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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.

Administration panel Reports: Reports of the Loyalty section | фото 1 | SmartTouch


 

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.

 

Administration panel Reports: Reports of the Loyalty section | фото 2 | SmartTouch


 

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.

 

Administration panel Reports: Reports of the Loyalty section | фото 3 | SmartTouch

Orders by partial payments

Designed to control debt arising from deferred sales

Administration panel Reports: Reports of the Loyalty section | фото 4 | SmartTouch

Options:

Start Date, End Date – determine the period when the debt is incurred

Outlet –  is a filter at the institution where the debt arose

Past due accords – show debts that are overdue.

 

Export Loyalty Reports to MS Excel

Reports can be exported as spreadsheets in MS Excel. To export after you generate the report, click Export to Excel. The .xlt report file will be downloaded to your computer. You can continue to run the report in any spreadsheet that supports this format (for example, in MS Excel)

In the Administration Panel \ Settings \ Accounting Policy section, the following program enterprise operation modes are set:

  • Automatically generate write-off on sales
  • Round receipt sum to an integer value; Round up to 10 fractional values of the set currency
  • Curency

Administration Panel Settings: Accounting Policy | фото 1 | SmartTouch

Security reports are located in the Administration Panel \ Reports \ Action Log section:

  • Operation log
  • Suspicious actions

 

Operation log – a list of operations with documents / database objects for the period

Columns: Date (Date and time of the operation), Description (ID of the document / object, name), Login (of the user who performed the operation), IP (IP address), User action (Operation type: create, update, delete).

 

  • Adding a Manual Discount
  • Opening a closed order
  • Cancel the ancestor
  • Repeat meeting
  • Order Unlock
  • Delete Order
  • Delete discount
  • Return on order
  • Order cleaning
  • Deleting a dish after printing a counter
  • Entering an order by past date
  • Reprint a check
  • Order cancellation
  • Hidden order
  • Manual entry of on-line payment
  • Guest Removal

Administration Panel Reports: Auditing, Security – Action Log | фото 1 | SmartTouch

Suspicious User Activity Report

The report displays information in the columns: Order number, Date (and time of action), Action, Comment, Created (User), Institution

with the following user actions:

  • return on order
  • discount removal
  • delete order
  • order cancellation
  • hide order
  • opening a closed order
  • repeat meeting
  • canceling the ancestor
  • adding manual discounts
  • guest removal

The cost of using SmarTouch POS software directly depends on the number of licenses purchased

To view information about purchased licenses and to switch licenses from one device, go to Administration Panel \ Settings \ Licenses and Payments \ View a list of Devices

Switching a license from one device to another | фото 1 | SmartTouch

 

To switch a license from one device to another:

  1. Release the license – in a device that you do not plan to use, turn off the flag in the Active column
  2. Install a license for the device you plan to use
  3. Restart the application “Mobile POS-terminal” on the device

Our company is interested in expanding our product to all countries of the world without limitations. And one of the barriers to this expansion may be the absence of the required language in the user interface. Please contact our support service support.en@smarttouchpos.eu if the available languages are insufficient and you need our product to be adapted in some other languages. We will do our best to make the program available in your native language as soon as possible.

To change the user interface language in the Administration panel, open the dropdown list situated in the upper right corner of the screen

Language localization of SmartTouch POS | фото 1 | SmartTouch

Reports of the Stock section

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

  • Products
  • Meas. unit (Measurement unit)
  • Start balance (Quantity, Sum incl. tax)
  • Arrival (Quantity, Sum incl. tax)
  • Consumption (Quantity, Sum incl. tax)
  • End balance (Quantity, Sum incl. tax)
  • Limits (Recom (Recommended balance),  Min)
  • Minimum stock (Minimum balance)

Administration panel: Reports of the Stock section | фото 1 | SmartTouch

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.

The additional form of presentation End balances for storehouses

  • A group of goods is the name of a group of goods.
  • Product – name of goods
  • Warehouse 1 – quantity of goods in all stock 1
  • Warehouse N – quantity of goods in all stock N
  • Total – the total quantity of goods in all warehouses

Administration panel: Reports of the Stock section | фото 2 | SmartTouch


 

According to documents and goods, the quantity of goods delivered or moved between warehouses for a period.

It works in two modes, depending on the type of document selected:

  • Products arrival
  • Products transfer

 

Products arrival:

Columns: Document number, Date / time of document creation, Goods, Supplier, Target storehouse, Base unit price, Quantity, Sum incl. tax

Administration panel: Reports of the Stock section | фото 3 | SmartTouch

 

Products transfer:

Columns: Document number, Date \ time of document creation, Goods, Target storehouse, Source storehouse, Price of base unit, Quantity, Sum ibcl. tax

Administration panel: Reports of the Stock section | фото 4 | SmartTouch

 

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:

  1. In the Supplied field, specify the required enterprise
  2. Click button Export in Excel

After the program unloads the file on your computer, it can be opened in a spreadsheet editor.

 


 

 


 

 


 

 


 

 


 

Warehouse documents Goods receipt, Goods transfer, Goods write-off, Public catering, Inventory, Application for goods and materials can be printed on A4 sheets of paper.

Before printing, you need:

  • Connected to a tablet with a POS terminal printer
  • The warehouse document must be previously stored (held)

Printing occurs after clicking on the Print button in the warehouse document card

Printing warehouse documents | фото 1 | SmartTouch

  1. Creating a vendor
  2. Create additional units
  3. Create receiving papers
  4. The document “Production catering”
  5. The report “The remains of the movement of goods”

There are many ways to contact our support service:

To start using your personal account of support service, first you need to register it. It’s easy and takes just a few minutes. How to register a personal account .

Avoid contacting our support service through Facebook or other social networks because our employees monitor social networks only a couple of times a day.

 

Please give the following information when you are sending a request for help:

  • Name
  • Login to Smarttouch POS cloud (if you are our user)
  • Your e-mail
  • The most convenient way to contact you: phone, skype, viber, e-mail
  • Detailed description of the issue and the chain of actions that have generated it. Include screenshots of your issue, this will help to resolve it more quickly

 

If you are contacting the support service by other ways than the phone, avoid giving several issues in one request. Create a request ticket for each issue. In this way, we will be able to track requests and assign as many employees of the support service as it will need to resolve your issue quickly.

We may also need some additional information to resolve your issue. In this case, the support service will send you an e-mail. Please answer it as quickly as possible. The subject of this e-mail will contain the number of your request, for example

[Ticket#2017110282000148] .

The request number allows to assign automatically your mails to the occurred issue. To track the progress and discuss solutions of your issue, respond to mails by always keeping the subject with the request number.

Day report: During a day the following key figures are displayed in three sections:

  • Bottom line: Sales, Returns, Discounts, Sold quantity, Guests number, Average check.
  • The most popular: Products (Dish) designation, Quanity, Totals.
  • Discounts: Discount designation, Totals.

 


 

By employees: Displays sales for the specified date range with the possibility to filter by outlet

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 kind of  payment: Displays sales broken down by payment methods for the specified date range with the possibility to filter by outlet.

It contains the following columns: Payment method, Sold quantity, Sales Totals, Avarage check.

Administration Panel Reports: Finance, Cashier, Analytics | фото 1 | SmartTouch

Detail report Sales by type of payment:

To view information in the context of payments, click on the line with a specific type of payment

Administration Panel Reports: Finance, Cashier, Analytics | фото 2 | SmartTouch

 

 


 

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:

  • Products
  • Products groups
  • Products categories
  • 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 outlets, Vendor Code,  Quantity Amount (sold), Total (for all institutions) Quantity Amount (sold)

Options:

  • Date of the start – Date & Time beginning a reported period
  • End date – the date & time due dates a reported period
  • By outlets – the details of sales figures by institutions.
  • By organizations – details of sales figures on the organizational and legal form of management.
  • Do not take into account the view of Loan Payment
  • Do not show the zero position
  • Only the fiscal receipts

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.

Button Export to Excel – is to save the report in an external file

Administration Panel Reports: Finance, Cashier, Analytics | фото 3 | SmartTouch

 


Sales by employees

Allows you to get information about sales in the context of employees or users of the tablet.

Report Parameters:

  • Start date – the start date of the reporting period
  • End date – end date of the reporting period
  • By product categories – grouping report rows by product category
  • Outlet – filter by institution
  • Tablet users / By employees – group lines by tablet users or by employees.
  • Details on the goods / Details on the types of payments – include the grouping of lines of detail on the goods or types of payment.

Columns: Employee, Number of Checks, Discount, Count, Number of guests, Sum , Amount, Average Check.

For detailed information about the sales made by the employee, you need to click on the line with the name of the employee.

Administration Panel Reports: Finance, Cashier, Analytics | фото 4 | SmartTouch

The detailed table includes sales by type of payment and columns Number and Amount

Administration Panel Reports: Finance, Cashier, Analytics | фото 5 | SmartTouch

 


 

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).

 


 

Charts – Displays cost of goods sold in the form of a graph

Vertical – cost of goods sold

According horizontals – the days of the reporting period.

The report has two modes:

  • Only a selected period
  • Compared to the previous period

 

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.

Administration Panel Reports: Finance, Cashier, Analytics | фото 6 | SmartTouch

 

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.

Administration Panel Reports: Finance, Cashier, Analytics | фото 7 | SmartTouch

 


Gains and losses

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

Columns:

Title of the article income / expense, places Name

Section Month: Columns amount on articles Interest

Administration Panel Reports: Finance, Cashier, Analytics | фото 8 | SmartTouch

 

 


 

Orders with partial payments report

will show you quickly the amount and date of the debt to be paid by the customer

Administration Panel Reports: Finance, Cashier, Analytics | фото 9 | SmartTouch

Designed to control the debt arising from the deferred sales

Options:

  • 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.

 

 


Cash income / expense report – formed for the period in the context of the institution, shows the amount of money deposited or withdrawn from the ticket office.

 

Administration Panel Reports: Finance, Cashier, Analytics | фото 10 | SmartTouch

 


 

Daily payment report – cash flow (payments) for the period in the context of payment types with the possibility of filtering by the Facility.

In addition to the reporting period, in the parameters of calendars, you can define the time range of payments and institution.

Check box Full list letovers allows you to include payments for all shifts caught in the reporting period.

Administration Panel Reports: Finance, Cashier, Analytics | фото 11 | SmartTouch

The program allows you to configure individual user access to the administration panel reports.

The user access rights to the reports can be configured in the Administration panel \ Access \ Users of the administration panel

Open the card in the user list of the Administration Panel:

The POS reports access tab to the outlets reports

  • The installed flag Access To all outlets – allows the user to use the reports of all establishments.
  • The set flag  Access to the specified outlets  – allows to define some outlets to which the user should get access.

The Reports tab – allows you to select only the reports required by the user.

 

Setting user access rights to the Administration Panel reports | фото 1 | SmartTouch

You can find a product card in the Administration panel\Products\Products and dishes.

We use the Products term as a general name for Goods, Ingredients, Dishes, Convenience food and Services.

Product card | фото 1 | SmartTouch

Name is a product’s name. Several names in different languages can be input at the same time.  To change the current input language, click the button

Products can be assigned to previously created Groups for ease of reference. For example, Hot dishes, Beverages and so on

Product card fields are intended to specify:

  • Type:
    • Products means a common product that you can buy or sell. The product doesn’t have a recipe. It can be an ingredient of a dish or of convenience food. After the product is sold, its quantity is automatically written-off by the “Products writing-off” document.
    • Ingredients are components of dishes or convenience food. Ingredients are not displayed on the tablet because they are supposed to be not for sale. If you need to sell ingredients, set the Type=Product in the Products card.
    • Dish are made of Products and Ingredients (Chicken Kiev and Blueberry Martini cocktail) and they are for sale. Dish components are defined on the Recipe tab. All Dish’s components are written-off immediately after sale by the “Food services production” document. If the Dish is a part of another Dish or Convenience food, its components will be also written-off. To add some additional information about the dish preparation, you can use the text field in the Product card \ Cooking technique tab.
    • Convenience food is the same thing as the Dish. This category is created to make distinction between dishes and convenience food more easily.
    • Services are intangible products which can be bought and sold. But buying or selling a service doesn’t generate any warehouse movements.

Fields values of the product card

Tab “Main”:

  • Group is the name of the group that the product belongs to.
  • Barcode is the code to be scanned. Using the barcode scanner, you can significantly simplify the process of choosing a product during selling operations and warehouse management. A code indicated on the product package can be used as a product code. If there is no code, for example on dishes or beverages, you can generate it. To generate a new unique code, you should click the arrow button situated to the right from the Barcode On the picture above, both the field and the button are marked by a blue frame.
  • Description gives detailed information about products. You can keep description records in multiple languages. To change the input language, use the button
  • Selling price variable allows modifying the price depending on different conditions.
  • Products sold by weight determines whether you need to input the weight of goods being sold or not. This weight field can be used both for food and beverages. Work with weighted goods is described in the section Weighted goods. Work with PLU
  • Production storehouse is the storehouse where the dish is prepared.
  • Taxes defines whether a dish’s products are liable to tax.
  • of shrinkage shows the product’s weight loss during storage or cooking.
  • Last receipt price displays the last price of the product according to the receipt documents

Tab “Sell price”:

  • Price-list displays the menus’ names for which the price is valid.
  • Price is the price of products being sold according to the Price-list (Menu). This is the price for an item of the basic measurement unit. Different menus can have different prices.
  • Enabled adds products to the corresponding Price-list (Menu) of the tablet.

Product card | фото 2 | SmartTouch

Calculation of the product’s price according to the extra charge rate

Click on the Calculate sell price button and input your extra charge rate in the displayed dialogue box.

The program will automatically calculate the selling price and display it in the Sell price field.

Tab “Meas.units” (Measurement units)

 

Product card | фото 3 | SmartTouch

  • Basic meas.unit defines the measurement unit which will be referenced to every time you need to recalculate the alternative units using the conversion rate.
  • Meas.units used to record products arriving represents the list of options to recalculate in basic measurement unit with due allowance for the conversion rate. It is generally used to recalculate the number of recorded goods in different packages.
  • Min.qty for auto request defines the number of products to be ordered automatically after the stock limit is reached. This functionality works only if the auto-creation of limits requests mode is enabled. To enable the auto-creation mode, use the switches Create automatically a product request for items having reached the minimum acceptable stock and Create automatically a product request for items which stock is less than the recommended one in the section Settings\Accounting policy

Tab «Categories»

 

Product card | фото 4 | SmartTouch

  • Print cat. determines the location where a preparation ticket will be printed, for example, the kitchen where the dish will be prepared.
  • Extra print cat. determines an additional location to print a preparation ticket, for example, the kitchen where the dish will be prepared.
  • Fiscal Group defines a fiscal group for tax accounting.
  • Product category defines a dish’s category, for example, a dish for breakfast
  • Classifier
  • Organization allows linking products to enterprises of different forms of ownership.
  • General modifier means that the product is the modifier available for all dishes.
  • Vendor code / Article (previously Vendor code or External code) is the code used to link products with the third-party systems.

 

Tab “Recipe”

The Recipe tab provides the list of ingredients and their amount in dishes.

Recipe is used as a base to calculate the cost price of a dish.

Product card | фото 5 | SmartTouch

Data about each product – ingredient are entered in the table line by line:

  • Product — ingredient
  • is the required amount of a product (ingredient) to prepare a dish
  • net is the required amount of a product (ingredient) to prepare a dish
  • Price is the net amount of a product (ingredient) without its packaging which is required to prepare a dish
  • Cost price is an automatically calculated value based on the information about product (ingredient) purchase

If you click the Calculate cost price button, the program will automatically refresh the next values:

  • Cost price
  • Sell price
  • Extra charge.

TabPrepar.instruc.”

This tab provides a text field with preparation instructions.

Tab «Nutritional value»

This tab provides nutritional values which you can use as guidance on food intake and balanced nutrition for your clients. Using the program, it is possible to keep records about carbs, fat, proteins and calories in dishes.

Product card | фото 6 | SmartTouch

 

The Nutritional value tab displays information about content of fat, protein, carbohydrate and calories.

Nutritional values are calculated automatically by the program for mixed or multi-ingredient dishes.

Dishes’ nutritional values are recorded on the basis of the dish’s recipe. All products and ingredients contained in the dish are listed in the recipe.

Nutritional values of products and ingredients are to be entered in advance in their cards.

If the dish’s components are modified, its nutritional values will be recalculated after clicking on the Calculate cost price button of the Recipe tab.

Product card | фото 7 | SmartTouch

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.

 

Tab «Photo»

This tab allows uploading, modifying or deleting a product’s photo. Products photos are displayed in the mobile application, in the Sales and Storehouse sections. If you need to keep several photos of a product, for example to make a slideshow for the electronic menu, use the function Add images to products selection menu in the section Administration panel \ Products \ Price list items

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.

 

When registering a receipt in the section Administration panel \ Stock \ Products arrival , in the field “Meas.unit” select the appropriate unit of measure. The program will automatically recalculate the amount of the goods in the base unit.

 

The program will automatically fill the “Price” field with a value equal to the price according to the last product arrival document according to which the goods were delivered.

Change the price of the product if it does not match the price of the current arrival.

 

Different measurement units for products arrival in the warehouse | фото 1 | SmartTouch

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 goods button allows you to load a list of products from the database into the database.

  • Import from csv-file from external file, CSV format, information in which is divided into columns using commas.
  • Import data from a table – by copying cells of a spreadsheet (for example, excel), in which the columns follow a certain way.

 

Working with products list | фото 1 | SmartTouch

 

Importing data from a table:

  1. Prepare a list of products for the table with the following columns: Name, Group name, Sale price, Purchase price, Bar goods, Barcode

 

Working with products list | фото 2 | SmartTouch

 

2. Click the Import goods button \ Import from table

3. In the table, select the cells with the goods that you want to import. Copy the table cells to the clipboard (For Excel, press CTRL + C or the context menu option “Copy”)

4. In the “Import data from a table” dialog box,

Set the pointer to a cell marked as Ctrl-V (in the upper left corner)

Working with products list | фото 3 | SmartTouch

5. Simultaneously press the Ctrl + V keys or the “Paste” context menu option. Copied text appears in the window.
Click the “Save” button

 

Working with products list | фото 4 | SmartTouch

 

 

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.

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 group operation window is called when the Group processing of elements in the directory “Products” | фото 1 | SmartTouch button is pressed and the Group processing  of elements option is selected.

Group processing of elements in the directory “Products” | фото 2 | SmartTouch

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.

The Production catering document is located in the Administration panel\Stock\Production catering

There are two possible modes of writing-off:

  1. Write-off mode: in this mode, the warehouse stock will be written-off on actual basis of dishes sales. A writing-off document of sold dishes is created automatically and includes the calculation of a cost price for each ingredient which the dishes were made of.

If you press the Generate writing-off on sales button on the Stock \ Production catering screen, only documents for writing-off by sales will be created.

  1. Production mode: in this mode, dishes and semi-finished goods production will be written-off on actual basis.

For production records, you have to go to the Administration panel: Products \ Products and Dishes…

  • and in the Production storehouse 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:

  1. Press the Create button
  2. In the document card, set the Production mode
  3. Press the Add row button on the Dish production grid to generate the list of produced dishes.
  4. Press the Fill button to fill the list of dish ingredients in from its job order cost card.
  5. Using the Ingredients list, you can modify a dish composition, for example, change products in the production.

 

If there is a stock balance in the warehouse, it will be writtenoff 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: Stock\Products arrival

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)

Executing products receipt

You can prepare products receipt in the Administration panelsection 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 panelsection 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

 

Executing products receipt. Receipt based on the payment bill | фото 1 | SmartTouch

 

Importing a list of products from a csv file

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 (Vendor code); Quantity; Price; Amount (with tax)

Product indicators are separated by a symbol ; (semicolon). Fractional Separator – Point

Each item on a separate line:

Example

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

 

Export to Excel

To upload to the Excel file format, click the Export to Excel button.

In the dialog, specify the location on the local disk where the file should be saved.

Executing products receipt. Receipt based on the payment bill | фото 2 | SmartTouch

The following columns are unloaded:

  • Document Number
  • Date of creation
  • Vendor number
  • Stock
  • Amount
  • Tax
  • The user who created the document
  • Comment
  • Tax

You can draw up a Product order:
* in the Mobile Application by using a button or an option of the Requests menu.
* in the Administration panel Warehouse\Requests.

All requests created in the Mobile Application on the tablet become visible in the Administration panel.

If you work in the Mobile Application, you can specify supplier’s company name or internal order in the Supplier field.
The order itself doesn’t mean a product arrival and it doesn’t create any warehouse movements.

To create a real products arrival, you have to tap the Input Arrival by order button. In this case a new document containing products items of the order will be added in the «Products arrival» list. To complete arrival order creation, open the appropriate document in the Administration panel, tab Warehouse\Product Arrival\Modify button. Input prices and correct quantity.  Once you save this document, a warehouse movement will be created.

Automatic calculation of the required quantity of ordered goods

Open the section Administration panel \ Warehouse \ Requests for goods and materials

Click the button in the form of a gear on the right side of the screen.

Requests | фото 1 | SmartTouch

In the drop-down menu, select the required method for calculating the quantity of goods:

  • Form on the basis of minimum limits
  • Form on the basis of recommended limits

 

The program will automatically calculate and fill the required order items

Orders (Sales) created in the Mobile Application on the Tablet are visible in the Administrator’s Panel in the Orders section.

 Orders | фото 1 | SmartTouch

 

The list of applications can be limited by the date of creation using the Start date, End date filter.

 

 

Orders | фото 2 | SmartTouch

When you click the down arrow on the Search button, additional order selection criteria are available:

  • Order Id
  • Comment
  • Outlet
  • Created By
  • Table
  • Payment type
  • Class categories
  • Taxes
  • Products and production
  • Only opened
  • Delivery

 

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

 Orders | фото 3 | SmartTouch

To view the payment order history, go to the Payments tab

Orders | фото 4 | SmartTouch

 

If you click on the Export to Excel button, the program will offer to perform one of three actions:

  • Export to Excel; upload the filter list to the Excel spreadsheet
  • Export to Excel – orders for all time – download the list of applications to the Excel spreadsheet with no time limit
  • Order Items – download a detailed list of orders, ordered dishes, payments, and all information related to orders to an Excel spreadsheet. This list is convenient for carrying out in-depth analysis and building arbitrary reports using Excel.

Orders | фото 5 | SmartTouch

Symbol indicates Orders | фото 6 | SmartTouch 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.

Orders | фото 7 | SmartTouch

The “Do not show in the electronic menu, BonusMe” option in the Administration Panel \ Products \ Price elements \ The menu item card allows you to disable the display of the price element in eMenu and BonusMe

Reports section:

Day report: During a day the following key figures are displayed in three sections:

  • Bottom line: Sales, Returns, Discounts, Sold quantity, Guests number, Average check.
  • The most popular: Products (Dish) designation, Quanity, Totals.
  • Discounts: Discount designation, Totals.

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 kind of payment – sales for the period in the context of types of payments with the possibility of filtering through the institution. In addition to the date (day) of the reporting period, in the calendar parameters, you can determine the time range of sales

Columns: Payment type, Sold quantity, Sold amount, Average 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:

Products

Products groups

Products categories

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)

Options:

  • Date of the start – Date & Time beginning a reported period
  • End date – the date & time due dates a reported period
  • Institution
  • Do not take into account the view of Loan Payment
  • Do not show the zero position
  • Only the fiscal receipts

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).

 

Reports of the Stock section

 

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

  • Products
  • Measurement unit
  • Opening stocks (Quantity, Totals)
  • Receipts (Quantity, Totals)
  • Expenditure (Quantity, Totals)
  • Closing stocks (Quantity, Totals)
  • Minimum stock

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:

  1. In the Supplied field, specify the required enterprise
  2. Click button Export in Excel

After the program unloads the file on your computer, it can be opened in a spreadsheet editor.

 

Charts – Displays cost of goods sold in the form of a graph

Vertical – cost of goods sold

According horizontals – the days of the reporting period.

The report has two modes:

  • Only a selected period
  • Compared to the previous period

 

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.

Reports of the Administration panel | фото 1 | SmartTouch

 

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.

Reports of the Administration panel | фото 2 | SmartTouch

 Gains and losses

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

Columns:

Title of the article income / expense, places Name

Section Month: Columns amount on articles Interest

Reports of the Administration panel | фото 3 | SmartTouch

 

 

Reports of the Loyalty section

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.

 

Orders with partial payments report

will show you quickly the amount and date of the debt to be paid by the customer

Reports of the Administration panel | фото 4 | SmartTouch

Designed to control the debt arising from the deferred sales

Options:

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.

 

Reports of Staff section

Pay slip – all information for salary accounting

Report Options:

  • Reporting period: Start date, end date
  • Employee – limited report information on the selected employee. If the employee is not specified, the report is generated for all employees
  • Working hours in detail – enable \ disable the detail work on-time employees

 

Columns:

Reports of the Administration panel | фото 5 | SmartTouch

 

Sales by rooms and tables of the restaurant – shows the number of guests sales volumes for the period in the context of the halls and tables of the restaurant.

The Flag of Tables allows you to set or cancel the output of indicators in the section of tables.

Reports of the Administration panel | фото 6 | SmartTouch

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

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.

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.

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

1. Production and retail storehouses
2. Product card – setting up product properties
3. Executing a “Production” document
4. “Products stock movements” report – control of products receipt
5. Move products to the retail storehouse
6. “Products stock movements” report – control of products movements
7. Sales of products
8. “Products stock movements” report – control of products write-off action at the retail storehouse

 

Administration panel \ Reports \Logging \ suspicious actions

The report displays information in the columns: Order number, Date (and time of action), Action, Comment, Created (User), Institution

with the following user actions:

  • return on order
  • discount removal
  • delete an order
  • repetition of a meeting
  • cancellation
  • open a closed order
  • adding a manual discount

In the Administration panel:

* Create and set up rights for the groups of users (Cash register clerks, Administrators, Waiters) in the Access\Tablet user Groups screen

* Assign tablet Users to the corresponding Users Groups in the Access\Tablet users screen

Date of prohibition of editing of warehouse documents – allows you to prevent changing warehouse documents with a date earlier than installed in the Administration panel: Stock \ Advanced \ Storehouses \ – select warehouse – “Date of forbidden modifications

in the Administration panel:

  • Check the availability of the goods in the Menu in Products \ Elements of the price. Set the necessary price (left top), see the missing items.
  • Check whether the Price and the Point of Sale match in the Settings \ Places \ Price field.
  • Check compliance Access \ Users Web panel \ User \ Login and Administrator of the Place under which you logged in to the Tablet.
  • Check the conformity of the Facilities to the User: Access \ Users Web panels \ Institution \
  • After editing the data in the Administration Panel, to update the information on the tablet, restart the Mobile Application

This type of document is created in the Administration panel\Stock\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.

 

Inventory document | фото 1 | SmartTouch

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.

 

Inventory document | фото 2 | SmartTouch

 

The results of discrepancies between the accounting and actual amounts are displayed in the Columns Varian. sum + and Varian. sum

Write-off can be made on the tablet or in the Administration Panel.

Write-off of in the administration panel described here.

Write-off on the tablet.

To go to the “Write-off” section, select the option of the Table menu: Warehouse \ Schedule

 

 

 

Section “Write-off” has two modes of operation: Goods and Documents. Switching between modes occurs by clicking on the corresponding tab located at the top right of the window of the mobile application.

 

 

In the Goods mode, the menu of goods available for debiting is displayed on the right side of the application. In Goods mode, a list of goods is generated.

In the Documents view, a list of debit documents is displayed on the right side of the application. This mode is provided for working with the list of documents. When navigating through the list, the list of items written off in the document is displayed on the left.

 

 

To create a new document, click the New Document button, if necessary, edit the date, the time the document was created in the dialog, and then fill in the Comment field.

Switch to the Goods mode to create a list of items to be written off.

When you click on the button with the name of the goods, it is added to the debit document.

The quantity of the written-off goods can be specified in the dialog after pressing the button with the goods:

 

 

or edit directly in the list of goods in the document with the + (plus), – (minus)

Clicking the Copy to New button allows you to create a new document with the same list of items as the document on which the index was placed.

After the final list of products is created, click the Hold document button, after the exchange the document will be sent to the cloud and will be available in the Administration panel \ Warehouse \ Goods write-off

The document can not be deleted, but can be reversed, that is, create a new document with negative values ​​for the quantity of goods.

For a reversal, set the pointer in the list of documents for the document that you want to cancel and click the Reversal button, and then a new document with negative line items will be displayed.

Reversing individual items is only available in the Administration Pane.

 

 

 

 

You can find the list of available printers (network, bluetooth and usb) in the printer’s card: Administration panel\Settings\Printers\Printer type field.

Actually, the list of printers models (both for Android and iPad) working with the program is much larger than the list present in the printers card.

To check the compatibility of a new printer, send us the name of its model

Yes, the full version of the application is available for iPad.

A return receipt accompanies the transfer of goods to the supplier, in fact is a receipt of a consignment note but with a negative quantity of goods.
Therefore, work with returnable invoices takes place in the same section of the Administration Panel as with the waybills: Warehouse \ Goods Receipt

The return receipt | фото 1 | SmartTouch
A return waybill can be made on the basis of an invoice, in which case its original content will correspond to an incoming invoice.
To create a return invoice, under the Enter button on the bottom, select the option Returnable invoice
Then you can edit and save the document

To perform the inventory count, go to the screen Warehouse\Inventory of the mobile application and proceed as follows:

* Click the “New document” button and set the date and time for the inventory count, if necessary add comments.

* Perform the inventory count of the products’ remaining quantity by selecting an item in the menu (the right part of the screen) and entering its actual quantity.

Performing inventory count with the Tablet | фото 1 | SmartTouch

 

If you have a scanner connected to your tablet, you can choose an item by scanning its barcode.

The list of items with their actual quantity will be saved in a new inventory document situated in the left part of the screen.

When inventorying a weight product, weigh the goods using a scale connected to the POS terminal, or enter the weight manually. In any case, please note that the weight goods can be weighed in several stages (for example, sugar is in several bags). With repeated weighing, the program will automatically summarize the result of all weighings.

To switch to another inventory document, use the toggle button Products\Documents.

  • Once you have completed entering all actual remaining quantities of product items in the warehouse, click the “Post document” button. All information about the inventory count will be immediately transferred to the cloud and displayed in the form of a document in the Administration panel – Warehouse\Inventory section.
  • To compare the actual and expected remaining quantities of products in the warehouse, open the inventory document in the Administration panel using the link Warehouse\Inventory.

The Copy button allows creating a copy of the inventory document with the purpose of its further updating.

The Delete button allows deleting the document, if it has not been posted yet.

The menu button […] allows editing the moment and comments of the document, if it has not been posted yet.

Work shift report

Designed to control cash discipline, help avoid erroneous operations and abuse of personnel

  • Date Start Time
  • End Time
  • Hours
  • Tablet User

 

Salary calculation

Information for the calculation of wages

Report parameters:

  • Reporting period: Start date, End date
  • Employee – to limit the report to details of the selected employee. If the Employee parameter is not specified, the report is generated for all employees
  • Working hours in detail – enable / disable detailed work of employees by time

 

 

 

A stock balance in the warehouse can be defined in the Administration panel:

  • Stock\Reports\Products stocks movements
  • Stock\Inventory

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\Writeoff automatically. Thus products will be written-off automatically after every selling.

Press the Generate writing-off sales button on the Warehouse\Products writeoff 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 writeoff 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.

The following are minimum requirements to successfully install and run our Program:

* OS Android version 2.3 and upper
* iOS (for iPad)

For convenience of use, we recommend to use tablets having a minimum 10-inch screen.

Our application allows working both with USB barcode scanners connected to the tablet via a cable and with Bluetooth scanners.

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.

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).

The program defines the most popular Dishes (Products) based on the sales statistics for the last 30 days.

It means that the program will offer Dishes or Products in the Popular section according to these data

Z-report is a special type of receipt printed on a cash drawer. It contains information of a day report. After running the End day function, the cash register will automatically reset its internal storage memory and all data will be saved and feed into the cash register fiscal memory. This report allows balancing cash drawers every day. Besides, the Payment transactions register is completed on the basis of this report. Thus following a consistent set of closing procedures (including printing and gluing your Z-report in the appropriate section of the Payment transactions register)  is essential to protect your establishment assets and avoid financial penalties for late capitalization of cash in your cash drawers.

When and haw many Z reports should be printed?

  • When your establishment or point of sale is open, it’s essential to produce a Z-report. At the end of the shift or day (in 24 hours at latest), you must reset the cash drawer, print a report and complete the Payment transactions register based on this report even if you came to work, switched on the till and performed an “internal payment” but you didn’t have a single customer, and you didn’t execute any payment transactions with cash.
  • When your establishment has days-off according to the validated working hours, it is not necessary to produce a day report.

SmartTach POS technology offers you the possibility to work in the Mobile Application on the tablet even without Internet but in this case keep in mind the following particularities:
* Once you run the application on the tablet, the status of the directory (tables with settings) will correspond to the last synchronization with the Cloud.

* During this period of offline work, all products supply requests as well as the information about sales will be accumulated on the tablet.

* Documents exchange between the tablet and the Administration panel will be executed automatically as soon as the Internet connection becomes available

* Nevertheless the Internet connection is absolutely mandatory during the first launch of the Mobile Application on the tablet.

You can access reports of the mobile application through the Reports menu options.

Here the following types of reports are available:

Per payment types over a period: Payment method, Orders Amount, Sum, Average check

By orders over a period with grouping per checks:

Group of the check heading: Date and time (of the check), Oder ID, Author (Salesperson, waiter), Quantity (number of items in the check), Amount (of the check), Comments.

Check content (items):  Products (Products designation/Dishes), Quantity, Amount

Per payments over a period:  Date and time (of the payment), Payment ID, Author, Payment (Article of cash movement), Amount, Comments.

Per discounts over a period: Date and time, Order ID, Owner of the discount, Quantity, Discount %, Discount, Amount

Actions Log represents a log journal of the mobile application’s users: Date and time, Action, User, Comments, Order, Item.

 There is also a possibility to set a filter by events type.

Sales report over a period and here you have the possibility to configure reports sections (sub-summary groups): Payment type, Waiter, Table, Order, Dish.

Reports of the mobile application SmartTouch POS | фото 1 | SmartTouch

The figure shows an example of a dialog for setting grouping parameters for Rooms and Tables

 

You can view sales by setting the period From and To (Date and time) with the help of the calendar widget or using the arrows in the upper-right corner of the screen.

 

Reports of the mobile application SmartTouch POS | фото 2 | SmartTouch

 

 

 

 

Reports of the mobile application SmartTouch POS | фото 3 | SmartTouch The button  allows getting access to additional setting parameters that are available for some reports

 

If you want to set a goods quantity (weight) as a mandatory value when adding a new item, it means that a dialogue box will be displayed automatically requesting to input product quantity (weight), you should set a flag in the Administration panel: Products\Products and Dishes\Weight

You can use the Weight flag both for loose and draught goods.

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.