Running the POS
To start the POS you must first allocate a cashier profile to all staff who are to use it. They must also be provided with a password and logon number. There are four levels of security. Most cashiers should have a security level of 2 "Transactions data entry. No set up forms.". This allows them to access the POS and carry out customer maintenance. They may not get access to the system control forms. You need system administrator's access for that. That is Level 1.
Before using the POS the following must be set up:
1. All stock items and associated stock lines - for quick (menu) button settings. And bar items. If you wish to track inventory levels in detail you can set up menu items as packages. This allows tracking of the level of ingredients that make up the completed menu item.
2. All the required menu buttons. These are the buttons on the button group at the bottom left of the POS. The first row of these buttons is for non-kitchen items. That is, items such as drinks, that don't need to be printed on the kitchen printer.
3. If you intend to make bar sales - the bar buttons. This allows a closer control of drinks dispensing as it allows you to track actual quantities for such things as mixers, cocktails, etc. If you don't set up bar items the bar items button is still enabled. It's just that nothing shows on the bar sales form when you click that button.
4. Tables. This is required for you to link dockets to tables and record bookings. This is a good idea if your staff add items to dockets as orders are made. Rather than completing the docket when the customers pay. The current state of tables can be seen by clicking Table status on the POS. This button also allows you to assign a table to the active docket.
5. Services - required if you intend to arrange bookings. Bookings must be for services. When a party arrives you can seat them at the tables previously assigned. This results in those tables being opened. The party's name can then be attached to the docket. Or you can create separate dockets for each table occupied by a party if they are assigned to multiple tables. Should the party move tables you can close the tables they had previously occupied and open the new tables they are now seated at. This allows you to assign the tables to the dockets in use. Services can be assigned a standard menu.
6. Dockets. Dockets can be assigned to tables - use the Table status button. Dockets may also be put on hold and be cumulatively added to as orders are received. Doing this allows you send ordered items through to the kitchen printer if you have one. With the docket assigned to a table there is less chance of confusion as the table number prints on the kitchen printer with the order.
The following form shows how the various parts of the POS allow you carry out the required actions to complete sales and track activity.