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

Modify a payment type in the closed check

Only tablet’s users assigned to the group of local users and for whom the flag Access to closed orders (Administration panel\Access\Tablet User Groups) is set, can modify a payment type of the closed check.

If you need to modify a payment type of the closed check on the tablet:

  • go to the section Closed orders, find your order and tap the Open button
  • specify a reason of the check opening (Error, Customer demand)
  • find your order in the list of open orders and close it once again but using the correct payment code

How to determine correct balance in the cash drawer

A correct balance in the cash drawer is to be determined in case of inconsistences between cash balance in the Cash register sceen of the Mobile Application and the one displayed in the Administration panel\Reports\Cash report screen.

To adjust your cash balances:

  1. in the Cash register screen of the Mobile Application tap the Cashe Depositing button and enter an amount matching the actual cash amount present in the cash drawer.
    In case of working with cashiers’ shifts, the program will propose to enter an actual balance of the cash drawer while closing a day. 
  2. in the Administration panel: Orders\Cash correction set the value equal to the difference of the actual cash amount present in the cash drawer and to the totals shown in the Administration panel\Reports\Cash report.

Working with cash register

Till shifts

You can use the following operating modes of till:

  • Till shifts
  • Without Till shifts (by days)

If you need to work in the Till shifts mode:

— clear the flag in the Administration panel: Settings\Establishments\Manual closing of Till shifts

— set the flag in the application SmartTouch POS: Main menu\Settings\Manual closing of Till shifts

After having modified the operating mode settings of the till, sign in once again to the application SmartTouch POS.

Woking in the SmartTouch POS application while in Till shifts mode, the Close the current Till shift and open a new one button will become available.  

Till operations are performed in the Mobile application\Cash section. You can perform the following operations:

  • Close the current shift and open a new one: While closing a Till shift, the program will display an imputed balance in the cash drawer and propose to enter an actual balance. If the actual balance is not equal to the imputed one, the program will create an adjusting transaction. The results of this transaction will be displayed in the Administration panel: Orders\Cash register correction  and Finance\Cash Report.
  • Internal payment: Use the Cash depositing button.
  • Internal withdrawal: Use the Cash withdrawal button.
  • Outgoing payment represents the payment for the Products arrived to the Point of sale.
  • Produce X-report: Use the Daily X-report button.

You can add comments for each cash register operation. These comments will be visible both in reports and in the list of orders on the Administration panel screen.

If you press the POS-terminal block on the tablet, then when you enter the PIN code to access the mobile app in the “Auth” button will appear allowing the user to complete the current shift.

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The sales results you can see:

* in the mobile application:

Reports\By payment methods

Reports \By checks

Reports \By selling

Buttons with left\right arrows allow selecting a day of selling (previous\next) to overview.

* in the Administration panel: Finance\Cash Report

 

If you work with a fiscal printer:

* You will have to generate a Z-report. This report type is used by the fiscal authorities to control entrepreneurs activities. A cashier generates a Z-report at the end of his\her shift to collect the cash drawer and transfer the total to the administrator (if there is one).

After printing the Z-report, the cashier removes the cash from the cash drawer. Z-report data are recorded in the cash book:

—  Z-report number

— cash total at the beginning of the workday (Shift)

— cash total at the end of the workday (Shift)

— sales revenue per Shift

—  report generation date

— returns

— payments on a clearing basis

* to track each cash drawer during a shift, you can produce an X-report. If the Z-report just reset all cash register transactions, the X-report allows to overview (on the printed report) all transactions without reseting the storage memory of the fiscal printer.

* you can print a Zero-check to check the operability of the fiscal printer and if its date and time were set correctly.

Using a cash register

It’s the waiter (cashier) who usually opens and closes the shift. To open a shift, proceed as follows:

  1. Generate a Z-report (if it was not done at the previous shift closing).
  2. Print a zero-check to check the operability of the fiscal printer.
  3. Deposit a float in your cash drawer.

Z-report (report with clearance) is a summary report on the current cash drawer shift. When you generate a Z-report, you are ending the current cash drawer session and starting a new one. It is recommended to run this operation at the end of a day or shift. You will find more detailed information in the section Closing a shift.

After you press the Z-report button, the program will check if any fiscal printer is connected to this tablet (point of sale).

If the program doesn’t detect any connected fiscal printers, you will need to print a zero-check.

It is recommended to start a till day by printing a zero-check. Successful executon of this operation shows the operability and availability of the fiscal printer. To print a zero-check, all you have to do is to press the Zero check button. If the printing is satisfactory, the fiscal printer will deliver the zero-check. In case the printer is not connected to the workplace or is switched off, an error massage will be displayed.

Just before the zero-check printing, the system checks the time on the fiscal printer and the current system time (on the tablet), if they don’t coincide, the corresponding massage will be displayd.

  • Please pay attention that you can synchronize the time only when the shift is closed, i.e. when the Z-report on the previous day has already been printed and no checks on the current day have been delivered yet.
  • A zero-check printing it is a kind of test operation delivering an empty check on the fiscal printer and opening a cash drawer.

If this check was not printed, you have to check the connection settings of the fiscal printer.

Depositing cash in the cash drawer:

  1. Deposit a float in the cash drawer. Press the Deposit cash In the dialog window Do you really want to deposit cash?”, enter the appropriate amount (if necessary, add comments) and press Enter (V)
  2. Once you do it, a check on cash deposit will be printed on the fiscal printer. At close of a day, you will have a printed Z-report on the beginning of the shift in hand proving that you do not have any open sales and checks on cash deposit in your cash drawer. You must keep all these documents till the end of the shift and deliver them with the shift end documents to the accounting department.

Cashflow items

The cashflow items allow:

— grouping payments depending on their destination, for example, Outgoing payments\Payment for the supplied products, Incoming payments\Alcoholic beverages selling;

— getting reports broken down by cashflow items;

— using them to link with payments while importing payments into 1C Accounting.

The list of cashflow items groups is hierarchical and located in the Administration panel: Finance\Cashflow items.

 

Outgoing payments

This option will provide you the possibility to perform outgoing payments on the tablet specifying the item.

To define an cashflow item as an Outgoing one, you should set the flag in the article card of the Administration panel: Finance\Cashflow items\Outgoing payment.

The appropriate cashflow item is selected while performing payment via the Outgoing payment button on the Cash register screen on the tablet.

Only outgoing payments are available on the tablet.

You can overview the performed payments in:

- Administration panel\Finance\Payments

- Administration panel\ Finance\Cash report (if you click on the till day line, its explanation will be displayed).

Fiscal groups

Fiscal groups are applied to divide products by tax, imposed on their sale.

Fiscal groups are managed in the Administration panel: Settings\Other\Fiscal groups.

To assign a fiscal group to the selected product, use the Administration panel: Products\Products and dishes\Product card\Categories\Fiscal group field.

If no fiscal group is selected, the product won’t be printed.