Acces permission of a Mobile application user depends on his\her assignment to a certain Local group of users.
In the Administration panel: Access\Tablet Users
Specify a corresponding group in the card of a local user.
If necessary, create a new local group of users or modify the settings of the actual one in the Administration panel: Access\Users Groups.
You can add products images to the buttons of the products selection menu by using the Photos upload button in the Administration panel: Products\Price list items. The Photos upload button is located in the right part of the hierarchical list of the price list items.
To view changes on the tablet, you need to re-login to the mobile application
Administration panel is a Web application designed to manage operations of your company’s Cloud.
Administration panel runs in any browser and on any device including tablets and smartphones.
Only the following persons are allowed to work in the Administration panel:
As a rule, waiters and salespersons have to work only in the mobile application on the tablet.
Administration panel users’ access permissions are set up in the Access\WEB panel Users section.
Administration panel web site is divided into sections depending on the activity area:
To payment is not lost, you can set the option “Notify about payment” in the box that appears to indicate the purpose of payment.
The program allows you to calculate premiums to employees by selling employees of certain categories of goods (products).
Two methods can be used for the calculation of premiums:
The percentage of sales by category is set individually for each employee in his card (section of the Administration panel \ Employees) on the Percent from sales for goods categories tab.
To enter a percentage of sales – click the Add line button, select the Sales category and set the Percentage.
After entering the percentage of sales – save the information – click the Save button.
If the employee has a common Sales Percentage (on the Salary tab) and the Percentage of sales by categories is not set, the total Percentage of Sales will be included in the payroll calculation.
The sum from quantity by categories is established individually for each employee in his card (section of the Administration panel \ Employees). To adjust the premium on the Payroll tab
Set Sum from quantity checkbox
In the appeared tab Sum from quantity, enter the amount of the premium for the sold item of a certain category:
Click the Add line button, select the Class category and set the Sum from quantity.
After entering the list of categories and allowances – click the Save button.
You can create a new establishment in the Administration panel. To do this, proceed as follows:
Appoint an Establishment Administrator:
The Administrator must be able to manage your new establishment, that’s why you should create a login for him:
Administration panel: Access\Admin panel Users\… Create a new user [an establishment Administrator]:
Select your new establishment.
If you need to create a new tablet User for your new establishment, first of all prepare the tablet to work with the cloud:
• Install the SmartTouch POS application from Google Play Market or AppStore
• Log in to the SmartTouch POS application using the login of your new administrator
• Run the mobile application on the tablet and enter the User’s (waiter, salesperson) PIN-code.
If the Establishment is intended to work with a Price list (Menu) that is other than the current one, you can create a new price list in the Administration panel:
• Press the Create button in Products\Price list
• Fill this new Price list in with products:
Products\Price list items, here select your new Price list and use the buttons “Create Group” and “Create item”.
In the Administration panel: Settings\Payment methods\Create
When creating a new payment method, the following fields are mandatory for input:
• Name: Name of a new payment method as it will be displayed on the tablet
• Type: It defined the type of this payment method
• Sort by: This field sets the sorting order for the Payment screen on the tablet.
If you need to declare products arrival in the warehouse using other measurement units than the base ones, go to the Products card through the Administration panel\Products\Products and Dishes\Meas.units tab and specify additional measurement units for your incoming order:
* Tap the Add Row button
* In this new line, input a measurement unit and a base unit calculation factor.
For example, we have Milk which base unit is the Litre. On the tab of measurement units management we can add an additional measurement unit “Bottle 1.5 l” with base unit calculation factor equal to 1.5. Thus to declare the receipt of 3 bottles in the warehouse, we have to specify “Milk, unit Bottle 1,5 l, quantity 3” in the products receipt document. The program will automatically make the conversion of the quantity and price into base unit and we will get 1.5 * 3 = 4.5 litres entered the warehouse.
The discounts configuration screen is located in Administration panel\Loyalty\Discounts and promotions.
You can find the main settings on the Main tab, they include:
* Name: Defines a discount name, for example, Discount on goods for women on Mother’s Day.
* Percent: defines the applied percent of discount:
* Manual: Allows to apply a discount in manual mode. A Waiter (salesperson) can apply discounts in his discretion.
– if the Manual and Automatic radio button is checked, the applied percent will be calculated depending on the products regular price
– if the Bonus points radio button is checked, the percent of rewarded bonus points will be calculated depending on the purchase amounts
* Auto: Allows to apply a discount in automatic mode to goods and checks when items on the order match the specified criterion.
* Bonus points: defines the mode of bonus points rewards depending on the accumulated amount spent to purchase certain products
* Enabled: Allows to make this discount available on the order entry screen.
* Use schedule: Defines if the discount should be applied according to the schedule specified on the Schedule tab.
The schedule defines the period, time and days of week when this discount becomes active.
The schedule is effective both for automatic and manual discount.
* Priority: Defines the order in which the concurrently available discounts are applied to the discounts check which cannot be combined. The program will select and apply a discount with a higher priority. The priority is set by digits, so the higher the digit, the less is priority.
* Is additive: Allows to add a disount value to the values of other concurrently available discounts. As a result, a combined discount will be applied.
* Product category: It defines a product category which the discount will be applied to. A product category is defined in the product card.
* Affects the position in succession in the check: It defines the product order number (in descending order) which the discount will be applied to.
For example, of we set 100% off for every third position, the discount will be applied to the third position having the lowest price.
The Face value per groups tab. On this tab you can specify another discount for certain groups. Fox example, if you have entered 10% off but you don’t want to apply it to all items of the Suppliments and Cocktails groups, simply specify these groups and input 0% off on the Face value tab.
On the QR code tab, you can download a discount code, print it or send it to customers by e-mail. On the tablet, the cashier can read this code using the camera and the discount will be applied automatically (according to the rules of the discount application that were specified in the card). Besides you can disable the cashier permission to enter the discount manually and leave just the possibility to scan QR codes.
To create and set up Loyalty programs, use the screen of Administration panel\Loyalty programs.
To work with the list of Guests, go to the Administration panel section Loyalty\Guests.
If you need to work with guests on the mobile application, use the Guests screen.
To keep dishes cost accounting records, it is recommended to:
* Create a separate Ingredients products group in the Administration panel: Products\Products and Dishes
* Enter products items which are ingredients (products) in the Ingredients group. When entering products items you have to set the Type field value equal to Ingredients.
Products Reference book is hierarchical so it offers the possibility to create an easy to use structure of ingredients groups.
* The Recipe tab appears for a product if its type is defined as a Dish or Semi-finished.
For a Dish, define ingredients composition for making this dish in the Product card \Recipe.
Use the Add row button to create a list of dish ingredients. You can even choose Semi-finished as an ingredient and the program will resolve it into components during automatic writing-off.
Writing-off of a product quantity will be made with respect to the Qty – (gross quantity) column value.
A Net Qty (net quantity) column value is indicated just as a reference.
* To calculate Price and Cost price of a dish, tap the Calculate cost price button.
The cost price is calculated based on a weighted-avarage stock balance in the warehouse to date. If there is no stock balance, the price of the last receipt is used for the calculation.
You can set manually the receipt price in a product card (Ingredient).
Accounting personnel and salaries made in the Administration panel \ Staff
Use Employees and Payroll, you can switch the screen between the list of employees and payroll list.
To account for the new employee, click Create
The employee discount card, you can fill in the following fields:
On the Main tab
After filling out the employee data, click Save
Accounting information on salary
the card personnel Pay slip, determine the criteria by which the salary will depend on:
Monthly rate – the amount paid by the employee for the month worked
Daily rate – the amount paid by the employee for the day spent
Hourly rate – the amount paid by the employee for 1 hour worked. employee work time is taken into account automatically
Percentage from sales – percentage of total employee sold
If you set a daily rate and \ or the percent from sales for the calculation of the amount of wages is necessary to establish a correspondence between the employee and the tablet user. To this end, the tablet user card Administration Panel \ Access \ Users tablet install the appropriate name in the Employee
To generate information on payroll, click Payroll.
With the calendar, set the billing period.
In the drop-down list, select Employee Name and Surname employee
Click the Search button. As a result, the screen will display a form with performance reporting employee wages and detail the amount charged
Use the time tracking tool if you need to automate your employees’ payments based on actual time spent on labor.
All information on working time is recorded in the Time sheet document.
There are 2 available options to keep records of an employee’s hourly wages:
To ensure proper tracking of an employee’s time, it is essential to:
Create a Time sheet document in the administration panel: Employees \ Time sheet, click on the Create button
Choose an employee from the Employees list
Set date and time of the calculation period in the Date of beginning and Date of end fields
Get automatically the actual time that the chosen employee spent on labor, click on the Fill button
If you fill in the document manually, you have to input all time periods in the table, it will be the employee’s work sessions.
Click on the Add a row button will create a new row in the table to take into account only one work session.
Since there could be several work sessions, it is necessary to create and fill in the appropriate number of rows in the document.
In the table’s new row, input the employee’s date and time of work in the columns Date of beginning and Date of end.
In the Establishment column, specify the establishment name where the employee works at.
You can correct automatically filled rows.
Once the rows are filled, click on the Save button to save your document.
Having prepared the Time sheet, you can payroll in the Payroll section. The result of hourly wage component will be displayed in the special section “Charged “Hourly rate””.
The program allows you to keep a record of payroll deductions (penalties) in the Administration panel \ Staff \ Salary withholding
To create a payroll deduction, click the New button.
Fill out the required information:
The amounts of deductions made in the section Staff \ Salary Withholding are automatically deducted from the salary of employees
To get started quickly in the Administration panel, enter a minimum amount of information in the sections:
For a restaurant with waiters:
To complete the program set up for en establishment, you should fill the additional sectons in
Executing products receipt
You can prepare products receipt in the Administration panel, section Warehouse \ Products arrival
To create a receipt, click on the Create button
In the document card, fill in all required fields:
To enter the list of products, click on the Add row button.
In the new row, you have to input:
The products amount will be calculated automatically.
Add a new row in the table for each product type.
After completing the products list, click on the Save button.
Receipt based on the payment bill
In the Administration panel, section Warehouse\Products arrival, set the row pointer on the receipt paper to be paid.
Click on the button Input based on – Payment
Fill in the payment details in the document:
To save the document, click on the Save button
The list of goods in the receipt document can be downloaded from a text file in csv format
1. Prepare the file in accordance with the format specified below.
File format for download:
Product code, Quantity, Price, Amount
Commodity comma separated. The decimal point is a decimal point.
Each item on a separate line:
1, 100, 110, 11000
2, 90, 90.5, 8145
4, 40, 15, 600
5, 50, 10, 500
2. To download, click the button Import from csv file
To fill quickly your Price list (menu) in from the Products list, you should:
You can tap the Update from products button as many times as you need to update the Price list (Menu) items after having modified the Products list.
The use of group processing of elements allows you to set simultaneously the values of the fields Print Category, Product Category, Fiscal Group to the goods included in the group selected by the user.
The Parent field specifies the group of products for the elements of which the processing will be performed.
To specify which field should be changed, select the appropriate checkbox. If the checkbox is not set, the field value will not be modified.
Select in the drop-down list the value of the field that should be set to the Item groups
If you need to clear the field values, do not specify the field value when the check-box is installed.
To apply processing, click the Execute button.
To add a new user, go to the Administration panel: Access\Tablet Users\Choose an Establishment Administrator\Create and enter the following information in the user’s file:
• Name: user’s name
• Group: Local groups of users
• Password: PIN-code (use only digits)
If you need to add a reason of an order or guest check cancellation, go to the Administration panel:
* Settings\Additional settings\Reasons of the closed order opening
* Settings\Restaurant\Guest check cancellation reasons
and tap the Create button.
If you need to get rid of old test orders before getting started and to save initial settings:
• delete orders in the Administration panel: Orders\Delete
• and to delete orders remained on the tablet in the mobile application: Main menu\Settings\Database\Clear orders button
A stock balance in the warehouse can be defined in the Administration panel:
* Warehouse\Products stocks movements
This type of document is created in the Administration panel\Warehouse\Inventory screen and allows simplifying control of Products balances in the warehouse.
Manner of performance:
* Create an Inventory document using the Create button.
* Get an imputed products balance in the warehouse on the user-specified date using the Fill button. It’s this button that will show you an imputed products balance in the warehouse as of the current date (use-specified date).
* Input a real product quantity present in the warehouse In the Real qty column.
* When required, you can modify the value in the Price column if you consider the imputed price to be wrong.
* To add new products items, tap the Add Row button.
Once you save you document, the program will execute corrective warehouse movements to make balances equal to actually input quantities. If after having entered a real products quantity you make modifications in old documents and your accounting quantity becomes different, tap the Fill acc.qty button. The program will save the actual quantity and update the accounting one.
Our task is to create a cappuccino product using such ingredients as coffee, milk, sugar and a cup
Lesson 5. Creating and setting up the second establishment
Our task is to create a cappuccino product using such ingredients as coffee, milk, sugar and a cup
The Loyalty programs are located in the Administration panel\Loyalty\Loyalty Programs.
Toggle the radio button to select one of three Loyalty Programs:
Settings of the bonus system
To set up the rewards percentage, products categories and other conditions depending on which the purchase amount is accumulated, go to the Administration panel\Loyalty\Discounts and promotions.
To set up the threshold of the accumulated amounts, go to the section Loyalty Programs
Thus you will be able to create a threshold grading list for rewarded points, for example:
The program will automatically track the accumulated amount and offer to pay with bonus points.
name: “ Bonus rewards 3% at the start” , percentage: 3, radio button: bonus points.
name: “Bonus rewards 5% ” , percentage: 5, radio button: bonus points.
For the discount “ Bonus rewards 3% at the start “, the threshold is 0 hryvna.
For the discount “Bonus rewards 5%”, the threshold is 1000 hryvna.
Guests’ accumulation discounts settings
In this manner you can create a list of various discounts having various thresholds scale, for example:
The updated percent of discount will be applied after launching the automatic operation of recalculation at 12:00 a.m.
The program will automatically track the amount of guest’s accumulated purchases and apply the corresponding discount
The Guests window displays the list of standing customers and allows to:
* keep records of guests and their contacts
* control justification of a discount offering
* check card holders against their photos
* keep records of standing guests’ preferences
Use the application’s main menu to go to the Guest window.
To simplify the search for orders created in a mobile POS terminal on a tablet, they (orders) are numbered in a special way.
The order number consists of two parts separated by the “follow” symbol /
A unique system (cloud) number and a local number characteristic for sales made in your institution.
For example 11947967/16.
Work with orders is possible in the Administration panel on the Orders tab page
Orders (Sales) created in the Mobile Application on the Tablet are visible in the Administrator’s Panel in the Orders section.
The list of applications can be limited by the date of creation using the Start date, End date filter
Initially, the order table has columns: Order number, Status, Table, Institution, Amount, Extra charge, Discount, Created, Closed, Comment
If you click on the order line, additional information about the order’s composition will appear: Name, Quantity, Amount.
When you click the Open button, the order card is displayed
To view the payment order history, go to the Payments tab
If you click on the Excel button, the program will prompt you to download the content of the application to the Excel spreadsheet
Symbol indicates orders that require delivery to the consumer. Double-click on the delivery symbol to open the list of delivered products.
The set the Delivery flag, allows you to set a filter that allows you to display only orders associated with delivery.
The program allows you to upload the file in HTML format with images of price tags.
The file can be opened in any browser and printed on the printer.
Working with price tags is done in the Administration panel\Products\Price elements:
To configure your printer, go to the Administration panel: Settings\Printers\Create
• Specify your printer’s name, for example «Bill (guest check) printer» or «Printer in the meat shop».
• Choose your printer’s model
• Specify an IP address for your network printer
You can set your printer’s IP address by using a special utility supplied with the printer.
The IP address must be on the same network as the tablet.
After you finish working with the printer’s settings on the tablet, you have to sign out and then sign in once again to the application.
To print guest checks, choose your printer in Settings\Establishments\Printer: «Bill (guest check) printer».
To print preparation tickets (kitchen checks), specify the appropriate printing category for each dish.
For example, if you need to print orders for dishes on the printer installed in the kitchen and for cocktails in the bar:
Products\Products and Dishes\…Dish… «Chicken Kiev»\Categories\Print.Category: «Printer in the kitchen»,
Products\Products and Dishes\…Cocktails… «Blueberry Martini»\ Categories\Print.Category: «Printer in the Bar»
You can find a product card in the Administration panel\Products\Products and dishes.
We use the Products term as a general designation for Goods, Ingredients, Dishes, Semi-finished products and Services.
Product card fields are intended to specify:
Last receipt price value can be defined automatically by the Products receipt document or it can be set manually. This field is used to define a product’s price during writing-off or calculation of a dish’s cost price when this product is absent in the stock balance and it’s impossible to determine its average-weighted price.
It allows you to set different prices in different menus on the same goods
You can take into account the nutritional values for use as recommendations to your clients for observing the optimal diet. With the help of the Program, you can keep a record of the content of fats, proteins, carbohydrates, calories in dishes.
Indicators of nutritional value of Calories, Fats, Proteins and Carbohydrates are taken into Nutritional value tab.
The program automatically calculates nutritional values for dishes consisting of several products and ingredients.
Accounting for the nutritional values of the dishes is based on the pricing card of the dish. In the calculation card, a list of products and ingredients of the dish is made.
Preliminary in the cards of the product of products and ingredients of the ingredients of the dish, it is necessary to take into account the nutritional values characteristic of them.
The recalculation of nutritional values after updating the ingredients of the dish, occurs when you click Calc. cost price on the Recipe tab.
The Production catering document is located in the Administration panel\Warehouse\Production catering
There are two possible modes of writing-off:
If you press the Generate writing-off on sales button on the Warehouse\Production catering screen, only documents for writing-off by sales will be created.
For production records, you have to go to the Administration panel: Products\Products and Dishes…
* and in the Production warehouse field, define a warehouse where the dish will be used after being made.
* and in the Recipe section, define the ingredients composition that are essential for a dish making.
After being made, the Dish comes to the production warehouse at cost price according to the job order cost card. Its composition ingredients are written-off accordingly.
If the Dish is moved to another warehouse for further selling, it will be recorded and written-off as a Product (without job order cost card) at the cost price of the production warehouse.
Writing-off documents of produced dishes are created manually in the following way:
If there is a stock balance in the warehouse, it will be written–off with an allowance of its average-weighted price.
If there is no stock balance and writting-off into the red is authorized (the flag Settings\Accounting policy\Authorize writing-off without products stock balance is set), the program will write-off at the last receipt price. The receipt price is defined in the Administration panel: Warehouse\Products arrival
Products categories offer you an additional possibility to group products as you like to:
* produce reports broken down by Categories (Sales by products report)
* set up discounts for certain Products categories.
It is not mandatory to keep Categories.
To create a list of products categories, go to the Administration panel: Products\Products categories. A categorie value is set in the Administration panel: Products\Products and Dishes\Categories\Product categories field.
Unlike products group, the reference book of products categories doesn’t have a hierarchical structure so all categories are of equal value.
Example of using Products categories:
1) Category Products and Dishes set for breakfast:
2) Category Light First course:
* Meatball Soup
* Chicken broth
Download the SmartTouch POS application from Google Play Market or AppStore and install it on your tablet.
Complete a registration form and get access permission to your Cloud.
Connection parameters (Login) and instructions for getting started will be sent to your e-mail address
Day report: During a day the following key figures are displayed in three sections:
By employees: Displays sales for the specified date range with the possibility to filter by establishment.
It contains the following columns: Employee, Sold quantity, Discount, Sales Totals, Average bill.
Cash report: Displays till operations for the specified date range with the possibility to filter by establishment.
profitability of sales: shows a profit calculation broken down by dishes for the specified date range.
It contains the following columns: Products, Sold quantity, Sales Totals, Written-off quantity, Written-off amount, Cost price of 1 item, Markup percentage, Profit.
Sales by payment methods: Displays sales broken down by payment methods for the specified date range with the possibility to filter by establishment.
It contains the following columns: Payment method, Sold quantity, Sales Totals, Avarage check.
Sales by days: Displays sales broken down by calendar days for the specified date range.
It contains the following columns: Day, Establishment, Sales Totals.
Sales over a period: Here you have the possibility to produce a report broken down by:
It contains the following columns: Products, Establishment, Totals, and Quantity.
Sales by goods – Type of report: In the fiscal group during the period
Columns: Goods (Fiscal groups) for each institution: Quantity Amount (sold), Total (for all institutions) Quantity Amount (sold)
It is possible to get sales figures in accordance with the changes of cash. The reporting period in this case is set by the additional parameter – the beginning and end of the shift. The arrow buttons “Forward” and “Back” allow “flipping” a report in accordance with the changes of cash, time shift will be entered automatically.
Activity Log – list of operations with documents / objects database for the period
Column: Date (date and time of the operation), description (ID – document / object, name), Login (user to perform an operation), IP (IP address), the user’s action (operation type: create, update, delete).
Products stocks movements: Displays products stocks in the warehouses for the specified date range with the possibility to filter by Storehouses, Categories and Type of goods.
The report have mode the Do not show zero positions
Reports lines are highlighted in red if product’s stock in the warehouse is less than an authorized minimum level (column min.stock).
In the production mode of public catering, when you click on the product line, the report displays the document numbers according to which the goods moved. If the product is an ingredient, then the products in which it is included are shown.
Cost card report – information about ingredients cost the product is made of.
Suppliers settlements – the history of mutual settlements with the supplier for the purchased goods.
Columns: Supplier, Balance at the beginning of the period, Delivery, Outgoing payments, Balance at the end of the period
In order for the uploaded file with the details (the list of receipts and payments), it is necessary:
After the program unloads the file on your computer, it can be opened in a spreadsheet editor.
Vertical – cost of goods sold
According horizontals – the days of the reporting period.
The report has two modes:
In mode only the selected period are displayed for sale with the help of the established calendar (start date, end date) period.
In Compare mode with the previous period are displayed simultaneously:
sales for the installed using calendars (Start date, end date) sales period for the previous period.
The duration of the previous period is automatically “shifted into the past” in relation to the assigned reporting period by the corresponding number of days of the reporting period.
That is, if you set the reporting period equal to the week, the previous comparable period will correspond to the previous week. The graph reporting period, highlighted in green, and the previous period – purple.
If you click on the graph to the intersection point of the day, the program will display a hint about the displayed period.
In Compare mode with the previous period on the horizontal axis of the chart displays the serial numbers of days of the reporting period.
The parameter allows you to set Group by day, week or month as a group sales figures, that is, indicators will be are summarized and displayed according to the specified groups.
Gains and losses – comparison of monthly figures in the period with the possibility of filtering by the institution
Parameters defining the reporting period: Start date, end date
Title of the article income / expense, places Name
Section Month: Columns amount on articles Interest
Report by bonus points displays information for the specified date range.
It contains the following columns: Name and Surname, card number, received bonus points, spent bonus points, order number.
Consolidated report by discounts for a specified date range with filtering by establishment.
It contains the following columns: Discount (designation), percent of a discount, discount amount.
Detailed report by discounts displays information for a specified date range and allows to filter by establishment.
Columns: Order number, Order status (Open/Closed), Establishment, Created by (waiter, salesperson), Guest, Discount (designation), percent of a discount, discount amount, order amount.
will show you quickly the amount and date of the debt to be paid by the customer
Designed to control the debt arising from the deferred sales
start date, end date – determine the period of occurrence of debt
Outlet – by the institution in which the debt arose
Past due accounts – show the maturity of debts has expired.
Pay slip – all information for salary accounting
A product category offers an additional possibility to group products on your own.
If you allocate your products to categories, the report will generate lines according to them (Reports\Sales per products\Report type: By products categories).
For example, the report has generated a line where Products column value is equal to Dishes for breakfast, so this line will include all sales of Scrambled eggs, Salad, Tea from different products groups.
Let’s suppose that you need to estimate the efficiency of dishes selling that are made for breakfast and lunch.
So, we offer:
Scrambled eggs, Salad and Coffee for breakfast
Soup, Petty cake and Compot for lunch
Step 1. Create the appropriate groups of products for Dishes for breakfast and Dishes for lunch using the Create button in the Administration panel: Products\Products categories. In the Name field, input your category designation “Dishes for breakfast”. Tap the Save button to save your new category in the database. Proceed in the same way to create a new category for Dishes for lunch.
Step 2. Assign each dish to its category. To do this, go to the Administration panel: Products\Products and dishes find the Scrammbled eggs dish and tap the Modify button. The product card will be opened. In this product card, go to the Categories tab and set the Product category field to Dishes for breakfast. Proceed in the same way for other dishes, in our case it’s Salad, Coffee, Soup, Petty cake and Compot.
Step.3 Produce a report in the Administration panel\Reports\Sales by products.
In the fields, specify the following:
«Start date» «End date», these fields are intended to indicate the desired selling period.
«Report type», in this field we specify By products categories.
SSetting Information about the company going in the Administration panel\Settings\About.
On the “About” you can save the basic information about the Company:
* set the company logo to display the file selection dialog, click logo set. Select the file with the logo, click the “Save”
* To upload a photo, click “Add Photo”
Configuring establishments made in the Administration Panel to Configure \ Outlets
To change the list of places enough to double click on the outlets or on the line and press “Edit” button
Name – name of the institution
Price-list – is determined by the used list (menu), according to which the sale of goods or services will occur.
Type – available: Restaurant mode with waiters table card orders are attached to the tables produced guest checks printing. In Shop mode without waiters, a mobile application running on the “simplified” scheme excluding tables. This mode can also be used for laundry, a shop, dry cleaning, maintenance services, such as repair of mobile phones.
Default Warehouse for write-off on sales – a warehouse that will be made through the delivery and disposal of goods
Default cache for income from sales – cash registers for the sale of goods and services establishments
Printer – a printer which prints Guest check
Fiscal register – choice of model used fiscal register
IP address SmartTouch BOX – IP address of the microcomputer to which the fiscal printer can be connected
Manual cash days change – allows the user to initiate a change of closure.
Exchange with cloud after each payment – sends information about the goods sold to the central database after each sale.
Sync orders on all tablets – in the case of multiple tablets simultaneously in a single outlets, inter update order information.
Print guest check – activates printing preparation tickets. This mode can be used in a mode … Shop Print “receipt” for the enterprises which are separated in time (days) events acceptance of the order and its execution. For example Laundries (Dry), a shop and other services.
Manual cash days change – allows the user to initiate the closure of the change
Exchange with cloud after each payment – sends information about the goods sold to the central database after each sale
Sync orders on all tablets – in the case of multiple tablets simultaneously in a single outlet, inter update order information.
Print preparation tickets – activates printing preparation tickets . Preparation tickets this guidance for preparing meals. Usually preparation tickets printed on printers installed on the kitchen or in the shops for food preparation.
Print guest check – activates printing Guest check. This mode can be used in a mode … Shop Print “receipt” for the enterprises which are separated in time (days) events acceptance of the order and its execution. For example Laundries (Dry), a shop and other services.
Print receipt when paying – activates printing fiscal receipt
Ask for table number for each new order – opens dialog enter the table number when you create an order
Ask for quantity of guests for each new order – opens a dialog for entering the number of guests when you create an order
Include eMenu, BonusMe app support – allows visitors to places to use the mobile application SmartTouch eMenu to order meals and control the preparation of the application and installed on smartphones BonusMe customers to select Places.
You can create one cloud a few outlets. Users can create an entire network of enterprises. Modes and settings may vary between the institutions themselves. The reporting system allows you to create performance for the entire network and for each outlet individually.
The list of Guests is located in the Administration panel, in the Loyalty\Guests section
As a rule, both regular clients of the establishment and those who are intended to be attracted to the special events, are added in the Guests lists.
Working with this list will allow you:
The Guests list of the Administration panel automatically syncs up to the clients list of the mobile POS-terminal on the tablet.
The list may be filtered by Name, Surname, Phone number, Card number, Post address, month and year of birth.
In the guest’s card there is the History section which allows tracking the sequence of the discounts applying.
Vendors (Counterparties, Suppliers or Customers) are managed in the Administration panel: Warehouse\Additional\Counterparties. On this screen you can specify contractor’s contact details such as Name, Tax identification number, Telephone number, Address and a Supplier\Customer attribute.
If there are many mobile POS-terminals (tablets) which are working in the establishment
You can view the list of devices connected to the cloud in the Administration panel\Settings\Licenses and Payments.
Click on the button located to the right of the field title “Amount of licenses on devices”.
Devices are included automatically in the list when connecting to the cloud.
If required, you can select specific devices from the list to be connected in compliance with the number of devices licenses.
The Products list is located in the Administration panel\Products\Products and dishes. Please notice that the “Products” term is a generic one for Products, Ingredients, Dishes, Semi-finished products and Services.
For purpose of designation commonness, all Products are commonly referred to as Items in the software.
Items are located in the Products groups. To make products search easy-to-use, the structure of Products groups was made hierarchical, it means that some other groups may be found inside the main Group. You can create your own group structure and fill it with Items depending on your business activity needs.
The Create a Group button is designed to create a new group of Items.
The Parent field defines a (Parent) group one step higher in the hierarchy which contains the current Group.
To navigate between groups, double-click on the group.
The Create Item button is designed to create a new item (Product card). When creating an item, its group’s value will be defined in the Parent field. You can change the value of the Parent field any time you need it.
To create similar Items, you can use the Copy menu option. The Copy menu option is available once you click on the button with a gear-wheel icon located in the right part of the items list.
Watch Video lesson 1 showing how to work with products list.
The Import from csv-file button calls the dialogue window allowing to upload Items from an external file.
Button Export to Excel – to store in external files tables: Productions, Calculation cards, Technology cards.
The Products search field filters the list of items according to the field’s value.
You can write-off products in the Administration panel:
* Products without recipe are written-off on the Warehouse\Products write-off screen.
* Dishes with recipe are written-off on the Warehouse\Production catering screen.
If you want to write-off products automatically, set the corresponding flag in the Administration panel: Settings\Accounting policy\Write–off automatically. Thus products will be written-off automatically after every selling.
Press the Generate writing-off sales button on the Warehouse\Products write–off screen or on the Warehouse\Production catering screen and the corresponding products will be written-off as of pressing this button.
If there is a product balance in the warehouse, it will be written-off with an allowance for its average-weighted price.
If there is no balance and writting-off into the red is authorized (the flag is set Settings\Accounting policy\Allow to write–off if product balance is absent), the program will write-off at the last receipt price. The receipt price is defined in the Administration panel: Warehouse\Products arrival.
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