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DIAMONDTOUCH, INC.

1. To view Sections A through Z use the left and right arrow keys directly beneath the Description Text box in the upper right portion of the screen You can name each section by typing in the section name in the Description text box This name will appear at the top of the screen when the user views the Table Management Screen To view and select the various floor plans use the scrolling list box in the lower left portion of the screen Floor plans are graphic files saved in the windows metafile wmf format and are stored in the Diamond98 TbIMgmt sub directory You can create your own floor plans in any windows graphics program that can store files in the metafile format such as Visio You can also use the Blank file provided to place tables on a generic floor plan without the floor plan landmarks For larger operations you may wish to create an over view of the entire operation from which you can Zoom In to sub sections where the actual table icons will be presented to the user To allow section zoom from a master floor plan check the Allow Section Zoom check box A red cross hair will appear which divides the floor plan into 4 sections You can maneuver the cross hair center point by touching the left right and up down arrows in the Allow Section Zoom Set Up window Each of the 4 quadrants can be set up to open a sub section when the user touches that portion of the screen You determine which section will appear for each
2. Category Selection Item Selection Modifier Selection s To Order Drinks Soft Drinks Diet Coke Ice Water With Lemon To Order Meals Menu Subs Roast Beef Cheese Onion Menu Spaghetti Pasta Supreme Mushrooms Each italicized selection represents 1 touch of the Order Entry screen Thanks to the graphical visual cues provided on the control buttons the above order can normally be completed in just a few seconds To start the order the user touches the Soft Drinks category button The Category choices are replaced with the Menu Items listed under the Soft Drinks Category such as Diet Coke Sprite Ice Water etc To add a Menu Item to a ticket the user simply touches the control button DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 10 1 20 Order Entry cont B Menu Selection Control Window cont Depending on the menu the user may then be presented with a choice of modifiers or included items from which to select or the user may simply be presented with more Soft Drinks To continue with the above order the user returns to the top of the menu by pressing the Menu button and then presses the Subs category button Selecting Roast Beef causes an automatic modifier list to appear from which the user can select the Cheese and Onion choices The user presses Menu followed by the Spaghetti category button to access the Pasta Supremo After adding the Mushrooms from the automatic list the user
3. Note that recipe levels are set for a category but actual ingredient amounts are set by your inventory system Therefore as long as the levels are the same for small medium large pizzas your inventory system will be able to calculate ingredients accurately DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 111 3 15 Menu Set Up cont B Items Once you have set up your categories the actual menu items can be entered into the system To access the Item set up screen first select the category from the Category set up screen then touch the Go To Menu Items button beneath the left and right navigational arrows NOTE If you do not see the Menu Item control touch Hide Advanced or Hide PLU Advanced Features Initially the Menu Item set up screen looks very similar to the Category Set Up screen The name and the square picture selection button the navigation arrows and the Save Insert and Delete controls all work the same as the Category screen described in Section A above In addition to setting up a name for the button however you can also set up a different name for the description that appears on the ticket Depending on the number of capital letters used you are generally limited to 10 12 characters as captions to the pictures on the buttons but you can print up to 20 characters on tickets The price field is also provided to enter a base price for the item As was the case for the Cat
4. 2 Ice Cream Item 4 MeatBall item 3 Chicken i Item 2 Veggie Beef Modifier List 1 Modifier List 2 Modifier List 4 Modifier List 5 Mod 1 With Ice Mod 1 Wheat Mod 1 Succa Mod 1 Nuts Mod 2 Frosty Mug Mod 2 White Mod 2 Alfredo Mod 2 Whipped Cream Mod 3 Sourdough Mod 3 Butter amp Garlic Mod 3 Cherry Mod 4 Chocolate Sauce Modifier List 3 Menes Bermas Mod 1 Pickles fiar Li Mod 2 Extra Cheese Moamer SERD Mod 3 Lettuce Mod 1 Chocolate Mod 4 Onion Mod 2 Vanilla Mod 5 Green Peppers Mod 3 Cherry Mod 4 Peanut Butter Mod 5 Mint In the above diagram Modifier List 5 could be used by the Chocolate Sundae Item to force the order taker to select toppings Modifier list 6 could be used for Item 2 Ice Cream but could also be used by the Choc Sundae to select the flavor of the Ice Cream used Modifier list 6 could be forced on the order taker for the Iced Cream but might be set up as optional for the sundae Modifier lists can also contain pricing modifications to the menu item or contain the full price for the Item It s all in how you wish to set your menu up Once you fully understand the principles involved in setting up the menu and all of the additional features and functions available such as required and optional modifiers pricing by topping etc just a little advance planning will greatly simplify the task of setting up your Order Entry System DiamondTouch Inc Copyri
5. 3 Server Name for each server on duty during the reporting period 4 Total Items sold for each server 5 Total dollars sold for each server Note that the value of Menu Modifiers associated with the Menu Item on each ticket are included in the total dollars figure This is why the unit price may vary from server to server 6 Total tickets for each server that included at least one of the selected items 7 Footed totals for item quantity Sales and tickets for all servers combined To print the report touch the Print control on the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on an 80 column printer Utilities Run File Back Up File Back Up is used to back up sales menu time clock data customer database DiamondTouch settings and employee information DimaondTouch will automatically back up when you close a station Rockland Technology recommends that you rotate the satellite stations from which you close nightly This will ensure that you have a recent back up for each station To access the Run File Back Up touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Utilities then select Run File Back Up from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Launch ISI ISI is a third party inventory software program that must be purchased and loaded on DiamondTou
6. Reinitialize Ticket Tracker Database a The ticket tracker database is used by DiamondTouch to remember all previous orders for all customers See section 1 85 C Following a system upgrade from version 2 71 or earlier it is required that this database be re initialized before using DiamondTouch When the re initialization is complete a message box will appear detailing the number of files tickets etc that were found Network Settings The information in Network Settings is used by DiamondTouch to find the Server and Terminal Paths It is also used to identify the terminal number used to interact with the rest of the system These settings are set at the factory and generally should not be changed The Network Path can be the driver letter and directory name example E Diamond98V mapped to the system or the Network Path can be the actual server network name example Server Diamond98 The second example is generally more reliable since mapped driver letters can sometimes be lost by the operating system The terminal path is the location of the Diamond98 program on the local terminal example C Diamond98V A terminal number starting with terminal 1 must also identify all terminals If this number is not set the system will not operate properly Note that the terminal number is used for Cash Drawers among other features If 2 terminals with cash drawers use the same terminal number the
7. and footed totals for all of the above Server Detail reports can be printed by touching the Print control button located at the bottom of the detail report pop up box The Server Detail Report will print on the first local printer found on the current terminal if no local printer is found then the report will be spooled to the first system printer found For more information on setting up local and system printers please see section 3 20 A The server detail report was designed to print on a 40 column printer Current and historical Server Detail Reports can also be viewed from the Manager Reports section See section 2 15 A for more information on Server Reporting Status List The Status List control on the Server Management screen provides a short cut to a pre set Ticket Status Screen automatically configured to display tickets as follows All Service Types Only those tickets ordered by the current user Only those tickets that are currently open that is are not Cashed Out For more information on the Ticket Status Screen see section 1 60 DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 39 1 70 C Server Management cont Server Cash Out In addition to the standard Cash Out screen See section 1 35 DiamondTouch also offers a Server Cash Out function The primary benefit of the Server Cash Out screen is its ability to cash out multiple tickets in one operation for cash or cash am
8. column printer Daily Customer Sales by Customer The Daily Customer Sales by Customer Report lists each customer that ordered during the business day To be entered on the Customer Sales by Customer Report the order must have been placed with a customer record associated with the order To view the Daily Customer Sales by Customer Report touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Customers then select Daily Customer Sales by Customer from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired reporting period from the Report Period Selection Window in the lower right quadrant of the screen and press Next The Daily Customer Sales by Customer Report includes the following information 1 Report Title Reporting Period and the Date and Time the Report was accessed 2 Order Date 3 Ticket Number 4 Customer phone number name and or address 5 Order Dollar Amount 6 Accounts Receivable 7 Tender and Total To print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on an 80 column printer DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 83 2 45 Customer Reports cont C Daily Customer New VS Repeat The Daily Customer New vs Repeat Report is a daily breakdown of n
9. display Touch the Ticket Detail control that appears on the lower control bar to view the Ticket History Report DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 69 2 25 Ticket Detail Reporting cont Event Log Reports cont 5 Ticket History Report cont The ticket history report displays the following information a Report header including title of report date report is viewed ticket number and the ticket date b For each version of the ticket that was saved and or printed the ticket number time service type and an itemized list of each line item including the quantity description and price c For each version of the ticket the delivery history including Driver address time OUT and time IN To print the Ticket History report touch the print control on the Ticket History Pop Up window The Ticket History Report will print to the first local printer found on the system If no local printer is found then the report will be spooled to the first system printer found For more information on setting up local and system printers see section 3 20 A The Ticket History Report was designed to print on 40 column printers Discount Detail includes the following information 1 Ticket Number 2 Time 3 Employee Name 4 Service Type 5 Amount 6 Description To view the Discount Detail touch the Reports control on the Main Menu screen From the Manager Reports main menu touch T
10. driver is to receive a 3 00 per ticket reimbursement for use of the driver s vehicle Following the transaction the Totals will read as follows Starting Cash 100 00 Cash 220 00 Total Receipts 220 00 Reimbursements 13 00 Total 220 00 Cash Subtotal 307 00 Note that the Cash Receipts and Total Receipts accumulators have increased by the 20 00 amount of the ticket to reflect the gross sales value of the ticket Driver Reimbursements however have also increased by 3 00 so the new Cash in Drawer Subtotal has only increased by 17 00 the difference between the amount collected from the customer and the amount paid to the driver There are several options for setting reimbursements Dollar amount per run Dollar amount per ticket Percentage of delivery charge Percentage of gross sales Force manual entry DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 29 1 40 Register Information cont C Register Information Display cont 7 Total As shown on the Register Display itself Total represents the net total of the Starting Cash All Receipts Cash Pulls Pay Outs and Driver Reimbursements from this Cash Drawer This total does include all checks credit cards etc from total receipts For a cash only total to perform quick cash audits on the drawer use Sub Total Cash Only described below 8 Sub Total Cash Only The Sub Total Cash Only represents the actual
11. gt THINS A aAmmuaA gt rs Table Management Table Sections Accessing Tickets w Table Icons Accessing Table Status w Table Icons Ticket Reprint Server Info Server Tickets Cashing Out a Ticket Ticket Status User Display Adjusting User Display Options w Screen Set Up Printing Ticket Status Reports View amp Reprint Tickets Recalling Tickets Cashing Out a Ticket Server Management Server Detail Reports Server Status List Server Cash Out Phone Orders Manual Phone Number Entry Automated Entry using Caller ID Customer Information Screen Primary Data Entry Fields Delivery Information Customer Information Windows Looking Up a Customer by Phone Number Looking Up a Customer by Name Looking Up a Street Address Delivery Management Driver Display Screen Adding A Driver Dispatching a Driver Removing a Ticket from a Driver Returning a Driver Cashing Out a Driver Closing Out a Driver Driver Summary Report Driver Detail Reports DiamondTouch Inc Page 2 Copyright 2007 DiamondTouch 5 5 Software Documentation TABLE OF CONTENTS Part 2 Manager Features 2 10 Q 7 EO Oo gt TEINS D vowrR unwpB vawpes n A Sales Reporting Daily Sales Reports Daily Item Report Daily Modifier Report Period Sales Reports Period Item Reports Period Modifier Reports Period Summary Report Server Reporting Server Summary Reports Server Detail Reports Server Sales By Category Reports Se
12. including the Ticket Number Section Table Number Total Value Amount Paid and Tender Method for each ticket e Subtotal of all tickets f Subtotal for each Tender Method g Subtotal of all Non Cash Tenders h Balance Cash Due Total Ticket Value less Non Cash Tenders i Total Number and Value of all Open Tickets j Sales Breakdown by Service Type including Service Type Description Quantity Total Dollars Total Covers Guests average dollars per guest for each Service Type and footed totals for all of the above Server Detail reports can be printed by touching the Print control button located at the bottom of the detail report pop up box The Server Detail Report will print on the first local printer found on the current terminal if no local printer is found then the report will be spooled to the first system printer found For more information on setting up local and system printers please see section 3 20 A The server detail report was designed to print on a 40 column printer DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 59 2 15 C Server Reporting cont Server Sales By Category Reports The Server Sales by Category Report is a Drill Down report option viewable only from the Server Summary Report Screen To view the Server Sales by Category Report select a server by touching the one of the Server Names on the Server Summary Report To access the Server Summary Report see
13. 4 Retail price before discount To access Export Inventory touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Utilities then select Export Inventory from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired reporting period from the lower right quadrant and then touch Next DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 92 2 80 Close of Day At the end of each business day the day is closed to finalize totals and reset the system for the next day s business The day must be closed either at the end of the business day or just before the next business day begins It is strongly recommended although not required that all tickets be cashed out before closing the day see section 1 35 If the tickets are not cashed out then many of the report totals will be out of balance on the final reports Before the day can be closed all drivers must be Closed Out Section 1 90 H and all Cash Drawers must be closed Section 1 40 I Always close the drivers out first since you must be signed on to an open drawer to close out the drivers To close the day from the main menu touch Reports and then select Close Day Touching the Close Day button will bring up the Balance Cash Worksheet E i ed Auto Close DiamondTouch has simplified the Close of Day procedure with the Auto close feature Auto Close will w
14. Advanced Features To view Advanced Features touch the Show Advanced control on the Menu Item set up screen Advanced Features provides access to additional menu set up capabilities These features are discussed in the sections that follow Seder EN oo ay Fis By oon amp gt a Allow Item q Misc Price rice fe Exchange Item Pasta Supremo m Long Ticket Name On Button Picture FileName PICTURES SPAG_TS BM Show Includes To access the Includes list for a menu item touch Show Includes on the Menu Item Advanced Features window Includes lists are used to display normal ingredients included with a menu item and some common substitutions that do not affect the menu price Includes lists will appear automatically during order entry as soon as the item is selected by the Order Taker 00 None Includes List 0001 French Toast I Inctuded Potatoes Toast f Jnctudea F includea Pirenea F irese Pieces If the selection is normally included touch the Included check box if the item is not normally included leave the box unchecked Unchecked items will appear during the order entry process with a No preceding the name of the item New Includes Lists can be defined by scrolling to the bottom of the available includes lists and selecting NEW List You may then enter all of the included items and select the included status for each Include Once a list is saved it can be re used for as many items as nec
15. C Balance Sheet D Weekly Performance DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation TABLE OF CONTENTS Part 3 Set Up 3 10 Terminal A Terminal Configuration B Utilities C Network Settings 3 15 Menu Set Up A Category B Items C Modifiers D Tax Rates 3 20 Printers A Printers 3 25 Tickets A Service Types B Pattern Layouts C Profiles Assignments D Coupons E Price Adjustments 3 30 Cash Register A Starting Cash B Tender Options C Paid Outs D PaidIn C Reimbursement Plan D Paid In Out Reporting Group 3 35 Tables 3 40 Employees A Employee Set Up B Security Levels 3 50 Customers A Customer Database B Street Database C Zip Codes D Customer Points E Delivery Areas DiamondTouch Inc Page 5 100 104 104 105 106 111 118 120 121 121 122 124 126 128 129 130 131 131 131 132 132 132 132 133 135 135 136 137 137 138 139 140 Copyright 2007 DiamondTouch 5 5 Software Documentation Page 6 PART 1 USER FEATURES 1 10 Screen Saver The DiamondTouch Screen Saver was designed to perform two 2 primary functions 1 Increase the life of your monitor 2 Force all users to Log On prior to using the System The Screen Saver can be set to run automatically or can be enabled manually by touching the Diamond control button at the bottom center of the Main Screen See section 3 10 A for more information on setting up your Scr
16. CP Cash Pull See Section 1 40 G PO Paid Out See Section 1 40 H NS No Sale See Section 1 35 D e Description Ticket Transactions will include the full Ticket Value under this heading e Cashier this is the name of the employee that was signed on to the terminal when the transaction occurred e Amount this is the amount that was keyed in for this transaction e Tendered Generally this is the Tender Method Cash Check Credit Card etc In the case of a Driver Reimbursement transaction the name of the driver is listed instead e Chg Due a running total of how much of the total value is still due or the amount of change that was issued for this transaction E View Selected Transactions The Register Information screen will also allow the user to view Selected Transaction Types only The following transaction types can be viewed as separate reports Cash Pulls Pay Outs No Sales Voids Alternate Tender Types VISA Etc other than Cash or Check Reimbursements Driver Banks To view a report of alternate transaction types simply touch the accumulator or descriptor field on the Register Information Display The indicator will turn Violet when it is selected Next touch View Transactions The Transaction detail report will only those transaction type that you have highlighted For example to view a list of NO SALE transactions touch the NO SALE display to make it turn Violet Touch view transactions and
17. Cash In Drawer total This total should be used to perform cash counts when closing the drawer or for X totals during the day The following formula is used to achieve this total Starting Cash Cash Receipts Cash Pulls Pay Outs Reimbursements Subtotal Cash Only 9 No Sales The No Sales accumulator reports the total number of times during the day that the NO SALE button was used to open the cash drawer Additional detail on which what and when the NO SALES activity occurred is available via the View Transactions feature See Section 1 40 D below 10 Void The VOID accumulator reports the number of times during the day that cashed out tickets were Voided Additional detail on which what and when the Void activity occurred is available via the View Transactions feature See Section 1 40 D below DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 30 1 40 Register Information cont D View Transactions The View Transactions control at the bottom left portion of the Register Information screen will display all transactions for the currently open drawer Transaction information detailed includes the following e Time the Transaction Occurred in military time format e Ticket Number Alternate Transaction Code Alternate Transaction codes are SC Starting Cash See Section 1 40 B SB Starting Driver Bank See Section 1 90 B RB Returning Driver Bank See Section 1 90 G
18. Infer a street table from the existing customer records A street table created in this manner would be a starting point only since the beginning and ending addresses would only represent the first and last addresses found in the customer table not the true beginning and ending ranges of the streets In addition different spellings of the same street in the customer database would result in 2 records for the same street However this method could save quite a bit of data entry time on the front end if a pre loaded street database is not available To enable this feature you must place a file named MakStreet RTC in the Diamond98 directory Once this file is present the initialize control will appear on the street table screen NOTE Once initialized you should destroy the MakStreet RTC file to insure that your street table is not erased accidentally by a subsequent initialize command There is no way to undo this operation once the initialize control is touched DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation 3 50 DiamondTouch Inc Page 139 Customers cont Zip Codes The Zip Code table is used simply to automatically store City and State information for customer and or street records By loading the zip code table customer and street records can look up the City and State fields for mailing purposes without having to enter these fields for every customer street record You may wish to
19. Lists for each Menu Item 8 PLU Reference Number for each Menu Item To print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on an 80 column printer Modifier Lists The Modifier List report is a listing of all modifiers defined in the system For more information on defining modifiers see section 3 15 B Users may wish to use the Modifier Report as a guide while editing the Modifier Lists To view the Modifier Report touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Database then select Modifiers from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen The modifier report contains the following information 1 Modifier List Number for each modifier 2 Modifier Number for each modifier 3 Modifier Description for each modifier 4 Price for each modifier 5 Half Price for each modifier 6 PLU Reference Number for each Modifier To print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on a 80 column printer PLU Tables The PLU Table report defines all PLU s listed in the system PLU s are used with optional Inventory packages to track the theoretical ingredient usage by food item order
20. Recall by Table Number DiamondTouch includes a very flexible integrated Table Management module for your Dine In operation In fact many users find that they can use the Table Management Floor Plan style user interface as the main screen from which to run their operation Table Management is discussed in greater detail in Section 1 50 To recall a ticket from the Table Management screen simply touch the table Any and all tickets associated with that table during the shift will appear in a pop up box If there is more than one ticket left and right indicators provide the means for you to browse through the available tickets Touching the Recall Ticket control will cause the selected ticket to be recalled and you will find yourself back at the Order Entry screen with the order you specified displayed on the Smart Check interface NOTE The Table Status Mode check box in the upper right hand corner of the screen must be unchecked to allow for Recall Ticket by Table Number DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 22 1 25 C Ticket Recall cont Recall by Customer Name On occasion it may be useful to recall a ticket by a customer s last name particularly for Pick Up orders DiamondTouch provides a very convenient method for recalling tickets by customer name From the Main Menu touch Recall Ticket then touch the Names control at the bottom left of the pop up keypad box All non disp
21. Sat 2 and Sat 3 Sat 1 does not have a local printer on COM2 so Printer 1 will not be checked local on Sat 1 All stations will have Printer 3 and Printer 4 checked as System printers since these printers will be available to all terminals Before adjusting your printer settings it is a good idea to sketch out your system diagram as shown above DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 122 3 20 Printers cont A Printers cont To access the printer set up screen from the main menu select Set up touch System and then Printers a a x x a 2 as a n a m zs p ep we we ee Ee Ee a Although all terminals share the port descriptions you must still use the printer set up screen to set up the local system and type printer settings type for each terminal individually The above printer set up screen shows the correct settings for the server terminal on the previous page The Sat 2 terminal on the previous page will be set up almost identically except that the LPT1 local check box will not be checked Sat 1 will not have any local printers checked and Sat 3 will have both Printer 1 COM2 and Printer 2 COM3 checked local Printer Type 1 is the default setting and is also the setting used for Citizen 3551 printers with Star emulation If you are using an Epson or Epson compatible printer select Type 3 or 4 NOTE If your 40 column printer feeds 12 of blank paper when it should
22. Servers access to only those Tables to which they are assigned e Allowing Zoom In capability for larger or more complex floor plans e Setting up smaller sub sections for individual servers during peak periods and then Zooming Out to a larger scale when things slow down allowing a single server to handle larger areas When a user signs on to the system with a Job Code of 1 3 or 5 See Section 1 10 B the user will be prompted to enter a default section such as Section B When the User touches Table Management DiamondTouch will always display this default section of tables for that user Instructions on setting up Table Sections are discussed in greater detail in Section 3 35 A To navigate through the various Sections touch the top of the Table Management screen This action will always take you to the first Section set up for Zoom In capability To enter the various Sub Sections simply touch the desired area of the floor plan and if it has been linked to a Sub Section then that section will be displayed along with any active Table icons Additional Sections may have been Set Up for Zoom Capability from a Sub Section since there is no limit to the number of levels that can be set up Actual navigation will depend upon the system configuration that has been designed and configured for your operation Accessing Tickets with Table Icons Before starting a new ticket from a table icon on the Table Mana
23. Service Type the order taker will be taken to the cash out screen as soon as the Smart Check ticket is finished since the service type is selected automatically Once the ticket is cashed out the Order Taker is returned to the Order Entry Screen for the next order To enable the Counter Service Mode of operation touch the Counter Service line on the Terminal Configuration screen and select ON To disable this feature select OFF Counter Service will only operate for those service types that are checked for counter service See section 3 25 A for more information on setting up service types Cash Drawer 1 DiamondTouch will operate with up to two 2 physical cash drawers per terminal Cash Drawers can be serial or work with a local serial or a local parallel printer DiamondTouch supports both Epson and Star format Cash Drawers DiamondTouch can also track Cash Register transactions without a cash drawer at all with a Virtual cash drawer if you will To use the Cash Out functions on a terminal you must first set up a Cash Drawer for that terminal To enable Cash Drawer 1 touch the Cash Drawer 1 line on the Terminal Configuration screen Select the port that your cash drawer is connected to by touching the port name on the right side of the screen Com1 LPT1 etc If you do not have a physical cash drawer connected to your terminal but you still wish to use the Cash Out functions select No Port If you want to disable the Cash D
24. Status not Ticket Access After you have checked the Table Status checkbox touch one of the active Table icons to bring up the Table Status pop up box for that table The Table Status Pop Up Box display 6 possible Table States Name Color Code Description Ready Yellow Table is cleared and set but not yet seated Seated Green Guest have been seated at this table Order In Light Blue Order has been taken and sent to the kitchen Served Dark Blue The Order has been served to the table Clearing Red The guests have left the table Reserved Black The table is Reserved or blacked out Each time you touch one of the states for the table you change the current status and thereby the color of the table number displayed on the table By glancing at a particular section your Hostess can get a quick idea of the estimated wait time for a new table Because each state change is time stamped you can also browse the various tables from a single workstation to get an idea of how long each patron has been seated waiting for an order to be placed etc D Ticket Reprint Ticket Reprint is used for just that to reprint a ticket from Table Management From your Table Management screen uncheck the Table Status check box and touch a table with at least one open ticket associated with it Once the ticket you wish to reprint is visible in the pop up box touch Print Ticket The ticket will be re printed at the first local printer found on your ter
25. bar A pop up window will then display the Driver Detail Report The Driver Detail Report contains the following information 1 Date amp Time of Report 2 Name of Report 3 Driver Name 4 A Ticket Detail Report including the Run Number Ticket Number Delivery Address and Dollar Amount for each ticket 5 Total Ticket Dollars 6 Outstanding Bank 7 Total Driver Amount 8 A Run Detail Report including the Run Time Out Time In Total Time Total Tickets Average time Per Ticket and Total Ticket Amount for each Run 9 Footed Totals for the Run Detail Report DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 52 PART 2 Manager Features 2 10 Sales Reporting A Daily Sales Reports To view the Daily Sales Reports touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Sales then select Daily Sales from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired report date from the Report Date Selection Window in the Lower Right quadrant of the screen and press Next The Daily Sales Report is actually 5 summary reports compiled into a single Daily Sales Summary Each of these summary reports is discussed below The five Summary reports are 1 Net Sales Summary by Service Type 2 Gross Sales Summary by Hour 3 Net Sales Summary By Category 4 Net Sales Summary by Patron Count 5 Discount Summary by Discoun
26. dispatched The amount of the starting bank will be included in the Driver and Total fields DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 47 1 90 C Delivery Management cont Dispatching a Driver To dispatch a driver first highlight one of the IN Drivers listed by touching the driver s name Next touch the ticket you want the selected driver to deliver and then touch the Driver Out button at the bottom of the screen Tickets listed will be those that were saved with a Service Typeset to Allow Dispatch such as a Delivery Service Type See section 3 25 A for more information on setting up Service Types for Dispatch The list of tickets shown includes the following information e Elapsed This is the amount of time that has passed since the ordered was placed Note that the color of this field will be Green Yellow or Red The color shown is based on minutes elapsed and the thresholds are settable by using the Colors control located at the bottom left of the Open Delivery Orders screen e Address This is the Delivery Address for the ticket This information was displayed in the Customer Information Display in the fields labeled Address and Address 2 when the ticket was saved See section 1 85 for more information on the Customer Information screen e Tkt Ticket number e Grid This is the Map grid coordinate for the customer to which the ticket is to be delivered This information
27. feature the one difference being that instead of entering in the new price of 9 95 the user enters in the difference of 1 00 as the discounted amount In both cases the end result on the ticket is the same Item Discount An item discount will add an adjustment to the item price per the percentage entered by the user For example entering 20 for an item priced at 10 00 will add a line item on the ticket that appears as follows Percentage Discount 2 00 All Above Discount This feature will apply the amount keyed in by the user as a discount to the entire ticket For example consider a ticket with the following line items 1 Glass Red Wine 2 50 1 Sprite 1 25 1 Chef Salad 7 25 1 Spaghetti Dinner 8 75 Subtotal 19 75 If you attempted to apply a 10 00 discount using an Item Discount DiamondTouch will alert you that the discount is too high for any of the selected items Instead use the All Above discount feature which will allow a discount up of to the 19 75 subtotal amount The resulting line item would appear as follows Above Price Discount 10 00 DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 13 1 20 Order Entry cont E Advanced Functions cont 5 All Above Discount 6 7 An item discount will add an adjustment to the full ticket price up to the currently selected item per the percentage entered by the user For example entering 20 for the above ex
28. from the original version they are simply another copy of a ticket that has already been printed DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 12 1 20 Order Entry cont Advanced Functions DiamondTouch includes a full set of Advanced Functions located just a touch away under the Advanced Functions control button Some of these functions are protected by a dedicated security level which requires that an employee security status meets a minimum level before they can be used See Section 3 40 B for more information on setting security levels 1 2 3 4 Item New Price Touching the New Item Price Discount feature will provide an on screen keypad upon which to enter the new discounted price for a selected item For example a 10 95 item could be discounted to 9 95 simply by keying in the new price DiamondTouch will reflect the new price by adding a line item that appears as follows Price Discount 1 00 All discount entries are displayed in red so that discounts can be spotted more easily In addition all discounts are tracked by discount type and will appear in the Discount Summary portion of the Daily and Period Sales Reports See Section 2 10 for more information on Sales Reporting If the new price is greater than the preset price DiamondTouch will notify you that it cannot adjust the price as requested Item Discount This feature is virtually identical to the above
29. information on Voiding a Ticket 3 Tickets Removed from a Driver Delivery Operations includes the following information a Time b Terminal Number c Employee Name d Event Description Removed Driver Tkt e Ticket Number f from Driver Name A Tickets Removed from Driver event is logged whenever the Remove Ticket function is used from the Delivery Management screen See section 1 90 E for more information on using this function 4 Late Dispatch Delivery Operations includes the following information a Time b Terminal Number c Employee Name d Event Description Late Dispatch e Ticket Number f Order Time g Elapsed Time A Late Dispatch event is logged each time a ticket is dispatched with an elapsed time greater than that specified by the user see section 1 90 D for more information on adjusting the Elapsed Time for driver dispatching 5 Ticket History Report In addition to saving all of the final information for each and every ticket DiamondTouch also saves each and every previous version of each and every ticket This allows management to review any changes made to the tickets during the day and to also view the earlier status of tickets edited to lower value voided or re assigned to different drivers To view the Ticket History report for the selected exception event select the ticket from the summary report window that you wish to view and touch the ticket number row on the report
30. of the screen and press Next The Server Tips Report provides the following information 1 Report Title 2 Server Name 3 Pay Period 4 Credit Card Tips 5 Declared Cash Tips DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 60 2 15 Server Reporting cont Daily Items Sales To view the Server Daily Items Sales Report touch the Reports button on the main menu screen From the Manager Reports main menu touch Servers then select Server Daily Items Sales from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired period from the Selection Window in the Lower Right quadrant of the screen and press Next The Items by Server Report provides totals by employee for the various categories and items on your menu To select a different category or item simply scroll left or right using the Category or Item buttons at the bottom of the screen The Report provides the following information 1 Report Title 2 Report Date and Time 3 Server 4 Quantity 5 Sales 6 Number of Tickets Period Item Sales To view the Period Item Sales Report touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Servers then select Period Item Sales from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired weekly period from the Selection Window in the Lower Right quadr
31. only the NO SALE transactions will be listed F Print Transaction Report To print the current listing of transactions first View the Transactions then touch Print to Parallel Printer The current transaction listing will then print to your Windows Default Printer DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 31 1 40 G Register Information cont Cash Pull Transaction Periodically you may wish to pull cash from the Cash Drawer to limit your exposure to theft This action can be performed and logged on the Register Information screen to maintain the integrity of the Cash in Drawer totals To perform a Cash Pull transaction touch the Register control button on the main menu to view Register Information Next touch the Cash Pull control button Enter the amount of the Cash Pull and press enter Note that the total amount of the Cash Pull accumulator has increased by the amount entered If you have a local printer a Cash Pull receipt will print You may wish to save the receipt in the drawer for accounting purposes or attach it to the cash pull envelope depending on your particular cash handling procedures Each time a Cash Pull is performed on a Drawer the Cash Pulls accumulator will reflect the new subtotal and a permanent transaction will be recorded logging the event You may view the transaction with the View Transactions feature Section 1 40 D Pay Out Transaction Pay Outs repres
32. options is discussed below Reprinting from Ticket Status To reprint a ticket from the Ticket Status Screen select the ticket you wish to view by touching one of the white fields the ticket fields will turn blue once the ticket has been selected Next touch View Ticket A pop up box will appear displaying the basic details of the ticket you selected Touch the All Profiles button select the ticket profile you want to reprint and touch Reprint on the pop up box Reprinting from Table Management To reprint a ticket from the Table Management screen simply touch the Table Number associated with the ticket After selecting the correct ticket from the list that appears touch the Reprint Ticket control at the bottom left portion of the screen The ticket will be reprinted at the first local printer found on the list of printers for your current terminal if no local printer is found on your terminal the ticket will be spooled to the first system printer found For more information on setting up local and system printers please see Section 3 20 Reprinting from Order Entry Reprinting a complete ticket from the Order Entry Screen is possible as long as at least one 1 of the eight 8 possible Ticket Profiles for the Service Type associated with that ticket was configured with a Pattern that was set to print the Full Ticket on Edit In this case the reprint will occur at the printer specified automatically even if no
33. print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on an 80 column printer DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 81 2 40 A Delivery Reporting Delivery Summary Reports The Delivery Summary Report provides a list of all driver activity for the reporting period including number of runs tickets and dollars for each driver The report can also be used to Drill Down to the Driver Detail Reports described in section 2 40 B To view the Delivery Summary Report touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Delivery then select Summary Report from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired reporting period from the Report Period Selection Window in the lower right quadrant of the screen and press Next The Driver Summary Report details the following information 1 Date amp Time of Report 2 Name of Report 3 Driver Name for each driver 4 Driver Status Open Closed for each driver 5 Total Runs for each Driver 6 Total Tickets for each driver 7 Total for each driver To print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This repo
34. quadrant by selecting the section letter in the 4 list boxes provided The section letter you select will also be displayed in each quadrant of the section display on the left portion of the screen If you do not wish to allow a quadrant to be displayed select None You can set up a more complex layered zoom set of sections where section A zooms in to Section B which Zooms into section C which zooms into Section D and so on Keep in mind that the first section found searching Alphabetically with section zoom enabled is the one the user will see when the top of the Table Management screen is touched to Zoom Out back up to the highest level DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 134 3 35 Tables To place tables onto a section touch the Table Placement button Diamond Touch Delete Table To add a table touch the Add Table button and the new table will be added to the upper left portion of the floor plan To position the table touch the table as close to the center as you can and drag the table into position To delete a table touch the table and then touch Delete Table button You can change the table number and table picture by selecting the table and then touching the Table Features button Use the list box in the lower left portion of the Table Features screen to select a table You can stretch the table to the Extra Wide or Extra Height state by checking the appr
35. section 1 20 E for more information about the customer separations e Pricing on Tickets will allow the pricing information to print on the tickets If this checkbox is unchecked tickets will print with menu quantity and menu descriptions only e Box Label Format is used for the optional box label printers Box Label patterns will print one header label with delivery info then one label for each item not blocked on the ticket The Barcode Blaster label printer must be set up as a Generic Text Windows printer First select it from the list of windows printers in the Printer Set up and then select the Pricing On Tickets in the Ticket Pattern Layout e Blank Lines between Items will put a space between each printed line e Skip 0 Price Modifiers This is normally used for Guest Checks to eliminate cooking instructions and other menu information that did not effect the price of the ticket e Wide Item Print will cause Menu Items to print in extra wide characters e No Item Skip will cause all items on a ticket to be printed even if the category has been blocked However the ticket itself will not print unless at least one item on the ticket is not blocked See Category description above e Print Coupon will print either a New Customer Coupon or a Lazy Customer coupon automatically for customers that qualify for a coupon See section 2 35 D for more information on Customer Coupons e Print Second Name will print last name on ticket e Sort by C
36. security level required to gain access to the employee database edit windows under the Set Up options Please see section 3 40 B for more information on setting up security levels To print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on an 80 column printer Menus The menu report is a listing of all categories and items for the entire menu The first 3 modifier lists used are also listed for each item Modifier lists can be viewed and printed separately under the Modifier Lists report in the following section Users may wish to use the Menu Report as a guide while editing the Menu To view the Menu Report touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Database then select Menu from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 71 2 30 B Database Reporting cont Menus cont The Menu report lists the following information 1 Category Number for each Menu Category 2 Category Description for each Menu Category 3 Min Max Settings for Inventory Ingredient Usage Reporting for each Menu Category 4 Item Number for each Menu Item 5 Item Description for each Menu Item 6 Item Price for each Menu Item 7 Referred to Modifier
37. the ticket profile you want to reprint and touch Reprint on the pop up box E Recalling Tickets To recall a ticket select the ticket you wish to recall by touching one of the white fields the ticket fields will turn blue once the ticket has been selected Next touch Recall Ticket If the ticket can be recalled the Order Entry screen will appear with the ticket displayed in the Smart Check user interface Cashed Out or CLOSED tickets cannot be recalled Note that the ability to recall a ticket is protected by a dedicated security level A user must carry a security level at least as high as the level set for recalling tickets to use this function Please see section 3 40 B for more information on setting up security levels F Cashing Out a Ticket To cash out a ticket from the Ticket Status screen select the ticket you wish to recall by touching one of the white fields the ticket fields will turn blue once the ticket has been selected Next touch Cash Out If the ticket can be cashed out the Cash Out screen will appear with the ticket that you selected displayed in the listing at the left of the screen Tickets that have already been cashed out cannot be cashed out again Note that the ability to cash out a ticket is protected by a dedicated security level A user must carry a security level at least as high as the level set for Cashing Out tickets to use this function Please see section 3 40 B for more information on setting up
38. transaction is rung up the display on the Cash Out screen reads 2 00 change The new Register Receipt Totals will now read as follows CASH 98 00 Checks 110 00 Total 208 00 Note that the Cash accumulator has actually been reduced by 2 00 to account for the 2 00 change issued for ticket 44 The check total has increased by 10 00 since there is now one more check for that amount in the drawer The Total Receipts properly reflects the increase in net sales for the 8 00 ticket CASH is therefore the net difference between Cash Receipts and Change issued for all tender methods The Total Receipts will always reflect your total sales totals once all tickets have been cashed out The yellow Total Receipts number at the bottom of the column is copied to the Total Receipts reading in the upper right portion of the screen to reconcile cash in the drawer as explained below 2 Starting Cash Starting Cash is the amount that was keyed in by the user that opened the Cash Drawer This should normally be your Opening Bank for the drawer 3 Total Receipts Total Receipts is the total of all receipts from the left portion of the screen This number will always match the yellow Total under the Receipts detail DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 28 1 40 Register Information cont F Register Information Display cont 4 5 6 Cash Pulls Periodically you may wish to p
39. was displayed in the Customer Information Display in the fields labeled Map Grids See section 1 85 for more information on the Customer Information screen e Ordered The time that the ticket was ordered or was last updated In addition the list of open tickets also includes a display of the current time located in the upper right hand corner of the screen If more than 10 tickets are listed MORE Buttons located to the right of the tickets allow browsing through the additional tickets Tickets are listed with the oldest ticket numbers first so that the most urgent delivery orders should be the first ones you will see To issue tickets to the driver that you are dispatching simply touch the ticket address fields If you wish to de select the ticket simply touch it a 2 time Selected tickets will be highlighted in yellow de selected tickets will remain white You may select and de select as many tickets as you wish Note that the driver has now been moved to the Drivers OUT section of the Delivery Status display and the tickets you selected will appear under the Order fields for that driver DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 48 1 90 Delivery Management cont Removing a Ticket from a Driver On some occasions you may find it necessary to remove a ticket from a driver after the driver has been dispatched This could be because a driver has inadvertently selected the wrong ticket o
40. 5 Phone Order Section 1 80 Driver Management Section 1 90 Server Management Section 1 70 Table Management Section 1 50 Cash register Manager Section 1 40 Tickets Section 1 60 Clock Out Section 1 15 B Void Ticket Section 1 37 New Ticket Section 1 20 Recall Ticket Section 1 25 Cash Out Section 1 35 DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 7 1 15 Main Menu cont The Main Menu also provides a lower control bar that provides fast access to the following features Screen Control Exit System Reports Setup User Log On from the Main Menu Changing the current user from the Main Menu can be accomplished in any one of three different ways 1 Swipe a magnetic stripe card on the optional wedge reader attached to the Monitor 2 Touch the Diamond Touch Logo to activate an on screen keypad Using the on screen keypad enter the user password and press Enter 3 Type the user password on the keyboard and press the Enter key The identity of the Current User is always displayed at the top of the Main Menu DiamondTouch systems are shipped with a default password of 0001 For security reasons this password should be changed before the system is used in your operation Clocking Out At the end of the shift all users should be encouraged to Clock Out of the system The Time amp Attendance portion of the system along with many of the other reports used by the system such as the h
41. Customers Report touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Customers then select All Customers New vs Repeat from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen The All Customers Report includes the following information 1 2 To print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on an 80 New Customers a Phone Number for each new customer b Last Name First Name for each new customer c Address for each new customer d Total Previous Orders for each new customer These are the total orders prior to the reporting period e Total Current Orders for each new customer These are the total orders for the reporting period Repeat Customers a Phone Number for each new customer b Last Name First Name for each new customer c Address for each new customer d Total Previous Orders for each repeat customer Avg Freq Average Frequency for each repeat customer This is the total number of orders divided by the number of days between the first order and the report period date Days SLO Days Since Last Order This is the number of days between the last order date and the date of the reporting period e Total Current Orders for each repeat customer These are the total orders placed during the r
42. DIAMOND TOUCH INC POS SOLUTIONS DIAMONDTOUCH 5 5 SOFTWARE USER MANUAL Revised May 2007 Copyright 2007 DiamondTouch 5 5 Software Documentation TABLE OF CONTENTS Part 1 User Features 1 10 Amr mommooDEs Screen Saver Screen Saver User Log On Clocking In Main Menu User Log On from the Main Menu Clocking Out Exit System Order Entry Primary Control Bar Menu Selection Control Window Service Types Ticket Printing Advanced Functions Smart Check User Interface Ticket Recall Recall By Ticket Number Recall By Table Number Recall by Customer Name Recall By Customer Phone Number Recall Using Ticket Status Ticket Reprint Reprinting from Ticket Status Reprinting from Table Management Reprinting from Order Entry Ticket Cash Out Standard Transaction Split Tender Transaction Split Ticket No Sale Voiding a Ticket Register Information Signing On to a Cash Drawer Opening a Cash Drawer Register Information Display View Transactions View Selected Transactions Print Transaction Report Cash Pull Transaction Pay Out Transaction Detail View All Drawers Closing a Cash Drawer DiamondTouch Inc page DDD en a E a E NES 24 wut ang A R E RES 24 ea r A A R 24 AEE PE E E S E EEA 25 E EE E E 25 E T TE EE A E Ea as 25 Copyright 2007 DiamondTouch 5 5 Software Documentation TABLE OF CONTENTS 1 1 1 m S j rromnmmoaw gt s w gt s naw mm w
43. DiamondTouch will search each level for the first range that the total ticket value fits between therefore be sure to enter a very high dollar figure for your last point s level otherwise a particularly high ticket will receive no points at all See section 1 85 C for more information on viewing and adjusting individual customer points Copyright 2007 DiamondTouch 5 5 Software Documentation Page 140 3 50 Customers cont Delivery Areas Delivery Areas are used in conjunction with the customer and street database to automatically assign minimum order amounts and delivery charges to phone orders You may set a delivery area to simply alert the order taker that there is a set minimum order amount or you may wish to automatically assess a delivery charge to all orders under a set minimum You can also assess a delivery charge to all orders regardless of any minimum amount by area To access the delivery set up screen from the main menu touch Set Up select Customers and then touch Delivery Areas Diamond Touch Select Delivery Area Minimum Order lert Message Only Enforced Allow Override Description Enforced No Override Delivery Charge All Orders Under Minimum You may scroll through the 6 available delivery areas by using the list box in the upper center portion of the screen Each area can be set up with a description which will appear on the order entry screen an optional minimum order amount and a delivery c
44. Dispatched dispatched tickets DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 37 Before touching Finished to save the options note that the current user s name is also listed on the top right portion of the Display Options Set Up box This is a reminder that these options will be saved under this user s name for this terminal only Each time this user signs on and goes to Ticket Status DiamondTouch will search through the current day s tickets according to these search options The search options can be changed at any time of course If DiamondTouch cannot locate any tickets that meet the specified criteria then the Ticket Status screen will appear blank C Printing a Ticket Status Report To print the Ticket Status report touch the Print control Button at the lower left portion of the Ticket Status Screen All tickets found matching the selected sort criteria will be printed to that station s Windows default printer The report was designed to be printed on an 80 column printer D View amp Reprint Tickets To view a ticket select the ticket you wish to view by touching one of the white fields the ticket fields will turn blue once the ticket has been selected Next touch View Ticket A pop up box will appear displaying the basic details of the ticket you selected Press Finished to return to the Ticket Status screen If you wish to reprint the ticket touch the All Profiles button select
45. Menu please see section 3 15 A To add a Menu Modifier touch a Menu Item on the Smart Check and then touch Add Modifier on the Edit Control Bar The Menu Selection Control Window will automatically find the first available modifier list for the selected Menu Item The Edit Control Bar will once again be replaced by the Primary Control Bar since you will need your normal controls to add the menu modifiers If the menu modifier list you see is not the list you need you can use the Modifier control on the primary control bar to cycle through the available lists Remember if a list contained a required amount of modifiers you will need to Replace the modifier since you cannot add another modifier from this type of modifier list Quantity To increase the overall speed of Order Entry all Menu Items are automatically given a default quantity of one 1 This is because in the vast majority of cases one 1 will be the quantity of almost every item ordered To require the Order Taker specify a quantity of 1 for every item ordered manually would slow down the order entry process unnecessarily Changing the quantity of a Menu Item after it has been ordered is very simple process e Touch the Menu Item on the Smart Check e Touch the Quantity Button on the Edit Control Bar at the bottom of the screen e Enter the New Quantity and press Enter The new quantity along with any and all price changes will automatically be reflected on the Smar
46. Selection Window in the Lower Right quadrant of the screen and press Next The transaction by Ticket report contains the following information 1 Report name and access date 2 Individual ticket number 3 Time order was placed 4 Drawer 5 Cashier 6 Tender used 7 Amount paid 8 Ticket amount 9 Change amount To print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on an 80 column printer DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 73 2 35 Revenue Reporting cont B Transaction by Drawer The Transaction by Drawer Report will list all transactions on all terminals and drawers for the specified reporting period To allow Management the capability of creating its own custom reports DiamondTouch allows the user to export and view the Transaction Detail in Microsoft Excel without ever leaving DiamondTouch To view the Transaction by Drawer Report from the main menu screen touch the Reports button select Revenue and then select Transaction by Drawer from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired reporting period from the Report Period Selection Window in the Lower Right quadrant of the screen and press Next Transaction information is sorted by each terminal and drawer session At th
47. Streets Streets are displayed in alphabetical order and the display grid can also be used to edit and add to street records The Street Table in the Customer Database includes the following fields Name Street Name Up to 50 characters RgStart Range Start Integer to 32 000 This number is the starting address for this record To facilitate the mapping of delivery areas a single street can be divided by address ranges into as many records as necessary simply by grouping the starting and ending address ranges into separate records For example Main Street 100 499 could be one record and Main Street 500 999 could be a second record By assigning each record different delivery areas 255 Main Street could be charged a 2 00 delivery fee while 668 Main Street could be assessed a 3 00 charge because it is further away See section 3 50 E for more information on setting up Delivery Areas RgEnd Range End Integer to 32 000 ending address range MapGrid1 Map Coordinate Up to 4 characters MapGrid2 Map Coordinate Up to 4 characters CR Carrier Route Up to 4 characters Zip Zip Code Up to 10 characters StreetRecordNumInternal Use Long ZipRecordNum Internal Use The record number of the Zip Code Record AreaRecordNum Internal Use The record Number of the Delivery Area Record 1 6 for this street The street table can be initialized erased and re created by allowing DiamondTouch to automatically search a pre loaded Customer Table and
48. The Customer Totals Window displays the following information e Current Points This is an editable field that can be used for automatic accumulation and manual redemption of customer points for frequent diner awards programs etc Points can be earned based on a preset dollar points scale that can be adjusted by the user See Section 3 50 D for more information about setting up Customer Point levels The value in this field will increment automatically each time a ticket is saved To redeem point s levels recall this customer record and manually enter the new points total in this field e Total Points This is a read only field that will record the total points earned for this customer record This is a non resettable field from the Customer Information Screen Last Order This is the date of the last order for this customer Total Dollars Total Dollars purchased by this customer Total Orders Total Number of Orders Tickets for this customer Birthday This is a miscellaneous field that can be used to store a customer s Birthday for special marketing mailings etc DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 43 1 85 C Customer Information Screen cont Customer Information Windows cont 2 3 More Info The More Info Window displays the following information e Comments This is basically a memo scratch pad for noting any special issue or concerns related to this c
49. Up select Terminal and then touch the Terminal Configuration button on the right hand of the screen Diamond Touch Diamond Touch Terminal Configuration Terminal Number 1 12 51 13 09 12 2001 Default Service Type Busey Customer Window Orders Terminal ON Profile ON Waiting Automatic Street Search OFF OFF NOPORT Pick Up Cash Drawer 2 OFF To print the Terminal Settings touch the Print control at the lower left of the Terminal Configuration screen The report will be printed to the first local printer found on the system If no local printer is found the report will spool to the first system printer found For more information on setting up Local and System printers see section3 20 A To reset the Terminal Settings after making adjustments but before exiting the Terminal Configuration screen touch Reset All Once you exit the Terminal Configuration screen the currently displayed settings will be saved as the new settings DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 101 3 10 A Terminal cont Terminal Configuration cont 1 2 3 Default Service Type The Default Service Type is designed to save one touch at the end of Order Entry for terminals that will normally be using the same Service Type order after order If the default service type is utilized the default service type will be selected automatically for all new tickets The user can then simply touch Finish t
50. Up screen from main menu touch Set Up select Employees and then touch Security Levels N E E a TOON M ESE a TSN B E a C E E D E A E SEE E E E Ls E An E EME E Soe E pera E Seco a The security level functions are divided into three columns which roughly correspond to User Functions Order Entry Cash Out Driver Dispatch Manager Functions Reports Time Cards etc and System Set Up Functions To select a function touch the description The select function will be highlighted in yellow and will be displayed in the upper right portion of the form A short description of the function will appear in the help box and the current security level will appear just below To change the security level of the function use the left amp right scroll arrows When you have completed setting the security levels touch Finished NOTE You must exit DiamondTouch to activate these changes DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 137 3 50 Customers To process phone orders for take out delivery or any other service type DiamondTouch utilizes a Customer Database The database was designed using the Microsoft Access97 compatible 32 bit Jet Database Engine and includes tables for Customers Streets Delivery Areas and Zip Codes There is also a hidden table that is used to track customer order history All tables in the customer database can be accessed and viewed directly from M
51. a selection automatically Your Order Entry screen will return to Order Entry mode automatically because your change has been completed Of course with any feature this powerful there are a few ground rules One Touch Replacement of a Steak Dinner with a Large Pizza would not make a lot of sense since the Medium Rare and Baked Potato menu modifiers on the Steak Dinner would not make for a very appetizing Large Pizza This is why your Menu Designer has configured only certain Menu Items within a given Menu Category with the Allow Item Exchange feature See section 3 15 A for more information on Menu Configuration and Setup DiamondTouch will not allow you to automatically replace any item that has not been configured to take advantage of this powerful feature Under the above scenario it would probably be wiser to add or insert the Large Pizza and then simply Erase the Steak Dinner For Menu Categories with like modifier lists such as Soft Drinks Desserts Subs Sandwiches Pizzas Salads etc this single tool can provide a significant boost to your productivity DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 18 1 20 F Order Entry cont Smart Check User Interface cont 2 3 4 Modifier Replacement To replace any modifier with an alternate modifier from the same listing follow these steps e Touch the Menu Modifier you wish to replace on the Smar
52. abor report can be viewed for any employee or for all employees combined In addition to the 3D Bar Graph the Sales VS Labor Report also provides a detail report that provides the back up data used to create the 3D Bar Graph To view the Sales VS Labor Report touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Labor then select Sales VS Labor from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Next select a specific Employee Name or All Employees from the selection window that appears in the lower right quadrant of the screen Like all other Labor Reports the Sales VS Labor Report is based in part on employee time records Sales are only graphed if employee time has been recorded for the selected report date since the purpose of the report is to detail sales VS actual hours worked In addition the Labor Dollars calculated are based upon the hourly rates keyed in for the employees If no hourly rates are entered for the employees then the resulting labor costs will be reported as 0 00 for all hours Please see section 3 40 A for more information on setting up Employee Pay Rates To change the reporting date touch Report Date then use the Calendar Selection Screen to select a new reporting date You may browse through the possible dates using the scroll bars next to the month and year indicators To select a new date simply touch the date on the calendar and t
53. ached a terminal cannot print to another terminal s local printer System printers are those printers that are shared by the entire system and they are typically attached to the Server station via a Boca Board port expansion card typically configured to access serial ports 4 5 6 7 8 and 9 Kitchen and Bar printers are examples of system printers All terminals can print to system printers The most single most important concept that must be understood before setting up the system printers is that all printer ports used by the system are defined for the system just once To put it another way all stations operate with the same printer ports list Any edits done to the list of printers on any single station will be transferred to all other stations once those stations re connect to the system In the example below the Server has been configured with a local printer on Com2 a System Printer on Com 4 and another System Printer on COM 5 A local 80 column printer has also been set up on LPT1 Sat 2 has a single local printer on COM2 Sat3 has a local printer on COM2 and another on COM3 iD Printer 1 COM2 G G G Printer coma 6 Printer 4 COM 5 Printer 5 LPT1 80 Column Note that all terminals will be using the same printer list Printer number 1 will be COM2 on all terminals it will be checked local for the Server
54. adrant of the Manager Reports screen Select the desired reporting period from the Report Period Selection Window in the Lower Right quadrant of the screen and press Next DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 76 2 35 Revenue Reporting cont E Integrated CC Report cont The Integrated Credit Card Settle Correct Report contains the following information 14 Ticket Number 15 Time of Order 16 Status of the ticket Sale CC Tip Sale w CC Tip or Void 17 Type of credit card 18 Base amount of ticket 19 Tip Amount of ticket 20 Total Amount 21 Server Name 22 Card Number with encryption 23 Name of Card Member To print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on an 80 column printer F Cashier Summary The Cashier Summary Report is a breakdown of all cashier activity for the specified reporting period To view the Cashier Summary Report from the main menu screen touch the Reports button select Revenue and then select Cashier Summary from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired reporting period from the Report Period Selection Window in the Lower Right quadrant of the screen and press Next The Cashier Summary Report contains the following information 1 Repor
55. akes place within the amount of seconds specified in the Time Out field Use the left and right scroll arrows to specify the amount of seconds before the screen saver times out following no activity DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 104 3 10 Terminal cont B Utilities The Utilities screen is generally used by factory service personnel only to access various functions within your system There are 2 features that are designed for user access 1 Initialize PLU Table The PLU Table is used by the Food Inventory interface to assign meaningful inventory numbers to all items ordered The PLU table is designed to be perpetual that is if you change the contents of Menu Category 3 Item 7 from Blueberry Muffins to a Scotch amp Soda the PLU number for Blueberry Muffins will remain untouched and a new PLU number will be assigned to the Scotch amp Soda This is done to insure that the historical reporting of your inventory system can keep up with the dynamic requirements of your Order Entry menu If you wish to automatically re assign numbers to your PLU Table essentially starting from scratch with PLU 1 then touch the Initialize PLU Table It is recommended that this only be done after closing the day to insure that PLU items remain consistent throughout the business day If you are not using the optional Food Inventory package you may disregard this feature entirely 2
56. alk you through the process step by step To access Auto close from the main menu touch Report and then select Close Day The Balance Cash screen will appear and ask if you would like to begin the Auto Close procedure 1 54 15 PM DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 93 2 80 Close of Day cont A Auto Close cont To continue touch yes on the pop up box Next the Auto Close process will ask you if the totals on the Revenue Reconciliation portion of the Balance Cash screen are correct Always answer no to this pop up box This will allow you to correctly enter all transaction totals in on the next pop up box Now enter all the correct amounts on hand in your cash drawer and then touch next Below is an example of why it is important to always select NO in the pop up box verifying if totals are correct Ticket Ticket Amount Tender type used Tender type entered by employee 1 11 10 Cash Check 2 13 26 Visa Cash 3 14 00 Check Check 4 21 56 Visa Cash DiamondTouch has the following amounts recorded Cash 34 82 Check 25 10 Credit Card 00 00 Actual amounts in cash drawer Cash 11 10 Check 14 00 Credit Card 34 82 DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 94 2 90 Time Cards To access the Employee Time Cards touch the Reports control on the main menu then touch Time Cards The Time Card function is protected by a dedic
57. amp Time Drawer was closed 4 List of all Users Signed on to the Drawer 5 Starting Cash Amount 6 Cash In Receipts 7 Checks In Receipts 8 Each Credit Card Alternate Tender Amount 9 Cash Pull Amount 10 Pay Out Amount 11 Reimbursement Amount 12 Total 13 Sub Total Cash Only All totals are saved and can be viewed on the Closing Register Summary Report Section 2 35 B All transactions are also saved and can be viewed on the Transaction Detail Report 2 35 A DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 33 1 50 Table Management DiamondTouch includes a very flexible integrated Table Management module for your Dine In operation In fact many users find that they can use the Table Management Floor Plan style user interface as the main screen from which to run their operation Table Management provides 2 primary functions e Ticket Access New amp Recall via a Graphical Table Floor Plan Interface e Table Status Management Before launching into Table Management a few words about how DiamondTouch manages Sections will assist you in understanding the Table Management interface Table Sections DiamondTouch allows for up to 26 different Sections of tables For many operations with less than 40 50 or so tables a single section can represent the entire floor plan There are however some distinct advantages to breaking up an operation into sections e Isolating
58. ample would add a line item on the ticket that appears as follows Above Discount 3 45 Note that the discount is calculated at the time the discount is issued If items are subsequently added the amount of the discount does not automatically recalculate If automatic recalculation is required as new items are added then the Price Adjustment feature should be used instead of the Above Discount feature see below Price Adjustment Price adjustments offer a more flexible way to apply percentage discounts or gratuities to an entire ticket Up to 10 different Price Adjustments can be programmed in advance each with their own security level see Section 3 25 E for more information on setting up your Price Adjustments In addition a floating Price Adjustment has been provided which allows the user to enter a special description and adjustment level for each ticket To apply a Price Adjustment touch Advanced Functions Price Adjustment then touch the desired Price Adjustment for example Employee and press OK Once a price adjustment has been assigned to a ticket it appears at the bottom just after the subtotal amount as follows Employee 50 12 50 Note that taxes are calculated per the amount of the subtotal and price adjustment together So in the case of a price adjustment that is a discount the effective tax will be lower Also note that all Price Adjustments will be tracked and reported in the Price Adjustmen
59. and then touch Erase Note that no actual report data is deleted only the reporting period From To dates The Reporting Period can be re created in seconds from the Reporting Period screen Press Finished to return to the Reporting Period Screen To create a new reporting period select the reporting period type from the four choices provided in the upper left portion of the screen Next use the From date selection window to select the first day of the new reporting period Use the To selection window to select the last day of the new reporting period Note that the report description is displayed in the small window in the middle left hand portion of the screen as selections are made Once the report type and from to date ranges have been made touch the Save button to save the new reporting period You may view the new period by touching the Review Existing Reporting Periods control The new Report Period will be listed in the appropriate window When completed press finished DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 89 2 50 Custom Reports cont Daily Server Sales By Item The Daily Server Sales by Item Report is a report of sales for a selected Menu Item broken down by Server The Daily Server Sales by Item report is very useful for tracking performance on sales contests for specials etc The report display also provides a scrollable control set to browse through the various Me
60. ant of the screen and press Next Scroll through the category and or items button in the Lower Right quadrant of the screen Once the desired Category and Item have been selected touch Next The Processing Data bar will appear while the information is being compiled The Period Item Sales Report provides the following information 1 Report Title 2 Report Week 3 Sales for Category and Item 4 Server 5 Quantity 6 Sales 7 Number of Tickets DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 61 2 20 A Labor Reporting Daily Labor Reports The Daily Labor Report provides a detail listing of every employee shift worked for the selected date and includes hours worked labor dollars spent and sales generated To view the Daily Labor Report touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Labor then select Daily Labor from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen The Daily Labor Report will be displayed for the current reporting date If the report is being viewed for the first time then the default date will be the current date To change the reporting date touch Report Date then use the Calendar Selection Screen to select a new reporting date You may browse through the possible dates using the scroll bars next to the month and year indicators To select a new date simply touch the date on the calen
61. are Documentation Page 97 2 95 Back Office A Daily Sales Report Daily Sales Report provides an overall look at sales To access the Daily Sales Report from the main menu touch Reports select Back Office select the appropriate day from the calendar on the screen and then select the Daily Sales button DiamondTouch 25 50 75 150 200 u u UW eentn f The Daily Sales Report provides the following information 1 2 3 Service type dine in delivery etc Number of orders Number of patrons Total amount for each service type Percentage of Sales for each service type Average sales amount Net Sales Adjustments Sub Total 10 Sales tax 11 Gross sales DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 98 2 95 Back Office cont B Daily Performance Report To access the Daily Performance report from the main menu touch Report select Back Office select the appropriate day for your report and then touch the Daily Performance button The report will appear on the left side of your screen To enlarge your view of this report touch the zoom button at the bottom of the screen DiamondTouch Q EZY e 150 200 The Daily Performance Report provides the following information 12 Sales by Category Group 13 Receipts Summary by Payment Method including all tenders 14 Revenue Summary including Pay Ins Pay Outs Reimburs
62. are not blocked The one exception is when you have also checked the No Item Skip checkbox described below With this option checked tickets will still only print at the bar if drinks are included on the ticket but No Item Skip will cause all items on the ticket to be printed no items will be skipped The Copy control allows you to copy a pattern to another pattern To use the copy function first select the pattern you wish to copy by touching the pattern control 1 12 Next touch copy then touch the pattern you wish to copy the pattern to Blank Lines Preceding Ticket and Blank lines After Ticket are used to adjust the number of lines 1 3 before and after the ticket There are 12 check boxes that are used to turn on or off specific features for each pattern These are described as follows e Full Ticket on Edit Normally when tickets are recalled and items are added to the ticket the ticket will only print the added items This is to prevent the cook from making the same food twice There are some situations such as guest checks or delivery tickets where you will need to see the complete ticket even if only one item was added If you have checked Full Ticket On Edit the ticket will print with an Updated Ticket header and will include all items when items are added e Customer Separations on tickets this option will cause the ticket to print subtotals and tax amounts after each customer separation added to the ticket See
63. atch type tickets found with customer names will appear alphabetically in a scrolling list Simply select the name and press recall ticket The ticket will appear in the Order Entry screen If you wish to recall the ticket by name in order to cash it out then it may be preferable to first touch Cash Out from the Main Menu From the Cash Out screen touch Enter Ticket then touch Names from the keypad as noted above After selecting your ticket the items ordered and total amount will load automatically into the Cash Out Screen The Cash Out screen is discussed in greater detail in Section 1 35 To make the Ticket Recall by Name feature more useful for the applications most likely to use it DiamondTouch automatically filters out orders associated with Dispatch Service Types This way the list of names is not lengthened unnecessarily with Delivery orders for example that are best recalled by Phone Number See Section 3 25 A for information on setting the Dispatch property for Service Types Recall by Customer Phone Number For Phone Orders DiamondTouch offers a completely transparent method to recall a ticket by phone number Each time a phone order is placed either manually or with the optional Caller ID interface DiamondTouch scans the open orders for matching phone numbers If one or more are found a pop up window appears displaying the tickets If there is more than one ticket left and right indicators provide the
64. ated security level so the user must have a security level at least as high as the level set for Time Cards before this function can be accessed MORRISON DAVID Viewing Employee Time Cards To view an employee s time card for the current period select the employee name from the list provided in the upper right portion of the screen Note that you can scroll through the list of employee time cards by using the up down arrows on your keyboard to move through the list of employee names Each time card will list the employee name record number and the pay period at the top of the time card For each Clock IN line the day of the week date and time IN and job code will be listed For each Clock OUT line the day of the week date and time OUT total time worked and declared tips are shown At the bottom of the time card the total hours for each job code are listed and totaled Total tips are shown at the very bottom of the Time Card Printing Employee Time Cards To print the employee time card currently displayed touch the Print control at the bottom of the screen The time card will be printed to the first local printer found on the system If no local printer is found then the time card will print on the first system printer found See section 3 20 A for more information on setting up local and system printers DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 95 2 90 Time Cards cont C View
65. ategory will sort items by category and print them in category order e Consolidated Item Pricing DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 128 3 25 Tickets cont C Profile Assignments Profiles link a single pattern number to a single printer number and are displayed to the order taker just before each order is completed Each profile can be thought of as an assignment to the system to print the ticket to a designated printer according to a selected pattern To access the profile screen from the main menu touch Set Up select Tickets and then Profile Assignments Select a Service Type Printer Ee Pattem Select a Ticket Profile This Ticket Profile m customer Customer Will Print to This ae In the above example 4 Service Types have been set up Dine IN Carry Out Delivery and Waiting To view the profiles for each service type touch the desired service type control at the top of the screen The profiles are displayed on the lower left portion of the screen To select a profile touch the profile printer icon In the above example the user has selected the Guest Check Pattern Each profile contains 3 pieces of information e A Ticket Profile Name enter this in the text entry box beneath This Ticket Profile on the right of the screen Ticket profiles that do not have a name will not be activated during order entry e A Printer Number Select the printer number by touchi
66. ation For Dine In this will be the Section and Table Number For Phone Orders this will either be the customer s address or the last name of the customer if no address was given e Elapsed The amount of time between the last time items were added to the ticket and the current system time DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 36 1 60 A Ticket Status cont User Display cont e Driver For Service Types set to Allow Dispatch See Section 3 25 A this column will display the name of the Driver If the ticket has not yet been dispatched then the column will display either Dispatch Due Green Dispatch Over Due Yellow Dispatch Late Red If your Animated Controls function has been turned on Section 3 10A then any Over Due or Late tickets will also be accompanied by an animated rotating beacon display e Out For Service Types set to Allow Dispatch See Section 3 25 A this Column will display the time that the driver left with the order e In For Service Types set to Allow Dispatch See Section 3 25 A this column will display the time that the driver returned To navigate through the lists of tickets use the Up Down arrow control buttons to move up or down the list of tickets one at a time To move up or down one page about 8 tickets at a time use the Page UP and Page DOWN control buttons also located at the right of the screen Adjusti
67. ation on local and system printers When you have finished setting up your coupons touch Finished DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 130 3 25 Tickets cont Price Adjustments Price Adjustments are fixed percentage discounts or gratuities available to Order Takers during order entry Unlike the price and percentage discounts Price Adjustments automatically recalculate the amount of the adjustment as the order is edited To access the Price Adjustment set up screen from the main menu touch Set Up select Tickets and then Price Adjustments Diamond Touch Choose Enter Enter Discount Gratuity Name or Reason Percent Security Senior Citizen Ls ee E C e C Za eae el Party Of 6 or More 15 1s jos DiamondTouch allows up to 10 fixed Price Adjustments Miscellaneous adjustments are also available see section 1 20 E for more information To set up a price adjustment first indicate whether the adjustment will be a gratuity added amount or a discount subtracted amount by touching the Discount Gratuity control in the far left column Next type in the Price Adjustment description in the text box provided and enter a percent amount between 1 and 100 i i i Dedicated security levels are also available for each Price Adjustment Select the minimum security level required to apply the price adjustment Users with security level below the selected level will not have the
68. ays add Ready Time to any ticket by touching Advanced Functions then Ready Time On the keypad that appears on your screen simply enter the number of minutes from the current time that the order must be ready Once Ready Time has been entered when the ticket is printed the bottom of the ticket will read in wide print Ready Time 12 45 Tax Exempt Tax Exempt is used to eliminate all taxes from a specific ticket Once a ticket has been marked as tax exempt this same control can be utilized to remove the tax exempt status from the ticket by returning it to Taxable status DiamondTouch offers the ability to configure 10 different tax categories and assign a tax category to each item individually Additionally tax exempt status can automatically be assigned to a specific Service Type The tax exempt button is generally only used to change the tax status of a single ticket See Section 3 15 C for more information on Tax Set Up DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 16 1 20 Order Entry cont F Smart Check User Interface One of the most powerful features in DiamondTouch Order Entry is the way in which the user can interact with the graphical Smart Check display More than simply a display of the order as it is entered this Smart Check user interface can also be used to intuitively edit the ticket in a number of remarkable ways To edit a ticket at any time during the order sim
69. be cutting you probably have an Epson mode printer and you should select Type 3 or 4 Type 5 is to be used for the C Itoh Label and Barcode Blaster Label printers To add a printer to the printer set up screen touch the Port Name description field for the printer you wish to add select the port and type you wish to use and touch ADD Printer If you do not select a port and type the printer will not be added To delete a printer touch the Port Name description field and then REMOVE Printer NOTE You should not remove any printers before removing them from your printer profiles first See section 3 25 C for information about printer profiles NOTE Remember that when you add or delete printers from the Port Name description list they will also be added or deleted to all other terminals in the system The Reset control will return all settings to the last saved version before you entered the printer set up screen For report printing select the HP Printer button at the top right hand of the Printer Set Up screen Note You must exit DiamondTouch and restart the program for the changes to be saved DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 123 3 25 Tickets DiamondTouch prints tickets to designated printers according to user designed patterns Profiles which link a printer and a pattern are set up by the system designer for each defined Service Type Printer set up was covered in the
70. ble to make the red check appear To disable a feature deselect the circle The Service Type features available are described as follows Ready Time Service Types checked for ready time will automatically prompt the order taker for the Ready Time in minutes before each order can be completed This adds some extra touches to every order so this feature should only be checked if you need to print ready time at the bottom of every ticket for a particular service type In the above example only Carry Out orders will prompt the order taker for ready time Delivery Charge If you are using automatic delivery charge by customer street area you will see your delivery charge at the bottom of all phone orders for a particular area However you will probably not want to charge your Carry Out phone orders for delivery since the customer is doing the driving Therefore the above example only shows a delivery charge for delivery orders only Allow Dispatch will cause all open tickets for a selected service type to appear on the delivery dispatch screen see section 1 90 C for more information on driver dispatch This designation will also cause all tickets from the selected service type to appear on the ticket status screen with delivery status information see section 1 60 Generally most operations will only check the Delivery service type for Allow Dispatch Tax Exempt will remove all taxes from a ticket for the selected service type This can be u
71. bly be used for not only every steak dinner but perhaps many of your other entrees as well Most of the settings on the modifier list are self evident the Name on Ticket Name on Button and Price fields work the same as the Item Set Up screen described in Section 3 15 B The half price field is for modifiers that might be used on only half of the item such as a Pizza This allows the menu designer to charge something other than actual half price for a modifier The Modifier List Description field is optional but can become very handy for the menu designer when the modifiers are attached to the Menu Items or when printing the menu report To assign a Picture to a Modifier touch the square control next to the browse label and select a picture from the Bitmap library that appears The picture filename is loaded automatically this field should not be edited manually without assistance from your Rockland technical representative DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 119 3 15 C Menu Set Up cont Modifiers cont Change List is used to access a different modifier list Enter the number in the keypad that appears and press next to access another modifier list Add New List is used to add a blank modifier list The list number will be assigned automatically using the next available list number Copy List will copy the existing list to a newly created list This can be very useful if you are u
72. buttons on the left side of the screen and type a Button Description and a Ticket Description in the text boxes provided in the top center portion of the screen Once the descriptions are added the tender key will appear on the Cash Out screen You may also wish to automatically print a credit card or memo slip for each transaction Check the Print Supplemental Receipts button for each tender method you wish to print a slip and check the Print CC slip check box When the tender key is pressed during the transaction the system will also prompt the user to swipe their credit card When you have finished setting up your tender keys touch Exit DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 132 3 30 Cash Register cont Paid Out Accounts Paid Out accounts are used to track cash pay outs from a Cash Drawer Paid Outs are typically set up for vendors that are paid on a cash basis during the business day To access the Paid Out Set Up screen from the main menu touch Set Up touch Cash Register and then touch Paid Outs To set up or edit a Paid Out Account touch one of the Paid Out control buttons and type in the new description Once entered the paid out description will appear as an option during a paid out transaction See section 1 40 H for more information on Paid Out transactions Paid In Accounts Paid In Accounts are designed for payment on a customer s account To access the Paid In screen
73. capability of applying the selected price adjustment See section 3 40 for more information on setting up security levels When you have completed setting up your Price Adjustments touch Exit DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 131 3 30 Cash Register Starting Cash Starting Cash is used to automatically enter a starting cash amount for the entire store onto the Balance Cash report based on the day of the week The starting cash amount can be edited on the balance cash report so this feature is simply a handy time saver it is not an enforced starting cash amount To access the Starting Cash set up screen from the main menu touch Set Up select Cash Register and then Starting Cash Enter the amount for each day in the next boxes provided When you have completed all of the starting cash amounts touch Exit Tender Options Tender Options are any payment method used other than Cash or Check during a Ticket Cash Out transaction See section 1 35 for more information on cashing out a ticket Tender Options could be MasterCard Visa a billable account or even a coupon Tender Options are simply ways to track alternate methods used to satisfy the amount owed on each ticket To access the Tender Options set up screen from the main menu touch Set Up select Cash Register and then Tender Options Alternate Tender Key Set Up To add a tender method touch one of the 10 tender control
74. ch to use To access Launch ISI touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Utilities then select Launch ISI from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 91 2 60 C 2 70 Utilities cont Launch Chef Tec Chef Tec is a third party inventory software program that must be purchased and loaded on DiamondTouch to use To access Launch Chef Tec touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Utilities then select Launch Chef Tec from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Launch Optimum Control 2001 Optimum Control 2001 is a third party inventory software program that must be purchased and loaded on DiamondTouch to use To access Launch Optimum Control 2001 touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Utilities then select Launch Optimum Control 2001 from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Options Export Inventory Export Inventory Report provides information on the inventory available The report is used in conjunction with your inventory system The following information is provided on the Inventory Report 1 PLU number 2 Item sold 3 Quantity sold
75. changes are made to the ticket To reprint from Order Entry recall the ticket and press Finished then Finish The ticket will reprint at a selected station as long as you re print setup was configured to do so For more information on setting up local and system printers please see Section 3 20 DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 24 1 35 Ticket Cash Out Ticket Cash Out provides an on screen Cash Register from which you can settle payment for a single ticket Payments can be made to Cash Check or to any one of ten 10 alternate Tender Methods VISA MasterCard Coupons Employee Comp etc that have been configured for your system Split tenders are also easy to perform as are split tickets where individual items on a ticket can be highlighted one at a time or in groups of items for payment And yes you can even do split tenders and a split ticket at the same time with the same ticket Each tender operation is stored as a separate transaction for reporting purposes Transactions can even be exported to Microsoft Excel for even more detailed reporting Before you can ring up a transaction your DiamondTouch terminal must first be configured with a Cash Drawer Section 3 10 A and the user must carry the proper security level Section 3 40 B Physical cash drawers can be integrated but are not required DiamondTouch can easily be configured with a Virtual Cash Drawer that sim
76. ction There are some situations however where a more descriptive text description is more appropriate specialty coupons are one example If a longer description is absolutely required you can select the Long Ticket Name on Button option This will cause the description you have entered for the ticket to appear on the button during order entry the wording will wrap on the button Because the word wrap will cause the letters to appear a bit higher on the button use of any graphical cues may obscure the text description therefore you may wish to select a very simple graphic or no graphic at all for this option Keep in mind that text only buttons will slow down your order taker graphical cues can be located much faster than reading through a series of buttons This feature should therefore be used very sparingly if at all DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 117 3 15 B Menu Set Up cont Items cont 2 Advanced Features cont Lock PLU This feature is only used in conjunction with the optional inventory program To support an optional inventory interface DiamondTouch keeps track of a series of PLU numbers These numbers are used by the inventory program to link to a recipe database To maintain historical integrity of the PLU numbers DiamondTouch will automatically assign a new PLU number to an item if it sees that the menu designer has changed the item description If you w
77. d 2 Ticket number for each ticket 3 Table Number for each ticket 4 Guest Count for each ticket 5 Server Name for each ticket 6 Service Type for each ticket 7 Order Time for each ticket 8 Quantity Description and Price for every item on every ticket 9 Subtotal Tax and Total for each ticket 10 Itemized register transaction detail for each ticket including the name of the cashier the tender method amount tendered change amount the terminal number and cash drawer number and the time each transaction occurred 11 Itemized delivery detail for each ticket including the driver name time out customer s phone number time in and delivery address 1 Ticket History Report In addition to saving all of the final information for each and every ticket DiamondTouch also saves each previous version of each and every ticket This allows management to review any changes made to the tickets during the day and to also view the earlier status of tickets edited to lower value voided or re assigned to different drivers To view the Ticket History report touch the Reports control on the main menu From the Manager Reports main menu touch Ticket Detail then select Ticket Detail from the Sub Menu in the lower left quadrant Next select a report date and then select the ticket from the summary report window that you wish to view Touch the ticket number row on the report display and then touch the Ticket History control that app
78. d for customers that have not ordered within the past 45 days will receive a coupon To access the Coupon set up screen from the main menu touch Set Up select Tickets and then touch Coupons Diamond Touch his Coupon Expires in 30 Days Coupon Good for 2 00 off Your Next Order ie ae b To view and or edit the New Customer Coupon touch the New Customer control To view and or edit the Lazy Customer coupon touch the Lazy Customer control Each coupon allows up to 7 lines of text To edit the line of text touch the text box and type in the new line Touch the Red Print Wide Print and Center Text check boxes to enable those features for each line For printers that support red print the checked lines will print in red Other printers such as thermal printers may print these lines in reverse white on black print For the Lazy Customer use the list box in the upper right portion of the screen to set the minimum number of days since the last order before the coupon will print Note that coupons will only print to profiles that used patterns with the Print Coupon check box selected This allows you to print coupons to only those printers that actually print the customer tickets To print a sample coupon touch the Print Coupon control button The sample coupon will print to the first local printer found If no local printer is found then the coupon will print to the first system printer found See section 3 20 A for more inform
79. dar and press OK The Daily Labor Report provides the following information for each employee that clocked in for the selected report date 1 Employee Name Social Security Number amp Record Number 2 SC Service Code 1 5 declared by the employee during clock IN 3 IN Time 4 OUT Time 5 Time Total time worked in hours and minutes RgHrs Regular Hours Hours are considered regular unless the employee has exceeded 40 hours for the 7 day reporting period 6 OTHrs Overtime Hours Any time worked past 40 hours for each 7 day reporting period are counted as overtime hours RgLabor Regular Labor Regular labor is calculated according to the following formula Regular Hours X Employee Regular Pay Rate The employee Regular Pay Rate is the amount entered on the Employee Set Up form for the indicated Service Code See section 3 40 A for more information on setting up employee pay rates OTLabor Overtime Labor Overtime Labor is calculated according to the following formula Overtime Hours X Employee Overtime Rate The employee Overtime Pay Rate is the amount entered on the employee Set Up form for the indicated Service Code If no amount is entered under employee Overtime Rate then the Overtime Pay Rate is calculated to be the Regular Pay Rate for the indicated service code multiplied by 1 5 See section 3 40 A for more information on setting up employee pay rates 7 Tips Any tips declared by employee during Clock Out 8 Sale
80. ded to the ticket and that pertain to the station to which they are printed For example added drinks will print at the bar printer while added salads will print at the salad make table Of course printing options are fully configurable by the user See section 3 25 Revised Tickets A revised ticket is a ticket that has been recalled but has undergone a more complex editing process than just a simple added item Items may have been erased or replaced quantities may have been changed etc Revised tickets will always be reprinted in their entirety to all stations it is the responsibility of the person reading the ticket to compare the original order and note any changes Updated Tickets An updated ticket is a special type of ticket In the printer setup options tickets can be set up with an option called Full Ticket On Edit Full Ticket On Edit means that even if only one item is added to a ticket the entire ticket will be reprinted While this feature probably would not be used in the kitchen it can be useful in other situations such as with Guest Checks that are to be presented to customers and Delivery Checks that always need to have every item listed These tickets will be designated as Updated Tickets to notify staff that they are all inclusive and may include items or changes not included on the original ticket Reprinted Tickets Reprinted tickets are just that reprinted They do not contain any changes
81. ders divided by the number of days between the first order and the report period date Days SLO Days Since Last Order This is the number of days between the last order date and the last date of the reporting period f Total Current Orders for each repeat customer These are the total orders placed during the reporting period 4 Graphing New VS Repeat Customers To display an Area Line Graph of New vs Repeat Customers touch the Display Chart Control at the bottom of the Monthly Customer Report Screen The graph will display new customers in Red Repeat Customers in Green Monthly Customer Report for October 2001 Lau 100 8a o New Customers l i Repeat Customer i Print Swap View Next Finished ozz Ss To view alternate angles of the graph touch the View Next Control To move the repeat customer data to the foreground touch Swap Columns To print the graph touch Print to send the graph to the windows default printer The graph can also be sized and positioned dynamically by holding down the control key on the keyboard and moving the graph by touching the touch screen To return touch Finished DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation 2 45 DiamondTouch Inc Customer Reports cont All Customers New VS Repeat The All Customers New vs Repeat Report provides New and Repeat Customer data for all customers in the system To view the All
82. displayed on the screen the cash drawer will open and a receipt will print if your system has been configured to do so See section 3 10 A for the Cash Drawer configuration options Split Tender Transaction For a split tender transaction remember to always key in the lowest tender amount first so that the tender will not finalize prematurely For example let s say that a customer wishes to pay for a 15 00 ticket with a 2 00 Coupon and a 20 00 bill The proper tender operation would be to first key in the 2 00 coupon and allow the register to show 13 00 still due Next key in the 20 00 cash so that the register will properly show the 7 00 change owed to the customer If the 20 00 is keyed in first then the 15 00 amount of the ticket would be more than satisfied the transaction would be over and the 2 00 Coupon could never be entered Worse the amount owed the customer would incorrectly show 5 00 resulting in an under ring condition The drawer would now be short 2 00 cash and over 2 00 in coupons collected It is therefore a good habit to always key in the smaller amount first Also note that once a split tender operation has started you must complete the transaction before exiting the Cash Out form DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 25 1 35 Ticket Cash Out cont C Split Ticket To ring up a Split Ticket transaction access the cash out screen and enter a ticket nu
83. dit Control Bar which provides the ability to perform all of the Editing Ticket functions Editing Ticket mode provides for a number of editing operations all of which can be performed with a minimum number of screen touches These operations are discussed in more detail below 1 Automatic Menu Item Replacement To speed up your editing operation the Smart Check assumes that you want to replace the selected item until you indicate otherwise as soon as you touch any line item This is why the Menu Selection Control Window automatically finds the listing containing your selected item Whether it is a Menu Item from the Drinks Category an Included item from the Includes List or a Cooking Instruction from an optional Modifier List Smart Check finds that list to facilitate a One Touch Replacement This feature is particularly useful for operations that include Pizzas on their menu For example let s say your customer has ordered a Medium Pizza with New York Crust Tomatoes and Onions on the Whole Pizza 2 Pepperoni Sausage and Extra Cheese and 1 2 Green Peppers and Meatball Then after completing the order your customer has a sudden change of heart and decides to make this a Large instead of a Medium Simply touch the Medium Pizza on the Smart Check and the Menu Selection Control Window will display all of your Pizza choices Touch Large Pizza and watch all of the modifiers and prices on the check adjust to the Large Pizz
84. ditional information on Cashing Out tickets Ticket Status The Ticket Status screen provides the user with the ability to browse through the current day s tickets to View Reprint Recall or Cash Out a particular Ticket and to print a report of the current day s tickets to a printer The Ticket Status screen also enables each user to customize the display properties to sort only those tickets that match a certain Service Type or Types Server Name Driver Name Sort Order or ticket status relative to the dispatched and or open VS cashed out status of the ticket For Delivery Operations the Ticket Status Screen also displays the elapsed time since the order was placed with color coded alarms to graphically indicate the dispatch status This way a Manager can quickly spot any orders that are slipping past the standard delivery times being quoted to your customers Animated red and yellow beacon alarms can assist in letting everyone know where attention needs to be focused if orders start to slip during peak periods User Display The Ticket Status screen displays the following information updated about every 15 seconds e Tkt Ticket Number e Time The last time Items were added to the ticket e Ordered By The Name of the Employee that took the order e Total The total current value of the ticket e Status Open Closed Cashed Out or VOID e Service Type One of 8 Possible Types of Service Dine In Take Out Delivery etc e Loc
85. e Water and Coffee Let s say that a guest has ordered a coffee with cream and sugar which are modifiers attached to the coffee item If you check allow item exchange for all drinks then an order taker would be able to touch the coffee on the smart check interface and swap it with the Orange Juice The customer might then end up with an Orange Juice with Cream and Sugar or a coffee with a shot of vodka if that was the modifier occupying the same slot on your modifier list When an item is exchanged automatically on the Smart Check interface all modifiers are also exchanged with those occupying the same relative position on the list If an item is ordered with a selection made of the 3 5 and 9 modifiers on the first list and the 8 modifier on the 2 list then those same modifier positions will be read for the replacement item and those modifiers will appear on the ticket Therefore the makeup of the lists should be identical in terms of number of modifier lists and number of modifiers in each list Of course if there are no modifier lists for all items within a category then they are certainly good candidates for the Allow Item Exchange feature Long Ticket Name on Button As mentioned earlier the ticket description for an item is 20 characters long whereas the caption designed for the button itself is on about 11 characters long this is because the picture on the button does most of the work for fast identification of the sele
86. e amount of Cash Pulls Driver Reimbursements No Sales Pay Outs and provides a quick means to display transaction data Additionally two 2 special types of transactions are actually performed from the Register Information screen Pay Outs and Cash Pulls Finally the Cash Drawers are also closed from the Register Information Screen The following requirements must be met before you can access Register Information At least one Cash Drawer must be set up for your terminal Section 3 10 A Your user Security Level must permit Drawer Access Section 3 40 B You must be signed on to a Cash Drawer See Below The Cash Drawer must be opened See Below A Signing On to a Register Signing On to a register is easy The first time you attempt to view Register Information or run a Cash Out Transaction Diamond Touch will prompt you with User is not signed on to a Register Do you wish to sign on to Drawer 1 If you wish to use Drawer 1 simply touch Yes If your terminal operates with 2 Cash Drawers and you wish to use Drawer 2 simply say No and then answer Yes when DiamondTouch asks if you want to sign on to Drawer 2 Once you have signed on to a cash drawer you will remain signed on until the drawer has been closed out you will not need to sign on again for every subsequent transaction B Opening a Cash Drawer If the Cash Drawer to whom you wish to sign on has not yet been opened DiamondTouch will notify you wi
87. e from the Report Date Selection Window in the Lower Right quadrant of the screen and press Next The Daily Item Report provides an even more detailed view of the daily sales make up by menu selection than does the Net Sales Summary by Category The Daily Item Report includes the following information sorted by Menu Category and Menu Item number a Quantity for each Menu Item b Dollars for each Menu Item includes value of ordered menu modifiers c Percentage of Net Sales for Each Menu Item d Average Sales Value of each Menu Item e Footed totals for each category including the Quantity Sold Dollars Percentage of Net Sales and Average Value To make the report more readable and to save paper the Daily Item report will only print information for defined menu items that were sold during the reporting period To print the report touch the Print control at the lower left of the report display screen The report will print to your Windows default printer This report was designed to print on an 80 column printer DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 55 2 10 C Sales Reporting cont Daily Modifier Report To view the Daily Modifier Report touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Sales then select Daily Modifier from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired
88. e reporting period is not limited to a single reporting day but is user definable for any range of dates To save a step when calling up reports Reporting Periods are defined in advance using the Reporting Period tool found under Custom Reports This way once the user has defined a week month or other reporting period once it does not have to be repeated each time a report is pulled See section 2 50 A for more information on defining reporting periods To view the Period Item Reports touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Sales then select Period Item from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired reporting period from the Report Period Selection Window in the Lower Right quadrant of the screen and press Next DiamondTouch will display a progress bar while the report is built For more information on data detailed in the Period Item Report please refer to the Daily Item Report descriptions in Section 2 10 B To print the report touch the Print control at the lower left of the report display screen The report will print to your Windows default printer This report was designed to print on an 80 column printer Period Modifier Reports The Period Modifier Report is identical to that of the Daily Modifier Report with one exception the reporting period is not limited to a single reporting day but is user definable f
89. e report display screen The report will print to your Windows default printer This report was designed to print on a 80 column printer DiamondTouch allows you to export your labor information in a format accessible by ADP The ADP Export button at the bottom of the Period Labor Reports screen can be saved on disk or email directly to ADP for payroll processing Productivity Reports The Productivity Report provides a 3D Bar Graph displaying the average Sales Per Hour ratios for each sales hour in the selected reporting date as well as a cumulative average sales per hour ratio for the selected reporting date In addition to the 3D Bar Graph the Productivity Report also displays a Sales Per Hour breakdown that includes the back up data used to compute the averages The Productivity Report can be viewed for any employee or for all employees combined To view the Productivity Report touch the Reports button on the main menu screen From the Manager Reports main menu touch Labor then select Productivity from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Next select a specific Employee Name or All Employees from the selection window that appears in the lower right quadrant of the screen Like all other Labor Reports the Productivity Report is based in part on employee time records Sales are only graphed if employee time has been recorded for the selected report date since the purpose of the report
90. e top of each terminal drawer session the report will list the terminal number drawer number and the time the session was closed for this drawer Detailed for each session is the following information 1 Time the transaction was processed in military time format 2 Ticket number alternate transaction code Alternate transaction codes are SC Starting Cash See Section 1 40 B SB Starting Driver Bank See Section 1 90 B RB Returning Driver Bank See Section 1 90 G CP Cash Pull See Section 1 40 G PO Paid Out See Section 1 40 H PI Paid In NS No Sale See Section 1 35 D 3 Description Ticket transactions will include the full ticket value under this heading 4 Cashier this is the name of the employee that was signed on to the terminal when the transaction was processed 5 Amount this is the amount that was keyed in for this transaction 6 Tendered This is the Tender Method Cash Check Credit Card etc In the case of a Driver Reimbursement transaction the name of the driver is listed instead 7 Chg Due a running total of how much of the total value is still due or the amount of change that was issued for this transaction Driver bank transactions will list the type of bank transaction under this column The Transaction by Drawer Report also includes footed totals for Total Transactions Subtotal Dollars Less Change amount and the Total Amount To print the report touch the Print control at the lower lef
91. ears on the lower control DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 66 2 25 Ticket Detail Reporting cont B Ticket Detail Reports cont 1 Ticket History Report cont me Ticket History Pizza Shop 12 267 of Ticket 0002 Edit History Report Ticket Detail Report for Current Perio 0001 Table A 000 Guests Baked Potato Baked Potato Coors Gold Light ship Pork Chops Mashed Potato Asparagus Sprite Calzone 1 Baked Potato No Ham 1 Coors Gold House Sal 1 Light Ship Ranch 1 Pork Chops s Mashed Potato The ticket history report displays the following information a Report header including title of report date report is viewed ticket number and the ticket date b For each version of the ticket that was saved and or printed the ticket number time service typeand an itemized list of each line item including the quantity description and price c For each version of the ticket the delivery history including Driver address time OUT and time IN To print the Ticket History report touch the print control on the Ticket History Pop Up window The Ticket History Report will print to the first local printer found on the system If no local printer is found then the report will be spooled to the first system printer found For more information on setting up local and system printers see section 3 20 A The Ticket History Report was designed to print on 40 column printe
92. ed To view this report you will need to have one of the optional inventory packages installed on the system To view the PLU Report touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Database then select PLU Table from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 72 2 30 Database Reporting cont D PLU Tables cont The PLU report contains the following information 1 PLU Number for each PLU 2 Description for each PLU Item 3 Price for each PLU Item 4 Half Price for each PLU Item 5 System Code for each PLU Item 6 Address for each PLU Item 7 Current Usage flags for each PLU Item To print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on an 80 column printer 2 35 Revenue Reporting A Transaction by Ticket The Transaction by Ticket Report will list all tickets on all terminals and drawers for the specified reporting period To view the Transaction by ticket Report from the main menu screen touch the Reports button select Revenue and then select Transaction by Ticket from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired reporting period from the Report Period
93. eekly total 1 Access Date and Time 2 Week day 3 Ticket 4 Guest 5 Net Sales 6 Price Adjustments 7 Tax 8 Totals To view the Period Summary Reports touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Sales then select Period Summary from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired reporting period from the Report Period Selection Window in the Lower Right quadrant of the screen and press Next DiamondTouch will display a progress bar while the report is built Server Reporting Server Reporting provides a store manager with a wealth of information for analyzing sales information by individual Server Server sales by Section Guest Counts breakdowns by Service Type and Menu Category and Drill Down detail reporting are described in greater detail below S Je afz A TEET Server Detail Server Summary Report for Current Period Section Tkts 262 38 234 65 51 36 272 45 234 65 51 36 Server Summary Report To view the Server Summary Report touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Servers then select Server Summary from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired reporting day from the Selection Window in the Lower Right quadrant of the screen and press Next The Server Summary report actuall
94. een Saver to run automatically Users should be trained to Log Off by enabling the screen saver as soon as they are finished interacting with the system Otherwise they will be held responsible for the actions of the next user on the system should that user choose not to Log On Screen Saver User Log On To enter the Diamond Touch System from the screen saver users must Log On to the System This can be accomplished in any one of three different ways 1 Swipe a magnetic stripe card on the optional wedge reader attached to the Monitor 2 Touch anywhere on the black background to activate an on screen keypad Using the on screen keypad enter the user password and press Enter 3 Type the user password on the keyboard and press the Enter key DiamondTouch systems are shipped with a default password of 0001 For security reasons this password should be changed before the system is used in your operation Clocking In Users that have previously Clocked OUT of the system will be prompted to Clock IN immediately after Logging On To Clock IN simply select an Employee Job Code Job Codes 1 3 and 5 are reserved for servers Servers will then be prompted to select a default Table Section If you are unsure of your Table Section use Section A Main Menu The Main Menu provides quick access to the features most often used within the system These features are as follows Screen Control Described Diamond Touch Logo Section 1 1
95. egory Set Up screen for many menus this is all the information you need to set up a simple menu Of course there are many additional features available These are discussed in the following sections DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 112 3 15 B Menu Set Up cont Items cont Advanced Features To view the Advanced Features touch the Advanced button on the left side of the screen The features will appear on the right of the screen Allow Manual Skip of Required Modifiers allows you to override a required modifier Sort Modifiers allows you to sort the modifiers in the order in which they were ordered Enable Make line Monitor enables the item with a check in the designated box to appear on a make line monitor Force Suggestive Selling feature forces the order taker to ask if the customer needs to order anything else from the menu Note To set up this feature go to the main menu touch Set Up select Terminal and then touch Terminal Configuration Enable Items Default Page 2 once a category has been selected the screen will automatically go to page 2 of the Item List Override Tax Exempt by Service Type allows you to manually select a category to make tax exempt by service type 1 Show Modifiers Modifiers are additional enhancements descriptions food toppings or even cooking instructions that need to be available to the order taker to accurately desc
96. elect Cash Out on the main menu Then touch the Manager button at the top left of the screen and then touch the Detail button at the bottom of the screen View All Drawers View All Drawers provides you with a Cashier Summary Report of all cash drawer activity throughout the day To review the report select Cash Out on the main menu Then touch the Manager button at the top left of the screen and then touch the View All Drawers button at the bottom of the screen DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 32 1 40 Register Information cont K Closing a Cash Drawer Once all transactions for the currently open cash drawer have been processed you may wish to close the drawer to finalize reporting for a shift You must close all cash drawers at least once at the end of the day just before closing the day To close a Cash Drawer first touch the Cash Out control button on the Main Menu then touch the Manager button to access the Cash Drawer Touch Close Register Answer Yes to the Are You Sure message and a Closing Register Receipt will be printed on the first local printer found on your system If no local printer is found then the receipt will print on the first system printer found See section 3 20 A for more information on setting up local and system printers The closing register receipt details the following information 1 Report Title amp Drawer Number 2 Terminal Number 3 Date
97. ements and Delivery Charges 15 Deposit Summary 16 Tax Summary including Taxable and Non Taxable items 17 Sales by Order Type 18 Labor Summary by Employee Job Type 19 Adjustments amp Discounts 20 PayIn Pay Out Summary To print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on an 80 column printer DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 99 2 95 Back Office cont C Balance Sheet To access the Balance Sheet from the main menu touch Report select Back Office select the appropriate day for your report and then touch the Balance Sheet button The report will appear on the left side of your screen To enlarge your view of this report touch the zoom button at the bottom of the screen DiamondTouch 9 35 15 AM Balance Cash Revenue Reconchaics Stating Cae Per OUTS Pris eel Pree SubTotal e908 Cuh Cou 000 bimn Cod LOH Covel hort Teta 311627 Total Eales 211639 Dales Rew 009 The Balance Sheet provides the following information 1 Revenue for the day selected 2 Cash 3 Final amount D Weekly Performance Report The Weekly Performance Report take detailed data stored in DiamondTouch and provide a weekly summary of sales labor and costs To access the report from the main menu touch Report select Back Office select the appr
98. ent cash taken out of the drawer to pay Vendors or Employees for miscellaneous goods or services For example you may have a cleaning service that you need to pay on a cash basis To maintain the integrity of the Cash in Drawer totals these transactions should be recorded on the Cash Drawer using the Pay Out function To perform a Pay Out transaction touch the Register control button on the main menu to view Register Information Next touch the Pay Out control button Enter the amount of the Pay Out transaction and press enter Next select the Pay Out Vendor from the list provided See section 3 30 C for more information on setting up Pay Out Accounts Alternately you may also choose OTHER if the correct vendor is not displayed There is also an option to select an employee as a vendor Simply touch Employees and the Vendor List will be replaced with a list of employees Once the Pay Out account has been selected press Enter to complete the transaction You may cancel the transaction at any time by pressing Cancel If you have a local printer a Pay Out receipt will print You may wish to save the receipt in the drawer for accounting purposes Note that the Paid Out indicator has increased by the amount of the transaction You may also view the Pay Out transaction by pressing View Transactions See Section 1 40 D Detail Detail represents the most recent activity at a selected cash drawer To review a selected cash drawer s
99. eporting period column printer Page 87 Copyright 2007 DiamondTouch 5 5 Software Documentation Page 88 2 50 Report Periods A Defining Reporting Periods Reporting Periods are used by the Period Sales 2 10 D Period Item 2 10 E Period Modifier 2 10 F and Period Server Sales By Item 2 50 C reports to define the range of dates used to create the reports Reporting periods can be created for Weekly Monthly Period example Quarterly and Yearly Reports Date ranges can be established for as many reporting periods are required and can even overlap if required To access the Reporting Period Module touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Custom Reports then select Set Report Periods from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Diamond Touch Select Report Type Define Reporting Period From Weekly Monthly Period Yearly Create Monthly Report for 0801A00 through guin em a hee 9 g a ax ax Before creating a new reporting period you may wish to review the list of reporting periods already created To do so touch the Review Existing Reporting Periods control located at the lower left portion of the lower control bar A new window will open up with the list of currently resident reporting periods sorted within Weekly Monthly Period and Yearly columns To delete a reporting period touch the reporting period
100. er cash out is a mandatory procedure To access the Driver Cash Out Screen highlight one of the drivers in the IN list and touch the Driver Info button at the bottom of the display Touch the Cash Out button and DiamondTouch will load the Driver Cash Out screen and will display all open tickets for the selected driver in the display box in the upper left of the screen The user will be prompted to enter the Reimbursement Amount for each ticket The reimbursement amount will be issued to the driver as a cash disbursement from the currently open cash drawer The total amount due for each ticket will reflect the NET total due from the driver the ticket amount less the amount of reimbursement specified by the user You may wish to enter 0 00 as a reimbursement amount it you do not reimburse your drivers on a flat fee per ticket basis Before cashing out tickets they must be selected You may select tickets one at a time touch the Ticket and then touch Add Ticket or you may select all tickets at once touch All Tickets The total due amount will reflect the sum of all selected tickets You may cancel the operation by touching the Exit button as long as you have not begun a partial tender in which case you will be prompted to complete the tender before exiting DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 49 1 90 Delivery Management cont G Cashing Out a Driver cont Tickets that are cashed out in a mu
101. erminal number for each session e CD Cash drawer for each Session e Close Time Time the register session was closed e Cash Start Amount of starting cash when the drawer was opened e Cash Repts Amount of cash receipts less change issued e Cash Debits Paid Outs Paid Ins Cash Pulls Reimbursements e Cash SubTtl Cash Start Cash Rcpts Cash Debits e Check Repts Total Check Receipts e Other Receipts Total Credit Card Misc Tenders b Footed totals for each Cash Drawer Terminal and Grand Total c Net Receipts Revenue Summary d Gross Revenue Summary 2 The Other Receipts detail breaks down each of the credit card totals for each session 3 The Cash Debits Detail breaks down the Paid Outs Cash Pulls and Reimbursements for each session To print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on an 80 column printer Period A R by Customer The Period A R by Customer Report is a list of all the A R transactions for the specified reporting period To view the Period A R Report from the main menu screen touch the Reports button select Revenue and then select Period A R by Customer from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired reporting period from the Report Period Selection Window in the Lower Right quadrant of the screen and press Nex
102. ers remove tickets from drivers cash out drivers close driver accounts and view summary and detail driver reports for the current period Delivery Status Screen The main delivery status screen is divided into 3 sections 1 Drivers IN the store 2 Tickets scheduled for delivery 3 Drivers OUT of the store delivering orders When a driver is added to the list by using the Add Driver control see below the driver is automatically added to the end of the Drivers IN list When a driver is dispatched using the Driver Dispatch control see below the driver is moved to the Drivers OUT side to signify that he is OUT When a driver returns to the store using the Driver IN control see below he is once again placed at the end of the Drivers IN list Drivers keep moving from the Drivers IN section to the Drivers OUT section throughout the day as they delivery orders and return until they are Closed The following information is displayed for each Driver IN 1 Name The Employee Name of the Driver 2 Driver IN Driver is the sum of Outstanding amount of the Starting Bank Full Value of all tickets not yet cashed out Reimbursed amounts collected from tickets previously cashed out 3 Total IN Total is the sum of Amount of the Starting Bank Full Value of all tickets issued to the driver both cashed out and open 4 Orders The total number of tickets dispatched to this driver 5 Runs Each time a driver is dispatched
103. essary If do not wish to use an included list for an item select 00 NONE When you have completed the Includes List touch Finished The number of the Includes list you have selected will appear in the display box next to the Show Includes control on the Menu Item Setup Advanced Features window DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 115 3 15 Menu Set Up cont B Items cont Show Taxes To set up a tax rate for a menu item touch the Show Taxes control on the Menu Item Advanced features set up window A selection box with up to 10 different tax rates will appear Select the tax rate you wish to use and then touch Hide Taxes to close the tax rate selection window See section 3 15 D for more information on setting up your tax rate schedules Note that all items will default to tax rate 1 unless you specify an alternate table It is therefore not necessary to select a tax rate for every item as it is created unless you need to specify a tax rate other than Tax Rate 1 Price By Topping Price by Topping provides an alternate way to price items that are priced according to the number of modifiers that are added to the items This feature is particularly useful for operations that offer a build your own type of pizza on the menu The item price will be calculated according to a table that the menu designer sets up which simply assigns a price to the item based on the quantity of modifier
104. ew vs repeat customers for the selected period To view the Daily Customer New vs Repeat Report touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Customers then select Daily Customer New vs Repeat from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired reporting period from the Report Period Selection Window in the lower right quadrant of the screen and press Next The report is broken down into 2 sections new customers and repeat customers The Daily Customer New vs Repeat Report includes the following information for New Customers 1 Reporting Period and the Date and Time the Report was accessed 2 Phone Number 3 Customer Name 4 Customer Address 5 Previous Orders 6 Current Orders The Daily Customer New vs Repeat Report information for Repeat Customers is listed at the bottom of the report It includes the following 1 Reporting Period and the Date and Time the Report was accessed 2 Phone Number 3 Customer Name 4 Customer Address 5 Previous Orders 6 Average Frequency 7 Days Since Last Order SLO 8 Current Orders To print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on an 80 column printer DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documenta
105. ext to the appetizers you can use the insert control to place the category where you want it without editing all of your other menu categories Note that the last category category 40 will be deleted if you insert a category Delete Delete will not only erase the existing category but it will also move all subsequent categories down one number to fill the empty slot If you simply wish to display a blank Category without moving all of your subsequent categories just erase the Category name and the category will effectively be invisible on the Order Entry screen Finished When you are finished touch this control to return to the Set Up Menu DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation 3 15 Menu Set Up cont A Category cont 1 Advanced Allow Manual Skip of Required Modifiers Page 107 To fully understand this feature a discussion of what required modifiers are and how they work might be helpful When a Menu Item utilizes a Required modifier list the modifiers will appear automatically once the order taker selects the Menu Item The user will be forced to select a required number of modifiers before continuing with the order These choices could be the type of bread to use on a sandwich cooking instructions such as rare medium well done the type of dressing on a salad etc Once the required choices have been satisfied the order taker may then be taken to a subsequent modifier
106. f the Menu that is to the first 25 Categories defined in your menu 2 Modifier This control button will allow scrolling through multiple lists of modifiers for those items that have been configured to take advantage of this feature in your menu 3 Whole 1 Half 2 Half This control button will allow the order taker to designate certain modifiers ingredients or toppings for only part of an item For example a Pizza might contain Green Peppers on the Whole Pizza but only contain Onions and Olives on the 1 half 4 Page 2 Page 1 Some menu Categories Items or Modifiers in your menu may be contained in lists greater than the 25 that can be shown on the screen at one time To view these choices press Page 2 To return to Page 1 touch Page 1 5 Finished Once the check has been completed press this control button to select a service type if required and complete the order Menu Selection Control Window DiamondTouch will guide the order taker through the order entry process with the Menu Selection Controls The menu can be configured to automatically force choices for cooking instructions included ingredients sequenced modifier lists optional modifier lists and various other options designed to fit your individual order entry requirements Because actual menus can vary greatly it is not possible to specify instructions for your individual menu However a typical order entry process might proceed as follows
107. ferred to the tickets automatically Messages such as Beware of Neighbor s Dog can keep the same mistake from happening twice Previous Orders Previous Orders is the most powerful of the 3 windows and is generally the window that most operations will set up as the Customer Default Window All orders ever processed for this customer are available via this intuitive display window You can browse backwards and forwards through the Customer s Order History using the left amp right browser buttons beneath the ticket header Note that orders will not appear in this window until the day s business has been closed current orders will not be displayed here they are available by recalling a ticket by Phone Number See Section 1 25 D You can repeat any previous order by checking the Repeat Previous Order button before touching the NEXT button on the Customer Information Screen The ticket currently in view will be the ticket that is selected for duplication When Order Entry loads you will find an identical order already keyed into the Order Entry Screen along with any updated pricing of course Looking Up a Customer By Phone Number To access a different customer by phone number enter the new phone number in the Phone text box at the top of the Customer Information Screen then press the Enter key If the customer record is found the new customer data will be displayed on the Customer Information Form If the record was n
108. formation is appended to printed tickets to the extent that the primary address is less than 20 characters StreetNum Internal Use Long Number Directions Driver Instructions Memo Field unlimited length DOB Date of Birth Up to 8 characters for Birthday mailings CR Carrier Route 4 characters mailing data Mg1 Map Grid Field 1 Map Book Coordinates Mg2 Map Grid Field 2 Map Book Coordinates Comment User Comments Memo Field Unlimited Length Fcard Frequent Diner Card Up to 6 characters FCDate Frequent Diner Date Up to 8 characters TotPt Total Points Earned Double Precision Number Points Current Points Earned Double Precision Number DSLO Date of Last Order Up to 8 Characters TO Total Orders Integer to 32 768 ToDol Total Dollars Double Precision Number CustRecordNum Internal Use Long StreetRecordNumInternal Use Long ZipRecordNum Internal Use Long AreaRecordNum Internal Use Long DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 138 3 50 Customers cont Street Database The Street Table in the Customer Database is used to match and verify incoming customer calls to appropriate addresses and delivery areas and to automatically capture city state and zip code information Use of the street database is an optional feature in DiamondTouch See sections 1 85 F and 3 10 A 3 for more information on Street Database features To access the street table from the set up main menu touch Customers then
109. from the main menu touch Set Up touch Cash Register and then touch Paid Ins Reimbursement Plan Reimbursement Plan allows you to determine how you will drivers for deliveries To access the Driver Reimbursement Plan screen from the main menu touch Set Up touch Cash Register and then touch Reimbursement Plan There are five ways in which you can reimburse a driver Dollar amount per run Dollar amount per ticket Percentage of delivery charge Percentage of gross sales Print only percentage of gross Once you have determined the reimbursement type highlight the type and enter the amount per ticket Paid In Out Reporting Groups For the Paid In Out Report to be accurate you must complete the following information e Employee job types e Group number must be selected for each category e Reporting Groups DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 133 3 35 Tables DiamondTouch provides a floor plan interface to allow servers to access tickets and table status simply by touching a table See section 1 50 for more information on Table Management The floor plans sections table placement layouts and even the Section Zoom ability to view other sections can be set up by the user in the Table Management Set Up screen To access the Table Management Set Up screen from the main menu screen touch Set Up select Tables and then touch Sections Section A Select Floor Plan Description
110. ft side of the display The long field at the bottom of the screen is used to construct the line To add a field to the line touch one of the available ticket fields and then ADD FIELD Note that the field number appears surrounded by brackets You may also type a description before the field if you wish To add the line to the ticket touch ADD LINE The line will be added to the selected ticket line Note that some fields such as customer directions can take up more than one line To clear a line touch the line and then touch CLEAR DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 127 3 25 Tickets cont Patterns Layout cont Note that to keep the tickets from getting too cluttered and to insure that all information appears on the tickets you should generally only add one field for each line When you have completed your format set up for this pattern touch Exit The Category control allows you to block selected categories from printing on selected patterns For example if you are designing a pattern for a bar printer you probably do not need to print tickets at the bar unless the ticket includes drinks While setting up the pattern touch the Category control and touch all categories that you do not wish to print at the bar Blocked categories will be displayed with NO preceding the category name Touch the category again to remove the block Tickets will generally only print those items that
111. g information that was not foreseen by the person that created your menu For example you may have one guest that prefers to add an unusual ingredient or that requires some special substitutions or preparation instructions such as Allergic to Wheat To add a comment to the ticket touch Advanced Functions then Add a Comment A virtual keyboard will appear on the screen that can be used to touch type in your comment on the touch screen or if you prefer you can simply use your keyboard When you are finished press the Enter key Note that your comment now appears on the ticket highlighted in Violet DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 15 1 20 E Order Entry cont Advanced Functions cont 11 12 Ready Time For some orders it might be desirable to print the required ready time on all tickets for that order That way the salad make table the sub make table and the gourmet cook all know that Pick Up order 101 will not be required for another hour DiamondTouch can be configured to automatically prompt the Order Taker for the number of minutes in which the order must be ready This automatic prompt can be tied to the Service Type so that all Pick Up orders for example always prompt for ready time If you do not wish to set up the system to prompt for Ready Time on every ticket or the Service Type for your ticket does not require Ready Time you can alw
112. gement screen first make sure that the Table Status check box in the upper right part of the Table Management screen is NOT checked To start a new ticket simply touch a table icon As soon as you touch a table Icon DiamondTouch first looks for any existing tickets for that table If none are found DiamondTouch takes you directly to Order Entry to begin a new ticket Note that the table number of the table you touched has been filled into the Smart Check table box for you If there are any tickets found for the table that you touched DiamondTouch will display those tickets in a pop up box before opening the Order Entry screen This is so that you can have the choice of adding to an existing order or starting a new order You may also simply wish to review the tickets for a given table without opening Order Entry at all DiamondTouch gives you the choice If more than one ticket exists you can even browse through them using the left right indicators provided See Section 1 25 B for more information on Ticket Recall by Table Number DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 34 1 50 Table Management cont C Accessing Table Status w Table Icons To access Table Status from Table the Management simply touch the Table Status check box in the upper right portion of the screen When this box is checked you are telling the Table Management screen that you wish to use the table icons for Table
113. ght 2007 DiamondTouch 5 5 Software Documentation Page 106 3 15 A Menu Set Up cont Category To make Order Entry more convenient Menu Items are divided into Categories There are a total of 40 Menu Categories available in the DiamondTouch Menu To set up your Menu Categories from the main menu select Set up touch Menu and then touch Category The category screen allows you to enter a category name select a graphic from the DiamondTouch Bitmap Library set PLU thresholds for optional inventory management and set more advanced features The category screen is also the gateway to the Menu Items Set Up screen for each category Typing in a new name in the Name text entry box can change the Category name To change the picture touch the square control button and the bitmap library will appear Touch the picture you wish to use and the new picture will be displayed on the sample control The left and right arrow keys are used to scroll through the Menu Categories and to return to the first or last category For most menus this may be all you need to set up each of your Categories a Name and a Picture Save Touch this control button to save your changes at any time Insert Touch this control button to insert a blank category Categories are displayed on the Order Entry Menu Section Control Window left to right in the order that they are set up If you wish to add a category of drinks and you wish to have it displayed n
114. harge amount Under the advanced window you may also set the Minimum Order Type and Delivery Charge method by touching the option for each delivery area All customers will be assigned to delivery area 1 as default therefore you should set up this delivery area with the most common delivery information If most customers are not charged a delivery charge and there is no set minimum then Delivery Area 1 should be set to 0 00 Minimum and 0 00 Delivery Charge If you have set an amount for a Delivery Charge in an area then you will need to set the Delivery Charge method to All all orders charged the set delivery charge amount or Orders Under Minimum Delivery Charge will only be assessed to orders that fall below the minimum order amount you have specified for this delivery area If you have set a minimum order amount and you are not using the minimum order in conjunction with a delivery charge then you will also need to select the Minimum Order method to e Alert Message Only a message box will appear if the order does not meet the minimum e Enforced Allow Over Ride Order Taker will be required to over ride the error and an over ride event will be logged by the system or e Enforced No Over Ride The Order Taker will not be allowed to complete the order until the minimum amount is reached DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 141 3 50 Customers cont E Delivery Areas con
115. hen press OK DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 64 2 20 2 25 Labor Reporting cont Sales VS Labor Reports cont The detail report includes the following information 1 A report header including the name of the report the employee selected and the date selected for the report 2 Hour identifier for each hour in which sales were entered 3 Total hourly sales amount for each sales hour 4 Total hours worked for each sales hour 5 Total Labor Dollars for each hour worked 6 Total Labor as a Percentage of Sales for each hour 7 Cumulative total hourly sales amount for each sales hour 8 Cumulative total hours worked for each sales hour 9 Cumulative total labor dollars for each hour worked 10 Cumulative total labor as a percentage of sales for each hour To print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on an 80 column printer Ticket Detail Reporting Ticket Listing To view the Ticket Listing touch the Reports control on the main menu screen From the Manager Reports main menu touch Ticket Detail then select Ticket Listing from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Next select a report date from the selection window that appears in the lower right quadrant of the screen and t
116. iamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 54 2 10 Sales Reporting cont A Daily Sales Reports cont 5 Discount Summary By Discount Type The Discount Summary by Discount Type report summarizes all discounts and price adjustments for all tickets processed during the day See section 1 20 E for more information on discounts and Price Adjustments The Discount Summary by Discount Type report includes the following information a Quantity for each Discount Type b Dollars for each Discount Type c Percentage of Net Sales for each Discount Type d Footed Discount Subtotals for Quantity Dollars and Percentage of Net Sales e Quantity for each Price Adjustment Type f Dollars for each Price Adjustment Type g Percentage of Net Sales for each Price Adjustment Type d Footed Price Adjustment Subtotals for Quantity Dollars and Percentage of Net Sales To print all 5 of the reports bundled into the Daily Sales Report touch the Print control at the lower left of the report display screen The report will print to your Windows default printer This report was designed to be printed on an 80 column printer B Daily Item Report To view the Daily Item Report touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Sales then select Daily Item from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired report dat
117. iated with that street record will be attached to your customer and displayed just to the right of the Phone field If not then all customers are considered to be in Delivery Area 1 as a default The 3 lines will contain the following information 1 Area Description Such as Standard Area or Foot Hills 2 Minimum Order Amount Highlighted in red if greater than 0 00 3 Delivery Charge Highlighted in red if greater than 0 00 For more information on Delivery Areas see section 3 50 E Customer Information Windows There are 3 different pop up information windows and 2 search result windows that are discussed below that provide additional information and functionality to the Customer Information Screen These windows will appear one at a time in the right hand portion of the Customer Information Display Any 1 of the 3 information windows can be set to appear automatically each time the Customer Information Screen is accessed by making that window the Default Customer Window For example you may wish to see the Previous Orders window for every customer as soon as the screen is opened See Section 3 10 A for more information on setting up a Default Customer Window You can view any of the three information windows at any time by touching the associated control located on the lower control bar of the Customer Information Screen The 3 information windows are discussed in more detail as follows 1 Customer Totals
118. ici TE zE AAEN arene PERNIS jin eel SEE _ Menu days 1 2 Off Appetizers Selection Smart ini _ Check i all ee N New e s Control User z2 Window SSS BSS Interface tae ea Can Bacon ee a iera f aas Primary Control Bar To place an order follow these 3 steps 1 Fill in the Smart Check Select menu items from the Menu Selection Control Window on the upper right hand portion of the screen Once the order is complete press the Finished control on the Primary Control Bar located on the lower right portion of the screen 2 Select a Service Type Select a service type such as Dine In Pick Up Delivery etc unless one has already been selected automatically more about this feature later 3 Press Finished The ticket will now be printed and saved Of course there are many many additional options and features within order entry but in almost all cases the above 3 steps will be all that is required to place an order To exit the Order Entry Screen at any time without completing an order touch the Cancel button in the upper left portion of the screen DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 9 1 20 Order Entry cont Primary Control Bar The primary control bar provides instant access to the 5 most used functions in Order Entry 1 Menu This control button will always return the Menu Selection Controls to the top o
119. icket Detail then select Discount Detail from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Next select a report date from the selection window that appears in the lower right quadrant of the screen and touch next DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 70 2 30 Database Reporting Database Reporting provides basic print out of selected data in specific database files Users may wish to use these print outs to assist in editing the various databases used in DiamondTouch Employees The employee listing is a report containing specific fields in the employee database This report may be useful in supplying generic data to your payroll processor or in getting an overview all employee records For assistance in editing employee records see section 3 40 A To view the Employee Database Report touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Database then select Employees from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen The employee database listing provides the following information 1 Employee Record Number 2 Last Name 3 First Name 4 Social Security Number 5 Date of Hire 6 Regular Hourly Rate 7 Overtime Hourly Rate 8 Phone Number 9 Street Address The employee database listing does contain wage information It is therefore protected with the same
120. icrosoft Access97 The active database is stored in the Diamond98 mdb sub directory Customer Database The customer database is normally viewed on record at a time when placing orders There are a number of search utilities built into the customer screen and these are discussed in section 1 85 To view the entire table of all customers sorted by phone number from the main menu touch Set Up select Customers and then touch Customers The grid that displays customer data can also be used to edit the individual customer fields The key phone number field can be edited however if the phone number you are trying to enter has already been used the Jet Engine will not allow you to duplicate the field This is because DiamondTouch relies upon the phone number as a unique record for finding your customers if the phone record was duplicated then the 2 record would become hidden from the Order Taker The Customer Database includes the following fields Phone Phone Number Up to 10 characters Zip Zip Code Up to 10 characters Num Internal Use Long Number LastName Customer Last Name Up to 30 characters FirstName 1 First Name Up to 20 characters FirstName2 Spouse etc Up to 20 characters Addl Street Address Up to 30 characters the first set of numeric characters will be interpreted as the street address Add2 Secondary Address Up to 30 characters This data could include apartment numbers company names etc Some of this in
121. ill then automatically assign different PLU s for reporting the usage of identical modifiers within each threshold grouping The actual recipe quantity is still set up in your inventory package but we can cause the reporting totals to point to the appropriate recipe automatically by setting up these PLU thresholds For example let s say you have set up your Recipe for Medium Pizza as follows Ingredient 0 2 toppings 3 5 toppings 6 8 toppings 9 toppings Pepperoni 24 Slices 20 Slices 12 slices 10 slices Black Olives 4 scoops 3 scoops 2 scoops 1 scoop Onions 12 slices 10 slices 8 slices 6 slices Extra Cheese 8 oz 7 oz 6 oz 5 0z Meatballs 24 oz 18 oz 12 oz 8 oz The ingredients measures and quantities are handled by the inventory system What is important for DiamondTouch is the amount of toppings at the top of the chart These are used when compiling the inventory report to indicate for example 12 Medium Pizzas were ordered with 0 2 toppings 9 Medium Pizzas ordered with 6 8 toppings 1 of the Medium Pizzas with 0 2 toppings had Pepperoni 24 slices 9 of the Medium Pizzas ordered with 6 8 toppings had Pepperoni 108 slices The inventory system is thereby able to accurately report that 132 slices of pepperoni should have been used Had the system simply used 24 slices for all medium pizzas then the inventory system would have reported a total of 10 pizzas used 24 slices each for 240 total almost doubling the actual amount used
122. imited to a single reporting day but is user definable for any range of dates To save a step when calling up reports Reporting Periods are defined in advance using the Reporting Period tool found under Custom Reports This way once the user has defined a week month or other reporting period once it does not have to be repeated each time a report is pulled See section 2 50 A for more information on defining reporting periods To view the Period Sales Reports touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Sales then select Period Sales from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired reporting period from the Report Period Selection Window in the Lower Right quadrant of the screen and press Next DiamondTouch will display a progress bar while the report is built For more information on data detailed in the Period Sales Report please refer to the Daily Sales Report descriptions in Section 2 10 A To print the report touch the Print control at the lower left of the report display screen The report will print to your Windows default printer This report was designed to print on an 80 column printer DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 56 2 10 Sales Reporting cont Period Item Reports The Period Item Report is identical to that of the Daily Item Report with one exception th
123. ing and Adjusting Pay Periods To change the Pay Period touch the Pay Period control at the bottom of the Time Card screen then use the Calendar Selection Screen to select a new Pay Period You may browse through the possible dates using the scroll bars next to the month and year indicators To select a new Pay Period simply touch any date within the Pay Period and the Pay Period for that date will be highlighted Press OK to select the reporting period If you wish to adjust your Pay Period touch the Set Pay Period control on the Pay Period screen You may select either a weekly or a bi weekly pay period then touch any ending date of your Pay Period as a sample The highlighted dates will correspond to your weekly or biweekly pay period Select Pay Period October 2001 Touch the Create New Pay Period control and your new Pay Periods will have been set up DiamondTouch will automatically find all previous and subsequent Pay Periods when needed based on the sample pay period you have provided DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 96 2 90 Time Cards cont D Editing Employee Time Cards Time Cards can be edited directly from the display screen You may add delete or replace time card entries 1 Adding a New Entry To add a new entry to a time card touch one of the dashed lines on the time card display as shown below This will bring up all of the controls needed to add a new e
124. is considered one run This field displays the total runs for this driver for the day 6 Avg Time Average Time is the total amount of time OUT for all runs divided by the total number of runs For example if a driver took 30 minutes for run 1 and only 10 minutes for run 2 then the average time per run would be 20 minutes DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 46 1 90 A Delivery Management cont Delivery Status Screen cont The following information is displayed for each Driver OUT 1 Name The Employee Name of the Driver 2 Order This field will list all of the ticket numbers for the current run only 3 Order This is the dollar value of all tickets for the current run only 4 Driver IN Driver is the sum of Outstanding amount of the Starting Bank Full Value of all tickets not yet cashed out Reimbursed amounts collected from tickets previously cashed out 5 Time Out This is the elapsed time for the current run The driver display screen is also set to update automatically every few seconds when drivers are dispatched or returned even if they are using other terminals on the Network Adding a Driver To add a driver to the IN list touch the Add Driver control on the lower part of the Driver Management screen Driver Management will prompt you to swipe the Driver s ID Card on the optional Wedge reader or you may enter the Driver s employee password w
125. is to detail sales per actual hours worked To change the reporting date touch Report Date then use the Calendar Selection Screen to select a new reporting date You may browse through the possible dates using the scroll bars next to the month and year indicators To select a new date simply touch the date on the calendar and press OK DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 63 2 20 C Labor Reporting cont Productivity Reports cont The Productivity Detail Report includes the following information 1 Report Header including Title of Report Employee Name Selected selected date of report and the reporting Pay Period 2 Hour identifier for each hour in which sales were entered 3 Total Hourly Sales Amount for each sales hour 4 Total Hours worked for each sales hour 5 Average Sales Per Hour Worked for each sales hour 6 Cumulative Sale Dollars for each sales hour 7 Cumulative Hours worked for each sales hour 8 Cumulative Average Sales Per Hour for each hour worked To print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on a 80 column printer Sales VS Labor Reports The Sales VS Labor report provides a 3D Bar Graph detailing the Sales Dollars Produced and Labor Dollars expended for each hour in the selected report date The Sales VS L
126. ish to prevent DiamondTouch from assigning a new PLU number to an item check the LOCK PLU checkbox before editing the item description Misc Price Item Some items may not have constant prices from day to day or even from ticket to ticket The Daily Lunch Special or the Catch of the Day might be two examples A miscellaneous price item will always prompt the order taker for a price each time the item is ordered The order taker can then manually enter a price When an item is checked for miscellaneous price then the price amount keyed in by the menu designer in the Price edit box becomes the maximum price allowable Account Number For optional back office reporting purposes account numbers are used to report revenues and expenses DiamondTouch allows you to assign each menu item a unique account number however most accounting systems might only use a few account numbers to report all sales To save time when setting up your menu you can assign a single account number on the category screen and then touch the Copy to All Items control to send that number to all items within the category Picture Filename The path used to locate the picture for the Item is listed in this box This name is generated automatically when you select a new bitmap by touching the square sample control on the Item Set Up screen Generally this field should not be edited without assistance from your Rockland Technology Sales or Service Representative Diam
127. ith the keyboard Please note that the Driver must be clocked in before you can add him to the list See section 1 15 B for more information on clocking in an employee Once the password has been recognized you will be prompted to enter a starting bank for the driver Note that the starting bank will be added to the driver bank and will be deducted from the cash drawer to which the current user is signed on Therefore if the amount of the driver s starting bank is greater than 0 00 you will need to have an active cash drawer on the system from which to deduct the starting bank If the drawer is not yet open or the current user has not yet signed onto a cash drawer then you will be prompted to perform those functions before you can assign a starting bank to a driver Please see section 1 40 for more information on signing on to and opening a Cash Drawer If you do not wish to assign a starting bank to a driver simply enter zero 0 00 If the current user does not have a password level sufficient to add drivers or to open a cash drawer the system will give you the opportunity to perform a Manager Over Ride of these functions A Manager Over Ride will allow a manager to swipe an ID card or enter a password to perform a single function without changing the identity of the current user Once the driver is added note that the driver s name has been added to the top of the display indicating that this driver is in and is waiting to be
128. iver Detail Reports then settle payments with management using the Driver Cash Out function for a speedy close out process at the end of the night Before a driver s account can be closed you must return any outstanding driver banks to the system The driver bank can be returned using the Driver Cash Out Screen Touch the Bank To Cashier control on the Driver Cash Out screen and the amount of any outstanding bank will appear in the amount due window Press a tender key such as cash and the bank will be returned Once the bank is returned the display will read Cashed Out The driver bank must be returned as a separate transaction for accuracy in accounting for and reporting tender methods and amounts to tickets DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 50 1 90 G Delivery Management cont Closing Out a Driver Once all of the driver s tickets have been cashed out and any outstanding Driver Banks have been returned you are ready to close the driver s account From the delivery management screen touch the driver name from the list of drivers currently shown as IN Select the Driver Info button at the bottom of the page and then select Close Out on the Driver Detail pop up box The driver s account will be closed automatically A driver Check Out ticket will print detailing the following information 1 Driver Name 2 Date and Time that the driver account was closed 3 Amou
129. izza with Mushrooms Pepperoni and Onions on and meatball only on the 2 half There are 3 ways to count these toppings DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 116 Count as Half Topping 4 toppings 2 Full Toppings Price 6 35 Count as Whole Topping 3 plus 1 4 Full Toppings Price 7 00 Count Highest Half Only 3on1 half 3 Full Toppings Price 6 70 Once Price by Topping is enabled the window next to the Price By Topping control on the Menu Item Advanced Set Up window will read ON You can also disable certain modifier lists from being counted at all when calculating the number of toppings by checking the NO PBT check box on the modifier list set up window See section 3 15 B 1 for more information on NO PBT Allow Item Exchange The Smart Check user interface allows for automatic item replacement during edit of a ticket See section 1 20 F Before items can be replaced automatically however they must be designated by the menu designer as interchangeable with other selected items within the same category This is done by checking the Allow Item Exchange check box in the Menu Item Advanced Features set up window Before checking the Allow Item Exchange box you should make sure that all includes modifier lists and other relevant information is truly interchangeable Otherwise some unpredictable things could happen For example consider a drinks Category both with Coke Orange Juic
130. l comments pricing and even coupons You can use red or reverse print to highlight certain items and even wide print to make sure the items are seen by the kitchen staff You can omit information also to keep the tickets brief and recalled tickets can omit items previously ordered so that the kitchen does not make the same food twice The system designer on the Patterns set up screen sets up all of this information and more To access the Pattern Set Up screen from the main menu touch Set Up select Tickets and then Pattern Layouts Ticket Patterns Guest Check Kitchen ToGo cory CATEGORY COLORS i i E lt i lt i lt I lt I H j RTC Restaurant 1 800 750 3947 DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 126 3 25 Tickets cont B Patterns Layout cont There are a total of 12 patterns available To view or edit a pattern select the pattern by touching one of the top 12 control buttons You may change the name of the pattern at any time by typing the new name in the Ticket Pattern Name box at the top of the screen The ticket set up display on the right side of the screen is divided into three sections e The first section the ticket header allows up to 5 lines of text To change the header information touch the line you wish to edit and type in the new text e The next 4 lines are used to set the indentation and color of Items Modifiers Special Request co
131. l credit card activities on all terminals and drawers for the specified reporting period To view the Credit Card Transaction Report from the main menu screen touch the Reports button select Revenue and then select Integrated CC Raw Data from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired reporting period from the Report Period Selection Window in the Lower Right quadrant of the screen and press Next The Integrated Credit Card Transaction Report contains the following information 1 Report name and access date 2 Individual ticket number 3 Time and date 4 Ticket amount 5 Change Amount 6 Name on credit card 7 Type of credit card 8 Credit card number and expiration date 9 Authorization number 10 Merchant number 11 Approval Denial response 12 Terminal number 13 Server name To print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on an 80 column printer E Integrated CC Report The Integrated Credit Card Transaction Report will list all credit card activities on all terminals and drawers for the specified reporting period To view the Credit Card Transaction Report from the main menu screen touch the Reports button select Revenue and then select Integrated CC Report from the Sub Menu Selection Window in the lower left qu
132. list and again be forced to select a required number of modifiers and so on until the item order has been completed These types of applications are straight forward and will not require the use of the Manual Skip feature discussed in this section Some other modifier lists may have been set up with required amounts purely for pricing purposes Pizza toppings are a good example Some pizza menus charge less for each topping as the pizza is built After 8 or 9 toppings additional toppings might even be no charge at all NOTE Another way to handle this type of pricing is with the Price by Topping feature discussed in section 3 15 B Price By Topping cannot be used for all menus however One way to address this type of pricing structure is with multiple incrementally priced modifier lists that are identical in every way except for price Consider the following example for a Medium Pizza which has a base price of 5 00 Mod List 1 Mod List 2 Mod List 3 Mod List 4 Required 1 Required 2 Required 2 Required 0 Pepperoni 1 00 Pepperoni 75 Pepperoni 50 Pepperoni 00 Xtra Cheese 1 00 Xtra Cheese 75 Xtra Cheese 50 Xtra Cheese 00 Onions 1 00 Onions 75 Onions 50 Onion 00 Green Pepr 1 00 Green Pepr 75 Green Pepr 50 Green Pepr 00 Anchovies 1 00 Anchovies iTS Anchovies 50 Anchovies 00 Xtra Cheese 1 00 Xtra Cheese WD Xtra Cheese 50 Xtra Cheese 00 Note the required amount under each modifier list In the above example a Piz
133. llowance is made to deduct the next day s starting cash bank as well as any checks that were already deposited These amounts if any are entered by the user that closes the day The Final Deposit Slip includes the following information Cash Count Tomorrow s Starting Cash Cash Deposit Checks Checks Prev Deposited Check Deposit Total Deposit The total Deposit is the sum of the Cash Deposit plus the Check Deposit To print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on an 80 column printer DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 80 2 35 Revenue Reporting cont J Period Pay In Out The Period Pay In Out Report is a weekly register transaction report for the specified reporting period To view the Period Pay In Out Report from the main menu screen touch the Reports button select Revenue and then select Period Pay In Out from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired reporting period from the Report Period Selection Window in the Lower Right quadrant of the screen and press Next The Period Pay In Out Report contains the following information 1 Report name and access date 2 Description of transaction 3 Cashier 4 Amount of transaction 5 Tendered To
134. lready been associated Once the Insert Item control has been enabled by touching either a Menu Item or a Separator on the Smart Check touching the Insert Item control once will move all of the line items down one row to allow room for the new Menu Item to be inserted The Edit Control Bar will once again be replaced by the Primary Control Bar since you will need your normal controls to add the new item Use the Menu Selection Control Window to add the new item as you normally would The Smart Check will remain in Insert Mode until you have completed adding all of the includes Menu Modifiers etc to the new Menu Item Once you are finished simply touch Back to Order or the Menu control to return to normal Order Entry mode You have now completed the Insert Item Operation Of course you can also use Insert Item to insert any of the Discount Types Comments and even Separators DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 19 1 20 F Order Entry cont Smart Check User Interface cont 5 6 7 Adding a Modifier You may wish to add Menu Modifiers to a Menu Item on your order after you have completed ordering the item For example you may wish to add Chives to a Backed Potato To use Add Modifier the Menu Item must have been previously configured with either an Optional Modifier List or with a list with a Required count of zero 0 For more information on configuring your
135. ltiple Ticket Tender operation are logged with one of two possible tender descriptions e MTTCshOnly Multiple Ticket Tender for Cash Only e MTTCsh amp Chk Multiple Ticket Tender with at least a partial Check Tender These descriptions will be attached to the ticket transactions when they are viewed in the various register reports to differentiate them from standard cash transactions Once each transaction has completed a receipt will be printed if your station has been configured to print register receipts see section 3 10 A which details the following information Name of the Driver to whom the tickets are attached Name of the Cashier that is the user that processed the payment transaction Date amp Time of the transaction Driver Cash Out Receipt Header An itemized listing of all tickets cashed out including the ticket number delivery address and amount of each ticket Subtotal of all tickets selected Amount of Returned Bank if any Amount of Reimbursements if any Balance Due Subtotal Tender description and amount for each tender Subtotal Paid amount if more than one tender was made Amount of change due if any Ticket Total and Average Ticket Value for this transaction There is no limit to the amount of tickets that can be processed in one transaction This function is therefore very useful for operations that run Driver Banking until the end of the night Drivers can balance their banks with the Dr
136. mber for a ticket that has at least two 2 items on it Before ringing up the ticket touch one of the items on the ticket displayed on the left of the screen Note that the selected items have been highlighted in blue and a new subtotal window has appeared detailing the split amount due for the items selected You can select and deselect items simply by touching them Enter the amounts tendered for the highlighted items Once the split amount due has been satisfied a receipt will print for the split amount and you may now select the items for the next part of the check to be tendered Complete each split operation until the entire ticket has been highlighted and all amounts have been satisfied When completed the display in the upper part of the screen will read CASHED OUT D NoSale A No Sale transaction is designed to do only one thing open the cash drawer This action is logged as a transaction however and the user name time date and other information is stored jut as any other transaction would be In addition the No Sale function does have a dedicated security level assigned to it the user must have the proper security level before it is possible to use this function To ring a No Sale transaction touch Cash Out to bring up the Cash Out screen then touch No Sale The cash drawer will open 1 37 Voiding a Ticket Voiding a ticket in DiamondTouch does not erase a ticket completely although it does remove all of
137. means for you to browse through the available tickets Touching the Recall Ticket control will cause the selected ticket to be recalled Phone Ordering is covered in greater detail in Section 1 80 Recall Using Ticket Status The Ticket Status feature in DiamondTouch provides a number of useful features including Ticket Recall To recall a ticket using Ticket Status simply touch the ticket you wish to recall and then touch the Recall Ticket control at the bottom of the screen The ticket will then appear in the Order Entry Screen Of course the primary benefit in using Ticket Status to Recall a Ticket lies in the ability of the Ticket Status module to customer sort groups of tickets together for selective browsing For example if you do not know the Ticket Number Table Number or the Customer Information attached to a ticket you can still search all tickets and filter the list by Server Driver Service Type s etc to make your search more manageable This is accomplished by adjusting the Display Options located at the bottom of the Ticket Status screen The Ticket Status feature is discussed in greater detail in section 1 60 DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 23 1 30 Ticket Reprint Reprinting a ticket can be accomplished in a number of different ways including e Reprinting from Ticket Status Screen e Reprinting from Table Management e Reprinting from Order Entry Each of these
138. minal If no local printer is found DiamondTouch will spool the ticket to the first system printer found For more information on setting up local and system printers see section 3 20 A E Server Info To gain access to Server Management from Table Management screen simply touch Server Info at any time Server Management provides a quick summary of all server totals server detail reporting and an express Server Cash Out Function For more information on Server Management refer to Section 1 70 F Server Tickets Server Tickets provides a short cut to a pre set Ticket Status Screen automatically configured to display tickets as follows All Service Types Only those tickets ordered by the current user Only those tickets that are currently Open or not Cashed Out For more information on the Ticket Status Screen please see section 1 60 DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 35 1 50 G 1 60 Table Management cont Cashing Out a Ticket To Cash Out a Ticket from the Table Management Screen first make sure that the Table Status check box in the upper right hand portion of the screen is unchecked Next touch a table that already has an open ticket associated with it After selecting the ticket you wish to cash out from the pop up box touch Cash Out The Cash Out screen will be opened with the ticket you selected loaded into the screen Please see section 1 35 for ad
139. mments and Included Menu information To change the indentation setting of one of these lines touch the line e The last section the ticket footer allows up to 5 lines of text Type in the information you wish to see on the bottom of the ticket Note that the header and footer information will be centered automatically when the ticket is printed The Colors control allows you to set the colors Red or Black of various information on the ticket To change the color highlight the line and touch the Colors control Printers that support red print will print those items shown in red some other printers such as thermal printers will print reverse print white on black instead The Format control is used to add additional information to the top of the ticket Specific ticket data and user designed captions can be added by setting up to 10 lines of format data The information will appear just below the 5 line ticket header TICKET NUMBER DATE Wide 7 TICKET TYPE TIME Print Ticket Fields SERVER DRIVER WHOLE NAME SERVER DRIVER BUTTON NAME SERVER DRIVER FIRST NAME SERVER DRIVER LAST NAME CUSTOMER NAME CUSTOMER PHONE CUSTOMER ADDRESS 2 lines CUSTOMER CITY ST ZIP CUSTOMER GRID 1 CUSTOMER GRID 2 CUSTOMER DIRECTIONS 4 lines CUSTOMER SECTION CUSTOMER TABLE DATE TIME EMPLOYEE CODE CUSTOMER COUNT CONMAPONS To add a line of information touch the next available field on the le
140. more information on setting up Delivery Areas The Delivery Charge button under Advanced Functions can be used to over ride the automatic delivery charge if any with a manually entered delivery charge amount Once this manual Delivery Charge has been attached to a ticket the automatic Delivery Charge setting for the ticket will be ignored even if the ticket is recalled later Total delivery charges are summarized as a line item under the Sales by Category section of the Daily and Period Sales Reports Add a Separator Separators are used to create separate subtotals on printed tickets for guests wishing to pay individually To use a separator first apply all items for the first guest to the ticket Next touch Advanced Functions then Add a Separator A line item will be added to the ticket that appears like the following Next add all of the items for the 2 guest add another separator and so on until the ticket is completed You may wish to add a comment before or following each separator such as Seat 3 to assist you in editing the ticket later When the ticket is printed separate subtotals will appear following each separator to assist your guests and your cashiers in settling the bill Of course when editing the check you should insert new items into the proper sections of the check to maintain the integrity of the totals for your guests Add a Comment On rare occasions you may find it necessary to convey orderin
141. n menu touch Customers then select Customer Period Sales from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired reporting period from the Report Period Selection Window in the lower right quadrant of the screen and press Next The report provides the following information 1 Report Title 2 Weekly Sales Period 3 Date and time report was accessed 4 Date of Order 5 Ticket Number 6 Customer phone number name and address 7 Amount 8 Accounts Receivable 9 Tender and Total To print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on an 80 column printer Monthly Customer New VS Repeat The Monthly Customer New vs Repeat Report provides a summary of new repeat and total customers for each day of the month Also provided is an itemized listing of all new and repeat customers Finally a 3 D line graph is provided to display the New VS Repeat business for each day of the month To view the Monthly Customer Report touch the Report control on the Main Menu screen From the Manager Reports main menu touch Customers then select Monthly Customer New vs Repeat from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired reporting period from the Report Period Selection Window in the lower right quadran
142. n screen touch phone order and enter a phone number or touch the Customer Button under the Advanced button on the Order Entry screen When the Customer Information screen loads it attempts to match the number you entered with an existing customer record If none is found it displays a nearly blank form titled New Customer A Primary Data Entry Fields The primary data entry fields on the Customer information screen are as are as follows 1 Phone Customer Phone Number up to 10 Digits long 2 LastName This field will also be used to recall tickets by name 3 First Name Primary Customer s first name 4 2ndName Spouse etc 5 Address Address Line 1 6 Address 2 Address Line 2 this field will be appended to line 1 on the tickets up to 20 characters total 7 Zip This field is used to look up City amp State which are read only fields in your Zip Code Database See Section 3 50 C for more information about Zip Code Tables 8 Map Grids These fields can be used for Map Book Coordinates 9 CR Carrier Route Used for mailing lists etc DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 42 1 85 Customer Information Screen cont Delivery Information Delivery Information is determined by the Street Address of your customer If the street for your customer is found in the street database and the street number falls within the specified range of that street record then the delivery area assoc
143. n the totals of the 2 drawers will be combined Other conflicts will also result so be sure to set terminals with unique identifiers The store name setting is optional DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 105 3 15 Menu Set Up The Order Entry Menu Selection Control Window displays graphical menu items from which the user builds a ticket See section 1 20 B The choices that appear and the sequence in which they appear are set up in the Menu Set Up screens This section details the various features available There are a total of 40 Menu Categories available in the DiamondTouch Menu Each Menu Category can contain up to 40 Menu Items for a total of 1600 Menu Items Each of the 1600 menu items can also utilize up to 10 modifier lists each of which can contain 40 modifiers for a total of 400 possible modifiers for each of the 1600 Items Finally each Menu Item can also use an Includes List containing up to 16 normally included or not included ingredients Any single modifier list or Includes list can be used for as many items in as many categories as desired An overview of a sample menu is shown below Category 1 Soft Drinks Category 2 Subs Category 3 Pasta Category 4 Desserts Item 4 Ice Water p item 2 Coke Item 1 Diet Coke Item 3 Spaghetti wi MB Item 2 Lasagna Item 1 Veggie Pasta Item 3 Cherry Pig Item
144. ndTouch 5 5 Software Documentation Page 110 3 15 Menu Set Up cont A Category cont 6 Show PLU cont Optional Inventory reporting uses the items and modifiers ordered on tickets to calculate a theoretical usage of ingredients These are then compared against an actual ingredients used table which is calculated by subtracting an ending physical inventory from a starting physical inventory In general determining the theoretical usage is a straight forward process for your inventory program it just compares items used against a recipe table you have set up in your inventory program and it does the math If a New York Strip Steak was ordered with a Baked Potato it will subtract 1 strip steak and 1 baked potato from inventory For some menus however recipes can change dynamically for an item when the number of modifiers changes This is particularly true for a Pizza where a Medium Cheese pizza with just pepperoni might call for 24 slices of pepperoni and the same Medium Cheese Pizza with pepperoni onion peppers mushrooms extra cheese black olives sausage and meatball might only use 12 slices of pepperoni only half as much for the same topping on the same item In this situation a standard menu look up table will never report ingredients properly To solve this problem you can set up DiamondTouch to indicate to your inventory system where the thresholds are for your recipe changes within a Category DiamondTouch w
145. ndow in the lower left quadrant of the Manager Reports screen Select the desired reporting period from the Report Period Selection Window in the lower right quadrant of the screen and press Next The Balance cash report is a divided into three 3 sections 1 The Revenue Reconciliation lists the final receipt totals for cash checks credit cards etc These totals are loaded from the Register Summary Totals and edited by the user that actually closes the day to account for mis rings and M T T s The receipts are totaled and balanced to the Sales total for the day The result is listed at the bottom of the Revenue Reconciliation as Balance Revenue Over Short This number should always equal zero if the auto close procedure is used correctly DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 79 2 35 Revenue Reporting cont I Balance Cash cont 2 The Cash Reconciliation itemizes the cash activity for the day and compares the reported activity with actual cash counted The cash reconciliation includes the following information Starting Cash Adj Cash Receipts Pay Outs Reimbursed Previous Cash Deposited Subtotal Cash In Drawers Cash Count Balance Cash Over Short The user that closes the day enters the cash count The balance cash over short reports the Cash Over or Cash Short for the day 3 The Final Deposit Slip itemizes the cash and checks to be deposited An a
146. nformation on setting up local and system printers please see section 3 20 A The server detail report was designed to print on a 40 column printer DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 82 2 45 A Customer Reports Daily Customer Sales by Ticket The Daily Customer Sales by Ticket Report lists each customer that ordered during the business day To be entered on the Customer Sales by Ticket Report the order must have been placed with a customer record associated with the order To view the Daily Customer Sales by Ticket Report touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Customers then select Daily Customer Sales by Ticket from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired reporting period from the Report Period Selection Window in the lower right quadrant of the screen and press Next The Daily Customer Sales by Ticket Report includes the following information 1 Report Title Reporting Period and the Date and Time the Report was accessed 2 Ticket Number 3 Time the order was placed 4 Customer Phone Number 5 Customer Name 6 Customer Address 7 Order Dollar Amount 8 Tender To print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on an 80
147. ng User Display Options w Screen Set Up One of the more useful and powerful tools on the Ticket Status screen is the ability to set individual Display Options for each user at each terminal This allows an Order Taker or a Manager to browse though only those tickets that satisfy a certain search criteria like Delivery Tickets yet to be dispatched that were ordered by Suzy or Dine In and Buffet tickets that are still Open sorted first to last These options can then be used to search for a single ticket or to print a customized report To adjust the Display Options touch the Screen Set Up control at the bottom of the Ticket Status Screen NOTE You can only adjust the Display Options when you enter the Ticket Status Screen via the Main Menu Ticket Status control button Entering Ticket Status via the Server Management or the Table Management areas will not allow the use of Screen Set Up since the Tickets have already been pre sorted to a fixed criteria See Section 1 50 F and 1 70 B for more information Display Options provides the following search criteria options e Service Types ALL Single or Multiple Service Types e Order Taker ALL or Selected Order Taker e Driver ALL or Selected Driver e Display First Last Starts the top of display list with oldest ticket first e Display Open Only Cashed Out CLOSED Tickets will not be shown e Tickets Not Yet For those Service Types set for dispatch will not show
148. ng a printer description in the Printer list in the upper right portion of the screen Note that the printer number is not a port number it is the number of the printer on your printer list See section 3 20 A for more information on setting up the printer list e A Pattern Number Select the Pattern number by touching a pattern description in the Pattern list box in the upper right portion of the screen See section 3 20 B for more information on setting up Patterns A summary report is available that will detail all profiles for all service types To view this report touch Summary You may print this report to your windows default printer Note that this report is designed to be printed on an 80 column printer When you have finished setting up your profiles touch finished DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 129 3 25 Tickets cont D Coupons DiamondTouch provides 2 types of automatic coupons New Customer and Lazy Customer New Customer coupons will print at the bottom of an order to selected printers for the first order only of a new customer New customers are those customers with phone numbers not previously listed in the Customer Database Lazy Customer coupons will print at the bottom of an order to selected printers for customers that have not ordered within a user defined number of days For example if you define the number of days at 45 all customer orders that are printe
149. nt of Bank Returned labeled Added Cash 4 Total of all tickets 5 Total Number of Tickets 6 Total Number of Runs 7 Average time per run Driver Summary Report The Delivery Management screen also provides options for displaying and printing reports for the current period These reports are also available under Reports See section 2 40 To access the reports touch the Reports control on the lower left of the Delivery Management Screen The Driver Summary Report details the following information 1 Date amp Time of Report 2 Name of Report 3 Driver Name for each driver 4 Driver Status Open Closed for each driver 5 Total Runs for each Driver 6 Total Tickets for each driver 7 Total for each driver To print the Driver Detail Report touch Print The report will print to the first local printer found on your terminal If no local printer is found the report will be spooled to the first system printer found For more information on setting up local and system printers see section 3 20 A Note This report is designed to print on a 40 column printer DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 51 1 90 Delivery Management cont I Driver Detail Reports To access a Driver Detail Report first access the Driver Summary Reports detailed in the previous section Select a driver by touching the driver s name and then touch the Driver Info control on the lower command
150. ntry First select either Clock IN or OUT to indicate the type of entry you wish to make If the new Entry is a Clock IN you are given the opportunity to select a Job Description 1 2 3 4 or 5 If the new Entry is a Clock OUT then you are given the opportunity to enter the declared Tips amount Select the New Date using the left amp right arrow controls under the New Date display You may choose any date that falls within the defined Pay Period Touch the Hour control and use the left amp right arrow controls under New Time to select the hour of the new record then touch Min and use the same controls to select the minutes NOTE You may hold the controls in to allow the values to scroll rather than touching the control for each new value Once you have selected the new date and time touch Add to add the new record to the Time Card The Time Card will re sort the Clock IN and OUT entries each time you add a new entry 2 Deleting an Entry To delete an entry touch the entry you wish to delete and then touch the Delete control that appears at the bottom of the screen 3 Replacing an Entry To replace or edit an existing entry touch the entry you wish to edit and use the New Date and New Time controls to select the new Date and Time Note that you may not cross over an existing entry Once you have dialed in the new time touch Replace to change the entry DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Softw
151. nu Items and Categories for the selected reporting period To access the Reporting Period Module touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Custom Reports then select Item Server Sales from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen The Daily Server Sales Report initially displays sales for the Menu Item that was loaded into Category 1 Item 1 on the last day of the reporting period To view alternate sales breakdowns use the Category and Item scroll arrows to browse through the Menu If any items have been sold for the reporting period then the name of the menu item will be displayed in the upper right corner of the report window and the sales distribution will appear next to the server names The Daily Server Sales by Item report includes the following information 1 Title of the report including the reporting period and date and time the report was accessed 2 Category Item and Item Description if sales are reported 3 Server Name for each server on duty during the reporting period 4 Total Items sold for each server 5 Total dollars sold for each server Note that the value of Menu Modifiers associated with the Menu Item on each ticket are included in the total dollars figure This is why the unit price may vary from server to server 6 Total tickets for each server that included at least one of the selected items 7 Footed to
152. o complete the order Of course the user can always change the service type for any ticket simply by touching another service type selection for the odd ticket that may be processed for a service type other than the default service type If you do wish to use the default service type feature highlight the Default Service Type line item then touch the service type you wish to use If you do not wish to use a default service type select None Default Customer Window The Customer Information Screen described in section 1 85 includes 3 different Customer Information Windows You may use the Default Customer Window feature to cause one of these windows to appear automatically each time a customer record is retrieved For example you may wish to see the Previous Orders window for each customer automatically as soon as the Customer Information screen is seen To set up your terminal to do this highlight the Default Customer Window line item on the Terminal Configuration Screen and touch the Tickets option The Default Customer Windows options available are as follows Default Customer Window Selects None None Previous Orders Tickets More Info Comments Customer Totals Points Note that if a particular customer record has been set up with a priority comment See section 1 85 C 2 then the More Info Comments window will always appear for that customer over riding the Default Customer Window Automatic Street Search The Cust
153. o report all sales To save time when setting up your menu you can assign a single account number on the category screen and then touch the Copy to All Items control to send that number to all items within the category 4 Advanced Group 5 6 In addition to reporting by Category some users may wish to report sales by Groups of Categories To change the group field touch the group text entry box and enter the new group number You may assign any number to this field from 1 127 Advanced Picture Filename The path used to locate the picture for the Category is listed in this box This name is generated automatically when you select a new bitmap by touching the square sample control on the Category screen Generally this field should not be edited without assistance from your Rockland Technology Sales or Service Representative Show PLU PLU numbers are used to report theoretical ingredient usage to an optional inventory reporting package If you are not using inventory then you do not need to read this section To access the PLU Receipt Level screen from the Category Set Up screen touch the Show PLU control PLU Recipe Levels Category Number 5 Recipe levels are set by touching the recipe level then adjusting the scroll bar to set the maximum amount You should always set Recipe Level 1 first then recipe level 2 etc Recipe level 4 is set automatically DiamondTouch Inc Copyright 2007 Diamo
154. omer Information screen includes a Street Address Look Up feature which matches a customer s street address with a street database for selecting delivery areas delivery charges etc This feature is described in section 1 85 F Any terminal can be configured to perform the Street Search automatically which allows the user to verify each customer s delivery area information as soon as the customer information screen is loaded on that terminal This will allow you to use a pre loaded customer database in conjunction with a customized street database and pre determined delivery charges by area See section 3 50 for more information on setting up the Street Database and Delivery Areas To turn on Automatic Street Search touch the Automatic Street Search line on the Terminal Configuration screen and then touch ON Touch OFF to disable this feature DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 102 3 10 A Terminal cont Terminal Configuration cont 4 5 6 7 Counter Service The Counter Service feature is designed for operations that need to cash out each ticket as it is ordered Any terminal can be set to run in Counter Service mode with is essentially an express mode that eliminates a few keystrokes When taking an Order in Counter Service Mode the Print amp Cash Out button will be activated as soon as a Service Type is selected When used in conjunction with the Default
155. on Others may print items in wide print and some may not Patterns can also contain instructions that tell a ticket not to print at all unless certain menu categories such as drinks have been ordered It s all in how the system designer sets up the patterns The Service Type and Patterns like the Printer Ports in the previous section are set up common to the system as a whole Profiles such as the list shown above are set up individually for each terminal on the system The following sections will discuss the Service Types Patterns and Profiles concepts in more depth DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 124 3 25 Tickets cont Service Types Service Types such as Dine In Take Out and Delivery are used primarily to set up tickets with appropriate information and to report totals in separate categories In addition you can set up your service types to operate in different ways such as allowing Driver Dispatch or prompting for a Ready Time automatically To access the Service Type set up screen from the main menu touch Set Up select Tickets and then Service Types Service Type Description You may configure anywhere from to 8 separate service types To set up a service type touch the white description field and type in your service type description To configure the service type for one of the 8 service type features touch the circle beneath the feature you wish to ena
156. ondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 118 3 15 Menu Set Up cont Modifiers Menu Modifiers are used to add ingredients cooking instructions sides and a variety of information to a Menu Item on a ticket A modifier could be an order of cream for a large coffee or an order of french fries or a coke with a cheeseburger Modifiers can be used for just about anything you need to fully describe an item ordered by a customer This section describes how to set up a modifier list For more information on how to link a modifier list to an item and many other features available for controlling how modifiers will work see section 3 15 B To access the modifier set up screen from the main menu touch Set Up select Menu and then Modifiers List 1 3 Advanced Features Modifier 1 000306 Lock PLU S PICTURES CANABAC BMP OL Modifier Includes i berm The modifier set up screen will always begin at Modifier List 1 Modifier 1 There are a total of 40 Modifiers available for each list you may program up to 320 total modifiers lists although most restaurants can complete their entire menu with 15 30 lists at the most Once a list has been created it can be attached to multiple items You do not need to create a list of steak dinner sides for every steak on your menu The baked potato rice steak fries and curly fries choices you set up for a Potato Sides modifier list could proba
157. ondTouch 5 5 Software Documentation Page 136 3 40 Employees cont A Employee Set Up cont The Payroll Window allows you to set the employee Social Security Number Date of Hire and the regular and overtime rates for up to 5 different job classifications If you do not enter an overtime rate overtime will be calculated at time and 1 2 automatically on the labor reports The job classifications correspond to the job code indicated by the employee during sign on The Job Descriptions field is reserved for future use Costs for Salaried Employees will not be included on the hourly labor reports To add a new employee touch the Add button and the first available blank record will be displayed You can also use the right arrow button to scroll to the next available blank record and add the employee To erase an employee touch the erase control to clear all information from the record shown Once you have finished editing the employee database touch finished B Security Levels Security levels in DiamondTouch are assigned to specific functions within the program The more secure you wish to make the function the higher the security level will be For example you may wish to make order entry of Tickets a relatively low level function to allow any server to place an order Handling cash to cash out tickets might require a higher level and opening and closing a register drawer might require a higher level still To access the Security Set
158. opriate check box Use the list box on the right of the Table Features screen to select the Table Number When you have completed setting up the Table press the Finished control in the Table Features window When you have completed placing all of the desired tables onto a section touch the Finished button on the Table Placement set up screen DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 135 3 40 A Employees Employee Set Up The Employee database is used to store the names and password levels of all users In addition pay rates personal information comments and even a photo can be stored as part of the employee record To access the employee set up screen from the main menu touch Set Up select Employees and then touch Employees To move through the employee records use the arrow scroll bars at the lower left portion of the screen The black left and right arrows will move one record at a time the blue arrow button controls will move to the first record left arrow or the first available record right arrow The record number will always appear just to the right of the Last Name field at the top of the screen To activate a user you must enter a last name a first name a password and a security level If you wish to take advantage of the Sales VS Labor reporting capabilities of the system then you should also enter hourly pay rates as well The main form also provides fields for addres
159. opriate date and then touch the Weekly Performance button 150 200 DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 100 PART 3 Set Up The Set Up portion of the DiamondTouch Restaurant Management System is used to configure your Terminal Settings Order Entry Menu Employee and Customer Files Security Levels and other functions within the system Many of these settings such as your Printers Ticket Set Up and Network settings may have been set up by your Rockland Technology representative and may never need to adjusted Other settings such as the Employee Set Up or your Menu may need to be accessed from time to time to make minor changes The following sections describe each of the Set Up options in your system If you are unsure of how to use any of these settings please call your Rockland Technology representative for assistance before making any changes to your Terminal Ticket Network or Printer settings To access the Set Up Main Menu screen from the main menu touch Reports then touch Set Up The DiamondTouch Setup program will read your terminal settings and the Setup Main Menu will appear 3 10 Terminal A Terminal Configuration The Terminal Configuration screen is used to set up the basic operating properties of each terminal on the system To access the terminal settings screen from the main menu touch Set
160. or any range of dates To save a step when calling up reports Reporting Periods are defined in advance using the Reporting Period tool found under Custom Reports This way once the user has defined a week month or other reporting period once it does not have to be repeated each time a report is pulled See section 2 50 A for more information on defining reporting periods To view the Period Modifier Reports touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Sales then select Period Modifier from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired reporting period from the Report Period Selection Window in the Lower Right quadrant of the screen and press Next DiamondTouch will display a progress bar while the report is built For more information on data detailed in the Period Modifier Report please refer to the Daily Modifier Report descriptions in Section 2 10 C To print the report touch the Print control at the lower left of the report display screen The report will print to your Windows default printer This report was designed to print on an 80 column printer DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 57 G 2 15 Period Summary Reports The Period Summary Report is a weekly summary sales breakdown The report provides the following data totals for each day of the week selected with a w
161. ot found the Customer Information Screen will read New Customer DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 44 1 85 Customer Information Screen cont Looking Up a Customer by Name To look up a customer by Last Name type the new Last Name in the Last Name text box and press then Enter key A list of matching names will be displayed in an information box to the right of the screen To access the full record of one of the matching names select the name by touching it and then touch the small Next control in the Names Information Window To close the information window at any time press cancel Looking Up a Street Address Matching customer street addresses to the Street Database is useful for assigning delivery areas to which you can assign different minimum orders and delivery charges and for automatically retrieving City State and Map Grid information into your customer record This can reduce data entry time for new customers since you would only need to request a name and an address to fill in your Customer Information screen For information on filling out your Street Database please see section 3 50 B If Automatic Street Search is turned on the Customer Information screen will automatically try to find a matching street for your customer record as soon as the screen is initialized You can also activate street search at any time by entering an address example 123 First St
162. ouch next Ticket Detail Reports Thanks to a unique data compression methodology DiamondTouch saves all raw ticket information even after the day has been closed to provide management with detail reporting days weeks months or even years after the day was closed Information on Menu Items ordered transaction detail and even driver information is saved for viewing at any time In addition DiamondTouch even allows the user to view the ticket history including any changes or deletions using the Ticket History drill down reporting feature Finally to allow Management the capability of creating its own custom reports DiamondTouch allows the user to export and view the Ticket Detail in Microsoft Excel without ever leaving DiamondTouch To view the Ticket Detail Report touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Ticket Detail then select Ticket Detail from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Next select a report date from the selection window that appears in the lower right quadrant of the screen DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 65 2 25 Ticket Detail Reporting cont B Ticket Detail Reports cont The Ticket Detail report contains the following information 1 Report Header including the name of the report the reporting period and the date and time that the report was accesse
163. ourly productivity report rely on the employee time records as a guide for analyzing and reporting various activities within your operation To Clock Out of the system simply touch the Clock Out control button on the touch screen and press Clock Out Users that have Clocked IN with Job Codes 1 3 or 5 will also be prompted to key in the amount of their tips DiamondTouch will return to the Screen Saver once the user has clocked out Exit System To Exit the DiamondTouch System touch the Exit System control located at the bottom left of the Main Menu DiamondTouch will ask you if you are sure that you want to exit answer yes and you will be returned to your desktop Note that a dedicated security level protects the Exit System control Users without the proper security level will not be able to use this control Please see section 3 40 B for more information on setting up your security levels DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 8 1 20 Order Entry The heart of the DiamondTouch system and by far the most used function is Order Entry By following a few easy steps most users can be placing orders within minutes Order Entry can be accessed in many ways but the easiest way is to simply touch New Ticket on the Main Menu The Order Entry screen consists of 3 primary windows the Menu Selection Control Window the Smart Check User Interface Window and the Primar Control Bar Peeters a
164. p check tenders only The Server Cash Out screen also offers the ability to use alternate tender keys and perform a split tenders on single tickets but it does not offer a split ticket capability where multiple guests wish to split payment for a single ticket For this functionality the standard Cash Out function is still recommended To use Server Cash Out touch the Server Management control on the Main Menu then select a server by touching the Server Name Next touch Cash Out DiamondTouch will load the Server Cash Out screen and will display all open tickets for the selected server in the display box in the upper left of the screen Before cashing out tickets they must be selected You may select tickets one at a time touch the Ticket and then touch Add Ticket or you may select all tickets at once touch All Tickets The total due amount will reflect the sum of all selected tickets You may cancel the operation by touching the Exit button as long as you have not begun a partial tender in which case you will be prompted to complete the tender before exiting Tickets that are cashed out in a multiple Ticket Tender operation are logged with one of two possible tender descriptions MTTCshOnly Multiple Ticket Tender for Cash Only and MTTCsh amp Chk Multiple Ticket Tender with at least a partial Check Tender These descriptions will be attached to the ticket transactions when they are viewed in the various register reports to diffe
165. playing Dollar value by hour d Footed Totals For this report total ticket values are logged into the hour during which they were last changed Net Sales Summary By Category The Net Sales Summary by Category Report breaks down the Sales by your Menu Categories This allows you to tell at a glance how much each of the Menu Categories is contributing to your total sales Detailed on this report you will find a Category Name for each Category b Quantity of Items Ordered in each Category c Total Sales from Each Category d Percent of Sales Contribution from each Category e Footed sub totals for sales and percentage of Total Sales f Total Quantity Dollars and Percentage of Sales for Discounts g Total Quantity and Dollars for Delivery Charges h Net Sales Total Note that your Net Sales total in item h above should always tie back to your Net Sales total listed under the Net Sales Summary by Service Type report Net Sales Summary By Patron Count The Net Sales Summary by Category Report breaks down the total sales yet another way by Patron Count for each of your Service Types The net sales summary by Patron Count includes the following information a Ticket Quantity for each Service Type b Ticket Dollars for each Service Type c Patron Quantity for each Service Type d Average Dollars per Patron for each Service Type e Footed totals including Average Dollars Per Patron Type for All Service Types Combined D
166. ply touch the line item of the ticket you wish to Table Server Hike gaiit edit For example let s say you want to change the quantity of a drink item Perform the following steps 1 Touch the Drink Item on the Smart Check 2 Touch the Quantity Button on the Edit Control Bar at the bottom of the screen 3 Enter the New Quantity and press Enter Note that the new quantity is displayed and all of the pricing has been updated automatically This process of touching the item to be edited then entering the change is used for all ticket edit functions on the system In addition to changing the quantity of an item you can insert and delete line items replace modifiers insert separators comments or discounts anywhere on the ticket and even change a medium pizza to a large pizza and watch all of the topping prices change automatically Because the Menu Selection Control Window automatically finds the group containing the line item you have touched changing from a Regular Coffee to Decaf is a snap just 2 touches of the screen and you re done Note See section 3 15 A for more information Any discussion about ticket editing should always raise some concerns about security and audit control Please note that for audit control purposes any edit operations done to recalled tickets that result in a lower overall ticket value will be singled out and logged in the Daily Event Log In addition many edit opera
167. ply tracks transactions without actually opening a mechanical drawer The register must be opened and each user must sign on to either Drawer 1 or Drawer 2 before running the first transaction of the day If either of these operations have not yet occurred DiamondTouch will guide you through the short process For more information on Signing On to a Cash Drawer see section 1 40 A When a Register is opened DiamondTouch will prompt the user for the starting cash amount This is the amount of cash in the cash drawer before the first transaction has occurred Once signed on it is not required that the user sign on again until the following day The Cash Out screen can be accessed via the Main Menu the Ticket Status screen the Order Entry Screen or the Table Management Screen Standard Transaction When a customer presents a check for payment touch the Cash Out control button on the Main Menu to access the Cash Out screen Touch the Enter Ticket button and enter the Ticket Number from the customer s ticket The ticket order information will be loaded onto the display on the left and the amount due will be detailed in the upper right of the screen If the payment is offered in exact change simply touch the appropriate tender key for example Cash and the transaction will be completed If change is owed key in the amount tendered on the Register keypad and then touch the appropriate tender key The change due to the customer will be
168. ports available from the Server Status screen Section 1 70 DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 21 1 25 Ticket Recall The Ticket Recall function is designed to allow the Order Taker to reload a previous order back into the Order Entry Screen for review and possible editing such as adding items or changing the Service Type DiamondTouch provides a variety of Ticket Recall options Recall By Ticket Number Recall By Table Number Recall By Customer Name Recall By Customer Phone Number Recall By Selecting from a list sorted by Order Taker Driver Service Types Open Closed Status or by any combination using the Ticket Status Screen By learning how to use the Ticket Recall methods appropriate to your operation your order taker can recall and edit any order in just a few seconds A Recall by Ticket Number If you already know the ticket number one simple way to recall a ticket is to e Touch Recall Ticket from the Main Menu e Enter the ticket number on the keypad that appears on your touch screen and touch Enter You will be immediately brought back into the Order Entry screen with the order you specified displayed on the Smart Check interface Please note that once a ticket has been cashed out or closed the ticket can no longer be recalled for editing for obvious audit control reasons You can always view and reprint any ticket of course even if it has been closed out B
169. presses Finished because the order is finished Adding editing inserting or deleting Special Comments Price and Percentage Discounts Delivery Charges Ready Time Customer Information Table Number Guest Counts Price Adjustments Tax Status Item Quantities and Customer Separations are all just a touch away These features and more are detailed in the sections that follow C Service Types Once an Order has been entered a Service Type must be selected either automatically or by the user DiamondTouch allows for up to 8 different Service Types such as Dine In Take Out and Delivery Service Types can be each be designated to print different types of tickets to different printers prompt for Ready Time automatically add delivery charges interface to the integrated dispatch system automatically deduct sales tax and report separate sales totals for the store as a whole or even for each order taker individually Any Service Type can be set as a default on any station which eliminates the need for the order taker to select a Service Type See Section 3 10 A A Service Type can be always be changed after it is selected whether it was selected automatically or manually by simply selecting an alternate Service Type D Ticket Printing Once a Service Type has been selected DiamondTouch will display the Print Profiles associated with that Service Type A Print Profile is simply an instruction to the system to print the
170. previous section This section will discuss how to set up Service Types Ticket Patterns and finally the 8 available Profiles for each of the 8 possible service types that s 64 total that tie it all together While this can seem a bit confusing at first once a system is fully configured a typical complete installation will end up looking very much like the example below Diamond Touch Ticket Profile Summary Diamond Touch Ticket Profile Summary for Terminal Number 1 Service Type Guest Check Kitchen Bar Guest Check Kitchen Bar Guest Check Kitchen Bar Guest Check Kitchen ToGo Bar Driver Tkt Kitchen ToGo Bar Dlvry Receipt Driver Ticket Kitchen Bar Customer Receip3 5 s 3 5 2 3 t 2 3 4 As shown above the sample restaurant offers Dine In Carry Out and Delivery service types The system printer on COM 4 is set up in the kitchen while the system printer on COM 5 is set up to print in the bar When an order is completed and a Dine In or Carry Out service type has been selected 3 tickets will be printed Delivery orders will print 4 tickets When the tickets are printed the information on the tickets will be based on ticket layouts set up by the system designer These ticket layouts are called Patterns For example some tickets will print server names and table numbers others may print directions for delivery drivers from the customer database Some tickets may print pricing informati
171. r because you decide to assign the ticket to another driver To remove a ticket from a driver first touch Driver then touch Driver Info Next select Ticket Entry and then touch the Remove Ticket button located at the bottom of the Delivery Management display Because this feature could represent an opportunity for abuse from an audit control stand point a dedicated security level protects this feature See section 3 40 B for more information on setting up Security Levels In addition this event is logged as an exception event similar to a voided ticket and will be highlighted on the Event Log Report for the current reporting period See section 2 25 B for more information on Ticket Event Log reporting Returning a Driver When a driver returns to the store following a delivery run the driver can be returned to the IN list by simply touching the driver name and then touching the Driver In control on the bottom right side of the Delivery Management Screen The driver information will move from the OUT list of the screen to the IN list of the screen Cashing Out a Driver Once a driver returns it will be necessary at some point to account for the money collected by the driver for each ticket It is not necessary to cash out a driver after each run but it is necessary to cash out a driver before the driver account can be closed The driver account must be closed for all drivers before you can close the day so this means that driv
172. rawer on this terminal select Off Cash Drawer 2 Cash Drawer 2 works the same way as Cash Drawer 1 If you are operating with more than 1 Cash Drawer you may set Cash Drawer2 by touching the Cash Drawer2 line on the Terminal Configuration screen and selecting the port no port or off if you do not wish to use the 2 Cash Drawer feature Print Register Receipts When a ticket is cashed out a receipt will print automatically if you have set your terminal up to print register receipts See section 1 35 for more information on cashing out tickets To set your terminal up to print register receipts select the Print Register Receipts line on the Terminal Configuration screen and select Yes If do not wish to print receipts touch No DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 103 3 10 A Terminal cont Terminal Configuration cont 8 Customer Display DiamondTouch supports the EMAX format optional customer pole display for displaying greeting messages amount due and change to the customer when taking orders across the counter Pole displays can be configured for any terminal in your system and can generally share a communications port with a serial printer and a cash drawer To set up your customer display touch the Customer Display line on the Terminal Configuration screen Select the port that your display is connected to and enter the top and bottom greeting messages in the text boxes p
173. reen from the main menu touch Set Up select Menu and then Tax Rates Enter your tax rates as a decimal number If your tax rate is 7 then enter 07 for the tax rate If your tax rate is 8 1 4 then enter 0825 Tax Rates All items will default to Tax Rate 1 as the menu is entered so this tax rate should always be set with the most common tax rate If you only use one tax rate then set that rate to tax rate 1 The last tax rate is the delivery charge tax rate If you use delivery charges See section 3 50 E for more information on setting up delivery areas then you will need to set the appropriate tax rate for delivery charges in this field If you set this field to 0 then the delivery charge portion of your tickets will not be taxed When you have completed setting up your Tax Rates press CONTINUE to exit the tax rate set up screen DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 121 3 20 Printers A Printers DiamondTouch provides a very powerful array of printer configuration options Before jumping into your Printer Set Up screen it would be a good idea to first gain an understanding of how your individual local and system printers have been configured Local printers are those printers attached to a terminal that are only used by that terminal A cash drawer printer is a good example of a local printer Local printers can only print information from the terminal to which they are att
174. reet into the Address text box on the Customer Information Screen and by then pressing your Enter key If the street is not found a Street Information Window will open automatically on the right side of your screen Street Search will attempt to match your street with the closing matching entries at the top of the list To select one of the displayed streets touch the street and then touch the small Next control within the street search information box Before replacing your street name Street Search will evaluate the street address to make sure that it falls within the range of the street selected If the address matches the street search box will disappear If the address does not fall within defined range of your selection then the Street Search box will re appear with a red Street Number is Out of Range message You can edit the street number in the address field and then press enter to allow Street Search one more chance to match the record or accept the entry as is by touching the Cancel button on the Street Search Window DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 45 1 90 Delivery Management For operations that provide delivery service to their customers DiamondTouch provides a comprehensive integrated Delivery Management System From the Delivery Management screen you can view the status of drivers both IN and OUT add drivers to the IN list dispatch drivers add tickets to driv
175. rentiate them from standard cash transactions Once each transaction has completed a receipt will be printed if your station has been configured to print register receipts see section 3 10 A The receipt will detail the following information 1 Name of the Server to whom the tickets are attached 2 Name of the Cashier that is the current user that processed the payment transaction 3 Date amp time of the transaction 4 Server Cash Out Receipt Header 5 A list of tickets cashed out including the ticket number Table No and amount of each ticket 6 Subtotal of all tickets selected 7 Tender description and amount for each tender 8 Subtotal Paid amount if more than one tender was made 9 Amount of change due 10 Ticket Total and Average Ticket Value for the transaction There is no limit to the amount of tickets that can be processed in one transaction This function is therefore very useful for operations that run Server Banking until the end of the night Servers can balance their banks with the Server Detail Reports then settle payments with management using the Server Cash Out function for a speedy close out process at the end of the night DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 40 1 80 Phone Orders DiamondTouch provides an extensive feature set for phone orders Highlights include Customer Database in an open 32 Bit Microsoft Access compatible format Instant cus
176. report date from the Report Date Selection Window in the Lower Right quadrant of the screen and press Next The Daily Item Report see above includes the cost of any Menu Modifiers ordered with the items in the report totals For example if a Pizza has been ordered with extra cheese and onions then the price for those modifiers is included in the total Pizza pricing listed in the Daily Item Report To get a separate look at how many toppings were ordered the Daily Modifier report provides the required level of detail The Daily Modifier Report includes the following information sorted by Modifier List and Menu Modifier number a Quantity for each Menu Modifier b Dollars for each Menu Modifier c Percentage of Net Sales for Each Menu Modifier d Average Sales Value of each Menu Modifier e Footed totals for each Modifier List including the Quantity Sold Dollars and Percentage of Net Sales and Average Value To make the report more readable and to save paper the Daily Modifier report will only print information for defined menu modifiers that were sold during the reporting period To print the report touch the Print control at the lower left of the report display screen The report will print to your Windows default printer This report was designed to print on an 80 column printer Period Sales Reports The Period Sales Report is identical to that of the Daily Sales Report with one exception the reporting period is not l
177. ribe the item being ordered Modifiers generally appear automatically during the order taking process and the Order Taker selects them in a sequence pre defined by the menu designer on the Show Modifiers screen NOTE The Modifier Lists themselves are designed in the Modifier Set Up described in the following Section 3 15 C To set up the modifiers for a menu item touch the Show Modifiers button on the Menu Item Set Up screen Name on Tickets Pasta Supremo a O pie fe Lee ay ge Es oF a a x x E a E a E E As shown on the above screen there are 10 rows on the Show Modifiers window one for each of the 10 possible modifier lists for the selected item For most items 1 or 2 modifier lists will be sufficient Each modifier list has a number and an optional name To attach a modifier list to an item touch the desired modifier row to access the modifier list selection window shown below DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 113 3 15 Menu Set Up cont 1 Show Modifiers cont The small scroll bar on the upper left portion of the screen allows you to browse through the available modifier lists The large window below the scroll bar that lists the individual modifiers within each list is for information only This can assist the menu designer in making sure that the right list is being selected To select a list highlight the list in the upper
178. rovided Your greeting messages will be displayed when your terminal is first turned on and after cash out transactions have been completed To turn off the pole display feature touch the Customer Display line on the Terminal Configuration screen then select OFF 9 Ticket Messages The Smart Check user interface can display animated messages to your Order Takers while the order is being processed These messages can be used for suggestive selling or simply to remind your order takers to thank the customer for each order To setup ticket messages for a terminal touch the Ticket Messages display line on the Terminal Set Up screen Select ON to turn this feature on and enter the blinking and scrolling messages you wish to display in the text entry boxes provided The messages will be displayed automatically whenever the order taker pauses during the order taking process To turn the feature off select off 10 Screen Saver The DiamondTouch screen saver is used to increase monitor life and enhance system security by forcing users to sign on to the system The screen saver has three modes of operation OFF Screen Saver can only be enabled by touching the Diamond logo on the Main Menu Main Only Screen Saver will turn on automatically from the Main Screen only if no activity takes place within the amount of seconds specified in the Time Out field All Screens Screen Saver will turn on automatically from any screen if no activity t
179. rs DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 67 2 25 Ticket Detail Reporting cont Ticket Detail Reports cont 2 Exporting Ticket Detail to EXCEL To export the Ticket Detail data to Microsoft Excel you must first have a working copy of Microsoft Excel 97 loaded on the terminal To export the Ticket Detail data to Microsoft Excel 97 first pull up the Ticket Detail Report by touching the Reports control on the Main Menu From the Manager Reports main menu touch Ticket Detail then select Ticket Detail from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Next select a report date from the selection window that appears in the lower right quadrant of the screen Touch Export to Excel to initiate the data conversion process After linking to Excel and exporting all data DiamondTouch will prompt you to save the file if the file was viewed earlier and will ask if you want to view the report in Excel Answer yes to both questions to view the report Microsoft Excel 97 will appear on your screen with Worksheet 5 pre loaded with the selected ticket line item data For ticket summary data touch Worksheet 4 For more information on working within Microsoft Excel to create your own reports macros etc please refer to your Microsoft Excel 97 documentation package To return to DiamondTouch select File then Exit from within Microsoft Excel You will be returned
180. rt was designed to print on an 80 column printer Driver Detail Reports The driver detail report allows the user to view the individual tickets and individual driver run data that were used to compile the summary data The driver detail report is available as a Drill Down report from the Driver Summary Report display screen To access a Driver Detail Report first access the Driver Summary Reports detailed in the previous section Select a driver by touching the driver s name and then touch Driver Detail control that will appear on the lower command bar A pop up window will display the Driver Detail Report The Driver Detail Report contains the following information 1 Date amp Time of Report 2 Name of Report 3 Driver Name 4 Ticket Detail Report including the Run Number Ticket Number Delivery Address and Dollar Amount for each ticket 5 Total Ticket Dollars 6 Outstanding Bank 7 Total Driver Amount 8 Run Detail Report including the Run Time Out Time In Total Time Total Tickets Average time Per Ticket and Total Ticket Amount for each Run 9 Footed Totals for the Run Detail Report Driver Detail Reports can be printed by touching the Print control button located at the bottom of the detail report pop up box The Driver Detail Report will print on the first local printer found on the current terminal if no local printer is found then the report will be spooled to the first system printer found For more i
181. rust Style AFTER all of the toppings have been ordered If the customer has only ordered 3 toppings then the order taker is looking at modifier list 3 which is another list of toppings You can provide for this scenario by adding what is called an optional modifier list to the item for crust style and or cooking instructions To allow the order taker to Skip through the rest of the required modifier lists check the Allow Manual Skip of Required Modifiers check box in the Category Set Up Window This will allow the Order Taker to touch the Modifier command button on the Order Entry screen and bypass all required lists to get to the first list of non required modifiers The order taker will then be able to browse through all non required lists for the item by touching the Modifier control again until he sees the crust selections The order taker can then touch Thin Crust and continue with the order without missing a beat This feature probably won t be used for most of your Menu Categories However if you can gain an understanding of how this feature works in conjunction with the other features available in the menu then you can maximize the capabilities of the DiamondTouch Order Entry system to your best advantage Advanced Sort Modifiers This feature is used for operations that always wish to print modifiers in the same order on the tickets no matter what the sequence the order taker used to create the order This i
182. rver Tips Daily Items Sales Period Item Sales Labor Reporting Daily Labor Reports Period Labor Reports Productivity Reports Sales VS Labor Reports Ticket Detail Reporting Listing Ticket Detail Reports Event Log Reports Discount Detail Database Reporting Employees Menus Modifier Lists PLU Tables Revenue Reporting Transaction by Ticket Transaction by Drawer Daily A R Integrated Cc Raw Data Integrated CC Report Cashier Summary Summary by Drawer Period A R by Customer Balance Cash Period Pay In Out Delivery Reporting Delivery Summary Reports Driver Detail Reports DiamondTouch Inc Page 3 Copyright 2007 DiamondTouch 5 5 Software Documentation Page 4 TABLE OF CONTENTS 2 45 Customer Reports A Daily Customer Sales by Ticket B Daily Customer Sales by Customer C Daily Customer New vs Repeat D Create Report E Customer Period Sales Report F Monthly customer New vs Repeat G All Customers new vs Repeat Report Periods Defining Reporting Periods Daily Server Sales By Item Period Server Sales By Item N aes 2 60 Utilities A Run File Back Up B Launch ISI C Launch Chef Tec D Launch Optimum Control 2001 2 70 Options A Export Inventory 2 80 Close of Day A Auto Close 0 Time Cards A Viewing Employee Time Cards B Printing Employee Time Cards C Viewing and Adjusting Pay Periods D Editing Employee Time Cards 95 Back Office A Daily Sales Report B Daily Performance
183. s Line items on tickets that were ordered by this employee between the time the employee clocked in and when the employee clocked out To print the report touch the Print control at the lower left of the report display screen The report will print to your Windows default printer This report was designed to print on an 80 column printer DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 62 2 20 Labor Reporting cont Period Labor Reports The Period Labor Report is identical to the Daily Labor Report described in the previous section with the exception that the Period Labor Report includes a detail listing for every employee shift worked for the entire Pay Period not just a single day To view the Period Labor Report touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Labor then select Period Labor from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen To change the reporting period touch Pay Period then use the Calendar Selection Screen to select a new reporting period You may browse through the possible dates using the scroll bars next to the month and year indicators To select a new reporting period simply touch any date within the reporting period and the reporting period for that date will be highlighted Press OK to select the reporting period To print the report touch the Print control at the lower left of th
184. s particularly useful for a high volume Sandwich Make Line where the ingredients sequence has to match the order of the food bins on the table For example let s say the modifier list for a standard sub sandwich calls for the following sequence Lettuce Onion Tomato Green Peppers Black Olives Jalepeno Peppers The bins have been placed in the above sequence but the customer orders the sandwich as follows Jalepeno Peppers Onion Green Peppers and Lettuce Without an automatic sort the lettuce at the end or the Jalepeno at the top might not get picked up by the make station By checking the Sort Modifiers checkbox all items ordered within the Category will automatically sort the modifiers in the sequence that the list was programmed and the ticket will be printed with the lettuce at the top and the Jalepeno at the bottom Note that this feature will only sort modifiers within a list If a 2 modifier list is used then those modifiers will also be sorted but they will not be merged with the previous list DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 109 3 15 Menu Set Up cont A Category cont 3 Advanced Item 1 Account For optional back office reporting purposes account numbers are used to report revenues and expenses DiamondTouch allows you to assign each menu item a unique account number however most accounting systems might only use a few account numbers t
185. s phone date of birth sex driver s license number and State Many of these fields will appear on the employee database report described in section 2 30 A The Security Window shown above will also allow edit of the security level password new card and comments To access from the Employee Database screen touch the Security button at the bottom of the screen A photo field is also available To edit the photo field touch the photo to bring up the photo library Photos are stored as jpg files You may wish to take your own employee photos with a digital camera and store them as jpg files in the Diamond98 Photos directory DiamondTouch can read only 6 photos at one time We suggest that you place only 6 photos in one folder To select a photo from the library simply touch it and the photo will be attached to the employee record To issue a new card touch the Issue New Card button and swipe the new card The new 4 digit password will also be displayed in the password field If you wish to enter the passwords manually simply touch the password text box and enter the new password The security level is selected by scrolling through the available security levels and touching the desired number 1 10 Employees will be able to access all functions with security levels at or below the employee security level See section 3 40 B for more information on setting up security levels for various functions DiamondTouch Inc Copyright 2007 Diam
186. s added To access the Price By Topping set up window touch the Price By Toppings control on the Menu Item Set Up Advanced Features window Enable Item Price By g E a Topping Price By Topping Count as Hale Allow Item E Misc Price 9 Exchange Item Topping Long Ticket Count as Whole Name On Button opping Half Toppmgs Count Highest oo EE neg Y wait aie PLU nt T Count 0 00 Price Picture FileName u Toppings Only PICTURES PIZZA BMP ts Finished Price by Topping will only work if the Enable Price By Topping check box is checked Fill in the price structure for the item in the pricing matrix on the left of the screen To fill in all prices below a maximum set price highlight the maximum price and touch the fill control If the modifier list you are using contains some gourmet toppings that are priced higher than a standard topping you may wish to check the Count 0 00 Price Toppings only check box This will cause the system to skip the priced modifier when counting the toppings so the customer won t pay twice for the priced gourmet topping Half toppings are always rounded up to the next highest whole when counting 1 2 toppings For example a pizza with half mushroom and pepperoni and half extra cheese would normally be considered a 1 topping pizza and would be rounded up to the 2 topping price Before rounding however there are some alternate ways of counting half toppings Consider a P
187. scroll bar and touch Select The first selection at the top of the modifier list is a NO Modifier selection use this to reset the modifier to 0 If you wish to close the Modifier List selection window without making a selection touch Cancel After selecting the modifier list you can set various properties of the modifier list These are discussed below Req d Setting any required amount other than O will force the order taker to select a minimum required amount of modifiers before the modifier selection window displays the next set of choices For example with a Sub Sandwich you may want to force the selection of white wheat rye sourdough or pumpernickel bread You would first go to the modifier set up screen See section 3 15 C that follows and set up a new modifier list called Sandwich Breads Next attach the Sandwich Breads modifier list to each sub sandwich item as shown in the previous section and set the Required box to 1 This will force the order taker to select just 1 type of bread before moving on with the order Another list could be set up for type of cheese toasted not toasted etc NOTE Keep in mind that every required list adds a touch to the order entry process so you only want to force required choices that are common to all orders Opt An optional modifier list will not appear automatically It will be available to an order taker once the item is ordered by touching the modifier control This can be very usef
188. section 2 15 A above Once you have selected a server touch the Server Sales by Category control that appears on the control bar at the bottom of the Server summary report screen A pop up box will detail the server sales by category activity for the reporting period The Server Sales by Category Report provides the following information a Report Title b Server Name c Date and Time the Report was generated d Reporting Period e Category Name for each category with sales data f Quantity of items sold in each category with sales data g Total amount sold in each category with sales data Server Sales by Category Reports can be printed by touching the Print control button located at the bottom of the detail report pop up box The Server Sales by Category Report will print on the first local printer found on the current terminal if no local printer is found then the report will be spooled to the first system printer found For more information on setting up local and system printers please see section 3 20 A The Server Sales by Category Report was designed to print on a 40 column printer Server Tips To view the Server Tips Report touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Servers then select Server Tips from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired employee from the Selection Window in the Lower Right quadrant
189. security levels If a cash drawer has not been configured for a terminal then the cash out control will be disabled on that terminal DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 38 1 70 Server Management Server Management provides a quick overview of all Order Takers currently processing tickets on the system Listed for each Server are the server name total dollars and total orders for each section In addition Server Management provides server detail report a convenient short cut to Ticket Status for a given server and a method of cashing out multiple tickets at a time with the Server Cash Out function Server Detail Reports To view a Server Detail Report touch Server Management select a server by touching the Server Name and then touch Report The server detail report provides the following information 1 Report Title 2 Server Name 3 Date and Time the Report was generated 4 Ticket Listing including the Ticket Number Section Table Number Total Value Amount Paid and Tender Method for each ticket 5 Subtotal of all tickets 6 Subtotal for each Tender Method 7 Subtotal of all Non Cash Tenders 8 Balance Cash Due Total Ticket Value less Non Cash Tenders 9 Total Number and Value of all Open Tickets 10 Sales Breakdown by Service Type including Service Type Description Quantity Total Dollars Total Covers Guests average dollars per guest for each Service Type
190. seful for operations in States that do not charge sales tax for delivery or for a Charity Banquet service type that may be tax exempt DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 125 3 25 Tickets cont Service Types cont Allow Counter Service is used in conjunction with the Counter Service feature described in section 3 10 A Counter service is used to automatically enter the cash out screen once an order is completed This is typically used in over the counter operations where customers order and pay at the same time Once the order is cashed out the order entry screen re appears automatically to allow the next order to be entered with a minimum of screen touches A terminal that is only used for Counter Service might also take advantage of the Default Service Type feature described in 3 10 A for even fewer screen touches However with both features turned on you will not have the opportunity to easily ring up the odd Dine In or Delivery Order at that station Force Prompt for Name will force the order taker to enter the customer name Force Table amp Guest will force the order taker to enter the table number and the number of guests at the table Force Prompt for Payment will force the order taker to enter the payment type Patterns Layout Tickets can include much more than just the items ordered They can contain server names table numbers delivery addresses and or directions specia
191. sing required modifier lists to adjust pricing See section 3 15 A Copy Price will copy the price of the current modifier to all other modifiers in the list Delete List will erase the modifier list entirely and allow the modifier list number to be re used by the next new modifier list created Be careful not delete a list still being used by an item Lock PLU is only used in conjunction with the optional inventory program To support an optional inventory interface DiamondTouch keeps track of a series of PLU numbers These numbers are used by the inventory program to link to a recipe database To maintain historical integrity of the PLU numbers DiamondTouch will automatically assign a new PLU number to a modifier if it sees that the menu designer has changed the description If you wish to prevent DiamondTouch from assigning a new PLU number to a modifier check the LOCK PLU checkbox before editing the modifier description When you are finished editing or viewing your modifier lists touch exit to return to the Set Up menu DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 120 3 15 Menu Set Up cont Tax Rates DiamondTouch allows for up to 10 different tax rates Tax Rates are assigned to each Menu Item individually This section describes how to set up your tax rate schedules For more information on assigning tax rates to menu items see section 3 15 B 2 To access the tax rate set up sc
192. stance from the store the customer s account was updated with 25 points towards a repeat customer award a Welcome Back Coupon was printed because the customer had not ordered within the last 45 days and the driver was reminded to deliver to the side of the house and beware of a neighbor s dog thanks to a priority message attached to the account By setting up a few parameters and understanding how to use a few basic features productivity gains like the one above can be just a few touches away A Manual Phone Number Entry For standard phone entry without Caller ID enabled a user must ask the customer for a phone number and then enter the number into the system To enter a phone number From the Main Menu touch Phone Order Enter the number on the keypad and press enter DiamondTouch will search the Customer database for a match and will then display the customer record on the Customer Information Screen If no customer was found the Customer Information screen will read New Customer For additional information on the Customer Information screen see section 1 85 DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 41 1 80 Phone Orders cont B Automated Phone Number Entry using Caller ID For systems configured with Caller ID touching the Phone Order control on the Main Menu will bring up the Caller ID User Interface screen To answer one of the eight 8 incoming lines simply to
193. t DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 78 2 35 Revenue Reporting cont H Period A R by Customer cont Rockland Technology 00001 Period Customer Sales Report Period Gales Report for 2001110 A through 20011105A Accessed On 11 05 2003 12 39 23 AN Factor Christine 2222222 A R Tendex TEh 100 anc iine 13 91 Dyna AR Totals Mayerchak Jennite 14049 The Period A R by Customer Report contains the following information 14 Report name period and access date 15 Customer name on the A R account 16 A R Account number 17 Date of transaction 18 Ticket Number 19 A R Account address 20 Amount of ticket 21 Total for all A R transactions for account 22 Tender type 23 Totals To print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on an 80 column printer I Balance Cash Each time the day is closed a Balance Cash Report is saved The balance cash report is the final daily revenue report for the day which reconciles cash and other revenues collected with the sales total and final deposit slip See section 2 60 for more information on closing the day To view the Balance Cash Report touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Registers then select Balance Cash from the Sub Menu Selection Wi
194. t If you have set a minimum order amount and you are using the minimum order amount in conjunction with a delivery charge then you will need to set the Minimum Order method to one of the following e Alert Message Only The delivery charge will not be set automatically but a red warning box will appear alerting the order taker that a minimum order and set delivery charge is recommended The order taker will have the option of attaching a Delivery Charge to the Order manually See section 1 20 E e Enforced Allow Over Ride The delivery charge will be assessed at the end of the order automatically The order taker will still have the option of changing the delivery charge using the manual delivery charge control See section 1 20 E e Enforced No Over ride The Delivery Charge will be assessed and the Order Taker will not be able to remove the delivery charge manually In all cases Delivery Charges are only assessed to those service types that have been checked for Allow Delivery Charge See section 3 25 A This is done to prevent Pick Up customers that have phoned in their orders for example from being assessed delivery charges DiamondTouch Inc Copyright 2007
195. t Summary portion of the Daily and Period Sales Reports See Section 2 10 for more information on Sales Reporting Customer DiamondTouch offers an extensive set of features and reporting for tracking your individual customers Generally customer information will already be assigned to the ticket if Order Entry is accessed via the Phone Order button on the Main Menu See Section 1 80 for more information about Phone Orders Touching the Customer button will return you to the Customer Information screen to allow convenient editing of your customer information if you wish to do so NOTE Customer Information is addressed in more detail in Section 1 85 If a ticket is in process and you wish to assign it to a customer after the fact simply touch the Customer button under Advanced Functions DiamondTouch will prompt you for a Customer Phone Number if one has not already been assigned to the ticket DiamondTouch will then route you to the appropriate customer record or open a new record if a matching phone number was not found To return to Order Entry press Next on the Customer Information Screen DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 14 1 20 E Order Entry cont Advanced Functions cont 8 9 10 Delivery Charge DiamondTouch allows for automatic delivery charges which can be set up according to a customer s street address and delivery area See section 3 50 E for
196. t Check Erase To erase any Menu Item on the order simply touch the Menu Item and then touch the Erase Control Button on the Edit Control Bar The Menu Item along with any Includes or Menu Modifiers will be deleted from the Smart Check Erase can also be used to erase Includes Comments Separators and Discounts Modifiers can also be erased provided that the modifier was not part of required modifier list Required modifiers can only be replaced since the intent of your Menu designer was to force a fixed number of required choices from that list DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 20 1 20 Order Entry cont F Smart Check User Interface cont 8 Table Number To change the table number associated with an order touch the Table box in the upper left hand portion of the Smart Check User Interface Enter the new Table Number and press Enter The new Table Number will now allow you to recall the ticket by touching the same table on the integrated Table Management Screen See section 1 50 for more information on Table Management 9 Guest Count To change the Guest count on an order touch the Guests box located in the upper right hand portion of the Smart Check User Interface Enter the new guest count and press OK The new guest count will now be taken into account when tabulating various report totals and sales averages within the Manager reports section and on the Server Re
197. t Check e Touch the replacement Menu Modifier from the Menu Selection Control Window Note that your Menu Modifier has been replaced and any pricing adjustments have been made automatically Includes Replacement Some of your Menu Items may have been configured with a list of up to 16 normally included ingredients or cooking instructions called an Includes List This list always pops up automatically whenever these Menu Items are selected Includes always appear on the Smart Check in Green To edit an includes list selection touch the Include line item on the Smart Check The complete list of includes will appear in place of the Menu Selection Control Window and the Includes that you have already selected for that item will be highlighted in Red You may select or de select as many includes as you want then press OK Your Includes will all be updated automatically and you will be returned to normal Order Entry mode Insert Item To insert an item touch a Menu Item or a Separator on the Smart Check When your Edit Control Bar appears note that the Insert Item control caption is Black This means that it is enabled for operation When other line items on the Smart Check are touched such as Menu Modifiers or Comments the Insert Item control caption will be gray which means that it has been disabled You cannot insert items into the middle of Menu Modifier Lists or between Comments and the Menu Items to which they have a
198. t Type 1 Net Sales Summary by Service Type The Net Sales Summary by Service Type Report can give you a quick snapshot of your business day In addition to totals for tickets and sales the breakdowns and s by service type can let you know how each profit center within your business is doing at a PEES PERAR 1 Delive 221 37 40 86 glance Keeping an eye Sees 48 45 8 94 on average ticket values KAIM can also let you know if game Salas Lapio Adjustments 0 00 anything unusual is Het gales taking place Sales Tax Detailed on this report you will find a Ticket Quantity for each Service Type b Ticket Dollars for each Service Type c Percentage of Total Dollars for each Service Type d Average Ticket Value for Each Service Type e Footed Sub Totals for Ticket Quantity Dollars Percentage and Average Ticket Value f Price Adjustment Quantity Dollar Value and Percentage of Sales g Sales Tax h Gross Sales Total DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 53 2 10 Sales Reporting cont A Daily Sales Reports cont 2 3 4 Gross Sales Summary by Hour The Gross Sales Summary by Hour Report gives you a fast overview of your sales distribution throughout the business day Detailed on this report you will find a Total Ticket Quantity for each Hour b Total Ticket Dollar Value for each Hour c A Self Scaling Side Bar Text Graph Dis
199. t name and access date 2 Cashier name terminal number and drawer 3 NS 4 Total cash 5 Total checks 6 Total A R 7 Total other types of transactions 8 Total for all transactions 9 Pay outs 10 Pay ins 11 Reimbursements 12 Pull 13 Net cash To print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on an 80 column printer DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 77 2 35 G Revenue Reporting cont Summary by Drawer The Summary by Drawer provides subtotal amounts for each terminal cash drawer session Each time a cash drawer is closed totals for the drawer are stored in the Closing Summary Report At the end of the day all closing summary totals can be viewed on one report by selecting the Register Summary by Drawer Report To view the Register Summary by Drawer Report from the main menu touch the Reports control touch Registers then select Summary by Drawer from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired reporting period from the Report Period Selection Window in the lower right quadrant of the screen and press Next The Summary by Drawer Report is divided into three sections 1 The Register Summary includes the following information a For each cash Drawer Session e Trm T
200. t of the report display screen The detail report will print to your Windows default printer This report was designed to print on an 80 column printer 1 Exporting Transaction by Drawer to EXCEL To export the Transaction by Drawer data to Microsoft Excel you must first have a working copy of Microsoft Excel 97 or later loaded on the terminal To export the Transaction by Drawer data to Microsoft Excel 97 or later first pull up the Transaction Detail Report by touching the Reports control from the Main Menu From the Manager Reports main menu touch Registers then select Transaction by Drawer from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Next select a report date from the selection window that appears in the lower right quadrant of the screen Touch Export to Excel to initiate the data conversion process DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 74 2 35 Revenue Reporting cont Transaction by Drawer cont After linking to Excel and exporting all data DiamondTouch will prompt you to save the file if the file was viewed earlier and then to view the report in Excel Answer yes to both questions to view the report Microsoft Excel 97 will appear on your screen with Worksheet 4 pre loaded with the selected transaction data For more information on working within Microsoft Excel to create your own reports macros etc please refer to your Microsoft E
201. t of the screen and press Next To print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on an 80 column printer The Monthly Customer New vs Repeat Report includes the following information 1 Daily Summary Totals a Day of Week and Date for each day of the month b Total New Customers for each day of the month c Total Repeat Customers for each day of the month d Total All Customers for each day of the month DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 86 2 45 Customer Reports cont F Monthly Customer New VS Repeat cont 2 New Customers a Phone Number for each new customer b Last Name First Name for each new customer c Address for each new customer d Total Previous Orders for each new customer These are the total orders prior to the reporting period e Total Current Orders for each new customer These are the total orders for the reporting period f Total Subsequent Orders for each New Customer These are the total orders for each customer placed after the reporting period 3 Repeat Customers a Phone Number for each previous customer b Last Name First Name for each repeat customer c Address for each repeat customer d Total Previous Orders for each repeat customer e Average Frequency for each repeat customer This is the total number of or
202. take advantage of this table when creating your own reporting and mailing queries in Microsoft Access To access the Zip Code table from the Set Up main menu touch Customers then Zip Codes The Zip Code table includes the following fields ZipCodeNum Zip Code Up to 10 characters City City Name Up to 35 characters State State Initials Up to 2 characters ZipRecordNum Internal Use Long Customer Points Customer Points can be used to track and award customers based on the amount of sales volume over a period of time Customer Points are automatically awarded at the end of each order and are stored in the appropriate record in the Customer Table of the Customer Database The number of points awarded is based upon a look up table set up in the Customer Points set up screen and is based on the final amount of the ticket saved To access the Customer Points set up screen from the main menu touch Set Up select Customers and then touch Points Dollars Dollars Dollars Dollars Dollars Dollars Dollars Dollars Dollars Dollars Dollars Dollars Dollars Dollars Dollars Dollars Dollars Dollars Dollars Dollars Dollars Dollars Dollars TALL Dollars Points Points Points Points Points Points Points Points Points Points Points Points Enter the From To dollar range and Points amount for each level of award you wish to set up When the ticket is printed
203. tals for item quantity Sales and tickets for all servers combined To print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on an 80 column printer Period Server Sales By Item The Period Server Sales by Item Report is a report of sales for a selected Menu Item broken down by Server over the course of a selected reporting period The Period Server Sales by Item report is very useful for tracking performance on sales contests for specials etc over a period of days weeks or month s To access the Reporting Period Module touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Custom Reports then select Period Item Server Sales from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select a reporting period then select the Category and Menu Item you wish to view Press Next and a progress bar will appear as the report is being built DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 90 2 50 C 2 60 Custom Reports cont Period Server Sales By Item cont The Period Server Sales by Item report includes the following information 1 Title of the report including the reporting period and date and time the report was accessed 2 Category Item and Item Description if sales are reported
204. th the Message Register is Closed Would you like to open it Answer Yes and DiamondTouch will prompt you for the Starting Register Amount Enter in the amount of cash in the drawer and then press enter Touch the Manager button in the upper left and the Register Information screen for the Cash Drawer you just opened will be displayed DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 27 1 40 Register Information cont C Register Information Display 1 Receipts The column of figures located on the left side of the Register Information screen represent the running subtotals of each tender method configured for your system Each time a ticket is cashed out the total amount keyed in is added to the accumulator for that tender method For example let s say that 2 tickets are cashed out to VISA one for 10 00 and the other for 5 00 The VISA subtotal under the receipts column will therefore read 15 00 the sum of the 2 totals All totals represent the gross amount of the transaction with the exception of CASH All change issued is assumed to be cash and change is always deducted from the CASH accumulator for all tender methods For example before ticket 44 is cashed out the Register accumulators read as follows CASH 100 00 Checks 100 00 Total 200 00 When ticket 44 is presented the total amount due is 8 00 The customer pays with a check but writes the check for 10 00 When the
205. the items and totals on the ticket from the primary report totals Every Void Ticket operation will be logged as an exception event and will appear on the Exception Event Log Report see section 2 25 B In addition the complete ticket history never actually disappears It can always be viewed using either the Event Log Report or the Ticket Detail Report via the drill down Ticket History feature Finally the Void Ticket operation is protected with a dedicated security level An employee without the required security level cannot perform this operation To void a ticket touch Void Ticket from the Main Menu Enter the ticket number and then an explanation for the void operation when prompted Press enter to complete the operation Tickets that have been cashed out can be voided but once again the original tender transactions are not erased they are simply appended with matching entries to maintain the integrity of the audit trail Note that all VOID tickets are highlighted as such on the Ticket Status screen and in the Ticket Detail Logs DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 26 1 40 Register Information Register Information is accessed via the Main Menu Cash Out control button The Register Information screen will display the totals for the current drawer to which the user is signed on In addition to displaying totals for the various tender types Register Information will display th
206. ticket to a designated Printer according to a designated Pattern See Section 3 10 A Print Profiles might be named Make Table or Guest Check and are always shown next to a small Printer Picture Icon To prevent a ticket from being printed simply touch the Printer Icon and the international NO symbol will appear over that printer To turn that printer back on simply touch it again and the NO icon will disappear To finish the Order press Finish and the ticket will print to all printers indicated DiamondTouch will then return you to the screen from which you entered Order Entry 1 New Tickets Whenever a new ticket is printed the description New Ticket will appear at the top of the ticket New tickets always contain all of the items on the ticket that were configured to print in your Ticket Setup program For example drinks will print at the bar printer while salads will print at the salad make table See Section 3 25 for more information on Ticket Print Setup Options DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 11 1 20 Order Entry cont Ticket Printing cont 2 3 4 5 Additional Items Tickets Additional Items tickets are tickets that have been recalled and have had items added to the order Additional Items tickets will always be labeled as such when they are printed and generally will only print those items that have been ad
207. tion Page 84 2 45 Customer Reports cont D Create Report The Create Report option under Customer Reports allows for set guidelines to be customized To view the Create Report touch the Reports control on the Main Menu screen From the Manager Reports main menu touch Customers then select Create Report from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen The report can be customized based on the following 1 The Activity Filters Section allow Sales Orders and Days Since Last Order to be broken down by specific time dollar amount or to group all together 2 The Sort Section allows the custom report to be sorted by the following a Name b Sales c Orders d Zip 3 The Search Keys Section allows the custom report to be sorted by the following a Last Name b First Name c Street d Comments e Zip Code f Carrier Route g Map Grid 1 h Map Grid 2 To use the search keys correctly you must always put an asterisk before and after the item you will use to search example 75019 when searching by zip code DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 85 2 45 Customer Reports cont Customer Period Sales Report The Customer Period Sales Report option under Customer Reports provides weekly sales report by customer To view the Customer Period Sales Report touch the Reports control on the Main Menu screen From the Manager Reports mai
208. tions cannot be performed at all unless the Order Taker holds the proper security level Finally DiamondTouch provides full accountability and 100 trace ability for any and all edits performed on recalled tickets whether they resulted in a lower value or not In fact thanks to a unique data compression methodology DiamondTouch is able to retain a complete ticket history for all tickets that can be viewed by a Manager at any time during the day later in the week months or even years later NOTE See Section 2 25 for more information on Ticket Detail Reporting The following sections provide more detail on the editing capabilities of the Smart Check User Interface DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 17 1 20 Order Entry cont F Smart Check User Interface cont Once any line item on the Smart Check is touched the Order Entry screen is automatically reconfigured to Editing Ticket mode This initiates a number of changes to your screen e The yellow Cancel button in the upper left portion of your screen is changed to the red Back To Order button Use this to return from Editing Ticket Mode to Order Entry Mode at any time e The Menu Selection Control Window automatically display the appropriate screen to facilitate a quick replacement from within the category of the selected item modifier or include list e The Primary Control Bar at the bottom of the screen is replaced with the E
209. to the Ticket Detail Report window Of course once it has been saved your Excel Spreadsheet can be viewed at anytime from within Microsoft Excel 97 with or without DiamondTouch Event Log Reports Event Log Reporting provides the primary interface tool required to perform Management by Exception auditing By selecting specific exception events you can use the drill down tool to investigate only those tickets that fall outside the usual operational norms DiamondTouch logs the following events as exceptions and itemizes each event as a line item on the Event Log Summary Report 1 Tickets Edited to a Lower Value details the following information a Time b Terminal Number c Employee Name d Event Description Edit to Lower Value e Ticket Number f Beginning Value g Ending Value h Variance Value The Ticket Edited to a Lower Value event is logged whenever a ticket is recalled changed and saved with a value lower than the original ticket value Please see section 1 25 for more information on recalling tickets DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 68 2 25 Ticket Detail Reporting cont C Event Log Reports cont 2 Void Tickets details the following information a Time b Terminal Number c Employee Name d Event Description VOID Ticket e Ticket Number f Beginning Value g Ending Value h Variance Value See section 1 37 for more
210. tomer look up by phone number or by name Complete order history including capability of repeating any order with a single touch Street database with automatic street search function Delivery areas with automatic delivery charges by area minimum order amounts etc Repeat customer Points feature Priority messages tagged to problem or special consideration customers Automatic coupons for new lazy customers Optional multi line caller ID with animated phone indicators you could have your customer s order history on screen before you answer the phone By combining Caller ID with Repeat Any Order and a Default Service Type a complete order for a repeat customer calling in could by processed by touching the screen 5 times 1 Touch Line 1 on Caller ID Screen to access Customer Record 2 Answer phone and ask the customer if they want to repeat the 2 Dinners amp 1 Salad they had last time if the answer is yes touch Repeat this Order 3 Touch NEXT Order Entry will appear with the new ticket already filled out 4 Touch Finished Delivery or Pick Up will be selected automatically 5 Touch Finish to print the order to all stations and remember to thank the customer The above order could conceivably have been handled within 10 15 seconds or less Behind the scenes automatic street search was used to locate a delivery area an associated delivery charge of 2 50 was added to the ticket based on the customer s di
211. uch the Ringing phone control associated with the line you wish to answer The caller ID Phone number displayed on your screen next to the Ringing Phone Control will be user to automatically search the Customer Database loading the Customer Information Screen with the matching record If no customer was found the Customer Information screen will read New Customer and the name returned by the Caller ID system will automatically be loaded into the Last Name field of the Customer Information Screen If you wish to bypass the Caller ID information you can enter a phone number in at any time by pressing the Next control button on the Caller ID User Interface Screen Pressing Cancel at any time returns you to the Main Menu 1 85 Customer Information Screen The Customer Information screen is the main data entry screen used for Customer Information While this screen is generally used for phone orders the Customer Information screen could also be used for any customer that can be identified by a number customers could even use frequent customer cards to identify themselves From the Customer Information screen you can search for customers by last name search for customers by phone number perform an automatic or manual street search browse through order histories view and edit customer points directions special comments and many other useful information even your customer s Birthdays To access the Customer Informatio
212. ul if you have special options for menu items that are not ordered by all customers For example let s say you have some menu modifier options for soft drinks like No Ice or With Lemon Most orders do not require that the order taker select these options so you do not want to slow down the process by displaying modifier lists for every drink ordered Your order taker could then enter drinks by select the Drinks category touching Coke Orange Coffee and Water To modify the Water menu item the order taker would then touch the Modifier control to bring up the optional modifier list for Water and could then select No Ice and With Lemon NO Inv Checking the No Inventory box means you do not want to count this modifier list for purposes of tracking PLU inventory items This option is only important if you are using the optional inventory package As an example cooking instructions should probably not be counted when determining how many ingredients were ordered on a Pizza NO PBT If you are using the Price by Topping feature discussed below this checkbox is useful if you do not want the toppings from this modifier list to be counted when pricing an item by number of modifiers added to it Again cooking instructions should not be counted if the item is a pizza and you are calculating the price by counting toppings DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 114 3 15 Menu Set Up cont 2
213. ull cash from the Cash Drawer to limit your exposure to theft This action can be performed and logged on the Register Information screen to maintain the integrity of the Cash in Drawer totals See 1 40 G Each time a Cash Pull is performed on a Drawer the Cash Pulls accumulator will reflect the new subtotal Pay Out Pay Outs represent cash taken out of the drawer to pay Vendors or Employees for miscellaneous goods or services For example you may have a cleaning service that you need to pay on a cash basis To maintain the integrity of the Cash in Drawer totals these transactions should be recorded on the Cash Drawer using the Pay Out function See Section 1 40 H below Each time a Pay Out is performed the Pay Out accumulator will reflect the new Subtotal Reimbursements When cashing out delivery drivers DiamondTouch allows you to key in a set amount per ticket for Driver Reimbursements See section 1 90 G for more information on Delivery Management If this feature is used then the Reimbursements are reported as a separate line item on the Register Information screen to maintain the relationship of the Receipts Totals to Total Sales For example before a driver cashes out delivery ticket 55 the totals read as follows Starting Cash 100 00 Cash 200 00 Total Receipts 200 00 Reimbursements 10 00 Total 200 00 Cash Subtotal 290 00 Delivery Ticket 55 was a 20 00 ticket but during Cash Out the Cashier indicates that the
214. ustomer These comments will not appear on the customer s ticket so this might be an excellent place to note the bad check you once received from this patron If you want to insure that your people always see your comment you can check the Priority Comments checkbox in the upper right corner of this window This way the More Info Window will always appear first whenever this customer calls in over riding any Default Customer Window settings for your terminal For example let s say that you ve set up your system to always display the Previous Orders Information Window for every customer When your problem customer calls in however your order taker immediately sees an unfamiliar window noting that this guy should be a cash only delivery or is possibly not someone you want to deliver to at all By checking Priority Comments you no longer have to require that your order takers check each and every Phone Order customer against a Bad Check list e Customer Status You may activate a customer s Account Receivable option and eight other important notations of your choice by simply touching the Set Up button at the bottom of the main screen Next touch Customers and then Customers again from the pop up boxes that appear on the right of the screen Finally touch the Status button at the bottom of the Customer Database screen e Directions For tickets set up to print Directions the information in this window can be trans
215. xcel 97 documentation package To return to DiamondTouch select File then Exit from within Microsoft Excel You will be returned to the Transaction Detail Report window Of course once it has been saved your Excel Spreadsheet can be viewed at anytime from within Microsoft Excel 97 with or without DiamondTouch Daily A R The Daily Accounts Receivable Report will list all A R activities on all terminals and drawers for the specified reporting period To view the Daily A R Report from the main menu screen touch the Reports button select Revenue and then select Daily A R from the Sub Menu Selection Window in the lower left quadrant of the Manager Reports screen Select the desired reporting period from the Report Period Selection Window in the Lower Right quadrant of the screen and press Next The transaction by Ticket report contains the following information 1 Report name and access date 2 Individual ticket number 3 Time 4 Terminal 5 Drawer 6 Tender Key 7 Amount paid 8 Ticket amount 9 Change amount To print the report touch the Print control at the lower left of the report display screen The detail report will print to your Windows default printer This report was designed to print on an 80 column printer DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 75 2 35 Revenue Reporting cont D Integrated CC Raw Data The Integrated Credit Card Transaction Report will list al
216. y includes 2 separate reports DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 58 2 15 A Server Reporting Server Summary Report cont 1 Server Summary Report includes the following information a Server Name for each server section b Server Section for each server section c Total Tickets for each server section d Total Patrons or Guests for each server section e Total Dollars for each Server Section f Footed totals for tickets patrons and dollars for all server sections combined 2 Server Sales by Service Type Report includes the following information a Server Name for each server section b Total Server Sales for each Service Type c Footed totals for each Service Type Server Detail Report The Server Detail report is a Drill Down report option viewable only from the Server Summary Report Screen To view the Server Detail Report select a server by touching the one of the Server Names on the Server Summary Report To access the Server Summary Report see section 2 15 A above Once you have selected a server touch Server Detail and Sales Category buttons that appears on the control bar at the bottom of the Server summary report screen A pop up box will detail the server activity for the reporting period The server detail report provides the following information a Report Title b Server Name c Date and Time the Report was generated d Ticket Listing
217. za ordered with any one topping will be 6 00 The 5 00 base Medium Pizza price plus the one 1 topping from Modifier List 1 at 1 00 each 6 00 Before the 2 topping is ordered the active modifier list will switch from list 1 to list 2 automatically because the required 1 topping has been satisfied for list 1 The order taker will notice no change on the Menu Selection other than that the 2 and 3 toppings are 75 each instead of 1 00 each Once the 3 topping is ordered the required amount for list 1 and list 2 have been satisfied so the list will switch to Mod List 3 for the next 2 toppings All toppings after the first 5 will be no charge because the menu section control window will be displaying choices for list 4 The maximum Medium Pizza price is as follows Base Price 5 00 Mod List 1 1 Req d Topping 1 00 ea 1 00 Mod List 2 2 Req d Toppings 75 ea 1 50 Mod List 3 2 Req d Toppings 50 ea 1 00 Maximum Price for the above sample item 8 50 DiamondTouch Inc Copyright 2007 DiamondTouch 5 5 Software Documentation Page 108 3 15 A Menu Set Up cont Category cont 1 2 Advanced Allow Manual Skip of Required Modifiers cont The method in the above example works very well and provides a great deal of control over modifier pricing especially since you can define 1 2 pricing levels for individual modifiers There is only one problem What if the customer orders a Thin C

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