Tracking Guests in the Administration panel

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:

  • keeping records about guests and their contact data
  • keeping records about cards issued to clients
  • checking for legitimacy of the granted discounts
  • comparing card applicants with the photos
  • keeping records of the regular clients preferences

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.

Automatic bill splitting between guests

“Everyone pays for his own food”, this solution was implemented on the POS-terminal for a group meal when people want to share the cost of the bill. It’s easy: when creating an order, don’t forget to indicate the number of guests and link the ordered dish with the guest who will pay for it. This information will be displayed on the preliminary check.

Executing products receipt. Receipt based on the payment bill

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:

  • Supplier
  • Warehouse
  • Delivery number
  • Comments

To enter the list of products, click on the Add row button.

In the new row, you have to input:

  • product
  • unit
  • quantity
  • price

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:

  • Inbound payment
  • Cash movement
  • Outbound payment
  • Input mutual payments balances
  • Charge as expenses
  • Cash desk/banking account source
  • Cash movement article
  • Counterparty
  • Amount
  • Comments

To save the document, click on the Save button

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SmartTouch Boss: getting started

The SmartTouch Boss application is designed for cafes, restaurants or points of sale managers.

It will help you to perform sales, payments and staff work monitoring from any corner of the world. Go on holidays and business trips with peace of mind, open cafes and restaurants in other cities or abroad.

SmartTouch Boss will immediately notify you of the amount of average check in your establishment, generate reports by sales, cash drawer and suspicious actions of the staff.

Where SmartTouch Boss can be installed?

You can install the latest version of SmartTouch Boss for Android from Google Play Market , and for iOS from Apple iTunes This application is completely free.

After launching the software for the first time, you will be prompted to sign in with your login and password as the establishment owner.

If you didn’t receive any login and password, you can get them for free on the subscription page.

If you have successfully obtained your login and password, sign into your SmartTouch Boss account.

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After having signed in: If you use already the SmartTouch POS automation system, you will be able to make a Daily report.

Thus you will see the current sales values.

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To change the dates range (data displaying period), use the Date function. To choose other reports (cash, sales by payment methods, sales by products type), tap the menu button BossMenu

 

ATTENTION!

Those people, who have got demo-access to the SmartTouch POS for the first time, will be able to receive the Daily report as soon as they automate their establishment. To start the automation process, watch our video tutorial. After inputting products and starting selling, the Daily report function will become available. Have you started automation but something goes wrong? Don’t hesitate to contact our support service support.ru@smarttouchpos.eu and leave your contact data. We will contact you as soon as possible and help you to set up the software.

Other reports in the SmartTouch Boss application:

Cash drawer report

It displays the main values of the cash register day for the chosen dates range (Date from – Date to):

  • Date and time of the cash drawer opening and closing
  • Opening balance
  •  Amounts: sales, withdrawals, inbound/outbound payments, final balance

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Suspicious actions

You can view the log of staff suspicious actions for the chosen dates range (Date from – Date to). For example, you can find out the reason why the waiter canceled the preliminary check:

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Sales by payment methods

This is an analytical report allowing to evaluate payment methods for the establishment services (Date from – Date to).

For example, let’s admit that you wish to determine the amount of cash passed through the cash drawer during 10 days.

Input the report by Cash payment method and find out how many persons paid by cash during this period:

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Sales by products

This report type will be especially helpful to evaluate dishes and beverages popularity (Date from – Date to)

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Sales by hours

This report type will help you to determine the time when the flow of visitors increases and the so-called dead hours.

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Later you can integrate various activities to attract visitors, for example, by offering 5 % discount from 11 A.M to 2 P.M and 10% for regular customers.

Read more about how to develop a base of regular customers without bonus cards here.

With SmartTouch Boss you won’t miss a trick!

SmartTouch Boss – sales reports and analytics in real time on your smartphone

Designed owners and managers of cafes and restaurants!

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We have released the long-awaited product that will be useful to you. Want to keep abreast of affairs of their institutions? You do not necessarily have your computer, tablet, or go to the administration panel. With the new mobile app SmartTouch Boss, all key information about the state of business is always “at hand” in your smartphone. A simple and comfortable user interface SmartTouch Boss, allowing just a few touches to receive relevant reports on your smartphone screen

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You can install it directly on your smartphone. Installation for Android fromGoogle Play Market  and for iOS from Apple iTunes

Please send your suggestions and proposals on the necessary reports to you!

Accounting for the distribution of food among the guests

Functionality allows you to store information about the distribution of the ordered dishes among the guests (who had ordered).

When you create an order, specify the number of guests at the table.

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If guests will be more than one, on the tablet in the mobile POS – terminal in the list of food icons appear in the form of men.

Click on the icon and select the icon with the number of guests

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Information on the distribution of food among the guests will be printed in an Kitchen check

BonusMe – mobile client application

Given its universal scope, ease of use and applied cloud technologies, BonusMe will help visitors to find your establishment and stay with you as long as possible

Help choosing an establishment

  • By using a smartphone, BonusMe application users can make a virtual tour of your city’s cafés and restaurants, take a look at the menu, restaurants environment, get information about opening hours, location and rating of each establishment.
  • BonusMe will help to make sense of current promotions and discounts, to check accumulated bonuses in each point of food service.

Electronic menu in the smartphone

  • When visiting a café or a restaurant, BonusMe users can use their smartphone as an electronic menu thus they will be able to choose, to order and to follow up dishes preparation process.  If they wish, they will be able to make a preorder in your establishment by specifying time when they will arrive and dishes to be prepared.
  • BonusMe application will be also helpful for remote food ordering and its delivering home or to offices.

BonusMe working together with POS-terminal

  • BonusMe application is integrated in the cloud based sales system SmartTouch POS. That’s why the staff works with smartphone requests as easily as with common orders.
  • Once an order is placed in BonusMe, it will be automatically transmitted on the waiter’s tablet in the SmartTouch POS application. The waiter processes the order or sends it to the kitchen for preparation.
  • Guests, if they wish, can follow up all stages of the order preparation on their smartphone.

SmartTouch POS and BonusMe loyalty system

  • When paying for the order, bonuses will be automatically granted to the client (according to the loyalty system settings in SmartTouch POS) and discounts will be applied as well.
  • To simplify the decision making as to the choice of an establishment, BonusMe will display all preferences granted to the client.

 

Working with a list of devices connected to the cloud (tablets)

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.

  • To switch connection from one device to another, you will have to remove the flag from the first device and set it for the second one.
  • To delete a device from the list, click on the Recycle Bin button.

 

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eMenu – electronic menu, how it works

eMenu is an interactive communication system between customers and an establishment, an easy way to use tablets to accept customers’ orders.

  • It takes less time to complete orders
  • It improves efficiency of waiters work, decreases staff’s load and saves time
  • It improves order’s accuracy, excludes mistakes when choosing or ordering dishes
  • Transparent orders accounting mechanism allows excluding orders scam
  • It increases establishment’s income and profitability

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How does eMenu work? It’s very simple. Clients of the establishment use a tablet with special emenu software installed on it instead of a common paper menu.

This software will allow customers:

  • to have a detailed look at the offered range of dishes, drinks and beverages of the establishment. Besides pictures and prices, dish’s information may be accompanied by complementary details such as its popularity, weight, energy value, approximate time of preparation;
  • to match an order to a certain amount for low-budget customers;
  • to choose dishes, drinks and beverages for a group of several customers and split them into separate orders by following some specific features, for example, individual payment or one pays drinks for his friends;
  • to control orders advancement;
  • to control expenses;
  • to call a waiter

Once the customer validates his order (the “Create an order” button), it will become available for further processing on the waiter’s POS-terminal tablet.

 

 

If desired, the waiter has the possibility to edit customer’s orders on the POS-terminal, thus, for example, he can add new dishes or change the ordered ones. Information about such modifications will be automatically updated in eMenu on the customer’s tablet

 

To use the mobile application “Electronic menu” SmartTouch eMenu, select the check box Administration Panel\Settings\Outlets\Card\Use SmartTouch eMenu

 

Employees – personnel records and salaries

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.

Employees

To account for the new employee, click Create

The employee discount card, you can fill in the following fields:

  • First Name
  • Surname

 

On the Main tab

  • Person Id
  • Phone
  • Address
  • Tax Code

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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

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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

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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

 

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Time tracking

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:

  1. Automatic: accumulated information on an employee’s registration time in POS-terminal on the tablet is recorded in the Time sheet.
  2. Manual: the user makes records in the Time sheet about an employee’s working time by himself.

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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””.

Video Lesson 9. Using eMenu


1. Setting up a table number
2. How customers can place their orders by themselves
3. Receiving of the order by the waiter
4. Control of the order preparation
5. Switching between orders
6. Calling a waiter
7. Using the Administration panel to manage menu items displaying