POS (Point of Sale) SYSTEM
including
Gift Card Machine and Smart Safe

Image of Main POS Screen


Enter Passcode Screen


















Clocking InImage of Clock In Screen

  1. Touch [Time Card]
  2. Touch [Clock In]
  3. Screen will say "Your clock in time will show as..." Touch [OK]






Cashier InImage of Cashier In

  1. Touch [Cashier In]
  2. Touch [Cash Tray 1]
  3. Count and enter the cash and coins
  4. Touch [Finish]
  5. Touch [Yes] to "Money Count Finished"
  6. Touch [Yes] to Print Money Count Receipt.



Select Order Type



Dine In Orders

  1. Choose [Dine In] from main screen.
  2. Select the [Table #]
  3. Enter [Total Guests].



Call In Orders

  1. Choose [Dine In]
  2. You will be prompted to order the various menu items the customer wants. (The actual order entry process is described later in another section.)
  3. After ordering the items, you will be prompted to enter the customer's name and phone number.


Take Out Orders

  1. Choose [Take Out]
  2. You will be prompted to order the various menu items the customer wants. (The actual order entry process is described later in another section.)
  3. After ordering the items, you will be prompted to enter the customer's name.



Delivery Orders

  1. Choose [Delivery Order]
  2. There is no need to enter the individual food items ordered.
  3. Instead choose menu section [Supplement], [Open Delivery Order].
  4. Ring the "Subtotal" of the first delivery ticket for the shift.
  5. Repeat the process for each delivery ticket, adding all ticket subtotals onto the one order.




Combination Dine-In and Take Out Orders

The last modifier screen of every menu item is the "Customize" screen. Among the other modifiers on that screen, is a [Go GO GO GO GO] button. Press that button to tell the cook that among other items on a dine-in order, this item is for Take Out.



Order Entry Sequence

Order the Beverages and Server-Only items first Image of Server Only Items

The beverages and server-only items should be ordered first so you don't forget them.









Menu SectionsImage of Menu Sections

Order main menu items.

Choose the desired Menu Section








Order the Food ItemsImage of Menu Items

Order main menu items.










Modifier and Modifier Groups Image of Modifiers

You will be prompted to order various options and modifiers in a sequence. If you make a mistake and want to move back to a particular Modifier Group, select it at the right.








Customize ScreenImage of Customization Modifiers

Lastly you will be brought to the optional customization screen.











Image of 7 Burgers Options Ordering "7 Burgers" Menu Items

First order the "7 for Burger" item.

Then touch the "Toppings" button. This is allows you to order some of the burgers one way and others another way. For example, the customer could have 3 burgers with fried onions, ketchup and mustard and 3 others with raw onions, pickles and ketchup.





Coupons Image of Coupons Image of Coupons

Each menu section has a Blue Coupon Button.








BOGO Coupons Image of BOGO Coupons

Instructions:

  1. BOGO means "Buy One, Get One" Free.
  2. Order the first menu item and beverage - at regular price.
  3. Locate the appropriate "BOGO Coupon".
  4. It will walk you through the order process for the "Get One Free" item.
  5. If the BOGO coupon includes a beverage, do not ring the second,"free beverage", just serve it.






Specials Image of Specials Screen

Choose the "Specials" Menu Section to get a screen of available specials.












Image of Discounts Screen Discounts

Employee Meals Discount

  1. Order the employee meal like any other order.
  2. Touch the [Discounts] button at the bottom of the order entry screen.
  3. Choose "Employee Discount" which will take 50% off the order.

Adding Onto Orders

<<< FIRE>>>

This word with the arrows appearing on a kitchen ticket means that items have been added on to an order that already was sent to the kitchen previously. The word "FIRE" should tell the cook to reference this ticket to another ticket at the same table.

Voids

Void Item

  1. Touch [Recall].
  2. Touch [YES] to reprint the guest check.
  3. Touch [Edit]
  4. Touch [Void] button (at bottom of screen).
  5. Highlight the item or items you wish to void.
  6. Touch [Finish], then [Done].
  7. On the "Print Kitchen Chit?" screen touch [YES] to print a notice in the kitchen informing them to not make the item(s) you voided. Touch [No] if you do not wish to print a notice into the kitchen.
  8. Touch [Done] again.

Void Order

  1.  Touch [Void].
  2. Select order using the same procedures for recalling orders above.
  3. Type in a reason for the void.
  4. Touch [Finish].
  5. On the "Print Kitchen Chit?" screen touch [YES] to print a notice in the kitchen informing them to not make the item(s) you voided. Touch [No] if you do not wish to print a notice into the kitchen.

Refunds

As a rule, we DO NOT give refunds. If a customer is unhappy with their food, we fix the problem by remaking the food if necessary. However, as a last resort, in the event of the need to encourage a customer or group of customers to leave due to their unruly behavior, a refund can be issued.

  1. When you press the Refund button, it will ask you to call the manager for approval.

Splitting Checks

The POS system does a nice job of splitting checks. However, it must be done correctly or there will be issues you do not want. So first there are two DONT'S:

1) DON'T split the check during the order entry process before touching [Done]. It will result in separate kitchen checks for each person's order resulting in major confusion for the cook.

2) DON'T split checks by [Recalling] the check . The guest count of the first check will still have the original guest count causing you to put extra NO BEVS on to meet the beverage per guest requirement.

Image of Item Split Screen

DO split the check after pressing [Done], only from the CASHIER STATION, by touching [Settle] as follows:

  1. Go to the cashier station
  2. Touch [Settle] - (Don't worry you won't actually settle it now.)
  3. Touch [Split]. NOTE: Do not touch [Even Split].
  4. Add the # of checks desired for the group.
  5. Touch and move items to the desired checks.
  6. Touch [Finish].
  7. Touch [Done].

Finally, when you're ready to settle the individual checks, [Recall] and print each separate check. Then settle each separately.

Even SplitImage of Even Split

Sometimes customers ask to have their check split evenly by dollar amount versus by menu items. Utilize the [Settle] method for splitting checks as described above, but touch the [Even Split] button. This will divide the check into two checks that each party can then settle as they like, i.e. with cash or credit card.




Settling Orders

  1. Touch [Settle]
  2. Choose the appropriate check
  3. Touch the appropriate method of payment button, i.e. Cash or Credit Card.

To Cash

Touch [CASH] and follow the appropriate screen prompts for entering the amount tendered and making change.

To Credit Card

If Customer is at the Register

  1. Swipe (or insert) card
  2. A credit card receipt with tip line will print
  3. Present receipt to customer for signature and possible tip
  4. If the customer listed a tip, touch the [Green] tip button, which allows you to apply the tip
  5. Touch [Process]
  6. Touch [Pay]
  7. Touch [Receipt] - this is the final receipt to give to the customer.

If Customer is not at the Register

  1. Swipe (or insert) card
  2. A credit card receipt with tip line will print
  3. Touch [Done]
  4. Go to customer to present the receipt for signature and possible tip
  5. Return to system, touch [Settle] and choose the appropriate table/check from the list
  6. Because you already ran the card, it will bring you to the credit card screen. If they gave a tip, touch the [Green] tip button. If they didn't give a tip, simply touch the [Pay] button.
  7. Either way, touch [Process]
  8. Touch [Pay]
  9. Touch [Receipt] - this is the final receipt to give to the customer.

To Gift Card

See how to settle an order with a Gift card outlined below under Gift Card Machine.

     Adjust tip

        ? 1) While in the settle screen. Once the credit card payment has been added, before hitting close check, you can swipe left on the payment. A button will appear to add gratuity there.
        ? 2)  Or, while in the order entry screen, press the three dots, select Gratuity, and add order gratuity through there.


Reprint CC Receipt

Before the check is closed but the credit card payment has been processed, slide the white bar where you add the tip. There is an option to print receipt which will print another copy of the credit card receipt (see picture 18b in POS pix). Adjust tip (orange), reprint (gold), void payment (red).
 

Reprint Order Receipt

If the check is closed, click the status filter button (it's a green button on the left hand side of the screen), select settled order, and all settled orders will appear and they can select the ticket they need to bring back up.

Or another way is to look up the order number (get the order number off the credit card receipt).To do that they can click the search bar in the upper right corner of the POS, type in the order number, click the second blue button on the right hand side of the screen, click print to print receipt.

Search for a closed check.

1. Green buttons on left, status filter, three options open order, settled order, voided order. Choose settled order. You need order number to hunt through the list.

Choose the order, blue buttons on right, choose the second one down which shows a receipt. Touch that. Presented with three options which are print, email, text. Choose print. Press green bar to exit. Press check mark if done.

2. Log in, in upper white area, there order or ticket number blue bar with manginifying glass. Touch the blue bar. Enter Order number, press magnifying number. Repeat the steps from above to print.

3. There is a search button on the green buttons on the left but you have to scroll down to see it.

Image of Gift Card MachineSettling to Gift Card

A three-step process.

1. Check the available card balance using the dedicated gift card machine. On it:

  • Press F3 to get menu
  • Press INQUIRE
  • Enter Clerk ID (1)
  • Follow the on screen prompts

2. Redeem the amount from the gift card using the dedicated gift card machine On it:

  • Press F3 to get menu
  • Press REDEEM
  • Enter Clerk ID (1)
  • Follow the other on screen prompts

2. Settle the order "Gift Card/Webb Bucks" on the POS system settle screen.


Image of Gift Card MachineSelling a Gift Card

A two-step process:

1. First, sell the Gift Card on the POS system, settling the transaction with cash or credit.

2. Add the amount to the gift card using the Gift Card machine. On it:

  • Press F3 to get menu
  • Press ISSUE
  • Enter Clerk ID (1)
  • Follow the other on screen prompts



Smart Safe

Making DepositsImage of Safe Panel

  1. Enter your personal safe number and PIN.
  2. When the lights on the bill readers turn green, feed with cash.
  3. When done, press the Quit/Save button.

Closing the Shift

Make the final deposit for the shift, then:

  1. Enter your personal code and PIN.
  2. Select #5 (Reporting)
  3. Select #5 (Shift Report)
  4. Select #1 (Current business day)
  5. Select #1 (Print report).
  6. After the receipt prints, press the cut button. The receipt will show all of the money you dropped for the shift.


General

Repeat order back
Menu prices and Modifier prices - on ipad - two finger touch
Menu prices and Modifier prices - android - two finger touch

Coupons, print a customer receipt, and attach coupon.

Emp Dining area
Meal ticket

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Tendering Webb Bucks

The best way to do this would be to use the amount split feature . Since external tenders are designed for 3rd party orders, these will always settle the entire amount.

To work around this, you can use the amount split feature when settling. When splitting, for the first amount, you would enter the amount that will be settled by Webb Bucks, for example 4 dollars. You must settle the 2nd amount first, with whatever tender the customer is using to pay for the rest, be it cash, credit etc. Then you can settle the remaining 4 dollars with the Webb Bucks tender.


https://www.aldridgeinc.com/employees/training/.content/pos.php

https://www.aldelo.com/aldelo-express-training-videos.html

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