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Mobile POS terminal

The reasons for applying the manual discount are used to control and subsequently analyze the use of manual discounts.

The reason list is registered in the Administration panel \ the Settings \ Reasons for applying manual discounts.

 

 

In the Administration panel \ Settings \ Accounting policy \ Ask for reason on manual discount apply, you set the sign of the request.

 

When you apply a manual discount in a mobile application, a dialogue pops up about the need to select a reason.

 

Creating a promotion such as “Seventh Coffee for Free”, for example, creating the 3rd tomato juice for free. The cost of juice 5. When selling 3 juices, the discount should equal 5, and the amount to pay 15 – 5 = 10.

  1. Create Promotion “Seventh Coffee for Free”. Admin panel \ Loyalty \ Discounts and Actions button “Create”

Fill in the fields:

  • Name: 3rd tomato juice for free
  • By percent
  • Percent: 100
  • Promotion “Seventh coffee for free”
  • Enabled
  • Product Category: Juices
  • Number of the free item: 3

Button “Save”

 

2. Check the application discount on your tablet: in order to make the dish “tomato juice” in the amount of 3 servings.

 

 

3. Press the “Discounts”

 

 

4. Press the “Guest Choice” button. Select guest:

 

 

5. Confirm the use of the discount to the guest in the dialog box:

6. Pay for order 10 with discount 5

 

 

Portrait orientation of the user interface is designed for convenient operation on devices with a portrait screen layout, for example, a smartphone.

Currently, this mode is only available for the Android OS.

Switching the orientation of the POS terminal interface is done in the Settings \ Interface \ Orientation section

 

 

Window for entering the PIN-code:

Main menu:

Open orders:

Enter the number of guests and the number of the table:

 

Order window, choice of dishes:

Order menu:

 

 

 

Payment for the order:

Holidays are usually the busiest days of the calendar year for the establishments. And the mobile technologies are able to considerably simplify the staff’s job during these high-traffic dining days. Increasing number of guests won’t create workload for waiters. Now all guest will know if their ordered dishes are ready from the big screen in the restaurant room and waiters will get this information from the screen of the SmartTouch POS mobile terminal.

 

 

How the system of orders service works

 

Orders’ registration in the «Sales» screen 

Waiters register all orders in the «Sales» screen of the mobile POS terminal. Besides dishes’ designations and quantity, waiters can also specify the appropriate set of modifiers in the «Sales» screen as well as indicate visitors’ needs as to the dishes preparation. Once the orders are accepted, the waiter gives a preparation ticket to the visitor(s) where the order number and the list of dishes are printed.

 

The «Kitchen» window to confirm orders’ completion (or cancelation) by the cook

 

The «Kitchen» window is literally an automated work place of the cook. The information about placed orders is displayed in this window. The cook gets the order’s information on his tablet: what kind of dishes to be prepared, the list of their modifiers to be used and the clients’ wishes as to the preparation of dishes. Once the dishes preparation is completed, the cook clicks on the «Production completed» button to confirm the operation. In special cases (for example, if some rare ingredients are missing), the cook can cancel the order (the «Production canceled » button).

 

 

Read more: Order, comments. Printer or kitchen screen output

 

How the waiters can monitor the orders completion in the «Kitchen» and «Completed orders» screens

 

The waiters can track the information about orders completion on their tablets by using one of two screens:

 

  • Kitchen— this screen provides full information about dishes and requirements as to their preparation
  • Completed orders— this screen provides brief information about orders completion

Unlike the «Kitchen» screen, the «Completed orders» screen displays the number of the completed order without providing any further details about it. Just after the order being completed, a bright red square is displayed accompanied by a sound effect.

 

Read more: Completed orders in the Mobile terminal

 

How the clients can track the completion of their orders using the «Completed orders» screen on the big monitor

 

The guests can track the completion of their order by its number (printed on the preparation check) on the big monitor installed in the restaurant room. New orders are highlighted in green during first 20 seconds. And all prepared orders will remain on the screen during half an hour.

 

 

Read more: How to set up access rights to the Mobile terminal. Users groups

 

How to get the «Completed orders» screen to display on the monitor

 

To display the screen on the monitor, you will need one of the following devices on which the Mobile POS-terminal can be launched:

 

  • A personal computer with OS Windows. You can download the software for it from here…  The monitor or TV can be connected via HDMA interface or VGA by using the appropriate cable.
  • A large screen tablet, for example for small restaurant rooms you can choose Samsung Galaxy View T-677 18.4 inch, with FullHD.

 

The «Completed orders» screen should be displayed on the device. The tablet user right to «Access the kitchen window » should be enabled. You can find how to set up tablet users rights here .

 

The «Completed orders» screen is available in any subscription packages for SmartTouch POS, — to use an additional device, you will need to purchase the «Additional tablet » license.

 

For those who have just learned about SmartTouch POS

 

We provide free trial access to all functions (mobile terminal, administration panel, kitchen window) for new users of our applications.  Take advantage of our management system for cafés, restaurants and bars during 14 days and get a detailed guide on how to automate sales using mobile devices.

 

Try for free

Our task is to create a cappuccino product using such ingredients as coffee, milk, sugar and a cup

  1. Creating product groups
  2. Creating ingredients
  3. Creating dishes
  4. The formation of calculation cards
  5. Selling dishes to the tablet
  6. View Results sale – reports and closed orders

All users are granted permissions according to one of their Tablet Users Groups.

You can create and set up users’ permissions:

Users access settings changes are applied when the mobile POS-terminal is restarted on the tablet.

As a rule, you can create the following groups:

Administrators — these are users who organize and manage work of the establishment. Administrators can be granted rights to set up POS-terminal, to manage other users’ rights, to view reports.

You can grant all access rights to the «Administrators» group.

 

Waiters — these are users who create and serve orders. Waiters should have rights to create orders and accept payments. In some cases, the function of payments for orders can be transferred to other staff categories, for example to Cashiers, for the purpose of controlling the process.

For example, you can grant the following rights to the «Waiters» group:

  • Access to the sales window
  • Right to accept payments
  • Right to delete items in the order
  • Right to apply manual discounts
  • Access to open orders

 

Warehouse employees — these are users who make requests for supply of products and production, receive products into a warehouse, carry out a write-off action.

For example, you can grant the following rights to the «Warehouse employees » group:

  • Access to requests for products
  • Access to products inventory
  • Access to goods receipt

 

Cashiers — these are users who accept payments, perform operations of cash deposit and withdrawal.

For example, you can grant the following rights to the «Cashiers» group:

  • Access to all orders
  • Rights to accept payments
  • Access to order return
  • Access to sales window
  • Right to delete products in the order
  • Access to reports
  • Access to cash register

 

Finances, analytics, bookkeeping — these are users who make payments and work with financial statements.

  • Access to reports
  • Access to closed orders

 

To create a new group in the mobile terminal application on the tablet, open the window in Menu: References \ Tablet users groups and tap on the Create an item button.

Then, specify a group name and select the appropriate checkboxes to enable the available users features.

 

 

 

All users are granted permissions according to one of their Tablet Users Groups.

You can create and set up users’ permissions:

Users access settings changes are applied when the mobile POS-terminal is restarted on the tablet.

As a rule, you can create the following groups:

Administrators — these are users who organize and manage work of the establishment. Administrators can be granted rights to set up POS-terminal, to manage other users’ rights, to view reports.

You can grant all access rights to the «Administrators» group.

 

Waiters — these are users who create and serve orders. Waiters should have rights to create orders and accept payments. In some cases, the function of payments for orders can be transferred to other staff categories, for example to Cashiers, for the purpose of controlling the process.

For example, you can grant the following rights to the «Waiters» group:

  • Access to the sales window
  • Right to accept payments
  • Right to delete items in the order
  • Right to apply manual discounts
  • Access to open orders

 

Warehouse employees — these are users who make requests for supply of products and production, receive products into a warehouse, carry out a write-off action.

For example, you can grant the following rights to the «Warehouse employees » group:

  • Access to requests for products
  • Access to products inventory
  • Access to goods receipt

 

Cashiers — these are users who accept payments, perform operations of cash deposit and withdrawal.

For example, you can grant the following rights to the «Cashiers» group:

  • Access to all orders
  • Rights to accept payments
  • Access to order return
  • Access to sales window
  • Right to delete products in the order
  • Access to reports
  • Access to cash register

 

Finances, analytics, bookkeeping — these are users who make payments and work with financial statements.

  • Access to reports
  • Access to closed orders

 

To create a new group in the mobile terminal application on the tablet, open the window in Menu: References \ Tablet users groups and tap on the Create an item button.

Then, specify a group name and select the appropriate checkboxes to enable the available users features.

 


All users are initially assigned to certain Tablet Users Groups. After that, they are granted permissions according to their group.

User access settings are applied after restarting the POS-terminal mobile application on the tablet.

 

Users access settings changes are applied when the mobile POS-terminal is restarted on the tablet.

 

As a rule, you can create the following groups:

Administrators — these are users who organize and manage work of the establishment. Administrators can be granted rights to set up POS-terminal, to manage other users’ rights, to view reports.

You can grant all access rights to the «Administrators» group.

 

Waiters — these are users who create and serve orders. Waiters should have rights to create orders and accept payments. In some cases, the function of payments for orders can be transferred to other staff categories, for example to Cashiers, for the purpose of controlling the process.

For example, you can grant the following rights to the «Waiters» group:

  • Access to the sales window
  • Right to accept payments
  • Right to delete items in the order
  • Right to apply manual discounts
  • Access to open orders

 

Warehouse employees — these are users who make requests for supply of products and production, receive products into a warehouse, carry out a write-off action.

For example, you can grant the following rights to the «Warehouse employees » group:

  • Access to requests for products
  • Access to products inventory
  • Access to goods receipt

 

Cashiers — these are users who accept payments, perform operations of cash deposit and withdrawal.

For example, you can grant the following rights to the «Cashiers» group:

  • Access to all orders
  • Rights to accept payments
  • Access to order return
  • Access to sales window
  • Right to delete products in the order
  • Access to reports
  • Access to cash register

 

Finances, analytics, bookkeeping — these are users who make payments and work with financial statements.

  • Access to reports
  • Access to closed orders

 

To create a new group on the administration panel, go to the section Access \ Tablet users group and tap on the Create button.

In the tab «Edit users groups», specify the group name and select the appropriate checkboxes to enable the available users features.

 

 

 

 

 

The Rights tab:

  • All orders access— enable to view orders created by other waiters (users) of the establishment
  • Requests access— enable to work with requests for supply of products in the establishment Menu: Warehouse \ Requests
  • Access to sales— enable to work in the Sales screen. Menu: Sales
  • Order return— enable to perform operations related to order return Menu: Closed orders \ Return button
  • Right for make payment— enable to accept payments Menu: Sales \ Pay button)
  • Inventory access— enable to perform inventory Menu: Warehouse \ Inventory
  • Allow to delete products in the order— enable to delete items of the order which have been previously specified. It is used to ensure the segregation of duties, for example, waiters only add dishes to orders while administrator of the restaurant room makes adjustments and payment Menu: Sales \ Delete products in the order
  • Access to closed orders— enable to view previously closed orders without modifying them. MenuClosed orders
  • Tablet reports— enable to generate reports Menu: Reports
  • Admin functions access— enable users to work in the «Settings» section of the main menu and with items of the References menu
  • Cash operations— enable to carry out cash operations and operations related to fiscal register Menu: Cash
  • Allow to use manual discounts— enable the user to apply discounts on his own when selling products Menu: Sales \ Discounts button
  • Create new order after payment— enable to create automatically a new order after payment Menu: Sales
  • Goods receipt access— enable to work with receipt papers Menu: Warehouse \ Products Arrival
  • Hide orders with Cash misc 2— orders having the payment attribute «Cash misc 2» won’t be available in the «Closed orders » So, users groups won’t be able to view them
  • Open closed orders— enable to open and modify previously closed orders. Menu: Closed orders

 

The Restaurant tab

  • Access to kitchen window— enable to view the Kitchen screen Menu: Kitchen
  • Right for check cancellation— enable to cancel a guest check before payment
  • Right to delete an item after prep. ticket is printed— enable to delete previously created items of the order after a preparation ticket has been printed
  • Access to open orders— enable to work with open orders Menu: Sales
  • Right for printing guest check— enable to print guest checks Menu: Sales

  1. Send a letter to the technical support service at SUPPORT@SMARTTOUCHPOS.EU
    Specifying in the letter of your login and password from the admin panel, as well as the number of required cards. (For example us1234 pass 3245, please provide the code for generating 100 cards).
  2. You will receive the code: (Example: с6666n0001- с6666n0100). Where c6666n 0001 is the first card in your list, accordingly with6666n0002 this will be the second card in your list and so until the last card from 6666n0100 in our cases is the 100th card.
  3. After receiving the card. In the Administration panel \ My Account \ in the Loyalty \ Guests \ section, click New.
  4. In the tab Guest \ Discounts. In the Category of discounts, select the desired discount. If you do not have it, then you need to enter the “Discounts and promotions” section to create a discount there. Then return to the Guests tab and attach the discount.
  5. In the field “Card number” enter the card number (Example: 0001), press “Save“.
  6. On the tablet, restart the program. In the “Sales” section, select the dish and click “Percent“. under the selected dish. Scan qr code – bring our card to the camera, the program will find the guest and apply the discount that we attached to this card. Click the check mark and pay

You can run SmatrTouch POS application on your tablet by taping the icon

121014_last-07

After you sign in, you’ll gain access to the application’s main menu

MApp_E

 

The main menu offers you the possibility to go quickly to the most frequently used windows of the program:

Reports opens a report by payment types.

If you want to choose another report, to go to other program’s windows or go back to the main menu, use the Menu button located in the upper-left corner of the screen.

MenuMA_E

  • Requests allows going quickly to the window of product supply order in an establishment
  • Guests opens guests list and loyalty cards window
  • Sales takes to the window of open orders
  • Closed orders allows working with the list of closed orders
  • Settings allows adjusting mobile application’s settings

 

Additional buttons:

Additional buttons may be located in the upper right corner of the windows heading. These buttons will provide the possibility to go quickly to other windows or execute various courses of action:

Aut

This button allows changing a user or reauthenticating. User’s name (of1) working on the tablet is displayed to the right of the button

kn_OZ

Transition to the window Open orders

P

Transition to the window Sales

VV

Displays sales revenue by payment type overnight

o

Initiates information exchange with a cloud

ozz

Creates a new order

a

Transition to the window Tables map

ps

Allows moving tables on the Tables map

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

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

  • Getting started in the Mobile application, Work in the Mobile Application

The Sales screen can be called from the program menu or from the list of closed orders.

On the left side of the screen there is a list of ordered dishes.

sz

 To create a new order, use the Create button.

On the right part of the screen, you can see a hierarchical menu of products (dishes). Items of the Products (dishes) menu are sorted according to the order defined in the Administration panel: Products\Price list items under the buttons with products groups’ designations.

To add new items (products, dishes) to an order, tap the corresponding buttons with products designations.  Above the hierarchical menu there are Modifiers, Popular and Search buttons simplifying the search of required products.

If you need to adjust the quantity of the ordered dishes, simply use the buttons + (plus) or – (minus).

 

t_sales_en

The Preparation tickets button allows you to launch printing of the ordered dishes on kitchen printers installed at the site.

The Guest Check button launches a guest check (bill) printing for a guest.

The Payment button calls a dialogue box requiring a payment input so you can complete the order payment operation.

 

While working with orders, you can use the following management elements

If you need to switch the window amongst orders, use the horizontal scroll bar located at the upper left of orders items list.

Knopka_tochki

 

This button allows accessing operations to work with orders:

  • Delete order
  • Change table
  • Transfer to another waiter
  • Split order
  • Comment to the order line (comment will be printed on an opposite in the form of a recommendation to the preparation of the product, such as “roast is not strong, not salt”. Also, the comment will be displayed in the “Map of tables” window in the list of table orders)
  • Сomment to the order (comment will be printed on an opposite in the form of a recommendation to the preparation of the whole order, for example, “Prepare the client in a hurry as soon as possible”. )

sale

 

This button calls a dialogue box allowing to apply a discount

help

This button displays additional information about an order

o0i-e

To create a document Production of products you need to go to the section Warehouse \ Making production

To create a product, click the New Document button.

Specify in the Name field the dish that will be produced. Choose a dish from the directory.

Using the menu located on the right side of the window, determine the set of products (ingredients) included in the dish. When choosing dishes, indicate their number.

After the list of ingredients is completed, click the button Post Document

The created new document will be available on the Administration panel in the section Warehouse \ Production catering

Creation of documents Production of products is possible in the section Warehouse \ Production catering in the Administration panel


1.Manual Discount by QR code
2.Automatic discount per time for a group of products
3.Automatic discount per product category
4.Promotion 2nd drink for free
5.Automatic discount on all products except for a particular group

Lesson 5. Creating and setting up the second establishment

Our task is to create a cappuccino product using such ingredients as coffee, milk, sugar and a cup

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

Deferral of payment allows you to postpone part payment for an order for a certain period.

Deferral of payment can be granted only to guests registered in the Administration panel \ Loyalty \ Guests

In the Guest card on the “Credit” tab, specify the number of grace days to be paid.

 

 

To apply deferred payment when paying on a mobile terminal, click the button in the context menu select the “Guests” option and in the guest list that appears, specify the Guest name to which you want to postpone the payment.

 

 

In the dialog for entering the amount of the payment, indicate the partial amount to be paid.

 

To control debts, use the Administration panel \ Loyalty \ Orders with partial payments

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

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

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

The discounts configuration screen is located in Administration panel\Loyalty\Discounts and promotions.

You can find the main settings on the Main tab, they include:

Name: Defines a discount name, for example, Discount on goods for women on Mother’s Day.

Percent: defines the applied percent of discount:

Manual: Allows to apply a discount in manual mode. A Waiter (salesperson) can apply discounts in his discretion.

–  if the Manual and Automatic radio button is checked, the applied percent will be calculated depending on the products regular price

 if the Bonus points radio button is checked, the percent of rewarded bonus points will be calculated depending on the purchase amounts

 

Types:

  • Auto:  Allows to apply a discount in automatic mode to goods and checks when items on the order match the specified criterion.
  • Bonus system: defines the mode of bonus points rewards depending on the accumulated amount spent to purchase certain products
  • Promotion ‘Seventh coffee for free’ –  a standard stock allowing to release a free dish determined under the condition of ordering No. of dishes of the same category
  • Enabled: Allows to make this discount available on the order entry screen.
  • Use schedule: Defines if the discount should be applied according to the schedule specified on the Schedule tab.

  The schedule defines the period, time and days of week when this discount becomes active.

 The schedule is effective both for automatic and manual discount.

  • Priority: Defines the order in which the concurrently available discounts are applied to the discounts check which cannot be combined. The program will select and apply a discount with a higher priority. The priority is set by digits, so the higher the digit, the less is priority.
  • Is additive: Allows to add a discount value to the values of other concurrently available discounts. As a result, a combined discount will be applied.
  • Product category: It defines a product category which the discount will be applied to. A product category is defined in the product card.
  • Affects the position in succession in the check: It defines the product order number (in descending order) which the discount will be applied to.

For example, of we set 100% off for every third position, the discount will be applied to the third position having the lowest price.

The Face value per groups tab. On this tab you can specify another discount for certain groups. Fox example, if you have entered 10% off but you don’t want to apply it to all items of the Suppliments and Cocktails groups, simply specify these groups and input 0% off on the Face value tab.

On the QR code tab, you can download a discount code, print it or send it to customers by e-mail. On the tablet, the cashier can read this code using the camera and the discount will be applied automatically (according to the rules of the discount application that were specified in the card). Besides you can disable the cashier permission to enter the discount manually and leave just the possibility to scan QR codes.

To create and set up Loyalty programs, use the screen of Administration panel\Loyalty programs.

To work with the list of Guests, go to the Administration panel section Loyalty\Guests.

If you need to work with guests on the mobile application, use the Guests screen.

The “Do not show in Tablet” terminal is set – allows you to not display discounts by the operator (waiter, cashier) in the mobile application. Typically used for automatically applied discounts.

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

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

 

 

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

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

 

 

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

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

1. Printer Bluetooth IPOS-PT2200
2. Print a test page
3. Configure the tablet pairing with a Bluetooth printer
4. Register the printer in the Administration Panel
5. Connect the printer to outlet
6. Sale of products from tablet
7. Print guest check

Mobile POS terminal allows you to follow the order comment. Comments can be used to account for the peculiarities of orders, and to identify them in the tabs in the Sales window.

The ability to display the comments in the tabs is determined by using the interface in the section of mobile application settings.

comments-en

To enter comment you must in window of sale, press the Menu button, select the order Comment and enter a short text in the dialog box that appears.

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.

Za-ingl

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

Till shifts

You can use the following operating modes of till:

  • Till shifts
  • Without Till shifts (by days)

If you need to work in the Till shifts mode:

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

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

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

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

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

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

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

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

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The sales results you can see:

* in the mobile application:

Reports\By payment methods

Reports \By checks

Reports \By selling

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

* in the Administration panel: Finance\Cash Report

 

If you work with a fiscal printer:

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

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

—  Z-report number

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

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

— sales revenue per Shift

—  report generation date

— returns

— payments on a clearing basis

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

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

Using a cash register

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

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

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

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

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

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

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

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

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

Depositing cash in the cash drawer:

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

Payment by Privat24

1. Order receipt printing with QR-code

pb1

2. Scan and read customer QR-code with a check using a smartphone. On the smartphone must be installed Privat24

Pb2

3. Payment for orders in the application Privat24

Pb3

To account for the information needed for delivery on the tablet in the Sales section, click the button kol

Delivery-EN

In the appeared panel fill in the necessary information:

If the customer is your regular customer and the information is included in the Guests list, indicate the first characters of his name or surname in the Name field and click on the arrow to the right of the field. The program will fill in the details of the Customer automatically.

If the buyer is new and has not been previously included in the guest list, enter his data in the delivery card fields.

In the Delivery Date and Delivery Time fields, specify the date and time for which the order should be delivered.

If you want to save the customer information in the Guests list, go through the main menu in the Guests section and create a buyer card there. You can also register a new guest in the administration panel \ Loyalty \ Guests

The cashflow items allow:

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

— getting reports broken down by cashflow items;

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

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

 

Outgoing payments

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

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

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

Only outgoing payments are available on the tablet.

You can overview the performed payments in:

Administration panel\Finance\Payments

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

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

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

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

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

Printing categories will allows you to organize preparation tickets printing at the site (kitchens, shops, bars).  For example, you can define to print orders for meat dishes only on the printer installed in the kitchen and to print orders for complicated cocktails in the bar.

To create and configure Printing categories and preparation tickets:

  • Go to the Administration panel: Products\Printing categories and create Printing categories for each printer installed at the site (kitchens, shops, bars)
  • Then go to the Administration panel: Products\Products and dishes\…Dish… \Print.Category and specify the appropriate printing category for each dish, for example:

Products\Products and Dishes\…Dish… «Chicken Kiev»\Categories\Print.Category: «Printer in the kitchen», 

           Products\Products and Dishes\…Cocktails… «Blueberry Martini»\ Categories\Print.Category: «Printer in the Bar»

To configure your printer, go to the Administration panel: Settings\Printers\Create
• Specify your printer’s name, for example «Bill (guest check) printer» or «Printer in the meat shop».
• Choose your printer’s model
• Specify an IP address for your network printer
You can set your printer’s IP address by using a special utility supplied with the printer.

The IP address must be on the same network as the tablet.

After you finish working with the printer’s settings on the tablet, you have to sign out and then sign in once again to the application.

To print guest checks, choose your printer in Settings\Establishments\Printer: «Bill  (guest check) printer».
To print preparation tickets (kitchen checks), specify the appropriate printing category for each dish.

For example, if you need to print orders for dishes on the printer installed in the kitchen and for cocktails in the bar:
 Products\Products and Dishes\…Dish… «Chicken Kiev»\Categories\Print.Category: «Printer in the kitchen»,

 Products\Products and Dishes\…Cocktails… «Blueberry Martini»\ Categories\Print.Category: «Printer in the Bar»

If you need to get rid of old test orders before getting started and to save initial settings:
• delete orders in the Administration panel: Orders\Delete
• and to delete orders remained on the tablet in the mobile application: Main menu\Settings\Database\Clear orders button

If any problem occurs on your tablet and you cannot solve it by yourself, proceed through the following steps:

* Log in to the application as an Establishment Administrator

* Describe as completely as possible the problem heart in the field Support\Send a question to support  and tap the Send button.

* Then go to the Main menu\Settings\Database\Send database to the support and the support team will look into the problem immediately.

If orders created on the tablet are not visible in the Administration panel\Orders, you have to check:

* Internet connection availability on the tablet: try to open any website in your browser (for example  https://smarttouchpos.eu/en/).

* Connection availability between your tablet and the Cloud: tap the button with a cloud icon on the tablet in the section Closed orders, and the program will execute a forced upload submission.

If Internet and Cloud connections are ok, but Orders have not appeared in the Administration panel yet, you need to send your database to the support service (on the tablet: Main menu\Settings\Database\Send database to the support ) and we will determine and solve the problem.

You can find the Guests list in the Administration panel, the section Loyalty\Guests.

As a rule, regular establishment’s clients are immediately included in the list of guests as well as the clients who are to be attracted to special offers.

When working with the list, you will be able to:

  • keep guests’ records and their contact data
  • keep records of the cards given to the clients
  • check the accuracy and appropriateness of the offered discount
  • verify the identity of the presenting card bearer with photo
  • keep records of regular clients preferences
  • classify clients according to guests categories
  • make collective changes to the fields such as Guests category and Discounts category

The Guests list of the Administration panel is automatically synchronized with the Clients list of the mobile POS-terminal on the tablet.

The list can be also filtered by Name, Surname, Phone number, Card number, Postal address, month and year of birth.

In the guest’s card you can find the History section. Use it to track the consistency of discounts used by the guest.

While applying the collective processing of items, you will be able to set the value of the fields Guests category and Discounts category for all specified Guests.

The selection criteria for such guests are Guests category and Discounts category.

The criteria’s values are set in the section Choose which fields and their values you wish to use as the criterion for the group selection.

To call the window of the collective operation, click on the button and choose the option Collective processing of items.

In the section Choose which fields and their values you wish to use as the criterion for the group selection, there are fields Guests category and Discounts category. Use these fields to set the criteria’s values for the selection of guests whose categories you wish to change (the processing will be made only for these guests).

To indicate which field is to be used as the selection criterion, set the appropriate checkbox to checked and choose the appropriate value from the dropdown list.

To specify a new value of the field, set the appropriate checkbox to checked and choose the value (from the dropdown list) in the section Choose which fields you wish to change. If the checkbox is unchecked, the value of the field won’t be modified.

Click on the Perform button to update the values.

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.

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

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

To change a user in the Mobile application:

  • go to the screen of locking and authorization, tap the button with the lock icon located in the upper-right corner of the application.
  • input a PIN code of a new user.

To set up the display order of the payment methods, go to the Administration panel\Settings\Payment method\Sorting order field.

On the tablet payment methods are sorted in increasing order depending on the value of the Sorting order field in the Sales screen.

It means that if you enter 1 for the “Cash” payment method and 2 for the “Cred.card” payment method, in the Sales screen the payment methods will be displayed in the following order: Cash, Cred.card.

 

Pay-seq

 

However in the mobile application settings if the checkbox “Set the default payment type” is checked but you have not chosen any payment method yet, then the payment method with the lowest value of the Sorting order field, in our case it’s “Cash”, will be substituted in the dialogue box of payment confirmation (it is displayed after you click on the Pay button).

Def-pay-type

Moreover, if the checkbox “Set the default payment type” is not checked in the mobile application settings and you have not chosen any payment method yet, the application will not allow you executing payment by displaying the corresponding error message: “Error. Please select a payment type”.

Selecting a payment method is mandatory as it allows avoiding operator’s random errors.

Acces permission of a Mobile application user depends on his\her assignment to a certain Local group of users.
In the Administration panel: Access\Tablet Users

Specify a corresponding group in the card of a local user.
If necessary, create a new local group of users or modify the settings of the actual one in the Administration panel: Access\Users Groups.

To create new users, go to the Administration panel: Access\Tablet users.
PIN-codes are used to identify users, thus they should be input in the Password field.
Access rights of the tablet’s Users (Waiters, Salespersons) are defined by their users’ groups membership, for example, «Waiters».
PIN-code usage allows:
* a waiter to work only with his orders.
* keeping sales records and working hours of  each waiter (salesperson).

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.

 

 

 

 

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.

inv-engl

 

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.

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.

To start working with receiving papers, choose the Warehouse\Products arrival menu option.
Depending on the switch mode, Products or Documents, the Products arrival window changes its form functioning mode:
The Products mode allows working directly with a receiving paper, i.e. to create, to edit or to copy a receiving paper.
The Documents mode allows working with the list of receiving documents.

When using the Products mode, the list of products is situated in the left part of the screen, and the products selection menu is in the right part.
To create a new document, click on the New document button and choose a Supplier in the displayed dialogue box. If it is necessary, specify additional information like number, comments, date (time) of the document. The receiving paper will be filled in with products if you click on the corresponding buttons of the products selection menu.
You can edit the products list as many times as you need until the document is posted (you did not click on the Post document button). Once you click on the Post document button, the document will be saved in the Cloud database and will become available in the Administration panel\Warehouse\Products arrival screen to work with.
To create a new document, click on the Copy to a new doc button, thus a new document will be created and it will be a complete copy of the source document. This new document can be edited.
The Reverse documents button is used when you need to cancel the posted document. When you click on it, a new document is created automatically with the same product items as in the reversed document; however the products quantities will be negative.

Arr-Docs-En

 

 

In the Document mode the list of receiving papers is displayed in the right part of the screen. The list of documents is filtered by date. The filtering period is displayed just above the list of documents. If you click on it, a calendar wizard will be called allowing to modify this period.
When navigating the list, product items of the document will be refreshed in the left part of the screen.

Arr-Docs-En-2

 

 

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.

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

The Guests window displays the list of standing customers and allows to:

  • keep records of guests and their contacts
  • control justification of a discount offering
  • check card holders against their photos
  • keep records of standing guests’ preferences

 

Use the application’s main menu to go to the Guest window.

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.

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.

 

kal

 

 

 

 

Nastr The button  allows getting access to additional setting parameters that are available for some reports

 

If you select the check box “Don’t show group in the electronic menu” located in the Administration panel \Products\Price List Items\Group, the displaying of the price-list items belonging to this group will be disabled in eMenu.

Orders can be split by rearranging order items or a separate order can be created for each customer.

 

Call dialogue separation of the order:

– from window “Open orders” – in the press in a table cell “Open orders” and choose the menu option ‘Separation of the order”

– from window “Sales” – press the button Knopka_tochki and select the menu option “Separation of the order”

 

To select a table where part of the order should be moved, tap the button a.

A dialogue box will be displayed requiring to input a restaurant room and its table:

sep-zak

Once you have selected a table, proceed to dispatching dishes between the orders.

On the left side of the screen you can see the items of the order being split, and on the right side the order which all these dishes will be added to.

sep-zak2

Simply use arrows to move dishes between orders.

When ordering meals accounted matching dishes for guests in the window division order the indication guest rooms and additional controls allow you to quickly divide order

separateen

 

All open orders are represented in the form of a table divided up per waiters.

oz1

 

If you tap an order cell, the following operations will become available:

  • Modify order opens the Sales screen for editing.
  • Split order opens the screen of orders splitting.
  • Transfer order opens a dialogue box allowing to choose a waiter whom the order will be transferred to.

 

On this screen you have access to the shortcut buttons and so you can:

ozz

create a new order and quickly go to the Sales screen

 

a

or to the Tables map screen

 

o

or initiate information exchange with the Cloud

 

P

and go to the Sales screen

The Products request screen is called from the program menu. On this screen two modes of functioning are available:

  • Either you can work in a request creation mode (tap the Products tab)
  • Or you can view sent requests (tap the Sent requests tab)

Request creation mode

r1

On the left side of the screen there is a list of products contained in an order.

If you are working in a Request creation mode, you can see a hierarchical menu of products and dishes on the right side of the screen.

Items of the Products and dishes selection menu are sorted according to the order defined in the Administration panel: Products\Products and Dishes under the buttons with products groups’ designations.

To add new items (products, dishes) to a request, tap the appropriate buttons with products designations. If you need to adjust the quantity of the ordered dishes in the request, use the buttons + (plus) or – (minus).

 

Sent requests view mode

 

r2

The list of sent requests is located on the right side of the screen.

If you tap on a sent request row, a list of products contained in it will be displayed on the left side of the screen.

 

 

You can use the Table map window to create tables’ layouts in the restaurant rooms.

The information about orders is displayed on the table-shaped items, namely:

  • Wait staff name or the order created by guests via electronic eMenu
  • The order’s date
  • The order’s amount

Depending on the order’s status, the tables may be highlighted in:

  • Blue — there are no orders
  • White – the order is accepted and ready for kitchen check printing
  • Light blue — the order is ready for guest check printing

Green — the order is ready to be paid for

 

 

When clicking and then holding the «Table», a context menu will be displayed. It contains additional options allowing working with the order:

  • New order— this option enables to go to the screen of a new order selling
  • Order №... — this option enables to go to the screen of the related order selling

To switch between restaurant rooms, click on the room’s name at the top of the window.

 

If you created a comment on the order in the Sales window, it will be displayed in the list of orders:

 

 

Creating and editing tables of the restaurant room

To switch the window to the editing mode, click on the pencil icon button.

 

Clicking on the + (Plus) icon button located at the bottom right corner will help you to create a new table.

Fill in the «Table number» field and drag the table to the appropriate place on the room plan.

If you need to modify the dimensions and proportions of the table, just click on the button located at the bottom right corner of the table. In the dialogue box, use the horizontal and vertical sliders to change the table’s dimensions. Then confirm the changes by pressing the green button in the dialogue window. If you press the red button, this will discard the previously made changes.

To delete the table, click on the button located at the top right corner of the table.

To save changes made to the tables map, click on the «Pencil» button.

The Closed orders window displays the list of orders (left side of the screen) and order content (right side of the screen).

When you move up and down the list of orders, their content changes accordingly and only the content assigned to the selected order is shown.

zz-e

Here you can execute the following operations:

* to return an order by using the Return button;

* to open a closed order for modifications by using the Open closed order button. If you open an order, you have to specify a reason of its opening (Orders reasons are kept here)

Once you open an order, it will be moved from the list of closed order to the list of open orders.

If you tap the  button, the following operations will become available:

* Reprint Guest check – allows you to reprint a guest check (bill).

* info on Order- allows you to get information about the current order.

 

 

  • To modify prices, go to the Administration panel: Products\Price list items
  • Then restart the program on the tablet, your data will be updated from the cloud during the application’s launch

When restarting the program, keep the tablet connected to the Internet.

1. Connection settings

Error

This screen allows to:

  • Set up a connection string. Specify web.smarttouch.com.ua:300 in the IP address field
  • Display the establishment administrator’s login (demoen) on the button which was used to log in to the application.
  • Call the establishment administrator’s authorization dialog box.

2. Service modes settings

 

 

This screen allows you to:

  • Set an extra charge for restaurant guests serving
  • Set a period during which the order is considered as a new one
  • Manual cash day change – Set the mode of cash register shifts (manual, automatic)
  • Enter guest quant/ for new order – Display the query by guests number for a new order
  • Close prep.tickets on kitchen after payment
  • Reset reports settings to zero (reset additional settings of some reports to zero)
  • Add product when searching by barcode – turns on the mode of automatically adding goods to the order when scanning the barcode
  • Set the type of payment default – setting the most frequently used form of payment, in case of a mismatch of the type of payment, the cashier will choose manually to automatically set the payment type or require that it be entered manually
  • Use frontal camera – switch the tablet to work with the front camera for scanning bar codes or photographing guests
  • Show modifiers in the order – enable the mode of work with modifiers to take into account the wishes of guests when preparing dishes
  • USB scanner emulates keyboard
  • Used USB scanner is used – connect an external scanner via USB to the tablet
  • Always open the modifier dialog – a foreground display of the modifiers accounting dialog
  • Zero orders number each new day – a new sequence of guest check numbers is started every day starting from one
  • Allow inventory creation after cash day is closed – allows you to prohibit or allow inventorying during the shift
  • Set the last order number – from which to start working
  • Set the max order number – sets the numbering of checks starting from one when the specified value of the check number is reached

3. Interface settings

 

allow:

  • Install mobile application languages and to determine the font size
  • Lock the screen after payment
  • To show the remains of a warehouse in the section Warehouse applications, parishes, travel documents, and inventory write-offs (the value of the remaining quantity of the goods appear on the menu button on the stock)
  • Display comments in the tabs with orders
  • Open the window of the table map when you start the mobile POS terminal
  • Show price in the section warehouse

 

 

 

4. Synchronization settings

s4

It allows to:

  • Set a frequency of data exchange with a cloud
  • Set orders storage duration on the tablet
  • Set requirements for data exchange after closing an order

5. Check printing settings

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Here you will be able to set inscriptions content on the check.

Formatting inscriptions on the guest check. Using the symbol ^ can break up the text “basement” on several lines.

In the “Number of copies of a check” you can specify the number.

Print the signature line – adds a line to sign a guest check
Print item number – number print position of the ordered dishes at the guest check

 

6. Database settings

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It allows to:

  • Send the tablet’s database to the support service
  • Create a database backup copy
  • Restore a database backup copy
  • Clear test orders

 

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.

* You can create and edit restaurant rooms in the Administration panel: Settings\Restaurant\Restaurant rooms

* You can create and edit tables in the Administration panel: Settings\Restaurant\Tables
When you create a new table, you will have to enter its number or designation (in the Designation field) as well as the rooms where it is located (in the Restaurant room field).
The Order by field will allow you to set the selection order of tables on the tablet which is also used for a new order creation. To set tables location in the room, use the Tables map window.

Mobile POS terminal allows you to accompany the ordered dishes with comments. Comments can be used to take into account the features of orders when preparing dishes.

In order for information about the order of the dish to be displayed in the counter or in the Kitchen window, it is necessary to set the Print Category (specify the place of preparation) in the item card in the price elements.

The window for entering a comment opens in the tablet menu option after clicking the Knopka_tochki button and selecting the Comment to order line option

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Viewing the comments on the dishes is available in the Kitchen window.

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The ability to display comments in bookmarks is determined in the Mobile Application Settings in the Interface section.

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.

Modifiers

Modifiers are additional Products (Ingredients) or Services, which can be applied to make Dishes.
Modifiers may be provided as:

  • An additional Product or Ingredient (like, for example, sour cream or jam for pancakes). In this case, the «Type» field should contain the «Product» value. The required quantity of the product-modifier will be written-off from the storehouse when the Dish is sold.
  • Services or notices,for example, «Serve hot». A kitchen printer will print a «Kitchen check» with a service designation on it. In this case, the «Type» field should contain the «Service» value.

 

To manage Modifiers, go to the Administration panel: Products\Modifiers.

Proceed to the following steps to add modifiers on the Tablet:

  • Add a dish to the order (or select an already added one)
  • On the Modifiers tab, add modifiers available for your dish.

 

There are two types of modifiers:

  • General modifiers are available for all dishes. In that case, the «General» flag should be checked.
  • Special modifiers are available only for certain dishes. These special modifiers are specified in the dish card.

In the modifier card you can find the «Price» field which provides additional cost of the dish due to the modifier usage.

The Mandatory selection of modifiers flag being checked allows not to lose the assignment of one of the modifiers when ordering or making a dish

 

Groups of modifiers

The usage of Modifiers Groups helps to simplify the process of assigning modifiers to dishes when you are building up a menu and starting sales.

As a rule, each dish has its own set of modifiers. A specific set of modifiers is called the Group of modifiers and it is recognized on the Administration panel in the Products\Groups of modifiers section.

In the Group of modifiers you can specify the minimum and maximum quantity of modifiers’ selected positions when ordering and their display order in the menu on the tablet.

Q-ty of free modifiers – determines the number of modifiers that will be released free of charge, depending on the order of their order, despite the fact that they set the price.

 

 

To create a group modifier list, click the “Add row” button.

In the new line, select the modifier from the drop-down list, specify its cost. To save a new line item, press the green button in the line

The binding of the modifier to the group and the dish takes place on the Administration panel in the Products section \ Price elements \ Item card \ Modifiers tab in the modifier table in the Modifier group field

 

To associate a modifier with the group or a dish, go to the Administration panel, then to the section

Products \ Price list items \ Product card \ Modifiers tab and select a modifier from the table containing the Group of modifiers field

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:

  • a device which an establishment Administrator is working on in the Administration panel (laptop or PC). As an example you can use a scanner for products arrival quick processing.
  • a tablet (Use for sales)

 

Based on the connection type, you can use a

  • USB scanner
  • Bluetooth scanner
  • Tablet camera (under development)

To add new products or dishes in the Mobile Application, go to the section Sales, and tap the menu Products and Dishes. The view of the displayed items will be the same as they were input in the Administration panel: Products\Price list items.

 

If an establishment uses a single menu, it will be updated automatically in the Mobile Application after being edited in the Administration panel.  If several menus are used, restart the Mobile Application to update all of them