Harbortouch POS Manual - Hospitality POS System User Guide

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Harbortouch Technical Support: 800.632.1888 or possupportharbortouch.com USER GUIDE HARBORTOUCH HOSPITALITY Harbortouch Elite POS System

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Harbortouch Technical Support: 800.632.1888 or possupportharbortouch.com INDEX EMPLOYEE FUNCTIONS: locin noin n locin ut einnin a Transaction ament ptions Host oe ustomer atabase ist ie Ticet unctions tem unctions MANAGER FUNCTIONS: ccessin the anaer Screen sin the ail eport n o a rocess eopenin Ticets eunin tems ccessin ance eports reatinitin obs reatinitin mploees reatinitin iscounts reatinitin oi easons reatinitin enu reatinitin Sections oiin abor patin resh Sheet nablin reit ar reuthoriation ae 1 ae 2 ae 3 ae ae ae 8 ae ae 10 ae 11 ae 12 ae 12 ae 13 ae 1 ae 16 ae 1 ae 18 ae 1 ae 20 ae 21 ae 23 ae 2 ae 2 ae 26

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Harbortouch Technical Support: 800.632.1888 or possupportharbortouch.com PAGE 1 rom the main lo in screen tpe our our iit . ter enterin the a ialo bo appears ith a list o obs. Touch the appropriate ob or the emploee loin in . ialo bo ma as the user to select a cash raer i the terminal has a cash raer. There is an option calle am not usin a cash raer or emploees that oesnt nee access to a cash raer or emploees to perorm their ob. Select the appropriate cash raer option. This completes the cloc in process. S T: sers ill be automaticall cloce in or their shit hen the lo in or the irst time. TS

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Harbortouch Technical Support: 800.632.1888 or possupportharbortouch.com PAGE 2 T Select Personal Page in the top riht corner o the ticet screen. Select Clock Out. eclare tips i necessar. Select Clock Out or Clock Out and Print. TS PAGE 3 TST There are alternate methos to bein a transaction intuitiel olloin each transaction tpe. The simplest metho is selectin an item on the riht sie o the ticet screen. This ill automaticall create a ne ticet an ou can continue ain items to it. For counter-based and other fast-paced environments: If Fast Pay is enabled the most common cash totals will be displayed at the bottom of the ticket. You can simply click on one of these options to quickly close out the ticket. ress the reen OK button to conirm the orer or i ou oul lie to assin this ticet to a table or section select the section screen locate in the top let o the ticet. rom the section screen a table or section such as elier ma be selecte. ou oul lie to assin a custom name to the call hen the orer is rea or associate ith a customer or easier memor select Custom Name. TS

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Harbortouch Technical Support: 800.632.1888 or possupportharbortouch.com PAGE 4 TST T nter a custom name o our choice an select OK. ou ma select OK on the section screen to return to the ticet. This metho is commonl use in counter serice an bar eniron ments. lternatiel ou can select New Ticket in the bottom let o the ticet screen. The section screen ill appear an ou ill be prompte to select the table an number o customers seate. This metho is commonl use in inin enironments. TS creit car preauthoriation is enable ou can also sipe a car at an ien time no nee or a ticet to be open. ou ill be prompte hether ou oul lie to preauthorie the creit car or the stanar authoriation amount. nce ou select Yes a ticet ill be create. PAGE 5 T TS lternatiel ou can select Pay on the bottom o the screen. ast a is enable enablin ast a is coere later in this uie the most common cash totals ill be isplae at the bottom o the ticet. The ast a options ill alas ispla eact chane then the loest total i pai in sinles ies tens or tenties. ou can simpl clic on one o these options i appropriate. This metho is use commonl or counterbase transactions. n the a screen shortcuts are aailable on the let an riht sies o the number pa. The shortcuts or the number pa can be use to enter an amount i usin multiple tener tpes. ther ise selectin the tener tpe ithout an amount ill enter the eact amount. TS

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Harbortouch Technical Support: 800.632.1888 or possupportharbortouch.com creit is selecte the sstem ill prompt to enter a creit car number. This can be accomplishe usin the on screen number pa or b sipin a creit car. T TS T To enter tip at the time o sale reopen the ticet an select Pay . ou ma select Enter Tip on the let sie to moi the tip amount. Then select Finalize to complete the transaction. TS or ticets that ere preauthorie the creit car authoriation ill list the total amount o the ticet as the pament amount. ou ma a the tip an inalie the transaction ithout nee in to retriee the customers creit car. Hoeer i the total amount is hiher than the preauthorie amount ou ill be at an increase ris or chare bacs. n this case ou shoul oi the oriinal preauthoriation an sipe the car aain to reauthorie. PAGE 6 HST TS Host moe allos the host or hostess to manae the aailable tables in the restaurant. To access this unctionalit select ‘Host’ in the top riht o the ticet screen. eault ‘Create/Open Tickets is selecte. n this moe a ne ticet ill automaticall be create hen ou touch an open table. ou touch an actieseate table that tables ticet ill automaticall open. choosin Select One’ or ‘Select Multiple’ or ‘Select All’ ou can access aitional options or each table. ou select a clean table in this moe ou can then press ‘New’ on the riht sie to create a ticet or that table. ou select an actieseate table ou can select ‘Open’ ‘Print’ or ‘Pay’ to ie the ticet print the ticet or complete pament. ou select a irt table ou can mar it as clean. PAGE 7

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Harbortouch Technical Support: 800.632.1888 or possupportharbortouch.com Selectin Customer in the top riht corner o the ticet screen ill open our customer atabase. ou ma select a customer or search or a customer usin an inormation ou hae store name phone number aress membership . The customer ill be selecte automaticall i scannin or sipin a membership car or i receiin a call rom the phone number associate ith the customer i caller is installe. To create a ne customer an trac purchase histor an loalt rears the onl inormation neee is a name. The mem bership can be use to assin a membership car usin a barcoe or manetic strip ata. ter the customer is selecte their most commonl orere items ill be aailable at the bottom o their customer recor. The S ill automaticall sort the items b uantit orere an trac all common moiications o the items. ou can simpl select one o these items to bein a ne orer an mae an moiications neee. ST TS TS PAGE 8 PAGE 9 Assign Tips This unction allos tips to be uicl ae at the en o the niht. Transfer to Me This unction is use to tae control o a ticet. This is commonl use b serers tain oer a shit or seatin a customer rom the bar. Transfer to... This unction is use to transer control o a ticet to another sta member. This is commonl use to assin orers to riers. Print Delivery Info This unction ill print all inormation trace on the customer on the itchen ticet. This is useul in er lo olume elier enironments that o not hae a speciie rier. the enironment uses riers this unction oul be set up to trier automaticall hen the ticet is assine. Print Guest Checks This unction ill print uest checs or all selecte ticets. Combine Tickets This unction is use to combine ticets in cases here the ere mistaenl separate or a tab is bein pai or b another customer. ST TS Introduction ist ie proies hiher leel control oer multiple ticets at once. The unctions aailable in ist ie are primaril use to transer control in elier or inin operations an to hanle paments. Open Ticket This unction ill open the selecte ticet. Pay with Cash This unction ill close all selecte ticets tenere ith cash or the eact amount.

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Harbortouch Technical Support: 800.632.1888 or possupportharbortouch.com PAGE 10 TT TS T TS hen ou irst create a ticet the most common cash totals ill be isplae at the bottom o the ticet ast a is en able. pon reopenin a ticet or beinnin a transaction usin the ne ticet unction or inin transactions the ollo in ticet unctions ill be isplae at the bottom o the ticet replacin the ast a options. Void Ticket This unction isplas all aailable oi reasons in the S or reportin purposes. Gratuity Taxes This unction allos the stanar ratuit or taes to be manuall ae or remoe rom transactions. New Person This unction as an aitional seat position to the table. This can be use to assist an epeiter or to separate oner ship o items on the ticet. Split Ticket This unction ill prompt to split the ticet base on the customers selecte. Ticets ma be split in one o three as: 1. Split selecte people to one ne ticet This can be use to place to people at a table o 12 on their on ticet an leae the remainin 10 toether. 2. Split selecte people to ne ticets This can be use to separate 2 people onto 2 separate ticets at a table o 12 an leae the remainin 10 toether. 3. Split all people to ne ticets This can be use to separate all 12 people to their on ticets rearless o ho is selecte. Discount Ticket This unction ill prompt to select a iscount that applies to the entire ticet. ‘Remove Discount’ ma be use i the ron iscount is accientall applie. Print Guest Check This unction ill manuall print a uest chec rom the receipt printer. PAGE 11 T TS selectin an item on the ticet the item manaement unctions ill appear. Repeat This unction ill uplicate all selecte items. This can be use to repeat a roun o rins or all customers on the ticet or repeat a complicate pia or sanich orer. Remove Item This unction ill remoe the selecte item rom the ticet. the item has been committe to the itchen the sstem ill prompt or a oi reason or reportin purposes. Quantity Price This unction ill moi the uantit or price o the selecte item. Discount Item This unction ill list all aailable iscounts in the S that appl to the selecte items. ou ma remoe a iscount i selecte b mistae usin ‘Remove Discount’. Move Item This unction allos an item to be transerre rom one customer to another. This is commonl use i an item as mistaenl place on the ron tab or the customers ecie to chane ho the plan on splittin ticets. Share Item This unction ill prompt to choose the raction o onership beteen customers an automaticall upate the price. This allos or items such as an appetier sampler to be easil split beteen multiple customers on their ticet. Special Request This unction allos ou to enter an uncommon reuests or the itchen usin the onscreen eboar. Kitchen Hold This unction allos a serer to preent an item rom printin in the itchen. This ies the serer control o the timin o items in the itchen. TS

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Harbortouch Technical Support: 800.632.1888 or possupportharbortouch.com PAGE 13 SS TS To access the ail eport select Daily rom the manaer screen. eault the ail report ill ispla all o our busi ness sales an operations inormation rom the start o our business a to the current time. The start an en time or ate can be chane in the top let corner o the ail report screen. This report can also be use to spot chec an emploee at an time. selectin a rier or serer in the bottom let then selectin Selected Users the report ill upate to ispla their sales inormation. ou scroll on a short istance to ‘Cash Due Restaurant’ ou can ie ho much the emploee has in their pocet or their rierserer ban at an time. Select Cash Drawer rom the bottom o the ticet screen hen a ticet is not selecte then select Remove Cash Drawer. tips are accepte ensure our sta is traine to inalie all creit car transactions hen the transaction is complete. ou hae an checs that hae not been inalie it is recom mene to a tips an inalie them at this point. reit car transactions ill not batch out until the are inalie in the sstem. ou can ie hether an transactions are still penin inal iation either in the eault ticet ie or list ie. Select ll Ticets in list ie to see all emploees ticets. Please note: ll inalie transactions ill automaticall batch out at 3:00 am ail. an checs are not inalie at this point the ill not be on the as creit car batch. ou oul lie to chane the settlement time please contact Harbortouch Technical Support at 8006321888 or possupportharbortouch.com. S TH T TS nce all ticets are inalie reie the Tender Detail All’ report to ensure tip amounts are accurate. To ispla this report o to ‘Reports’ rom the manaer screen an then select ‘Auditing’ an then ‘Tender Detail All’. nce on this screen select ‘Show’ in the top riht corner. This report ill ispla all transactions an tips sorte b tener tpe. eie all transactions uner creit an i an are inaccurate recor the ticet number rom the column on the let. sin the ticet number recall the ticet uner Manager Tickets. nce the ticet is reopene the tip can be auste rom the pament screen. Select Manager in the top unction bar on the ticet screen. ach option on the manaer screen inclues each manaer section inclues an eplanation o the unctionalit aailable. SS TH S PAGE 12

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Harbortouch Technical Support: 800.632.1888 or possupportharbortouch.com SS T et return to the manaer screen an select Daily. ou ma print our ail report b pressin the Print button at the bottom o the screen. Select Adjust Over/Short on the riht sie. ou ill see the recor o the emoe ash raer unction ou perorme. Select this recor an select Record to trac cash oer or short. TS PAGE 14 a complete ticet must be reopene at a uture ate or time select Tickets rom the manaer screen. TTS TS TTS TS T ilterin options are aailable at the bottom o the screen to simpli our search. nce the ticet that shoul be reopene is oun select Reopen. The sstem ill state that the ticet as reopene uner the person ho close the ticet. The ticet can be accesse b this user or a user ith access to ll Ticets. TS PAGE 15 PAGE 10 PAGE 11 To reun a transaction that has not et been settle reopen the ticet rom the ticet screen an remoe the items bein reune. Select Pay an the amount to reun ill be isplae at the top. nce the amount has been reune select the pament on the let an select Yes to remoe. Select cash or creit to inalie the ticet or the upate amount. To reun a transaction that has alrea been settle select ‘Credit Refund’ rom the manaer screen. messae is isplae statin that the transaction ill not be attache to a ticet. This is because the transaction has alrea been processe. Select ‘OK’. nter the ollar amount that ill be reune an select ‘OK’. Sipe or enter the creit car inormation an select ‘OK’. receipt or the transaction ill print an the reun ill be com plete.

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Harbortouch Technical Support: 800.632.1888 or possupportharbortouch.com PAGE 16 SS TS Select Report rom the manaer screen to access the 100 base reports in the S. The ropon can be use to ilter the reports aailable. nce a report is selecte ou ma urther moi the ate ranes usin the options on the riht. Save Favorite can be use to rename reports an a them to the aorites cateor. Select Show Report to populate the ata. ll reports can be printe or eporte to .ls .p .rt or .cs ormat. ost thirpart accountin sotare ill reuire a .cs ile or import. TS TT S obs allo or the interace o the S to be customie base on the ob role bein perorme urin a shit. To create or eit a ob select Jobs rom the manaer screen. To eit an eistin ob select it an then press Edit’. To create a ne ob select New. TS PAGE 17 PAGE 12 ach ob reuires a name an a pa rate 0 can be use i this ob is not trace or labor purposes. lon the let sie are man customiation options base on ob. ast a is commonl enable or cashiers barteners an other users hanlin ast cash transactions.

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Harbortouch Technical Support: 800.632.1888 or possupportharbortouch.com PAGE 18 TT S To create a ne emploee or eit an eistin emploee select Employees rom the manaer screen. To eit an eistin emploee select the emploee an then press Edit. To create a ne emploee select New. To a an emploee enter a user name this name appears on re ceipts a coe or loin in a ob an a irst an last name this name appears on reports. n the riht sie ou ma select the emploees S permis sions. t the bottom riht ou ma use the securit template ropon to select ‘All’ or ‘All Non-Management’ to simpli our selections. ach button on the S can be turne on or o per each iniiual emploee. TS PAGE 19 TT STS To create a ne iscount or eit an eistin iscount select Discounts rom the manaer screen. To eit an eistin iscount select the iscount an then press Edit. To create a ne iscount select New. TS To create a iscount enter a name an an amount the amount can be a percentae ollar amount or a orce price. ll other unctionalit on the pae is optional or urther custom iation. ther aailable unctions inclue the olloin: • The dropdown menus in the top right allow you to restrict the items or roups to hich a iscount applies. • The filters at the bottom of the screen allow you to limit the iscount to certain astimes. This is commonl use or happ hours. ou ant the iscount to automaticall appl urin the selecte time perios ou must also chec ppl this iscount automaticall. • Require employees to enter a reason when applying this iscount. • Select whether the discount can apply to an entire ticket iniiual items or both.

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Harbortouch Technical Support: 800.632.1888 or possupportharbortouch.com PAGE 20 TT SS To eit an eistin oi reason select the reason an then press Edit. To create a ne oi reason select New. The onl inormation reuire is a name. report etailin hich oi reasons ere use hen a oi as perorme b each emploee can be oun uner the auit cateor in the report section. TS To create a ne oi reason or eit an eistin oi reason select Voids rom the manaer screen. To eit the menu select Menu rom the manaer screen. TT TH PAGE 21 selectin the appropriate option rom the naiation buttons on the let o the screen ou can create or eit Screen ateo ries tem roups enu tems hoice Sets hoices eenue lasses an Taes. The irst option is Screen ateories. Select an eistin cateor an press Edit or press New to create a ne screen cateor. To create a screen cateor the onl inormation reuire is name. ae sure anuall Selecte ontents is selecte. The net option is tem roups. Select an eistin roup an press Edit or press New to create a ne item roup. The onl inormation necessar is a name. rices shoul not be ae to tem roups. Screen ateories are the roups in hich menu items are isplae on the S. tem roups are use to oranie items or reportin an printin purposes. t is er common or item roups to be the same as screen cateories. this is ho ou ant to set up our sstem ou shoul create an item roup to match eer screen cateor ou create. rom the enu tems section ou can eit an eistin menu item b selectin it an pressin dit or create a ne item b pressin New. enu tems reuire a name reenue class or ta purposes item roup an screen cateor to eine here the item is isplae on reports an the ticet screen an a price. hoice sets can be assine in the top riht i aailable. itional options are aailable at the bottom or urther custom iation. TS

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Harbortouch Technical Support: 800.632.1888 or possupportharbortouch.com PAGE 22 TT TH T rom the choices section ou can eit an eistin choice b selectin it an pressin Edit or create a ne item b pressin New. hoices reuire a name an can be attache to multiple choice sets usin the s art o These hoice Sets ropon. the choice is in a choice set here all choices are a ierent price ou ma place an upchare price in the top riht. the choice is a ierent price rom a choice set that sets the price ou ma select to oerrie the choice set price. To eit the restaurant sections select Sections rom the manaer screen. TS To create a ne section select Add New Section on the let. The it Sections screen allos ou to customie ho the interace respons hen a ticet is opene or assine to this section. PAGE 23 TS TT STS Select ‘Layout’ on the riht to create an arrane tables or our inin sections. ou can select rom a ariet o table shapes an sies to relect our restaurant laout. rom the hoice Sets section ou can eit an eistin choice set b selectin it an pressin Edit or create a ne choice set b pressin New. hoice Sets onl reuire a name. repen the checbo in the bottom riht corner an errie hoice ricin to set an upchare on each o the choices are the most common options use. ter sain a ne choice set selectin Edit ill oer a ne op tion or attachin the choice set to multiple items at the bottom o the screen.

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Harbortouch Technical Support: 800.632.1888 or possupportharbortouch.com T TH SH SHT Select Fresh Sheet on the manaer screen to ie the items on the resh sheet. tems can be ouble tappe or ou can use the blue arro but tons in the center o the screen to moe items on or o the resh sheet. ou can set the uantit threshol that must be reache beore a particular item is isible on the resh sheet b selectin Edit. The uantit remainin can be oun on the main loin screen to conenientl upate cashiers an serers throuhout the a. The uantit can also be oun in the bottom riht corner o the menu item button. an item is no loner aailable the button ill be isplae in blac ith a lare re an a uantit o ero. hen selecte it ill eplain that the item cannot be orere until the resh sheet is upate. PAGE 24 TS PAGE 25 TS 201 Harbortouch aments . ll rihts resere. Select Labor rom the manaer screen. se the ilters at the bottom an riht o the screen to reie our shits. The shit can be elete cloce out or eite to chane the amount o brea time trace or the start an en time.

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Harbortouch Technical Support: 800.632.1888 or possupportharbortouch.com T THT Select System rom the anaer Screen. Then select Credit then Advanced Setup. ote: hen a creit car pament is inalie or 20 or more oer the preauthorie amount the transaction is lae an has a hih ris o becomin a chare bac. our transactions are commonl more than 20 hiher than the pre authorie amount ou shoul increase our preauthoriation amount to reuce this ris. t is hihl recommene to oi the oriinal preauthoriation an run the creit car aain or an transactions that ecee the preauthorie amount. hec the bo net to llo creit cars to be authorie ahea o time. n the Stanar uthoriation mount iel enter the ollar amount ou ill preauthorie on the creit car. This amount shoul be hih enouh that our customers ill not commonl ecee the amount but lo enouh that it ill not seem unnecessar an upset our customers. 20 30 is common in man enironments hile 0 is common in hiher price establishments or niht clubs. lic OK hen inishe. PAGE 26

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TH ST 800.632.1888 possupportharbortouch.com HT1805_01052015

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