Finance, Cash

  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.

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 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).

 

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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.

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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”)
  • 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”)

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This button calls a dialogue box allowing to apply a discount

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This button displays additional information about an order

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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

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

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

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3. Payment for orders in the application Privat24

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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.

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.

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).

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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.

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).

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.

1. Connection settings

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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

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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