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Visual Touch PDF Instruction Manual

1. Figure 1 35 Screen showing how to add specific menu item To arrange buttons around on a panel Press Start Moving Button Then press on a panel button to move this will select the button DUNS To stop moving buttons press the STOP MOVING BUTTONS button To change button color 1 Press on a panel button 2 A properties popup window will appear 3 Press on the color desired 4 Press Save button To link a panel button to display other panels 1 Press on an empty grey space on the panel Next press on an empty grey space to where the selected button will be moved 2 On the properties popup window that will appear press Display Another Panel button 3 A listing of all panels will appear Select the panel of choice to appear when that panel button is pressed 4 Press Done button Visual Information Products To Add a Pop up Button Press on an empty grey space on the panel On the properties popup window that will appear press Pop up button In the window choose the groups that will be forced in a pop up Press Done BRWNRE Update Forced Group Figure 1 36 Screen allowing user to add a group pop up window To Add a Prep Slot Link Press on an empty grey space on the panel On the properties popup window that will appear press Prep Slot Link button A listing of all prep slots will appear Select the prep slot of choice Press on Done button Once a new panel has been created and items h
2. Shows sales organized by profit centre Shows sales and number of units sold organized by profit centre PRINT EMPLOYEE SIGN OUT REPORT This function allows the user to print a sign out report for a particular employee If the employee has not been signed out already then Visual will prompt the user to enter a sign out time To sign out an employee and print a report 1 Click on Print Employee Sign Out Report 2 Choose an employee from the list of employees and click on Done Chapter 1 User s Guide 3 Ifthe employee hasn t signed out already choose the sign out time Click Done 4 Click on print to print out a sign out report Enter Signout Time Natalie has not signed for shift 1 on Tuesday December 09 2008 Time Signed 4 35 PM Please enter the time he she signed out Sign Out Time G 00 PM Pis gems Figure 1 20 Sign out time DISPLAY MODES amp SWAP SCREEN There are several screen types modes in VisualTouch user might choose depending on type of business and services the company provides Fast Service Mode does not display the floor plan of the establishment This is ideal for quick checkout stations which do not require any knowledge of the floor plan to process orders This mode only displays the menu panels in place of where the floor map would be Transfer Chec Figure 1 20 Screen layout in fast Service Mode Map Mode also called Floor Map Mode does display the floor plan of the establ
3. view Cue l d A Attach Change Item Find Picture Code Figure 2 15 Editing an item with class sizes Version 2 only 2 8 COMBO SETUP This function allows an item to be discounted when the item is purchased as a combo with other items Combo Setup Main Item fans Combo Item pes A Description Description No of selection groups mm Add to Selection Group Add to Selection Group 3 i alm Z mimi Qi Figure 2 16 Combo setup screen To Setup a Combo Item 1 Create a new item in item maintenance It is a good idea to name it the same as the combo item but add Combo to the name For example Cheese Burger is the item and Cheese Burger Combo will be the item used as a combo item Visual Information Products Go to File Update and click on Combo Setup Select the main item by clicking on the find button next to the Main Item text box Select the combo item by clicking on the find button next to the Combo Item text box Enter the number of selection groups Click on Add to Selection Group button Under each selection group enter the items to be used with this combo item 7 Click on save DuKRWN 2 9 SETTING TAXES IN THE TAX TABLE Creates taxes and applies them to the item types Taxes will vary from province and state so you should set them to the correct taxes accordingly to what the government specifies Note that when changing tax th
4. 1 35 MAP EDITOR Map editor allows the user to create and edit a floor map that displays the table layout Also map editor allows you to create action buttons which add more functionality when creating a check The map editor can be accessed through the manager functions Visual Information Products 4 Visual d LLL Editor Current Map is MAIN Select Map Delete Map Add Map Save Map As WOODFLOOR1 p mem ld O mmEG ile 8 Ee Figure 1 41 Screenshot showing the map editor THE ACTION BUTTON A new feature added in Visual allows you to create an action button on the panel The function of the action button will take the current sales and collect them into a profit center Also a designated panel can be displayed a message can prompt the user to enter the name of the customer and date of transaction That information in turn will be printed to the prep area informing staff when to prepare it and also the address of the customer The user can create a delivery tag on the kitchen chit for delivery instructions Prompt For VIP Member tag Figure 1 42 Options when creating an action button Chapter 1 User s Guide To create an action button ps Click on the Action button on the tools list and drag it onto the floor map 2 Enterthe settings on the button trigger actions setup screen If startup panel is used then check off use startup panel and choose the panel to switch to If profit cen
5. INITIALIZING EMPLOYEE CARD There are two ways to login to VisualTouch By entering a login ID and password number or By swiping a magnetic employee card Nux Smoothies Shakes Softserve Fruit Cups Partaits Beverages Ret fewer re They are both very easy to do but each method presents both advantages and disadvantages Magnetic cards make it very simple to clock into VisualTouch with a magnetic card reader attached to the POS The disadvantage is that cards require an extra step to setup and can be lost accidently Manually typing the login and password can be a bit more cumbersome and the worst thing that can happen is that the employee can forget their password Also there can be security problems when employees know someone else s passwords The extra setup that employee magnetic cards require is initializing them after the employee has been added to the system DEEST Visual Information Products To initialize a magnetic card ANH D Clock into VisualTouch Press Manager Functions Then press Initialize Magnetic Card The next screen to appear is a list of employees From this list select employee name which requires the employee magnetic card to be initialized with This method associates the card to the employee Once the employee is selected a popup window will appear requiring the card to be swiped Swipe the card across the card reader at this time Once completed press Done Now the car
6. Visual Touch Visual Information Products Inc 111 Regina Road Suite 1 Woodbridge Ontario Canada L4L 8N5 Tel 905 264 7001 Fax 905 264 7071 E mail support visualtouchpos com Website www visualtouchpos com Copyright Visual Information Products Inc 2010 All Rights Reserved VisualTouch is a registered trademark of Visual Information Products Inc All brand and trademark names mentioned are trademarks of their respective holders CONTENTS Introductio N ese Q iv Vel iv PUL POS Css E S iv Chapter 1 User s G ide oedeces eoo nana usen u hanno ua pha S RES BE FEEHERRERRERRRREREREERREREERENRREEERERRERRERERRRFEEPERRRUR 1 11 D mo Mode X 1 1 2 Getting Started ieiti 1 kcal gl m ee aeea e eaaa tule aeea na E E E E E 2 EN Els Ne eiten e Ea Se EAA AE aa E Ea AO E EE EE A EAEE a 2 DD SIGH In After Sign OU tiere e ri eee Eee HERREN AARNE EEEE EREE piae Min aye eu Rte da 2 1 6 Fine Dining Mode Vs Quick Service Mode esses eene nnne nnne nnne nnne nnne nnne 3 1 7 Check S mmary Rojos e 3 DB CHOCK LIS doris 4 EB E FUNCTION BUTTONS mireasa anena a E oean E O E EE esos cco anbenentaiatdssasdnrelonapnenius stvedsvoeadcshoertive 5 1 10 Check Detail View issii us oon
7. 0 4 55 55 8800 om ow m 104 toa AF Chiban 3 a 1 3 41 4 300 Om 20 Bo 5 5 ara Ven Schnitzel 5 0 0 5 8 8 10000 00 000 100 118 ne AFT 4 a o a 55 55 200 aw 1m 72m as as Aka 1 0 1 14 m 128 ow 000 1 35 6 6 ALI 5 o o L s2 B oo am n am oo oo Au Batted Water 750m 2 o 2 1 1156 aw Un n5 4 14 AM3 Wported Baer 3 a o 3 41 ai ve om om 17 6 21 ANG Sangram V O Rye 1 0 1 14 14 S000 000 ooo 1000 x1 ET BAY Sausage 5 a 4 5 s s8 no om ooo om oo on Baz Pepperoni 1 1 14 14 100 000 000 00 oo o0 au uas a P M S za za a Figure 2 61 Lists customer preference report listed by profit center 2 41 CASH DRAWER ACTIVITY REPORT Lists payments received as well as any tips paid out and any payouts Also report lists net cash that should be collected i EES EG CASH DRAWER RECONCILIATION Tivord ay January 1 2009 Semday Jommsry 25 2009 AMOUNT ne TOTAL sues CASH DRAWER CHART Cot E na 00 1217 31 n Vs om 00 aw aw 0 Amer 040 oo ow aw 0 MawtesiCorid en 00 000 000 0 Diners nsa 00 0 am 0 Lr on 00 0n aw 0 Discover n oo 00 0 0 Debit Card we o 000 26782 2 Credit Nose on 00 ow 00 o Gift Certificate 040 00 00 0 Charged On Accom on 67 00 1 Resm Charge dn oo 000 o Lay Away am 00 on 9 Rewards Redemption ns 00 aw 0 TOTAL van am m Tei Pad Out on CASH RECEIPTS qun Grstites Paid Out 000 Lese Employee Tps amp Gres 000 TOTAL SALES PAYMENTS COLLECTED Lm Papou NET CASH DEPOSIT va
8. BY CATEGORY Thurs y Jewwery 01 2009 Toss Semmary 20 200 CATEGORY DESCRIPTION AMOUNT CATEGORY DESCRIPTION AMOUNT Brwsher John 10 Foco EI 1 BEVERAGES 578 2 BEER sa SUB TOTAL LII uia 80 u Foco veo SUB TOTAL nm 1102 0 Foca ET 2 BEER sa SUB TOTAL a Mao 103 a Foo 13100 SUB TOTAL ae non 0 Foco 7s SUD TOTAL m GRANO TOTAL x25 Figure 2 71 Lists sales by house account organized by the category Visual Information Products Inc VisualTouch Html Report 01 28 2009 111 Regina Road Suite 1 Woodbridge Ontario LAL BNS 154209 Tel 905 264 7001 Fax 905 264 7071 Visual HOUSE ACCOUNT STATEMENT Thursday January 01 2009 Tuesday January 27 2009 NAME Brusher Mr John MOURESS AMOUNT OUTSTANDING 275 85 ACCOUNT NO 100 KEAR AMOUNT ENCLOSED s OFFICE DATE CHECK REF DESCRIPTION AMOUNT TYPE BALANCE OPENING BALANCE 218 50 01 2609 10242 House Purchase 5735 DB 27585 PERIOD SUMMARY CHARGES 5135 CREDIT LIMIT 0 00 CREDITS 0 00 USED THIS PERIOD 21585 PERIOD BALANCE 275 85 AVAILABLE CREDIT 21585 Z 8 amp Figure 2 72 Shows a summary of amount owing and transactions listed by date To create a statement of a house account Click on Statement of Account from the House Account Summary menu Select a date range and click on Done Using the House Account Filter select the house accounts If selecting multiple accounts use the Next and Back key buttons to br
9. Enter the account number or name of the client Click Edit button Click Reg Member Card Swipe a magnetic card through the swipe card reader Click Save Optional Click on General Information tab Enter the credit card information Click Save Visual Information Products To make a payment on a house account Ww NE NAMA Go to File Update and select Edit Accounts Select Account History tab Enter the account number or click on the find button If choosing find method enter the name of the account and then done Choose the account by selecting the name Press the Enter Transactions button Fill in the information such as the amount transaction type and payment type Click on accept To view item preference report by house account NURUNA Add a VIP member tag to the check Choose Edit House Account from Manager Functions Select the house account Choose the Account History tab Press Item Preference List Select the date range and press Done MULTI ACCOUNT TRANSACTION This function will allow you to enter multiple house account payments based on search criteria You can search an account based on account type address transaction type or payment type To Search for Accounts and Enter Transactions Au AWN HE Go to File Update Click on House Account and then click Multi Account Transaction Enter the search criteria and click on Bro
10. For instance a timed item defined at one dollar per minute would cost ten dollars after ten minutes Timed items are ordered in the same manner as menu items and modifiers Consult the Administration Guide and the Configuration Guide for more information on timed item settings To start and stop timed items 1 Sign into the VisualTouch system Create a new check or select an existing check from the check list on the Summary screen 3 Select the timed item from the menu panel The item will be displayed in the check list with a timer indicating elapsed time and a status indicator labeled RUN located under the prep slot column N Note The timer begins when the item is selected from the panel To Stop a Timed Item 1 Sign into the VisualTouch system 2 Select the check to edit Visual Information Products 3 Select the timed item to stop 4 Select Yes to stop the time on the timed item or No to cancel operation When the item is stopped it will change in color and the status indicator will display a STOP message At this point the timer will stop and the final amount will be displayed 1 21 MAKING PAYMENTS When closing a check the total amount of the check must be zero You close a check by entering a payment such as a cash payment credit debit or account payment To Make a Payment With Cash 1 Select an Open check 2 Enter a payment by clicking on Cash Payment 3 Enter an amount in the onscreen pinpa
11. House Account Personal Information Title Mrs C tomen uu auns O e L Address State Prov Zip Post Code Email Account 0741 Date of Binh rirzrzoog she Account E Z C Male G Female Reg Member Card Figure 1 25 This screen is showing house account administration window The administrative window is almost self explanatory to add a new account press Add To edit an existing account select the account name by using the Next and Previous button or using the Find button and then press Edit To delete an existing account select the account name and press Delete Record If adding or editing an account notice the amount of information the user can supply of the customer in his Chapter 1 User s Guide account record Most of it is standard general information about the customer such as name and address but it also allows for entering the customer s credit card information This option enables the clerks to pay checks with a predefined account number which has credit card information This is achieved by pressing the Account Payment function button in a check view in the Operations Module See Figure 1 26 Vistas Soup amp Salad Brunch Man Entr es Sandwiches Pizza Pasta Beverages Beer Wine Liquor Liqueurs Cocktaits Shooters Desserts amp Sp Coffee Modders Figure 1 26 Screen showing ho
12. To configure a fingerprint reader you must place a check mark on General Configuration Other Settings gt Clock in out with fingerprint device also under Station Configuration gt Other Settings gt Station has fingerprint device Choose the employee Click on Register Finger Print The employee must hold down finger and remove it to register Perform step 3 three more times to finish registering fingerprint AWNER DEESSET Visual Information Products Note There must be a fingerprint device setup at the station If you need help on configuring a fingerprint reader please call the VisualTouch support line JOB CLASSES Employees can be assigned to job classes that can have different privileges granted to them Also you can create a pay rate for the job class so that employees that have the same job will get the same amount of pay To add a Job Class N U S WN RS Go to File Update and then click Job Classes Click Add to create a new job class Enter the name of the job class Enter pay rate Enter tip out type if this employee will be giving away tips Change the privileges that you wish to grant the job class Click Save To Add an Employee to a Job Class N Oy Ba od UJ NS ES Go to File Update and then click Employee Choose the employee Click on Security amp Job Class panel Click on Edit Check off Use Job Classes Choose the job class that the employee
13. To setup a store with enterprise is Go to General Configuration from the Configuration menu Choose the Data Source Settings tab 3 Listed are the settings for the local database and the remote database The remote database settings are used for the enterprise computer Enter the configuration settings below Database Type MySql Server Name This is the IP of the enterprise computer Driver MySql 3 51 ODBC Driver Login Name Name of the user login Login Password Password for the user Port Number 3306 4 Press the button Test Database Connection If the connection is good you will receive a message saying Database connection succeeded If not check the configuration settings again Put a check on Enterprise in Delta Processing Settings Press the Done button Go to Station Configuration from the Configuration menu Choose the Delta Processing Settings tab Puta check on Run Delta Process and Upload Delta to Enterprise 10 Press the Save button 11 Restart the Visual application N 0 ONAL SENDING DATA TO ENTERPRISE To send data to enterprise you must perform the end of day process at the store level Data will be sent when the data get archived USING ENTERPRISE Once the enterprise software has been setup with a technician you will then be ready to use it Start the program by double clicking on the VisualTouch logo on your desktop After the program loads you will be p
14. 264 7071 Visual MATRIX STOCK RECEIVING REPORT BY INVOICE NO Thursday January 01 2009 Wednesday January 21 2009 DATE SUPPLIER INV CODE INV DESC ITEM CODE ITEM DESC OTY UNIT COST COST VALUE 35621 002120 1 QAF5 Fusilli AF50101 SAUCE MEATBALL 3 10 00 30 00 QAF5 Fusilli AF50201 PASTA MEATBALL 3 10 00 30 00 AFS Fusilli AF50301 MOZZERALLA MEATBALL 3 10 00 30 00 SUB TOTAL 9 90 00 GRAND TOTAL 9 90 00 Figure 2 45 Matrix stock receiving report To Create Stock Adjustment Report for Matrix Items 1 Click on Stock Adjustment Report from Matrix Items Select how you wish to order report by 3 lf choosing order by group select the groups N Visual Information Products Inc VisudTouch Himi Report oroza 111 Regha Road Sute 1 Woodteidge Ontario LAL eres 32931 Tot 05 254 7001 Fax 305 264 7001 sua MATRIX STOCK ADJUSTMENT REPORT BY INVENTORY GROUP Thursday Jasaary 01 2003 Wadnesday January 24 2089 ITEM CODE DESCRIPTION ADJUSTED BY DISCREPANCY QTY INSCREPANCY VALUE DATE REMARK MAINS AF NOT FOUND KAFS0201 gars TNOTFOUMO UNKNOWN 1 400 mavae trisscaun GAS NOTFOUMO UNKNOWN 2 DO MVN meepirt inbel JTEM TOTAL 3 ET NOT FOUND jgAFSODOT aus NOTFOUMD UNKNOWN 1 000 DAVA nusspirt labi ATEM TOTAL 1 m GROUP TOTAL r Lr GRAND TOTAL 4 Lr Figure 2 46 Matrix stock adjustment report CUSTOMER PREFERENCE REPORT This report shows number of matrix items that have been sol
15. 290 Mem Diecourt Visual 10053 01260000 100 ser hem Discourt Meud 10 oraaa SUBTOTAL ux ITEM DISCOUNT ITEM DISCE 1545 20 Hem Discourt wimy d oaae ITEM CSCS was 200 Mem Discount Visus 10000 rna TEM DEC 1545 200 Hem Discount Visual 10202 oaaae ITEM DISC 1548 20 Hem Discount View 10013 nena ITEM DISCS 1258 2m em Discount Visual 10250 orasan ITEM DISCS 83 20 Mem Discount Meun 10014 MNA ITEM USCS 23 200 em Discount Visual 1054 arana ITEM DISCS IN 050 Mem Discount Visus 10051 oaae SUBTOTAL 1420 GRAND TOTAL 73 12 Figure 2 67 Summary shows adjustments listed by type and date 2 45 VOID SUMMARY REPORT Displays all voids made listed by employee and the item that was voided To create a void report 1 Select Void Summary from the reports 2 Enter a date range and press Done Visual Information Products Inc VisudTouch Himi Report oraaa 111 Regna Road Sufte 1 Woodbridge Ontario LAL GS 15 1644 Tol 90 284 7001 Fax 306 264 7071 Waa VOID LIST Thurs sy Jammney 01 2009 Toondoy Jummsey 27 209 REASON PREP AMT NOMPREP OHEOX ITEM DESCRIPTION on AUTH BY SERVER ERROR om sm MO Waulge Saad viwa SUBTOTAL 040 s SERVER ERROR 000 E Moss Wedge Sind 1 Visus SERVER ERROA o 20 10245 Chichen 1 Views SERVER ERROR ooo 1600 1029 Cesear 1 Views SERVER ERROR ow om was Saviaje 2 ud SERVER ERROR na 0m Ur Pepperoni Visual BUB TOTAL 040 ao Vernal SERVER ERROR noa om wa Sausage viua SERVER ERROR 000 10 10202
16. Administration MEAT TOPPINGS VEGGIE TOPPINGS Delete Row F Use Predefiened Toppings FORCED TOPPINGS ary Delete Row Figure 2 3 Screen showing pizza settings INVENTORY SETTINGS There are six inventory types countdown recipe both simple inventory matrix inventory and serialized inventory Countdown decreases the inventory count every time an item is ordered The inventory count will be displayed as a number on the menu button and will decrease by one when the button is pressed Recipe is used when the item is comprised of different inventory items from the inventory The stock items that are used in the item should be created in the inventory maintenance Both type of inventory combines the two methods of inventory mentioned above Matrix inventory allows for combinations of inventory to make up an item To setup an item as a recipe Go to File Update and then Item Maintenance Click on the inventory tab Click on edit button For the Inventory Type choose Recipe Click on Update Recipe button Choose an inventory item by clicking on the box under Item Code Enter the item quantity Repeat steps 6 and 7 to add more inventory for this item Press the done button WANAMAWNE Visual Information Products ICM C NN CNET 0000 5 0 0000 0103 SM No Fat No Sugar FY 0 Figure 2 4 Updating a recipe inventory for an item How to create a matrix inventory item OT SS CoN Ss Go to File Update and
17. Administration Select File Update gt Customer Reservation Click on a white square representing the day of the month Enter the customer s information The fields that must be entered are the ones listed in red Click on save button URUNK 1 38 USER FUNCTIONS User functions are available for any user logged into the system The user may need permissions to use some of the functions User Functions Onscreen Item Description scu ol Figure 1 45 Screenshot showing the user function buttons Chapter 1 User s Guide User Functions and Their Descriptions User Functions Description Swap screen By default the menu items will be located on the right side screen and check summary on the left side Pressing this button will reverse the screen so that the menu items will appear on the left and check summary on the right of the screen Edit House Account Opens the house account editor which allows the user to create or modify house accounts Out of Stock Items Allows user to stock in an item if it has been stocked out Send Message Allows the user to send a message to another user When the messaged user logs into the system the message sent will be displayed on the screen Claim Rewards Allows a house account holder to claim reward points The client must be setup to use reward points Send Email amp Text Message Sends an email to clients with house accounts Visual Information Products SUSPENDED AND PO
18. E E um 200 aves om Masten om Teen om a om d aa tsut aa ta sors 00 rcnt n fous 5a noowe 0m uw an EE Fee XII z TOTAL HOU WM TALESADUR oe MT Sauce ese rey na Moue TIGRT om GRIP SALES vem E LI wma al aex om om Teens 0o am 00 Figure 2 48 Employee Activity Summary EMPLOYEE SALES BY CATEGORY GROUP OR ITEM Visual Information Products Inc WisuadTouch Himi Ragan 111 Ragna Road Buta Woodbudps Ortara LAL BN 134548 Tel 905 264 7001 Fax 905 264 7071 Vus EMPLOYEE SALES REPORT BY CATEGORY Thurs og Samar 1 209 Toen oy Jamunry 27 2008 bese ory AMOUNT Desc om AMOUNT DESC om AMOUNT Weey FooD a 27300 BEVERAGES 2 000 wE 1 na U uoR 1 VOD MODFERS 2 00 EMPLOYEE TOTAL AMOUNT asso SHFT s Assie Foop 3 28400 BEVERAGES 2 ooo EMPLOYEE TOTAL AMOUNT nian HFT 3 d FOOD LJ 48500 BEVERAGES 7 29 BEER 5 2091 wre 2 4250 LOQUOR 1 17000 WOOFIERS 1 om EMPLOYEE TOTAL AMOUNT 730 38 SHFT 3 Saah FOOD 3 0D BEVERAGES 1 578 HEER 1 sg EMPLOYEE TOTAL AMOUNT sns SFT 4 Dermena FOOD 9 7300 EMPLOYEE TOTAL AMOUNT nao SHET 2 Nicole FDoD Li 17500 BEVERAGES 1 578 BEER 2 Ma wE 1 mun PONENS m amic ka suer z Figure 2 49 Employee sales report To Create an Employee Sales Report Based on Category 1 Click on Employee Report and then Employee Sales Report by Category 2 Select the category and press on Done 3 Select the date range and press on Done ik Visual Information Products EMPLOYEE SALES am
19. ItemCode SubTotal SAUCE MEAT AF50101 y 10 00 i AF50101 SAUCE MEAT AF5010 i 3 00 4 AF5010 SAUCE MEAT AF50101 i 10 00 AFS0101 PASTA MEAT AF5020 j 3 00 1 AF5020 PASTA MEAT AF5020 3 10 00 K AF5020 PASTA MEAT AF50201 1 i 10 00 AF50201 MOZZERALLA AF5030 d 3 00 1 AF5030 MOZZERALLA AF50301 Is 10 00 AF50301 MOZZERALLA AF5030 j 10 00 AF50301 SubTotal SAUCE SAUC AF7010101 i j 6 00 AF7010101 SAUCE SAUC AF7010101 1 0 00 i AF 7010101 SAUCE SAUC AF7010101 1 A 6 00 AF 010101 SAUCE SAUC AF7010102 i 6 00 AF7010102 SAUCE SAUC AF7010102 8 j 0 00 AF7010102 CAI ICEIGALIC AE2010102 ennn ernn ennn AE 0102 Print BarCode Export to Excel Print Report Figure 2 44 Stock value report To Create Matrix Stock Value Report 1 Click on Matrix Item Reports from Inventory menu 2 Select Stock Value Report 3 Select the matrix items and click on Done Creating Matrix Stock Receive Report 1 Click on Stock Receive Report from Matrix Item Reports 2 Select how you wish to order reports by 3 Choose a date range and click on Done chapter 2 Administration sley MATRIX STOCK RECEIVING REPORT BY INVOICE NO For Thursday January 01 2009 Wednesday January 21 2009 Print Page Setup Print Save As Exit Visual Information Products Inc VisualTouch Html Report 01 22 2009 111 Regina Road Suite 1 Woodbridge Ontario LAL 8N5 11 34 47 Tel 905 284 7001 Fax 905
20. L29 CUC COIS M 22 1 30 Searching for an ltem ccccccccccccsessssnssccsccsesesssssesecessesssuseeeceseeenssseeeceesescceensssececcessesssaeesscesesesaaeeeecenses 24 1 31 Man ag r FUNCTIONS RBS 25 E32 CUStOMErACCOUNTS cieee erie c vay 31 L33 User dinde c 35 1 34 Panel EdItOES o detener e Mata eere Re Re don da Tee ru ee eae pee Mn eu FREE ERR A aan FERRE een 38 1 35 UbhESIEE 45 1 36 Employee Sched ler 4 5 eee te redet E A ea Eo eee ERR a ha e eee Eee eoe ge dae dene nkYre aera ne deren ovens 48 L37 CUSEOMEr RESCFVQEION E 49 L38 User diee co 50 L39 HOSt MOE sis EERDE 53 1 40 REQUISItION TIONSfED ccccescscessssessseessssesseessssesscessesecsssensesessecessecessecessaesessecesseseassenseseestsesesensecenssees 55 chapter 2 Administration s ccccccccccccecessesecesscecssssecesesesessieecvacececesacesensvecsversvesveuecusssvereretereeseetesstenstnnsntyereye 56 2 1 Creating Menu Items ieioea aeieeiaii E ETEEN AE AE EEA a Pa e EFE EH age Ene e EV ena Eel 56 2 ZACEMEMOINCCN ONCE m E 57 ZB EMPlOV Ce visio veces RTRDI 65 2 4 HOUSE ACCOUNES EM 69 2 5 Auto Adjust ltem Prices rn aerae eset ee nee dba o kane E
21. LOG 4L Functions Check OUT Figure 1 2 Check Summary Screen Friendly On SEE Modifiers 1 8 CHECK LIST The check list shown below is a summary display of all open or closed checks depending on the viewing mode selected Check list is residing on the left pane right under user information section A check is considered closed if the balance owing on check is zero dollars The list also displays for each check the following Check number Table number Number of guests Time check was opened The overall total of the check Outstanding balance owing on check Various payments and adjustments that have been applied to the check NOU ARWNHE Friday Mov 05 2010 YOUR CURRENT OPEN CHECKS 10314 CASH 1 12045 13 88 12 88 10313 CASH 1 1045 6 48 6 48 10312 CASH 1 10 45 13 88 13 88 10311 CASH 1 1045 10 80 10 80 Figure 1 3 Section from the summary screen showing all open or closed check Chapter 1 User s Guide 1 9 FUNCTION BUTTONS The function buttons on the screen displays all the information about checks that are open or closed The user can view only his or her checks or if the user has manager permissions all checks The current checks are checks for the current day Old checks are the previous day checks that have not yet been archived because the End of Day procedure hasn t been performed yet These are function buttons that allow the user view checks that are currently in the system e Al
22. No 1 Print Zero Priced Modifiers on Bill No charts in Html reports Capitalize Prep Slips Allow Credit Card Tip iv Allow Cash Tip Double Size Prep Slips sing Two Ply Paper r E i OQ Pour Display m E Print Bill On Close Of Check Pour Station ID Is Station an Authorization Server Startup Panel MAINMENU Leave Auth Connection Open Default Map MVISUALTOUCH MAP Use Specialty Pricing Station Profit Centre fv BAR Specialty Price Zone Third Party Incoming Enployee e le vice Sn Employee Receiving Third Party Orders Device Resource Path Figure 1 23 Screen showing how user may enable disable Fast Service Mode Note To enable Map Mode view leave the Fast Service Mode check box unchecked 1 32 CUSTOMER ACCOUNTS There are mainly two types of Guests Accounts in VisualTouch allowing maintaining fast and sufficient service for particular guests e House Accounts e VIP Accounts Essentially they are the same but the accounts can be used differently in certain functions Visual Information Products To administer house accounts Log into VisualTouch Press Manager Functions Press Administration Accounts House and VIP can be setup in VisualTouch s Administration module under File Update gt House Account 5 Press on Edit Accounts it opens up the Account s administration window ANH Visual sl ouch oa ona Figure 1 24 Screen showing the Administration Module
23. Visual go to Station Configuration 3 Choose the Printer Map tab chapter 2 Administration A For Resource Name choose the name of the printer 5 Choose type for the model of the printer A thermal printer typically uses TM 88 type and a dot matrix printer uses a TM 200A type 6 Press the Save button i if f uoogcdgcocdc a 0 uu E Lr o v D uu wr o HE Figure 2 22 Screen showing configuration for a printer Changing Inactivity Timeout Go to station configuration Choose General Settings tab Edit the Inactivity Timeout Enter 0 for no timeout Press the Save button AWN HE Enabling Fast Service Mode Go to Station Configuration Choose General Settings tab Put a check on Fast Service Mode Press the Save button AWNR Changing the Startup Panel Go to Station Configuration Choose General Settings tab Select the Startup Panel under the pull down list Press the Save button AUN e Visual Information Products PRINTER CONTROL CODES This is where the user can update various printer configurations and their control codes To add a printer configuration From the main menu select Configuration Select Printer Control Code Press on the add button Enter the printer configuration and control codes Press the save button to save the information To edit a printer configuration Press on the edit button Update the information Press
24. a description of the item product This helps the clerks to know more about the item if the situation arises where lack of knowledge might hinder productivity or for drink recipes and wine pairing suggestions To setup a Cue Card Log into VisualTouch Press Manager Functions On the popup window that opens press Administration Once the Administration program is open select Item Maintenance from the File Update menu Select the desired item sorted by parent groups and click the Edit button Next select View Cue Card Once finished modifying the item Cue Card press Done Click the Save button EILUITTUEIUIDICTRK EE FUpbte Copain Procest Inventory Reports Gap Heb 9 N o Ui a w Ne H E E QEETRITIRIA 8 maisi dark chocolate cake filled with cherrics and whipped cream and garnished with hocalate curla This very popular and well known cake originates from Germany Figure 1 14 Screen for editing item Cue Card To view the Cue Card information in the Operations Module Exit Administration Open a new check Press on Other Functions Then select View Cue Card A yellow box will appear telling the user to select the item to view its Cue Card On the panel select the desired item Its cue card will appear AHAWNE Visual Information Products Suspended Trans Activate Suspended Trans Deactivate Suspended Trans Finalize Suspended Trans Recall T
25. adjusted N 9 M00 t TAX EXEMPTION ADJUSTMENT This type of adjustment is used to exempt selected tax types on the check To apply a Tax Exemption 1 Open the check that the adjustment is being applied to 2 Presson the Adjust Check button if this button is not among the default buttons select it from the Other Functions list 3 Presson the Charge No Taxes tab 4 Typethe tax exemption number and press Done 5 Select from the pop up list of tax types to exempt and press Done The selected tax is then removed from the check Visual Information Products SURCHARGES Surcharges are additional amounts that are optionally added to the check bill A typical example is gratuity which is mostly applied in restaurant environment This adjustment type is calculated based on the total check balance including taxes To apply Surcharge adjustment 1 Open the check that an adjustment is to be made 2 Presson the Adjust Check button if this button is not among the default buttons select it from the Other Functions list 3 Presson the Surcharge tab 4 Select the reason for the surcharge from the reasons list box 5 Press on the dollar S or percent 96 button depending on whether to apply a percentage or absolute dollar amount 6 Enterthe dollar amount or percentage to be applied 7 Presson the Done button to apply surcharge PREDEFINED DISCOUNT Predefined discount is just a short cut to any of the above adjustm
26. allow you to start moving panel buttons from one location to another Simply click on the button to be moved and click any empty grid panel section of the screen The button is immediately moved to the new location When finished moving buttons click on this button again to stop moving buttons e Delete A Panel is used to delete an existing panel When this button is pressed the user is prompted to select from a list of existing panels to delete e Save Current Panel is used to save changes to the currently displayed panel e Exit Panel is used to exit from the panel editor PROCEDURE FOR MANIPULATING THE PANELS The panel buttons and panels must be created and customized after the menu items have been created in Administration under item maintenance To open the Panel Editor 1 First Log into VisualTouch 2 Press Manager Functions 3 Then press Panel Editor and the Panel Editor Module will open AX t Print Employee Sign Out Report d Figure 1 35 Accessing the panel editor Visual Information Products To create a new panel 1 Press Create a New Panel button VisualTouch will prompt the user to enter the new panel s name 2 Enter a name for the panel and press Done 3 The main panel screen will be blank You must edit the panel to begin adding items To edit an existing panel 1 To edit a panel press Switch to Another Panel button 2 Alist of other panels will appear Press on the desired panel to be edite
27. barcode label format file bcl and click on Open Update Invoices Invoice List Invoice Detail Invoice Mas oos InvoiceDale 1172672000 Profit Centre SupplerName AP Foods Address 23 Wande Ave SupplierID i Contact Ciy Toronto Stete Prov e Email Telephone S05 4585774 Fax pam O Setaty to print Barcode to defaut n O Cleat ety to print Barcode SubTotal 0 0000 Tax 0 0000 Total 0 0000 lt prev NEXT E gt Bron a ADD ri EDIT P SAVE Gpancer exit Figure 2 30 Screenshot showing where to print barcode labels 2 27 PERFORM END OF DAY When all transactions have been completed then performing this function will print out all sales for the day signs out employees if they haven t done so already and gives option to move the current days data into the archive The current is the data that is being used for current day s transactions and can be viewed from the operations screen The archive is an area of the database which stores data for long term storage and is used for creating reports chapter 2 Administration Note All the reports under the Reports menu are generated from the historical database It is therefore imperative that the user archive the data during the end of day process Note If there are open checks for the day the end of
28. can create a tip out based on the tips on item types total sales or sales per shift To create a tipout file Click on Update Tipout File from configuration menu Click on Add button Enter a name for the tip out For the description select what you want the tip based on For the rate enter a percentage rate Click on Save Ue UN K 2 25 SMS ALERT CONFIGURATION SMS will send a text message to an employee to notify that a particular VIP account holder is present V SMS Text Alert Configuration Alert Name 5 VIP Account Type IP MEMBEF Alert List Figure 2 28 Screen showing how to add employees to a text list p Visual Information Products To Setup SMS Alert in Visual Click on Configurations gt SMS Alert Configuration Press the Add button Enter a name for the SMS Alert Enter a VIP Account type if there is one Select from the list the employees that will be alerted Press the button to move the selected employees to the alert list Click on Save button NOM RWNHE To setup Visual to use SMS Alert messaging 8 Enter the General configuration 9 Select the Other Settings tab 10 Check off Enable SMS Text Messaging 11 Click on Done General Configuration 3 Credit Card Data Source Over Time Room Service Profit Centre Other Settings Settings Settings Settings Settings Employee Scheduling Settings Gratuity Settings Use Employee Schedu
29. changed My touchscreen display is off when Your screen needs to be recalibrated Refer to the touch the screen touchscreen s user manual on recalibration process 135 EIS Visual Information Products
30. chapter 2 Administration Egi VisualTouch Activity Log Report Selection Criteria List Of Activities NO SALE DRAWER OPEN MULTI BILL PRINT Select All CHECK TRANSFER CHECK EDITS List Of Stations DANNYLAPTOP Select All Select All From 91 27 2009 To 0172772009 Figure 2 81 Shows screen for selection the type of irregular activity 132 Visual Information Products APPENDIX OTHER SYSTEM CONFIGURATIONS These configurations and settings were not included in the main section because they require a different kind of setup than what a typical one would use The sections here include how to control and use the enterprise version and also setting up Visual to interface with accounting packages A HOW TO SETUP AN ACCOUNTING PACKAGE WITH VISUAL First you must have visual software running on the computer that has the accounting software installed on it Usually this means you must purchase a back office license to use on the computer Once you have the accounting package loaded you must configure the interface settings with the software Below lists the general steps To change settings for accounting Go to administration gt general configurations Select the Data Source Settings tab Under the setting Interface with this accounting package select the accounting software Press the Done button Next choose Configuration from the main menu Choose Account Package Interface Setting Journa
31. entered 3 Click on Browse button to display all house accounts The list of accounts will be shown in the Browsed Account List 4 Select the house accounts by clicking on the account names 5 Press Done button to display the house account chapter 2 Administration iW 3 House Account Filter Entry Type MANUAL DEBIT MANUAL CREDIT City State Prov Phone Area Zip Postal Code Sex AMEX MASTERCARD Visual Information Products Inc VisudTouch Himi Report 01282008 111 Regina Road Suite Woodbridge Ontario LAL SNS 153356 Tal 805 264 7001 Fax 305 264 7071 Mua HOUSE ACCOUNT SUMMARY Thursday dammary 01 2009 Towsdoy Janwary 27 2009 DATE CHECK NO AMOUNT nr TOTAL 108 Brasher John voco w22 53 000 53 SUBTOTAL s35 em snas 101 Julie Ons Yn227 zu om zu Ote cs 10232 55 8 om 58 5 SUB TOTAL um m um w2 oso 1028 4085 000 A065 SUBTOTAL 1045 en 1045 103 Mike oLa 10208 ay on sxy ur T0225 5878 om 5878 BUB TOTAL mj m me w ogo 10230 6475 000 5475 SUBTOTAL ds em u75 GRAND TOTAL nm om avum Figure 2 70 Lists activity on a house account listed by date IPT Visual Information Products Print Paga Setup Print Save Ae Emi Visual Information Products Inc WisudTouth Himi Rapant OIR 111 Regina Road Sute 1 Waodbridye Ontario LAL SNS sao Tot 906 264 7001 Fax 306 264 7071 Visual HOUSE ACCOUNT SALES SUMMARY
32. item packaging tab Choose the items that you wish to be discounted with the package DAuAWNE Fm Visual Information Products 7 Enter the quantity to be included with the package 8 Click on save button im Pads gs Packaging mEM GROUP DESCRIPmON _oTvj ropPines appLy TO aL N Caesar Salad 0 Regular Pop Delete Row Figure 2 2 Screen showing how to define package items Pizza Settings These settings are for use in a pizza environment where points can be used in topping choices The amount of toppings a customer can choose depends on the item points set for a pizza If the customer chooses extra toppings than there will be a price added for the toppings For example if the pizza includes two topping points and the toppings have one point value than the customer may choose up to two free toppings To create an item as a pizza item In item maintenance choose the pizza group Click on add new item Enter an item code Click on done Check off pizza under item settings Choose the pizza settings tab For topping startup panel choose the panel that will display the toppings For included item points enter the item points for the pizza For the toppings group choose all the toppings that will be the topping choices If there are toppings included with the pizza then check off use predefined toppings Enter the toppings that will be included with the pizza 10 Click on save WANDAMAWNE chapter 2
33. more than one check open in order to use this function Visual Information Products To setup another currency HAWN RE Go to administration Go to configuration and click on currency update Click on add button Enter the description symbol and rate Click on save To setup a house account to use reward points N Dow Go to user functions and click on edit house account Find the house account you wish to setup rewards with by clicking on search for account or clicking on the scroll arrows Click on general information tab Click on edit button Check off program participant Click save button To define reward point settings Au AWNH Go to general configurations Click on reward points tab Choose the reward points for each item type If you wish to use rewards points as payment check off use reward points as tender Enter reward point equivalent in dollar amount Click on done To transfer items in a check ANH Open a check from the check summary Click on other functions button Scroll down and choose transfer check items Click on the green box to select all items in the check or click on single items and then click the yellow box Choose the check that you want to transfer the items to Note There must be another open check in order to transfer items to it from the current check 1 29 CUE CARDS Chapter 1 User s Guide A Cue Card is a card in this case a popup window with
34. profit margin of sales for the period MANAGER REPORT Thursday Jaseary 01 2808 Monday January 25 2085 oo TAKEDUT BALES m 400 SALES oo AULE Orias BUEST CHECK AVG CHECK AMOUNT AVG TAKEOUT DASCOUNTS amp COUPONS IN STORE vrewteecouny TOTAL ano r au TOTAL PAYMENTS mas MTS 360 NIIT PAYOUTS zum PAYINS 000 FOODPET mac WEATHER a Figure 2 76 Shows a list of information for managers to use Sales Balance Sheet will show sales for the period cash receivables sales made by category and shows the amount of sales that have been adjusted based on a time period SALES BALANCE SHEET SALES TICKET SUMMARY TAX COLLECTED NON SALES CASH DEPOSIT 299533 Cost OI Productc Suid 400 83 Prete Mirgh 130622 AVERAGE TIOKET OD Checks Mo 3 1000 Chocks Any L2 O Gueds Mo na O Guasa Awg Ba CASH DRAWER RECONCILIATION Figure 2 77 Shows revenue and cost of sales in report form Management Forecast Report lists sales in the period and compares it to the previous period s sales The report can compare hours worked payroll hours worked and creates a budget for the amounts These reports a listed by profit centre chapter 2 Administration is Note that there must be data records in the system in order to create a forecast report 2 52 TABLE AREA ACTIVITY SUMMARY This report will show sales and how many checks created organized by table number T
35. show in a popup window Select an item from the list If the item is a serial inventory item then you must enter in the serial number 7 Presson Save button when you are finished entering inventory items List of Outstanding Purchase Orders Outstadning Purchase Orders PERIOD ORDER DATE ORDER NO PROFIT CENTRE SUPPLIER n 09 SERVICE Green Foods Inc Figure 2 38 Importing a purchase order To Print Barcode From Stock Value Report Version 2 1 Click on Stock Value Report from Inventory menu 2 Select the groups and click on Done chapter 2 Administration sey Click on Print Barcode button For each item enter an amount for number of labels to print for QtyToPrint Click on Print BarCode button Click on Load button Select a barcode label format file bcl Click on Open Click on Print button 900 Xm v t Stock Value Report Group ItemDesc ltemCode Sales Value Cost CostValue HITCHING KIOSK Panini AA 0 00 2 75 0 00 Panini AAZ 0 00 0 00 0 00 Panini AA2 0 00 0 00 0 00 Italian Sausa AA3 0 00 0 00 0 00 Italian Sausa AA3 65 00 1 00 5 00 Italian Sausa AA3 403 00 0 20 6 20 SubTotal 468 00 11 20 Greek AB4 0 00 2 00 0 00 Greek AB4 0 00 2 00 0 00 Greek AB4 30 00 0 00 0 00 SubTotal 30 00 0 00 KIDS MENU Chicken Fing ACT 0 00 6 00 0 00 Chicken Fing ACT 0 00 6 00 0 00 Chicken Fing ACT 0 00 6 00 0 00 SubTotal 0 00 0 00 DESSERT
36. their current shift at which point the program will print out a time sheet for the hours worked and activity details If the employee presses Take Break the employee will still be in their current shift but the time from when they take a break to when they sign back in will not be recorded 1 5 SIGN IN AFTER SIGN OUT Visual allows the user to clock into another shift if he or she has already clocked out If the employee signs out of their shift but would like to sign in again the program will prompt the user either to sign in to the current shift or the next shift To Clock into Next Shift 1 Pressthe Clock Out button Chapter 1 User s Guide 2 Loginto Visual with the account 3 Choose whether you wish to clock into the current shift or the next shift 1 6 FINE DINING MODE VS QUICK SERVICE MODE The screen that is displayed in a dining environment will show the table layout of the restaurant The right side of the screen displays the floor layout of the tables and the table numbers When creating a check in this mode the user must click on an open table Tables that are open will be blue in color Tables that are occupied and check opened by the current user will be green in color The color for a table will be red when another user has opened a check on that table A yellow color indicates that the table has been reserved In fast service mode menu items are displayed on the right and the default number of guests is one This
37. to cr oi RR ara atoro iiiad iis a i oa EaR ni ii EEEa 5 1 11 Creatingd NOW COCK m E 6 1 12 CHANGING Table Numbets iot ea heme eh iin ai Ais aS eae E Eai Sasika Ea 7 1 13 Modifiers se oeenn r cir ot ua ad ui era dieat nea E E EAEE EE 8 1 14 Sending OR Saving an Order iiiter oen rh oa dh Fark inei TK Fa e dara MR Ha SERE KR ER ERRARE iE 8 1 15 Printing d Bill troi i rite HTTP REL n aai EE EDITAR E Rep La CH E GHI YR SERE UR AER Ko Fa Laub anaE 9 1 16 Voiding Items cti ra aL Lr p E EAEE ASEE ERRORE Riia Raia 9 biebdoldehigigcs E 9 keygen 10 1 19 Preparation Prep Sequence pinnene a aA a aE Ea a eaaa aa a EE 10 1 20 Timed Mems sisaning ontan a aaee a Ea aAa E eaa e aa 11 begin km aena Ea 12 1 22 Making Adjustments on a Check sessi eene einen ennne an nns ennt nnns nnns eaten nnn 13 1 23 Splitting a CHECK SM E En 16 1 24 Transfer Check Items Combining CHECKS sessi sisse thinner inneren nnns nnns 18 1 25 Memo BUttON 18 1 26 Repet OER sais E 19 1 27 Reconfiguring Function BULONS secccessesescssscetsceeeseseeseeeesnecsneeseseeesaeesseacersaeeseaseesesseeesesesseaeerens 19 1 28 Other Functions uiii neas saute Mie hoa VE La SR TR Dao Roa adeaieessioaiededeasanasdlaavendeaua ARRAS E Due adeo 14 P0230 Sd se REA dS 21 a Visual Information Products
38. 08 10 38 11 12 08 10 11 11 12 08 10 12 11 12 08 10 13 11 12 08 10 14 11 12 08 10 15 11 12 08 10 16 11 12 08 10 17 11 12 08 10 18 62 09 0 00 je Figure 2 75 Lists the checks based on the selection query 2 49 CURRENT REPORTS The current reports will show reports from the current transactions such as sales summary cash drawer activity customer preference etc You can also access these reports from the manager functions To view a current sales summary Choose Sales Summary from the current reports Select a date and press Done Select the employees and press on Done Print the report and exit the screen A 5 NOR To view a customer preference report by category Choose Customer Preference by Category from the current reports Select a date and press Done Select the employees and press on Done Select the categories and press Done Enter a date range and press Done Uu e WN S 2 50 LAYAWAY REPORT Shows a report that lists items on layaway You can list the layaways based on returns expiry date or account name 127 vk Visual Information Products To view a layaway report based on the returns Choose Layaway Report from the report menu Select List of Returns Enter a date range and press Done Select the house accounts from the list and press Done ANH 2 51 MANAGER REPORTS Manager Report will show the sales cash expected after payouts and the
39. 4 HOUSE ACCOUNTS EDIT HOUSE ACCOUNT chapter 2 Administration eq Allows the user to create or modify a house account In this module you can enter the customer s personal information such as address phone number email address etc You can also enter a credit card number for a customer s account To make payments to an account view previous statements or add a transaction to an account one can do so by clicking on the Account History tab 4 House Account x General Information Do AcowtHisoy 0 Account No 01 Pe 1 Address State Prov LL E O lo City Lo State Prov ss Zip Post Code Account Balance Stop Account Company Name Last Name City Zip Post Code Phone Business Fax Email Date of Birth 11 12 2008 M Sex C Male Female Ks Quiekfam Send t Next Picture is M Email H Attach Previous Picture Reg Member Card Figure 2 11 House account details screen To add a house account s Click on add button Enter account number By default visual creates an account number However you can change this to whatever you wish as long as it is not already taken Optional Enter customer s personal information such as name address phone number etc Optional Add a picture if there is a camera attached to this computer by clicking on QuickCam To setup a member card Du RWNH Click on edit house account Click Find button
40. 40 1014M 2003M aso 16 1600 mm 1a 241AM 300A on 16 1600 M 146 3014M aonan 040 16 160 Er 1am TOTAL 18517 Dr n ni SALES vs LABOUR COST CHART I EEEEEHECEEEEEEEEEEHS Figure 2 55 Report showing employee pay related to sales listed by hour JOB CLASS LABOUR COST REPORT If job classes are utilized then this report will show amount of sales listed by job class To Display a Job Class Labour Cost Report 1 Click on Job Class Labour Cost Report from the Employee report menu 2 Select whether you wish to order the report by job class summary day or month chapter 2 Administration ES 3 Select a date range and press on Done Print Page Salus Print MTS p Visual Information Products Inc MVisudTouch Hind Report Otzg 0e 111 Regina Road Suite 1 Woodbridge Ontario LAL SNS 42405 Tet 805 264 7001 Fax 805 264 7071 Visual JOB CLASS LABOUR COST REPORT Thursday Jaamary 01 2003 Teesday Jaenasy 27 2003 TOTAL SALES 200533 EMPLOYEE EMPLOYEE NAME SALES nouns RATE PAY spar cost NO JOB CLASS gt My ooo vo o ma too 57 n Aone 26400 24 oo ow 00 00 Mataia 74488 BS ow ow 20 oo 14 Sanh 565 23 000 000 a0 an LJ Dorana 700 72 non non no oo 16 Nook EX 166 000 aw 00 0D v Yim 12508 19 ooo ooo no on 18 Kathleen 14844 159 000 000 90 a0 AT Visual mar 188 Y non no no oo c Orpa 000 20 000 000 00 a0 SUB TOTAL ata 10 5 wom ne 5 70 Weser Wy 45320 zi wa z070 100 t SUB TOTAL asus na 2o wu m GRAND TOTAL man in
41. ANCE 9208 1005 SAE sw 250 112208 10085 SALE 2500 00 wae wm PAYENT um Er e 8 8 Figure 2 64 Lists the use if the gift card was purchased or redeemed To create a G C Activity report 1 Select G C Detail activity report from gift certificate reports 119 120 Visual Information Products GIFT CERTIFICATE ACTIVITY DETAR For VisuaTauch Hini Rapant Visual Information Products Inc orans 111 Regina Road Suite 1 Woodbridge Ontario LAL SNS 11825 Tat CE 264 7001 Fax 505 264 7071 viua Gift Certificate Detail Activity Report Thursday Jaawsry 01 2009 Monday January 26 2009 CARD NUMBER EXPIRY TRANS DATE CHECK NO SOLD RELOAD REDEEMED 2 oo s mm ncm om 12 We 10261 000 000 H 3 ozot Mrs ET oo om 13 EAN 10262 000 0600 4251 n oot wm sum nn om t KE 10263 on 000 5000 TOTAL meo nao IER I Figure 2 65 Lists gift cards and the checks related to the gift cards 2 43 TIME BASED ACTIVITY REPORT Lists sales received organized by the hour Also a chart displays sales made by the hour A time interval summary displays sales listed by minutes rather than by hour To create a Time Based Activity Report 1 Click on Time based activity report from the reports menu 2 Select the date range and press on Done Tat 0806 2647001 Fax 805 2643071 Visus z TIME ACTIVITY SUMMARY Thursday Jasnary 01 2009 Tuesday Jammary 27 2008 TNE SALES s CHECKS AVG CHECK GUES
42. Credit checkbox 10 Press Done to save information chapter 2 Administration x4 Off Line Authorization Capture Authorization Code NGROVR Card Number 40030001 23456781 a ALS IET MET Expiry Date mmyy rans Amount 4 00 Authorized Time 23 05 28 Date 47142002 Credit x Delete Cancel Figure 2 33 This screen allows user to edit credit card information manually To edit a credit card transaction s Double press on a transaction that requires editing Enter new values of the transaction 3 Press on Done to save the information N Note When you are deleting a credit card transaction no information is stored in the database regarding credit card information Therefore you must be cautious when deleting payments unless the customer has there card info 2 29 RESTORE ARCHIVE DATA Move data from the archive back into the current database This option is used to restore an archived day into the current database Used when you need to edit info in a check that has already been processed To restore archive data From the main menu select Process Select Restore Archived Data Enter the date to be restored and press Done on the date dialog form The day should be restored Press the OK button BRWNRE 2 30 EDIT EMPLOYEE HOURS Edits hours worked for employees You can change hours worked if they have worked multiple shifts This option is used to edit hours worked by an employee ew Visual Inform
43. DRAWER Assign cash drawer function assigns a cash drawer to an employee if there is more than one cash drawer connected to the station The employee will only have access to the cash drawer assigned to them To assign a cash drawer 1 Click on assign cash drawer 2 Click on Drawer 1 or Drawer 2 3 Choose a user from the list of employees Administration allows the user access into administration The user must have manager permission set to be able to enter the administration for security purposes CURRENT REPORTS Current reports show the various reports for the current day s transactions This feature can give the user an overall view of how the business is performing It is quicker to view an up to the minute report than having to go into administration and doing the end of day Note that current reports can only be done on the current day s data Sales Summary Cash Drawer Summary Category Summary Customer Preference By Category Customer Preference By Group Sales Preference By Category Sales Preference By Group Station Tender Activity Report Transferred Checks Report Figure 1 19 Current report selection list Print PayOuts Visual Information Products Current Report Descriptions Reports Sales Summary Cash Drawer Summary Category Summary Customer Preference By Category Customer Preference By Group Station Tender Activity Report Station Tender Activity Report Transferred Checks Report Print Pay
44. E REPE ERR d RE RR o eoa E est RR RA dea evo ST Tende 70 2 6 Promotional Quantity DiSCOUNL csscsccccccccssessssscseccssesssnseecccsesessuaseseceesessaasssesscesesesssasescesseeenaaseeeeesees 71 2 7 Item Sizes Classes MOtrix s etsi tee e reale desee ea e Ee Ease deren lens eva ebd ved ente eager dn 72 2 8 COMPO Setup 73 2 9 Setting Taxesin the Tax Table i da tee ao a ara tka Foe Pe WERE RA ea Te TS REMIS 74 E AO TCI NL 75 FENEUIJ Emm H 76 2 12 Adjustment Surcharge Payout REASON ssccccssssccsssseeeseneeeescseecsssaeeeseaeecseueaeecseauaeesssasessesaesensaess 76 2 13 employee SCHEAUIER svicasivcssccadecescsacccnstaasdesbaveceteceasvenncddeadcadecetannetetesvaval RETE RAE Rea a EU eo sede Re esa TEUER 76 2 14 Customer RESCIVOTION rreri 76 2 15 eiie m 77 2 16 GENEFAl CONFIGUIATION EE 78 2 17 Gift Certificate Settings enia fere pepe a a TERRA ERE PARE e RETE EE EE VREH FAN EE Ee ek Frust Crea eT KR OR 80 2 18 StAtiON erobert 82 2 19 Discounts and Surcharges sssccccccsseesscccescesssesssseseccssesususeesceseeesssaeeeeceeesssnsseeescesesenssseescesseeeaasesecesens 84 2 20 CUITENCY UDG E 85 221 Profjit CONCEP UP AACE RE 86 2 22 Upd te Budg
45. Pineapple viru SERVER ERROR aw on wa Tomates 1 Vua SERVER ERROR 0 00 on 10202 Green Peppers 1 Visum SERVER ERROR no om wa Ham 1 Visual SERVER ERROR 000 om 10202 Soveege 1 Visus SERVER ERROR non m D Hamain 1 Vitual SERVER ERROR 000 1700 10201 Fiaresan 1 Vimus SERVER ERROR ow 100 wa Pimasppie 1 Vitud SERVER ERROR 000 10 0201 Tomatoes 1 Mirum SERVER ERROR no 10 wa Groan Poppare 1 Mua SERVER ERROR 000 on 10201 Hom 1 Views SERVER ERROR ooo om 10201 Papperart 1 Views SUBTOTAL 00 o Figure 2 68 Shows voids listed by employee and date 122 Visual Information Products 2 46 HOUSE ACCOUNT Reports that displays information about house accounts To access these reports you will use an entry screen to narrow down the search results Below lists what some of the reports show Report Name Description Account Activity Shows the checks made on each account organized by account and date Statement of Account A report that will show statement for selected accounts that can be printed based on date Item Preference This report shows the number of items purchased by each account To Search through House Accounts Using the Filter entry form 1 Choose a House Account report from the House Report menu 2 To narrow down search results select the options such as the transaction type payment type or date You may also search the account by clicking on the Find button which will allow you to search matches based on a string
46. Preference report from the HouseAccount Summary Select the date range and click on Done Using the House Account Filter select the accounts Select the groups from the list and click on Done Select the menu items from the list and click on Done Un amp WO No Es PISA Visual Information Products 2 47 ITEM LIST REPORT Displays selected items the groups it belongs to the item type and price of the item ordered by category or group Visual Information Products Inc Visual Touch Himi Regert Genorater 01 28 2000 1556 13 111 Regna Road Suite 1 Woodteidge Ontario LAL ENS Visual Tet 906 2647001 Far 906 266 7077 CODE DESCRIPTION GROUP MEAT TOPPINGS KOS MEN WSSESESSERREASERSRRBSERHSS Figure 2 74 Item list organized by category 2 48 TRANSACTION REPORT Shows detail information about checks such as what was sold the sales cost of items You can list checks based on date amount or check number To Display a Check Report 1 Click on Check Report from the Report menu 2 Using the pop up form enter information to select checks by amount or date Press Done button 4 Options For Checks Select Options Below Check Number Check Amount Check Date mm dd yy Cancel 3 Select the checks from the list 4 Press Preview button to view the selected checks 5 Scroll through the checks by using the Next and Back buttons chapter 2 Administration 11 12 08 10 38 11 12
47. Press Weight Bar Codes to enable the feature Repeat steps 7 and 8 in case of disabling Uu ARWNH Ww MND A ngs l Reward Points Profit Centre Settings Data Source Settings General Settings Credit Card Settings Other Settings Payrol Settings Room Service Settings Closing Time hiscmm 04 3 0 w Default Table Label ast Time Item Units in Minutes 1 Maximum No of Guests Electronic Scale Query String Electronic Scale Units Ow Magnetic Card Reader Preamble Asc Tlectronic Scale Response Preamble Asat Weighted Bar Code Preamble Asch Standard Bar Code Preamble Ascii Ber Code Format Open Cocktail ttem Display Lime Item Total Priest Credit Note Slips Combine Like Items On Bill Print VIP Information On Ships Prompt for Guest Number Use Seat Numbers Print till Detail on Mouse Account Sip Use Inventory Stow Account Balance On Bill Detail Use Average Cost Exchade Cash Tips From Net Cash Deposit Pret Tramaction Number oe Receipt Bottom Prompt for Report Time Range Print Transaction Number Barcode co Receipt Receipt Printer Uses w De not print predefined toppings item Desorption Charge Pizza Toppings By Charge Partial Toppings Order Prtabor Uses Qoo Pane Display Type 56 buttons X 15 tabs Item Desorption On Screen Item Font Font Name Primary hem Description Font Anal Click Mere To Setup PrepArea KDS Requisition Settings dim ES BOoos eo Co Figure 1 29 General configuration screen allowing to set Bar Code form
48. Press on the Done button to apply the adjustment Chapter 1 User s Guide ENTIRE CHECK ADJUSTMENT This type of adjustment is applied to the total of the check including taxes To apply an Entire Check adjustment Fs Open the check that an adjustment must be applied to 2 Presson the Adjust Check button if this button is not among the default buttons select it from the Other Functions list 3 Presson the Discount Check After Tax tab 4 Select the reason for the adjustment from the reason list box 5 Press on the SDollar or Percent button depending on whether to apply a percentage or absolute dollar amount 6 Enterthe dollar amount or percentage to be applied to the total of items belonging to the selected item type 7 Presson the Done button to apply the adjustment SPECIFIC ITEM ADJUSTMENT This type of adjustment is applied to selected items on a check To apply a Specific Item adjustment 1 Open the check that the adjustment must be applied to Press on the Adjust Check button if this button is not among the default buttons select it from the Other Functions list Press on the Discount Specific Item tab Select the reason for the adjustment from the reason list box Press on the SDollar or Percent button depending on what is applied Enter the dollar amount or percentage to be applied to the items selected for the adjustment Press on the Done button Select from the pop up list of the check the items that are to be
49. Profit center listing sales by bar PROFIT CUSTOMER PREFERENCE Lists items sold as a percentage of the quantity and amount listed by profit centre To create a profit center preference report 1 Click on Profit Center Preference Report from reports menu 2 Select the profit centers to be displayed 3 Select the date range and press on Done LETT Visual Information Products c ERN Tee greg Lex Visual Information Products Inc MsudTouch Hind Report oraaa 111 Regina Road Sute 1 Woodbridge Ontario LAL eres 44442 Tal RCE 264 7001 Fax 305 264 7071 Visual CUSTOMER PREFERENCE REPORT BY PROFIT CENTRE Thursday Jassaey 01 2008 Teesday Jaawary 27 2003 QUANTITY AMOUNT eM DESCIPTION NUM PREP NPRP TOTAL SGAP TOTAL VALUE PREP NeRP TOTAL GRP TOTAL sop vom vob usen SOLD VOID VO USED BAR ABI Morges 1 0 1 14 14 500 000 00 150 18 18 aB Cassie o 1 4 55 55 Eam OD ww s g 5 ABS Ami 1 0 0 1 m PIT aw 0m m n 0 ABE Harlan 1 a 2 D 4 i4 vm om aum o 20 n acz Grid Cheese 1 0 1 14 i4 0000 000 00 100 12 1 aD Laman Tat 4 o 4 55 55s xa om mm xum 38 38 ADS Engish Trfie 5 0 5 8 8 400 aw 00 aw n ADA Chocolate Cala 4 a o 4 55 55 s0 am oo a0 as os AE Squseh Begue 3 0 3 41 ay 100 aw 000 10 25 25 AE Wade Swat 5 a 2 5 s es so oo wo m 53 53 AES Sam Too 1 a 0 1 ta 14 160 000 00 6m 19 19 AES Goat Choasa Salad 1 0 o 1 4 i4 nm om nm 20 14 1a AF Red Snapper 4
50. S English Trifle AD3 0 00 3 50 0 00 Enalich Trifa AN2 nn nn earn ar nn Export to Excel Print Report Figure 2 39 Printing barcode from stock value report 2 34 STOCK LEVEL ADJUSTMENT Performing this function will change the quantity in stock Inventory Adjustment Ref Remak Gift Profit Centre item Code Desorption vana Actual qty Piserepancy Dum SERVICE wagi w Rye x Figure 2 40 Screen allows the adjustment of inventory To Adjust Inventory Levels 1 Click on Stock Level Adjustment from inventory menu 2 Choose the item by item code or from description 102 Visual Information Products 3 Edit the amount for the actual quantity 4 Click on Save button PROFIT CENTER STOCK TRANSFER Transfer inventory from one profit centre to another To transfer stock from profit centres 1 Choose Inventory Profit Center Stock Transfer Press Add button 3 Choose profit centre to transfer from and profit centre transfer to Enter the name of the receiving person the date and a remark 4 Select the items to be transferred by entering the item code 5 Press the Add button N STOCK TAKING CHECKLIST Stock taking checklist allows a checklist to be printed when doing an inventory stock check To Create a Stock Taking Checklist Click on Stock Taking Checklist from the Inventory menu Choose the group from the list Click on Done Press Exit when you ar
51. ST DATED TRANSACTIONS Post Dated Transaction A post dated transaction allows a transaction to be put through at a later date The check will appear in the check list on the date and time specified by the user To create a post dated transaction Click on post dated transaction Click on the create button Enter the date and time that the transaction will go through Click done A UNK Suspended Transactions A suspended transaction allows a transaction to be put on hold until a later time The check will not appear in the current check list until you finalize the transaction To create a new transaction 1 Click on activate suspended transaction 2 Entera number for the transaction 3 Click done To recall a suspended transaction 1 Click on recall suspended transaction Enter the transaction number you created Click done 3 Enter transactions as you would in a normal check The user summary at the top will display that the check is suspended and the transaction number will be listed here N To finalize a suspended transaction 1 Click on finalize suspended transaction 2 Enter the number for the transaction you want to complete Click done 3 The transaction will now have a check number instead of a suspended transaction number PRIMARY AND SECONDARY ITEM DESCRIPTION You can make it so that items displayed on screen will display the primary or secondary description Primary and secondary descriptions are c
52. TS LI AVG GUEST 12 004912 00AM om 00 0 00 no o 00 amw 02 014404 OAM od oo a on ooo o oo om 1 014906 004M vn 0 0 00 ow 0 00 om DS D1AMOS DOAM ven oo o on ncn a on om 16 0149910 DAM ven 00 0 00 oc 0 00 000 10014412 DPM een 132 6 me EI zo ms 1988 12 07 N602 000M msa nF 5 n sus 3 a na 02 01PMD4 DEM utar ED e m EEN no xp aw DE MPWIS 02M was 43 3 52 4708 3 29 26 ENPM PM 0420 on o on ooo a oo om 08 0110 00M ono 00 0 00 000 f 00 ow 10019412 004s 020 oo o on aw a oo om TOTAL 1102 98 TIME ACTIVITY CHART m wwo 1200 im 1wa o um P uo om a E E E 91 Tien TAIPH COYNAODA LIPS GAN ERT AA 12 OAM A CH i VOE 11 A2 PWO OC DP OD COP 12 AM in Figure 2 66 Lists sales made by hour and by date 2 44 ADJUSTMENT REPORT Lists adjustments made the amount of the adjustment and check number of the adjustment chapter 2 Administration ial To create an adjustment report 1 Select Adjustment List from Adjustment Reports 2 Select a date range and press Done 3 Areport will be displayed Press Exit when finished ADJUSTMENT LIST F Visual Information Products Inc VisudTouch Hini Rapan oaas 111 Regina Road Suite 1 Woodbridge Ontario LAL ENS 15 13 18 Tat B05 264 7001 Fax 905 264 7071 Visual ADJUSTMENT LIST Thursday Jemmary 01 2009 Trentay January 27 2009 TYRE DISCOUNT ACTUAL REASON AUTH BY CHECK MO DATE ITEM TYPE DISCOUNT FOODS 150 55 Hem Discount Visual 102 8 DURER FOOD 10056
53. To create a reason for an adjustment Go to Administration Select File Update gt Adjustment Surcharge Payout reasons Select the reason by choosing the tab for adjustment surcharge or payout Press the Add button Enter a description Press Save button DO BBN TES 2 13 EMPLOYEE SCHEDULER Used to schedule employees work times They must log into the system at the designated time in order to begin work To enable this feature you must change the setting in General Configurations See section 1 36 2 14 CUSTOMER RESERVATION This feature creates a customer reservation See section 1 37 for details chapter 2 Administration 2 15 CONFIGURATION Configuration menu allows user to configure and customize different components for successful run of VisualTouch system and to adjust the system to suit the business needs To view company info 1 Goto Administration 2 Choose Configuration Company Info Company Info Descriptions Company Information Description Charge Tip Reduction Charge Tip Reduction is applied to the amount of tips summarized from credit cards payments for each server Merchant ID The id number of the company Company Logo Filename The file path where the logo is located This logo will be printed onto the receipts E mail Setup This section can edit e mail settings so that e mails can be sent to employees or house account users E MAIL SETUP To setup e mail 1 Choose Company Inf
54. Touch Hind Report rl 111 Regina Road Suite 1 Wacdleidge Ontario LAL ENS 1418 Tal amp CE 264 7001 Fax 905 264 071 sual Thurstay Jaesary 01 2009 Tuesday Jamunry 27 2000 URGE wer WO OF creo g Totar HOI CEG mw pp lt n Tansa wet Move TIPGRT QU GROG SALES sen p mm uma om amex wasren om mers 0m a om d am reut EZI 18 sore on dur CAT aa ouis ao noD C am ue io ELONE dena To or cieo g TOTAL HUNE XYH Aoun um MET sass p ws ur OUaE niort Do GORY SALES ana casn LI LJ 0o ave om warren E ment om I 209 o aoa teur sra ts wore 800 dar cat 00 ouis D naout om m om DEE Wd OE EI TovaL HOWE Ge SALES Er MET SALES I Tasks ELI MOUSE HORT 000 orons SALES p Cad L4 me 0o aves om Matrem pon mers om ic om onte 00 teut vetas m wore p aT EAT 00 wouie 298 aome 00 u 0 SURE few X 3 TOTALHUIME Sa TALENMUUM LI AT aiia cas TAKES 76 Mavae HeVoRT Om GROaD SALES os Caen LI yna 00 ave om aere mers m ace 200 d ao sew an ta wore 00 GET CAT ouis ow n o0 w om THREE Deve X 3 TOTAL NOUNS E T e na Taes ix WOUGE WPGRT Do ROS SALES m casn mat vise 09 aex 00 aerem om mers cn pon orev oa icut p ta wore oa our cay aa mouis 000 noone 0 um om rE ode XII g TovaL nome WM eo DI MET SAL p Tak ase WOvsE NRT uo kos SALES conn wa wma L aex 0m aerem 0 nens om js oo itu 7 dein tA MOTE 00 eT eat eos mouse hog naout om um om aee Wn OE EI TOTAL OU wa TALESHUUR 7 MT SALES veo red Lj Dus THOT Da GROSS SALES wae
55. UNIT 200 0 0000 0 00 QABA Greek UNIT 200 0 0000 000 SUB TOTAL 225 00 AC KIDS MENU QACI Chicken Fingers unit 600 0 0000 0 00 ACt Chicken Fingers unit 6 00 0 0000 000 QACI Chicken Fingers unit 6 00 0 0000 0 00 SUB TOTAL 0 00 Figure 2 40 Stock Value Summary Report STOCK ADJUSTMENT REPORT To create a stock adjustment report 1 Goto Inventory gt Stock Adjustment Report 2 Select by date or by group 3 Choose the date or group and press Done button PURCHASES REPORT The purchases report lists items that have been purchased from PO s organized by supplier invoice or group To Create a Purchase Report ps Click on Purchase Report from Inventory menu 2 Choose one of the following options Detail by Supplier Detail by Invoice Number or Summary by Group Item 3 If choosing either Detail by Supplier or Detail by Invoice select the suppliers you wish to create the report from If choosing by group item select the groups that you wish to create the report from 4 Click on Done 103 104 Visual Information Products STOCK ITEM PURCHASE REPORT BY SUPPLIER For Thursday Jamwary OF 2009 Tuesday Janus Print Page Setup Print Exit Visual Information Products Inc Visual Tauch Hini Rapart 01 21 2008 12553 Viewed 111 Regina Road Sute Woodbridge Ontario LAL ENS Tat 306 264 7001 Fax 905 264 7071 STOCK ITEM PURCHASE REPORT BY SUPPLIER Thu
56. WNHE chapter 2 Administration 10 Repeat steps 6 to 9 if there are multiple stations To enable profit center by item group Go to General Configuration Choose Profit Center Settings tab Place a check on Enable Profit Center Tracking Under Track Profit Center Sales By select the ITEM GROUP Press Done button Go to File Update gt Group Select a group and click Edit button Choose a profit center and press Save button SONAMAWNH 2 22 UPDATE BUDGET ENTRY A budget can be created for a profit center You allocate resources that will be available on a specified date 4 Update Budget DATE PFCTR HOUR PURCHASE PAYROLL SALE Date 11 11 2008 11 11 2008 1 18 5000 00 600 00 7500 00 ProfitCentre Hours Purchases 5000 00 Payrolls 600 00 Sales 7500 00 m 4 2 Figure 2 25 Shows the budget entry screen To create a budget entry Click on Update Budget from the Configuration menu Click on Add button Enter the date profit centre hours purchases payroll sales Click on Save button t NOR 2 23 TIME ZONE UPDATE A time zone is a specified time frame when an items price can change based on when it was purchased For example a time zone between 3 00pm and 4 00pm on a Tuesday can change an item s price if purchased during that time Visual Information Products Note Time zones will not work properly if they overlap with other t
57. a a aaas aAA 115 2 39 Item Preference Report noia ern Ea Foo AE AE EU REPRE RR ERES ATE 116 2 40 Profit Centre Sales SummldFy iiie dirae en eot esed doe a e AEE EO E EEIE EEO E EEEE E E AANE aE 117 2 41 Cash Drawer Activity RepoFt eese aseo es ee sasdbeassvncadsessesanctonssevsabucdaldeaserstesevdecedvaesendcnasaceens 118 2 42 Gift Certificates RepOFt ii tee teo e esso YER TET ERR EAE dae EE an EET Va REE Ve ved ay Evae suae ede 118 2 43 Time Based Activity Report esie iie e eene esie nin sss ii sean tates ases sas iiiad aini 120 2 44 Adjustment RE POPE i i iti certes erronee tetas E E AXE NR UTE cin e EPRR RET E ed V Y REP Ee Pen TEE AER Aa i EVO Teen 120 2 45 Void Summary RepOTFt sareni ieee oenen ees HYS YE E EEE ENE aE EATE EEE ORT AENA E EE EREA 121 2 46 HOUSE ACCOUN t enmt 122 2 47 ltem List ReDOFL is sine tede AE AEE ERT 126 2 48 Transaction Report saisisit anii ea aaa E eaaa A aaa ar iaa aaan iada aaa 126 2 49 Current Report S ote etes sese anne ada a dae FR a a AAN E aAa E RA Ea 127 2 50 Lay way Je naeio ara a Ene aioa aa eia dadana raad aa aAa aaa RAN 127 2 51 Manu ger Reports si isnteasecssenacacadeccascevesapncaseadsaaasatecsbes deasceacaaesdadvaceteasandespatananccd babagsdededeasdenecdsveassacasshe 128 2 52 Table Area Activity Summary ccscccessscessscesseceesecessscensecessscesssesseseesscesesesseesessecesecessecesssecsteceatsenses 129 2 53 BEP ndis LOG B 129 Appendix Other sys
58. a ma nw Figure 2 56 Labour cost report listed by job class 2 38 GROUP ACTIVITY REPORT Shows sales organized by groups Lists average sales and percentage of sales Visual Information Products Inc MsudTauth Himi Rapant oaran 111 Rogina Road Suite 1 Woodbridge Ontario LAL SNS wna Tat 5 264 7001 Fax SOS 647071 Visual GROUP ACTIVITY REPORT Thursday Jonny 01 2009 Monday January 26 2000 GROUP NAME ww SALES AVERAGE SALES NSALES CHART HITCHING MOSK 4 LI 100 18 PUZAS a ama 1614 n7 KIDS MENU 6 du 1067 22 DESSERTS mum 756 34 APPETIZERS 2 510 1097 124 MANE EJ 1363 35 DESSERT WINE 1 nor eco 29 RED WNE 2 107 08 EI 35 WHITE GLASS 1 ns 240 oa RED GLASS 2 am 2026 15 NOR ALCOHOUC T 5 260 18 BEER L 5x sea 20 COOLERS 1 LL 608 02 BOTTLE SERM CE 2 17000 nz MEAT TOPPINGS a i aor 0t VEGGIE TOPPNGS a im 023 02 MODIFERS 1 LL 000 00 BOTTLE SERVICE MCOE 3 am a on TOTAL i Figure 2 57 Lists sales based on the grouped items To Create a Group Activity Report 1 Click on Group Activity Report from Reports menu 2 Select the groups from the list and click on Done 3 Select a date range and press on Done MESES Visual Information Products GROUP SALES SUMMARY Group Report shows the number of items sold and sales listed by group 4 Group Sales Summary From Thursday Janu DER LEEEEEEEETEEEETEEEETETEETEEEETEEEETEEEE E GROUP SALES SUMMARY From Thursday January 01 2009 To Monday Ja
59. at Visual Information Products SENDING MESSAGES In VisualTouch messages can be sent between different users When a message is created the message will be shown when the account user logs into the system Messages are commonly used to communicate changes to menu items between staff To send a message do the following steps Log into VisualTouch Press User Functions From User Function menu press Send Message Next a popup window will appear with other employee names Just press on the employee that is to receive the message 5 Then type the message and press Send Then the other employee will receive the message the next time she he logs in AWN ES Use unctions ss ss ae ee p Switch To Another Mop Switch to Host Mode Figure 1 30 The screen is showing how the employees can exchange messages PROCESSING PAYOUTS There will be times when someone must be paid for whatever reason for example to pay the band for playing at the restaurant VisualTouch can help keep track of these payouts Creating a payout reason First a payout reason must be added Log into VisualTouch with your account Press Manager Functions Press Administration Then choose File Update Adjustment Surcharges and Payout Reasons Press Pay Out Reasons tab To add a reason press Add then enter a very short description of the reason To edit a reason select the reason from the left column with the mouse or finger if a t
60. ata If you do not perform the end of day and archive the current database you will not be able to pull up any reports from those days SETTING DEFAULT PRINTER To setup a default printer Go to Administration mode Select Reports from the menu Select Change Default Printer from the menu list A listing of printers will be displayed If there are no printers you must setup the printers in Station Configuration See Section 2 18 5 Select a printer from the list BRWNE 2 37 EMPLOYEE REPORT These reports will show information about employees Report Description Employee Information List Lists employees by id or nickname Employee Activity Summary Lists employee sales hours worked ordered by employee name Employee Sales by Category Group or Item Lists employee sales by category group or item Employee Sales Cash amp Recap Report This report shows the sales an employee made as well as the type of payment received by the employee 109 MISES Visual Information Products Employee Payroll by Working Date Shows hours worked and employee sales listed by employee Employee Time Sheet List This report shows the times worked for each selected employee the shift time in out Job Class Labour Cost Report If job classes are utilized then this report will show amount of sales listed by job class chapter 2 Administration MAKKI Visual Information Products Inc Misud
61. ation Products 4 Update Employee Hours Visual Shift 1 M ES Is Date 01 27 2009 M Employee ID 47 Employee Name Visual Visual Time In i027 Time Out I Break Time s p Break Time Hrs Total Hours Ohr41 min s Total Tip ea Figure 2 34 Screen showing the employee update settings To edit hours worked by an employee Edit the break times NOUA ULNA 2 31 INVENTORY Creating Inventory From the main menu select Process Select Edit Employee Hours See Fig 2 34 Select employee from the employee list in the left pane of the pop up form Enter date and shift number Edit the time in and time out values if necessary Press on the Save button to save current information Inventory will let you control what is in stock and allows you to add new inventory when the stock becomes too low The process to create inventory is you must first create the inventory item create a supplier and then create the invoice to receive the item Inventory items can be tracked by a profit center Therefore you must add a profit center when creating PO s and when receiving new items Inventory Groups Groups are needed to create inventory items just like groups are needed to be created for menu items chapter 2 Administration Inventory Units Creates inventory units so that items can be received based on unit For example inventory such as beer can be received based on how many bottles in a case 12 bottles
62. ave Ud wN a To display customers based on weekly schedule m Click on the scheduler Click on Weekly view button or click the panel button on the left that represents the week 3 The following screen shows the employee names and the days of the selected week Enter a schedule by clicking on the name of the employee or a white square for the date 4 Click Close N Note You can print out a weekly report formatted for a printer by clicking on the weekly report button 1 37 CUSTOMER RESERVATION Customer reservation creates a reservation for a table on a specified date and time The layout of the reservation appears like the employee scheduler with a calendar Also creating a reservation is done the same way except that there are mandatory fields that must be entered The required fields listed in red are last name primary phone number of guests arrival date arrival time and reserve location Visual Information Products Reservation Details First Name Last Name Company Name Address A City ERE State Province ZiiPostCode PimayPhone gt Secondary Phone arm Email 4 Ooo BE wwaTme a E sl Mandatory Fields Card Number E Expdate mm yy a Depertre Tine esl Reserve No location reserved Smoking fes igi ProcessedDate Canceled E Comments Figure 1 44 Screen shot showing how to add a reservation To create a reservation Go to
63. ave been added it must be saved by pressing Save Current Panel URUNA To create a tab link Select a tab button on the right side A popup window will appear Press on Change Panel button to select from a list a panel that will be displayed on screen Enter the name for this panel by entering it into the Text1 or Text2 textbox To save the changes made press on Save Tab button AWNR Tals Editor Text MAIN SS Swilches lo panel MAIN Figure 1 37 Tab editor window STOCKING ITEMS IN OUT Chapter 1 User s Guide With the program it is possible to stock items in or out completely by using Operations Module This allows management to make items unavailable for ordering at any point during daily operation To stock out a item do the following A Ww N B Clock into VisualTouch Press on Manager Functions Then press Stock In Out Item A very large yellow button will appear instructing the user to select on a panel the item to adjust stock levels Select an item on the panel Another popup window will appear giving the user an indication whether the inventory item is in stock or out of stock Press YES to stock out or NO to stock in the item Once finished adjusting the stock level press the yellow button again to exit SM Vanilla Softserve is IN STOCK Do you want to E Credit Debt Account Adjust a Card Card Payment Check WJ Figure 1 38 Screenshot showing an item being stocked out
64. ay Jammary 27 200 SHIFT Tame in TME OUT BREAK HOURS Hours 1 un 50 charm om on 37m 1 162 1851 OhOm 0h 22m 1 1635 1636 OhOm 1 1300 1630 3h 30m 1 163 1640 Ohim sua TOTAL LI Mh 3m Tuesday January 86 2086 Wray 1 a n Dham Viua 1 m co thom SUB TOTAL d 0m dm Wedeesday Jaemary 07 2003 Vimus 1 me 0400 18h 11m SUB TOTAL wom LI Thursday asmary OF 2009 Wead ma Dim 18h 32 sue TOTAL mom Tx Friday Jaseasy 09 2008 Mrs 1 1053 0800 hm SUB TOTAL wom Wem Mensy Jemmary 12 2009 ua 1 1344 oan Bh t m SUB TOTAL mom Bh tm Figure 2 54 Employee time sheet showing times worked by employee LABOUR COST REPORT Shows amount of sales per hour and the hours worked for each hour 111 Regina Road Suto 1 Woodbridge Ontario LAL ENS DEE Tat 905 254 7001 Fas 905 2647071 Mua LABOUR COST REPORT BY HOUR Theruday January 61 2009 Seeday Jascary 25 2008 oun SALES EMPLOYEE LABOUR HOURS LABOUR COSTS LABOUR SOOST S D1AM IO DDAM oan 3 O78 im oo 30 01 AM Tt 00am n 3 12 om 0000 11 DIAM T2CDFM nae 10 s w 05x T201PM 1000 om 9 920 00 1 01PM 200FM 040 10 1000 ETT amm 2 01PM 300PM a u 1205 on 0700 30IPM AO0FM man 15 14 a 1a 4 01PM 5 00Pt4 nsa 2 1823 a 1x0 501PM amp COFM 940 18 vun 14m BOP 7 0p om 16 18 00 an 140 TOIPM BCOFM 020 1s em LII 1a BMPM 9 COFTA as 19 1900 140 SUIPMOOCPM 040 n 1872 14x 3001 Ph 1t OO PR 040 18 1800 IE 1 OI FM T2 CAM 040 18 vor 1a 1201AM 1 OAM ono 16 1600 1
65. ber defaults to the table number selected on the floor map during the check creation process The table number that appears in the floor map is based on the actual restaurant table numbers In fast service mode the check table number defaults to a pre defined table number Consult the Configuration Guide for more information on setting default table numbers Check table numbers can be quickly and easily changed Use the new check button on the Summary Screen to change to another table or create a new table number not on the floor map See Figure This feature is useful when guests change tables within a user s section for customizing checks or for opening tables that do not appear on a floor map To change the table number 1 Sign into the VisualTouch System 2 Select the check to edit from the check list on the Summary screen 3 Pressonthe table number box in the summary section of the check BEEN Visual Information Products Visual UOA 4 49 48 PM 1 0 3 1 E icoss Ee Ic em 16 48 04 Bulgogi KimBop peci Halibut Late Night Huites Beverages Enter Credit Debit Account Adjust PA Cash Card Card Payment Check Wi Other Split Repeat Send fils Function Check Order Exit Ss 4 Detail screen where user can change table number 5 Enter the new table number using the on screen alphanumeric keypad Table numbers may have a maximum length of five alphanumeric characters 6 Press Done Button on the ke
66. choose Item Maintenance Choose the item and click on the Inventory settings tab Click edit and under inventory type choose matrix inventory Visual will prompt to enter matrix parameters Press Yes button Choose the number of parameters for the item Name each parameter and add details for each parameter Click on save Setup Matrix Parameter Figure 2 5 Setting parameters for a matrix inventory item MODIFIER SETTINGS To add a forced modifier to an item Uy du ONES Choose the item by highlighting it Click on Modifier Settings tab Click Edit button Put a check on Use Force Modifiers Choose the modifier group under Forced Group If multiple forced modifiers are needed then choose Multiple Group Selection Enter minimum quantity and maximum quantity Max qty is the number of modifiers the user is allowed to choose and minimum is the minimum quantity Click Save Multiple Group Selection This function will allow the item to be modified by several modifiers chapter 2 Administration To create multiple group modifiers Create at least two modifier groups These groups will be used in the selection Go to item maintenance Choose the item that you wish to add mods to Click on the modifier settings tab Click edit button Check off use force modifiers From the drop down box for forced group click on multiple group selection In the pop up box choose the modifier groups that w
67. d To Make a Payment Using a Debit Card m Open the check that the payment is being applied to 2 Presson the Debit Card button if this button is not among the default buttons select it from the Other Functions list 3 Enter the amount to be paid using the on screen numeric key pad or press Done 4 Enterthe tip amount if system has been setup to accept tips Press Done button To make a credit card payment 1 Open the check that the payment is to be applied to 2 Presson the Credit Card button if this button is not among the default buttons select it from the Other Functions list 3 Enter the credit card number and expiry date if the system has been set up to capture the credit card information 4 Enterthe amount to be paid using the on screen numeric key pad 5 Ifthe system has been set up for on line credit card authorization authorization process will be initiated immediately 6 After authorization has been received finalize the payment by pressing on the credit card payment not finalized finalized item on the check This will allow the user to enter a total amount including tip if applicable to charged to the card holder s account Chapter 1 User s Guide To make a house account payment a Open the check that the payment is being applied to Press on the Account Payment button if this button is not among the default function buttons select it from the Other Functions list Enter the account number
68. d The panel will now appear on screen and can be edited To add a menu group of buttons to the panel 1 Press Add a Group of Buttons 2 Alist of the menu groups will appear prompting to select a group to add to the panel 3 Select a group and notice that the items will populate as many grey spaces as needed If there are more menu items in the menu group than grey spaces available on the panel a popup window will appear prompting the user to create a second panel Visual then adds the remaining menu items to the second panel To add a single specific menu item to the panel 1 Presson any grey space or square on the panel screen 2 Press Select Menu Item button 3 A list containing all existing groups will appear Press on the group that the specific menu item is in 4 Another list will appear containing the menu items of the menu group just selected Press on the specific menu item desired from this list 5 The list window will close bringing the user to the main panel editor window The user now must save the changes to make any changes permanent Press Save button to finalize adding the new item button Chapter 1 User s Guide PANEL EDITOR Current Panel MAINMENU Squash Bisque Wedge Salmon Salad Trio Current NO ITEM SELECTED Emu NN B rm Goat Cheese Salad Rentals amp Services Hitching Kiosk Caesar Salad Beverages amp Beer Bottle Service Open in iik ome
69. d and the percentage of total sales ile Visual Information Products STOCK RECEIVE REPORT This lists the matrix items that have been purchased the item amounts and the costs of the items To create a Stock Receive report for matrix items Fs Click on Stock Receive Report from Matrix Inventory Report 2 Select an option to order reports with You may choose order by date invoice group or item type 3 Select a group of items from the list and click on Done 4 Select a date range and click on Done Visual Information Products Inc MisualTauch Hird Report omas 111 Regina Road Suite 1 Woodbridge Ontario LAL ENS 3247 Tat 305 264 7001 Fas 905 264 7071 Visual MATRIX STOCK RECEIVING REPORT BY INVOICE NO Thursday Jaseary 01 2005 Wednesday January 21 2009 DATE SUPPLIER NV CODE INV DESC ITEM CODE ITEM DESC QTY UNIT COST COST VALUE 1 Re 1 Gars Fusti AFSDIOI SAUCEMEATBALL 3 1000 3000 Bars Fusili AFIDON PASTAMEATBALL 3 1000 aw ers Fusiti AFSOXOY MOZIERALLAMEATBALL 3 1000 30 00 sva TOTAL s 30 00 GRAND TOTAL 9 040 Figure 2 47 Matrix stock receiving report chapter 2 Administration 2 36 REPORTS Reports can be generated to display a wide variety of information to the user Some reports may be shown when the End of Day summary is performed Others will only be available after you archive the day Note Reports with the exception for Current Reports can only be performed on archived d
70. d should be tested Log out and try logging in with the new card Note If the card does not clock in automatically it must be reinitialized or there is a configuration issue with the card itself Contact Visual support on proper configuration settings Manager Function Figure 1 38 Initializing magnetic card through manager functions PRINTING EMPLOYEE SIGN OUT REPORTS VisualTouch allows users employees to print sign out reports summarizing their daily activities This is a feature that can be used if required by the employer To print out an Employee Sign Out Report eS Press Manager Functions Then press Print Employee Sign Out Report The next screen to appear will have an employee list At this point press on the employee that requires a sign out report If the employee has not signed out then enter their sign out time The Employee Sign Out Report will be generated and will appear on the screen If you receive a message that the sign out report can t be generated because of open checks you must close the checks listed by that employee See Figure 1 40 Chapter 1 User s Guide 6 Press Print to print it on the receipt printer Manager Function Figure 1 39 Screen showing how to print Employee Sign Out Report LIST OPEN CHECKS CHECK NO OWNER 19311 Seth 10312 Beth 10313 Beth 10314 Beth Figure 1 40 Screen showing the open checks the user must close before a sign out report can be generated
71. day process will be terminated To Perform the End of Day ps w Click on Perform End of Day from Process menu If there are employees that have not signed out click on the employee and enter their sign out times Click on Done Choose the report options you wish to be on the End of Day report Click on Done The report will be displayed in HTML format if you have a printer that supports html You can save the report to disk or print out the report Press the Exit button At this point the program will ask you if you wish to move the current data into the archive Click on Yes to continue Administration The End of Day process is about to archive the days transactions When archiving the day s checks are moved to a long term storage area 4n End of Day archive should be done daily to maintain Fast system performace PLEASE MOTE THAT THIS PROCESS WILL CALISE ALL STATIONS TO STOP OPERATION LINTIL PROCESS IS COMPLETE Do you want to continue this operation Yes No Figure 2 31 Window prompting user to archive data 2 28 DEPOSIT CREDIT CARD This action will deposit credit card transactions You must have credit authorization setup through Interpay in order to perform this activity Credit cards can be deposited any time the user wishes but ideally you should deposit credit cards within a week because of the time frame allowed by banks to deposit credit card information To Deposit a Credit Card NS Click on Proc
72. e finished AUNAR 2 35 INVENTORY REPORTS CONSUMPTION REPORT This report displays the cost of the inventory items that have been taken from inventory organized by group To create a consumption report 1 Click on Consumption Report from inventory menu 2 Select the groups from the list 3 Select a date range and click on Done STOCK VALUE REPORT This report displays the value of inventory items organized by group items To Create a Stock Value Report 1 Click on Stock Value Report from the Inventory menu chapter 2 Administration 2 Choose the groups and click on Done STOCK VALUE SUMMARY For Wedn Print Page Setup Print Save As Barcode STOCK VALUE SUMMARY Wednesday January 21 2009 IProfitCentre ITEM CODE DESCRIPTION UNIT UNIT COST QTY ON HAND ITEM VALUE AA HITCHING KIOSK Q Italian Sausage UNIT 0 00 0 0000 0 00 QA Italian Sausage UNIT 020 31 0000 620 Q 3 Italian Sausage UNIT 100 5 0000 500 aal Lettuce unit 0 00 0 0000 000 aal Lettuce unit 0 20 46 0000 920 aal Lettuce unit 075 50 0000 37 50 QA Panini UNIT 000 20 0000 0 00 QAO Panini UNIT 275 0 0000 0 00 Quo Panini UNIT 0 00 0 0000 000 SUB TOTAL 57 90 AB BEER ABI Corona 1 300 0 0000 0 00 ABI Corona 1 300 0 0000 0 00 ABI Corona 1 2400 9 0000 216 00 QAMI Domestic Beer UNIT 250 0 0000 000 QAMI Domestic Beer UNIT 250 0 0000 0 00 QAMI Dornestic Beer UNIT 300 30000 900 ABA Greek UNIT 0 00 2 0000 0 00 AB4 Greek
73. e on the restaurant map or by using the Quick or New button Once in the check press the Other Functions 3 Once the popup window called Select a Function appears scroll down using the arrow buttons and select the option Change Button Function N Visual Information Products Figure 1 12 Screen allowing function button selection 4 After selecting the Change Button Function the next window which appears will have a yellow box with the message explaining the user that she he must press the button which is going to be replaced 5 Once the new function has been selected from the list the grey function button will change the title accordingly and it will continue to appear in its selected position until it is changed again The old button function is always available from the Other Functions menu Appetizers Soup amp Salad Brunch Main Entr es Sandwiches Pizza Pasta Beverages Beer Wine Liquor Liqueurs Cocktails Enter Credit Debit Account Adjust Shooters Cash Card Card Payment Check Desserts amp Sp Coffee Other Spit Repeat Print Send Function Check Order Bil MENS Figure 1 13 Screen allowing to change the function button 1 28 OTHER FUNCTIONS Chapter 1 User s Guide These functions are available to add more functionality to the user buttons The user function buttons can be changed to display other f
74. e price of the items e User Functions The functions that can be performed on the current check The top row of function buttons will allow the user to enter a payment for the check The user function buttons can be can be changed to display any of the other function buttons Note When the check area has items colored in green and red this means that the items can still be modified Items amounts can be changed by clicking on the green and red areas which adds or subtracts amounts respectively Clicking on the grey area beside an item can also change the amount The items in the check will change to blue when the order is sent and at this point the items can only be voided 1 11 CREATING A NEW CHECK By default the guest count on a new check is automatically set to one 1 guest The system can be configured to prompt the user for the number of guests when a new check is created Consult the Configuration Guide for more information about setting the default guest number To change the number of guest of a check 1 Touch the check header area with the current guest number Chapter 1 User s Guide 2 Usethe on screen keypad to enter the required number of guest and press done Enter Number of Guest ERAS S el von os oe Figure 1 6 Screen allowing user to enter number of guests 1 12 CHANGING TABLE NUMBERS Table numbers are automatically assigned upon creation of a new check In fine dining mode the check table num
75. e tax table will only take into effect when the day rolls over DO NOT change taxes until all the days transactions have been performed x Table Maintenance mi FOOD HST E2 HSI Figure 2 17 Shows tax table settings Example of taxes Tax in Ontario e FOOD HST 8 if item cost is under 4 the 5 will discounted e FOOD HST 13 if the item price is above 4 then 13 is applied e HST 13 is applied to all other items including bar items chapter 2 Administration Note Compound taxes are used primarily in Quebec where taxes are doubled To Add a Tax Item Click on add button Enter the rate of the tax and the minimum and maximum amount that this tax will be applied to Check off the items that will have this tax applied under Applied to what item types If compound taxes are used check off tax items under compounded on Click on save OTS Ww o 2 10 ITEM TYPES Item types are what Visual uses to apply taxes to the items By default Visual creates three types of item types FOOD BAR and RETAIL To create a new item type Go to Administration and select File Type gt Item Types Press the Edit button Enter an item type in an empty text Press Done AUNAR Item Type Mapping Items that have a tax will get a different tax applied if more than a specific amount of the item is purchased As an example in a bakery taxes won t be applied to an item if they purchase less than six bun items H
76. e user to attach a message using the pop up keyboard to an order being sent to the preparation areas This unique and useful feature allows for special requests to be made where no button currently exists Memos are not printed on the customer s bill Chapter 1 User s Guide The Memo Button from Detail screen Note Memos are for sending messages only they should not be used for adding modifiers that affect inventory tracking Memo item which is associated with Memo button can be configured through Item Maintenance utility in Administration module To create memo item user just has to leave Item Description field blank 1 26 REPEAT ORDER This function allows the user to quickly order any of the items on the existing check To repeat an order Fs Open the check to order items 2 Presson the Repeat Order button If the Repeat Order function is not among the default function buttons select it form the Other Functions list 3 Pressonthe items that are to be repeated 4 Presson the yellow field with the message at the bottom of the screen to order the selected items 1 27 RECONFIGURING FUNCTION BUTTONS The function buttons displayed while in a check grey buttons below the check item list can be readily customized This is accomplished by substituting the existing keys for any of the functions listed under the Other Functions button Here are the steps to accomplish this 1 Create a new check by selecting a tabl
77. eate an Item Preference Report 1 Click on Item Preference Report from the reports menu 2 Select order by group or category chapter 2 Administration ihly 3 lfselecting by group then choose the groups or select by category Press on Done 4 Select the date range and click on Done 2 40 PROFIT CENTRE SALES SUMMARY This report shows sales listed by profit centre Note that you must set up profit center tracking in the system to show this specific report To create a profit centre summary report Click on profit centre sales summary Choose the profit centers to be shown in the report and click on Done Select the date range and click on Done Select the report options and click on OK A WNA 111 Rayna Road Sub foadbridge Ortam LAL BME 170134 Tet 905 264 7001 Fas 5 264 7071 PROFIT CENTRE SALES REPORT PROFIT CENTRE BAR Tisersday January 7 2049 Meodoy Jamwary 26 2009 En TAX COLLECTED NON SALES ITEMTYPES NerSales RART roce cian Total Salos L1 med GFT CERT ncn DON Tetal Taxes ma Non Sales so Mer Cash 91543 SabeneGC 6642 awa loss Product Discosst ono Sales GC 006 42 COLLECTABLE COST OF SALES AVERAGE TICKET Mat Salas WOE 42 Cou Cf Products Sold HOD Chacko No 18 Taxus 105 01 Profi Mange 1000 Checks tag soan WET SALES TAXES BN Confiesa NET SALES TAXES GIET CERTIFICATES Mansi Loca Han Product Discount 000 Modffers TOTAL COLLECTABLE san OP Figure 2 60
78. ed group modifiers adding the item to inventory or creating toppings for pizzas ITEM SETTINGS There are five ways that an item can be setup e Items can be setup as the normal menu items e Modifiers follow an item to wherever it is printed e Timed items are items that are priced based on the length of time purchased e Pizza items have a points system to be used in topping choices e Package items are used when items are purchased as a package along with other items To Create an Item 1 Choose the group that the item will belong to and click on New Item 2 Choose a unique item code and click Done 3 Check off the item setting to choose whether this item will be an item modifier timed pizza or package item 4 Enter the primary description secondary description is optional 5 Enter price for the item under unit price If the item is an open price item check off open price 6 Choose whether the item uses a prep sequence If no prep sequence is required choose none 7 Puta check mark next to the area where the chits will be printed to under prep area Visual Information Products 10 11 Using the pull down menu choose the item type that will apply the appropriate taxes to the item under Item Type Put a check on Available if you want the item available for purchase Optional settings are weighted item if the item should be weighed reward point value if item is used for house accou
79. elect All Groups in the List Select All Items in the List Process D Figure 2 12 Screen showing how to adjust prices 2 6 PROMOTIONAL QUANTITY DISCOUNT This feature allows items to be discounted when a predefined number of items are sold 4 Promotional Quantity Discount Promotional Quantity Discount Selected Item s For Discount 2FOR1 1 prmo discount SA 2 RETAIL 10 15 08 10 31 08 BLK SCORPION EARRINGS Discount Name Reason No of items required Discount Amount Discount Subtotal Applied to Discount Date Range From a Description Cancel d QD Add Item To List Search For Item Item Code Visual Information Products Figure 2 13 Screen showing how to edit a promotional quantity discount To create a Promotional Quantity Discount Enter Discount Name Enter the reason for the discount Enter the number of items Enter the dollar amount that will be discounted Enter the date when the discount will take into effect Enter the items that are going to be used with this discount Enter the item code and click on Add Item To List Alternatively click on Search for Item and enter the name of the item 7 Click Save amp t amp to N Hh 2 7 ITEM SIZES CLASSES MATRIX This function allows items to have different sizes For example an item such as a t shirt can have a different size or color Currently this is available only in Vers
80. ent types Consult the administration module on line help for help on how to setup a predefined discount To apply a Predefined Discount adjustment bs Open the check that an adjustment is to be applied to 2 Presson the Adjust Check button if this button is not among the default buttons select it from the Other Functions list 3 Presson the Predefined Discount tab 4 Select from the predefined discount list what discount to apply 1 23 SPLITTING A CHECK Items in a check can be split among several guests There must be more than one guest in a check in order to split the check By splitting a check you enable a bill to be printed for each guest View all items in the check by clicking the All button located beside check summary To view items for a particular guest click on the guest number to the right of the item summary Clicking on the guest number displays their total amount including taxes hd TABLE Veal Schnitzel Pork Loin Chicken 2006 Red EC 2007 Pinot Grigio Premium Beer English Trifle Sorbets Figure 1 10 Guest seat numbers To split a check ps Open a check or create a new check by adding menu items to the check 2 Click on Split Check button If there is no split check button shown then choose the button under the Other Functions 3 Transfer items from the item list in Guest1 Total by clicking on the item and then clicking on another guest panel The highlighted item will appear blac
81. eports detailing the VIP members activities in respect to purchases To print optional reports for a member Add member tag to the check Press the VIP member tag Select the Optional Rpts option in the pop up window Select the report you wish to print Press Done button Print the report and exit the screen MH BRWNR Please select VIP member tag action me fs pe foo sin Apts Figure 1 28 VIP member tag options Chapter 1 User s Guide 1 33 USER FUNCTIONS EXPORT SALES MIX The Export Sales Mix is a data export tool It exports sales information into a file under Visual Data called vip out This file is in comma delimited format and can be imported into third party accounting software This function is found under User Functions in the Operations Module All that has to be done is to simply press Export Sales Mix to produce the file WEIGHTED FORMAT BAR CODES Using weighted format barcodes means that a barcode scan gun is going to be used to read predefined barcode labels with a price value based on the weight of the item This type of function is ideal for a deli or meat shop To enable this feature First find out what type of barcodes will be used Log into VisualTouch Press Manager Function Then press General Configuration In General Configuration there is a setting called Bar Code Format Type the barcode format for the labels here Exit General Configuration Press User Functions
82. epperoni BAS tom eel Green Peppars teo Tomrtoer 663 Pineapple SUB TOTAL GRAND TOTAL SALES PREFERENCE REPORT BY CATEGORY Thursday Jaaeary 01 2005 Tewsday Jasaary 20 2003 ory SALES VALUE COST VALUE 1 1300 on 1500 o0 m oo 1 10 00 on 1 sm om 1 80 aw 2 1500 o0 4 68 00 om 1 no om 4 80 00 om 2 BO om 1 om 00 0 om om on o0 10 om 1 10 on 1 10 on n mw i n mm e Figure 2 42 Sales preference report by category ITEM PROFITABILITY REPORT This profit report shows the cost of each inventory item used in an item as a percentage of the price sold for the item PROFITABILITY Ri Tel 205 254 7001 Fae 05 254 7071 111 Regina Road Sute 1 Woodbridge Ontara LAL BNS ITEM PROFITABILITY REPORT DESCRIPTION ory USED malian Sausage Lattuta 10000 urit TOTAL cost Chickon Fingers Chicken Boast 20000 UMT TOTAL cost Caesar Salad T Albena Beet IT Veal Schnitzel TOTAL COST Domestic Boer qhCosGa DX PRICE 040 15 a 2440 2040 mos 0200 0 2080 Figure 2 43 Item profitability report To Display the Profitability Report 1 Click on Item Profitability Report from Inventory 2 Select the groups from the list 3 Click on Done 105 ile Visual Information Products MATRIX INVENTORY REPORT Stock Value Report This report lists the matrix items sales of the items costs of the items organized by matrix item 3 Stock Value Report STOCK VALUE REPORT
83. er for the price to change Enter a number for unit price 8 Click on done amp amp wN HR N Use Item Discount Choosing this adjustment automatically applies the discount for the item You must create an item discount in Discounts and Surcharges to use this type of adjustment chapter 2 Administration 2 3 EMPLOYEE The purpose of this module is to create or edit employee data There are different levels that employees can have giving the user permissions to do certain functions User Type User Level Description Administrator 1 This user has permission to access every function in the application Only an administrator can create another manager Manager 2 This user can do most functions such as processing end of day adding employees changing menu items etc However they may not be able to view sensitive reports Supervisor 3 This user can view all current transactions and remove payments and adjustments However they cannot access the administration to make changes to the system or perform the end of day Clerk 4 Has the least amount of permissions of all users Can only create checks and enter payments To add an employee p Click Add button 2 Enter ID and nickname A password is only required for users set higher than a manager All other information is optional 3 Change privileges for the employee in the Security amp Job Class tab 4 Click Save To register a fingerprint
84. erface r Show Item On KDS Immediately KDS Version KDS Exchange Folder Requisition Inventory Transfer Setting Source Profit Centre Figure 2 20 Prep Area settings screen 2 17 GIFT CERTIFICATE SETTINGS The settings for gift certificates can determine how gift certificates will be used You can use a premade magnetic card to be used as a gift certificate Using a G C card format you can specify that the card will be used only for gift certificates chapter 2 Administration Note If setting up a magnetic card to be used as a gift certificate the code printed on the card must be no larger than 20 characters To Setup a G C Format Go to General Configuration Other settings Press on Press this Buttonto Gift Certificate Settings Select the G C Card Format and swipe the magnetic card through the swipe card reader Replace the gift card number with nnnnnn Example if gift card format is VISUALGC 10002 then enter VISUALGC nnnnn as the mask 5 Click on Done AWNR GiftCard Settings and Descriptions G C Settings Description Enforce Gift Certificate Expiry Makes G Cs expire no longer an option Allow Gift Certificate Refund Gift Certificate amount can be refunded Allow Gift Certificate Tip Tips can be taken from G C card Allow Gift Certificate Refill G C s can be refilled with more credit Update Gift Certificate Settings Gift Certificate Settings Enforce Gift Certificate Expiry All
85. ess Credit Card from the Process menu Choose a day that you want to deposit credit cards If there are deposits for the day then the system will prompt the user to choose Yes or No to make the deposit Hem Visual Information Products 4 Click on Yes REQUEST HOST BALANCE If InterPay is setup with credit cards then you can use this feature to tell if there are discrepancies between the host Interpay and the terminal Visual Basically a difference will indicate that there is an amount not taken into account by InterPay or Visual usually due to payment processes ELECTRONIC DRAFT CAPTURE This option is used to view credit card transactions pending deposit It s also used to manually add or refund credit card transactions See Figure 2 32 Electronic Data Capture a ae a cc TTA 03 11 113 00 5 00 118 00 FLRLMT 1 ES 09 28 10161 is C Ascending int ies Sort By Date ze Descending Figure 2 32 This screen allows user to correct credit card transactions manually To manually add credit card transaction W 049m Rt NH Select Electronic Draft Capture from the main menu Located under Process menu Press on the Add button Enter the transaction authorization code if available Enter the credit card number Enter card expiry date Enter transaction amount Enter tip if applicable Enter transaction date and time If cardholder account is to be credited with the total amount put a check mark in the
86. et ENY c 87 223 TIME Wo s leloloit eH D 87 224 Update TIDOUE FICS REE 89 2 25 SMS Alert CONfIQUIAtION ccccccccceesssssccccessecsssseecccssesnscseecsessesssaseessesenessseseseeceeeasseescesseetaaseseseesees 89 2 26 Barcode Label Designer erectio oae repeat koe labved vealtaadeeriale obisedeoerectieVedeledeeesdoostns 90 2 27 Perform End of Day ite rie FE ee dene Feed apex ken reda en Re dae aeo ba a Fo eM RE Ve A EREE 92 2 28 Deposit Credit COME erre rti en aae Re ero e ru ie a RUE e Ve eaae pere euge Urtr e enean 93 2 29 Restore Archive Data t or rite reine Ee ved nime ee dud dde o a paie Een rl ed HET 95 2 30 Edit Employee HOUS overnet E etr ere Eo eR n vex eene EE un EY EY VI ev Re eR UR a eens 95 PACHUCA oa ERE EEEME 96 2 32 Purchase Orders iui ee ee parra n datei n etae EEE ELAO eure ge dene Vina eR cado va na caua LUV A tains 99 2 33 Receiving Stock Items in ptas desee tera Tode Aa DERE SR SE E ERE EPR SFR RER C Ey OR FRE RN TE EPA eed E GRAY Te SET aE 99 2 34 Stock Level ocn nc EIRE 101 2 35 Inventory Reports d eeasessx eese eese yu e EVER e BWTRS EVRNN TES EO NER ea saan ates civansdcosnesetectocdalecedvacsecenesesoese 102 2 FO RED OMS cacti P T A A EE E T AE E A A 109 2 37 Employee Report arrose a E E aE aE EE Ea E E E aE E 109 2 38 Group Activity Report sssrini eniai apa re EE E aaa
87. fy new panels To link a tab button to an existing panel Press on one of the fifteen tab buttons Press on the Change Panel button on the pop up screen Select from the pop up list the panel that the tab is to display Press on the Change Label button to change the text on the tab button Press on the Save Tab to save current tab settings Uy d OU NI IES Here are eight main functions on the panel editor screen e Switch to Another Panel function is used to switch from one existing panel to another e Create a New Panel is used to create a new panel When selected the user is prompted to enter a name for the new panel The panel name can be up to 10 characters No two panels can have the same name After a name has been entered for the new panel the panel buttons section of Chapter 1 User s Guide the screen will set to a blank set of 50 grids which is used to hold the panel buttons to be created e Set Panel as Default will set the currently displayed panel as the default panel This means any time a user opens a check this will be the first panel to be displayed e Add AGroup of Buttons is used to add a group of buttons to the currently displayed panel When selected the user is prompted to select from item groups for which the panel buttons are being created for After an item group is selected buttons are created for each item in the group If a single item button needs to be created do the following e Start Moving Buttons
88. gs tab 3 Under Employee Scheduling Settings place a check on Use Employee Scheduler 4 Enter a roll up down time and grace period 5 Press the Done button Changing the Closing Time Go to General Configurations Choose General Settings tab Enter a closing time Press Done button AWNE as Visual Information Products PREP AREA SETTINGS These settings determine where menu items will be printed if the items are setup to use prep areas Area name is the name of the location of the printer Printer is the number of the printer setup at this station Optional settings are e Prep slot will be shown on the chit e Displays prep slot e Order summary displays number of orders e Summary by prep slot shows summary based on the prep slot e Print summary only will show the summary Configuring Prep Area Settings Go to General Configurations Choose the General Settings tab Press the button that says Click here to setup Prep Area KDS Requisition Settings Enter an Area Name select the printer and optional info on the printed chits Press Done button UU BRWNR Prep Area and KDS Settings Prep Area KDS Definition z LI gt 3 s i Sum By Print Sum KDS Prep Slot nly E uw 5 le RECEIPT HOT COLD BAR COFFEE Jt x 6 uli xv a 4 anazaa nnana TEREN oe ke iyi m mw i WI fo P B a g z r B La TERENE dd 4 Ree z Enable KDS Int
89. h to cancel click on cancel requisition Visual Information Products CHAPTER 2 ADMINISTRATION The tasks that a manager can perform can be found in the administration mode of the program In this section of the program you will be able to perform tasks such as editing employee information updating menu items inventory maintenance printing reports and much more To enter the administration module you must have manager permissions Enter the module by clicking on manager functions and then Administration button 2 1 CREATING MENU ITEMS Organizing menu items are done in such a way as to make editing items easier as well as to apply the appropriate taxes to the items Items are organized by hierarchy menu items belong to groups and groups belong to categories Making a menu item belong to a group allows a function to be performed on the group rather than a single item therefore greatly reducing the time to edit item information Category Food Group Appetizer Group Desserts Item Caesar Salad Item Sorbet CATEGORY Categories are the broadest group that you can create and is used to define a group s characteristics For example a group called sandwiches will belong to the category called food or an exported beer will belong to a category called beer It is good practice to create as many categories as you can to show the breakdown in reports The most number of categories you can create are ten GROUPS Group
90. he creation of a barcode label format To Create a Barcode Label format 1 2 3 4 5 6 Choose the print options to define how many labels will be printed on a page Enter a number for Click on Barcode Label Designer button Put a barcode on the page by clicking on Create Barcode button Select Maximun BarCode Length s elect v Close Choose the barcode length Click on horizontal length or vertical length buttons to add text to the barcode Item Code Item Name Text Alignment Center Left Right Item Desc Item Price Company Name Comapny Address Cancel Font Arial Narrow Apply Choose a label from the list and click on Apply number of rows and a number for number of columns Click on Apply Visual Information Products Print Option Recommended Number of Spacina Inch Rows Cols x Y E go gu Starting Position Margin Inch For First Page Left for S ES 0 top for 7 Click on Save button Choose a location on the hard drive enter a filename and click on Save To Print Barcode Labels From Invoice 1 Click on Receiving Stock Items from Inventory menu 2 If there are no invoices for the items then create a new invoice by clicking on New Invoice 3 Enter the items that are being received and for BarCode Qty enter the number of barcodes you wish to print 4 Click on BarCode button 5 Choose the
91. ill be the selections Optional Enter minimum number to allow the lowest amount of choices and maximum for the most choices that a user can have 10 Click on done WANAMAWNHE Forced Gro MODIFIERS Figure 2 6 Screen allowing more than one pop up modifier to be added to an item Forced Panel A forced panel will display a panel on the screen when the item is chosen To use a forced panel you must create a panel with the modifiers on it To use a forced panel Go to item maintenance Choose the item that you want to add a forced panel to Click edit button Click on the modifier settings tab Check off use forced panel Choose the panel from the drop down box Click on save button NOU S WN ha SR Visual Information Products ADJUSTMENT SETTINGS Zone Pricing This feature changes an items price during a set time of day See configuration section 2 23 on how to setup a time zone Quantity Pricing This feature allows an items price to change based on the amount purchased Quantity Pricing for Italian Sausage Quantity Breaks Figure 2 7 Screen showing how quantity breaks are configured To set an item to use quantity pricing Go to item maintenance Choose the item and click on edit Click on adjustment settings tab Check off Uses Qty Pricing Click on update qty pricing button Enter a number for Quantity Breaks This number is the amount of units needed to purchase in ord
92. ime zones Otherwise the first time zone will be used and not the second To create a time zone MW RWNR Go to configuration in administration Click on time zones Click on add button Name a time zone and the time when the item price will change Click on save 4 Time Zone Update Zone Name Beginning Time 15 00 Ending Time n 8 00 I E 2 gako Figure 2 26 Screen allowing user to add edit time zones To create a time zone for an item Sy Wr dx Mr IN TES Go to item maintenance Choose the item that you want the time zone applied to and click edit button Click on the adjustment settings tab and check off use zone pricing Click on yes on the pop up box to define time zone settings Choose the time zone by clicking on the zone Click on a space for the day you want the price to change and enter a cost amount To choose every day to apply the price enter the cost under the default Click on done JM Update Zone Price DER ZONE DEFAULT MON TUE Happy Hour 5 Delete All Delete Item Cancel Done chapter 2 Administration Fa Figure 2 27 Updating an item with a time zone Note Enter the price and also the day of week that you want the item s price to change If you want the item s price to change for everyday of the week enter the amount under default 2 24 UPDATE TIPOUT FILE A tip out is a tip that can be paid out to an employee based on sales made You
93. in a case Formula is Conversion Unit Inventory Unit Conversion Rate Therefore in the beer example Case case 12 Inventory Types There are six types of inventory that can be created for an item countdown recipe both simple inventory matrix inventory and serialized inventory Inventory Description Countdown A number displays on the panel button for the item indicating the value in stock The number decreases every time the panel button is pressed Recipe A recipe comprises of a portion of an inventory item Recipes are commonly used when setting up liquor items that need to pull inventory from stock Both Combines the methods countdown and recipe into one Simple Inventory Creates an inventory item Matrix Inventory Creates an inventory item whereby there can be multiple inventory items for a single menu item Commonly used when setting up retail items like shirts or shoes Serialized Inventory Creates a serial inventory that allows the item to be tracked be serial number To Create an Inventory Group Click on Inventory Groups from Inventory menu Click on Add button Enter a Group Code Enter a description for the group Click on Save OH e w i BEES Visual Information Products To Create an Inventory Item Click on Stock Item Maintenance Click the Add button Enter a unique Item Code Enter a description for the item Choose an inventory group Click on the Inventory Detail tab Enter
94. in the wait list Total guests is the total number of guests Longest time is the longest time in minutes that a guest has been on the wait list GUEST SUMMARY Type R stands for reservation W stands for waitlist Time is the time when the reservation was made Guest name is the name of the guest Hi Guests is the number of guests for this reservation Smoking designates a smoking or non smoking section Table s is the table number that has been reserved Timer is the number in seconds when the customer was put onto reservation or waitlist GUEST FUNCTION BUTTONS View Status displays which guests have been seated to a table View Guest displays the guest number assigned to a table View Table displays the table numbers Edit Reservation List will let a reservation to be edited Edit Wait List allows the waiting list to be edited Print list prints the reservation list Map Editor will open the map editor to edit the floor map Exit Hostess Mode exits from the host mode and into normal mode To switch to Hostess Mode 1 2 Press on User Functions button Press Switch to Host Mode To create a new reservation in host mode T zt 3 Click on new reservation button Enter the customer s information Fields in red must be entered Click save amp exit The reservation will be saved and displayed in the guest summary To put a customer on the wait list RUNIK Click on new waiting list Enter the first and
95. inistration module of the system Note Manager functions are available only to users with manager permissions Visual Information Products I i I i i d ne e CDe o dp o Figure 1 18 Manager Functions STOCK IN OUT ITEMS Stock in out items allows the user to stock out items if they are unavailable This feature is used when an item becomes unavailable and needs to be removed from the menu list To Stock an Item Out 1 Click on Stock In Out Items 2 Click on a menu item and click YES to stock out the item 3 Click on the yellow button on the left when you are done GENERAL CONFIGURATIONS General configurations are the settings that are applied to all the terminal stations Most settings here do not need to be changed when the system is installed However there are instances when you will need to change how the bill prints out or where orders are printed These configurations will be explained later in the administration section Station Configurations are properties that only apply to the local computer INITIALIZE MAGNETIC CARD Initialize magnetic card feature assigns the access card to an employee to use when they sign in To Assign a Swipe Card 1 Click Initialize Magnetic Card from manager functions 2 Choose an employee from the list of employees by clicking on their name 3 Swipe a magnetic card through the swipe card reader Chapter 1 User s Guide ASSIGN CASH
96. ion 2 In Version 3 these settings are used when setting up a pizza item Update Classes Sizes Matrix Price Inventory Oty Coeff Figure 2 14 The sizes screen for creating different sizes To create different sizes for items Create a class name under item classes Go to item sizes and enter the sizes for the item Enter the price for each size Enter the Inventory Qty Coefficient This number represents the amount that gets deducted from the inventory Under Item Maintenance chose the group and the item Click Item Class Sizes tab Choose whether the item uses sizes or class Enter the price for each size and the inventory quantity Click on save P WON PS 900MX49m un chapter 2 Administration 4 Item Maintenance Selection Group T Inventory Modifier Adjustment NONGROUP MEMEA 2Monte Caro purple Mem Settings Settings Settings Settings PIERCING PROC Destiny black with wings NEEDLES _ destiny necklace Item Uses HYPE ENERGY Destiny white with wings TATTOO REMO Dita rhinstone locks and SILVEX Elivis POTLUCK PARI Faith Black HOUSE OF THE justin mens black gator CHRISTIAN AUC justin mens pewter belt BELTS THAT RC Madona blue smoke topaz METAL MAFIA Madona jet black grey sto TATTOO Madonna silver BLOODLINE DE Monte Carlo CHRISTIAN BEL Oval Cross VINTAGE WEAF SQR Cross Class Name NJ NIN NNN NNN N ie o E
97. ishment This is ideal for restaurants that require knowledge of the tables being served Visual Information Products Visio Figure 1 21 Screen layout in Floor Map Mode SWAP SCREEN ALSO KNOWN AS TOGGLED DISPLAY There is a button on the User Functions menu to swap screens All this does is reverses the map of the restaurant and the check list screen and vice versa This function is a convenience for left handed or right handed individuals i 1 28 93 I inti lit E Hn ri 100 own One mrt Ados ors Con tmm Om e Figure 1 22 This figure shows different layouts of check list for user convenience Chapter 1 User s Guide To setup fast service mode the user must Log into VisualTouch Press on Manager Functions Then press Station Configuration Select General Settings tab In General Settings tab there is an option called Fast Service Mode Place a check mark in a small check box SURUONHRM Station Configuration General Settings Pied nem Communication Dire Setings Seins cnet Deka riesen Inactivity Time Qut n ClockSyncStation pannyLAPTOP O Data Source Station DANNYLAPTOP Path Vissa baa 00000000000 Backup Station DANNYLAPTOP Path D Top Line Text Welcome to Change Display Time Bottom Line Text fisuaTouchPOS Print Zero Priced Items on Bill Use Html Report Default Guest
98. its Electronic Scale Response Preamble Ascii Standard Bar Code Preamble Ascii NM INN Open Cocktail Item Print Credit Note Slips Use Seat Numbers Use Inventory Use Average Cost Print Transaction Number on Receipt Bottom Print Transaction Number Barcode on Heceipt HU ESEU I EE DU USI On Screen Item Fonts Font Name Size Primary Item Description Font Arial z 8 z Secondary Item Description Font Atal z IE z Figure 2 19 Screen showing the General Configuration General Configuration Tabs and Descriptions General Configurations General Settings Credit Card Settings Explanation Settings that determine appearance of bills such as primary and secondary description barcode format day end time etc Settings for credit card limits Interpay settings chapter 2 Administration DataSource Settings Settings for local amp remote database gift certificates that use remote server disconnected mode set here Room Service Settings Settings to use room service software Profit Centre Settings Profit centers are enabled here Setting an Auto Gratuity Go to General Configurations Choose Other Settings tab Under Gratuity Settings place a check on Auto Charge Gratuity Enter number of guest to apply the gratuity Choose the gratuity type under Gratuity Type to Apply Press the Done button DAuUpAWNE Using the employee scheduler 1 Goto General Configurations 2 Choose Other Settin
99. k 4 Click on done SPLITTING ITEMS IN A CHECK Items in a check can be split several times and be shared between several guests To split items in a check Select the item in the check and press Split Check Click on the grey box beside the item for quantity Enter the amount of times that the item will be split by Click on Done Click on the split item to highlight Click on a guest number to transfer the item Click on done to finish transferring items Du AWNH Visual Information Products 5 35 ze Smooth gt Mango 0 00 gt Raspberries 0 00 0 00 L4 Figure 1 11 Split Check screen 1 24 TRANSFER CHECK ITEMS COMBINING CHECKS This function allows the user to select items in the currently opened check and transfer them to another check If all the items in the current opened check are selected the check will be combined to the target check To transfer items in a check to another check or combine two checks 1 Open the check that has items to transfer from 2 If Transfer Check Items is not among the default function buttons press on the Other Function button and select this function 3 Select items in any currently opened check If this check is to be combined with another check select all the items in this check by pressing on the appropriate button at the bottom of the screen 4 Select from the list of available checks to transfer to or combine with 1 25 MEMO BUTTON The Memo button allows th
100. l Entry Enter the fields in visual settings to match the one that the account package uses Press the save button MONAMNAWNEH To export data into accounting 1 Perform the end of day procedure 2 At the end of the process the user will be prompted to export the data into accounting software Press the OK button to continue B HOW TO SETUP AND USE VISUAL ENTERPRISE Setting up enterprise mode requires an enterprise license installed on the computer Most businesses choose to have the enterprise machine at a head office location for security reasons In any case it is recommended to have a static IP purchased for the enterprise computer The reason being it is much easier to setup a static IP with a router than to setup a VLAN network Also data transfers much more quickly and is more stable than a dynamic IP Things to consider when purchasing an enterprise license e How many store locations exist e Do you need current sales taken from any store at any time e Are there strict guidelines to menu selections e Is controlling user accounts and permissions a concern Appendix Other system configurations sls Once you purchased the enterprise and had a Visual technician install the software you will need to have each store setup to send data to enterprise Normally the technician will configure the store for you However setting up a store is really not that difficult and requires only a few setting changes in Visual
101. l Old Checks displays checks from previous days that have not been archived e Your Old Checks shows checks from previous days created by the user e All Current Checks shows all checks that have been created on the current day e Your Current Checks shows checks that have been created by the user for the current day e View Closed allows any of the modes selected from above the user can either view closed checks checks which have been paid in full or open checks checks that have an outstanding balance This button will toggle between viewing open and closed checks Note the user can always see which mode is currently being displayed by looking at the check list column headers e Clock Out is used at the end of the shift in order to get a summary report of the sales When pressed an alert screen will pop up asking the user to confirm the sign off of the system If the answer is YES then the system will print a sign out report for the current shift and then time stamp the departure time for payroll and attendance purposes If the user has any open checks the checks must either close or transfer them to another employee before signing out of the system See also Log Out and Transfer Check What do you want to do CLOCK TAKE Figure 1 4 Clock Out screen to clock out of shift Note Only users with manager permissions will be allowed to view All Old Checks or All Current Checks 1 10 CHECK DETAIL VIEW When the user choo
102. l for situations where items need to be prepared in a particular sequence and must be sent to the preparation area in a particular order as well Prep sequencing involves defining individual menu items as one of four types Appetizer Entree After or Rush These menu items will then print in the preparation area in the following order 1 Entree 2 Appetizer 3 After and 4 Rush A Rush order prints before all other items A menu item must be defined with a default prep sequence for this feature to work yellow field Chapter 1 User s Guide The prep settings for items may be changed during ordering If an item has been defined with a particular prep sequence i e Appetizer Entree Rush its default sequence will appear in the Prep column To change the sequence press the prep column Each sequence appears in a different color To Add a Modifier 1 Click on the middle of the check item to highlight it 1 REG Acai Blueberry Softser 4 45 2 Click on the modifier to attach it to the item SM Acai Blueberry Softserv gt Strawberrnes To Add a Forced Modifier 1 Click on the item from the menu that is setup to use forced modifiers 2 Select the modifiers from the list of available modifiers for this item Click on the green area to add or click on the red area to decrease count 3 Click on done 1 20 TIMED ITEMS Timed items differ from menu and modifier items in that the price of the item is based on units of time
103. last name of the customer Click on save amp exit Click the yellow function button when finished Chapter 1 User s Guide To seat a guest Click on seat guest button Click on the guest in the guest summary list Choose a table number and click on done Click on the yellow function button to complete A Ww N a 1 40 REQUISITION TRANSFER This mode allows the transferring of items from one profit centre s inventory to the terminal station being used A profit center should be set up on all stations in order to properly track movement of inventory See administration on how to create profit centers IL 10 07 17 AM M 0 0 0 ui o m 1108201 Now FY FY FROM TO SM No Fat SM ou Suga Chocolate FY FY Sorbet REQUISITION INVENTORY TRANSFER Figure 1 47 Screenshot showing the requisition mode Requisition Functions e Suspend Requisition allows you to suspend a transfer until a later time e Search for Inventory allow you to search for a specific inventory item e Print Labels allow you to print a label e Process requisition allows you to complete the transfer of inventory items To create a requisition 1 Choose a group from the group tabs 2 Choose an item from the item panel Click the green area to increase amount or click the red are to decrease the count 3 Click Process requisition If you want to keep the requisition in the transfer list click on suspend requisition If you wis
104. ling LI ee Bruny r Roll Up Down Time Mins 0 otal Number of Guest to Apply Gratuity Sign In Grace Period Mins 0 Gratuity Type to Apply g Charge Tax On Surcharge As m Press This Button To Setup Gift n Firsemon segs EE EE Certificate Settings Early Arrival Time Minutes ai Sign Out Grace Period Mins 0 Late Arrival Time Minutes Teapot Sales Mir Setings Reservation Duration Time Hours 2 Freepour Vv Berg Infinity ScannaBar m Optimum Control r r Auper System DigiTot System amp Table Header Label TABLE i a i Reservations Use Account x Print Bill in French Check Header Label CHECK Forex Change in Local Currency euest SS Show Forex Amount in Reports ee owe GUEST Layaway Deposit Rate fo x Auto Prompt for Customer Information On new Check 5 nee P Auto Compact Database On Archive r livery Banner n Clock in Clock out With Finger Print Security Enable BarCode Compatibility Mode Device r Suspended Trans Card Format Figure 2 29 Setting in general configuration to allow texting 2 26 BARCODE LABEL DESIGNER If barcode labels are used for scanning items then you can create the format and appearance of the barcodes Ideally you should have a barcode label maker to print out the barcodes BarCode Label Design 3 094 X 3 010 inches chapter 2 Administration 12345 Item Name Item Desc Figure 2 30 Form that allows t
105. m Tow ve Figure 2 62 Shows reports that lists all payments received To create a cash drawer reconciliation report 1 Click on cash drawer activity report from the report menu 2 Select a date range and press on Done 2 42 GIFT CERTIFICATES REPORT This report shows gift certificates sold listed by gift card number chapter 2 Administration To Create a Gift certificate summary 1 Click on Gift certificate summary from gift certificate reports 2 Choose the date and click on Done VisualTauch Hird Rapar OUZ7 20c8 Visual Information Products Inc 111 Regina Road Suite 1 Woodbridge Ontario LAL ES 17 1216 Tat 305 264 700 Fa 906 264 7071 Visual GIFT CERTIFICATES BALANCE SUMMARY As of Tees January 27 2003 CERTIFICATE NUMBER SALE DATE EXPIRY DATE CERTIFICATE AMOUNT RELOAD AMOUNT REDEEMED AMOUNT BALANCE 1 120008 Ed sm sno ane as 100 119208 OK 2500 2500 1808 3519 w 11208 rue zm ow zm ooo 2 nazo d 80 00 000 00 000 2 oa yout wn uno ss as oaoa 00 80 00 000 2n 760 u oras wa ETI ooo sm ooo TOTAL mam mao ma 196 10 Figure 2 63 Lists all gift cards and the amount still on them To Create a G C statement 1 Click on Gift certificate statement from gift certificate reports 2 Choose the G C numbers 3 Click on Done GIFT CERTIFICATE STATEMENT CERTIFICATE NUMBER no SALE AMOUNT 5900 SALE DATE TOTAL REDEEMED m EXPIRY DATE DUXX BALANCE na DATE CHECK NO TRANSACTION AMOUNT BAL
106. m Employee Reports menu 2 Selecta date range and press on Done 3 Select the Employees from the list and click on Done chapter 2 Administration XXE Visual Information Products Inc VisualTauch Hind Raport d 111 Ragna Raid Suge 1 Woodbridge Ontario LAL ANS 140100 Tel 905 284 7001 Free 905 2647071 Meun EMPLOYEE PAYROLL SUMMARY Thursday Jassary 01 2009 Torsday Jasuary 27 MOS TOTAL SALES FOR THE PERIOD 2903 DATE REG HOURS OT HOURS OT HOURS TOT HOURS EMP PAYS CHARGETIPS ECL mes EMP SALES Pet Wy Expt Taxe 0 Ul 0 PP NO JOB CLASS Payflate 10 80 OT RATE 0 00 DT RATE 040 010608 oF ow oo or 37 000 on 000 0105 aeaa ow om ow on 070 om on 000 0005 011400 1660 onm 000 1660 16 00 ow 0m 000 608 WO JOB CLASS s TOTAL ve om ono a ven on om om 5 Wanzst Payfales 1040 OT RATE 0 08 DT RATE 040 ores nm om ow mus mn oo om o 440 ors sa om ow 303 3 nm om nD 30 Waieaaffs TOTAL 2226 enm 020 nm ma 040 ao Aus Tas Wise TOTAL 39 10 e 040 ne mi LL sss nos rom Pye 311 00 Tanes M54040 Vos 040 Net Pay 301 09 DATE REG HOURS OT HOURS OT HOURS TOT HOURS EMP PAYS CHARGETIPS DECL TPS EMP SALES ped Ae EmgD12 Taxe 0 ul 0 PPO NO JOB CLASS PayRate 0 08 OT RATE 0 08 DTRATE 040 106 00 vo on noo on om 000 onm 000 000 Figure 2 52 Employee Payroll Summary EMPLOYEE TIME ACTIVITY REPORT Shows number of checks total sales from checks ordered by time To Create an Employee Time Activity Rep
107. mation entered into the system will be discarded immediately Initially the login screen will be displayed requiring an ID number and PASSWORD in order to gain access to the system There are two default users in DEMO mode Manager ID Password 1 1 Clerk ID Password 2 No Password 1 2 GETTING STARTED In this section the user will learn how to log into an account clock out of their shift and print out a shift summary report The user will also learn basic functionality of operating the system such as creating checks making payments splitting bills etc When Visual is loaded and running the program will prompt the user to log in with an id and password m a q Cancel VAT 8 ele leim From top left to right station name system time store id date version number Visual Information Products 1 3 CLOCKING IN When the user logs into the system for the first time the time will be captured as the user s clock in time The employee can use their id and password to log in or alternatively use a magnetic swipe card A magnetic swipe card must be registered with the user in order to sign in with it Exiting out of VisualTouch is 9999 and then pressing Done on the keypad Figure 1 1 This is the numeric pin pad that logs a user into Visual 1 4 CLOCKING OUT When the user is logged into the system the user can clock out of their shift by pressing the clock out button Clocking out signs an employee out of
108. mode is used in fast service environments where the user has to enter items in quickly To enable this feature the fast service mode setting must be checked off in the station configuration 1 7 CHECK SUMMARY SCREEN The check summary screen as shown in Figure 1 2 is displayed when a user first logs into their account The screen is split into two sections The left side shows check information as well as functions that can be performed on those checks The right side shows menu item buttons or if in fine dining mode the table numbers 1 UserSummary area displays the current user logged into the system the current time the number of checks this user owns the total number of guests the total amount of the checks and the total tips 2 CheckSummary displays the checks that the user has created The user can view checks that have been closed or checks that are still open 3 Function Buttons allows viewing of open or closed checks Also function buttons log user out of Visual or clock out of shift Visual Map is used in fine dining mode and it allows user to choose table number and guest number Se Visual Information Products Breakfast Dessert Lunch Week Day Lunch Starters Beverages Tournament LLBO Wrap Dinner Rooms Your All Your Vi Old Current Current ojossa Checks Checks Checks 05 User Transfer
109. ng the arrow keys Click on done Click on stop resize S W i ia Visual Information Products 5 Click on the save button To stretch a table Go into the map editor Click on the stretch button and click on a table Using the mouse cursor or touch screen grab onto the white dots and drag it to the desired size Click on the stop stretch button Click on the save button uURUONMH To create a button to display another map 1 Drag a Switch Map tool onto the map area 2 Select a map you wish to display 3 Enter the text label for the button and press on Done 1 36 EMPLOYEE SCHEDULER Employee scheduler opens the scheduler to enter the time and date that an employee is to work By defining the times that an employee works Visual can prevent an employee from signing in too early or too late This feature of visual must be enabled under general configuration Visual Scheduler Figure 1 43 Screenshot showing the employee scheduler Chapter 1 User s Guide P EE To enable the employee scheduler Go to general configuration under configuration Click other settings tab Check off use employee scheduling optional Enter the sign in sign out grace period Click Save URUNA To add a scheduled time for an employee Click on the scheduler Click on a white square with a number representing the day of the month Choose an employee name from the drop down box Enter the start time and end time Click S
110. now where to look VERSION 3 The difference in version 3to the previous version is that the programming was coded in Ctt under NET Framework Some improvements to the program include more integration with user modules streamlined inventory control more report options In order to use the Visual program you must install Microsoft NET Framework 3 5 SP1 as well as Crystal Reports 2008 Runtime PURPOSE This manual was written based on VisualTouch version 4 0 42 Some features of the program may or may not be listed in the sections of this manual Please report any inaccuracies or omissions to the visual support support visualtouchpos com so that the errors can be corrected in the next printing of the manual Chapter 1 User s Guide CHAPTER 1 USER S GUIDE 1 1 DEMO MODE Once the VisualTouch package is installed you may run the program by either using the program folder on the Windows task bar or by pressing clicking on the VisualTouch icon on your desktop When VisualTouch starts it will prompt user to activate the pre validated version or run the demonstration version or to install the full version In order to install the full product you must request a Validation Key by contacting Visual Information Products Inc To run the DEMO version simply press the DEMO button on the VisualTouch startup screen All features and functions with the exception of updating files are available in DEMO mode This means that any new infor
111. nts startup cost time members only for purchase with an account Click on save Settings Settings Settings Settings Item C Modifier C Timed C Pizza c Package Item Code Unit Price Open Price Group Item Type ron Prep Area Reward Point Value 1 iv EINEN G BAR StartUp Cost 1 StatUpTime jj KETE E Weighed Item Iu Members Only Prep Time gj Auto Print CueCard to Prep Area ju Figure 2 1 The item maintenance screen showing details of a menu item Modifier Item Modifiers inform kitchen staff to alter the order An example of a modifier would be steak temperature mod which will identify how the steak should be prepared Modifiers differ from menu items because modifiers always follow the item that they are attached to This action prevents a temperature mod to go to the wrong prep area A modifier will be designated by an arrow sign gt next to the modifier to identify that it is a modifier and not a menu item To create a modifier W 049m AWNE Choose the modifier group from item maintenance Click add new item enter an item code and click on done Put a check on the modifier setting under the item settings tab Enter the primary description If the mod has a price then enter it into the unit price Choose none for the prep sequence Uncheck the check boxes for the prep area Choose the modifier group Click on save chapter 2 Administration Note Modifiers d
112. nuary 26 2009 ROBCRCRCACR CA NOR NOR Ch CR A RC NOR CA CK WR NC A A A A 8 8 kh 8 8 8 8 4 x 4 HITCHING KIOSK PIZZAS KIDS MENU DESSERTS APPETIZERS MAINS DESSERT WINE RED WINE WHITE GLASS RED GLASS NON ALCOHOLIC BEER COOLERS BOTTLE SERVICE MEAT TOPPINGS Figure 2 58 Lists sales by group and date 2 39 ITEM PREFERENCE REPORT This report shows percentage of items sold of the total sales listed by group or category RENCE BY GROUP For Thursday J Print Save Ar Ei ITEM PREFERENCE REPORT Thursday Jassary 01 2009 Teesdoy Jameary 27 2009 TINE RANGE ow som were sTomaL AMOUNT SAMOUNT SGAP NTOTAL DELETED GROUP DELETED ITEM 008 008 000 00 008 OTHER o Dow oon DLL noo oon nos oon OTHER 0 008 008 00 008 0058 BUB TOTAL o oos non oon ETCHING KIOSK Malian Saesage 4 10008 15 s20 100 E OTHER 4 100 1008 18 2 00 100 10009 17 OTHER 4 now 15 s20 100 Ws SUB TOTAL 4 16 22 00 17 PEZAS Margarita 2 95 085 3000 B8 10 OTHER 2 100 0 ssh oB 3000 1000 Bs 10 Casic n 76 35 16000 4725 53 OTHER w 100 ges 39 160 00 30008 225 538 4 1908 168 68 00 a1 23 OTHER 4 100 0 1908 15 LI 000 2019 23 Greek 2 as oan ET as 10 OTHER 2 100 95 085 3000 100 Bow 10 Hwan 3 13 128 5100 1509 Wh OTHER 3 mm 43 128 sim mo 150 17 OTHER 2 30008 828 39 00 100 0 28 BUB TOTAL za eI 3 00 11 2 Figure 2 59 Lists items sold in relation to the total sales To cr
113. o Create a Report For Table Area 1 Click on Table Area Activity Sales Summary 2 Select the table numbers from the list 3 Click on Done button TABLE AREA ACTIVITY REPORT For Thursd January 01 2009 Monday January 26 2009 Print Page Setup Print Save As Exit REYNE RUG SI wore Unam CAE OTS rom Tel 905 264 7001 Fax 905 264 7071 Visual TABLE AREA ACTIVITY SALES SUMMARY Thursday January 01 2009 Monday January 26 2009 Table Area 10 CHECKS GUESTS NET SALES TAX CHECKS 2 FOOD 68 00 FOOD PST 544 GUESTS 3 GST 340 GROSS SALES 76 84 NET SALES 6800 TAXES 8 84 Table Area 11 CHECKS GUESTS NET SALES TAX CHECKS 3 FOOD 81 00 FOOD PST 648 GUESTS 4 BAR 587 BAR PST 0 59 GST 434 GROSS SALES 9828 NET SALES 86 87 TAXES na Table Area 12 CHECKS GUESTS NET SALES TAX CHECKS 2 FOOD 92 00 FOOD PST 7 36 GUESTS 4 BAR 5 87 BAR PST 0 59 BEVERAGES 518 BEV PST 046 GST 5 18 GROSS SALES ma NET SALES 10365 TAXES 1359 TablelArea 13 CHECKS GUESTS NET SALES TAX CHECKS 1 FOOD 29 00 FOOD PST 232 a Figure 2 78 Shows sales organized by table number and date 2 53 VISUAL ACTIVITY LOG Gives reports that show what kind of actions employees were doing such as editing check information performing a cash transaction with the cash drawer open etc VisualTouch Activity Log Report Selection Criteria List Of Employees List OF Stations DANNYLAPTOP 01 27 2009 To 0172772009 EIE Vi
114. o not need a prep area set as they will always follow the item they are attached to Timed Item The total cost of the item is calculated by the time that it has been added to the check By default timed items are calculated by each minute but can be changed in configuration To set the time units Go to general configuration settings Choose the general settings tab For Timed Item Units enter a unit for the minutes Click on done S Ww ioia Package Settings Package settings allow an item to be sold as a package with other items If package items are setup then those items will be discounted in the total cost You can choose an item by the individual item or the group Quantity is the number of items included in the package Note The number of toppings and apply to all options are for pizza items only Description of Package Settings Package Settings Description Item Group Choose an individual item or a group Description The Description of the item or group Qty The quantity of the item or group that will be included in the package Apply to All Applies to each pizza if the option is set to Y Toppings Used when the item included is a pizza The number of toppings will be added to the pizza To setup an item as a package item Go to Item Maintenance Create the item by clicking on add new item Enter a unique item code and click on done Put a check on package for the item setting Click on the
115. on save button W 040m Rt NH 2 19 DISCOUNTS AND SURCHARGES Discounts and surcharges can adjust a check based on a single item or entire check Settings for the discounts are Type Description Discount Type How the adjustment will apply to the check Employee Level The type of employee that can apply the adjustment To Add a Discount Go to Administration Select Configuration from the menu Choose Discounts and Surcharges Press the Add button Enter the description Select a discount type For example to discount food items as a percentage select 001 FOOD as the Discount Type 9 Ur d WON F chapter 2 Administration 7 Enter the value 8 Enter an employee level 1 administrator 2 Manager 3 Supervisor 4 Clerk 9 Select the Reason and press Done To Add a Surcharge Go to Administration Select Configuration from the menu Choose Discounts and Surcharges Press the Add button Enter the description Select a surcharge type For example to add a surcharge as a percentage select 031 SURCHARGE as the Discount Type 7 Enter the value and select how to apply the surcharge to the item type 8 Enter an employee level 1 administrator 2 Manager 3 Supervisor 4 Clerk 9 Select the Reason and press Done DAuUAWNR Update Predefined Discounts Figure 2 23 Screen for adding editing adjustments 2 20 CURRENCY UPDATE If there is another kind of tender being
116. or swipe Member Card The user may also select the account from a list by pressing on the Search If nothing is entered for the search string a list of all the house accounts will be displayed User may enter just some letters or numbers from a customer name or an account number then only accounts with the similar information will be shown Account information of the selected account will be displayed User can verify the customer information from this screen Press Done button to continue Enter amount to be applied to this house account Press Done Figure 1 8 Numerical key pad allowing user to enter or search for House Account number or name To make a credit note payment ps Open the check that the payment is being applied to Press on the Credit Note button if this button is not among the default function buttons select it from the Other Functions list Enter the amount to be paid using the on screen numeric key pad 1 22 MAKING ADJUSTMENTS ON A CHECK In order to adjust a check for discount or surcharges a reason must be created for it Examples of adjustments could be a Monday special discount or a group surcharge gratuity See administration on how to add adjustment reasons To Adjust a Check Using a Discount or Surcharge 1 2 3 Click on Adjust Check Click on a tab for the adjustment type Click to discount by choosing dollar or percentage amount Visual Information Products 4 5 Enter an amount to disc
117. ormation from the configuration menu 2 Click on the E mail Setup tab 3 Click edit button Visual Information Products A Enter the address of the outgoing mail server for Smtp Server 5 If outgoing mail needs authentication check the box for Outgoing smtp server uses authentication Enter the username and password 6 If there is a company e mail address enter it into the text box 7 Click on save 2 16 GENERAL CONFIGURATION General configurations are settings that affect all stations and users Most settings for general configuration do not have to change in order for Visual to work but you can edit the settings to customize the functionality and appearance of the program General Configuration General Settings Closing Time hh mm Time Item Units in Minutes Electronic Scale Query String Magnetic Card Reader Preamble Ascii Weighted Bar Code Preamble Ascii Bar Code Format Display Line Item Total Combine Like Items On Bill Prompt for Guest Number Print Bill Detail on House Account Slip Show Account Balance On Bill Detail Exclude Cash Tips From Net Cash Deposit Receipt Printer Uses Item Description Order Printer Uses Iter Description m Credit Card 4 Data Source Over Time Room Service d Profit Centre Settings Other Settings Settings Settings Settings Reward Points Settings i Default Table Label TABLE p Ib C kg Maximum No of Guests Electronic Scale Un
118. ort 1 Click on Employee Time Activity Report from Employee Reports 2 Select the employees from the list and press on Done 3 Select the date range and press on Done Print Page Setup Pus Sav An LJ x Visual Information Products Inc MisudTauch Hini Rapat ouaaa 111 Ragna Food Suta 1 Woodbridge Ortar LAL AMS una Te 05 264 7001 Face 905 264 7071 Vnus EMPLOYEE TIME ACTIVITY REPORT Thurssoy Joesory 01 2809 Toen ery Jumsery 21 240 TME RANGE SHIFT CHECKS GUEST AVG CHECK AVG GUEST TOTAL SALES SALES Weer OTHER 2 a em an sin 10s EMPLOYEE TOTAL E 3 sis aaia OTHER 5 9 5 ET xax 10058 EMPLOYEE TOTAL 5 LI X9 Rotate OTHER 2 EJ au 3123 LL mos EMPLOYEE TOTAL n mas Sarah OTHER 3 6 n aa 21 526 10 EMPLOYEE TOTAL LJ 2152 Doreena OTHER 2 3 5 aim sa 1248 mox EMPLOYEE TOTAL 2 5 143 Nicole OTHER 5 e ar ve 305 100 EMPLOYEE TOTAL 5 x Wm OTHER 3 E an as mar LI EMPLOYEE TOTAL 2 n sarar x Figure 2 53 Employee Time Activity Report EMPLOYEE TIME SHEET LIST This report shows the times worked for each selected employee the shift time in out MESS Visual Information Products To Create an Employee Time Sheet Click on Employee Time Sheet from Employee Report Select the employees from the list and press Done Select the date range and press on Done Select how to order the report by date or employee BRWNRE EMPLOYEE TIME SHEET Thurs ay Jaessey 01 2008 Toos
119. ouch screen is being used then press Edit To delete again select a reason and then press Delete 9 Onceareason has been added exit Administration module ALIS Gi NS 9o Chapter 1 User s Guide 4 Adjustments Void Reasons Update E m 0_Item Dis t f 0 Item Discoun Surcharge Reasons Pay Out Reasons Figure 1 31 Screen showing how to add reason for payout Adding Payout to a bill Once back in the Operations Module press User Functions Press Pay Out button Choose the payout reason and press Done button Enter the amount and press Done button e w NS Select PayOut Action Figure 1 32 Screen showing how to proceed with payout function after reason was entered Visual Information Products Figure 1 33 Screen showing the reason user may choose for payout Note VisualTouch s financial reports will reflect these payouts with their selected reason 1 34 PANEL EDITOR The Panel Editor is used to link ordering buttons to items in the menu The Panel Editor screen has been divided into two parts the left part of the screen contains the functions to be used in the editor the right part of the screen contains the panel buttons and the tab buttons The panel buttons are the buttons that act as a link to items to be sold The tab buttons act as a link to a particular panel PANEL EDITOR Current Panel MAIN Switch To Another Panel Figure 1 34 Panel editor screen allows user to create and modi
120. ount Click on done ADJUSTMENTS DISCOUNTS There are six different types of adjustments that can be applied to a check These are Item Type Adjustment Entire Check Adjustment Specific Item Adjustment Tax Exemption Adjustment Surcharge Adjustment and Predefined Adjustment Surcharge Predefined Discount 10 Discount Coupon Coupon Delivery Charge Promo TAX EXEMPTION Figure 1 9 Screen showing adjustments and surcharges ITEM TYPE ADJUSTMENT This type of adjustment is applied to the total of items on a check belonging to a selected item type For example items may be categorized as food bar or retail If a food item type adjustment is applied to a check only the total of food items on the check will be adjusted by the adjustment amount or percentage This adjustment type does not include taxes To apply an item type adjustment N Dw KW Open the check that an adjustment must be applied to Press on the Adjust Check button if this button is not among the default buttons select it from the Other Functions list Press on the Discount Item Type tab Select the item type to be adjusted from the item types list box Select the reason for the adjustment from the reason list box Press on the SDollar or Percent button depending on whether to apply a percentage or absolute dollar amount Enter the dollar amount or percentage be applied to the total of items belonging to the selected item type
121. out Labor Cost Report Time Interval Activity Summary Gift Certificate Report Layaway Report Checks list Suspended Transaction List Profit Centre Sales Summary Customer Preference by Profit Centre Description All sales from the start of the day to the current time The sales summary lists net sales taxes and tips paid out and the number of checks The amount of cash sales that have been collected up to the current time Displays sales received from cash debit and credit Summary of sales organized by category Customer item preference organized by category Customer item preference organized by group The sales summary for the terminal listed by employee The sales summary for the terminal listed by employee Lists all transferred checks organized by employee Shows a report organized by type of payouts made Compares the sales received by a user with the amount with the hourly pay given to the user Displays sales broken down by the minute The time interval can be specified by the user Shows how gift certificates have been used by customers and specified by date The gift certificate report can show information on the number of certificates sold or those certificates that cannot be redeemed Displays information on items sold as a layaway item Displays check detail information listed by time check number or date Details such as names of items sold are listed here Lists transactions that have been suspended
122. ow Gift Certificate Refund Allow Gift Certificate Tip Allow Gift Certificate Refill Accept Gift Certificate Without Number Use Auto Expiry Expiry Days 0 G C Card Format Enforce Gift Certificate Number Range r G C Number Range From Gift Certificate Uses Remote Data Gift Certificate Remote Data Server Remote Server Port Number Visual Information Products Figure 2 21 Screen showing options for gift certificates 2 18 STATION CONFIGURATION Station configuration contains the settings that will only affect one station For example the station configurations allow the settings for hardware such as printers scanners and line displays The settings for a station can also affect the way bill are printed and how the program behaves when interacting with the user Most changes do not need to be reconfigured because the technician who installs the system will configure it for you Description of Station Configurations Station Configuration Settings Explanation Printer Map Settings that control how the printers will be used in Visual on printing bills setting up administration printer and sign out printer is done here Communication Settings Settings to control how Interpay will interface will Visual Scanner Scale Port Settings Settings for scanners scales are made here To Setup a Printer in Visual 1 First create the printer in Windows and make sure that it prints successfully 2 In
123. owever if the customer purchases more than six then a food tax will be applied to the item Note The number of items purchased includes modifiers as well as the items Item Type Mapping Map Item Type X to Item Type Y where X and Y are present in transaction with the specified quantity 4 Map From Item Type X Qty Map To Item Type Y NO TAX 6 FOOD Figure 2 18 Mapping taxes from one item type to another Visual Information Products To create a mapped item type Create the item type in the tax table by going to File Update and then Tax Table Go to Item Type Mapping from File Update Choose the item type x under Map From column and enter a number for quantity Choose the Item type y under Map To column and enter a number for the quantity Click on save vib to NR 2 11 PREP SLOT Prep slots determine how an item is to be prepared and in this module prep slots can be modified By default there are three kinds of prep slots that are predefined appetizer main and dessert To add additional prep slots simply edit the description and acronym and click save 2 12 ADJUSTMENT SURCHARGE PAYOUT REASON To make an adjustment surcharge or a payout the reason must be created For example say that you wanted to create a surcharge to add an additional cost to a check based on the number of guests and then to describe this surcharge you could create a reason called Group Gratuity
124. owse through each account AWNE chapter 2 Administration 15 HOUSE ACCOUNT RECEIVABLES Fee As of Date Wednesday Janusey 20 2009 Visual Information Products Inc WisuaiTauch Himi Rapant 111 Regina Road Sute 1 Woodteidge Ontario LAL S5 5353 Tat 305 2647001 Fas 305 264 7071 Wu HOUSE ACCOUNT RECEIVABLES As of Date Wednesday January 20 2008 ACCT NO ACCT NAME STATUS CREDIT LIMIT BALANCE CREDIT AVAILABLE 100 Brosher John ACTIVE bu 506 566 101 Ade ALTE om ava Aat we ACTNE 00 4066 40 65 a Mke ALTNE om 1a 14803 4 ACTIVE on 6475 475 TOTAL en 95649 ain Figure 2 72 Lists how much is still owing on house accounts HOUSE ITEN PREFERENC Visual Information Products Inc MisudTauch Himi Rapan oraaa 111 Ragna Road Sute 1 Woodbrde Ortana LAL BS 15 4741 Tel 905 264 7001 Fax 905 264 7071 Visual HOUSE ACCOUNT ITEM PREFERENCE Thursday Jasssry 01 2009 Toesdoy Jussary 27 2009 mem ory AMOUNT Joha Broes Bottled Water 790ml 1 570 Imported Beer 1 se Lemon Tat 1 800 Wedge Salad 1 900 Red Srapper 1 2200 HOUSE TOTAL 5 5045 Ld Wadge Salad 2 1800 Sortate 1 800 Wail Schnitzel 1 mm Squash Bisqua 1 70 Engish Tifia 1 aco HOUSE TOTAL 6120 Griled Cheese 1 1000 Hamburger 1 1200 Engish Trie 1 800 Imported Beer 1 se HOUSE TOTAL Figure 2 73 Shows items purchased with house account listed by date To create a preference report for a House Account Click on
125. p CASH RECAP REPORT Thursday Sammary 01 2009 Twentiny Jammnry 27 2009 SwiDVEE e m mn sann Bersara Mea nn Patisen vas EN p LE ETT mt ares no Er ET im ane men Tame Em pm ws Te so 2526 P m msa m Sadun Chang m m amo ato m m mi m ato 03 On Cart dae m m m ET o am m am ato 20008 Wan P Dicas a m m ato m m aw m 016 m Tatal san m sma 2838 ma anie mao mw ona p om ow om om om om am om oro os Mates om om om om om om om om m om er om om om om om om aw om om vo Der Cas om om om om om om om om ono om wm aue mo m mo E am om Ll wa enter om om om om om om an m om ne om Ld m om om om T om 2m amm cem me waro LM m na zum om m amu awo Fen rent om om om om om om am om am om Dhar eret om om om om om om om om D om Total swn we ona 2 ma m ma woe ona mez anusmenT en om om om om om om om om om om en tent 2m om a7 om om a om om nwo mu Toa am om m om om ue om om m mu Parour amw ono ono ato awo ono aw aso 016 p Err Figure 2 50 Employee Sales Report Visual Information Products Inc rr 111 Ragna Road Suta 1 Woodbndge Ortara LAL ANS 1400 12 Tel 905 264 7001 Fae 905 264 7071 Virus TOTAL EMPLOYEE ACTIVITY SUMMARY Thurs sy January 01 2009 Toesday Jammary 27 2009 UNEO 4 DESIT CARDS 6053 46 ato aso Figure 2 51 Employee Activity Summary EMPLOYEE PAYROLL BY WORKING DATE Shows hours worked and employee sales listed by employee 1 Click on Employee Payroll fro
126. r bar the check will simply be stored and the user returned to the Summary Screen Note Pressing Send amp EXIT with no order items to be sent will NOT re send the items already on the check Items are sent once only the first time they are ordered 1 15 PRINTING A BILL This function allows the user to print a bill of a check To print a bill 1 2 Open a check from the check summary screen Press the Print Bill button To Open a New Check In Fine Dining Mode N Click on an open table and enter the number of guests Click on Done button Click on a menu item Click on the green area to increase count by one or click on the red area to decrease count by one Click on Send amp Exit to print the order 1 16 VOIDING ITEMS There are two ways that you can void items in a check void by server error or void by out of stock To Void Items in a Check At NR Select the open check Click on the item you wish to void Select the reason for voiding the item Click on Done 1 17 ORDERING ITEMS All items are ordered using the panel buttons Visual Information Products To order an item m Create a new check or select an existing check from the check list on the Summary screen 2 Press the menu button corresponding to the menu item to order it If the menu item does not appear on the current panel use the link tabs to switch to the required panel Once selected the item will appear on the item li
127. ransfer Check Items View Cue Card Vip Member Tag Weight Bar Code 3 the product information Lunch you just entered Dinner emm m Dessert Specials Late Night Bg Beer Wine j j Cocktails EDBEHEB Figure 1 16 Screen allowing user to view item Cue Card 1 30 SEARCHING FOR AN ITEM If you forget the location of any menu item it can be easily found if you remember its name Searching for an item is a very straightforward process Under the Other Functions button there is a function option to Search For Item Chapter 1 User s Guide To search for an item Create a new check Once in the check press Other Functions Scroll down or up by using two Arrow buttons until Search For Item can be seen Press Search For Item button and a window will open with a keyboard allowing the user to enter a search string from the touch screen Enter the search string in the Enter Search String field Press Done to execute search 7 Oncethe search results are returned the results will be listed as shown ANH Dw Figure 1 17 This screen is showing the final result of the entered search string 1 31 MANAGER FUNCTIONS Manager functions allow the user to do functions that only a manager can perform From this menu a manager will be able to edit panel buttons view current sales print sign out summary perform end of day Also this menu is the access point to the adm
128. reated in the item maintenance section Chapter 1 User s Guide To Change the Description From Primary to Secondary 1 Gointo User Functions 2 Forthe Onscreen Item Description choose Secondary 3 Pressthe Done button To change how primary or secondary descriptions are printed Go into general configuration settings In general settings tab For Receipt Printer Uses choose a description For Order Printer Uses choose a description Click on Done UOR Ww N R EXPORT SALES MIX Export Sales Mix creates an output file for sales to be used in another program The file outputted is comma delimited and can be used in accounting packages This feature must be enabled in general configuration 1 39 HOST MODE The host mode is used for creating and editing reservations or putting customers on the wait list In host mode the user can create a new reservation a waiting list or seat a customer to a table This mode was designed for the purpose of entering reservations or putting customers on a wait list To enter a transaction you must do so on a station that is not running host mode twee Time Guest ame t Guest Smoking Tatie s Timer New x New m Seat View View z ist Edit Exit Reserv E ee Hostess if List Mode Figure 1 46 Screenshot showing Visual in hostess mode Visual Information Products USER SUMMARY User is the current user of the station Waiting guests number of guests that are
129. rompted to enter an id and a password By default the login is Login password admin password The following screen will be shown on screen 134 Visual Information Products Q visus e n E Figure B 1 Shows main enterprise screen The main sections of the program are e Enterprise Management allows the user to add stores and consolidation points e Reports allows the user to view sales summary or current reports e Maintenance allows the user to make configuration changes and edit user logins ENTERPRISE MANAGEMENT To add stores to your enterprise you will need to create consolidation points called folios A folio is a grouping of like stores or branches of stores that you create in order to change or pull data from the group of stores For example you may choose to create a folio for sales in Toronto and another for Southwestern Ontario to separate sales based on location Another example is if you plan on opening stores nationwide you will need to create folios for different provinces because of different tax structures To create a folio 1 From enterprise management tab press the Add Folio button 2 Enteran id and name for the folio Troubleshooting Guide TROUBLESHOOTING GUIDE Problem Try this l ve made changes to the menu but whenl The item menu is not linked to a panel button Check that try to order the menu item the item still the item matches a panel button in the Panel Editor hasn t
130. rsday Jasary 01 2008 Teesday Jaseary 20 2009 DATE INVORCE NO ITEM CODE DESCRIPTION UNITS OTY UNIT COST TOTAL AP Foods Tel 805 450 3774 onneene 129014 GFG Pork Lon 0 000 000 000 t101 Boat Shark b 10000 500 000 sua TOTAL 3040 Green Feeds tac Tol L oaao 121 aal Lettuce wt nom om 10 00 SUB TOTAL 1040 GRAND TOTAL nao Figure 2 41 Screen showing a purchase report RE ORDER REPORT Re order report displays the items that have been ordered and the amount that have been ordered Also listed here is the suggested reorder amount STOCK TRANSFER REPORT Stock transfer lists items that have been transferred from one profit centre to another profit centre SALES PREFERENCE REPORT Lists items sold with the price along with the cost of the item and the profit made on the item To Create a Sales Preference Report Click on Sales Preference Report from Inventory menu Choose by Category or by Group Select the categories or the groups and click on Done Select the date range and click on Done A oU NOE Visual Information Products Inc Tat 305 264 7001 Fax 905 2647071 111 Regha Road Suite 1 Woodbridge Ontario LAL SNS sua Touh Himi Report chapter 2 Administration oraaa 44038 Visual ITEM CODE DESCRIPTION AR takon Sausage AB Margareta ABS Hyan ACD Grid Cheese ADI Lemon Tort 03 Engish Title AE Wedge Siad AFI Red Snapper AF Chicken AFA Ves Schnitzel AFT Ungu BAI Ssusmae Ba2 P
131. s will divide categories into more descriptive groups There are no limitations on how many groups you can create However you cannot change the group code once the group has been created Only deleting the group will get rid of the group To create a group 1 Click on group from the file update menu 2 Click on add button 3 Entera unique group code chapter 2 Administration 4 Choose the category that the group belongs to 5 Ifyou are using profit centers choose the profit center 6 Click on save button ITEMS The item maintenance is where you can create or modify items It is in item maintenance where the item details are changed such as price adjustments or modifier settings ITEM TYPE The category is the broadest group you can create The groups that belong to a category will share the same properties so that taxes can be applied to them The taxes for food items will get a different tax applied to them then from a bar or a beverage item In general it is good practice to create as many categories as you can so that groups can be further broken down into item types There are a maximum of ten item types that you can create in visual Some examples of item types are retail food bar beverages modifier 2 2 ITEM MAINTENANCE Item maintenance is the module that lets you add edit or delete items from the menu There are many options to define an item s characteristics Options for instance can include allowing forc
132. ses a menu item from the right side of the screen the user enters the check screen To tell if you are in a check simply look at the top of the screen on the user summary it will display the total amount and the open status of the check Also the function buttons at the bottom will change most noticeably there will be a Print Bill button and a Send amp Exit but mgl Visual Information Products s 1226PM creck ooo cues Heme Add Breakfast Fillet UNCH SPEC dock Taste ETM open Lunch Beverages Tournament BEV Candy Beef Chicken i EUM Fajita Fajita nu Fajita Week Day 1 Grape Fruit Juice DER Gdn Caesar Starters 1 Chicken Fajita Salad Salad Upgrade Upgrade om Med Chkn Sand LLBO En E Ks me The Dinner MMM Fe Burger Specials Burger ONLY Sole MEE schnitzel mixed Rooms amp Plate Lunch PASTA veggies Salad veg Fast amp Friendly Modifiers Enter Credit Debit Account Cash Card Card Payment Repeat Print Order Bill Figure 1 5 Check detail view listing items in a check On Side e Check Total The number at the top displays the total amount for the check including taxes e User Summary Displays information about the check such as the user check number time check was opened and number of guests e Item Summary Lists the items added to the open check and th
133. st with red and green colors By default one 1 quantity of the menu item will be ordered 3 Ifthe item requires a preparation sequence the prep column of the item will appear in the default color and the default sequence 1 18 ADJUSTING QUANTITIES User can increase and decrease the number of the same menu items by pressing the appropriate space on the Item list from the Detail Screen To increase the quantity Pressing the green portion of the item in the item list will increment the quantity of the item by one To increase by a bigger number press the grey portion and enter the desired quantity To decrease the quantity Pressing the red portion of the item in the item list will decrement the quantity of the item by one If the quantity is decreased to zero 0 the item will disappear from the check To highlight an item Pressing on the middle black portion of an item can highlight the item The item s color will change to pink indicating it has been selected To change seat numbers Change the seat number for an item by clicking on the number beside the item By assigning seats you will inform servers which items belong to which customer 1 Alberta Beef 24 00 main Figure 1 7 Item record from Item List showing different fields for quantity and preparation sequence adjustments 1 19 PREPARATION PREP SEQUENCE Prep sequence allows users to send orders to the preparation area in a particular order This feature is idea
134. stName Winny NickName Winny Address Telephone Tax Rate X 0 ULB End Date Cell Phone SMS Text Address Email Previous To put an employee in training mode S Ww i a Security amp Job Class Password Last Name Start Date O E State Prov GK S S N S IL N Training Mode v 11 06 2008 s P Plan Rate LeftHanded F Last Pay Date 1706 2008 O r Home Phone L n Cancel pA fe EN EEG EPI oh Register Finger Print Go to File Update and click on Employee Choose the employee and click on edit button Put a check on Training Mode Click on save Register Mag Card Figure 2 10 Creating an account for training mode SEND EMAIL TEXT MESSAGE SENDS EMAIL MESSAGES TO EMPLOYEES To set up email AWNR Go to Configuration click on company information Click on Email Setup tab Click Edit Enter name for smtp server for the outgoing mail If the smtp server needs authentication enter a user and password Press Save button EMPLOYEE SIGN OUT REPORT OPTIONS You can change options for type of information to be displayed on the sign out report Changing sign out options OH ARWNR Go to Administration Choose Configuration from the menu Select Employee Sign out Report Options Select the options for the sign out report Press OK button 2
135. sual Information Products Figure 2 79 Shows the filter form for selecting admin logins To create a report that will show administration logins Choose Visual Activity Log under Reports Select Admin Login Operations login or Irregular activities Select from the employee list users who have logged in Select the stations to pull the report from If choosing the irregular report option select the type of transactions you wish to break down the reports into 6 Click on Done button UA w Kh IRREGULAR ACTIVITIES A report that will list transactions that have occurred based on certain criteria such as check transfers no sale when cash drawer was opened and check edits a VisualTouch Activity Log VISUALTOUCH ACTIVITY LOG FROM Thursday January 01 2009 TO Wednesday January 28 2009 ACTIVITY DRAUER OPEN EMPLOYEE 47 Visual 01 05 2009 16 01 05 2009 16 01 05 2009 16 01 05 2009 16 01 05 2009 16 01 05 2009 16 01 05 2009 16 01 05 2009 16 01 06 2009 01 06 2009 STATION DANNYLAPTOP ACTIVITY DRAUER OPEN EMPLOYEE 47 Visual DATETIME 01 28 2009 11 22 DATETIME 01 28 2009 11 22 Figure 2 80 Shows report listing when the cash drawer was opened when no sale has been made To create a report that lists irregular activities 1 Click on Irregular Activities from Visual Activity Log 2 Select the employees type of activity stations and the date range 3 Click on Done
136. tem configurations scccccccssssssscceccesssesscceeeeeeeessscscceeeeeeessssescceeeeeeessesescseeeeeeens 132 A How to setup an accounting package with visual eese eene nnne nnne nnn nnne 132 B How to setup and use Visual enterprise eeessesesseeee esee eene nennen nnne eerta ananas essa aa asas essa 132 Troubleshooting Guide 1 ce iecore rore o oce rera rece NOVENO VORE VE KONOKE KSAS USKE KE KENO DP P PUES RE NEKENEKE KEHON 135 Visual Information Products INTRODUCTION Welcome to the exciting world of the VisualTouch Point of Sale System You have chosen this system because you wanted to use one of the most complete point of sale systems for your business You may be familiar with point of sale systems already if you own or work in a restaurant or retail store What this guide will serve to do is to familiarize you with the many rich features available in the VisualTouch system In this manual the guide will be broken into two main sections the user guide and the administration guide The user guide mainly focuses on the daily operations of the system such as creating checks or printing bills for customers The administration portion deals mostly with manager s tasks such as creating inventory or updating the menu list In each case there will be step by step procedures on how to perform certain tasks Also there will be visual diagrams to help you find areas in case you don t k
137. the cost of the item Click on Save SONAMNAAWNEHE To create an inventory item through item maintenance Go to Administration Item Maintenance Select an item Choose the Inventory Settings tab Press Edit button Under Inventory Type select the type of inventory for the item Press the Save button Au AWNH Optional settings e Minimum quantity The minimum amount of stock on hand e Par Level The amount suggested for reorder when stock is low e Weighing Unit The item unit when weighed e Receive Unit The unit of the item when received e Barcode Barcode of the item e Pourcode Used with liquor inventory Inventory Items Find General Information Extr Extra Liquor Information Inventory Detail UseMasterltem Masterltem Item Code jpi21 Description Pork Tender Loin Group MEATS vl Minimum Quantity D 0000 ParLevel Weighing Unt v Receive Unt Units Convert Rate 0 0000 BarCode Use PourCode PourCode Default Supplier v Change 3 wa i I gt Item Code 4 La AD EDIT DELETE CANCEL EXIT Figure 2 35 Inventory items window for adding editing inventory chapter 2 Administration REN To Create a Supplier Click on Suppliers Record Maintenance Click on Add button Enter a unique Supplier ID name and address Click on Save ANH 2 32 PURCHASE ORDERS You create a purchase order when yo
138. tre is used then put a check mark on Use Profit Centre and select a profit centre from the drop down box 3 Entertrigger actions These options allow the user to input name and times so that they will be printed when the bill is printed Click on done Enter text label for the button and press done 6 Presson Save to save changes to the map cR CREATING AND EDITING A MAP To create a new map 1 Click on add map and enter a name for the map Click Done 2 Change the background by using the drop down button Or choose your own background by clicking on add new button 3 Usethe tools to add tables and objects to the floor map You may choose to use the function button purple to add more functionality to the map such as switching to different maps 4 Enterthe table number and enter done Repeat steps 3 to 4 to create more tables 6 When you are finished click on save wn To change the default map for a station ps Go into station configuration 2 Under general settings tab use the pull down box for default map to choose the map you wish to be displayed 3 Click on the save button To rotate a table Go into the map editor Click on rotate Choose a table to rotate by clicking on the table The table will rotate 15 Click on stop rotate Click on the save button MH AWNR To resize a table Go into the map editor Click on the resize button Enter a size by entering it into the text box or usi
139. u want to order new inventory but haven t received it yet To Create a Purchase Order Click on Purchase Order from the Inventory menu Click on New Purchase Order button Enter the order number profit centre and supplier name Enter inventory items by Item Code or by Description Enter the order quantity for the item Repeat steps 4 to 6 to add more inventory items Click on Save NOU AWNHE Figure 2 36 Purchase order window for creating a new PO 2 33 RECEIVING STOCK ITEMS When you receive a stock item you have the option of creating a new invoice or choose from a purchase order ile Visual Information Products Update Invoices Invoice List Invoice Detail Centre AP Foods SERVICE Green Foods Inc SERVICE AP Foods SERVICE AP Foods UNKNOWN AP Foods UNKNOWN AP Foods UNKNOWN Supplier Profit Name Find Invoice No Import Purchase Order NewlInvoice Figure 2 37 Screen for creating invoices for inventory To Receive a Stock Item 1 Click on Receiving Stock Items 2 Click on Import Purchase Order if the shipment has a related PO If there is no PO then click on New Invoice button 3 If there is a PO then select the PO and click on the Import button 4 Pressthe Add button 5 Enter an invoice number and supplier 6 Typein the description of the item and press enter on your keyboard A list of matches will
140. unctions However the only buttons that cannot be modified are the Print Bill and Send amp Exit buttons Function Description Other Functions 5 10 20 50 Cash Out Change Button Function Gift certificate sales Gift certificate payment Layaway Account transaction Credit Note payment Display System Information Currency Convertor Order item by code Prepayment of house account Rewards Points Payment Room charge Search for item Transfer Check Items Description Pay the bill by dollar amounts Allows user to pay a check with cash instantly Allows the user function buttons to be changed to another function Sell a gift certificate Make a payment with a gift certificate Put the item on layaway Account must be set up in Visual to use this feature Make a payment on a house account Make a payment with a credit note Displays information about the system such as cpu memory OS Allows the total for the check to be converted into another currency Menu items have a code associated with them Use this function to enter an item by its code Make a positive balance on a house account Make a payment with reward points The account must be a reward participant Also reward points must be setup in general configuration under reward points Make a room rental payment Search for an item based on its name description Allows the user to transfer items in a check to another check There must be
141. used it can be entered here Enter the description as well as the conversion rate TEES Visual Information Products 4 Update Currency us Description Symbol Rate 0 800 8 gj zajo Figure 2 24 Adding a different currency To create a currency Click on Update Currency from Configuration menu Click on Add button Enter a description and the rate Click on save AUNK 2 21 PROFIT CENTER UPDATE A profit centre could be a location or group of employees that collect revenue For example a bar station could be a profit center employees that work only on a patio could be another profit center To enable profit centers to track sales you must first decide on how you would like to get the sales data There are three ways to get sales data from a profit center items groups station or employee To create a profit center Go to Administration Choose Configuration from the menu Select Update Profit Centers Press Add button Enter a profit center name Press Done button DOT S Ww a To enable profit center by station Go to General Configuration Choose Profit Center Settings tab Place a check on Enable Profit Center Tracking Under Track Profit Center Sales By select the STATION Press Done button Go to Station Configuration Choose the General Settings tab Under Station Profit Center select the name of the profit center Press Done button WMNAMA
142. w to use House Account Payments HOUSE ACCOUNTS VS VIP ACCOUNTS A VIP Account is a House Account that keeps track of certain customers movements and transactions in the establishment and notifies other stations of the VIP member This is achieved by placing a VIP Member Tag on his check To apply a VIP member tag ps Once in the VIP members check press Other Functions button 2 Scroll down the list of the popup window that appears with other functions until the VIP Member Tag function will appear 3 Press VIP Member Tag and it will prompt for the House Account number of the VIP customer Enter the House Account number or swipe a card and press Done 5 Another window will appear listing the customers information On this window just press Done if none of the information needs to be edited The check list is now tagged on See Figure 1 27 A Visual Information Products Appetizers Soup amp Salad Liquor Liqueurs Cocktails Enter Credit Debit Account Adjust Shooters Cash Card Card Payment Check d Desserts amp Sp Coffee Other Spit Repeat Print p Function Check Order Bill Dat Mod iers Figure 1 27 Screen showing how check can be marked with VIP Member Tag However there is more to VIP members tagging The user can print a shipping slip for products that must be delivered simply by pressing the newly created tag Also VisualTouch can run r
143. will belong to Click Save 4 Update Job Classes Pay Rate 0 00 Tip Out Type Privileges o v Create Check DC Allow Tax Exemption ED Perform End Of Day MME Change Number of Guest rice of open price item Credit Notes Owner Administrator Manager a Supervisor Clerk Other Users Figure 2 8 Showing how to create job classes chapter 2 Administration TIP OUTS Employees can receive a percentage of sales from other employees The types of sales you can tip out are based on item type total sales or sales per shift sis Janus Z Bl om OI Figure 2 9 Screen shows how to add a tip out type To create a tip out Go to Configuration and click on Update Tip Out File Click add button Enter a name for the tip For the description choose the sales where the tip will come from Enter a rate percentage Click on save Au AWNE To add a tip out to an employee Go to File Update and click on Employee Choose the employee and click edit button For the Tip Out Type choose the tip out Click on save A oU NOB TRAINING MODE In this mode an employee can use the system as normal except that at the end of the day the checks that they have created will be removed from the system Visual Information Products Natalie Sarah Doreena Nicole Kim Kathleen Rachel Steve Bar2 PM Daniel Amiththan ID Fir
144. wse Account List Choose the accounts from the results Click on done Enter the amount transaction type payment type Click on accept 2 5 AUTO ADJUST ITEM PRICES The prices can be adjusted for selected items Price can be adjusted relatively or changed with an absolute amount This feature allows the user to easily change prices for many items at once To Auto Adjust Prices 1 2 Choose the Category Group and items by highlighting the category groups and items you want to change For relative pricing check off relative pricing For absolute pricing go to step 5 3 or dollar amount 4 Enter a value 5 Check off Absolute Pricing 6 Enter an amount for the price 7 Click Process 4 Auto Adjust Item Prices Categories AFTER CARE AIRBRUSH TATTOO ART VINTAGE WEAR CALI CLOTHING MISC PIERCING TATTOO TATTOO REMOVAL chapter 2 Administration Choose 4 to increase or to decrease amount and choose if you want to change by percentage Destiny black with wings destiny necklace Destiny white with wings Dita rhinstone locks and chai Elivis Faith Black justin mens black gator justin mens pewter belt Madona blue smoke topaz Madona jet black grey stones Value C Absolute Pricing Price NENNEN Madonna silver Monte Carlo Monte Carlo purple Oval Cross SQR Cross The Rock black The Rock blue lapis The Rock tourquoise The Rock white Vintage S
145. ypad to confirm changes 1 13 MODIFIERS Visual uses two types of modifiers forced modifiers and optional modifiers FORCED MODIFIERS Forced modifiers will automatically prompt the user to add required modifiers to the menu item There is a sub menu pop up box with the forced modifiers listed By default the user will not be able to continue until the correct amount of modifiers has been selected from the list Go to Item Maintenance in the Administration module to see how a Forced modifier is created OPTIONAL MODIFIERS Optional modifiers are added by the user at their discretion When a modifier is selected from its panel it appears on the check directly below the modified item and becomes attached to it If an item with a modifier is moved the modifier moves with it Like any other item the quantity of the modifier can be increased by pressing the green portion of the item or decreased by pressing the red portion of the item To attach a custom modifier use the MEMO button to input custom text Note MEMO based modifiers are not tracked in inventory 1 14 SENDING OR SAVING AN ORDER An order can be sent for preparation after it is selected To send an order or exit a check ps Chapter 1 User s Guide ES Order items as required Press the Send amp Exit button The order will be sent to the preparation area and the system will return the user to the Summary screen If there are no items to send to the kitchen and o

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