Table Management User Guidex Guide
2013-09-24
: Xenios Table Management User Guide Table Management User Guide Tables Curriculum ation 2TouchPOS XeniosWeb
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2TouchPOS Operations Table User’s Guide 2013 Xenios LLC 82 Saint Paul Street Rochester, NY 14604 Phone 585.325.5242 • Fax 585.325.6989 Contents About this Document ...................................................................................................................... 3 Beginning of Shift ....................................................................................................................... 4 Employee Code........................................................................................................................ 4 Employee Badge ...................................................................................................................... 4 Start a New Table ........................................................................................................................ 6 Re-Opening a Table .................................................................................................................... 6 Putting Items on Hold from a Tab ............................................................................................... 7 Releasing Items from a Table...................................................................................................... 8 Deleting Sent menu Items ........................................................................................................... 9 Transfer Check to another Server.............................................................................................. 10 Transfer to Table ....................................................................................................................... 11 Transfer to Tab .......................................................................................................................... 12 Combine Checks ....................................................................................................................... 14 Split Checks............................................................................................................................... 15 Applying Tax Exempt ............................................................................................................... 19 Add Gratuity.............................................................................................................................. 20 Print Checks .............................................................................................................................. 20 Comp Check .............................................................................................................................. 21 Payment ..................................................................................................................................... 22 Splitting Check Payment ........................................................................................................... 23 Adding or Adjusting Tips.......................................................................................................... 24 Server Report............................................................................................................................. 25 Server End of Shift .................................................................................................................... 26 Xenios LLC @2013 Page 2 About this Document This document was written for 2TouchPOS version 3.03.4900. Xenios LLC @2013 Page 3 Beginning of Shift Employee Code Clock in & out and Log in 1. From the clock in/out screen, touch “Clock In” button. 2. Enter your employee code. Log In 1. Re-enter employee code. 2. Touch “Log In” button. Option 2 Employee Badge Clock in/out 1. From the clock in/out & login screen, touch “Clock in” button, then swipe the employee badge. 2TouchPOS will notify employee they have been clocked in or clocked out. Note: if an employee tries to log in, without being clocked in, 2TouchPOS will notify employee they are not clocked in and would they like to clock in? 2. Swipe your employee again, touch “Login” button. Xenios LLC @2013 Page 4 Log in 1. Swipe employee badge Option 3 Bio-Metric Reader 1. Place your index finger on bio-metric reader to clock in & out. Log in 1. Place your index finger on bio-metric reader to clock in & out. Xenios LLC @2013 Page 5 Start a New Table 1. From the table view management screen, select and highlight a “Table” button. 2. Touch “New Check” button, then enter number of guest and touch “Ok” button. 3. Enter Customer order by seat. To enter an order for another customer seating at the table, touch “Seat #”. In entering an order for seat 2, touch seat 2 and enter customers order. 4. Once customers order has been entered, touch “Send” button. Re-Opening a Table 1. From the table view management screen, touch a specific “Table” button. The customer check will appear on the right side of the screen. 2. Touch “Open Check” button, then enter number of guest and touch “Ok” button. Xenios LLC @2013 Page 6 3. Select Seat Number, enter menu items, and then touch “Send” button. Putting Items on Hold from a Tab 1. 2. 3. 4. From the table view management screen, highlight table, select “Open Check” button. Touch “Order Options” button located underneath ticket. Select the items that need to be held, then touch “Hold” button. Touch the “Back” and “Send” buttons. Note: To hold entire order, follow steps 1 & 2, underneath ticket, touch “Select All” button, then touch “Hold Items” button. Xenios LLC @2013 Page 7 Releasing Items from a Table 1. From the table view management screen, select and highlight a “Table”, touch “Open Check” buttons. 2. Touch “Order Options” button located underneath ticket. 3. Select the items that need to be released, then touch “Release Items” button. 4. Press the “Back” and “Send” buttons. Note: To release an entire order, follow steps 1 & 2, underneath ticket, touch “Select All” button, then touch “Release Items” button. Xenios LLC @2013 Page 8 Deleting Sent menu Items 1. From the table view management screen, Select and highlight a “Table” button, touch “Open Check” button. 2. Select menu item/s for deletion. (Manger’s approval maybe needed) 3. Touch “Delete” button, choose one of the following, transfer to “Comp Tab”, “Spill Tab” or “Return to Inventory” buttons. Xenios LLC @2013 Page 9 Transfer Check to another Server 1. From the table view management screen, select and highlight “Table” button, then touch “Transfer to Server” button. 2. Select clocked in employee, then touch “Select” button. Xenios LLC @2013 Page 10 Transfer to Table 1. From the table view management screen, select and highlight “Table” button, then touch “Transfer to Server” button. 2. Select “Table” button. (Note: when transferring a table to another table, you are transferring a check that results in the table to have two or more checks). Xenios LLC @2013 Page 11 Transfer to Tab 1. From the table view management screen, select and highlight a “Table” button, then touch “Option” and “Transfer to Tab” button. Xenios LLC @2013 Page 12 Xenios LLC @2013 Page 13 Combine Checks 1. From the table view management screen, select and highlight a “Table” button, then select and highlight checks to be combined. Touch “Combine Checks” button 2. Touch “Ok” button. \Us ers \DJ ohns on\Des ktop\reen Shots \2013-04 -01 1_31_22 -2To uchPO Xenios LLC @2013 Page 14 Split Checks By Seat(s): There are two different ways to split a check, by seat(s) or by menu items) 1. From the table view management screen, Select and highlight a “Table”, then touch “Split Checks” button. Option 1- By Seats 2. Touch “Split by Seat” button. (Checks are created for each individual seat. If you have four seats, then the original check will be split into four different checks, by seats.) Xenios LLC @2013 Page 15 Option 2 – By Menu Items 3. Select menu items, touch “Transfer All” and “Done” buttons. Xenios LLC @2013 Page 16 Option 3 – By Quantity of Menu Items 4. Select menu items, enter quantity amount (whole numbers), and then touch “Save” button. Touch “Done” button. Xenios LLC @2013 Page 17 Xenios LLC @2013 Page 18 Applying Tax Exempt 1. From the table view management screen, Select and highlight a “Table”, then touch “Options” button. 2. Touch “Tax Exempt” button. Select a Customer’s Account, then touch “Select” button. Xenios LLC @2013 Page 19 Add Gratuity 1. From the table view management screen, select and highlight a “Table”, then touch “Add Gratuity” button. Touch “Ok” button. Print Checks 1. From the table view management screen, select and highlight a “Table”, then touch “Print Check” button. Touch “Ok” button. Xenios LLC @2013 Page 20 Comp Check 1. From the table view management screen, select and highlight a “Table”, then touch “Options” button. Touch “Comp Check” button. Option 1 – Entire Check Comp 2. Select Reason for Comp. Touch “Select” button. Touch “Ok” button. Xenios LLC @2013 Page 21 Option 2 – Comping Individual Menu Items 3. From the table view management screen, select and highlight a “Table”, touch “Open Check” button. 4. Select menu items, touch “Delete” button. Select a Void Option. Payment 1. From the table view management screen, select and highlight a “Table”, touch “Payment” button. 2. Select method of payment. a. Cash Payment – Enter Cash Amount, touch “Ok’ button. b. Check Payment – Enter amount of check. c. Credit Card Payment – Swipe Customer’s Credit Card. d. Customer Account – Swipe Customer’s Customer Account Card or Select Customer Account. Xenios LLC @2013 Page 22 Splitting Check Payment 1. From the table view management screen, select and highlight a “Table”, touch “Payment” button. 2. A payment can be split by 1/2, 1/3, 1/4, or 1/N (any way a customer would like check payment split). Select Split mode, then select payment method (cash ect). Follow Step 2’s, a, b, c, or d payment methods. Xenios LLC @2013 Page 23 Adding or Adjusting Tips 1. From the table view management screen, touch “Adjust Tips” button located in the upper right corner. 2. Select the correct credit card transaction and enter the tip amount. Note: Repeat step 2 as needed for any/all credit card transactions that need to be adjusted. If left blank, that employee will lose their tip. 3. Touch “Save” button located in the lower right hand corner. a. If a button appears asking whether you want to post your tips, press the “No” button. If you press the “Yes” button, you will not be able to readjust tips that were on the screen. Xenios LLC @2013 Page 24 Server Report 1. From an empty speed screen, touch “Options” button. 2. Touch “Reports” button. Note: The Server Report can be found under to different sections, Favorites or Daily reports. 3. If Server Report is under favorites, touch “Server Report” button. 4. If Server Report is under Daily, Touch “Daily” button. Touch “Server Report” button. Note: If your 2TouchPOS has two cash drawers, the server needs to run their cash in drawer report from assigned cash drawer. 5. Touch “Run” button. Select server name, then touch “Ok” button. Xenios LLC @2013 Page 25 Server End of Shift 1. Make sure all Tables and checks have been closed: a. From table view management screen, select highlighted table, touch “Payments” button. Process customer’s payment. 2. Make sure all tips have been adjusted: (If left blank, that employee will lose their tip). a. From table view management screen, touch “Payments” , “Adjust Tips” buttons, then select appropriate ticket and enter tip amount, b. Touch “Save” and “Close” buttons. (Repeat this step of all tips that need to be adjusted). 3. Make sure all money and reports has been collected from employees: a. Run a Server Report. Hand in your cash due. i. Touch “Options” button, touch “Reports”, then touch either “Favorites” or “Daily” button ii. Touch “Server Report”, “Run” buttons, iii. Select employee, touch “Ok” button, then print, email and/or save report. Touch “Close” button. 4. Logout & Clock Out. 1. Touch “Save” button located in the lower right hand corner. a. If a button appears asking whether you want to post your tips, press the “No” button. If you press the “Yes” button, you will not be able to readjust tips that were on the screen. Xenios LLC @2013 Page 26
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