Introduction to Settings in the Restaurant and User Settings modules

This section describes each setting concerned with the Restaurant module in detail. These settings can be found in the Restaurant and User Settings modules, with some settings in the Point of Sales and Sales Ledger modules also being used.

To edit a setting when you are using Windows or macOS, ensure you are in the correct module using the [Switch Module] button in the Navigation Centre or the Ctrl-0 (Windows) or ⌘-0 (macOS) keyboard shortcut. Then click the [Settings] button, also in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts. A 'Settings' list will appear: double-click the item that you need in the list.

To edit a setting when you are using iOS or Android, ensure you are in the correct module using the [Switch Module] button in the Navigation Centre. Select 'Settings' from the Tools menu (with 'wrench' icon). A 'Settings' list will appear: tap the item that you need in the list.

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Settings related to the Restaurant module:

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Account Usage Restaurant

This page describes the Account Usage Restaurant setting in the Restaurant module.

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The Account Usage Restaurant setting allows you to determine some of the Accounts that will be used when Bar Tabs are posted to the Nominal Ledger by the cashing up routines and to specify some options controlling the behaviour of Bar Tabs. Take care to ensure that the Accounts that you specify here exist in the Account register.

Back Office A/C
Paste Special    Account register, Nominal Ledger/System module
The Back Office Account is used when you move cash, cheques and credit card payments into and out of your Till Drawers. A movement into a Till Drawer (e.g. placing a cash float into a Till Drawer) will credit the Back Office Account, while a movement out of a Till Drawer (e.g. removing the day's takings from the Drawer to the back office or bank) will debit it.

You should record movements into and out of your Till Drawers using the Cash Events setting. A Cash Event will not update the Nominal Ledger immediately. This will be done the next time you create a POS Balance record and save it after marking it as OK. You can do this yourself or it will be done automatically the next time you run the 'Cash Up' Maintenance function.

The Back Office Account for a particular Cash Event will be chosen as follows:

  1. The Cred. A/C specified in the Cash Event itself will be used. If you did not specify a Cred A/C in a Cash Event, the Back Office A/C specified here will be copied to the Cash Event when you mark it as OK and save.

  2. If no Back Office A/C can be copied to the Cash Event (i.e. if you have not specified a Back Office A/C in this field), the Back Office A/C on flip E of the relevant Payment Mode will be used.

Usually, you will only specify a Back Office Account in this setting if you want to use the same Account for every Payment Mode. If you leave this field empty, you should specify Back Office Accounts for each Payment Mode (on flip E).

This field is the same as the Back Office A/C field in the POS Settings setting, so you can edit it in either setting.

Writeoff A/C
Paste Special    Account register, Nominal Ledger/System module
As well as using Cash Events to record movements into and out of your Till Drawers, you can use them to write off cash that is missing from Till Drawers. This type of Cash Event is known as a "Writeoff" Cash Event.

"Writeoff" Cash Events will debit a Write-off Account that will be chosen as follows:

  1. The Cred. A/C specified in the Cash Event itself will be used. If you did not specify a Cred A/C in a Cash Event, the Writeoff A/C specified here will be copied to the Cash Event when you mark it as OK and save.

  2. If no Writeoff A/C can be copied to the Cash Event (i.e. if you have not specified a Writeoff A/C in this field), the amounts written off will not be recorded in the Nominal Ledger.

The Writeoff A/C will usually be a Balance Sheet Account (e.g. an Account for discrepancies to be investigated). After investigation, you can enter a Nominal Ledger Transaction to send the discrepancy from the Writeoff A/C to the correct Account.

This field is the same as the Writeoff A/C field in the POS Settings setting, so you can edit it in either setting.

Tmp. Debtors A/C
Paste Special    Account register, Nominal Ledger/System module
If you have added a "Transfer to Sales Ledger" button to the Bar Tab window, you should specify a temporary Debtor Account here. The "Transfer to Sales Ledger" button will create a Sales Ledger Invoice from a Bar Tab in a way that allows the sale to be recorded in the Nominal Ledger from the Bar Tab with a debit posting to the temporary Debtor Account that you specify here. The Nominal Ledger Transaction from the Invoice will credit the temporary Debtor Account and debit the usual Debtor Account for the Customer.

Discount A/C
Paste Special    Account register, Nominal Ledger/System module
If you sell an Item in a Bar Tab for a discounted price, the discounted price will usually be credited to the Sales Account.

If you would like the full sales price of the Item to be credited to the Sales Account and the value of the discount to be debited to a separate Account, specify that Account here. You must also select the Post Discount option below.

This Account will be overridden if you have specified a separate Discount A/C in the Item Group to which an Item belongs. If you have not specified a Discount Account here or in the Item Group, the Invoice Discount Account specified in the Account Usage S/L setting will be debited.

Tip Payment Mode
Paste Special    Payment Modes setting, Sales/Purchase Ledger
If a Bar Tab includes a Tip, the value of that Tip will be credited to the Account in the Payment Mode that you specify here. If you are using Tips, you should specify a Payment Mode here because otherwise the value of Tips will be credited to the Base Currency Round Off Account.

This field is the same as the Tip Payment Mode field in the POS Settings setting, so you can edit it in either setting.

Service Charge Item
Paste Special    Item register
If you are using Service Charges, you should specify a Service Charge Item in this field. Service Charges will be credited to the Sales Account specified in this Item. Please refer to the description of the Service Charges setting here for details.

Base Price
Use these options to specify whether prices of Items in Bar Tabs will include or exclude VAT or tax. This option only applies to prices in Bar Tabs, which will solely depend on this option (specifying a Price List in the Default Customer will not affect prices in Bar Tabs).

Post Discount
Please refer to the description of the Discount Account above for details about this option.
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Bar Tab Classes

This page describes the Bar Tab Classes setting in the Restaurant module.

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The Bar Tab Class is a means of classifying and organising Bar Tabs. This can be useful for reporting purposes, and it can also help ensure that a Bar Tab has the correct Tag/Object and Price List.

If you need a default Bar Tab Class to be assigned to each new Bar Tab, specify that Class on the 'POS' card in the Local Machine setting. You will need to do this individually on each till, cash machine and device (or, for devices that have live-sync connections to the server, in the records for each device in the Local Settings setting in the Technics module). If you will need waiters and bar staff to be able to assign Bar Tabs to Classes or to change the Class in a Bar Tab, add a "Set Tab Class" button to the Bar Tab window.

When a Bar Tab is assigned to a Bar Tab Class (either by default from the Local Machine setting or through the use of the "Set Tab Class" button), the Tag(s)/Object(s) and the Price List in the Class will be brought in to the Bar Tab. Any prices in the Bar Tab will be recalculated to agree with the Price List. Note however that the VAT or tax status of the Bar Tab (whether prices in the Bar Tab include or exclude VAT or tax) will not be changed, even if that status in the Price List is different. Also, the dated Price Lists feature will not be used, so the Price List specified in the Bar Tab Class will not be replaced by one that is valid on the Bar Tab date.

To open the Bar Tab Classes setting, first ensure you are in the Restaurant module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'Bar Tab Classes' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Bar Tab Classes' in the 'Settings' list. The 'Bar Tab Classes: Browse' window will open, listing the Bar Tab Classes that you have previously entered.
To enter a new Bar Tab Class, select 'New' from the Create menu (Windows/macOS) or the + menu (iOS/Android) in the Button Bar. The 'Bar Tab Class: New' window appears. Enter details as described below the illustration and click [Save] (Windows/macOS) or tap √ (iOS/Android) to save the new record.

Code
The unique code that identifies each Bar Tab Class. It can consist of up to five alphanumeric characters.

Description
Assign a descriptive name to the Bar Tab Class. This will be shown in the 'Bar Tab Classes: Browse' window and the 'Paste Special' list, so it should be descriptive enough to make the selection of the correct Bar Tab Class easy for all users.

Price List
Paste Special    Price List register, Pricing module
Specify here the Price List that is to be used in Bar Tabs when they are assigned to the Class. This will overwrite any Price List that is already in the Bar Tab, and any prices already in the Bar Tab will be changed accordingly. Note that changing the Customer in a Bar Tab through a "Customer Search" or "Loyalty Card" button will also change the Price List in the Bar Tab.
Please refer to the 'Items and Pricing' manual for details about Price Lists.

Tags/Objects
Paste Special    Tag/Object register, Nominal Ledger/System module
If you specify a Tag/Object here, it will be copied to Bar Tabs when they are assigned to the Class. You can specify more than one Tag/Object, separated by commas.

When Nominal Ledger Transactions are generated from Bar Tabs (through POS Balances), the Tag(s)/Object(s) specified here will be assigned to the credit postings to the Sales and VAT/Tax Account(s) and the debit posting to the Cash or other Account (i.e. the Account from the Payment Mode).
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Blocked Items

This page describes the Blocked Items setting in the Restaurant module.

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The Blocked Items setting will be useful in the situation when an Item is temporarily not to be sold but you do not want to remove the relevant "Item" button from the Bar Tab window. For example, the Item might be out of stock/sold out but will be available again the next day. In this situation, create a record for the Item in the Blocked Items setting in the Restaurant module. Pressing the "Item" button or searching for the Item using the "Item Search" button will then result in an "Item blocked" message, and the Item will not be added to the Bar Tab. When the Item is available again, delete the Blocked Item record.

Branch
Paste Special    All records in Contact register
Specify the Branch where the Item is not to be sold. You must specify a Branch, even if you only have one. If you are using the Blocked Items feature, you must specify a Branch in the Local Machine setting on each till and device If you have tills and devices that have live-sync connections to the server, specify the Branch in the records for each device in the Local Settings setting in the Technics module.

Item
Paste Special    Item register
Specify the Item that is not to be sold.
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Cash Events

This page describes Cash Events, a setting in the Point of Sales and a register in the Restaurant module. This description focuses on its use in the Restaurant module: please refer here if you need a description focusing on the use of Cash Events in the Point of Sales module.

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At any time during the working day, you may need to place cash in or remove it from a Till Drawer. Examples include placing a cash float into a Till Drawer, and removing cash and other takings from the Till Drawer to the back office when they reach a certain level. You should use Cash Events to record these cash movements. Cash sales are not Cash Events for this purpose. If you are using work sessions, you should ensure that a Till Drawer is in open session when recording Cash Events for it (if you are using the Require Open Session option in the POS Settings setting, you won't be able to save a Cash Event if the Till Drawer you are using is not in open session).

Cash Events are not recorded in the Nominal Ledger immediately. This will be done later, when you create a POS Balance record and save it after marking it as OK. You can do this yourself or it will be done automatically the next time you run the 'Cash Up' Maintenance function.

You can record Cash Events for a particular Till Drawer using the following methods:

  1. Waiters and bar staff can record Cash Events on the till or cash machine itself, working directly in the Cash Event register.

  2. Administrators can record Cash Events separately for each till remotely from a desktop client, again working directly in the Cash Event register.

    You can use this method for tills with live connections to the server and for tills with live-sync connections. However, if you are using work sessions, you should be careful when using this method for live-sync tills. Work sessions cannot be opened remotely for live-sync tills, they can only be opened from the tills themselves. So, if you record a Cash Event remotely for a live-sync till, you must make sure that a work session has been opened on that till first. Using the Require Open Session option will give you a measure of protection. When tills are connected to the server, the POS Session records from those tills will have been synchronised, so the Require Open Session option will be controlled by up-to-date session information. But when tills are not connected to the server, the session information on the server that controls the Require Open Session option may not be up-to-date. In this situation, you should not try to open a session for a till remotely, because any Cash Events that you then enter may not be caught by the cash up routines.

  3. Waiters and bar staff can record Cash Events directly from Bar Tabs. To enable this feature, you must add "Put Cash Float" and "Get Cash Float" buttons to the Bar Tab window. The "Put Cash Float" button will move cash and other monies into a till from the back office, while the "Get Cash Float" will move takings from a till to the back office.

    The "Put Cash Float" and "Get Cash Float" buttons will cause simpler versions of the 'Cash Event: New' window illustrated below to open, entitled 'Cash In: New' and 'Cash Out: New' respectively. The simpler nature of these windows will make them easier to use on tills that may not have keyboards.

  4. When you run the 'Cash Up' Maintenance function for a particular Till/Drawer combination, the function will assume that the contents (cash and other takings) of the specified Drawer have been physically removed to the back office or bank. If you have not already created a Cash Event recording this movement yourself, the 'Cash Up' function will create the Cash Event automatically. If you created a Cashier Count record prior to running the 'Cash Up' function and the value of that Cashier Count is different to the value that should be in the Drawer, the function will create a second Cash Event, writing off the difference (again, assuming you have not already created this Cash Event yourself).
This is the 'Cash Event: New' window used by methods 1 and 2:

This is the 'Cash In: New' window used by method 3 (the 'Cash Out: New' window is similar and is illustrated at the end of this page):

Number
Paste Special    Select from another Number Series
An identifying code for each Cash Event record will be generated automatically, and in most cases there will be no need to change it. The default will be chosen as follows:

  1. It will be taken from the first valid row in the Number Series - Cash Events setting (in the Point of Sales module).

  2. It will be the next number following on from the last Cash Event entered.

If you have tills with live-sync connections to the server, you must define Number Series for Cash Events for each live-sync till in the Synchronised Number Series setting before connecting those tills to the server for the first time. You must also define separate Number Series for the live tills in the Number Series - Cash Events setting.

Sign
The Signature of the user who created the Cash Event: this will be updated when you save the record.

Cred. Acc.
If the Event (below) is "Cash In" or "Cash Out", specify here the Back Office Account that is to be credited (Cash In) or debited (Cash Out) with the value of the Cash Event.

If you leave this field empty, the Back Office Account specified in the POS Settings setting will be copied here when you mark the Cash Event as OK and save it. This Account will be used as the Back Office Account for every Payment Mode that is listed in the matrix. If you have not specified a Back Office Account in the POS Settings setting, this field will be left blank by default and the amounts will be posted to the Back Office Account(s) specified on flip E of the relevant Payment Mode(s). Therefore, you should only specify a Back Office Account in the POS Settings setting if you want to use the same Back Office Account for every Payment Mode.

If the Event is "Cash Writeoff", specify the Account that is to be debited with the amount written off. In this case, if you leave the field empty, the Writeoff Account specified in the POS Settings setting will be copied here when you mark the Cash Event as OK and save it. If you have not specified a Writeoff Account in the POS Settings setting and you leave this field empty, the amounts written off will not be recorded in the Nominal Ledger.

Drawer
Paste Special    Drawers setting, Point of Sales/Restaurant module
Enter here the Drawer to which the Cash Event applies. You must specify a Drawer before you can save the Cash Event. The Drawer that was used together with the Local Machine Code of the till you are working on in the most recent POS Session will appear here as a default.

Machine
Paste Special    Local Machines setting, Point of Sales/Restaurant/Technics module
Enter here the Local Machine Code of the till to which the Cash Event applies.

The Local Machine Code of the till you are working on will appear here as a default.

If you are recording a Cash Event for a Till Drawer remotely from a desktop client, be sure to enter the correct Local Machine Code and Drawer for the till in question before saving.

Date
Paste Special    Choose date
The Date of the Cash Event: this will be updated when you save the record.

Time
Paste Special    Current time
The Time of the Cash Event: this will be updated when you save the record.

Comment
Enter any comment about the Cash Event here.

Event
Use these options to specify the type of movement that is represented by the Cash Event.
Cash Out
The Cash Event represents the removal of cash, cheques or credit card payments from the Till Drawer to the back office or bank.

Cash In
The Cash Event represents the placing of cash or other monies in the Till Drawer.

Cash Writeoff
Select this option when the value of cash or other monies in the Till Drawer is less than expected, and you need to account for the difference. You can also use this option if the Till Drawer contains more than expected, in which case you should enter negative figures in the Amount column in the matrix.

The relevant option will be chosen automatically in the 'Cash In: New' and 'Cash Out: New' windows.

Use the grid to list the payments into or out of the Till Drawer or the amounts being written off.

In each row, choose a Payment Mode (e.g. cash). You can then enter the full amount in the Amount field, or you can choose a Denomination (e.g. 10 cent coins) and a Qty (i.e. number of coins or notes), and the Amount will be calculated for you.

Mode
Paste Special    Payment Modes setting, Sales/Purchase Ledger
Each movement into or out of the Till Drawer should have a Payment Mode, representing the type of movement or write-off. For example, when you empty the Drawer at the end of the day, you might use separate Payment Modes for cash, cheques and credit card movements.

In the 'Cash In: New' and 'Cash Out: New' windows, the Cash Payment Mode specified in the Default Payment Modes setting will be placed in the first row by default.

If the Cred. Acc. field above is empty and you have not specified a Back Office Account in the POS Settings setting, the Back Office Accounts specified for each Payment Mode (flip E) will be credited when there is a movement into the Drawer or debited when there is a removal. If you have specified a Cred. Acc. in the field above, it will be used instead of the Back Office Accounts for all Payment Modes.

Denomination, Value, Qty
If you need to record the movement of a quantity of coins or notes, enter the denomination of the coin or note in the Denomination field. Use 'Paste Special' to choose an option.

If the denomination that you need is not in the 'Paste Special' list, you can instead enter the value of the denomination in the Value field.

Then enter the quantity of coins or notes in the Qty field. The Amount will be calculated automatically.

Amount
The value of the movement into or out of the Till Drawer or to be written off.

Total
The total value of the Cash Event: this will be updated automatically each time you add a payment to the grid.

OK
Tick the OK box to approve the Cash Event. Once you have done this and have saved the record, no further changes can be made.

The OK box is shown in the 'Cash In: New' and 'Cash Out: New' windows, but waiters and bar staff do not need to tick it themselves. It will be ticked automatically when they click or touch [Proceed].

When you next create and mark as OK a POS Balance record (either yourself or using the 'Cash Up' Maintenance function), all approved Cash Events since the previous POS Balance will be recorded in the Nominal Ledger. Please refer here for more details about POS Balances and about the Accounts that will be used in the Nominal Ledger postings.
When the record is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save. Once you have saved an approved Cash Event, you can't change it.

The example Cash Event illustrated above shows the placing of a cash float of 25.00 in a Till Drawer at the beginning of the day. The illustration below shows the removal from the Till Drawer of 528.14 in cash in various denominations, 1998.75 in Visa receipts and 1194.76 in MasterCard receipts at the end of the day.

This is the same cash movement shown in a 'Cash Out: New' window:

If you have specified in the Local Machine Serial Port Devices setting in the Technics module that the till or device you are using is connected to one of the fiscal printers listed below, the Cash Event will be sent to that fiscal printer when you mark it as OK and save:
If the Cash Events entered by particular users are not to be sent to fiscal printers, assign those users to an Access Group in which you have explicitly denied access to the 'Print to Fiscal Printer' Action.

If you need to send an existing Cash Event to a fiscal printer, open it in a record window and choose 'Send to Fiscal Printer' from the Operations menu. This function will only be available if the VAT Law in the Company Info setting is set to "Latvian", "Lithuanian", "Polish" or "Zimbabwean".

As noted earlier in this description, the 'Cash Up' Maintenance function for a particular Till/Drawer combination, the function will assume that the contents (cash and other takings) of the specified Drawer have been physically removed to the back office and will create a suitable Cash Event (Cash Out) automatically. Cash Events created by the 'Cash Up' function will not be sent to fiscal printers, so if this is a requirement you should not use the 'Cash Up' function or you should create the Cash Events yourself before you run the 'Cash Up' function.

If you are working on a live-sync till and the first Cash Event record is not synchronised (not sent to the server), the probable reason is that you have not defined Synchronised Number Series for the Cash Events setting. Please refer here for details.

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Daily Statistics

This page describes the Daily Statistics setting in the Restaurant and Hotel modules. This description focuses on its use in the Restaurant module: please refer here if you need a description focusing on its use in the Hotel module.

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The Daily Statistics setting in the Restaurant and Hotel modules allows you to divide the working day into up to five time periods or shifts. This shift information will be used by the Restaurant Daily Statistics report and Export function and by the Per Shift option in the Restaurant Item Statistics report. You can also use the latter report to list Items sold in Bar Tabs in a particular shift.

Comment
Enter a name for each shift. Up to five shifts can be accommodated, but as shown in the illustration you do not need to use all five.

From, To
Paste Special    Current time
Enter the times when the shifts start and end, using the HH:MM:SS format.
If you are using the Hotel Interface (i.e. if you have selected the Hotel Interface option in the Optional Features setting in the System module), three extra fields will be visible in the Daily Statistics setting. These are described here.

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Default Payment Modes

The Default Payment Modes setting is situated in the Point of Sales and Restaurant modules and the Sales Ledger. Please refer here for a description.

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Dish Statuses

There are three methods that you can use to monitor Kitchen Orders as they progress through the kitchen: the Workflow Overview, the Kitchen Order Screen and the Calendar. Using the Workflow Overview requires the overall process of producing dishes in the kitchen to be divided into steps or stages. These steps or stages are known as Dish Statuses, which you should list in this setting. Please refer here for more details.

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Drawers

This page describes the Drawers setting. This setting is located in the Point of Sales and Restaurant modules, but this description focuses on its use in the Restaurant module. Please refer here if you need a description focusing on its use in the Point of Sales module.

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The Drawers setting should contain a list of the till drawers in your cash machines, tills and devices. Enter a separate record for each till drawer. You must do this if you are using work sessions, because you will need to specify both a Machine and a Drawer when opening and closing sessions and in cash transactions.

After entering a Drawer in this setting, you should configure it as follows:

  1. Enter a POS Balance record for the Drawer, dated the day before you first use it and with a zero balance (the balance will be calculated to be zero automatically).

  2. Connect the Drawer to a Local Machine (i.e. to a cash machine, till or device). You should do this by opening a work session for the Drawer/Local Machine combination. Create a POS Session record and specify the Drawer together with a Local Machine. The Event in the POS Session should be "Open". After saving this record, the Drawer will be assigned to each Bar Tab entered on the till or device (i.e. each Bar Tab will be recorded as having been entered on the till/device and the Drawer). If you do not connect a Drawer to a till or device, Bar Tabs entered on that till or device may be assigned to the wrong Drawer or may not be assigned to a Drawer at all and so will not be included in the cash up routines. The term "Till Drawer" in this documentation refers to a Drawer and Local Machine in combination.

    If you will not be using work sessions as part of your usual routine, you should immediately create a second POS Session record for the Drawer/Local Machine combination in which the Event is "Close"

    If a till or device has a live-sync connection to the server, you will need to create these POS Sessions working on the till or device itself.

Usually, you will need one Drawer for each Local Machine. If you need more than one Drawer per Machine, select the Allow Multiple Sessions per Machine option in the POS Settings setting.

To work with Drawers, first ensure you are in the Restaurant or Point of Sales modules. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre (or use the Ctrl-S/⌘-S keyboard shortcut). Double-click 'Drawers' in the resulting list: If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Drawers' in the 'Settings' list. The 'Drawers: Browse' window opens, listing the available Drawers. Select 'New' from the Create menu (Windows/macOS) or + menu (iOS/Android) to create a new record.

In the Drawer entry window, you should enter a code and a short descriptive text. The code may contain up to five characters, and you may freely mix letters and numbers. Click the [Save] button or tap √ to save changes.

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Fiscal Printer Reports

This page describes the Fiscal Printer Reports setting in the User Settings module. This description focuses on its use in the Restaurant module. Please refer here if you need a description focusing on its use in the Point of Sales module.

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If you are using fiscal printers, at the end of each day you will need to print reports listing the day's transactions. You can use the Fiscal Printer Reports setting in the User Settings module to instruct fiscal printers to print these reports from within Standard ERP. You should do this separately on each till and device that has a connected fiscal printer.

The precise operation of the Fiscal Printer Reports setting will depend on the model of fiscal printer that you are using. What follows is a general guide: for more detailed information, please refer to your local HansaWorld representative.

When you open the Fiscal Printer Reports setting, the following window appears:

This window contains several buttons that will produce various reports, as follows:
Daily Balance
The [Daily Balance] button will instruct most fiscal printers to print a report listing the transactions that were recorded in the printer's memory during the current day. This report is known as a "Z report" in some countries.

If your fiscal printer is the Empirija FB15, you will need to print the Z report both to paper and to an electronic journal file. The electronic journal file should be saved in two locations, which you should specify using the Fiscal Printer Elect. Journal Path and Fiscal Printer Elect. Journal Path 2 fields on the 'POS' card of the Local Machine setting.

If you want to store the electronic Z reports in a folder inside the folder or directory containing the Standard ERP application, you can specify a relative path, such as:

ZReports

If you want to store the reports somewhere else, use absolute paths with the following syntax:

Windows
c:/samplefolder1/samplefolder2/ZReports
macOS
/samplefolder1/samplefolder2/ZReports

In all cases, do not add a separator (/) as the final character in the path.

The Fiscal Printer Elect. Journal Path and Fiscal Printer Elect. Journal Path 2 fields are in the Local Machine setting, so you will need to specify them separately on each till and device. If a till or device has a live-sync connection to the server, specify the Fiscal Printer Elect. Journal Path and Fiscal Printer Elect. Journal Path 2 in the record for the till or device in the Local Settings setting in the Technics module. If you leave these fields empty on a particular till, the [Daily Balance] button on that till or device will cause the printer to print the Z report, but it will not create an electronic Z report.

As printing the Z report will create electronic journal files, it should be the last report that you print at the end of the day, and it can only be printed once per day.

There is no need to specify the Fiscal Printer Elect. Journal Path and Fiscal Printer Elect. Journal Path 2 if you are using the Empirija FB15 with Middleware, as the electronic journals will be maintained by the middleware application.

If you are using POSNET fiscal printers with the POSNET protocol, you can enter a date in the Date field if you need to print a Z report for a past date. If you leave the Date field empty, the report for the current date will be printed.

For some fiscal printers, an alternative method of printing Z reports is through the "Daily Report" and "Daily Z Report" buttons that you can add to the Bar Tab window. Please refer to the description of these buttons here for a list of supported printers. If you are using the Bematech MP-2100 TH FI fiscal printer, you can only use the "Daily Z Report" button to print Z reports, so in this case be sure to add this button to the Bar Tab window.

Monthly Balance
The [Monthly Balance] button will instruct most fiscal printers to print a balance report for the current month. This report is known as an "X report" in some countries.

If you are using one of the POSNET printers with the POSNET protocol, you can enter a date in the Date field if you need to print an X report for a previous month. If you leave the Date field empty, the report for the current month will be printed.

If you are using the Bematech MP-2100 TH FI fiscal printer, you cannot print X reports from this setting, you can only use the "Daily Report" button from the Bar Tab window. If you are using this fiscal printer, be sure to add this button to the Bar Tab window.

Yearly Balance
The [Yearly Balance] button will instruct some fiscal printers to print a balance report for the current year. You can use this button with the three POSNET printers with the POSNET protocol.

If you are using one of the POSNET printers, you can enter a date in the Date field if you need to print a report for a previous year. Only the year will be taken from the date that you specify: the report will always run from January 1. If you leave the Date field empty, the report will run from the start of the current year.

Periodic Report
The [Periodic Report] button will instruct some fiscal printers to print a report for a specified period. Use the From and To fields above the button to specify the period.

You can use this button with the Brio FisUSBM, Empirija FB15 (with and without middleware) and the three POSNET printers with the POSNET protocol.

For the Empirija FB15 (with and without middleware), you can also print periodic reports for the current date using the "Daily Report" button that you can add to the Bar Tab window.
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Gift Voucher Settings

If you will sell Gift Vouchers that you will take in payment for goods at a later date, you can use the Gift Voucher Settings setting in the Restaurant and Point of Sales modules and Sales Ledger to set a default validation period for each Gift Voucher and to specify whether the sale and/or redemption of Gift Vouchers are transactions that qualify for Loyalty Card Points. Please refer here for details about issuing Gift Vouchers.

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Gift Voucher Types

If you will sell Gift Vouchers that you will take in payment for goods at a later date and you would like different Payment Modes to be used when you sell Gift Vouchers of different kinds, you can use Gift Voucher Types to specify the Payment Modes that should be used. The Gift Voucher Types setting is in the Restaurant and Point of Sales modules. Please refer here for details.

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Gift Vouchers Issued

If you will sell Gift Vouchers that you will take in payment for goods at a later date, you must first register your Gift Vouchers in the system. To do this, use the Gift Vouchers Issued setting, which is situated in the Restaurant and Point of Sales modules and the Sales Ledger. Please refer here for details.

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Gift Vouchers Received

If you will take Gift Vouchers in payment for goods, those payments will be recorded in the Gift Vouchers Received setting, which is situated in the Restaurant and Point of Sales modules and the Sales Ledger. Please refer here for details.

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Gift Vouchers Sold

If you will sell Gift Vouchers that you will take in payment for goods at a later date, you will usually do so using a "Sell Gift Voucher" button in the POS Invoice window. Each sale of a Gift Voucher will be recorded in the Gift Vouchers Sold setting, which is situated in the Restaurant and Point of Sales modules and the Sales Ledger. Please refer here for details.

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Item Classifications

The Item Classifications setting is situated in the Restaurant module and the Sales Ledger. Please refer here for a description.

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Item Departments

There are three methods that you can use to monitor Kitchen Orders as they progress through the kitchen: the Workflow Overview, the Kitchen Order Screen and the Calendar. Using the Kitchen Order Screen method allows operators at each station in the kitchen only to be shown the dishes that are relevant to them. This requires you to list the various stations in the kitchen, and to assign dishes (i.e. Items) to the relevant stations. Use the Item Departments setting to assign dishes to the relevant stations. Please refer here for more details.

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Kitchen Departments

There are three methods that you can use to monitor Kitchen Orders as they progress through the kitchen: the Workflow Overview, the Kitchen Order Screen and the Calendar. Using the Kitchen Order Screen method allows operators at each station in the kitchen only to be shown the dishes that are relevant to them. This requires you to list the various stations in the kitchen, which you can do in the Kitchen Departments setting. Please refer here for more details.

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Kitchen Order Screen

There are three methods that you can use to monitor Kitchen Orders as they progress through the kitchen: the Workflow Overview, the Kitchen Order Screen and the Calendar. Use this setting to open the Kitchen Order Screen. Please refer here for more details.

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Kitchen Order Screen Colours

There are three methods that you can use to monitor Kitchen Orders as they progress through the kitchen: the Workflow Overview, the Kitchen Order Screen and the Calendar. If you are using the Kitchen Order Screen method, Kitchen Orders can be shown colour-coded depending on their age. Use the Kitchen Order Screen Colours setting to configure the colour-coding system. Please refer here for more details.

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Kitchen Orders

A Kitchen Order is an instruction to the kitchen to prepare the food Items that have been included in a Bar Tab.

After adding Items to a Bar Tab, a waiter or member of bar staff can create a Kitchen Order using the "Kitchen Order" or "Print Tab to Kitchen" buttons in the Bar Tab window.

Please refer here for full details.

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Local Machine

This page introduces the Local Machine setting in the User Settings module with particular reference to its use in the Restaurant module. Please refer here if you need a description focusing on its use in the Point of Sales module.

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The Local Machine setting in the User Settings module contains various options controlling the behaviour of each till, cash machine and device.

You can configure the Local Machine setting in two ways:

  1. On tills and devices that have live connections to the server, you must configure this setting separately on each till and device. This method is described immediately below.

  2. You can create a separate record for each till and device in the Local Settings setting in the Technics module. You must use this method for tills and devices that have live-sync connections to the server, but you can also use it to pre-configure the options that you need to be used on devices with live connections.

    When a till or device with a live-sync connection logs in for the first time, the relevant record from the Local Settings setting will be sent to the till or device automatically, updating the Local Machine setting on that till. If you change the record in the Local Settings setting, the change will be sent to the till or device as soon as possible. On updating a till or device to a new version of Standard ERP and starting the new version without a database for the first time, the relevant record will again be sent to the till or device automatically. This is described in more detail here.

    When a till or device with a live connection logs in for the first time, go to the Local Machine setting and choose a Local Machine Code using 'Paste Special'. The fields in the Local Machine setting will be filled in with information taken from the relevant record in the Local Settings setting. In this situation, you can create separate records for each till and device in the Local Settings setting, but you can also create a default record in which the Code is empty.

To edit the Local Machine setting if you are working on a till or device with a live connection to the server, first change to the User Settings module using the [Switch Module] button in the Navigation Centre. Then, if you are using Windows or macOS, click the [Settings] button, also in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'Local Machine' in the resulting list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Local Machine' in the 'Settings' list. The 'Local Machine: Inspect' window opens:

Fill in the fields as described on the pages that are linked below. Only the options in the Local Machine setting that are relevant to the Restaurant module are described here. Then, to save changes and close the window, click the [Save] button (Windows/macOS) or tap √ (iOS/Android). To close the window without saving changes, click the close box (Windows/macOS) or tap < (iOS/Android).

Please follow the links below for details about each card:

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Local Machine - Header and Defaults Card

This page describes the fields and options in the Header and on the 'Defaults' card of the Local Machine setting with reference to the Restaurant module. Please follow the links below for descriptions of the other cards:
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Code
Paste Special    Local Machines setting, Point of Sales/Restaurant/Technics module
Use this field to assign a unique identification Code (the "Local Machine Code") to each till and device.

The Local Machine Code will be copied to every transaction (e.g. every Bar Tab) recorded on the till or device and will be updated each time a transaction is saved. This allows the transactions recorded on each till and device to be kept separate in reports. You will also need to quote the Local Machine Code in every operation affecting the till or device (e.g. moving cash floats in and out of the till or device, opening and closing work sessions, cashing up).

An option that is available is to pre-configure the Local Machine setting for each till and device. To do this, create separate records for each Local Machine Code in the Local Settings setting in the Technics module or, if you need the same options to be used on every till or device, you only need create a default record in which the Code is empty. Having done so, when you specify a Code in this field on a particular till or device, the other fields and options in the Local Machine setting will be changed to agree with the relevant record in the Local Settings setting.

You will need to restart Standard ERP on a till after specifying its Local Machine Code, in order for the new Local Machine Code to be fully registered throughout the system.

Default Customer
Paste Special    Customers in Contact register
The Default Customer is the Customer that will be used by default in every new Bar Tab and POS Invoice. This will often be a generic Customer such as 'Cash Sale'.

You can specify an overall Default Customer in the POS Settings setting in the Restaurant and Point of Sales modules This Default Customer will be used on every till and device. If you want to use a different Default Customer on a particular till or device, specify that Customer in this field on the till or device in question.

In both cases, the specified Customer must exist in the Contact register.
Every new Bar Tab and POS Invoice will be created in the name of the Default Customer. If you have added a "Customer Search" button to the Bar Tab and/or POS Invoice windows, you will be able to choose a different Customer if necessary. Specifying a Loyalty Card in a Bar Tab or POS Invoice will also change the Customer.

Although the Default Customer field is on the 'Defaults' card of the Local Machine setting, it will only be used in Bar Tabs and POS Invoices. New Quotations, Sales Orders and Sales Ledger Invoices will not use the Default Customer.

Branch
Paste Special    All records in Contact register
If your business has more than one Branch (e.g. more than one restaurant), you can use this field to record the Branch where a till or device is located.

Each Branch must have its own record in the Contact register. These Contact records will allow details such as the Branch address to be printed on documentation, providing you have included the relevant fields in your Form Template designs.

The Branch specified here will be copied to all Bar Tabs, Deliveries, POS Invoices, Purchase Orders, Reservations, Returned Goods records, Quotations, Sales Invoices, Sales Orders and Stock Movements that you enter on the client machine, till or device. It is a legal requirement in some countries that the Branch origin of these transactions is recorded.

If you have specified any Sales Tags/Objects in the Contact record for a particular Branch, those Tags/Objects will be copied to Bar Tabs, POS Invoices, Reservations, Quotations, Sales Orders and Sales Invoices. This will allow detailed Branch reporting and analysis in the Nominal Ledger.

You must specify a Branch in the Local Machine setting on each till and device if you want to use some of the features in the Restaurant module, even if you only have one Branch. These features include the Kitchen Order Screen and the Blocked Items setting.

Default Location
Paste Special    Locations setting, Stock module
When you enter a Bar Tab or a POS or Sales Ledger Invoice on a till or device, the Location will be chosen as follows:

  1. It will be taken from the Person record for the current user ('Sales' card). In a restaurant environment, it may not be necessary to specify Locations in the Person records for the waiters and bar staff.

  2. It will be taken from this field, which is specific to the till or device. In a restaurant environment, this Location may represent the branch in which the till or device is situated.

When you mark a Sales Ledger Invoice as OK and save, the Items sold will be withdrawn from the specified Location immediately. Items sold in Bar Tabs and POS Invoices will be withdrawn from the specified Location when you next run the 'Update Stock' Maintenance functions in the Restaurant and Point of Sales modules (note that the two 'Update Stock' functions are not the same).

The Location will also be chosen as described above in new Goods Receipts, Purchase Orders, Quotations, Sales Orders, Stock Depreciation records, Stock Revaluations, Stocktaking records and Work Sheets unless determined by other records (e.g. a Goods Receipt created from a Purchase Order will take its Location from the Purchase Order). In all cases except Bar Tabs and POS Invoices, you will be able to change the default choice of Location if necessary.

Default Return Location
Paste Special     Locations setting, Stock module
If you need Items that Customers return to be received into a dedicated Location (for example, a testing area), specify that Location here. This Location will be used in all Returned Goods records and Credit Notes entered on the till or device, in preference to the Default Location specified in the current user's Person record above or in the field above.

Note that the Default Return Location will not be used in Returns created in the restaurant environment (i.e. in Bar Tabs with negative values created using the "Return" button in the Bar Tab window). Returns will use the Default Location as described above.

Wide Scroll Bars
Wider scroll bars can make operation on a touch screen easier. This feature is not operational on every operating system.
The Local Machine setting and the Restaurant module:
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Local Machine - POS Card

This page describes the fields and options on the 'POS' card of the Local Machine setting with reference to the Restaurant module. Please follow the links below for descriptions of the other cards:
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Price List
Paste Special    Price List register, Pricing module
If you specify a Price List here, it will be used in all Bar Tabs recorded on the till or device unless a separate Price List has been specified for a particular Customer.

When you create a new Bar Tab, the Price List will be chosen as follows:

  1. The Price List will be brought in from the card of the Default Customer's Contact record.

  2. If you have specified a Bar Tab Class in the field below, the Price List in that Bar Tab Class will be used. Note: if you have not specified a Price List in the Bar Tab Class, there will similarly be no Price List specified in new Bar Tabs.

  3. The Price List specified here in the Local Machine setting will be used.

If you change the Customer in a Bar Tab, the Price List will be changed as well.
If you add a Loyalty Card to a Bar Tab, the Customer will be changed accordingly and the Price List will be brought in from the relevant row in the Loyalty Card Membership Level Structure setting in the Restaurant and Point of Sales modules. If the Loyalty Card Membership Level Structure does not supply a Price List or the specified Customer does not have a Loyalty Card, then the Price List will again be chosen as specified above.

The Price List that you specify here will also be used as described above in POS Invoices. It will also be offered as a default in Hotel Reservations if no Default Price List has been specified in the Hotel Settings setting or for the Default Hotel Customer. Please refer here for more details about the use of this field in Hotel Reservations.

POS Button Group
Paste Special    POS Button Groups setting, Point of Sales/Restaurant module
When configuring the buttons that will appear in the Bar Tab and/or POS Invoice windows, you may need different sets of Buttons to be used, depending on how a particular till or device will be used. For example in a restaurant you might need different sets of buttons to appear on the tills in the food area compared to the tills in the bar. You can implement this using POS Button Groups.

In this example, you would create one POS Button Group for the food area and one for the bar. Then, create the POS Button records that you need, assigning them each to the relevant Button Group (i.e. assign each POS Button record to the food area or to the bar). Then, use this field to assign a particular till or device to a Button Group (i.e. to specify whether the till or device will be used in the food area or the bar). Buttons designed for the food area will not be used on Tills in the bar and vice versa.

Please refer here for more details.

Fiscal Printer Elect. Journal Path, Fiscal Printer Elect. Journal Path 2
In Lithuania, if an Empirija FB15 fiscal printer is attached to a till, you will need to print a daily Z report both to paper and to an electronic journal file. The electronic journal file should be saved in two locations, which you should specify in these two fields. Please refer to the description of the Fiscal Printer Reports setting here for more details.

Table View
Paste Special    Table Views setting, Restaurant module
A Table View is a floor plan of the restaurant. If a restaurant has more than one room, floor or other division, it can have more than one Table View. A Table View will show each Table in the appropriate position in the room, with each Table using colour-coding to indicate whether it is occupied. Waiters and members of bar staff can use a Table View to assign Bar Tabs to Tables.

If a till or device will always be used in the same room or on the same floor i.e. it will always be used to assign Bar Tabs to Tables from the same floor plan, specify here the Table View that represents that floor plan. Please refer here for more details about Table Views.

Bar Tab Class
Paste Special    Bar Tab Classes setting, Restaurant module
If you need a default Bar Tab Class to be assigned to each new Bar Tab entered on a particular till or device, specify that Class here. If you have specified a Price List and/or Tag/Object in the relevant Bar Tab Class record, they will be copied to each new Bar Tab as well.

If you need waiters and members of bar staff to be able to change the Class (and therefore the Price List and Tag/Object) in a Bar Tab, add a "Set Tab Class" button to the Bar Tab Class.

Kitchen Order Screen Department
Paste Special    Kitchen Departments setting, Restaurant module
There are three methods that you can use to monitor Kitchen Orders as they progress through the kitchen: the Workflow Overview, the Kitchen Order Screen and the Calendar. Using the Kitchen Order Screen method allows operators at each station in the kitchen only to be shown the dishes that are relevant to them. You should list the various kitchen stations in the Kitchen Departments setting. Then, use this field to assign the devices that will be used in the kitchen to the relevant station. Please refer here for more details about the Kitchen Order Screen.

Kitchen Order Screen Refresh Interval
If you are using the Kitchen Order Screen mentioned above, it will be refreshed periodically and automatically so that newly-created Kitchen Orders will become visible.

Use this field to specify how often the Kitchen Order Screen should be refreshed on the device, using the format HH:MM:SS. If you leave this field empty, the Kitchen Order Screen will be refreshed once a minute.

One Active Bar Tab
By default, if a waiter or member of bar staff uses the "All Tabs" button in the Bar Tab window to open an existing Bar Tab, that Bar Tab will be opened in a new window. The Bar Tab containing the "All Tabs" button that was pressed by the waiter will remain open in its own window behind the newly opened one. Select this option if you would like the Bar Tab containing the "All Tabs" button that was pressed by the waiter to be closed, so that only one Bar Tab window can be open at any time.

Use Customer Display
Use this option when a till or device has two built-in displays, one for waiters and bar staff and one for customers. When a waiter or member of bar staff creates a new Bar Tab, it will cause a second window (entitled 'Customer Display') to be opened as well as the usual 'Bar Tab: New' window. As the waiter or member of bar staff adds Items to the Bar Tab, they will be listed in both windows.

The first time a waiter or member of bar staff creates a new Bar Tab on a particular till, the 'Customer Display' window will be opened on top of the 'Bar Tab: New' window. Drag the 'Customer Display' window to the display facing the customer and choose 'Save Position' from the Window menu. This will ensure the 'Customer Display' window will always be opened on the display facing the customer in future.

Require Authorisation Code for Credit Card Payments
Select this option if you would like it to be mandatory for credit and debit card payments to be accompanied by authorisation codes when they are recorded on a particular till or device. You will usually use this option when you are using a separate system to process credit and debit card payments and you need waiters and bar staff to record authorisation codes against the corresponding Bar Tabs. Please refer here for more details.

Hide Quantity on POS Invoice
Please refer here for details about this option.

Hide Item Code on POS Invoice
Please refer here for details about this option.
The Local Machine setting and the Restaurant module:
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Local Machine - POS Appearance Card

Please refer here for details about using the 'POS Appearance' card in the Local Machine setting when configuring the Bar Tab window.

The Local Machine setting and the Restaurant module:

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Local Machine Groups

This page describes the Local Machine Groups setting in the Restaurant module.

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The Local Machine Groups setting allows you to divide your tills and devices into groups for the purposes of the Restaurant Item Statistics report. This report can provide you with sales statistics for Items sold through Bar Tabs on the tills and devices belonging to a particular Local Machine Group. For example you might enter Local Machine Groups that represent different Branches, different floors within the restaurant or different areas in the restaurant.

Code
Specify a unique identification Code for each Local Machine Group. You can use up to five alphanumeric characters.

Machines
Paste Special    Local Machines setting, Point of Sales/Restaurant/Technics module
Enter the Local Machine Code of each till or device that belongs to the Local Machine Group, separated by commas.

If you need to use 'Paste Special' to enter several Local Machine Codes, enter the first Local Machine Code and then type the comma before opening the 'Paste Special' list. This will cause the next Local Machine Code to be added to the one already entered. Otherwise, the previous Local Machine Code will be overwritten.

A particular Local Machine Code can belong to more than one Local Machine Group, as shown in the illustration.
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Local Machine Payment Modes

This page describes the Local Machine Payment Modes setting. This setting is located in the Point of Sales and Restaurant modules, but this description focuses on its use in the Restaurant module. Please refer here if you need a description focusing on its use in the Point of Sales module.

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The Local Machine Payment Modes setting should contain a list of the Payment Modes (i.e. the payment methods) that can be used on each Local Machine (i.e. on each till, cash machine or device). This setting is in the Restaurant and Point of Sales modules.

You should list payment methods in the Local Machine Payment Modes setting if you will need waiters and bar staff working with Bar Tabs to be able to receive payment from a Customer using more than one payment method (e.g. cash and credit card) in a single window. Follow these steps:

  1. In the POS Buttons setting, add a "Pay" POS Button to the Bar Tab window.

  2. In the Local Machine Payment Modes setting, list the payment methods that can be used on each till or device. For example, if you have three tills that will accept cash and credit cards, you will need to list these payment methods separately for each till in the setting, as illustrated below (in this example, one till will also accept cheques):

    In each row, specify the Payment Mode (i.e. the payment method), the Local Machine (i.e. the till or device on which the payment method can be used) and the Label. The Label is the text that will identify each payment method to the waiters and bar staff. For each Payment Mode that represents credit card payments, use 'Paste Special' from the CC Type field to choose the credit card type. For the Payment Mode that represents cash payments, enter your home Currency in the Currency field. You don't need to specify a Drawer.

  3. When a waiter or member of bar staff clicks or touches the "Pay" button, a 'Payment' window will open. This window will contain a separate field for each payment method that can be used on the till or device (i.e. the payment methods that you have listed for the till in the Local Machine Payment Modes setting):

  4. The waiter or member of bar staff should enter the value of the payments made using each payment method in the relevant Amount fields and then click or touch the [Proceed] button. The payments will be added to the Bar Tab.

    Note that there only space in the 'Payment' window for a limited number of payment methods. Bear this in mind when deciding whether to offer waiters and bar staff a "Pay" button as you may end up with too many payment methods for the "Pay" window. If so, you may decide not to offer waiters and bar staff a "Pay" button and instead offer them separate buttons for each payment method (e.g. separate "Cash" and "Credit Card" buttons). It will still be possible to receive payments made using more than one payment method, but not in the same window.

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Local Machine Serial Port Devices

This page describes the Local Machine Serial Port Devices setting in the Technics module. This description focuses on its use in the Restaurant module. Please refer here if you need a description focusing on its use in the Point of Sales module.

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You can attach serial port devices of many kinds to your tills and hand-held devices. Examples include printers, drawers, credit card terminals, pole displays and fiscal printers and control units. After attaching a serial port device to a till or hand-held device, refer to the manual for the serial port device and configure the till's operating system to ensure it will communicate with the device. You should then register the device in Standard ERP. Follow these steps:

  1. Working on a desktop client, change to the Technics module and open the Local Machine Serial Port Devices setting. The 'Local Machine Serial Port Devices: Browse' window opens, listing the records in the setting that already exist.

    To be able to work in the Technics module, your Person or Global User record should belong to an Access Group that explicitly grants full access to the Technics module.

  2. Select 'New' from the Create menu (Windows/macOS) or + menu (iOS/Android) to create a new record, or highlight a record similar to the one you want to enter and select 'Duplicate' from the same menu.

  3. The 'Local Machine Serial Port Device: New' window opens:

    Code
    Enter a unique Code for the serial device. The Code can consist of up to ten characters, and you can use both numbers and letters.

    Local Machine
    Paste Special    Local Machines setting, Point of Sales/Restaurant/Technics module
    Enter the Local Machine Code of the till or cash machine to which the serial device is or will be attached.

    Device Class
    Paste Special    Choices of possible entries
    Use 'Paste Special' to specify the type of the serial device. The following options are available:
    Receipt Printer
    Use this option if the serial device is a receipt printer.

    Receipt printers are described in more detail here.

    Fiscal Printer
    As well as printing receipts, a fiscal printer will record each transaction in its memory. This information is usually required by the local tax authority.

    Fiscal printers are described in more detail here.

    Drawer
    Use this option if the serial device is a cash machine drawer.

    If you also attach a receipt printer to a till (i.e. if you have separate records in the Local Machine Serial Port Devices setting for the drawer and the receipt printer), the drawer will usually be opened automatically as part of the printing process. Please refer here for more details.

    Device Model
    Paste Special    Choices of possible entries
    Use 'Paste Special' to specify the precise model of the serial device.

    Port
    Specify the till's serial port to which the serial device is attached (e.g. "COM1" if the till is a Windows machine).

    If the till is a macOS or Linux machine and does not have a serial port, you will need an RS232-to-USB adapter. Install the driver supplied with the adapter. To discover the port number of the new port, you can use the Network section of System Preferences or type ls /dev/tty.* in a new Terminal window. Then enter the port number in this field (for example, /dev/tty.usbserial or /dev/tty.KeySerial1).

    Baud Rate, Flow Control, Data Bits, Stop Bits, Parity
    Refer to the manual for the serial device to specify the appropriate communications settings. In the case of the Flow Control field, you can choose the relevant value using 'Paste Special'.

    Codepage
    Paste Special    Choices of possible entries
    Specify the code page (character encoding system) that is to be used when communicating with the serial device. This information can again often be found in the manual for the serial device.

    Start with Esc. Sequence (ASCII Codes), End with Esc. Sequence (ASCII Codes)
    If required by the serial device, specify the escape sequences that should mark the start and end points of communications with the device. This information can be obtained from the manual for the device. You will need to specify a Start Escape Sequence if the Device Class is "Drawer". If the Device Model is the Empirija FB15, the End Escape Sequence should be 114.

    On Device Failure
    Paste Special    Local Machine Serial Port Devices setting, Technics module
    If the Device Class is "Receipt Printer", you can specify here a secondary printer that is to be used if the receipt printer fails. The secondary printer should have its own record in the Local Machine Serial Port Devices setting, and should also be attached to the till or cash machine.

    Log
    If the Device Class is "Fiscal Printer" and the Device Model is the Empirija FB15, select this option if you need communications with the printer to be logged in the hansa.log file. If problems arise (e.g. if an Invoice is not printed by the fiscal printer), this can help with tracing the cause.

  4. When the record is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save it, or use the close box to close the record without saving.

  5. Each record in the Local Machine Serial Port Devices setting is stored in the main database on the server. This setting is a central repository of all the serial port devices you have in your network. A separate setting, the Local Serial Port Devices Cache setting in the User Settings module, contains a list of the serial port devices that are attached to a particular till or hand-held device. As this setting is in the User Settings module, it will contain different records on each till.

    The Local Serial Port Devices Cache setting will usually be filled automatically. Each time a till or hand-held device connects to the server, the relevant records (i.e. the records with the relevant Local Machine Code) will be sent from the Local Machine Serial Port Devices setting on the server to the Local Serial Port Devices Cache setting on the till. If you attempt to use a serial port device on a till before its Local Serial Port Devices Cache contains a record for that serial port device, this will also cause the relevant records to be sent from the Local Machine Serial Port Devices setting on the server to the Local Serial Port Devices Cache setting on the till.

    In the case of tills and hand-held devices with live-sync connections to the server, the Local Serial Port Devices Cache setting on each till will be filled automatically as part of the synchronisation process.

  6. If you change a record in the Local Machine Serial Port Devices setting, the change will be fed through to the Local Serial Port Devices Cache setting on the relevant till(s) automatically when that till next connects to the server. If a till is already connected, an alternative is to update the till(s) yourself, by opening the Local Serial Port Devices Cache setting in the User Settings module on each till and deleting the old records. The next time you attempt to use a serial port device, the Local Serial Port Devices Cache setting will be filled automatically. On tills with live connections to the server, you can also open the Local Serial Port Devices Cache setting and choose 'Synchronise Serial Port Devices' from the Operations menu.
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Local Machines

This page describes the Local Machines setting. This setting is located in the Point of Sales, Restaurant and Technics modules, but this description focuses on its use in the Restaurant module. Please refer here if you need a description focusing on its use in the Point of Sales module.

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The Local Machines setting should contain a list of the cash machines, tills and devices in your restaurant environment. Making a list of cash machines, tills and devices is necessary for the following purposes:

You can find the Local Machines setting in the Point of Sales, Restaurant and Technics modules. To open the Local Machines setting, first ensure you are in one of these modules. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'Local Machines' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Local Machines' in the 'Settings' list. The 'Local Machines: Browse' window will open, listing the Local Machines that you have previously entered. To enter a new Local Machine, select 'New' from the Create menu (Windows/macOS) or the + menu (iOS/Android). The 'Local Machine: New' window appears: enter details as described below the illustration and click [Save] (Windows/macOS) or tap √ (iOS/Android) to save the new record.

Specify a unique Code for each Local Machine. You can use up to 20 characters. The remaining fields are for information only, but the Description will be shown in the 'Paste Special' list, so it should be descriptive enough to make the selection of the correct Local Machine easy for all users.

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Local Settings

This page describes the Local Machines setting in the Technics module. This description focuses on its use in the Restaurant module: please refer here if you need a description focusing on its use in the Point of Sales module.

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The Local Machine setting in the User Settings module contains various options controlling the behaviour of each till and cash machine.

You can configure the Local Machine setting in two ways:

  1. On tills and devices that have live connections to the server, you must configure this setting separately on each till and device.

  2. You can create a separate record for each till and device in the Local Settings setting in the Technics module. You must use this method for tills and devices that have live-sync connections to the server, but you can also use it to pre-configure the options that you need to be used on devices with live connections.

    When a till or device with a live-sync connection logs in for the first time, the relevant record from the Local Settings setting will be sent to the till or device automatically, updating the Local Machine setting on that till. If you change the record in the Local Settings setting, the change will be sent to the till or device as soon as possible. On updating a till or device to a new version of Standard ERP and starting the new version without a database for the first time, the relevant record will again be sent to the till or device automatically.

    When a till or device with a live connection logs in for the first time, go to the Local Machine setting and choose a Local Machine Code using 'Paste Special'. The fields in the Local Machine setting will be filled in with information taken from the relevant record in the Local Settings setting. In this situation, you can create separate records for each till and device in the Local Settings setting, but you can also create a default record in which the Code is empty.

Maintaining a record containing the Local Machine options for each till and device in the Local Settings setting has the following advantages:
To configure the options in the Local Machine setting for each till and device remotely, follow these steps:
  1. Working on a desktop client, change to the Technics module. To be able to work in this module, your Person or Global User record should belong to an Access Group that explicitly grants full access to the Technics module.

  2. Open the Local Machines setting, and create a separate record for each till and device. This setting is also in the Restaurant and Point of Sales modules.

  3. Remaining in the Technics module, open the Local Settings setting and again create a separate record for each till and device.

  4. In the Code field in each record, choose a Local Machine using 'Paste Special'. Set the Type to "POS Client".

    You can leave the Code field empty if you need the same settings and options to be used on several or all live tills and devices. The record in which the Code is empty will be used if there is no record with a specific Code.

    Apart from the Code and the Type, all the fields in a record in the Local Settings setting are the same as those in the Local Machine setting. Fill in the fields as though you were working in that setting on each till. Please refer here for descriptions of the fields on the 'Defaults' card, here for details about the 'POS' card and here for details about the 'POS Appearance' card.

  5. When you connect a live-sync till or device to the server for the first time, you will assign a Local Machine Code to that till or device as part of the process of establishing the connection. A local database will be created on the till or device and when connection is established, all necessary information will be sent from the server to the local database as part of the synchronisation process. Included will be the record in the Local Settings setting with the relevant Local Machine Code. The information in this record will be sent to the Local Machine setting in the local database on the till or device.

  6. When you connect a live till or device to the server for the first time, you will need to assign a Local Machine Code to that till or device yourself. Open the Local Machine setting in the User Settings module and specify the Local Machine Code using 'Paste Special'. The fields in the Local Machine setting will be filled in with information taken from the relevant record in the Local Settings setting. The relevant record is the one with the same Code or, if there is no such record, the one in which the Code is empty.

  7. If you change a record for a live-sync till or device in the Local Settings setting, that change will be sent to the local database on the relevant till or device the next time it synchronises with the server.
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Login Options

This page describes the Login Options setting in the User Settings module. This description focuses on its use in the Restaurant module: please refer here if you need a description focusing on its use in the Point of Sales module.

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The Login Options setting in the User Settings module allows you to specify how users will log in to your Standard ERP system. As with most settings and registers in the User Settings module, you will need to configure this setting separately on each client machine.

Note that the Login Options setting is not synchronised. So, it will not be sent to any tills with live-sync connections that you may have in your network. You will therefore need to fill in this setting separately on each live-sync client.

To open the Login Options setting, ensure you are in the User Settings module and double-click (Windows/macOS) or tap (iOS/Android) 'Login Options' in the 'Settings' list. The following window will appear:

Last User, Last Email, Last Company
These fields display the Signature and Standard ID of the last user to log in to your Standard ERP system on the client machine, and the last Company they used.

Display Login Buttons
Select this option if you would like the 'Login' window on the client machine to contain buttons representing the users who will log in to your Standard ERP database using the particular client machine. This option will be most useful in a Restaurant or Point of Sales environment, where client machines (i.e. tills, cash machines and other devices) may not have full keyboards. Instead of typing their Signature or Standard ID, users will be able to click or touch the appropriate button to log in.

Use the Login Shortcuts register to specify the users who will be given buttons in the 'Login' window. The colours of the buttons will also taken from the Login Shortcuts register. If you do not create a button for a specific user, that user will still be able to log in using the keyboard as normal.

Display Login Key Pad
Select this option if you would like the 'Login' window on the client machine to contain a numeric keypad that users will be able to use to enter their passwords. Its use assumes that passwords will only contain numeric characters. Again, this option will be most useful in a Restaurant or Point of Sales environment, where client machines (i.e. tills, cash machines and other devices) may not have full keyboards.

Connect to Last Known Company
These options control whether the 'Select Company' window will appear each time a user logs in using the client machine.
Automatically
If you select this option, the 'Select Company' window will not appear on logging in. Instead, users will be connected automatically to the last Company used and will be taken straight to the 'Login' window. If a user wants to work in a different Company, they can press the [Cancel] button in the 'Login' window: the 'Select Company' window will then appear. The last Company used will be shown in the Last Company field above.

No
The 'Select Company' window will appear every time on logging in.
When the setting is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save and close the window.

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Login Shortcuts

This page describes the Login Shortcuts register in the User Settings module. This description focuses on its use in the Restaurant module: please refer here if you need a description focusing on its use in the Point of Sales module.

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The Login Shortcuts register allows you to specify the window that will be opened when a user logs in to your Standard ERP system. In some environments (e.g. Restaurant, POS, Production), users usually won't need access the majority of your Standard ERP database, but instead should be taken immediately to the window that they need when they log in.

You can configure the Login Shortcuts register in two ways:

  1. On client machines, tills and devices that have live connections to the server, you must configure this register separately on each client machine. This method is described immediately below.

  2. For tills and devices that have live-sync connections to the server, you should create a separate record for each till in the Local Shortcuts setting in the Technics module. When the till or device logs in for the first time, the relevant record from the Local Shortcuts setting will be sent to the till or device automatically, updating the Local Shortcuts register on that till. If you change the record in the Local Shortcuts setting on the main server, the change will be sent to the till or device as soon as possible. On updating a till or device to a new version of Standard ERP and starting the new version without a database for the first time, the relevant record will again be sent to the till or device automatically.
To edit the Login Shortcuts register, ensure you are in the User Settings module and open the list of registers from the Navigation Centre. Then double-click (Windows/macOS) or tap (iOS/Android) 'Login Shortcuts' in the resulting list. The 'Login Shortcuts: Inspect' window opens:

Add a separate line for each user that will use the client machine, till or device, as follows:
User
Paste Special    Person register, System module and Global User register, Technics module
Enter the Signature of each Person that will use the client machine. till or device.

If you are using the Display Login Buttons option in the Login Options setting, the users listed here will be given individual buttons in the 'Login' window, allowing them to log in by touch.

Colour
Paste Special    Choices of possible entries
If you are using the Display Login Buttons option in the Login Options setting, specify here the colour of each button in the 'Login' window.

On Login
Paste Special    Choices of possible entries
Specify here the window that is to appear when each Person logs in using the client machine. The available options are as follows:
Master Control
The Navigation Centre will be opened.

Activity
A new Activity will be opened.

Contacts
The 'Contacts: Browse' window will be opened.

Bar Tab
The most recent unfinished Bar Tab in which the user logging in is the Waiter will be opened when that user logs in. If there is no unfinished Bar Tab, a new Bar Tab will be opened instead.

Business Communicator
The 'Communication Centre' window will be opened.

POS Invoices Touch Screen
A new POS Invoice will be opened.

Production Time Entry
The 'Production Time Entry' window will be opened.

Resource Month Overview
The 'Overview Rooms' window (the second Resource Planner window, listing Rooms) will be opened, providing the user logging in has access to the Hotel or Resource Planner modules.

Restaurant Table Layout
The Table View (floor plan) specified on the 'POS' card in the Local Machine setting will be opened.

Task Manager
The Task Manager will be opened.

Workflow Overview
The Workflow Overview will be opened. This may be useful if you are using the Workflow Overview to monitor Kitchen Orders.

Resource Type Month Overview
The 'Month Overview of Room Types' window the first Resource Planner window listing Room Types will be opened, providing the user logging in has access to the Hotel or Resource Planner modules.

Any Persons not listed will see the Navigation Centre when they log in on the client machine or till.

When the register is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save and close the window.

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Loyalty Card Membership Level Structure

If you will use Loyalty Cards in your restaurant environment, you can offer discounts and/or special pricing depending on the Membership Level of a Loyalty Card. To connect discounts and pricing to Loyalty Card Membership Levels, use the Loyalty Card Membership Level Structure setting in the Restaurant and Point of Sales modules. Please refer here for details.

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Loyalty Card Membership Levels

If you will use Loyalty Cards in your restaurant environment, you can use the Loyalty Card Membership Levels setting to record the various Membership Levels in your Loyalty Card structure. This setting is in the Restaurant and Point of Sales modules. Please refer here for details.

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Loyalty Points Redemption, Loyalty Points Redemption per Location

If you will use Loyalty Cards in your restaurant environment, you should use the Loyalty Points Redemption setting to specify how the monetary value of points will be calculated when Customers use them to pay Bar Tabs and POS Invoices. If you need a different calculation to be used in a particular Location (e.g. in a particular shop), use the Loyalty Points Redemption per Location setting These settings are both in the Restaurant and Point of Sales modules. Please refer here for details.

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Meal Courses

This page describes the Meal Courses setting in the Restaurant module.

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Meal Courses allow you to divide meals into parts. This can help with prioritisation in the kitchen.

To use Meal Courses, follow these steps:

  1. List the Meal Courses in the Meal Courses setting in the Restaurant module:

    It is recommended that you use Codes in sequence order as shown in the illustration.

  2. Select the Select Meal Course option in the Restaurant Settings setting. If you have more than one Branch, you can select this option separately for each Branch in the Restaurant Setup setting:

  3. If you are using Meal Courses, you will need to assign each new Bar Tab to a Table before adding any Items. As an option, you may choose to use the Force Sequence option, also in the Restaurant Settings setting. This will cause waiters and members of bar staff to be asked automatically to choose a Table each time they create or open a Bar Tab.

    While in the Restaurant Settings setting, it is recommended that you select "New Line" as the Adding Item to Tab option. If you allow quantities greater than one in a single row in a Bar Tab (i.e. if more than one guest at the same Table orders a particular dish), you will not be able to assign Seat Nos. to each Bar Tab row accurately.

  4. In operation, the Select Meal Course option will mean that whenever you add an Item to a Bar Tab, you will be asked to choose a Meal Course and to specify the Seat No. occupied by the guest ordering the dish:

    The 'Select Meal Course' window will contain separate buttons for each Meal Course from step 1, in order by Code from top left. Specify the Meal Course by pressing the relevant button (you can also use 'Paste Special' as an alternative).

    When you press [Proceed] the Item will be added to the Bar Tab together with the Meal Course and Seat No. (although these will not be visible).

    If the 'Select Meal Course' window does not open when expected, the probable reason is that you have not specified a Table in the Bar Tab.

  5. If you need to change the Meal Course and/or Seat No. of an existing Item in a Bar Tab, you can do so using the "Amend Line" button:

  6. When you create a Kitchen Order from the Bar Tab, the Meal Course and Seat No. from each Bar Tab row will be copied to the relevant row in the Kitchen Order:

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Modifiers

This page describes the Modifiers setting. This setting is located in the Point of Sales and Restaurant modules, but this description focuses on its use in the Restaurant module. Please refer here if you need a description focusing on its use in the Point of Sales module.

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The Modifiers feature allows you to sell Items with connected accessories or additions. For example, in a restaurant, if a customer orders a meat dish, you can use Modifiers to offer a choice of vegetables and a choice of sauces.

To work with Modifiers, follow these steps:

  1. In the Item register, enter separate Item records for the Main Item and for each of the Modifiers. Continuing the example, you will need separate Items for the meat dish, for each of the vegetable options and for each of the sauce options. You can specify a Base Price for any extra-cost options, or leave the Base Price empty for any options that are included in the price of the main Item.

  2. The Modifiers setting is in the Restaurant and Point of Sales modules. Add a single record to this setting for each main Item:

    Code
    Enter the unique Code by which the Modifier is to be identified from elsewhere in Standard ERP. The Code can consist of up to twenty characters, and you can use both numbers and letters.

    Main Item
    Paste Special    Item register
    Use 'Paste Special' to choose the Main Item (the Item that is to be sold together with various options).

    Description
    The Item Description will be brought in from the Item register when you choose a Main Item in the field above.

    Use the matrix to list the options that can be sold together with the Main Item. Each of the options should be a separate Item in the Item register.

    As shown in the illustration, you can create different groups of options. For example, when selling a meat dish, you might create a group of vegetable options and a group of sauce options. When a Customer purchases the meat dish, they will be able to choose one option from each group i.e. one vegetable option and one sauce option. The Customer will not be able to choose more than one option from each group. In this example, we have added a blank option (with no connected Item) to each group, to allow Customers not to choose any option (i.e. to buy the meat dish with no vegetables and/or no sauces).

    Group
    Use this field to group different options together. Assign the same arbitrary numeric code to the options that should be grouped together.

    To continue the example, the vegetable options should all have the same arbitrary numeric code, and the sauce options should have a different code.

    Item
    Paste Special    Item register
    Enter the Item Number of the optional Item.

    Description
    The Item Description will be brought in from the Item register when you specify an Item in the field to the left.

    When a waiter or member of bar staff opens the 'Modifiers' window to select the options required by the Customer, this Description will be shown added to the phrase "Select Modifier for Item ".

  3. Place a "Modifier" button in the Bar Tab or POS Invoice window (using the POS Buttons setting). In the Code column, enter the Code of the Modifier from step 2, and enter a suitable Label:

    In the case of the Bar Tab window, do not add an "Item" button for the Main Item.

  4. When a Customer purchases the Main Item, the waiter or member of bar staff should not explicitly add that Item to the Bar Tab or POS Invoice. Instead, they should click or touch the "Modifier" button. The window illustrated below will open:

    In this window, there will be a separate row for each group of options, and each option will have its own button. The waiter or member of bar staff should click or touch one button in each row to select it. In this example, the waiter or member of bar staff has selected Green Salad, Red Wine Gravy and Roast Potatoes::

    The waiter or member of bar staff should then press the [Paste] button to add both the Main Item and the selected options to the Bar Tab or POS Invoice:

You will sometimes not need to specify a Main Item in a Modifier record. For example, if an Item can be purchased in various sizes and the Customer must choose one, you can leave the Main Item field empty and list the sizes in the matrix. Each size should be a separate Item in the Item register:

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New Table View

This page describes the New Table View setting in the Restaurant module.

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The New Table View setting opens a Table View (i.e. a floor plan) of the restaurant.

The Table View that will be opened is the Table View specified on the 'POS' card in the Local Machine setting. Otherwise, a Table View that includes every Table will be shown. If you have more than one Table View (i.e. there is more than one floor, room or other division in the restaurant), specifying a Table View in the Local Machine setting on each device can be useful if devices can only be used on a particular floor or room.

The most usual reason to open the Table View is to obtain a graphical representation of occupied and unoccupied Tables in the restaurant, and to assign Bar Tabs to unoccupied Tables.

You can have the Table View open automatically when waiters and members of bar staff log in to Standard ERP. This is controlled using the Login Shortcuts register in the User Settings module.

Please refer to the description of the Table Views setting here for full details.

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Number Series - Bar Tabs

This page describes the Number Series - Bar Tabs setting in the Restaurant module.

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Whenever you enter a new Bar Tab, it will be given a unique identifying number based on a sequential number series.

You can have more than one sequential number series running at the same time, or at different times. For example, you may want to use different sequences to represent different departments, or you may want to use different sequences to represent different fiscal or calendar years.

The Number Series - Bar Tabs setting allows you to take advantage of this feature. Here you can define the number sequences that you would like to use with Bar Tabs.

To open the Number Series - Bar Tabs setting, ensure you are in the Restaurant module and double-click (Windows/macOS) or tap (iOS/Android) 'Number Series - Bar Tabs' in the 'Settings' list. The following window will appear:

Enter each new Number Series on the first blank line. The N/L field common to all Number Series settings is not used with Bar Tabs.

When the setting is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) in the Button Bar to save the changes. To close the window without saving changes, click the close box (Windows/macOS) or tap < (iOS/Android).

When you enter a Bar Tab, the next number in the first valid Number Series entered to this setting will be used as a default. There will be no opportunity to change the default number in these records, so a typical use for this setting will be to create separate number sequences for each year.

If you leave the Number Series - Bar Tabs setting empty, Bar Tab Numbers will all be taken from the same sequence, starting at 1 and continuing consecutively.

If you have any tills or devices that use live-sync connections to the server, you must not leave the Number Series - Bar Tabs setting empty. You must also use the Synchronised Number Series setting to define separate number sequences for each live-sync device, before connecting any of those devices to the server. Please refer here for details. Also, do not specify number sequences for Bar Tabs in the Person records (on the 'Number Series' card) of any users who will enter Bar Tabs on devices with live-sync connections to the server.

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Number Series - Gift Vouchers

The Number Series - Gift Vouchers setting is situated in the Restaurant and Point of Sales modules and in the Sales Ledger. Please refer here for a description.

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Number Series - Gift Vouchers Received

The Number Series - Gift Vouchers Received setting is situated in the Restaurant and Point of Sales modules and in the Sales Ledger. Please refer here for a description.

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Number Series - Kitchen Orders

This page describes the Number Series - Kitchen Orders setting in the Restaurant module.

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Whenever you enter a new Kitchen Order, it will be given a unique identifying number based on a sequential number series.

You can have more than one sequential number series running at the same time, or at different times. For example, you may want to use different sequences to represent different departments, or you may want to use different sequences to represent different fiscal or calendar years.

The Number Series - Kitchen Orders setting allows you to take advantage of this feature. Here you can define the number sequences that you would like to use with Kitchen Orders.

To open the Number Series - Kitchen Orders setting, ensure you are in the Restaurant module and double-click (Windows/macOS) or tap (iOS/Android) 'Number Series - Kitchen Orders' in the 'Settings' list. The following window will appear:

Enter each new Number Series on the first blank line. The Comment will be shown in the 'Paste Special' list, so enter some text that will help you choose a number from the correct sequence. The N/L field common to all Number Series settings is not used with Kitchen Orders.

When the setting is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) in the Button Bar to save the changes. To close the window without saving changes, click the close box (Windows/macOS) or tap < (iOS/Android).

When you enter a Kitchen Order, the next number in the first valid Number Series entered to this setting will be used as a default. You are free to change to the first unused number in any other valid Number Series using 'Paste Special'. However, you will usually create Kitchen Order records using the "Kitchen Order" and "Print Tab to Kitchen" POS Buttons in the Bar Tab window. There will be no opportunity to change the number in these records, so a typical use for this setting will be to create separate number sequences for each year.

If you leave the Number Series - Cash Events setting empty, Cash Event Numbers will all be taken from the same sequence, starting at 1 and continuing consecutively. If you want to start from another number, simply specify it in a new Kitchen Order record before saving.

If you have any tills or devices that use live-sync connections to the server, you must not leave the Number Series - Kitchen Orders setting empty. You must also use the Synchronised Number Series setting to define separate number sequences for each live-sync device, before connecting any of those devices to the server. Please refer here for details.

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Number Series - POS Balances

The Number Series - POS Balances setting is situated in the Restaurant and Point of Sales modules. Please refer here for a description.

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Nutrition Facts, Nutrition Facts Setup

This page describes the Nutrition Facts and Nutrition Facts Setup settings in the Restaurant module.

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The Nutrition Facts and Nutrition Facts Setup settings allow you to record nutritional facts about food Items that you sell. Waiters and members of bar staff will be able to see these nutritional facts if you add a "Nutrition Facts" button to the Bar Tab window.

Follow these steps to configure the Nutrition Facts feature:

  1. An optional step is to add records for each Item Group to the Nutrition Facts Setup setting. In each record, list the nutrients that are appropriate for the Item Group together with Units and any relevant comments:

    Code
    Enter a unique code for each record.

    Item Group
    Paste Special    Item Group register, Sales Ledger
    Specify an Item Group here. You can only add one record to the Nutrition Facts Setup setting for a particular Item Group.

    When you add a record to the Nutrition Facts setting for an individual Item that belongs to the Item Group, the contents of the matrix below will be copied to the new Nutrition Facts record.

    You can also enter a record to the Nutrition Facts Setup setting in which the Item Group is *. The contents of the matrix in this record will be copied to all new records in the Nutrition Facts setting. This will be in addition to the contents of the matrix in the record in the Nutrition Facts Setup setting for the relevant Item Group.

    Comment
    Enter any comment as necessary. This Comment will be shown in the 'Nutrition Facts Setup: Browse' window.

    Use the matrix to list the nutrient types that are relevant for the Item Group.

    Nutrient
    Enter the names of each nutrient type.

    Unit
    Paste Special    Units setting, Sales Ledger
    Enter the unit of measurement that you will use when stating how much of the nutrient type is contained in each Item.

  2. Add records for each Item to the Nutrition Facts setting.

    Item No.
    Paste Special    Item register
    Specify the Item whose nutritional facts you will list in the matrix.

    After specifying the Item, default values for the Nutrient and Unit fields in the matrix will be brought in from the Nutrition Facts Setup record for the Item Group to which the Item belongs and from the Nutrition Facts Setup record in which the Item Group is *. You can change any of these defaults and add or remove rows as necessary.

    Description
    This Description will be brought in from the relevant Item record when you specify an Item Number in the field above.

    Serving Size
    Enter the typical portion size that you will use for each serving of the Item.

    Servings per Container
    Enter the number of servings per container.

    Comment
    Enter any comment as necessary. This Comment will be shown in the 'Nutrition Facts: Browse' window.

    Use the matrix to list the nutrients in the Item together with quantities and any other relevant comments.

    Nutrient
    Enter the names of each nutrient type.

    Values
    Use the Values column to list the quantities of each nutrient that are present in the Item. You can enter values per portion, values for a fixed weight or volume, or both.

    Unit
    Paste Special    Units setting, Sales Ledger
    Enter the units of measurement used for the figures in the Values column.

  3. When a waiter or member of bar staff highlights an Item in a Bar Tab and then presses the "Nutrition Facts" button. a report will be printed to screen listing the contents of the Nutrition Facts record for that Item:

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Payment Currencies

This page describes the Payment Currencies setting in the Point of Sales module. This description focuses on its use in the Restaurant module: please refer here if you need a description focusing on its use in the Point of Sales module.

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If you will accept cash payments in various Currencies in your restaurants, you should use the Payment Currencies setting in the Point of Sales module to list the Currencies that you accept. There is no need to use this setting if you only accept cash payments in your home Currency.

To open the Payment Currencies setting, first ensure you are in the Point of Sales module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'Payment Currencies' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Payment Currencies' in the 'Settings' list. The window illustrated below will open.

In the Currencies field, list the Currencies that you will accept when receiving cash payments. Separate the Currencies using commas. You can select a Currency using 'Paste Special', then type the comma, then open 'Paste Special' again to choose the next Currency. There is no need to include your home Currency, but you can do so if you wish.

Similarly, list the Currencies that waiters and bar staff will be able to use when giving change in the Change in Currencies field. Again, separate the Currencies using commas, and again there is no need to include your home Currency.

The Change in Currencies field isn't used at the time of writing.

After entering your Payment Currencies, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save the changes. To close the window without saving changes, click the close box (Windows/macOS) or tap < (iOS/Android).

The Currencies that you list here will be used by the "Cash" button in Bar Tabs and POS Invoices. When you click or touch this button, a window will open in which you can receive payment and give change in the specified Currencies:

The Currencies will be listed in the order in which you have entered them in the Payment Currencies setting.

To be able to receive cash payments in Bar Tabs and Point of Sales Invoices, you must specify that your home Currency is Base Currency 1 (in the Base Currency setting in the System module). As already mentioned, there is no need to include your home Currency in the Payment Currencies setting as well. One reason to do so will be because you need your home Currency to be listed first in the 'Cash Payment' window as illustrated above. If you do not include your home Currency in the Payment Currencies setting, it will be listed last in the 'Cash Payment' window.

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POS Balances

This page describes the POS Balances setting. This setting is located in the Point of Sales and Restaurant modules, but this description focuses on its use in the Restaurant module. Please refer here if you need a description focusing on its use in the Point of Sales module.

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The POS Balances setting is the mechanism that causes the takings and Cash Events recorded for a Till Drawer to be posted to the Nominal Ledger.

A POS Balance record states and sets in stone the balance in a Till Drawer at a particular time (i.e. at the end of a work session). You cannot use a POS Balance record to change or otherwise control the balance of a Till Drawer. If you need to change the balance, use a Cash Event.

When you create a POS Balance record for a particular Till Drawer using any of the four methods described below, the balance for that Drawer (i.e. the value of the cash, cheques, credit card payments etc that it contains) will be calculated, based on the Drawer's previous balance and on all Bar Tabs, Sales Ledger and POS Invoices, Receipts and Cash Events recorded since then. When you mark that POS Balance record as OK and save, a Nominal Ledger Transaction will be created, recording those sales and cash movements in the Nominal Ledger (unless you have prevented the creation of Nominal Ledger Transactions in the Number Series - POS Balances setting).

When entering a POS Balance record, you can choose 'Cash Up Report' from the Operations menu if you need to see the sales transactions and Cash Events that contribute to the Drawer's balance. Selecting this function will cause a Cash Up report containing this information to be printed to screen. The period of the report will run from the previous POS Balance record for the Drawer to the time of the one you are entering. If you adjust the balance by entering new Cash Events, remember to update the time of the POS Balance record you are entering, so that it will take the new Cash Events into account.

After you mark a POS Balance record as OK and save, you can still use the 'Cash Up Report' Operations menu function. As it will use the same report period as just mentioned, the report will now act as a permanent record of the sales transactions and Cash Events entered since the previous POS Balance record.

As already mentioned, the balance in a POS Balance record is calculated automatically from the Drawer's previous balance and all Bar Tabs, Sales Ledger and POS Invoices, Receipts and Cash Events recorded since then. This means that before you start using a Till Drawer, you must "prime" it by entering a POS Balance record for it, dated the day before you first use it and with a zero balance (the balance will be calculated to be zero automatically). If you do not "prime" a Till Drawer in this way, the balances shown in the Cash Up report for that Drawer may not be correct. Use methods (1) or (2) below to create these initial POS Balance records.

You can enter a POS Balance for a particular Till Drawer using the following methods:

  1. On a till that uses a live connection with the server, you can enter a POS Balance on the till itself, working directly in the POS Balances setting. You cannot enter POS Balances on tills with live-sync connections to the server.

  2. For all tills, you can record POS Balances separately for each Till Drawer remotely from a desktop client, again working directly in the POS Balances setting.

  3. You can create a POS Balance record from the Cash Up report. When you produce the report for a particular Till/Drawer combination, it will contain a closing balance figure for the Till Drawer. Click (Windows/macOS) or tap (iOS/Android) this figure to create a POS Balance record, containing the same closing balance figure.

  4. The final method that you can use to create POS Balances is to run the 'Cash Up' Maintenance function for a particular Till/Drawer combination. This function will first create a Cash Event that will move the full balance (including all Payment Modes i.e. payment methods) in the specified Drawer to the back office or bank (assuming you have not already created this Cash Event yourself). If you created a Cashier Count record prior to running the 'Cash Up' function and the value of that Cashier Count is different to the value that should be in the Drawer, the function will create a second Cash Event that writes off the difference (again, providing you have not already created this Cash Event yourself). The function will then close the work session and finally it will create a POS Balance record that will be marked as OK automatically. The Cash Events will mean that this POS Balance will record a zero balance in the Till Drawer.
In the first three cases, you can use the POS Balances setting in the Restaurant or Point of Sales modules to enter a new POS Balance record. If you are using work sessions, you must close the current work session for the Till Drawer before you can create a POS Balance record using these methods. The 'POS Balance: New' window will open:

Number
An identifying code for each POS Balance record will be generated automatically, and in most cases there will be no need to change it. The default will be chosen as follows:

  1. It will be taken from the first valid row in the Number Series - POS Balances setting.

  2. It will be the next number following on from the last POS Balance entered.

Drawer
Paste Special    Drawers setting, Point of Sales/Restaurant module
Enter here the Drawer for which you are entering a POS Balance. You must specify a Drawer before you can save the POS Balance record. The Drawer that was used together with the Local Machine Code of the till you are working on in the most recent POS Session appears here as a default.

You can choose a Drawer using 'Paste Special' or by clicking or touching the [Drawer] button on the right.

Machine
Paste Special    Local Machines setting, Point of Sales/Restaurant/Technics module

Enter here the Local Machine Code of the till for which you are entering a POS Balance.

The Local Machine Code of the till you are working on will appear here as a default.

If you are recording POS Balances separately for each live till remotely on a desktop client, be sure to enter the correct Local Machine Code for the till in question before saving.

Date
Paste Special    Choose date
The Date when the POS Balance was created: this will not be updated when you save the record. However, you can update it yourself, in which case the Balance (below) will be updated automatically.

If you are entering POS Balances yourself (i.e. you are not using the 'Cash Up' Maintenance function), you can only enter one POS Balance for each Local Machine/Drawer combination per day.

Time
Paste Special    Current time
The Time when the POS Balance was created: this will not be updated when you save the record. However, you can update it yourself, in which case the Balance (below) will be updated automatically.

If you are using work sessions and you are creating a POS Balance record yourself (i.e. you are not using the 'Cash Up' Maintenance function), you can only do so after closing a work session. So, the Time in the field must be later than the time when you closed the session for the Till/Drawer combination. The 'Cash Up' function will close the session automatically before creating a POS Balance record.

Balance
When you specify a Machine and Drawer in the fields above, the balance for that Till/Drawer combination (i.e. the value of cash, cheques, credit card payments etc that it contains) will be calculated, based on the previous balance and all Bar Tabs, Sales Ledger and POS Invoices, Receipts and Cash Events recorded from then until the specified time. You cannot change this figure directly, but it will be updated if you change the Machine, Drawer or Time.

If you are not using work sessions, you may find you can speed up the calculation of this figure by selecting the Start from Previous POS Balance option in the POS Settings setting.

OK
To approve a POS Balance record, tick the OK box and save. Having done so, you will no longer be able to change the record.

When you approve a POS Balance record, a Nominal Ledger Transaction will be created, providing you haven't prevented the creation of Nominal Ledger Transactions in the Number Series - POS Balances setting. This Transaction will record in the Nominal Ledger the sales transactions and Cash Events that contribute to the Balance. Please refer to the 'Nominal Ledger Transactions from POS Balances' section immediately below for details about the Transaction.

POS Balances created by the 'Cash Up' Maintenance function will be marked as OK automatically. Therefore all such POS Balances will have connected Nominal Ledger Transactions.

If you need to open the Nominal Ledger Transaction that was created from a POS Balance record, choose 'Open NL Transaction' from the Operations menu.

Reporting Date
In a POS Balance record created by the 'Cash Up' Maintenance function, this field will contain the date when the work session was opened. In a POS Balance record that you create yourself, this field will remain empty.

If you are using the Use Reporting Date for NL and Reports option in the Restaurant Settings setting in the Restaurant module, this date will be used as the Transaction Date of the Nominal Ledger Transaction created from the POS Balance record. Otherwise (i.e. if you are not using this option or this field is empty), the Date (above) will be used as the Transaction Date of the Nominal Ledger Transaction. If a work session lasts more than one day, this option therefore controls whether the date of the Nominal Ledger Transaction will be determined by the beginning or the end of the work session.

Nominal Ledger Transactions from POS Balances

When you mark a POS Balance record as OK and save, a Nominal Ledger Transaction will be created. This Transaction will record in the Nominal Ledger all the sales transactions and Cash Events that contribute to the Balance (i.e. all the sales transactions and Cash Events for a particular Till Drawer for a particular day or work session).

Depending on the events being recorded, the Transaction may include some or all of the elements listed below. The Accounts will be chosen as follows:

Cash Event - Cash In

Debit
Account(s) from flip A of the Payment Mode(s) specified in the Cash Event.

Credit
  1. Credit Account from the Cash Event. If you did not specify one yourself, this will be the Back Office A/C from the POS Settings setting if there is one.

  2. Back Office Account(s) from flip E of the Payment Mode(s) specified in the Cash Event.

Cash Event - Cash Out

Debit
  1. Credit Account from the Cash Event. If you did not specify one yourself, this will be the Back Office A/C from the POS Settings setting if there is one.

  2. Back Office Account(s) from flip E of the Payment Mode(s) specified in the Cash Event.

Credit
Account(s) from flip A of the Payment Mode(s) specified in the Cash Event.

Cash Event - Cash Write-off

Debit
  1. Credit Account from the Cash Event. If you did not specify one yourself, this will be the Writeoff A/C from the POS Settings setting.

  2. Account(s) from flip A of the Payment Mode(s) specified in the Cash Event.

Credit
Account(s) from flip A of the Payment Mode(s) specified in the Cash Event.

Bar Tab and POS Invoice

Debit
Account(s) from flip A of the Payment Mode(s) connected in the POS Buttons setting to the button used by the waiter or member of bar staff to register the payment.

Tags/Objects will be taken from the Person record for the Salesman/waiter/member of bar staff, from the Contact record for the Branch, from the Contact record for the Customer and from the Tab Item Group record for the till (Local Machine).

Credit (Sales)
  1. If the Bar Tab has a Price List and there is a record in the Price register for the Item/Price List/Customer combination or in the Quantity Dependent Prices setting for the Item/Price List combination (depending on the Type of the Price List), the Sales Account will be taken from that Price or Quantity Dependent Price record.

  2. It will be taken from the Item record.

  3. It will be taken from the Item Group to which the Item belongs.

  4. The Sales Account in the Account Usage S/L setting will be used.

Tags/Objects will be taken from the Item or Item Group. In addition, the Tags/Objects assigned to the debit posting will also be assigned to this posting.

Credit (VAT)
The Output VAT Account will be taken from a VAT Code chosen as follows:

  1. The Sales VAT Code for the Customer will be used.

  2. It will be taken from the appropriate row for the Item or Item Group in the Price List used in the Bar Tab.

  3. It will be taken from the Item record.

  4. It will be taken from the Item Group to which the Item belongs.

  5. The VAT Code on the 'Sales' card of the Account Usage S/L setting will be used.

If you are using Tax Templates, the Tax Template in each Bar Tab and POS Invoice row will be chosen as described here.

Tags/Objects will be chosen in the same way as those assigned to the posting to the Sales Account.

Credit (Tip)
Account from flip A of the Tip Payment Mode specified in the POS Settings setting (the value of the tip will be included in the debit posting described above).

Credit (Service Charge)
Sales Account in the Service Charge Item specified in the Account Usage Restaurant setting (the value of the service charge will be included in the debit posting described above).
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POS Button Groups

This page describes the POS Button Groups setting. This setting is located in the Point of Sales and Restaurant modules, but this description focuses on its use in the Restaurant module. Please refer here if you need a description focusing on its use in the Point of Sales module.

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When configuring the buttons that will appear in the Bar Tab and/or POS Invoice windows, you may need different sets of Buttons to be used, depending on how a particular till, cash machine or device will be used. For example in a restaurant you might need different sets of buttons to appear on the tills and devices in the food area compared to the tills and devices in the bar. You can implement this using POS Button Groups.

To work with POS Button Groups, follow these steps:

  1. Working in the POS Button Groups setting in the Restaurant or Point of Sales modules, create a separate record for each area where you need different buttons to be used. Continuing the example, you will need two records, one for the food area and one for the bar. Specify a Code and a Comment for each one:

  2. Create the POS Button records that you need, assigning each one to the relevant Button Group (i.e. assign each POS Button record to the food area or to the bar).

  3. The next step is to assign each till and device to a Button Group. Working separately on each till and device, specify a Button Group on the 'POS' card in the Local Machine setting in the User Settings module.

    If a till or device will have a live-sync connection with the server, specify the Button Group in the record for the till or device in the Local Settings setting in the Technics module before connecting the till or device to the server. The Button Group will then be sent to the till or device as part of the synchronisation process.

    You must ensure that for each Button Group you create a POS Button record in which the Page is "1" (described as a "Page 1" record in this documentation). The "Page 1" record will contain the buttons that will be displayed in new Bar Tabs or POS Invoices. Continuing the example, the "Page 1" record for the food area will contain the buttons that will be displayed in new Bar Tabs or POS Invoices created on tills in the food area, while the "Page 1" record for the bar will contain the buttons that will be displayed in new Bar Tabs or POS Invoices created in the bar. If you are using both Bar Tabs and POS Invoices with the same Button Groups, you will need four "Page 1" records, for Bar Tabs/food area, POS Invoices/food area, Bar Tabs/bar and POS Invoices/bar.

  4. When you create a new Bar Tab or POS Invoice, the buttons shown in the window will depend on the Button Group of the till or device you are using:

    Buttons designed for the food area will not be used on tills and devices in the bar and vice versa.
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POS Button Pictures

This page describes the POS Button Pictures setting. This setting is located in the Point of Sales and Restaurant modules, but this description focuses on its use in the Restaurant module. Please refer here if you need a description focusing on its use in the Point of Sales module.

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When you add a POS Button to the Bar Tab or POS Invoice window, you will usually assign a colour and a text label to the button, to indicate the purpose of the button to the user. Alternatively, you can assign an image or picture to the button. For example, you may want buttons that will be used to receive payment to contain currency symbols, or buttons that will be used to add Items to transactions to contain images of the Items.

To place images or pictures in buttons, follow these steps:

  1. Select the Enable Pictures on Buttons option on the 'POS Appearance' card in the Local Machine setting in the User Settings module. As the Local Machine setting is stored separately in each client database, you will need to select this option on each till or cash machine.

  2. Working in the POS Button Pictures setting in the Restaurant module, create a separate record for each image or picture. Specify a Code and a Comment for each one:

  3. After saving each POS Button Picture record, open the Document Manager and attach an image file. This should be a JPG or PNG file. BMP files are additionally supported only on Windows clients, but using BMP files is not recommended because their size can have a detrimental effect on the speed with which the button will be drawn.

    It is recommended that the size of each image file should be the same as the size of the buttons. The default button size is 93 x 50 pixels (excluding the border), but you can change this using the Button Height and Button Width fields on the 'POS Appearance' card in the Local Machine setting.

    Any pictures that you have attached to Item records will not be used for this purpose. So, if you need buttons to contain images of Items, you will need to create records in the POS Button Pictures setting for those images.

  4. When you create a record in the POS Buttons setting to place buttons in the Bar Tab or POS Invoice window, use 'Paste Special' from the Picture column to assign a POS Button Picture to each button:

    You must also specify a Label in each row in order to be able to save the record, although the Label and Colour won't be used if you have also specified a Picture.

  5. The images or pictures will appear in the buttons in the Bar Tab or POS Invoice window:

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POS Buttons

Please refer here for full details about this setting.

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POS Sessions

This page describes the POS Sessions setting. This setting is located in the Point of Sales and Restaurant modules, but this description focuses on its use in the Restaurant module. Please refer here if you need a description focusing on its use in the Point of Sales module.

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The first step in a typical working day will be to open a work session for each Till Drawer. Work sessions are stored in the POS Sessions setting, which you can find in the Restaurant and Point of Sales modules. Usually, a work session will be a working day, but it can be any period up to the next time you need to run your cash up routines. Using sessions will help organise and clarify the Cash Up report.

Before you use a Till Drawer for the first time, you must open a work session for it. This will connect and lock the Drawer to the till or device. The Drawer will then be assigned to each Bar Tab or POS Invoice entered on the till or device (i.e. each Bar Tab or POS Invoice will be recorded as having been entered on the till and the Drawer). If you do not lock a Drawer to a till or device, Bar Tabs and POS Invoices entered on that till or device may be assigned to the wrong Drawer or may not be assigned to a Drawer at all and so will not be included in the cash up routines.

After opening the first work session for each Till Drawer, proceed as follows:

Ideally you should decide whether or not you want to use sessions and then keep to that decision. You should not use sessions intermittently. If you will use the 'Cash Up' Maintenance routine, it will create POS Balance records that take the following Bar Tabs, POS Invoices and Cash Events into account:
By default, you can only open one work session at a time for a particular till or device. If a till or device has more than one Drawer, you may need more than one work session to be open at a time, one for each Drawer. In this situation, use the Allow Multiple Sessions per Machine option in the POS Settings setting. If you are using this option, it is recommended that you use work sessions (i.e. that you select the Require Open Session option). This will ensure that tills, Drawers and users are correctly connected in Bar Tabs and POS Invoices.

You can open or close work sessions for a particular Till Drawer using the following methods:

  1. On a till or device that uses a live connection with the server, waiters and bar staff can open and close work sessions on the till itself, working directly in the POS Sessions setting.

  2. For all tills and devices that use live connections with the server, administrators can open and close work sessions separately for each till or device remotely from a desktop client, again working directly in the POS Sessions setting.

  3. Waiters and bar staff can open and close work sessions directly from Bar Tabs and POS Invoices. To enable this feature, you must add "Open Session" and "Close Session" buttons to the Bar Tab and/or POS Invoice windows.

    Waiters and bar staff can use this method on both live and live-sync tills and devices. In the case of live-sync tills and devices, this will be the most commonly-used and most convenient method, because you must open and close work sessions on these tills and devices themselves. If you have used the Login Shortcuts register in the User Settings module to ensure a new Bar Tab or POS Invoice will be opened automatically on logging in, it will be easy to click or touch an "Open Session" button at the start of a day. Therefore, take care to ensure the Bar Tab and POS Invoice windows contain the relevant buttons.

    The first time you click or touch the "Open Session" button on a particular till or device, the 'POS Session: New' window illustrated below will open, asking you to specify a Drawer. On all subsequent occasions and providing you are not using the Allow Multiple Sessions per Machine option in the POS Settings setting, the "Open Session" and "Close Session" buttons will open and close sessions immediately and automatically, without the 'POS Session: New' window opening. If you are using the Allow Multiple Sessions per Machine option, the 'POS Session: New' window will always open because you will need to connect a Person or Persons to the Drawer.

  4. You can open or close work sessions from the Cash Up report. When you produce the report for a particular Till/Drawer combination, drill down from the [Open Session] or [Close Session] text links in the report to open or close the work session for the same Till/Drawer combination.

    If you are working remotely on a desktop client, you can use this method to open and close work sessions separately for each live till and device in turn. However, if you are working on a live-sync till or device, you must produce the report on the till or device itself. Ensure the Bar Tab or POS Invoice window contains a "Cash Up Report" button, and click or touch this button to produce the report. From there, you can change the session status of the Till Drawer.

  5. If a work session is open when you run the 'Cash Up' Maintenance function for a particular Till/Drawer combination, the function will close the session automatically.
In cases 1-4, the 'POS Session: New' window will open:

Number
An identifying code for each POS Session record will be generated automatically, and in most cases there will be no need to change it. The default will be chosen as follows:

  1. It will be taken from the first valid row in the Number Series - POS Sessions setting.

  2. It will be the next number following on from the last POS Session entered.

If you have tills and devices with live-sync connections to the server, you must define Number Series for POS Sessions for each live-sync till and device in the Synchronised Number Series setting before connecting those tills and devices to the server for the first time. You must also define separate Number Series for the live tills and devices in the Number Series - POS Sessions setting.

Drawer
Paste Special    Drawers setting, Point of Sales/Restaurant module
Enter here the Drawer whose work session is being started or ended. You must specify a Drawer before you can save the POS Session record. You can choose a Drawer using 'Paste Special' or by clicking or touching the [Drawer] button on the right.

When you use a Drawer in a POS Session record for the first time, the Drawer becomes linked to the Machine used in that record (specified below). The term "Till Drawer" is used in this documentation when referring to this Drawer/Local Machine combination.

If you create a POS Session record from the Cash Up report, the default here will be the Drawer for which you produced the report.

Machine
Paste Special    Local Machines setting, Point of Sales/Restaurant/Technics module
Enter here the Local Machine Code of the till or device whose work session is being started or ended.

The Local Machine Code of the till or device you are working on will usually appear here as a default. However, if you create a POS Session record from the Cash Up report, the default here will be the Machine for which you produced the report.

If you are opening or closing work sessions separately for each live till remotely from a desktop client, be sure to enter the correct Local Machine Code for the till or device in question before saving. If you work from Cash Up reports, this will be done for you. Note that the desktop client must have its own Local Machine Code specified in the Local Machine setting in the User Settings module, otherwise you will not be able to save any POS Session records.

Date
Paste Special    Choose date
The Date when the work session was opened or closed: this will be updated when you save the record.

Time
Paste Special    Current time
The Time when the work session was opened or closed: this will be updated when you save the record.

Event
Paste Special    Choices of possible entries
Specify here whether you are recording the opening or the closing of a particular Till Drawer. You will be prevented from using the same Event twice in succession: if a Till Drawer is already in open session, you will not be able to open it again.

Sign
The Signature of the user who created the POS Session: this will be updated when you save the record.

Users
Paste Special    Person register, System module and Global User register, Technics module
If you are using the Allow Multiple Sessions per Machine option in the POS Settings setting, you must specify at least one Person (i.e. at least one waiter or member of bar staff) here before you can save the POS Session. If you need to enter more than one Person, separate them with commas. You cannot use the same Person in more than one open session.

When a Person logs in and starts creating Bar Tabs, those Bar Tabs will be assigned to the correct Drawer automatically, provided that Person is mentioned in an open session record at the time.

Please refer to the description of the Allow Multiple Sessions per Machine option in the POS Settings setting here for details about this field.
When the record is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save. Once you have saved a POS Session record, you can't change it.

If you are working on a live-sync till or device and the first POS Session record is not synchronised (not sent to the server), the probable reason is that you have not defined Synchronised Number Series for the POS Sessions setting. Please refer here for details.

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POS Settings

This page describes the POS Settings setting. This setting is located in the Point of Sales and Restaurant modules, but this description focuses on its use in the Restaurant module. Please refer here if you need a description focusing on its use in the Point of Sales module.

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The POS Settings setting contains some miscellaneous options controlling the behaviour of various aspects of the Restaurant and Point of Sales modules. The setting is located in both modules.

The options that you choose here will be applied to every till, cash machine and device in your network. If necessary, you can override some of these options on a particular till or device, working in the Local Machine setting in the User Settings module on the till or device in question (or, if a till or device has a live-sync connection to the server, in the record for the till or device in the Local Settings setting in the Technics module).

To work with the POS Settings setting, ensure you are in the Restaurant or Point of Sales modules using the [Switch Module] button in the Navigation Centre. Then, if you are using Windows or macOS, click the [Settings] button, also in the Navigation Centre. When the 'Settings' list opens, double-click 'POS Settings'. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'POS Settings' in the 'Settings' list. The 'POS Settings: Inspect' window opens: configure it as appropriate and as described below the illustration. When the record is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save.

Default Customer
Paste Special    Customers in Contact register
The Default Customer is the Customer that will be used by default in every new Bar Tab and POS Invoice. This will often be a generic Customer such as "Cash Sale".

You can specify an overall Default Customer in this field. This Default Customer will be used on every till and device. If you want to choose a different Default Customer for a particular till or device, you can do so using the Default Customer field in the Local Machine setting on the till or device in question (or, if a till or device has a live-sync connection to the server, in the record for the till or device in the Local Settings setting in the Technics module).

In both cases, the specified Customer must exist as a separate record in the Contact register.

Every new Bar Tab and POS Invoice will be created in the name of the Default Customer. If you have added a "Customer Search" button to the Bar Tab and/or POS Invoice windows, you will be able to choose a different Customer if necessary. Specifying a Loyalty Card in a Bar Tab or POS Invoice will also change the Customer.

Back Office A/C
Paste Special    Account register, Nominal Ledger/System module
The Back Office Account is used when you move cash, cheques and credit card payments into and out of your Till Drawers. A movement into a Till Drawer (e.g. placing a cash float into a Till Drawer) will credit the Back Office Account, while a movement out of a Till Drawer (e.g. removing the day's takings from the Drawer to the back office or bank) will debit it.

You should record movements into and out of your Till Drawers using the Cash Events setting. A Cash Event will not update the Nominal Ledger immediately. This will be done the next time you create a POS Balance record and save it after marking it as OK. You can do this yourself or it will be done automatically the next time you run the 'Cash Up' Maintenance function.

The Back Office Account for a particular Cash Event will be chosen as follows:

  1. The Cred. A/C specified in the Cash Event itself will be used. If you did not specify a Cred A/C in a Cash Event, the Back Office A/C specified here will be copied to the Cash Event when you mark it as OK and save.

  2. If no Back Office A/C can be copied to the Cash Event (i.e. if you have not specified a Back Office A/C in this field), the Back Office A/C on flip E of the relevant Payment Mode will be used.

Usually, you will only specify a Back Office Account in this setting if you want to use the same Account for every Payment Mode. If you leave this field empty, you should specify Back Office Accounts for each Payment Mode (on flip E).

This field is the same as the Back Office A/C field in the Account Usage Restaurant setting, so you can edit it in either setting.

Writeoff A/C
Paste Special    Account register, Nominal Ledger/System module
As well as using Cash Events to record movements into and out of your Till Drawers, you can use them to write off cash that is missing from Till Drawers. This type of Cash Event is known as a "Writeoff" Cash Event.

"Writeoff" Cash Events will debit a Write-off Account that will be chosen as follows:

  1. The Cred. A/C specified in the Cash Event itself will be used. If you did not specify a Cred A/C in a Cash Event, the Writeoff A/C specified here will be copied to the Cash Event when you mark it as OK and save.

  2. If no Writeoff A/C can be copied to the Cash Event (i.e. if you have not specified a Writeoff A/C in this field), the amounts written off will not be recorded in the Nominal Ledger.

The Writeoff A/C will usually be a Balance Sheet Account (e.g. an Account for discrepancies to be investigated). After investigation, you can enter a Nominal Ledger Transaction to send the discrepancy from the Writeoff A/C to the correct Account.

This field is the same as the Writeoff A/C field in the Account Usage Restaurant setting, so you can edit it in either setting.

Tip Payment Mode
Paste Special    Payment Modes setting, Sales/Purchase Ledger
If a Bar Tab includes a Tip, the value of that Tip will be credited to the Account in the Payment Mode that you specify here. If you are using Tips, you should specify a Payment Mode here because otherwise the value of Tips will be credited to the Base Currency Round Off Account.

This field is the same as the Tip Payment Mode field in the Account Usage Restaurant setting, so you can edit it in either setting.

Allow Multiple Sessions per Machine
Select this option if your tills and devices each have more than one Drawer.

If a till or device has more than one Drawer, you may need more than one work session for that till or device to be open at a time, one for each Drawer. This will have the following consequences:

  • When opening and closing sessions, you will need to specify users as well as Drawers and Machines. This connects users and Drawers. For example, you might open a work session for Machine 1, Drawer 1, Users SJ,AM, and a second session for Machine 1, Drawer 2, Users NM.

  • Each Bar Tab will be assigned to the Drawer that is connected to the current user. In the example, if SJ logs in on the Machine and enters a Bar Tab, it will be assigned to Drawer 1 automatically (providing the session is open). If NM logs in and enters a Bar Tab, it will be assigned to Drawer 2 automatically (again, providing the session is open).

  • If a Person not connected to any Drawer logs in (in other words, a Person whose last session was closed or a Person that has not been mentioned in any sessions), that Person will not be able to save Bar Tabs, providing you are also using the Require Open Session option (below). If you are not using the Require Open Session option, Bar Tabs will be saved, but they will not be assigned to a Drawer. It is therefore highly recommended that you use the Require Open Session option if you are also using the Allow Multiple Sessions per Machine option.

  • You can only assign a particular Person to a single open session at any one time.

If you do not select this option, it will be assumed that each till and device has a single Drawer. When you enter a Bar Tab on a particular till, it will be assigned automatically to the Drawer for which you most recently opened a work session.

Cash Up from Operations Menu
Use these options to specify the defaults that you want to be used when you produce the Cash Up report from a Bar Tab or POS Invoice (using the "Cash Up Report" button) or from a POS Balance record (by choosing 'Cash Up Report' from the Operations menu). When you produce the report using one of these methods, it will be printed to screen immediately: no specification window will be opened.
Start from Previous POS Balance
This option controls the report period that will be used when you produce the Cash Up report from a Bar Tab or POS Invoice using the "Cash Up Report" button. If you are using this option, the report period will begin on the date of the most recent POS Balance record for the current Till Drawer that has been marked as OK and will end on the current date. If you are not using this option, the period will begin one day before the current day.
If you produce a Cash Up report from a POS Balance record, the report will always behave as if you are using this option.

Using this option can be useful if you do not create POS Balance records daily as it will show you how long it has been since you last ran the function. If you do run the function daily, the report will immediately show you if you have forgotten to create a POS Balance record for a particular Till Drawer on a particular day.

If you are not using work sessions, you may find that selecting this option will speed up the calculation of the Balance figure when entering POS Balance records, and will speed up the operation of the 'Cash Up' Maintenance function. Selecting this option will mean that the calculations will run from the date and time of the most recent previous POS Balance record for the Machine/Drawer combination that has been marked as OK. If you do not select this option, calculations will go back to the date and time of the original work session that connected the till to the Drawer.

Print Detailed N/L Transaction
Choose this option if you would like the report to be produced as if you are using the Print N/L Transaction option in the 'Specify Cash Up' window.

Restaurant Update Stock Interval, Run Update Stock Maintenance, OK Stock Depreciations
When a Bar Tab is marked as Finished and saved, stock levels of the sold Items sold will not be updated immediately. This will be done when you run the 'Update Stock' Maintenance function in the Restaurant module, which you should do periodically and regularly. This function will create Stock Depreciation records for the sold Items, and Goods Receipts for any that have been returned.

If you would like the 'Update Stock' function to be run automatically, select the Run Update Stock Maintenance option, and specify in the Update Stock Interval field how frequently you would like this to happen. Use the 24-hour clock in the Update Stock Interval field: for example, enter "02:00:00" if you would like the Maintenance function to be run every two hours. You must specify an interval, otherwise the function will not be run. If you need the Stock Depreciation created by the function to be marked as OK automatically, select the OK Stock Depreciations option.

Note that when the 'Update Stock' function is run automatically because you are using this option, it will only include the current day's Bar Tabs. If you need a previous day's Bar Tabs to be included, you should run the function yourself and specify a suitable period.

After changing this field and/or check box, you will need to restart the server for the changes to take effect.

POS Update Stock Interval, Run Update Stock Maintenance, OK Stock Depreciations
As described for Bar Tabs above, stock is also not updated automatically from POS Invoices. Instead, you will need to run the separate 'Update Stock' Maintenance function in the Point of Sales module. Use these options if you would like this function to be run automatically, again as described above.

Cash Up Interval, Run Cash Up Maintenance, Print Z Report
The 'Cash Up' Maintenance function will create a Cash Event that records the emptying of a specified Till Drawer (i.e. the removal of the cash, cheques, credit card payments, etc to the safe or bank), close the current work session for the Till Drawer (if you are using work sessions) and create and mark as OK a POS Balance. This POS Balance record will cause a Nominal Ledger Transaction to be created for the day's sales and Cash Events. You should run the 'Cash Up' function regularly (e.g. at the end of every day).

If you would like the 'Cash Up' function to be run automatically, select the Run Cash Up Maintenance option, and specify in the Cash Up Interval field how frequently you would like this to happen. Use the 24-hour clock in the Cash Up Interval field: for example, enter "02:00:00" if you would like the Maintenance function to be run every two hours. You must specify an interval, otherwise the function will not be run. If you need a Z report to be printed after the 'Cash Up' function has been run, select the Print Z Report option (selecting this option will also cause the similarly named option to be selected by default whenever you run the 'Cash Up' function yourself).

When choosing the interval, remember that the 'Cash Up' function will close work sessions for each till (if you are using work sessions). You may need to ensure that when the function is run automatically, it is at a time when closing sessions will not cause too much disruption. If you have live-sync tills that are likely to be operating for long periods while disconnected from the server, take care as well that the automatic running of the function does not close sessions for those tills before they have sent their Bar Tabs and POS Invoices to the server.

After changing this field and/or check box, you will need to restart the server for the changes to take effect.

Require Open Session
You can organise your Restaurant and POS work into work sessions. Usually, a work session will be a working day, but it can be any period up to the next time you need to run your cash up routines.

The first time you use a Till Drawer, you must open a work session. This will lock the Drawer to the till or device, so that the Drawer will be assigned to each Bar Tab and POS Invoice entered on the till or device. If you do not lock the Drawer to the till or device, Bar Tab and POS Invoices entered on the Machine may be assigned to the wrong Drawer or may not be assigned to a Drawer at all and so will not be included in the cash up routines.

After the initial opening and closing of a work session for each Till Drawer, it is not then necessary to continue opening and closing sessions on all tills. If you intend to use work sessions, you should select this option, in order to make sure that sessions are used on all tills and devices. You will then be prevented from saving Bar Tabs, Sales Ledger and POS Invoices and Cash Events if you have not opened a session. If you intend to use work sessions but do not select this option, you risk saving Bar Tabs, Invoices and Cash Events when tills and devices are not in open session, and these Bar Tabs, Invoices and Cash Events may excluded from the cashing up routines.

If you are using this option, the Transaction Date and Time in a Bar Tab will be updated each time you save it. A separate field, the Reporting Date, will record the date when the session was opened. If you are not using this option, the Transaction Date and Time and the Reporting Date will be set when the Bar Tab is first saved and will not be updated.

If you would like to override this option on a particular till, you can do so in the Tab Item Group register in the User Settings module.
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Receipt Printer Texts, Receipt Printer Texts per Machine

This page describes the Receipt Printer Texts and Receipt Printer Texts per Machine settings. These settings are located in the Point of Sales module, but this description focuses on their use in the Restaurant module. Please refer here if you need a description focusing on their use in the Point of Sales module.

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If you will use serial receipt printers to print receipts from Bar Tabs and Sales Ledger and POS Invoices, you can use the Receipt Printer Texts setting to enter standard texts that will be printed on each receipt.

The Receipt Printer Texts setting allows you to enter texts that will be printed from every till and device. If you need different texts to be printed from a particular till, create a record for that till in the Receipt Printer Texts per Machine setting. Both settings are located in the Point of Sales module. Please refer here for more details about receipt printers.

Header, Footer
Use these fields to compose the texts that will be printed on receipts when they are printed on receipt printers.

When composing the header text, bear in mind that receipts printed by Epson TM-U210 printers will include your company name, address, company and VAT registration numbers, telephone and fax numbers and web address, all taken from the Company Info setting.
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Restaurant Booking Types

This page describes the Restaurant Booking Types setting in the Restaurant module.

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When taking a Booking for the Restaurant, you can specify a Type as a means of categorising the Booking for reporting purposes (you can use the Restaurant Planning report to produce a list of Bookings with a particular Type). You can use the Restaurant Booking Types setting to construct a look-up table for this Type field.

To open the Restaurant Booking Types setting, first ensure you are in the Restaurant module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'Restaurant Booking Types' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Restaurant Booking Types' in the 'Settings' list. The 'Restaurant Booking Types: Browse' window will open, listing the Restaurant Booking Types that you have previously entered.

To enter a new Restaurant Booking Type, select 'New' from the Create menu (Windows/macOS) or the + menu (iOS/Android). The 'Restaurant Booking Type: New' window appears: enter a Code and Name as appropriate and click [Save] (Windows/macOS) or tap √ (iOS/Android) to save the new record.

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Restaurant Open Hours

This page describes the Restaurant Open Hours setting in the Restaurant module.

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The Restaurant Open Hours setting in the Restaurant module allows you to record some basic details about your Restaurant such as opening hours and number of covers.

While you can enter separate records in this setting for each till, cash machine and device, it is usually recommended that you enter a single record in which the Machine field is blank. This record will be used as a default for all tills, cash machines and devices. It will also be used by the "Bookings" button in the Bar Tab window, so if you are using this button a record in this setting in which the Machine field is blank becomes mandatory.

Machine
Paste Special    Local Machines setting, Point of Sales/Restaurant/Technics module
While it is possible to enter separate records to this setting for each till, cash machine and device, it is usually recommended that you enter a single record in which this field is empty, to be used on all devices and by the "Bookings" button in the Bar Tab window.

Description
Use this field to record a Description of the Restaurant Open Hours record. This Description will be shown in the 'Restaurant Open Hours: Browse' window. If you have left the Machine field above empty, it is usually recommended that you enter a Description so that the record will be visible in the browse window.

Average Time Per Person
Enter the average time that a Customer needs to eat a meal in your restaurant. This information will be used to the estimate times when Customers are expected to leave the restaurant when entering Bookings.

Number of Seats
Enter here the number of seats in the restaurant.

If you have selected the Give Warning if more than Seated option below, a warning will be shown whenever you save a Booking that will take the number of occupied seats in the restaurant at a particular time over the number that you specify here.

This number will be shown in the Restaurant Bookings and Restaurant Planning reports. The Restaurant Booking report will take the number from the Restaurant Open Hours record for a Machine that you can specify when producing the report, while the Restaurant Planning report will take the number from the record in which the Machine field is empty. You can also produce the Restaurant Booking report by pressing the "Bookings" button in the Bar Tab window, in which case again the number will be taken from the record in which the Machine field is empty.

Start, End
Paste Special     Current Time
Use these fields to specify the restaurant opening times for each day of the week.

An "Outside Open Hours" warning will be shown if you save a Booking for a time that is outside the times specified here (the Booking will be saved).

The Restaurant Bookings report will contain separate columns for each hour between the Start and End Times for the relevant day. You will be able to specify the Restaurant Open Hours record from which the Start and End Times will be taken when producing the report.

Happy Hour Start, End
Paste Special    Current Time
If there is a period in the day when you need "happy hour" pricing to be used in the restaurant, specify that period using these fields. "Happy hour" pricing will be used for all Items in all Bar Tabs entered during the relevant period. If Items are added after the "Happy Hour" to a Bar Tab containing "happy hour" pricing, the existing "happy hour" pricing will be lost.

"Happy hour" pricing is essentially a "two-for-one" offer on each individual Item, as follows:
Bar Tab QtyQty in price calculation
11
21
32
42
53
63
74
84
etc

For example, if a Customer purchases four units of the same Item, they will be charged for two units. If a Customer purchases one unit each of four different Items, they will be charged full price for all four.

A similar calculation will also be used when calculating Service Charges during the "happy hour" period: please refer to the description of the Service Charges setting here for details.

Give Warning if more than Seated
Select this option if you need a "Maximum Seatings Reached" warning to be shown whenever you save a Booking that will take the number of occupied seats in the restaurant at a particular time over the number that you have specified in the Number of Seats field above (the Booking will be saved).
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Restaurant Settings

This page describes the Restaurant Settings setting in the Restaurant module.

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The Restaurant Settings setting contains some miscellaneous options controlling the behaviour of various aspects of the Bar Tab window. If you have more than one Branch, you can set some of the options separately for each Branch using the Restaurant Setup setting.

To open the Restaurant Settings setting, first ensure you are in the Restaurant module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'Restaurant Settings' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Restaurant Settings' in the 'Settings' list. The 'Restaurant Settings: Inspect' window will open:

When the setting is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) in the Button Bar to save the changes. To close the window without saving changes, click the close box (Windows/macOS) or tap < (iOS/Android).
Use Reporting Date for NL and Reports
Use this option to specify what the date will be in a Nominal Ledger Transaction created by the 'Cash Up' Maintenance function when it closes a work session that lasted for more than one day. The 'Cash Up' function will create a POS Balance record in which the Reporting Date is the date when the work session was opened. If you are using this option, this Reporting Date will be used as the date in the Nominal Ledger Transaction. If you are not using this option, the current date (i.e. the date when the work session was closed) will be used as the date in the Nominal Ledger Transaction.

Force Sequence
Select this option if you need waiters and members of bar staff to be asked automatically to choose a waiter, table and number of covers whenever they create or open a Bar Tab.

Select Meal Course
Select this option if you would like waiters and members of bar staff to choose a Meal Course and seat number whenever they add an Item to a Bar Tab. Please refer to the description of the Meal Courses setting here for more details.

If you have more than one Branch, you can select this option separately for each Branch in the Restaurant Setup setting.

Default Dish Status
Paste Special    Dish Statuses setting, Restaurant module
If you are using the Workflow Overview to monitor Kitchen Orders, the process of producing dishes in the kitchen should be divided into steps or stages. These steps or stages are known as Dish Statuses. Specify here the Dish Status that is to be assigned to each row in each new Kitchen Order.

Please refer here for more details about using the Workflow Overview to monitor Kitchen Orders.

Finished Dish Status
Paste Special    Dish Statuses setting, Restaurant module
If you are using the Workflow Overview to monitor Kitchen Orders, specify here the Dish Status that is to be assigned to each row in a Kitchen Order to signify that it has been completed (i.e. that the dish has been prepared). When every row in a Kitchen Order has reached the Finished Dish Status, the Kitchen Order will be removed from the Workflow Overview.

Show in Table View
Select one of these options to specify the information about each Table that should be shown in the Table View:

Defaults
The following information will be shown for each Table:

  • Table Number (or Layout Name if you have specified one for a particular Table).

  • Time occupied (if the Table is occupied and assigned to the current user or not assigned to any user).

  • Responsible waiter's Signature (if the Table is occupied and assigned to a waiter who is not the current user).

Display Customer Category
In addition to the above information, the Customer Category of the Customer will be displayed if a Table is occupied. This can be useful if you need to see Tables occupied by particular types of Customer such as VIPs or corporate Customers.

Adding Item to Tab
A waiter or member of bar staff will usually add an Item to a Bar Tab by pressing an "Item" button. Select one of these options to specify how the button should behave if it is pressed more than once to add additional units of the same Item to the Bar Tab:

New Line
The second and subsequent units will be added to the Bar Tab in their own lines.

Add '1' to existing Line
The quantity in the existing line in the Bar Tab will be increased by 1 each time the waiter presses the "Item" button.

Specify Quantity to existing Line
Pressing an "Item" button for a second time will open an 'Add Quantity window:

Enter the additional quantity required (not the total quantity) and press [Proceed].

If you are printing Kitchen Orders and/or you are using Modifiers, you should select the "New Line" option. You should also use the "New Line" option if you have selected Select Meal Course above.

Proceed in Payment Window
If a waiter or member of bar staff uses the "Pay" button to register a payment for a Bar Tab, the Bar Tab will usually remain on screen after the waiter presses the [Proceed] button. If necessary, select one or more of these options to change this behaviour:

Print Receipt
Prints the Bar Tab using the Bar Tab form.

Create and print Kitchen Order
Prints the Bar Tab using the Kitchen Order form and creates a Kitchen Order. If a Bar Tab contains Items that are to be printed on different printers (e.g. food Items that are to be printed on the kitchen printer and drinks Items on the bar printer), documents will be printed on the various printers as appropriate. You can specify Printers in the POS Button rows that add "Item" and "Display Page" buttons to the Bar Tab window.

Save and close Bar Tab
Closes the Bar Tab and opens a new empty Bar Tab. The Bar Tab will not be marked as finished.
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Restaurant Setup

This page describes the Restaurant Setup setting in the Restaurant module.

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The Restaurant Setup setting contains some miscellaneous options controlling the behaviour of various aspects of the Bar Tab window. This setting allows you to configure these options separately for each Branch. Some of the options in this setting will override the global configuration set in the Restaurant Settings setting, but others are unique to the Restaurant Setup setting. In particular, you must create a record in this setting if you will be monitoring Kitchen Orders through the Calendar, even if you only have one Branch. If so, be sure to configure all the options appropriately, even those that are also in the Restaurant Settings setting.

Branch
Paste Special    All records in Contact register
Specify the Branch that is the subject of the record.

If you only have one Branch, you can leave this field empty. If so, you should also leave the Branch field in the Local Machine setting empty on each till and device that will create Kitchen Orders. However, this is not always the best course of action as there are other Restaurant features that require a Branch to be specified in the Local Machine setting. Instead, you may choose to specify a Branch both here and in the Local Machine setting.

Name
The Branch Name will be placed here when you choose a Branch in the field above.

Kit. Coordinator, Kit. Supervisor
Paste Special    Persons and Global Users
If you have specified in the Activity Types, Subsystems setting that Activities will be created from Kitchen Orders (i.e. you will be monitoring Kitchen Orders through the Calendar), use these fields to specify the Persons to whom these Activities will be assigned. The Kitchen Coordinator will be the Person in these Activities, while the Kitchen Supervisor will be the Cc and Supervisor.

Kit. Order Max. Time
Paste Special    Current time
If you have specified in the Activity Types, Subsystems setting that Activities will be created from Kitchen Orders, Alarms will also be scheduled for a specific future time (specified in the Activity Type). If the Kitchen Supervisor marks the Activity as Done within a specified timeframe, the Alarm will be removed from the schedule. Specify here using the HH:MM:SS format what that timeframe is. Usually you will enter the same timeframe here as you have specified for the Alarm in the Activity Type.

For example, you have specified in the Activity Type that Alarms will be scheduled for ten minutes later than the time when Kitchen Orders are created, and you have also specified ten minutes as the Kit. Order Max. Time. When you create a Kitchen Order from a Bar Tab, an Activity will also be created and an Alarm will be scheduled for ten minutes' time (from the Activity Type). If you mark the Activity as Done within ten minutes (the Kit. Order Max. Time) and save, the Alarm will be deleted (removed from the schedule). If you do not mark the Activity as Done within ten minutes, the Alarm will be sent to the Kitchen Supervisor.

Select Meal Course
Select this option if you would like waiters and members of bar staff to choose a Meal Course and seat number whenever they add an Item to a Bar Tab. Please refer to the description of the Meal Courses setting here for more details.

If you have created a record in the Restaurant Setup setting for a particular Branch, the selection or not of this option will override the global selection in the Restaurant Setting setting.
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Service Charges

This page describes the Service Charges setting in the Restaurant module.

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The Service Charges setting controls the calculation of Service Charges in Bar Tabs and specifies whether that calculation will be automatic. You should enter a separate record to this setting for each till, cash machine and hand-held device (i.e. for each Local Machine).

You can add a Service Charge to a Bar Tab in one of two ways:

  1. A Service Charge can be added to each Bar Tab automatically. It will be recalculated as Items are added to the Bar Tab and with every edit.

  2. If Service Charges are not added to Bar Tabs automatically, waiters and members of bar staff will be able to add a Service Charge to a Bar Tab if you have included an "Add Service Charge" button in the Bar Tab window.
If you are using Service Charges, you should specify a Service Charge Item in the Account Usage Restaurant setting. Service Charges will be credited to the Sales Account specified in this Item.

To work with the Service Charges setting, ensure you are in the Restaurant module using the [Switch Module] button in the Navigation Centre. Then, if you are using Windows or macOS, click the [Settings] button, also in the Navigation Centre. When the 'Settings' list opens, double-click 'Service Charges'. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Service Charges' in the 'Settings' list. When the 'Service Charges: Browse' window opens, select 'New' from the Create menu (Windows/macOS) or + menu (iOS/Android) to create a new record, or double-click an existing record to modify it. When the record is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save it, or click [Cancel] or tap < to discard all changes.

Machine Code
Paste Special    Local Machines setting, Point of Sales/Restaurant/Technics module
You should enter separate records to the Service Charges setting for each till or device. Enter the Local Machine Code of a till or device here.

Description
The Description of the Local Machine will be brought in to this field when you specify a Machine Code in the field above.

Minimum Covers
If the calculation of the Service Charge in a Bar Tab requires there to be a minimum number of covers at the relevant table, specify that minimum here.

This field will only be used if the Type (below) is Add Automatically. It will be ignored if the Type is No Action, so in that case there will be no minimum number.

Charge Percent
Enter the percentage that is to be used to calculate the Service Charge in this field.

For each Item in a Bar Tab, the Service Charge calculation will use the following formula:

(Qty * Unit Price) * (Charge Percent/100)

If you have specified in the Account Usage Restaurant setting that prices in Bar Tabs include VAT, the Unit Price in the formula will include VAT. Otherwise, the Unit Price in the formula will exclude VAT.

If you have entered a record for the till or device in the Restaurant Open Hours setting (or a record in that setting in which the Machine field is empty) and you have specified Happy Hour Start and End Times in that record, the Qty in the formula will be changed as follows in a Bar Tab that is entered within the Happy Hour:
Bar Tab QtyQty in Formula
11
21
32
42
53
63
74
84
etc

Type
Use these options to specify when Service Charges will be added to Bar Tabs when they are being edited on the till or device specified in the Machine Code field above:

No Action
Service Charges will not be added to Bar Tabs automatically. Waiters and members of bar staff will be able to add a Service Charge to a Bar Tab if you have included an "Add Service Charge" button in the Bar Tab window.

Add Automatically
Service Charges will be added to Bar Tabs automatically and will be recalculated after every edit.

If a Bar Tab is edited on different tills and devices (e.g. a waiter adds a food order to a Bar Tab on a hand-held device while a member of bar staff adds drinks to the same Bar Tab from a till), the adding or recalculating of the Service Charge and the Charge Percent will depend on the Service Charge record for the device being used at the time. It will not depend on the device on which the Bar Tab was originally created. So, the final Service Charge on a Bar Tab will be calculated for all Items using the Service Charge record for the device on which the last edit is carried out.
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Synchronised Number Series

This page describes the Synchronised Number Series setting in the Technics module. This description focuses on its use in the Restaurant module. Please refer here if you need a description focusing on its use in the Point of Sales module.

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Each time you create a Bar Tab on a desktop client or on a till or device with a live connection to the server, the Bar Tab Number of that Bar Tab will be determined by the Number Series - Bar Tabs setting, a setting that is stored in the main server database. This setting will send the first unused Bar Tab Number to the desktop client or live till or device, ensuring that a particular Bar Tab Number is only used once. This also ensures that all Bar Tabs will have Numbers from the same sequence, irrespective of the machine on which they were created.

This method of determining the Bar Tab Numbers of new Bar Tabs cannot be used for Bar Tabs created on tills or devices with live-sync connections to the server. At the moment when you create a Bar Tab on a live-sync device, that device might not be connected to the server and so will not be able to refer to the Number Series - Bar Tabs setting on the server for the next Bar Tab Number. An alternative method of ensuring the uniqueness of Bar Tab Numbers is therefore required, and is provided by the Synchronised Number Series setting.

When a live-sync device logs in to the server for the first time, a batch of unused Bar Tab Numbers will be sent to that device from the Synchronised Number Series setting on the server. This batch of Bar Tab Numbers will be stored in the Number Series - Bar Tabs setting on that till, and will be used when new Bar Tabs are created. When the batch of numbers has been used up, another batch will be sent to the device from the server.

In configuring the Synchronised Number Series setting, you should specify the first Bar Tab Number to be used, you should specify how large each batch should be, and you should specify when the next batch should be sent.

As an example, you might specify that the first Bar Tab Number to be used is 1000, the size of the batch is 50 and the next batch should be sent when there are 20 free numbers left. When the first live-sync device logs in, numbers 1000-1049 will be sent to its Number Series - Bar Tabs setting. The second live-sync device to log in will receive 1050-1099, the third one will receive 1100-1149 and so on. If the second device is the fastest at creating Bar Tabs, it will reach the point of requiring a new batch most quickly (when it reaches Bar Tab 1080) and it will then receive the next 50 available numbers, 1150-1199.

Once you have configured the Synchronised Number Series setting in this way and after the first live-sync device has logged in, you cannot change the start point of the number sequence. In this example, the sequence began with Bar Tab Number 1000 and continued from there. You will, for example, not be able to change to a sequence beginning with 10000 at the beginning of the next financial year. Instead, once it has started, the sequence will continue automatically ad infinitum from its original start point of 1000. This is to remove the possibility of using the same Bar Tab Number more than once. You can however change at any time the size of the batch and the point at which the next batch will be sent.

If you also have desktop clients or tills or devices with live connections to the server, you should take care when configuring the Synchronised Number Series setting. As mentioned in the previous paragraph, once the Synchronised Number Series has been initiated by the first live-sync device, you can't interrupt it or set a new start point. Therefore, it is recommended that you start the Synchronised Number Series from a relatively high number, and use lower numbers in the Number Series - Bar Tabs setting on the server. As a result, the desktop clients and live tills and devices will create Bar Tabs with relatively low Bar Tab Numbers, and the live-sync devices will create Bar Tabs with relatively high Bar Tab Numbers. If the live-sync devices will create Bar Tabs with lower numbers, there is a risk that they will eventually catch up with old Bar Tabs created by the live clients, resulting in duplicate Bar Tab Numbers.

This description has so far described using the Synchronised Number Series setting to generate Bar Tab Numbers for Bar Tabs. You should also use this setting to generate unique identifying numbers for Cash Events, Cashier Counts, Credit Card Slips, Deferred CC Transactions, Gift Receipts, Gift Vouchers Issued and Received, Kitchen Orders and POS Sessions (i.e. records that will be created on live-sync clients where there should be no possibility of the same identifying number being used more than once).

If you do not define a Synchronised Number Series for a particular register, tills and devices will usually not be able to send records in that register to the server. For example, if you do not define Synchronised Number Series for POS Sessions, the first device on which a session was opened will send POS Session record number 1 to the server. The second device will then try to send its own POS Session record number 1 to the server. This attempt will fail, because a POS Session record number 1 already exists. If you had defined Synchronised Number Series for POS Sessions, the POS Session record created on the second device would not have been given the number 1.

If you are using Synchronised Number Series for live-sync tills and devices, you must also use the standard Number Series settings for the live tills (Number Series - Bar Tabs, Number Series - POS Sessions, etc). For example, if you leave the Number Series - Bar Tabs setting empty, a Bar Tab that is entered on a live client will be assigned a Bar Tab Number that follows on from the last Bar Tab entered. In this context, the last Bar Tab entered is the one with the highest Bar Tab Number, which is likely to be one that was sent to the server from a live-sync device. If you enter a Bar Tab on a live device, it will therefore "steal" a Bar Tab Number from the sequence assigned to a live-sync device. The next Bar Tab created on that live-sync device will therefore have a duplicate Bar Tab Number, so it won't be possible to send that Bar Tab to the server.

Also, if you are using Synchronised Number Series for live-sync devices, you must not specify a number sequence for Bar Tabs on the 'Number Series' card of the Person record for any user who will enter Bar Tabs on live-sync devices. If you do, the user in question will not be able to save any Bar Tabs on live-sync devices because a Bar Tab will try to take its Number from the sequence specified in their Person record. This Bar Tab Number will probably not be inside the sequence in the Number Series - Bar Tabs setting on the device in question.

The Synchronised Number Series setting is in the Technics module. Working on a desktop client before any live-sync devices have logged into the server, change to this module using the [Switch Module] button in the Navigation Centre or the Ctrl-0 (zero)/⌘-0 keyboard shortcut. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre, and then double-click 'Synchronised Number Series' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Synchronised Number Series' in the 'Settings' list. When the 'Synchronised Number Series: Browse' window opens, select 'New' from the Create menu (Windows/macOS) or + menu (iOS/Android) to create a new record, or double-click an existing record to modify it. When the record is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save it, or click [Cancel] or tap < to discard all changes.

User
Paste Special    Person register, System module and Global User register, Technics module

Sales Group
Paste Special    Sales Groups setting, System module
Use these fields to assign different Number Series specifications to different users.

You cannot leave the User field empty. Instead, you should enter * to mean "all users". In many cases, it will be sufficient to enter a single record in this setting, with * as the User and a blank Sales Group. This will apply the same settings to all users and is the recommended configuration.

If you need different settings for some users, an example configuration might be to have three records in the Synchronised Number Series setting as follows:

UserSales Group
SJ(blank)
*1
*(blank)

On synchronisation, SJ's till will receive number series determined by the first record. Users belonging to Sales Group 1 will receive number series determined by the second record. All other users will receive number series determined by the third record.

If you have defined different number sequence start points in these records, they will be ignored once the first till has logged in. However, the batch sizes and minimum levels will be applied as specified, and you will be able to change these at any time.

To illustrate this, and continuing the example, the three records might contain the following specifications for Bar Tabs:

No. SrsQtyMin Level
10001000500
200020001000
300030001500

If the first user to log in belongs to Sales Group 1, their till will receive 2000-3999. SJ's till on logging in next will receive 4000-4999. This follows on from the previous till and therefore ignores the 1000 in SJ's Number Series field, but it obeys the 1000 in their Qty of Numbers field.
Use the matrix to define a Synchronised Number Series for each register, entering one row for each register. If you omit a register from the matrix, the relevant users will not be able to send records in that register to the server.
Register
Paste Special    Choices of possible entries
Choose a register using 'Paste Special'. You should enter rows for the following registers:
IVCashVc
POS Invoices

GiftReceiptVc
Gift Receipts

CouponVc
Credit Card Slips

POSEventVc
POS Sessions

CashVc
Cash Events

RestAccVc
Bar Tabs

KitchenOrderVc
Kitchen Orders

GCRVc
Gift Vouchers Received

Number Series
The start point of the number sequence. Changing this number in any Synchronised Number Series record after at least one live-sync device has logged in will have no effect.

Qty of Numbers
Specify here the size of the batch of numbers that is to be sent to the live-sync tills when needed.

It is recommended that you use fairly large batch sizes, for two reasons:

  1. The batch size should be large enough to cover periods when the server is not available. For example, if it is possible that the server might not be available for three days, the batch should be large enough to allow the tills to create records for at least three days.

  2. Small batch sizes will mean that it will be necessary for new batches to be sent to the tills very frequently. Filling the Number Series settings on those tills with many rows may eventually have a detrimental effect on performance.

Minimum Level
Specify here the point at which the next batch of numbers is to be sent to a live-sync till. For example, if the Qty of Numbers is 5000 and the Minimum Level is 2000, 5000 numbers will be sent to each till. When a particular till has used 3000 of those numbers and therefore has 2000 remaining, the next batch of 5000 will be sent.
You can monitor the batches of numbers that have been sent to each till. Working on a desktop client, use the Sync. Allocated Serial Numbers and Sync. Registered Database ID settings in the Technics module and/or the Numbers per Machine report in the System module.

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Tab Item Groups

This page describes the Tab Item Group register in the User Settings module. This description focuses on its use in the Restaurant module. Please refer here if you need a description focusing on its use in the Point of Sales module.

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The Tab Item Group register in the User Settings module contains various options that determine how each till or device will behave.

Unlike most settings and registers in the User Settings module, Tab Item Groups are stored in the database on the server. You should enter a separate record to this register for each till or device.

Note that the Tab Item Group register is not synchronised. So, it will not be sent to any tills or devices with live-sync connections that you may have in your network. You will therefore need to fill in this register separately on each live-sync client.

To edit the Tab Item Group register, ensure you are in the User Settings module and open the list of registers from the Navigation Centre. Then double-click (Windows/macOS) or tap (iOS/Android) 'Tab Item Groups' in the resulting list. The 'Tab Item Groups: Browse' window opens, listing the records that are already in the register:

Double-click or tap an item in the list to edit, or add a new record by selecting 'New' from the Create menu (Windows/macOS) or + menu (iOS/Android). When the record is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save it.

Machine
Paste Special    Local Machines setting, Point of Sales/Restaurant/Technics module
Enter the Local Machine Code of the till or device to which the Tab Item Group record is to apply. You can only enter one record for each till or device.

Comment
Enter a descriptive comment for the Tab Item Group record, to be shown in the 'Item Groups for Machines: Browse' window.

Tab Item Code
Paste Special    Item register
If you have added an "On Hotel Guest Account" button to the Bar Tab and/or POS Invoice windows or a "Show Hotel Guests" button to the Bar Tab window, waiters and bar staff will be able to charge a Bar Tab and/or a POS Invoice to a Hotel Reservation. The value of the Bar Tab or POS Invoice will be added to the room account, and from there to overall Invoice for the room.

By default, the "On Hotel Guest Account" and "Show Hotel Guests" buttons will copy the Items from a Bar Tab or POS Invoice to the Hotel Reservation, so that they are listed individually on the room account. However, if you specify an Item in this field on a particular till or cash machine, the "On Hotel Guest Account" and "Show Hotel Guests" buttons will add a single line to the room account with the Item Number and Name and the total value of the Bar Tab or POS Invoice.

Invoice Tag/Object
Paste Special    Tag/Object register, Nominal Ledger/System module
If you specify a Tag/Object here, it will be copied to all Bar Tabs, Sales Ledger and POS Invoices entered on the till or device. You can only specify one Tag/Object for each till.

When Nominal Ledger Transactions are generated from Sales Ledger Invoices, the Object specified here will be assigned to the credit postings to the Sales and VAT/tax Account(s), the debit posting to the Cost Account (if you are using cost accounting), and the debit posting to the Debtor Account (if you are using the Tags/Objects on Debtor Account option in the Account Usage S/L setting).

When Nominal Ledger Transactions are generated from Bar Tabs and POS Invoices (through POS Balances), the Tag/Object specified here will be assigned to the credit postings to the Sales and VAT/Tax Account(s) and the debit posting to the Cash or other Account (i.e. the Account from the Payment Mode).

Require Open Session
Default taken from    POS Settings
You can organise your Restaurant and POS work into work sessions. Usually, a work session will be a working day, but it can be any period up to the next time you need to run your cash up routines.

The first time you use a Till Drawer, you must open a work session. This will lock the Drawer to the till or device, so that the Drawer will be assigned to each Bar Tab and POS Invoice entered on the till or device. If you do not lock the Drawer to the till or device, Bar Tabs and POS Invoices entered on the Machine may be assigned to the wrong Drawer or may not be assigned to a Drawer at all and so will not be included in the cash up routines.

After the initial opening and closing of a work session for each Till Drawer, it is not then necessary to continue opening and closing sessions on all tills and devices. If you intend to use work sessions, you should select the Require Open Session option, in order to make sure that sessions are used on all tills and devices. You will then be prevented from saving Bar Tabs, Sales Ledger and POS Invoices and Cash Events if you have not opened a session. If you intend to use work sessions but do not select this option, you risk saving Bar Tabs, Invoices and Cash Events when tills and devices are not in open session, and these Bar Tabs, Invoices and Cash Events may excluded from the cashing up routines.

If you are using this option, the Transaction Date and Time in a Bar Tab will be updated each time you save it. A separate field, the Reporting Date, will record the date when the session was opened. If you are not using this option, the Transaction Date and Time and the Reporting Date will be set when the Bar Tab is first saved and will not be updated.

You can choose whether to use the Require Open Session option at a global level in the POS Settings setting. If you would like to override this option on a particular till or device, select this option in the Tab Item Group record for that till or device.
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Table Views

This page describes the Table Views setting in the Restaurant module.

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A Table View is a floor plan of the restaurant. If a restaurant has more than one room, floor or other division, it can have more than one Table View. A Table View will show each Table in the appropriate position in the room, with each Table using colour-coding to indicate whether it is occupied. Waiters and members of bar staff can use a Table View to assign Bar Tabs to Tables.

If you will use Table Views, follow these configuration steps:

  1. Enter separate records in the Table Views setting in the Restaurant module for each room, floor or other division in the restaurant:

    As well as a Code and a Description, you can specify the path to an image file. This could be the restaurant logo as a watermark, or it could be an outline of the room or floor. Supported formats for the image are BMP, GIF, JPG, PDF and PNG, and the image file should be stored in the same location on each till, cash machine and device.

  2. When entering records in the Tables setting, fill in the following fields to assign each Table to a Table View and to position the Tables in the Table View:

    Table View
    Paste Special    Table Views setting, Restaurant module
    Use this field to assign a Table to a Table View.

    X, Y
    Use these fields to locate the Table in the Table View.

    Width (px), Height (px)
    Use these fields to specify the size of the Table in the Table View.

  3. While placing Tables in the Table View as described in step 2, you can open the Table View to check that each Table is positioned and sized correctly. To do this, open the New Table Views setting in the Restaurant module:

    If you have specified a Table View on the 'POS' card in the Local Machine setting (step 5 below), the Tables in that Table View will be shown. Otherwise all Tables will be shown. For this design stage, you can change the Table View in the Local Machine setting as necessary if you are designing more than one Table View. You can also create new Tables from the Table View using the [New Table] button: the new Tables will be assigned to the Table View you are using (i.e. the one specified in the Local Machine setting) automatically.

  4. When adding a "Set Table" button to the Bar Tab window, you can specify a Table View in the Code field:

    When a waiter or member of bar staff presses the "Set Table" button, the Table View that you have specified in the Code field will be opened. The waiter or member of bar staff will then be able to select a Table by double-clicking or touching.

    If you do not specify a Table View in the Code field, the "Set Table" button will open the Table View that is specified in the Local Machine setting (step 5 below). If no Table View has been specified in the Local Machine setting, the button will open a different window in which a waiter or member of bar staff can enter a Table number using a keypad or 'Paste Special'.

  5. Working on each client (i.e. on each till, cash machine and device), specify a Table View on the 'POS' card in the Local Machine setting:

    If you have devices that will use live-sync connections to the server, specify the Table View in the records for these devices in the Local Settings setting in the Technics module.

    For example, if there are two floors in your restaurant, you can specify the Table View for the first floor in the Local Machine setting on each device that will be used on that floor, and the Table View for the second floor in the Local Machine setting on each device that will be used there. If devices will be used on both floors, you may prefer to provide "Set Table" buttons for each floor as described in step 4.

  6. If you need the Table View be opened automatically when a user logs in to your Standard ERP system, specify this using the Login Shortcuts register in the User Settings module. Again, you will need to do this separately on each client (i.e. on each till, cash machine and device). If you have devices that will use live-sync connections to the server, create separate records for each device in the Local Shortcuts setting in the Technics module.
Having configured Table Views, waiters and members of bar staff will be able to assign Bar Tabs to Tables. One way to do this is to work from the Table View. They will be able to look at the Table View, select an unoccupied Table and create a Bar Tab that is assigned to the selected Table. They will also be able to select an occupied Table and to open the existing Bar Tab from there.

The Table View will have been opened automatically when a waiter or member of bar staff logs in, if specified as described in step 6 above. Alternatively, the waiter can open the New Table Views setting in the Restaurant module. In both cases, a Table View will open as follows:

The New Table Views setting will therefore be most useful in restaurants with a single Table View and on devices that can only be used with a particular Table View (e.g. devices that will always be used in the same room or on the same floor).

The Tables in the Table View will be colour-coded as follows:
Grey
Assigned to the current user (the current user has been specified as the waiter for the Table) or not assigned to a waiter.

Unoccupied.

Click or touch this Table to create a new Bar Tab for the Table.

Green
Assigned to the current user or not assigned to a waiter.

Occupied (assigned to an open Bar Tab), with the occupation time shown underneath the Table number or Layout Name.

Click or touch this Table to open the existing Bar Tab.

Yellow
Assigned to a different user.

May or may not be occupied (if it is occupied, the responsible waiter's Signature will be shown underneath the Table number or Layout Name).

Clicking or touching a yellow Table will have no effect: only the responsible waiter can work with it.
By default, the Tables will be identified by Table number. If you need them to be identified by name instead, enter the names in the Layout Name field in each Table record. In the case of occupied Tables, if you need the Customer Categories of the occupying Customers to be displayed as well, select the Display Customer Category option in the Restaurant Settings setting. This can be useful if you need to see Tables occupied by particular types of Customer such as VIPs or corporate Customers.

Waiters and members of bar staff will also be able to create or open a Bar Tab and select a Table from the Bar Tab window if you have added a "Set Table" button to the Bar Tab window. As described in step 4 above, you can add separate "Set Table" buttons for each Table View, which will be useful for waiters who are not restricted to a particular room or floor. Alternatively or in addition, you can add a button without specifying a Table View, to open the Table View specified in the Local Machine setting.

The "Set Table" button will open a Table View as illustrated above and using the colour coding already described, with one addition. If the Bar Tab that the waiter is working from has already been assigned to a Table, that Table will be blue. The waiter should click or touch a grey Table to assign the Bar Tab to that Table.

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Tables

This page describes the Tables setting in the Restaurant module.

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Use the Tables setting to list the Tables in the Restaurant.

If your Restaurant has more than one room or floor, you can locate each Table in the relevant room or floor. Similarly, if your Restaurant has more than one Branch, you can locate each Table in the relevant Branch.

After listing the Tables in the Tables setting, you should specify how waiters and members of bar staff will assign Tables to Bar Tabs. You can use one or more of the following options:

Please refer to the description of the Table Views setting here for more details about these options.

To work with Tables, ensure you are in the Restaurant module and open the list of settings from the Navigation Centre. Then double-click (Windows/macOS) or tap (iOS/Android) 'Tables' in the resulting list. The 'Tables: Browse' window opens, listing the records that are already in the register. Double-click or tap an item in the list to edit, or add a new record by selecting 'New' from the Create menu (Windows/macOS) or + menu (iOS/Android). When the record is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save it.

Table
The unique identifying number for each Table can contain up to ten alphanumeric characters.

Layout Name
If you are using Table Views (floor plans of the restaurant), specify a name for the Table here, to be shown in the Table View. If you leave this field empty, the Table number will be shown in the Table View.

Waiter
Paste Special    Person register, System module and Global User register, Technics module
If you need to assign a Table to an individual waiter, enter the Signature of the waiter here.

If you are using Table Views, a waiter will only be able to assign a Bar Tab to one of their Tables or to a Table that has not been assigned to a waiter. These Tables will be coloured grey (unoccupied) or green (occupied) in the Table View. If the waiter opened the Table View from a Bar Tab, the Table occupied by that Bar Tab will be blue. Tables assigned to other waiters will be yellow.

Chairs
Specify here the maximum number of people that can sit at the Table.

Branch
Paste Special    All records in Contact register
Specify here the Branch where the Table is located. When a waiter or member of bar staff assigns a Bar Tab to a Table, they will only be able to choose a Table in the Branch where they are working (i.e. the Branch in the Local Machine setting).

If you only have one Branch, you can leave this field empty. If so, you should also leave the Branch field in the Local Machine setting empty on each till and device. However, this is not always the best course of action as there are other Restaurant features that require a Branch to be specified in the Local Machine setting. Instead, you may choose to specify a Branch both here and in the Local Machine setting.

Table View
Paste Special    Table Views setting, Restaurant module
A Table View is a floor plan of the restaurant. When assigning a Bar Tab to a Table, one option is to have the waiter or member of bar staff select the Table from a floor plan.

Table Views are also useful if the Restaurant has more than one room, floor or other division.

Specify here the floor plan in which the Table is to appear.

Please refer to the description of the Table Views setting here for more details.

Comment
Enter a description of the Table, to be shown in the 'Tables: Browse' window and the 'Paste Special' window.

X, Y
If you have specified a Table View in the field above, use these fields to locate the Table in the Table View (i.e. on the floor plan).

Width (px), Height (px)
If you have specified a Table View in the field above, use these fields to specify the size of the Table in the Table View.

Shape
If you have specified a Table View in the field above, use these options to specify whether the Table is to appear as rectangular or circular in the Table View.
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