delete notes by clicking on delete button or close button to exit the notes tab.

Disc/ Discount Line

Here you can give discount on the customer order or products on a single item of the promotion choice.

First you select the order.

Next click the discount tab to give the discount number either as percentage or value from the keypad then select the discount reason and click ok to apply the discount.

The discount reason list are added from the hospitality admin software from the sales module.

Notes: To give a value discount click on the val button then type the amount and if it is a percentage select the % symbol. This option can also be restricted from the hospitality admin software from the employees' module on access right.

Overall Discount

Here you can give an overall discount on the customer orders or products on all order

First you select the order.

Next click the overall discount tab to give the discount number either as percentage or value from the keypad then select the discount reason and click ok to apply the discount.

The discount reason list are added from the hospitality admin software from the sales module.

Notes: To give a value discount click on the val button then type the amount and if it is a percentage select the % symbol. This option can also be restricted from the hospitality admin software from the employees' module on access right.

Send

This option will allow you to place customer order and send food or drinks to the kitchen printer or bar printer for you to have a copy of the order.

Unhold

Click on this option to select the placed order that have been send either to proceed payment or to add more orders.

All placed orders whether table, take away and tab/bar will be held.

You can also add more item on top of the customer order when you recall/select the order from the unhold button

Notes: To delete orders that are held you need to go to unhold select the order then click on void order. This need to be done for each order.

Void order

Click on this option to delete or void all the placed order then select the reason for voiding the order.

Void Line

Click on this option to delete order that was placed by mistakes one by one and then select the reason for voiding the order.

Notes: Both voids option reason are added from the hospitality admin software from the sales module

Order break

This option will allow you to separate drink and food order by line.

First take the drinks order then click on the order break button to separate this from the foods before you click send. This will be printed with line that separate the drinks and the food to facilitated the order for the bartender and the chef.

Orders Summary

Click on this option to view all orders summary taken you can also view it by date range;

click on the open order button to view all the placed orders.

click on the hold orders button to view all the orders that are still in held.

click on the paid orders button to view all transactions of each orders that have been paid.

click on the void orders button to view all voided or deleted orders.

click on the refund orders button to view the all refunded orders.

click on the transferred button to view all transferred table orders.

click on all button to view all orders summary and after viewing all order summary then click close button to exit the page.

Orders Notes

Here you can add the customer name when placing the order to facilitate the bar, tab and take away orders for you staff to easily find the placed order by name from the list of placed orders.

After selecting the customer food order then click on the orders notes to write the name of cutomer. A keypad will pop up to allow you to write the name then click enter to save the name.

Customer name alongside the food or drinks order will be printed out on the order receipt.

Notes: this option is not mandatory but it make it easier for employees to find the placed order from the unhold option .

Kitchen Message

Here you can send a kitchen reminder to the chef whenever customer are ready to eat their next order .i.e. main, desert, branch.

So the message need to be added from the hospitality admin software > sales module> kitchen message.

Once added by default you will have the message showing on the till .i.e. messages such main away, desert away, hurry up, chef is needed etc.

Notes: These message will be printed separately from the order because these messages are reminders. However if you want to send a message on the order use the notes option describe above.

Print Receipt

This option will print copy of receipt whenever needed.

Notes: Printer needs to be selected before printing the receipt. This need to be done from the till admin >> till setting.

Log out

Log out option will only log you out from the hospitality till whenever this is required.

To log out from the till to be on the normal desktop first you need to log out then click on exit to be on the desktop.

Before Placing Customer Order

Before taking any customer order or serving the customer depending on the order you click;

Tab button- food or drink orders.

Bar button- drinks orders.

Restaurant- table orders -table reservation - table transfer.

Takeaway- walk-in customer - customer detail.

Credit account customer- deposit payment- refund deposit.

Service Charge

Here you can add the service charge percentage on customer order or table. All service charge are will be included on the total bill.

You just need to double click on the service charge tab then enter the percentage number from the keypad.

Service charge can also be charge on some selective table order if your business have specials table.

Tables service charge are added from the hospitality admin software >> sales module>>table management.

Notes: Tables' service charge will always be applicable whenever these table are selected.

Gratuity

In case of gratuity or tips;

First click on the gratuity tab option before you proceed payment to enter the gratuity amount then press ok to apply the donation.

This will automatically be added to the total amount.

Tab order

Click on tab option, select the order number then place customer order i.e. food or drink.

Then click on the order notes to write customer name before clicking on send button.

Next click send button this will be printed out from the bar or kitchen printer.

When customer order is ready to be collected, call up the tab number order printed on the receipt to proceed customer payment and collection.

Payment

First click on the unhold button to recall the order.

Then click on the payment button to proceed payment.

Then select total amount due or choose from the notes or type the cash amount given then click on cash to take payment.

If change need to be given the till system will automatically tell you.

Or select the exact amount due if customer choose to pay by card then click on card button.

In case of gratuity or tips;

First click on the gratuity button from the payment option before you proceed payment to enter the gratuity amount then press ok to apply the donation.

This will automatically be added to the total amount then you can proceed payment.

Notes: All payment cash transaction, card transaction, gratuity, cheque transactions, voucher transactions, credit customer transactions and bank transfer will be recorded and reflected to the end of day module.

Bar order

Click on bar button to take a bar order and click on orders note to write customer name.

Take customer's drinks order if customer want 5 of the same drink i.e. Guinness click on the qty/quantity to enter 5 instead of selecting Guinness five times.

Next click send button this will be printed out from the bar printer.

Next select customer order from the list of placed orders from the hold order.

When customer order is ready to be collected.

Click on unhold button to recall the customer order from the list of placed order.

Then proceed customer payment.

Notes: Not all customer orders need to be send to the kitchen or bar printer. If customer decide to pay in the spot then just proceed payment after order are placed .

Restaurant

For table order click on restaurant to select the table, choose table number then click on confirm.

Next take the food and drink orders then click on send button to place the order

Order copy will be printed from the kitchen printer or bar printer.

Next click unhold to recall the customer order then select the table number from the list of placed orders.

You can also add more item on top of the customer order when you recall/select the order from the unhold button.

Next when customer is ready to pay click on payment button to proceed payment.

Notes: Click on the table then right click on the mouse and drag to organise or change the tables display. Also all tables' number, seats number, shapes and floor number are managed from the hospitality admin software>> sales module>> select table management.

Table reservations

To reserve a table click on the restaurant button then click on reservation without selecting a table.

Next add the customer name or;

Click on the account customer to select a customer from the customer list or add a new customer.

Add the phone number and notes for the reservation i.e. special occasions.

Select the number of people and add the booking date and time- for minutes click on the minute's box to add minutes.

Then click on book button to book table- several tables can be selected or booked.

Click on confirm customer button to save the booking.

Next you can also print all reservations by clicking on print reservation button.

In case of cancelling click on cancel reservation.

Tables reservation can also be rescheduled - change the dates and time or name then click on reschedule to book tables then click confirm customer to save it.

To search for all table reservations histories or present reservation - first select the date range then click on the search button to view the reservation. You can also print the reservations.

Then click on the close button to exit the page.

Notes: When tables are booked or reserved the table colour will become red.

Table Transfer

Here you can switch the table orders or transfer the table orders to another table.

In case customer or waiter mistakenly give the wrong table number.

  1. After placing customers tables order i.e. table number 5
  2. Then customer or waiter comes back to change the table number to another table i.e. table number 10.
  3. Click on the Restaurant button again to select table number 10 then click on send without taking any order.
  4. Then click on the split/transfer order button to switch the table number.
  5. Click on the transfer button- then click on the 'from' button to select the table number that has been mistakenly selected i.e. table 5 which will be showing in blue.
  6. Next select the 'to' button to select the new table 10 which will be showing in orange colour. This will then transfer all placed orders from table 5 to table 10.
  7. Next click on the unhold button to select the transfer order i.ie. table 10 to view the transfer order.
  8. Then you can either add more order on top or proceed payment.

Take Away

Here you can place take away orders; for customer that walk in and pay and also customers that call for a take away.

Caller ID device and postcode finder will allow business to registered and find customer phone number and address to deliver the take away order.

Once caller ID device is purchased and integrated into the epos system it will then allow business to see customer number calling for a take away.

Postcode finder will allow you to find the customer full address when customer just give the post code and also view the route just like google map. Or this will help view the map and the miles from your business to the customer address.

Company address need to be added to allow the postcode finder to find the route and address and number. Company address need to be added from the hospitality admin software > company information.

Notes: Postcode finder and caller ID are on top cost.

Walk- In

Click on take away button then click on walk-in to place the order.

Then take customer food or drink order also you can add customer name by clicking on the orders note.

Next click on send to place and to hold the order and also print a copy of customer orders.

When customer is ready to pay click on unhold then select the customer order which will be showing with customer name if name is added.

Then proceed customer payment

Customer Details

Click on the take away button then click customer details to add a new customer that will be calling for a take away order.

To add new customer details

Click on the take away button then click on customer details button to add customer's details.

  1. Then click on new customer button
  2. Add the customer details i.e. name, address, post code etc. the customer number will be showing automatically only if the caller id is integrated.
  3. Or click on find postcode to select the full address by just typing the customer postcode. This can only be done when postcode finder is integrated.
  4. Next click on the view route to view the route map miles/distance.
  5. Then select the customer type from the list i.e. credit customer or account. The lists are added from the hospitality admin software.
  6. Then give a credit limited of your choice then click on save.
  7. After saving the customer details, the customer name will be showing then click on the Select button to place the customer food and drinks order.
  8. Then click on send to hold and print the order for the kitchen.
  9. Click unhold to recall order then click on print receipt to print the customer name and address for the delivery driver.
  10. When the order is delivered and the order payment need to be proceed then click on unhold button again to recall the order then click payment button to proceed.

Notes: Credit limit needs to be given to customer in order to allow customer to take order. Also the credit limit needs to be activated from hospitality admin software on the customer modules then customer type.

Customer credit order

If the customer takes or placed order and wants to pay another day then the order needs to be save and payment need to be proceed as a credit order.

  1. First click on take away to add customer details.
  2. Once the customer details has been entered then selected place the order.
  3. After taking or placing customer orders click on the payment button.
  4. Then select the exact total amount due to proceed the credit invoice.
  5. Then click on credit customer button instead of cash or card option this will then be save automatically under the customer names as an invoice.
  6. Or if customer decides to pay half of the money and pay the rest later on.
  7. First enter amount then click on cash or card depending on how customer is paying.
  8. Then select the exact other half of amount due then click on credit customer button to save the customer invoice.

Notes: Credit limit needs to be given to customer in order to allow customer to take order. Also the credit limit needs to be activated from hospitality admin software on the customer modules then customer type

When credit customer is ready to pay

Click on customer button showing on the till to search for the credit customer.

  1. Next click on the customer payments button then click to get access to the credit customer invoices.
  2. Enter the name of the customer then click on search button or click on search button if you do not remember the full name, a lists of name will appear then look for the customer.
  3. Then select the credit customer name you are searching for.
  4. Next customer transactions detail will be listed down.
  5. From the customer invoices there will be a box next to balance option that is says pay.
  6. Next tick the pay box of each invoice to proceed payment.
  7. After ticking the pay box the payment amount will be showing at the bottom next to payment details.
  8. Then click on the payment details to proceed payment.
  9. Finally click on the exact amount then click on the cash option or card option depending on how the customer is paying.
  10. Customer invoices will be cleared up, then close all tab to exit the page.

Notes: The credit customer will be recorded and reflected on the end of day balancing as a credit customer.

Customer Deposit

Here you add and record all regular customers' details and deposit amount. Which will allow them to order foods or drink whenever as long the deposit amount will cover the expenses. This will also allow you add customer loyalty point for all regular customers.

  1. First click on the customer button to add the regular customer details and deposit amount.
  2. Then click on new customer to add the customer details.
  3. Next enter the customer deposit amount on the deposit tab the click add deposit button to record the amount. Then click save to save the customer.
  4. Select the customer to take the orders or place the order.
  5. Next proceed customer payment.
  6. Enter the amount due then click on customer deposit button instead of clicking on cash or card.
  7. Once customer deposit payment have been proceeded this will be recorded and the customer deposit amount will be reduced.
  8. Next when the same deposit customer place another order.
  9. Payment need to be proceeded as a deposit payment as long as the customer deposit amount conversed the expenses. There will be payment details page of the customer deposit balance available will be showing with the customer name.

Notes: The customer deposit will be recorded and reflected on the end of day balancing as a deposit. Also whenever customer used the deposit to place an order the loyalty point will be added automatically and you can also update the customer deposit amount.

Refund Deposit

Here you can refund the customer deposit, this will then put the deposit money back to the customer account.

  1. Click on the customer button to search for the customer that needs a refund on his deposit.
  2. Enter the customer name then click search to select the customer.
  3. Next click on the refund deposit button to proceed refund.
  4. The customer details and all deposit orders transaction will be showing.
  5. Next enter the order amount that needs to be refunded into the deposit value tab.
  6. Then select one type of refund from the list i.e. cash, card, cheque or bank transfer.
  7. You can also add notes for your reference but this is optional.
  8. Then click confirm to proceed the refund deposit then click ok on the pop up successful message.
  9. Then click close to exit from the customer refund page.

Notes: the customer refund deposit will be recorded and reflected on the end of day balancing as a deposit. Also whenever customer used the deposit to place an order the loyalty point will be added automatically and you can also update the customer refund deposit amount.

Admin

The till admin is different to the emporium retail admin.

Till admin option listed below where you have all the facilities to do your;

Refund, petty cash, end of day, x-reading, till setting, recall order, sales inquiry, hourly report, sales summary, restart printer and cash drawer.

To exit this page click on the exit button.

Notes: These options are also included in the hospitality admin.

Refunds

Here the refunds are issued against the sales;

The sales receipt which is given out to the customer is scanned.

Or click on the search button then enter the sales order reference number printed on the customer receipt by clicking on the sales order ref then click ok.

Next click search button to pull out the sales line automatically.

If customer doesn't have the sales receipt then click on search button searched to pull all sales lines by date and time of the transaction.

  1. Select the sales order to view it by clicking on select order button then based on what customer purchased order that customer is returning.
  2. Next enter the quantity number on the return quantity/ qty tab.
  3. Next after typing the return quantity number the sales order price will be showing on the net amount next to payment button.
  4. Click on the payment button to proceed refund.

Notes: The refund will be recorded in the end of the day balancing totals. This option can also be restricted from the Hospitality admin software from the employees' module on Access Right

Petty Cash

This option allows you to deduct money from cash drawer for the business expense such as; lunch money, repair, travel costs etc. and also to pay back or add into the cash drawer what has been taken out for the expenses.

First select the deducting from cash drawer next enter the amount that needs to be taken.

Then select or enter the reason for taking money then click done.

This will be recorded in the end of day balancing totals.

Similarly when adding money back, select the option add into cash drawer then enter the amount and the reason then click done.

This amount will also be recorded in the end of balancing totals.

Note: You can set a limit on the amount that needs to be taken out for the expenses on the till setting then add the amount limit on the till float limit option. Also for refunds, which do not have invoice against them, you can give the refund through petty cash.

Notes: This option can also be restricted from the hospitality admin software from the employees' module on access right

Till Settings

Here you can set the printers and the till float limit.

By default all the printers installed are displayed and save from the drop down arrow next to all modules. Once set and saved the receipts would be printed to the set printer.

First you need to select the right printer from the list of all printers by clicking on the drop down arrow this need to be done for all the printer types' modules.

Next enter the till float limit amount of your choice this is to control the petty cash purposes.

The print receipt allows to set the printer to either print the receipt automatically or to set it has print receipt whenever needed.

If automatic receipt the box needs to be ticked.

Note: When you make any changes from till setting click on save button to save then close the setting, exit, log off and then sign back in in order for the change to be applicable.

The till settings can also be set it from the hospitality admin under the company information on till setting module .

No Sales

When clicking on the No sales button, this option will allow you to open the till drawer or cash drawer to be open without taken any transaction.

Notes: this option can be restricted from the hospitality admin software from the employees' module on access right.

Hourly reports

Here you can print out the sales transaction summary taken by hours during the day or by date range when you set the date range next to the option. You just need to click on the button to print the report.

This can also be printed out from the hospitality admin software from the report module and reporting.

Sales Summary

Here you can print out all sales transaction summary taken during the day or by date range when you set the date next to the option. You just need to click on the button to print the report.

This can also be printed out from the Hospitality admin software from the report module and reporting.

Sales Enquiry

Sales enquiry allows you to view the sales orders transactions history and also print the order receipt.

  1. Click on search button to view all sales transaction made the day or previews date by selecting the date from date to date
  2. All transaction selected that date will then showing then select the sales order that you are looking to view it in details
  3. Choose whether to print all transaction on A4 paper or receipt.

Notes: the A4 paper can only be printed if an A4 printer is connected to the system. Again this needs to be also set in the till setting beforehand after connecting the A4 printer.

Notes: This option can also be restricted from the hospitality admin software from the employees' module on access right.

Recall Order

Here you can recall an order back to the unhold option that will not respond to the call.

If customer order are placed and need to be selected from the unhold list of order and is not responding then go to the recall order module to recall it back to the unhold option.

First select the order and click on the recall button.

Then go back to the unhold option to select the order.

Notes: All order that will not respond will sit on the recall order option, you then need to recall them one by one.

Cash Drawer

This option allows you to set the opening balance/ float amount

First the float amount needs to be entered when you start the day or when you need to add or running out of change in the till.

Then select the correct till from the till number list from the drop down box and enter the bank amount.

When entering the amount you will be asked to enter the ID pass to confirm before saving amount to the cash drawer for security purposes to avoid theft. This will be reflected end of day balancing.

If you also bank the amount again pick the till number and enter the bank amount and confirm the security by entering your ID pass and then save it. This bank amount would also be reflected on end of day balancing.

Notes: You can also proceed the opening balance/ float amount from the EOD/ end of day option for the next day.

Notes: This option can also be restricted from the hospitality admin software from the employees' module on access right.

X-Reading

This option will allow you to print the periotic time of the sales transaction summary taken from the start of the day to the time the x-reading is printed.

For example when you decide to print the x-reading from the start of the opening day to the time you click on x-reading i.e. 8am to 10am.

Then decide to print out the x-reading again during the day of the next working hours i.e. 3pm the sales transaction summary will print out from the time you have x-reading at 10am to 3pm.

Notes: X-reading can be printed as many time as you choose to print the x-reading during the working day. Remember this is different from the z-reading which is only printed out at the end of the day.

Z-Reading

This option will allow you to print the sales transaction summary at the end of the day.

However it is more preferable to do the end of day sales summary from the end of day module. Because you will be view all the type of transaction taken during the day.

End of Day Balancing

Here the till payments totals are verified against the till transactions, when there is variance in the till totals against the balance of the till, you can print the transactions summary report to recheck, this can be printed from reports>sales> transactions summary.

Click on the till for which the amount has to be verified, automatically all the denominations would be popped up, you then need to reflect all cash, card and credit customer value. Just enter the quantity of denominations and totals would be updated.

  1. Till No

    Here all the tills used in the business are displayed.

  2. Sales

    Here all the sales totals for that till are reflected from the last end of day balancing.

  3. Till No

    Here all the refund totals for that till are reflected from the last end of day balancing.

  4. Petty Cash

    Here all the petty cash transactions totals for that till are reflected from the last end of day balancing.

  5. Customer Payments

    Here all the customer outstanding payment totals for that till are reflected from the last end of day balancing.

  6. Opening Balance

    Here the opening balance/till float totals for that till are reflected from the last end of day balancing.

  7. Banked Amount

    Here the banked amount totals for that till are reflected from the last end of day balancing.

  8. Cash

    Here all the cash transactions totals for that till are reflected from the last end of day balancing.

  9. Card

    Here all the card transactions totals for that till are reflected from the last end of day balancing.

  10. Cheque

    Here all the cheque transactions totals for that till are reflected from the last end of day balancing.

  11. Credit Customer

    Here all the credits against the customer's totals for that till are reflected from the last end of day balancing.

  12. Vouchers

    Here all the voucher transactions totals for that till are reflected from the last end of day balancing.

  13. Bank Transfers

    Here all the bank transfer transactions totals for that till are reflected from the last end of day balancing.

  14. Deposit

    Here all the customer deposit transactions totals for that till are reflected from the last end of day balancing.

  15. Balance

    Here all the sales-refunds-petty cash+ customer payments + opening balance+ vouchers+ deposit + transfers transaction amount total are your balance.

After the amount is verified against the till or the denomination total will be balanced/equalized against the till total then click on save to record the end of day and also a copy will be printed.

You can add the till float/opening balance for the next day, before you click on save.

Once the end of day is save and recorded this will be save from the hospitality admin software on the report module from reporting

Notes: End of day will can only be done when the business is closing for the day then after saving the transactions of that day, the system will automatically be back to zero ready to use it fresh the next day. Also all transaction taken every day a recorded automatically and save on the report/ reporting module which is from the hospitality admin software. This will allow you to print the end of day report from any day you.

Notes: This option can also be restricted from the hospitality admin software from the employees' module on access right.