POS MODULE & OPERATION GUIDE - Dining Butler. Com · 2019. 10. 9. · For payment gateway select...
Transcript of POS MODULE & OPERATION GUIDE - Dining Butler. Com · 2019. 10. 9. · For payment gateway select...
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NOTICE: The contents of this manual are subject to change without notice.
* Some features may be different or not available depending on countries.
POS MODULE & OPERATION GUIDE
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TABLEOF CONTENT
POS LAYOUT 02
POS MODULE1 . HOW TO ADD ORDER 042. MAKING PAYMENT 093. CLEARING TABLE 1 24. TAKEAWAY ORDERS 1 35. MERGING BILLS (PAYING FOR ANOTHER BILL) 1 46. SPLITTING BILLS 1 57. TABLE RESERVATION 1 78. MANAGING TABLES 209. VOID/REFUND 2410. TABLE SETTINGS 251 1 . END SESSION 2612 . END OF DAY CLOSING 28
POS OPERATION GUIDEORDER TO PAYMENT PROCESS 30VOID/REFUND 36
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Function menu
Select table number beforeproceed order
Proceed to menu
Proceed to view table statusand information
All takeaway transaction will bedisplay here
For payment gateway select andpay bill
Select food and send to kitchenin order complete the order
Number of customers per table
Default page of the POS after login on personal account to identify users. It also known as order page for cashier take order manually.
POS LAYOUT
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For cashier to log off when they off workFor cashier to log off when they off work
For authorise user to decide cash flow, open / end of day salesFor authorise user to decide cash flow, open / end of day sales
To let restaurant decide table arrange or add / delete tableTo let restaurant decide table arrange or add / delete table
For authorise user to decide void the transaction or make refundFor authorise user to decide void the transaction or make refund
For merge and split tableFor merge and split table
For cashier to make and view reservation bookingFor cashier to make and view reservation booking
Click the menu located at the bottom left to expand out the options and features available.
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The main page is for cashier to place order from POS. Select how many customer (minimum input 1) for the order and table number.
1. HOW TO ADD ORDER
Table number
Customer pax
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Food category
Food menu
Select category and dish from menu.
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Selected dish will go to a second page for additional (custom) options. Choose “Add Order” button once you have completed the customization of the dish.
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Summary of order will be displayed at the right panel before confirmation. Once summary order confirms, click on “Send to Kitchen” button to confirm / finalize the order and it will be sent directly to kitchen screen or printer.
Summary
Send to Kitchen
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Table number being select will be highlighted in ORANGE colour indicating "Ordered" and you can click on the table to review the order status.
Table with logo -mobile ordering
Table without any icon -POS ordering
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2. MAKING PAYMENT
To make a payment, you will need to select the table at the previous step and click on “Make Payment” button. A summarised receipt will appear on screen, including the additional charges. Choose the payment gateway and proceed to settle the bill. Click on “Cash” button if cash payment is chosen.
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Input the amount that you have collected and click “OK” button. The total cash collected and any change to be returned will be reflected on the screen. Click on “Finalize” button to confirm the payment. A receipt will be printed out.
Payment details
Finalize payment
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After the receipt prints out from the printer, a virtual receipt will also be displayed on screen with an option to reprint the receipt.
Receipt details
Reprint receipt
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3. CLEARING TABLE
At this point, the table will be highlighted BLUE and put on hold. New customers will not be able to occupy this table to make a new order from the app until cashier release the table by changing it to “Available” as shown above.
Select table status
Table with icon -mobile payment
Table without any icon -POS payment
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4. TAKEAWAY ORDERS
For takeaway sessions, cashier can click on the “Takeaway List” button to review the order and “Make Payment” button for proceed the payment.
Takeaway list
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5. MERGING BILLS (PAYING FOR ANOTHER BILL)
When dealing with a merged, the cashier will be able to merge the bill form the secondary table to the primary table’s bill.
Selected bill will indicate witha tick checkbox
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6. SPLITTING BILLS
Besides paying for the consolidated bill, the cahier can also choose to split the bills according to each individual customer’s order by selecting dishes and click on “Split” button.
Selected dish to split to another bill
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Split bill information will be displayed on the top left panel and cashier can decide to settle which bill accordingly.
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7. TABLE RESERVATION
Reservation: Click on “+” at top right panel to add reservation and fill in all the details. Click “Confirmed” button to submit the reservation.
Add reservation
Confirm reservation
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Once customer arrive and seated, choose the table and click on “Seated”. A confirmation pop up will appear.
Confirm seated
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Click on “Reminder” to send an SMS notification to the customer about their reservation.
Send SMS reminder
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8. MANAGING TABLES
To join table for larger group, click on “Menu” icon at bottom left and select “Manage Table”. The right panel will display to “Merge Table” and “Split/Change Table” option.
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Select “Merge Table” and click on the “+” button to add table to merge. Confirm which table to merge with the initial table. You may merge more than one table. Once selected, click on the “Proceed” button to confirm the action.
To add more table to merge
Secondary
Primary
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At the view table screen, Table 03 will display all the menu that has been ordered as it is the primary table. Table 14 will change to black colour and indicated as “Merged”.
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Assuming table is empty after merging with primary table, the cashier will then release the table and make it “Available” for other customer to occupy.
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9. VOID/REFUND
To allow authorise users to void the receipt or make refunds.
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10. TABLE SETTINGS
Table settings: Click on “+Table” to add table while “-Table” to delete table. “Add Floor” button to allow user to add addition floor if restaurant operates in more than 1 storey. Choose whether round table or square table. Rotate the table to customise the orientation of the table.
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11. END SESSION
Choose how much to deposit into the cash register at the start of the day and withdraw any amount at any time of the day (usually used forpetty cash withdrawal). Must have authorization to do this feature. Advisable to do closing first before withdrawing the end float amount.
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STEP 02Key in details and log in toauthorize end session
To allow pre-settlement of total sales up to the point. Once complete, new cashier need to login again to continue the operation. Usually it will apply when you need to change cashier in between the daily operation.
STEP 01Select for end session
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Log in to authorize end session
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12. END OF DAY CLOSING
To allow cashier complete the total sales settlement of the day. Once closing complete you may not advise to continue the sales.
STEP 01Select for closing
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STEP 02Key in details and log in toauthorize closing
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STEP 01Select table
STEP 02Place order
ORDER TO PAYMENT PROCESS
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STEP 03Select food from categoryand food menu
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STEP 04Additional price or remarks
STEP 05Select Dine In / Takeaway
STEP 06Confirm the selection
STEP 07Finalize and send to kitchen
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STEP 08Select table
STEP 09Pay bill
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STEP 10Click “Cash” and key in amountthen click “OK”
STEP 11Finalize to confirm the payment
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STEP 11Virtual receipt will display onscreen and option to print out
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To void/refund bill.
STEP 01Select bill
STEP 02Select “Void”
VOID/REFUND
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To cancel void/refund.
STEP 01Select bill
STEP 02Select “Unvoid”
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