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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.
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 by partial payments
Designed to control debt arising from deferred sales
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:
Security reports are located in the Administration Panel \ Reports \ Action Log section:
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).
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:
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
To switch a license from one device to another:
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
Products stocks movements: Displays products stocks in the warehouses for the specified date range with the possibility to filter by Storehouses, Categories and Type of goods.
The report have mode the Do not show zero positions
Reports lines are highlighted in red if product’s stock in the warehouse is less than an authorized minimum level (column min.stock).
In the production mode of public catering, when you click on the product line, the report displays the document numbers according to which the goods moved. If the product is an ingredient, then the products in which it is included are shown.
The additional form of presentation End balances for storehouses
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:
Columns: Document number, Date / time of document creation, Goods, Supplier, Target storehouse, Base unit price, Quantity, Sum incl. tax
Products transfer:
Columns: Document number, Date \ time of document creation, Goods, Target storehouse, Source storehouse, Price of base unit, Quantity, Sum ibcl. tax
Suppliers settlements – the history of mutual settlements with the supplier for the purchased goods.
Columns: Supplier, Balance at the beginning of the period, Delivery, Outgoing payments, Balance at the end of the period
In order for the uploaded file with the details (the list of receipts and payments), it is necessary:
After the program unloads the file on your computer, it can be opened in a spreadsheet editor.
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:
Printing occurs after clicking on the Print button in the warehouse document card
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:
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:
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.
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
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:
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:
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
Sales by employees
Allows you to get information about sales in the context of employees or users of the tablet.
Report Parameters:
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.
The detailed table includes sales by type of payment and columns Number and Amount
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).
Vertical – cost of goods sold
According horizontals – the days of the reporting period.
The report has two modes:
In mode only the selected period are displayed for sale with the help of the established calendar (start date, end date) period.
In Compare mode with the previous period are displayed simultaneously:
sales for the installed using calendars (Start date, end date) sales period for the previous period.
The duration of the previous period is automatically “shifted into the past” in relation to the assigned reporting period by the corresponding number of days of the reporting period.
That is, if you set the reporting period equal to the week, the previous comparable period will correspond to the previous week. The graph reporting period, highlighted in green, and the previous period – purple.
If you click on the graph to the intersection point of the day, the program will display a hint about the displayed period.
In Compare mode with the previous period on the horizontal axis of the chart displays the serial numbers of days of the reporting period.
The parameter allows you to set Group by day, week or month as a group sales figures, that is, indicators will be are summarized and displayed according to the specified groups.
Gains and losses – comparison of monthly figures in the period with the possibility of filtering by the institution
Parameters defining the reporting period: Start date, end date
Columns:
Title of the article income / expense, places Name
Section Month: Columns amount on articles Interest
will show you quickly the amount and date of the debt to be paid by the customer
Designed to control the debt arising from the deferred sales
Options:
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.
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.
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 Reports tab – allows you to select only the reports required by the user.
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.
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:
Tab «Sell price»:
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)
Tab «Categories»
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.
Data about each product – ingredient are entered in the table line by line:
If you click the Calculate cost price button, the program will automatically refresh the next values:
Tab “Prepar.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.
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 recoded 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.
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:
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.
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.
Importing data from a table:
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)
5. Simultaneously press the Ctrl + V keys or the “Paste” context menu option. Copied text appears in the window.
Click the “Save” button
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 
button is pressed and the Group processing of elements option is selected.
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:
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.
For production records, you have to go to the Administration panel: Products \ Products and Dishes…
After being made, the Dish comes to the production warehouse at cost price according to the job order cost card. Its composition ingredients are written-off accordingly.
If the Dish is moved to another warehouse for further selling, it will be recorded and written-off as a Product (without job order cost card) at the cost price of the production warehouse.
Writing-off documents of produced dishes are created manually in the following way:
If there is a stock balance in the warehouse, it will be written–off with an allowance of its average-weighted price.
If there is no stock balance and writting-off into the red is authorized (the flag Settings\Accounting policy\Authorize writing-off without products stock balance is set), the program will write-off at the last receipt price. The receipt price is defined in the Administration panel: 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 panel, section Warehouse \ Products arrival
To create a receipt, click on the Create button
In the document card, fill in all required fields:
To enter the list of products, click on the Add row button.
In the new row, you have to input:
The products amount will be calculated automatically.
Add a new row in the table for each product type.
After completing the products list, click on the Save button.
Receipt based on the payment bill
In the Administration panel, section Warehouse\Products arrival, set the row pointer on the receipt paper to be paid.
Click on the button Input based on – Payment
Fill in the payment details in the document:
To save the document, click on the Save button
The list of goods in the receipt document can be downloaded from a text file in csv format
1. Prepare the file in accordance with the format specified below.
File format for download:
Product code (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.
The following columns are unloaded:
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.
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.
In the drop-down menu, select the required method for calculating the quantity of goods:
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.
The list of applications can be limited by the date of creation using the Start date, End date filter.
When you click the down arrow on the Search button, additional order selection criteria are available:
Initially, the order table has columns: Order number, Status, Table, Institution, Amount, Extra charge, Discount, Created, Closed, Comment
If you click on the order line, additional information about the order’s composition will appear: Name, Quantity, Amount.
When you click the Open button, the order card is displayed
To view the payment order history, go to the Payments tab
If you click on the Export to Excel button, the program will offer to perform one of three actions:
Symbol indicates 
orders that require delivery to the consumer. Double-click on the delivery symbol to open the list of delivered products.
The set the Delivery flag, allows you to set a filter that allows you to display only orders associated with delivery.
The “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
Day report: During a day the following key figures are displayed in three sections:
By employees: Displays sales for the specified date range with the possibility to filter by establishment.
It contains the following columns: Employee, Sold quantity, Discount, Sales Totals, Average bill.
Cash report: Displays till operations for the specified date range with the possibility to filter by establishment.
profitability of sales: shows a profit calculation broken down by dishes for the specified date range.
It contains the following columns: Products, Sold quantity, Sales Totals, Written-off quantity, Written-off amount, Cost price of 1 item, Markup percentage, Profit.
Sales by 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:
It is possible to get sales figures in accordance with the changes of cash. The reporting period in this case is set by the additional parameter – the beginning and end of the shift. The arrow buttons “Forward” and “Back” allow “flipping” a report in accordance with the changes of cash, time shift will be entered automatically.
Activity Log – list of operations with documents / objects database for the period
Column: Date (date and time of the operation), description (ID – document / object, name), Login (user to perform an operation), IP (IP address), the user’s action (operation type: create, update, delete).
Products stocks movements: Displays products stocks in the warehouses for the specified date range with the possibility to filter by Storehouses, Categories and Type of goods.
The report have mode the Do not show zero positions
Reports lines are highlighted in red if product’s stock in the warehouse is less than an authorized minimum level (column min.stock).
In the production mode of public catering, when you click on the product line, the report displays the document numbers according to which the goods moved. If the product is an ingredient, then the products in which it is included are shown.
Cost card report – information about ingredients cost the product is made of.
Suppliers settlements – the history of mutual settlements with the supplier for the purchased goods.
Columns: Supplier, Balance at the beginning of the period, Delivery, Outgoing payments, Balance at the end of the period
In order for the uploaded file with the details (the list of receipts and payments), it is necessary:
After the program unloads the file on your computer, it can be opened in a spreadsheet editor.
Vertical – cost of goods sold
According horizontals – the days of the reporting period.
The report has two modes:
In mode only the selected period are displayed for sale with the help of the established calendar (start date, end date) period.
In Compare mode with the previous period are displayed simultaneously:
sales for the installed using calendars (Start date, end date) sales period for the previous period.
The duration of the previous period is automatically “shifted into the past” in relation to the assigned reporting period by the corresponding number of days of the reporting period.
That is, if you set the reporting period equal to the week, the previous comparable period will correspond to the previous week. The graph reporting period, highlighted in green, and the previous period – purple.
If you click on the graph to the intersection point of the day, the program will display a hint about the displayed period.
In Compare mode with the previous period on the horizontal axis of the chart displays the serial numbers of days of the reporting period.
The parameter allows you to set Group by day, week or month as a group sales figures, that is, indicators will be are summarized and displayed according to the specified groups.
Gains and losses – comparison of monthly figures in the period with the possibility of filtering by the institution
Parameters defining the reporting period: Start date, end date
Columns:
Title of the article income / expense, places Name
Section Month: Columns amount on articles Interest
Report by bonus points displays information for the specified date range.
It contains the following columns: Name and Surname, card number, received bonus points, spent bonus points, order number.
Consolidated report by discounts for a specified date range with filtering by establishment.
It contains the following columns: Discount (designation), percent of a discount, discount amount.
Detailed report by discounts displays information for a specified date range and allows to filter by establishment.
Columns: Order number, Order status (Open/Closed), Establishment, Created by (waiter, salesperson), Guest, Discount (designation), percent of a discount, discount amount, order amount.
will show you quickly the amount and date of the debt to be paid by the customer
Designed to control the debt arising from the deferred sales
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.
Pay slip – all information for salary accounting
Report Options:
Columns:
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.
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
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:
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:
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:
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:
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.
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
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.
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.
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
Salary calculation
Information for the calculation of wages
Report parameters:
A stock balance in the warehouse can be defined in the Administration panel:
You can write-off products in the Administration panel:
* Products without recipe are written-off on the Warehouse\Products write-off screen.
* Dishes with recipe are written-off on the Warehouse\Production catering screen.
If you want to write-off products automatically, set the corresponding flag in the Administration panel: Settings\Accounting policy\Write–off automatically. Thus products will be written-off automatically after every selling.
Press the Generate writing-off sales button on the Warehouse\Products write–off screen or on the Warehouse\Production catering screen and the corresponding products will be written-off as of pressing this button.
If there is a product balance in the warehouse, it will be written-off with an allowance for its average-weighted price.
If there is no balance and writting-off into the red is authorized (the flag is set Settings\Accounting policy\Allow to write–off if product balance is absent), the program will write-off at the last receipt price. The receipt price is defined in the Administration panel: Warehouse\Products arrival.
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?
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.
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.
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.
Barcodes are used to identify Products. That’s why we recommend to equip each workplace with barcode scanners to increase work speed and avoid errors while inputting products nomenclature. Values of all products barcodes are set on the Products detail screen in the Administration panel\Products\Products and dishes.
To input a barcode, move the cursor to the Barcode field and scan the barcode label applied to products or their packing cases.
Barcodes scanners can be connected to:
Based on the connection type, you can use a
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