Loyalty programs

The Loyalty programs are located in the Administration panel\Loyalty\Loyalty Programs.

Toggle the radio button to select one of three Loyalty Programs:

  • Bonus points: this option provides the possibility to pay with accumulated bonus points. The rewards percentage depends on how much it was spent to purchase certain products.
  • Accumulation discounts for guests: this option defines the reduction rate depending on the accumulation, i.e. on the total amount of all purchases performed by guest.
  • Personal discounts for guests: this option defines the discounts assigned to the guest’s personal card. Personal (club) cards and reduction rate assigned to them are managed in the Administration panel\Loyalty\Guests or in the section Guests of the Mobile application

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

  1. Select the Bonus points radio button
  2. In the displayed row, click the Add a row button
  3. Select a discount in the dropdown list. To create a new discount (promotion), go to the Administration panel\Loyalty\Discounts and promotions
  4. In the Accumulation threshold field, specify the amount required to grant bonus
  5. Click the Save button

Thus you will be able to create a threshold grading list for rewarded points, for example:

  • A  3% discount will be offered to new guests starting from their first purchase of any product (threshold = 0)
  • And 5% discount will be offered as soon as the guest spend 1000 hryvna on products.

The program will automatically track the accumulated amount and offer to pay with bonus points.

For example:

  1. Create two discounts in the Administration panel\Loyalty\Discounts and promotions :

           name: “ Bonus rewards 3% at the start” , percentage: 3, radio button: bonus points.

           name: “Bonus rewards 5% ” , percentage: 5, radio button: bonus points.

  1. Create two thresholds of bonus points accumulation in the section Loyalty programs\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

  1. Check the radio buttonAccumulation discounts for guests
  2. In the displayed line, press theAdd row button
  3. Select a discount from the dropdown list. You can create new discounts in theAdministration panel\Loyalty\Discounts and promotions
  4. In theAccumulation threshold field, enter the amount which the selected discount must be applied to
  5. Press the Save button

In this manner you can create a list of various discounts having various thresholds scale, for example:

  • Discount for new guests = 3% with threshold  1000  hryvna
  • Discount for regular customers = 5% with threshold 10000  hryvna
  • VIP discount = 10% with threshold  100 000  hryvna

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

 

Sales report for Products categories

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.

Example

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.

Products categories

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:
* Eggs
* Milk
* Bread
* Tea

2) Category  Light First course:
* Borscht
* Meatball Soup
* Chicken broth

Discounts and Promotions

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.

Lesson 5. Creating and setting up the second establishment

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

  1. Creating a new establishment
  2. Creating and setting up user’s rights for the second establishment
  3. Selling dishes in the new establishment according to the shared price-list
  4. Creating a separate Menu (price-list) for the new establishment
  5. Selling dishes according to the new Menu (price-list)

Start selling using our tablet solution

  1. Run SmartTouch mobile application on your tablet. Enter your login and password that you have recived after registration and the user’s PIN code (by default it’s 1)
  2. Go to the Sales screen to draw up an order:
    • Select items on the left side panel: Menu (products\dishes). Items of the Menu or Price list will be located under the buttons containing names of the menu groups and they will appear in the order that was defined in the Administration panel: Products\Price list items.
    • Specify quantity
    • Confirm payment

You can find more detailed information about how to get started with the mobile application here.

Printer settings

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»

How does it work

This mode of operations in the Cloud will allow your company:

* to organize employees work regardless of their actual location

* to make workplaces portable
* to eliminate problems related to the high IT infrastructure maintenance costs (servers, softwares, database, staff)
* to exchange information with 1C Accounting
* and it will allow your customers to order dishes by themselves

Start working

Entering data for getting started

To get started quickly in the Administration panel, enter a minimum amount of information in the sections:

  • Products\ Products and Dishes
  •  Access\Tablet Users

For a restaurant with waiters:

  • Settings\Restaurant\Restaurant rooms
  • Settings\Restaurant\Tables
  • Products\Printing categories (If you plan to print preparation tickets and guest checks)

To complete the program set up for en establishment, you should fill the additional sectons in