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Digital Dining Frequent Diner Manual Version 7.3

1. 120 e Digital Dining Frequent Diner Delivery User s Guide Reports Menu Grouping list You can control how the program organizes the information in your report by selecting a grouping option from the Grouping list The program will list the customer records alphabetically by the grouping option you select You can group your customer records by any of the following criteria Frequent Dining Click Frequent Dining Plan to group your records by Plan the frequent dining plans of the customers Special Interest Click Special Interest to group your records by the special interests of the customers Zip Code Click Zip Code to group your records by the zip codes of the customers Delivery Zone Click Delivery Zone to group your records by the delivery zones of the customers Day of Week Click Day of Week to group your records by the days of the week that the transactions took place This option is only available for reports in the Sales Summary format Special Occasion Click Special Occasion to group your records by the special occasions of the customers Label Type list If you select a report format of Mailing Labels the Label Type list will appear instead of the Grouping list You should select the brand and product number of the labels you are using Subgrouping list You can group your data to a second level by selecting a subgrouping option from the Subgrouping list The Subgrouping list is identical to the Grouping
2. V Use Dates C Year Anniversary June z l 10 TO Aug 31 20 EEEE wae MD UE LO veers a PA OE Oo RECN ES PS STL a ana then the Anniversary Age boxes will appear Customer Report Maintenance Window Memo Tab Every maintenance window has a Memo tab which is a large multiline editable text box If you type more than one line of information in this field the text will automatically wrap to the next line just as in most text and word processing programs The Memo tab will always have the number 0 as its shortcut key You can use this tab to type comments about the current record or to inform other management or staff members about the record You can type up to approximately 30 pages of text Customer Report Examples Digital Dining You can use Customer Reports to analyze frequent dining delivery sales figures and generate mass or marketing mailings based on points interests or occasions Digital Dining provides six different report formats for this report You can customize how and what reports show by defining reports for more information see Customer Report Maintenance Window Main Tab on page 119 Frequent Diner Delivery User s Guide e 127 Reports Menu Customer Report Name and Address Format You can change the report format by using the Report Format list on the Main tab of the Customer Report Maintenance Window The Name and Address format of the Customer Report allows
3. Note Sy Customer RecordMaintanence Column Heading Purchases January 1 31 99 February 2 28 99 March 3 31 99 April 4 30 99 May 5 31 99 June 6 30 99 July 7 31 99 August 8 31 99 September 9 30 99 October 10 24 99 11 30 98 aaa oe November Customer Record Maintenance Window Interests Tab The Interests tab allows you to associate each customer record with up to six special interests You can also designate one of these six special interests as the customer s primary interest by selecting the Primary button beside the appropriate special interest You can only designate one interest as primary Each of the six Interest lists will display any special interests that you have entered in the Special Interest Maintenance window You can drill through to the Special Interest Maintenance window by double clicking the Interest label for more information see Special Interest Maintenance on page 63 Digital Dining Frequent Diner Delivery User s Guide e 103 Customers Menu Customer Record Maintenance ii Ea fied Newt Bev vow Aad Orde Fiter Customer 2345 First Name John Last Name Farmer Interest cor zl Customer Record Maintenance Window Occasions Tab You can associate customer records with special occasions in the Occasions tab of the Customer Record Maintenance window You can select up to six special occasions for a customer Occasion Date box Occasion label Name box Se Customer
4. We ve included a default report template in the Status Report Maintenance window which you can use as a general starting point in creating new coupons Our template includes most of the information you might need to appear on a status report You can remove any unnecessary information and customize the text as appropriate to your restaurant The Status Report Maintenance window features three tabs Body Header and Footer Each tab contains a Layout box Any text you enter in the Layout box of Frequent Diner Delivery User s Guide Layouts Menu the Header tab will print above the text of the Body tab Any text you enter in the Layout box of the Footer tab will print below the text of the Body tab Layout box at Status Report Maintenance BOLD_ON EXPAND_ON G RESTAURANT NAME 2 EXPAND_OFF S DATE G TIME S EXPAND_ON 2 CUST_ TITLE FIRST NAME LAST_NAME our are enrolled in the FD_ PLAN Frequent Diner Py rf Digital Dining Frequent Diner Delivery User s Guide e 85 Plans Menu Plans Menu Overview The Plans menu includes one maintenance window and two utilities devoted to creating and maintaining frequent dining plans gt Frequent Dining Plan Maintenance window gt Deduct Batch Rewards utility gt Frequent Dining PTD Period To Date Reset utility Using them you can create new plans edit or delete existing plans reset the batch reward points for all your customers or reset t
5. Complaint Coupon Maintenance Window Digital Dining You can add view edit or delete complaint coupons from the Complaint Coupon Maintenance window When you enter a complaint coupon in the Item Description box the program captures the first eight characters of the description including spaces and displays these characters in the Short Description box You can change the Short Description or you can keep the system defined eight character description The text that appears in the Short Description box is the description that will show on reports If this description is not clear enough for you specify a Short Description of your own We have included a default coupon template in the Complaint Coupon Maintenance window which you can use as a general starting point in creating new coupons Our template includes most of the information you might need to appear on a complaint coupon You can remove whatever information is unnecessary and customize the text as appropriate to your restaurant The Complaint Coupon Maintenance window features three tabs Body Header and Footer Each tab contains a Layout box Any text token s you enter in the Layout box of the Header tab will print above the text token s of the Body tab Any text token s you enter in the Layout box of the Footer tab will print below the text token s of the Body tab Frequent Diner Delivery User s Guide e 83 Layouts Menu Layout box lt Complai
6. on page 164 No Sale Report Name and Address Format You can change the report format by using the Report Format list on the Main tab of the No Sale Report Maintenance Window The Name and Address format of the No Sale Report allows you to generate a report that lists the name and address of each frequent dining delivery customer who did not make a frequent dining delivery purchase for the date range or period you provide Digital Dining Frequent Diner Delivery User s Guide e 173 Reports Menu DD CAFE 2 4 03 Date 16 01 53 Operator Wizard Member No Family None 3456 None Total Zone 2 NC27 Zone 2Total Zone 3 123 Zone 3Total FamilyTotal Customers w No Ord Last Purchase Date Range 01 01 2003 to 02 04 2003 Sorted By Last Purchase Date Grouped By Frequent Diner Plan SubGrouped By Delivery Zone Filtered By Interests Sales Type Prep Type Profit Center Plu Cash Sales Zero Priced Items FD Plans Name Company Street Building City State Zip Code Phone Number Ms Julie Wilson Acme Sales 1471 E Broadway Columbia 703 912 3000x 1 Scotty Ethridge 123 Main Springfield 912 3008x 1 Ms Judy Andersen Menusoft Systems 916 Clopper Road Apt B 2 Rockville 703 912 3000x Hall 16 Room 101 1 3 Free Sandwich None 8901 None Total Zone 2 5555 Zone 2Total Zone 3 4444 Zone 3Total Mr Wilson Freyermuth Acme Sales 6951 S Gillespie Road Columbia 573 449 2563x 1 Mr Ric Beccari Menusoft 7
7. Introduction 4 e Digital Dining Setting Up a Frequent Dining Plan This section describes the process of setting up a simple frequent diner service Delivery Basics This section describes the basic concepts of delivery service as well as how to use the Frequent Diner Delivery program to provide effective delivery service Setting Up a Delivery System This section describes the process of setting up a simple delivery service Complaints This section briefly describes how to use and set up customer complaints including the windows involved in creating and using the complaint functions Setup Menu This section describes the various setup windows featured in the Setup menu including the POS Entries window Layouts Menu This section describes the three layout maintenance windows featured in the Layouts Menu where you can create and maintain coupon layouts Frequent Dining Plans Menu This section describes the windows and utilities featured in the Plans Menu where you can create and maintain frequent dining plans Customers Menu This section describes the windows and utilities featured in the Customers Menu where you can create and maintain customer records Reports Menu This section describes the various maintenance windows featured in the Reports Menu where you can create reports to analyze your sales and customer information Setup and Back Office Features This section describes how to coordinate your
8. Select FD Plan Available eck Exclude aa gt gt awl lt lt Cancel Reset The Frequent Dining Point Reset window features a filter that allows you to include or exclude specific frequent dining plans You can set the program to include or exclude frequent dining plans by adding plans to the Include Exclude list To move an item from the Available list to the Include Exclude list select that item and click gt To move an item from the Include Exclude box to the Available list select the item and click me To move all items from the Available list to the Include Exclude box click me To move all items in the Include Exclude box to the Available list click You can set the program to either include or exclude the frequent dining plans in the Include Exclude list by clicking Include or Exclude If you click Include the program will only include frequent dining plans in the Include Exclude list If you click Exclude the program will exclude all items associated with the frequent dining plans in the Include Exclude list Customer Import Digital Dining The Customer Import utility allows you to import frequent diner customer records exported from the Digital Dining for DOS data files into the Digital Dining for Windows data files Before importing customer records from the Digital Dining for DOS data files your dealer must first export the customer records from the Digital Dining for DOS dat
9. The Staff Department Maintenance window of the Digital Dining Back Office program features a Driver Department check box Using this check box you can 52 e Digital Dining Frequent Diner Delivery User s Guide Digital Dining Setting Up a Delivery Service designate any staff department as a driver department If your restaurant is primarily a delivery service such as a pizza delivery service you will probably want to create a driver department and a dispatcher or order taker department However if your restaurant offers delivery as a sideline service you may wish to designate other non delivery staff departments as driver departments By doing so you can assign delivery orders to staff members whose duties are not primarily delivering orders To Open the Back Office Program 1 2 3 4 5 Note On the Taskbar click Start and point to Programs Point to Digital Dining and then click Office In the Name box type your Digital Dining access name Press the TAB key and then type your password Click OK Your System Administrator assigns passwords based upon your position title Access rights to the program are defined by position titles For more information please refer to the Digital Dining Setup User s Guide or your System Administrator Frequent Diner Delivery User s Guide e 53 Setting Up a Delivery Service Staff 54 e Digital Dining To Add a Delivery Staff Department 1 Onthe Staff menu point to S
10. The check boxes in the ASsignment area allow you to set the program to print additional copies of each check for the driver The ASsignment area applies only to delivery service and does not effect frequent diner service If you select the Print New Check check box the program will print a new check for your driver when you or your dispatcher assigns an order The program will print two checks one for the restaurant and one for the driver If you select the Print Dispatch Chk check box the program will print a dispatch check based on the layout you select in the Dispatch Check Layout list on the Misc tab Phone Number Prompt area By using the options in the Phone Number Prompt area you can set the program to require any part of a telephone number when you create new customer files Also you can set a default area code or exchange to help save time at the POS Frequent Diner Delivery User s Guide e 73 Setup Menu To set the program to require the area code exchange and or extension select their respective check boxes To set a default area code enter it in the Area Code Default box To set a default exchange enter it in the Exchange Default box You can create phone exchange files in the Phone Exchange Maintenance screen that will automatically fill in the City State and ZIP Code boxes when you enter a particular phone exchange at the POS or in the Customer Record Maintenance window for more information see Phone Excha
11. Add to add the new menu item Digital Dining will automatically bring up the next available PLU number for the menu items matching that filter How does a Filter Work All filters work in essentially the same way they allow you to limit what you view and or edit The process is simple You set the filter criteria Digital Dining checks every item based on the criteria you set and then Digital Dining displays only those items that meet the criteria you have set 12 e Digital Dining Frequent Diner Delivery User s Guide Digital Dining Basics Find Windows Depending on the maintenance window you are working with you have access to Find windows Find item windows allow you to find a records quickly so that you can view or edit the record which can save a lot of time and effort when you have a large system Each Find window will identify what you will be finding the example below shows that you will find an Inventory Location a box for you to type the name of the item you re looking for and a list of items you can select from Find Check Options EI n Jump to top of list Description Scroll up one page Alterate Prep Area Alterate Profit Cat Highlight previous item Cafeteria Price Levels Highlight next item Scroll down one page Jump to bottom of list If you can click Find on the maintenance window if the maintenance window has a Bi or if the maintena
12. Pay Driver Run 187 207 Report Maintenance Windows 115 Report Preview Toolbar 118 Report Preview Window 118 Reports Complaints Reports 58 Customer Purchase History Window 176 Customer Report Maintenance Window 119 Frequent Dining Plan Report Maintenance Window 157 Menu Item Sales Report Maintenance Window 144 No Sale Reports Maintenance Window 164 Reports Windows 113 Define 113 Reward Coupon Maintenance 81 Rewards 21 S Set Delivery Time 186 205 Special Interest Maintenance Window 63 Main Tab 64 Memo Tab 64 Special Occasion Maintenance Window 61 Main Tab 62 Memo Tab 63 Staff Member Maintenance Delivery 189 Status Report Maintenance 84 Street Maintenance Window 70 Main Tab 71 Memo Tab 72 T Transactions at the POS Frequent Diner Delivery User s Guide e 211 Index Frequent Diner 191 Z ZIP Code Maintenance Window 69 Main Tab 69 Memo Tab 69 212 e Digital Dining Frequent Diner Delivery User s Guide
13. Purchases Tab 101 Sales Tab 102 Total area 102 Customer Report Maintenance Window 119 FD Plans Tab 125 Interests Tab 125 Main Tab 119 Memo Tab 127 Occasions Tab 126 Zip Codes Tab 125 Zones Tab 126 Customer Search 197 Customer Search area 73 Customer Utilities 110 Customer PTD Reset 110 Frequent Diner Delivery User s Guide e 209 Index Frequent Dining Point Reset 111 D Deduct Batch Rewards 95 Define Reports 113 Delivery Late Orders Report 186 206 Delivery Order Life Cycle 38 Delivery Set Late Time 187 206 Delivery Zone Maintenance Window 67 Main Tab 68 Memo Tab 68 Delivery Zones 39 Dispatch Layout list 77 Display Last Order 186 205 Driver Select 187 206 Driver Single 187 207 Driver Staff Departments Delivery 188 E Edit Customer Points 197 F Filter 12 Forced Entries area 80 Frequent Diner Status Report 197 Frequent Dining Plan Maintenance Window 87 Main Tab 87 Memo Tab 95 Profit Cnt Tab 93 Reward area 91 Sales Tab 94 Sales Type Tab 94 Frequent Dining Plan PTD Reset 95 Frequent Dining Plan Report Maintenance Window 157 Coupons Tab 161 Days Tab 161 FD Plans Tab 161 Main Tab 157 Memo Tab 162 210 e Digital Dining Profit Ctrs Tab 161 Zones Tab 161 Frequent Dining Plan Utilities 95 Deduct Batch Rewards 95 Frequent Dining Plan PTD Reset 95 Frequent Dining Point Reset 111 L List All Assigned 187 207 Maintenance Window Commands 7 Maintenance Window Tabs 10 Maintenance Windows
14. Spouse s Birthday None Members Birthday None Spouse s Birthday None FamilyTotal 1 Free Sandwich 4444 Pres Graham Granger Free Sandwich Wedding Anniversary Tia Leone 10 24 92 None None 12 30 99 None 12 30 99 None 12 30 99 None 12 30 99 Member s Birthday None 1 30 00 Wedding Anniversary Tia Leone 10 24 92 None None 12 30 99 5555 Mr Ric Beccari Free Sandwich None None 12 30 99 None 12 30 99 Free SandwichTotal 2 Grand Total 7 End of Report You can customize how and what reports show by defining reports for more information see Customer Report Maintenance Window Main Tab on page 119 Customer Report Mailing Labels Format You can change the report format by using the Report Format list on the Main tab of the Customer Report Maintenance Window The Mailing Labels format of the Customer Report allows you to generate a report that allows you to print the name and address of each frequent dining delivery customer on mailing label sheets Ms Judy Andersen 916 Clopper Road Apt B 2 Hall 16 Room 101 Rockville MD 20878 Mr Paul Speckman Mr John Farmer 456 Main St 3703 Ridge Road New York MD 11221 Columbia MO 65203 Mr Wayne Rodgers Ms Julie Wilson Ms Anne Wilder 7500 Steel Mill Dr 1471 E Broadway St 1759 Iris Drive Springfield VA 22015 Columbia MO 65203 Columbia MD 65201 You can customize how and what reports show by defining reports for more information see Customer Report Maintenance
15. Spouse s Birthday 1 Wedding Anniversa v 0972471994 S Spouse s Name Rob None z 00171997 f None None None z 0170171997 gt None None None 0170171997 te None Special Occasion Maintenance Window Memo Tab Every maintenance window has a Memo tab which is a large multiline editable text box If you type more than one line of information in this field the text will automatically wrap to the next line just as in most text and word processing programs The Memo tab will always have the number 0 as its shortcut key You can use this tab to type comments about the current record or to inform other management or staff members about the record You can type up to approximately 30 pages of text Special Interest Maintenance A special interest is a social club or organization that you can target for special promotions such as a Little League team a Bowling Club or a local Elk s Club Using the Special Interest Maintenance window you can create a list of special interests which will appear in the Customer Record Maintenance window Using the Digital Dining Frequent Diner Delivery User s Guide e 63 Setup Menu Special Interest Maintenance window you can associate new customer files to specific groups You could then print a list of all your frequent diner customers associated with that group With such information you might wish to mail special promotional material to these specif
16. The program will list the menu items alphabetically by the grouping option you select You can group your customer records by any of the following criteria Frequent Dining Click Frequent Dining Plan to group your records by Plan the frequent dining plans of the customers Special Interest Click Special Interest to group your records by the special interests of the customers Zip Code Click Zip Code to group your records by the zip codes of the customers Delivery Zone Click Delivery Zone to group your records by the delivery zones of the customers the week that the transactions took place Special Click Special Occasion to group your records by the Occasion special occasions of the customers Day of Week Click Day of Week to group your records by the days of Subgrouping list You can group your data to a second level by selecting a subgrouping option from the Subgrouping list The Subgrouping list is identical to the Grouping list Frequent Diner Delivery User s Guide Digital Dining Reports Menu Sorting list You can also control how the program organizes the information in a report by selecting a sorting option from the Sorting list The program will sort items in alphabetical and or numerical order by whatever item you select in the Sorting list You can sort your items by any of the following criteria Last Name Click Last Name to sort your report by the last name of each customer Sort Name Click Sort
17. cccccccssccececeeeceeeeeeeeeeeeeeeeeeeeeees 139 Complaints Report Maintenance Window Complaint Tab ou ccccccccsssccccceeeeeeeeeeeeeeees 139 Complaints Report Maintenance Window Day Tab cccccccccccccccecccccceeeeceeececeeeeeeseeeeeeeeees 139 Complaints Report Maintenance Window Memo Tab cccccccccccscccccccccceccceeeeeceeeeeeeeeeeees 139 Complaints Report EXaimples fcssci ah coccsiek seu an eee cetacean ed idaaian a 140 Complaints Report Name and Address Format cccccccccccsscsccceecececcceeeeeceeeceeeeeeeeeeeeeeeeees 140 Complaints Report Complaint Audit Format ccccccccccccccccccccecceceeeeeeeeeeeeeeeeeeeeeseeeseeeeeeeess 142 Complaints Report Complaint Summary Format cccccccccccccccssccceeececeeeceeeeeeeeeeeeeeeeseeseees 143 Menu Item Sales Report Maintenance ceccccccccccceccssesseeeccceeeeeeaeeeeeeceeeeeeeaas 144 Menu Item Sales Report Maintenance Window Main Tab cccccesssssssseesssessesssseeseeeeees 144 Menu Item Sales Report Maintenance Window Sales Typ Tab cccccseeeesesssesseesenens 150 Menu Item Sales Report Maintenance Window Prep Types Tab cccessseesseeeeeeeeens 150 Menu Item Sales Report Maintenance Window Prep Grps Tab cccceseeeeeeessesseeseeeees 150 Menu Item Sales Report Maintenance Window Profit Ctrs Tab ceeeeeeeeeeeeeseeeeeeeeeees 150 Menu Item Sales Report Maintenance Window Days Tab ccc
18. customer You can also use the Clear Frequent Diner Customer function for split checks involving more than one frequent diner customer for more information see Split Checks on page 194 You will probably not wish to include the Clear Frequent Diner Customer function as part of your standard Frequent Diner check option because you will use it infrequently Most users will include it in a separate check option such as Clear Customer and add the check option to their standard window of check options for more information on frequent diner check options see Check Option Functions on page 184 196 e Digital Dining Frequent Diner Delivery User s Guide Frequent Diner at the POS Customer Search The Customer Search check option function allows you to search for customer records at the POS Using this function you can search for customer records by a customer s name telephone number member ID number search name search company or credit card number Edit Customer Points The Edit Customer Points check option function allows you to manually edit a Frequent Diner customer s reward points at the POS Frequent Diner Status Report Digital Dining The Frequent Diner Status Report check option function offers you a method of updating your customers on their current frequent diner point credit status If you include this function to your standard Frequent Diner option the program will display the stat
19. grid click New To remove a row from the grid select the row you wish to remove and then click Delete Line You can also export the contents of the grid to a report which you can then print or export in MS Excel or MS Word format by clicking Export Min Address box Type the minimum address number within the delivery area of your restaurant For instance you might create a street record called Main Street but only deliver from the 2000 block to the 8000 block In such a case you would type 2000 in the Min Address box Max Address box Type the maximum address number within the delivery area of your restaurant For instance you might create a street record called Main Street but only deliver from the 2000 block to the 8000 block In such a case you would type 8000 in the Max Address box ZIP Code list Select the ZIP code of the street If you do not see the appropriate ZIP code then you can double click the ZIP Code label to open the ZIP Code Maintenance window With the ZIP Code Maintenance window open and active you can add or modify your ZIP codes After you save and close the ZIP Code Maintenance window Digital Dining will make the new or modified rating level available in the ZIP Code list Delivery Zone list Select the delivery zone of the street If you do not see the appropriate delivery zone then you can double click the Delivery Zone label to open the Delivery Zone Maintenance w
20. on mailing label sheets of each frequent dining delivery customer who did not make a frequent dining delivery purchase for the date range or period you provide Ms Judy Andersen 916 Clopper Road Apt B 2 Hall 16 Room 101 Rockville MD 20878 Mr Paul Speckman Mr John Farmer 456 Main St 3703 Ridge Road New York MD 11221 Columbia MO 65203 Mr Wayne Rodgers Ms Julie Wilson Ms Anne Wilder 7500 Steel Mill Dr 1471 E Broadway St 1759 Iris Drive Springfield VA 22015 Columbia MO 65203 Columbia MD 65201 You can customize how and what reports show by defining reports for more information see No Sale Reports Maintenance Window Main Tab on page 164 Digital Dining Frequent Diner Delivery User s Guide e 175 Reports Menu No Sale Report Batch Report Format You can change the report format by using the Report Format list on the Main tab of the No Sale Report Maintenance Window The Batch Report format of the No Sale Report allows you to generate a report that lists the purchase history of each frequent dining delivery customer who did not make a purchase for the date range or period you provide and who is associated with a plan that has Batch Back Office selected from the Print Mode list on the Main tab of the Frequent Dining Plan Maintenance window DD CAFE Date 2 10 03 12 12 11 Operator Wizard Customers w No Ord Last Purchase Date Range 01 01 2002 to 02 04 2003 Sorted By Last Purchase Date Grouped By F
21. or non infringement The entire risk arising out of use or performance of the software product remains with the end user In no event shall Menusoft Systems Corporation be liable for any damages whatsoever including without limitation damages for loss of business profits business interruption loss of business information or any other pecuniary loss arising out of the use of or inability to use this software product Contents Contents INTE OGUCUON iecacascseniecciittdenntaenntantatiudeetanwccsuddenamaehacanearaetesdacteatiies 1 IG ENN AO IAIA EE E A EEEE I owed ibn TEANN l A Dour D oal DNN enn E TA l The Digital Dining Documentation Sete ccccccccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees l About the Digital Dining Frequent Diner Delivery Program cc ceeeeeeeeeeeees 2 About the Digital Dining Frequent Diner Delivery User s Guide eeeee 3 Document OLS ai ZAUION so 5 taste asus see daanshawsiae ude T he eae eee ae eee 3 What o ING Wir lates ho ce a c danas se eau deca a ceva line dasha dence tesa eee aun Ree seta desea drnaadile tee acas 4 Technical Soppor Ss hd ela iad clare wn ad aac wet ese 5 Digital DINING Basics nasnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn ne T ONON a E A E E E A ee EEE E AOA eee fi Mamtenance WIndows arermireea an A tetett ted iett ios fi Maintenance Window Commands cccccccccccccccssssssssnnneeeeeeeeeeeeeeeseseeesessneeeeeeeeeeeeeeeeeeneeessnnaee
22. 10 03 0 104 00 3263 25 0 631 1 83 259 73 18 25 2597 2 2 10 03 0 4 NoneTotals 0 218 00 7299 00 0 1350 75 92 591 72 809 00 5967 0 0 8 Zone 2 NC27 Scotty Ethridge 3 29 01 0 1 00 47 40 0 5 4 74 4 74 00 47 40 12 30 99 0 0 Zone 2Totals 0 2 00 94 80 0 10 9 48 9 48 00 94 80 0 0 Zone 3 123 Ms Judy Andersen 2 10 03 0 96 00 1886 70 0 270 1 87 79 17 18 70 791 70 12 30 99 0 5 Zone 3Totals 0 192 00 3773 40 0 540 3 74 158 34 37 40 1583 4 0 10 FamilyTotals 0 824 00 22334 40 0 3800 178 28 1519 08 1692 80 15290 0 36 Free Sandwich None 8901 Mr Wilson Freyermuth 8 7 02 0 6 00 241 73 0 36 2 00 5 00 00 5 00 12 30 99 0 0 NoneTotals 0 12 00 483 46 0 72 4 00 10 00 00 10 00 0 0 Zone 2 5555 Mr Ric Beccari 11 14 02 0 128 00 4479 21 0 521 5 00 1103 00 00 878 00 12 30 99 0 0 Zone 2Totals 0 256 00 8958 42 0 1042 10 00 2206 00 00 1756 0 0 0 Free SandwichTotals 0 536 00 18883 76 0 2228 28 00 4432 00 00 3532 0 0 0 Grand Totals 0 2720 00 82436 32 0 12056 412 56 11902 16 3385 60 37644 0 72 End of Report You can customize how and what reports show by defining reports for more information see No Sale Reports Maintenance Window Main Tab on page 164 No Sale Report Mailing Labels Format You can change the report format by using the Report Format list on the Main tab of the No Sale Report Maintenance Window The Mailing Labels format of the No Sale Report allows you to generate a report that allows you to print the name and address
23. 200 Driver Assienment SCLC CN onune n a a a a a tnedbeds 202 Quick Service Register Delivery Assignment ccccccccssssssseeseeeeeeeceeeeeeeeeeaaaes 204 CHECKOPION FUNCION So oki oesic eta ra T E O E 204 Change Add Delivery Imnsttctions cic ence ain a he es 204 Cleat Delivery Customer srne thal one at pie hat eccias cesetal a a d 204 CUSTOMERS CALC Mit cass tatoicts cxteeeaicaeasceteeteel a E 205 Display Last Orel 2 soci restos ceces hts decodes a see deep nd a Sos eae seedeup ni aa 205 Det Delivery TiM 5x3 dates airocres se see a a a hele nites tome eee 205 RESIST DU ONS cerie tases ee i Gudslie a a a a iu eae a wnsie 205 Change Diver ASSO lai 5 id Boe once ee ere a ice ee peated eee ee aed eas 205 Delivery Lae Orders REPON riei i rT eee ene nae ne Recto ER nC EEEN LEE OR Tee 206 Delivery Ser oD a ah ac a aT hace ae aan a eet Gitta 206 IB shige carey ee ammeter errr nea seeing enc onr re nr mn Sree nner ere yr nny Oe Ente enn en Tryarr meen es 206 IB Tg hf es ESE cae eee ne nT ON nee enn ne AE RN nT enn SE E E E ene ONES ee eee 207 LECA NASS HE d Meme tee nr are ane ten Pre N E GPE TUE te Free rer ee eer re ee eee 207 Pav Dryer 0 10a aa One ee ene TN nr enn me Ue Ao REDE ee ete Pe nee Rr 207 SaL A E A EE EE E 209 Digital Dining Frequent Diner Delivery User s Guide e vii Introduction Introduction Overview In this section we ll inform you about Digital Dining its Frequent Diner Delivery program and the associated
24. Complaints to filter your report by the number of complaints of the customers for the present period to date Total Purchases Click Total Purchases to filter your report by the total purchases of the customers Total Value of Click Total Value of Purchases to filter your report by Purchases the total value of purchases of the customers Total Points Click Total Points to filter your report by the total frequent diner points of the customers Total Click Total Complaints to filter your report by the total Complaints number of complaints of the customers Default Range list If you select a default range from this list this default range will appear in the Range list of the Customer Report window Digital Dining Frequent Diner Delivery User s Guide e 123 Reports Menu Primary Interest Only check box The program will use only the primary special interest for sorting and or grouping purposes The program will disregard any non primary special interests when printing this report Curr Purchases boxes You can enter a range of current purchases The program will not include any records in the report if their current purchases are outside of this range For instance if you set a range from 10 to 20 then any customer records with current purchases of less than 10 or greater than 20 will be excluded from the report Total Purchases boxes You can enter a range of total purchases The program will not include any r
25. DateRange 10 01 2002 to 12 31 2002 Operator Wizard Plan Report 1 Sorted By lt None gt Grouped By FD Plan Subgrouped By Profit Center Filtered By FD Plans Profit Center Reward Coupon Purchase Items Credit Credit Reward Transn Value Count Earned Used Cost Cost Total 1 683 91 160 43 174 72 175 01 Quantity 28 Average 60 14 5 73 6 24 6 25 Family Total 1 683 91 160 43 174 72 175 01 Quantity 28 Average 60 14 5 73 6 24 6 25 Free Sandwich Total 378 16 0 00 0 00 0 00 Quantity 11 Average 34 38 0 00 0 00 0 00 Free Sandwich Total 378 16 0 00 0 00 0 00 Quantity Average 0 00 0 00 0 00 End of Report You can customize how and what reports show by defining reports for more information see Plan Report Maintenance Window Main Tab on page 157 No Sale Reports Maintenance No Sale Reports allow you to analyze information about frequent diner and or delivery customers who have not purchased certain menu items from your restaurant within a specific amount of time You can also analyze the sales history of individuals or special groups collect addresses and telephone numbers of customers or print mailing labels of customers No Sale Reports Maintenance Window Main Tab In the Main tab you determine the format of your new report as well as decide how the program organizes and sorts your customer records The Main tab also allows you to filter the sales informatio
26. Frequent Dining Plan Report Maintenance Frequent Dining Plan Reports allow you to analyze sales information about your specific frequent dining plans For instance you can collect a list of all sales transactions by customers within a specific plan You can analyze the sales of certain plans to gauge their effectiveness Plan Report Maintenance Window Main Tab In the Main tab you determine the format of your new reports as well as decide how the program organizes and sorts your transactions The Main tab also allows you to filter sales information based on the time of each transaction Digital Dining Frequent Diner Delivery User s Guide e 157 Reports Menu S Plan Report Maintenance ie x ind Next Prev View Add sow ie Plan Report 1 Report Name Plan Report 1 Report Format Transactions Grouping FD Pan s Subgrouping Reward Coupon Sorting None Optional Input None x Default Range This Quarter x Time Range 06 00 To 05 59 Save Reset Delete Report Format list You can select one of two different report formats Each format will produce a report with different information and or arrangement Transactions A detailed list of transactions by customers enrolled frequent dining plans including the amount of each transaction and the amount of reward points or credit earned Transaction A list of sales information for each frequent dining Summary plan includi
27. Item Sales Report Maintenance Window Memo Tab Number of frequent diner points Total number of frequent within the present period to date diner points Every maintenance window has a Memo tab which is a large multiline editable text box If you type more than one line of information in this field the text will automatically wrap to the next line just as in most text and word processing programs The Memo tab will always have the number 0 as its shortcut key You can use this tab to type comments about the current record or to inform other management or staff members about the record You can type up to approximately 30 pages of text Menu Item Sales Report Examples Digital Dining You can use Menu Item Sales Reports to analyze menu sales figures based on frequent dining delivery information Digital Dining provides three different report formats for this report You can customize how and what reports show by defining reports for more information see Menu Item Sales Report Maintenance Window Main Tab on page 144 The Price column displays the total sales divided by the value in the Quantity column Frequent Diner Delivery User s Guide e 153 Reports Menu The Cov column displays the value of the Item Sales column divided by the Total Covers You can calculate the value Pan l in the Cov column with A B C the following equation T A B C Total checks 11 Total covers 2 PLU Men
28. Ld a P MEDD Po g Network MS Style Freq Din fo Mi Web i b a chm ddFreqchm Single chm Neighborhood Manual chm Delive A Remote Automation Management gt Ss of R o td Z WexTech gt Microsoft Microsoft CorelDRA Outlook Wor Bw a New Office Document LE Administrative Tools Common agg Oren Otice Document BD Adot ne 3 Chess Mentor S CorelDRAW 9 c gt sg Grablt Pro 6 02 T Eh an p 48 Microsoft Office Tools 7 LE Microsoft Press gt C Microsoft Press Titles LE Microsoft Visual Studio 6 0 LE Norton AntiVirus LE Seagate Crystal Reports 6 0 a Startup VIADMATOOL LE WexTech Command Prompt Intemet Explorer 3 Outlook Express QJ Windows NT Explorer ee Eee FO ea ee eae 3 Inthe Name box type your Digital Dining access name 4 Press the TAB key and then type your password 5 Click OK Frequent Diner Delivery User s Guide Setting Up a Delivery Service Your System Administrator assigns passwords based upon your position title Access rights to the program are defined by position titles For more information please refer to the Digital Dining Setup User s Guide or your System Administrator Note Setting Up POS Entries for Delivery Digital Dining The first step in creating a delivery service is to set the POS Entries window properly The POS Entries window helps you to control how the Frequent Diner Delivery program functions at the Point of Sale POS Most of t
29. Maintenance Window The Sales Summary format of the Customer Report allows you to generate a report that summarizes the purchasing history of each frequent dining delivery customer 128 e Digital Dining Frequent Diner Delivery User s Guide Reports Menu DD CAFE Operator Wizard Customer List by Plan Last Purchase Date Range 01 01 2002 to 02 04 2003 Sorted By LastName Grouped By Frequent Diner Plan Filtered By Total Purchase Count Total Purchase Value Total Points Value End of Report You can customize how and what reports show by defining reports for more information see Customer Report Maintenance Window Main Tab on page 119 Customer Report Interest and Occasion Format You can change the report format by using the Report Format list on the Main tab of the Customer Report Maintenance Window The Interest and Occasion format of the Customer Report allows you to generate a report that lists each interest and occasion for each frequent dining delivery customer Digital Dining Frequent Diner Delivery User s Guide e 129 Date 2 4 03 15 42 10 Page 1 Purchases Sales Value Items Count Credit Points Complaints Member No Name Last PTD Total PTD Total PTD Total Current Total Current Total Last PTD Total Family 3456 Ms Julie Wilson 12 20 02 0 5 00 386 25 0 44 36 13 36 13 386 25 386 25 12 30 99 0 0 FamilyTotals 0 10 00 772 50 0 88 72 26 72 26 772 50 772 50 0 0 Gold 2345 Mr John Farmer
30. Menu If you click the Preview option and then click the Print command the program will display a preview of the report If you click the Print option and then click the Print command the program will print the report Every type of report such as a Customer Report also has a Report Maintenance window You can define that is create new reports from the Reports Maintenance window In a Report Maintenance window you decide the format of a new report You also decide which records to include or exclude from the report and how to organize the information You must define all of your reports of a particular type from the Reports Maintenance window of that particular type For instance you must define all of your Customer Reports in the Customer Report Maintenance window Find Next Prev Customer Sales by Plan 7 Report Format Sales Summary 7 Curr Purchases 10 To 9999 Grouping Subgrouping Sorting Frequent Diner Plar Total Purchases 0 To 9999 None wl Current Value 0 00 To 99999 99 Total Value 0 00 To 99999 99 Last Name 7 Available Points 0 00 To 9999 00 Optional Input None 7 Total Points 0 00 To 3999 00 Default Range This Quarter 7 Curr Complaints 0 To 9999 Primary Interest Only a Total Complaints 0 To 9999 Save Reset Delete Report Name Customer Sales by Plan 2 FD Plans 3nterests 4ZIP Codes 5Zones 6 Occasions OMemo _ Frequent Diner Delivery User s G
31. Reports Menu alphabetical and or numerical order by whatever item you select in the Sorting list You can sort your items by any of the following criteria PLU Number Click PLU Number to sort your report by the PLU number of each menu item Check Click Check Description to sort your report by the Description check description of each transaction Check Number Click Check Number to sort your report by the check number of each transaction Last Name Click Last Name to sort your report by the last name of each customer Search Name Click Search Name to sort your report by the search name of each customer Company Click Company to sort your report by the name of each customer s company Purchase Date Click Purchase Date to sort your report by the purchase date of each transaction PTD Purchase Click PTD Purchase Value to sort your report by the Value value of purchases of each customer for the present period to date Total Purchase Click Total Value of Purchases to sort your report by Value the total value of purchases of each customer PTD Number of Click PTD Number of Points to sort your report by the Purchases number of frequent diner points of each customer for the present period to date Total Number of Click Total Number of Purchases to sort your report Purchases by the total number of purchases of each customer PTD Number of Click PTD Number of Complaints to sort your report Complaints by the number of complaint
32. Total 162 20 30 00 100 0 End of Report You can customize how and what reports show by defining reports for more information see Menu Item Sales Report Maintenance Window Main Tab on page 144 Menu Item Sales Report Customer Format You can change the report format by using the Report Format list on the Main tab of the Menu Item Sales Report Maintenance Window The Customer format of the Menu Item Sales Report allows you to generate a report that lists the sales total for each frequent dining delivery customer for the date range or period you provide 156 e Digital Dining Frequent Diner Delivery User s Guide Reports Menu DD CAFE 2 4 03 Date 15 57 00 Date Range 01 01 2002 to 02 04 2003 Operator Wizard Items By Staff Report Level Totals Only Grouped By Customer SubGrouped By Profit Center Filtered By Cash Sales Zero Priced Items Plu Sales Type Prep Type Profit Center Days Total Points Value Total Purchase Value Zip Codes Total checks 11 Total covers 2 Company Address item Sales Quantity Avg Item Farmer John Acme Sales 3703 Ridge Road Columbia Mo 65203 Cover Count 2 Check Count 11 162 20 30 00 5 41 30 00 5 41 30 00 5 41 Main Dining Room Farmer John Total 162 20 Grand Total 162 20 End of Report You can customize how and what reports show by defining reports for more information see Menu Item Sales Report Maintenance Window Main Tab on page 144
33. a Delivery check option to your Top Panel so you can access it more easily in the POS for more information see Top Panel Maintenance Window in the Digital Dining Setup User s Guide Change Add Delivery Instructions The Change Add Delivery Instr check option function allows you to add delivery instructions to the Frequent Diner Delivery records for a particular customer Therefore when the customer calls back you will not need to enter special instructions for example deliver to basement door or deliver to rear of house again Clear Frequent Diner Delivery Delivery The Clear Frequent Diner Delivery check option function will clear any delivery customer associated to a check You can use this function if you accidentally associate the wrong customer to a check You should not include this function in your standard Delivery check option since you will use it infrequently Customer Search Delivery The Customer Search check option function allows you to search for delivery customer files at the POS Without this function you cannot search for customer records at the POS Upon selecting this function two lists will appear with it the Search Method list and the Abort Warning list 184 e Digital Dining Frequent Diner Delivery User s Guide Setup and Back Office Features at Check Option Maintenance view Add Delivery Customer Abort Warning list Short Description Delivery P
34. by the total number of complaints of the customers Default Range list If you select a default range from this list this default range will appear in the Range list of the No Sale Reports window 168 e Digital Dining Frequent Diner Delivery User s Guide Digital Dining Reports Menu Cash Sales check box You should select Cash Sales if you wish to include cash sales in your report Zero Priced Items check box You should select Zero Priced Items if you wish to include zero priced items in your report Staff ID boxes You can enter a range of staff ID numbers The program will only include sales information from transactions handled by staff members whose ID falls within this range Table boxes You can enter a range of table numbers The program will only include sales information from transactions from tables that fall within this range Time boxes You can enter a time range The program will only include sales information from transactions that took place within this time range For instance if you enter a time range of 6 00 to 9 00 the program will only include information from transactions that took place between 6 00 and 9 00 of each day within the date range Time Interval box You can enter a time interval by which the program will group the data in the report The program will group the data by whatever number of minutes you enter in the Time Interval box For instance if you enter 30
35. dispatcher usually types this information manually at the Point of Sale but the Frequent Diner Delivery program can accelerate this task by assigning default area codes phone exchanges and or delivery zones You can also associate cities states and zip codes to specific phone exchanges If this customer calls again the dispatcher will already have their telephone number and address and can perform a quick search based on the customer s phone number The program will immediately display the customer s record which the dispatcher can simply verify You might prefer to use an even quicker tool a Caller ID unit With a Caller ID unit you have the caller s telephone number immediately You can set your program to take the telephone number directly from your Caller ID saving the dispatcher the time and effort of entering the data The dispatcher can simply confirm that the information is accurate 38 e Digital Dining Frequent Diner Delivery User s Guide Delivery Basics If a previous customer calls again the program can run a search immediately when your dispatcher takes the call You will already have the contact information as well as the customer s last order If this particular customer tends to order the same items you can use the Reorder option to reorder the previous menu items automatically If you are interested in using Caller ID with Point of Sale contact your dealer for more information Note The default an
36. fo No of Complaints fo Available FD Points _ Details ep creas Last Complaint Date area The Last Purchase box displays the date of the customer s last purchase By clicking Details you can view the customer s last order The Last Complaint box displays the date of the customer s last complaint if any By clicking Details you can view the customer s last complaint Current area The program will adjust all of the totals in the Current area if a customer receives a coupon or if you use the Deduct Batch Rewards utility No of Purchases The customer s current number of purchases Value of Purchases The customer s current value of purchases in monetary terms No of Menu Items The customer s current number of purchased menu items No of Complaints The customer s current number of complaints Frequent Diner Delivery User s Guide e 101 Customers Menu Available area The Available area includes the two boxes the FD Points box and the FD Credit box displays The FD Points box displays the customer s current amount of available frequent diner points The FD Credit box displays the customer s current amount of available frequent diner credit Digital Dining adjusts the totals in the Available area if a customer receives a coupon uses a reward credit or if you use the Deduct Batch Rewards utility However you can adjust these totals manually Total area The program r
37. have been delivered If you tap Paid the Selection Panel will display orders that have been delivered and paid for You can filter orders by one or more of these options You can also tap Include All on the Command panel to select all of these options or tap Exclude All to clear all of these options After selecting one or more appropriate options click Accept on the Command panel to view the filtered orders in the Access Orders screen If you tap Zone On Zone Off the POS will display the Zone Filter screen This screen features a button for each delivery zone you have defined in the Frequent Diner Delivery program If you tap one of these buttons for example Zone 1 the Selection Panel will display orders for customers in that zone If you tap more than one zone button the Selection panel will display orders for customers within all of the zones you ve selected If you tap None the Selection panel will display orders Frequent Diner Delivery User s Guide e 201 Delivery at the POS associated with no delivery zones You can also tap Include All in the Command panel to select all of these options or tap Exclude All to clear all of these options After selecting one or more appropriate zones click Accept on the Command panel to view the filtered orders in the Access Orders screen To return to the Assign Orders screen tap Assign Orders in the Command panel Driver Assignment Screen After creating one or more orders in the Access Or
38. itself But before you can do that you must decide what kind of plan you want to create What reward do you want to offer a credit or coupon If it is a coupon where will it print at the Point of Sale POS or in the Back Office Will the coupon expire If so when How will your customers accumulate points And what will the point level be 24 e Digital Dining Frequent Diner Delivery User s Guide Setting Up a Frequent Dining Plan For our tutorial you will create a simple plan that gives customers a coupon for a free salad You want the coupon to expire 30 days after it prints You want this coupon to print at the POS Your customers will earn this coupon after visiting the restaurant five times Before creating a plan we will briefly examine the Frequent Dining Plan Maintenance window Sg Frequent Dining Plan Maintenance Number of Days fis Short Description Free San Accumulate No of Menu Items x Print Mode Immediate POS 7 Coupon Name Free Sandwich x Expiration Mode No of Days x New Plan Free Sandwich PLU Code Range 1000 To 3999 Level fio o Convert 1 0000 Amount foo 0 Cost 20 8 8 Credit Print V Include Special Items Adjust by Discounts D Save Reset Accumulate list Delete The Frequent Diner Delivery program operates on a point system It gives a certain number of points to a customer and then prints the coupon after a customer accumulates a spe
39. list Digital Dining Frequent Diner Delivery User s Guide e 121 Reports Menu Sorting list You can also control how the program organizes the information in a report by selecting a sorting option from Sorting list The program will sort records in alphabetical and or numerical order by whatever item you select in the Sorting list You can sort your customer records by any of the following criteria Last Name Click Last Name to sort your report by the last name of each customer Sort Name Click Sort Name to sort your report by the search name of each customer Company Name Click Company Name to sort your report by the name of each customer s company Last Purchase Click Last Purchase Date to sort your report by the last Date purchase date of each customer PTD Purchases Click PTD Purchases to sort your report by the purchases of each customer for the present period to date PTD Value of Click PTD Value of Purchases to sort your report by Purchases the value of purchases of each customer for the present period to date PTD Points Click PTD Points to sort your report by the frequent diner points of each customer for the present period to date PTD Complaints Click PTD Complaints to sort your report by the number of complaints of each customer for the present period to date Total Purchases Click Total Purchases to sort your report by the total purchases of each customer Total Value of Click Total Value of Purchas
40. need to appear on a reward coupon You can remove any unnecessary information and customize the text for your restaurant The Reward Coupon Maintenance window features three tabs Body Header and Footer Each tab contains a Layout box Any text you enter in the Layout box of the Header tab will print immediately above the text of the Body tab Any text you enter in the Layout box of the Footer tab will print immediately below the text of the Body tab Layout box Reward Coupon Maintenance Short Description Free Sal BOLD ON GLRESTAVURANT NAME G BOLD OFF G LBOLD_ON RESTAVRANT_ADDR C BOLD_ OFF BOLD ON GL RESTAURANT_ADDRIG BOLD_OFF BOLD ON G RESTAURANT PHONE G BOLD OFF BOLD_ON G PROFIT_CENTER_DESC G BOLD_ OFF G DATE G his Coupon is issued to CUST_TITLE EIRST_NAME LAST_NAME SKIP_ BLANK G COMPANY ompany Name G COMPANY G SKIP_ END ast Purchase Bate G LAST_PURCH_DATE Last Check Number LAST_CHECK_NO 82 e Digital Dining Frequent Diner Delivery User s Guide Layouts Menu Complaint Coupon Maintenance A complaint coupon is a reward given to a customer as compensation for some complaint You can create a complaint coupon and associate it with a particular complaint reason If a customer ever makes a complaint that matches one of your complaint reasons the server can select that complaint reason and the program will automatically print the appropriate complaint coupon
41. new customer into the plan But you still can t use the Frequent Diner Delivery program at the POS To do that you must create a Frequent Diner check option in the Digital Dining Setup program and then add that check option to a window of check options Frequent Diner Delivery User s Guide Setting Up a Frequent Dining Plan Frequent Diner Check Option Digital Dining Like all Digital Dining check options you must create the Frequent Diner check option in the Check Option Maintenance window of the Digital Dining Setup program for more information on check options see the Digital Dining Setup User s Guide To Open the Setup Program 1 2 3 4 5 Note On the Taskbar click Start and point to Programs Point to Digital Dining and then click Setup In the Name box type your Digital Dining access name Press the TAB key and then type your password Click OK Your System Administrator assigns passwords based upon your position title Access rights to the program are defined by position titles For more information please refer to the Digital Dining Setup User s Guide or your System Administrator Frequent Diner Delivery User s Guide e 33 Setting Up a Frequent Dining Plan To Add a Frequent Diner Check Option 1 On the Misc menu click Check Options 2 Click Add at Check Option Maintenance Abort Warning list Short Description F Custa Password Level 4 0 gt Function 1 Customer Search a Me
42. of purchases of the customers Current Credit Click Current Credit to filter your report by the reward credit of the customers for the present period to date Total Credit Click Total Credit to filter your report by the total reward credit of the customers PTD Number of Click PTD Number of Complaints to filter your report Complaints by the number of complaints of the customers for the present period to date Total Number of Click Total Number of Complaints to filter your report Complaints by the total number of complaints of the customers Main Interest Click Main Interest to filter your report by the primary special interests of the customers Click FD Plans to filter your report by the frequent dining plans of the customers Zip Code Click Zip Code to filter your report by the zip codes of the customers Delivery Zone Click Delivery Zone to filter your report by the delivery zones of the customers 148 e Digital Dining Frequent Diner Delivery User s Guide Digital Dining Reports Menu Default Range list If you select a default range from this list this default range will appear in the Range list of the Menu Item Sales Report window Cash Sales check box You should select Cash Sales if you wish to include cash sales in your report Zero Priced Items check box You should select Zero Priced Items if you wish to include zero priced items in your report Staff ID boxes You can enter a range of staff ID numbe
43. s 10 anniversary To display this information on a check or coupon layout you should use the Special Occasion Age tokens such as OCSN AGE NUMERAL 1 OCSN AGE ORDINAL 1 or OCSN_ AGETEXT ORDINAL 1 Note Occasion labels Each Special Occasion list also has an accompanying Occasion label which should label the content s of the Name box You can rename the Occasion label in the Special Occasion Maintenance window For instance if you create a special occasion named Wedding Anniversary you might rename the Occasion label to display as Spouse s Name You can drill through to the Special Occasion Maintenance window by double clicking the Occasion label for more information see Special Occasion Maintenance on page 61 Name boxes Each Special Occasion list also has an accompanying Name box You can also enter an additional name in the Name box for special occasions involving persons other than the customer For example if the special occasion is Wedding Anniversary you can enter the name of the customer s spouse in the Name box Frequent Diner Delivery User s Guide e 105 Customers Menu Customer Record Maintenance Window Messages Tab The Messages tab of the Customer Record Maintenance window features two text boxes POS Message and Delivery Instructions Both of these text boxes offer you a place to record additional information regarding an individual customer Sg Customer Recor
44. select No of Days then type 0 in the Number of Days box Frequent Diner Delivery User s Guide e 89 Plans Menu 90 e Digital Dining New Plan list A customer can enroll in only one plan at a time However you can set a plan to escalate that 1s to switch to another plan automatically after the customer reaches the reward level If you want this plan to escalate to a new frequent dining plan select the new plan from the New Plan list Number of Days box If you select No of Days as the Expiration Mode then you must enter the number of days that the coupon will be valid If you click No of Days as Coupon Name Free Sandwich your Expiration Mode Expiration Mode Ofk Dai lt New Plan Free Sandwich x Number of Days then the Number of Days _ box will appear Date of Expiration box If you select Selected Date as the Expiration Mode then you must enter the date that the coupon will expire You can type the date directly into the Date of Expiration box click the scrolling arrows to select a date month or year or click the calendar arrow to select the date from a calendar box If you click Selected Date as Coupon Name Free Sandwich 7 your Expiration Mode Expiration Mode Selected Date x New Plan Free Sandwich Date of Expiration 0970872000 7 then the Date of Expiration yi ONO ial 3 box will appear PLU Code Range boxes You can specify a range of eligible men
45. ten or more minutes POS Entries Window Misc Tab The Misc Miscellaneous tab of the POS Entries window allows you associate special check options with individual customer records as well as set a minimum driver delivery time and a maximum number of orders assigned to a driver You can also select a check layout that will print at the POS specifically for delivery drivers Digital Dining Frequent Diner Delivery User s Guide e 75 Setup Menu Check Option Window Frequent Diner Pos Displa naa sie Table Number M Check Number V Check Name M Order Time l Phone Number M Address Dispatch Layout Dispatch Ticket gt Minimum Driver Out Time fo Assigned Check Maximum 3 The Delivery Check Option Window and Dine In Check Option Window lists allow you to associate special check options with individual customer records You can create special check options in the Digital Dining Setup program to use with the Frequent Diner Delivery program You can then put these new check options into one or more windows of check options Having created a window of special check options you can then select this window of check options in either the Delivery or Dine In Check Option Window lists If you select a window of check options in the Delivery Check Option Window list all of the check options in that window of check options will appear in the Delivery Check Option list of the Misc tab of the Customer Record Maintenanc
46. the check s you want to review and tap Select from the Command panel After you select the checks you can tap Detail from the Command panel to see the check information for each of the checks in the Display panel Pay Driver Run Digital Dining When drivers return from delivering their order s you can have them pay the checks by using the Pay Driver Run register option After you tap Register Options from the Command panel and Pay Driver Run from the Selection panel the POS will display all the drivers who are currently clocked in You can tap one driver multiple drivers or all drivers or you can tap Include All from the Command panel After you select the drivers tap Accept from the Command panel Then the POS program will display all the delivery zones you have defined if any You can tap one multiple or all delivery zones After you select the delivery zones tap Accept from the Command panel At this point the POS program will display a list of open checks that have passed through the previous two screens you can think of them as filters Highlight the check s you want to pay and tap Select from the Command panel After you select the checks tap Accept from the Command panel You can tap Pay Fast Pay Cash or Pay Other from the Command panel to close the check s If you tap Pay Fast the POS will ask if you want to pay the check s If you tap Yes the POS program will automatically pay all the checks with cash and return
47. the association Then you can associate the check to the correct customer You will probably not wish to include the Clear Delivery Customer function as part of your standard Delivery Customer check option because you will use it fairly infrequently Most users include it in a separate check option such as Clear Customer and add the check option to their standard window of check options for more information see Check Option Functions on page 184 204 e Digital Dining Frequent Diner Delivery User s Guide Delivery at the POS Customer Search The Customer Search check option function allows you to search for customer records at the POS Using this function you can search for customer records by a customer s name telephone number member ID number search name search company or credit card number If your register is set to use the Delivery Assignment register type your dispatchers will not need to use this check option function the POS will prompt your dispatchers to select or create a delivery customer record before creating a new check Display Last Order If you add the Display Last Order check option function in your standard Delivery Customer check option the program will display the customer s last order at the POS After you select the customer the check window will display each item of the customer s previous order as a menu item button You can reorder the entire previous order or certain i
48. using the Report Format list on the Main tab of the Complaints Report Maintenance Window The Complaint Audit format of the Complaints Report allows you to generate a report that lists each complaint that a frequent dining delivery customer submitted for the date range or period you provide Date Operator Wizard Complaint Type Anders Overcooked Food Waited too long Anders Total Speck Overcooked Food Overcooked Food Poor Service Poor Service Speck Total Rodger Overcooked Food Waited too long Waited too long Rodger Total Grange Overcooked Food Overcooked Food Waited too long Grange Total Farmer Poor Service Overcooked Food Overcooked Food Overcooked Food Farmer Total Grand Total 2 13 03 17 31 36 Complaint Detail Steak Tough 1 Steak Tough Waited 45 Minutes 1 1 Dry Meat Pizza Was Cold 60 Min Wait 1 Waited Too Long Steak Tough Steak Tough 1 5 DD CAFE Audit Complaints Sorted By Last Name Grouped By Customer Customer Ms Judy Andersen Ms Judy Andersen Mr Mr Mr Mr Mr Mr Mr Pres Graham Granger Pres Graham Granger Pres Graham Granger Mr Mr Mr Mr Paul Speckman Paul Speckman Paul Speckman Paul Speckman Wayne Rodgers Wayne Rodgers Wayne Rodgers John Farmer John Farmer John Farmer John Farmer FD Plan Silver Family Silver Silver Silver Silver New FD Plan New FD Plan Silver Free Sandwich Free Sandwich Fre
49. would enter June 01 and 2000 in the first set of boxes and August 31 and 2000 in the second set of lists The report will then include only customer records with special occasions with dates that fall within that three month period 126 e Digital Dining Frequent Diner Delivery User s Guide Reports Menu If you select Year perantttatee ELILE LIELIE EETA TIES ERE IERES TEE ESS TEAR TERE ANS AE RESTS PSAP SPIT LEIP OSE BS psbtsentsvereseeecersererensesessersspresesics V Use Dates Year C Anniversary June i i 2000 TO Aug 31 2000 the Year lists will appear If you select Anniversary the two sets of Date Range lists will each include an Anniversary Age box You can select an appropriate date and month for your starting and ending date range but you can also enter the anniversary age in the starting and ending Anniversary Age boxes For example if you wish to view a report of customer records with special occasions in the months of June July and August that is from June 1 to August 31 but only special occasions that are 10 to 20 years old you would enter June 01 and 10 in the first set of boxes and August 31 and 20 in the second set of boxes The report will then include only customer records with special occasions whose 10 to 20 anniversary fall within June 1 and August 31 If you select Anniversary
50. you print this report at the No Sale Reports window You can select one of the following optional input criteria Frequent Dining Click Frequent Dining Plan to filter your report by the Plan frequent dining plan of the customers Special Interests Click Special Interests to filter your report by the special interests of the customers Zip Code Click Zip Code to filter your report by the zip codes of the customers Delivery Zone Click Delivery Zone to filter your report by the delivery zones of the customers PTD Purchases Click PTD Purchases to filter your report by the purchases of the customers for the present period to date PTD Value of Click PTD Value of Purchases to filter your report by Purchases the value of purchases of the customers for the present period to date PTD Points Click PTD Points to filter your report by the frequent diner points of the customers for the present period to date PTD Complaints Click PTD Complaints to filter your report by the number of complaints of the customers for the present period to date Total Purchases Click Total Purchases to filter your report by the total purchases of the customers Total Value of Click Total Value of Purchases to filter your report by Purchases the total value of purchases of the customers Total Points Click Total Points to filter your report by the total frequent diner points of the customers Total Complaints Click Total Complaints to filter your report
51. you to the Register Options screen Frequent Diner Delivery User s Guide e 207 Index A Assigned Check Maximum box TI Assignment area 73 C Change Driver Assignment 186 205 Change Add Delivery Instructions 184 204 Check Maintenance Delivery 188 Frequent Diner 182 Check Option Functions Change Add Delivery Instructions 184 204 Clear Delivery Customer 204 Clear Frequent Diner Customer 196 Customer Search 197 Delivery 184 Delivery at the POS 204 Display Last Order 186 205 Edit Customer Points 197 Frequent Diner 179 Frequent Diner at the POS 196 Frequent Diner Status Report 197 Set Delivery Time 186 205 Clear Delivery Customer 204 Clear Frequent Diner Customer 196 Complaint Coupon Maintenance Window 58 83 Complaint Reason Maintenance Window 64 Main Tab 65 Memo Tab 65 Digital Dining Index Complaint Reasons 58 Complaints Setup Requirements 59 Complaints Report Maintenance 132 Complaints Report Maintenance Window Complaint Tab 139 Day Tab 139 Interest Tab 138 Main Tab 132 Memo Tab 139 Profit Cnt Tab 138 Zip Code Tab 139 Zone Tab 139 Complaints Reports 58 Coupons 22 Customer Label Maintenance Window 109 Main Tab 109 Memo Tab 110 Customer PTD Reset 110 Customer Purchase History Window 176 Filter Window 177 Customer Record Maintenance Window 97 Available area 102 Current area 101 Date area 101 Interests Tab 103 Main Tab 98 Memo Tab 108 Messages Tab 106 Misc Tab 107 Occasions Tab 104
52. you use information from at least one other Sometimes more maintenance window which can be either a Set Up or User maintenance window Generally a Set Up maintenance window only requires that you create an item description and short description as shown below S Set Up Maintenance ___ltem Description box _Short Description box A User maintenance window however requires that you access and insert information you have created with either another User maintenance window or a Set Up maintenance window When you select information from a list in Digital Dining you are almost always selecting information you have created in a different maintenance window If you cannot find the information you want in the list you can often drill through the window to open a different maintenance window to create the information that you want You can then select the new item from the list in the original maintenance window Drilling Through Digital Dining The drilling through feature is available to most Digital Dining programs When you drill through a maintenance window another maintenance window appears You then create new information on this maintenance window close it and then choose the newly created information from the list you just drilled through For example let s say you re working with the Inventory program and you have the Inventory Item Maintenance window active You can drill through the Inventory
53. your main window of check options You must also add two Delivery register options to your main window of register options 46 e Digital Dining Frequent Diner Delivery User s Guide Setting Up a Delivery Service Delivery Check Option Digital Dining Like all Digital Dining check options you must create the Delivery check option in the Check Option Maintenance window of the Digital Dining Setup program for more information on check options see the Digital Dining Setup User s Guide To Open the Setup Program 1 2 3 4 5 Note On the Taskbar click Start and point to Programs Point to Digital Dining and then click Setup In the Name box type your Digital Dining access name Press the TAB key and then type your password Click OK Your System Administrator assigns passwords based upon your position title Access rights to the program are defined by position titles For more information please refer to the Digital Dining Setup User s Guide or your System Administrator Frequent Diner Delivery User s Guide e 47 Setting Up a Delivery Service 48 e Digital Dining To Add a Delivery Check Option 1 On the Windows menu point to the Check Options Maintenance submenu then click Check Option Definition 2 Click Add aU Check Option Maintenance View Add Son List Delivery Customer x Delivery Customer Abort Warning list Short Description Delivery Password Level 4 0 gt Funct
54. 12 20 02 0 302 00 12858 56 0 2186 149 00 98 00 8 00 1844 0 12 30 99 0 4 9012 Ms Lynn Mcintosh 2 11 02 0 5 00 296 84 0 39 17 00 37 00 00 37 00 12 30 99 0 0 GoldTotals 0 614 00 26310 80 0 4450 332 00 270 00 16 00 3762 0 0 8 New FD Plan JJJJJJJJ Jj J 8 7 02 0 94 00 1691 98 0 236 20 37 1167 40 00 860 70 12 30 99 0 3 NC39 John H Johnson 41 22 03 0 1 00 33 50 0 2 00 00 00 00 12 30 99 0 0 787532588522365 Tony Jones 3 1 02 0 1 00 18 95 0 2 00 00 00 00 12 30 99 0 0 NC38 fi 11 12 02 0 1 00 27 50 0 2 00 00 00 00 12 30 99 0 0 New FD PlanTotals 0 194 00 3543 86 0 484 40 74 2334 80 00 1721 4 0 6 Silver 7777 Mr Rob Miller 11 14 02 0 94 00 1705 70 0 235 23 70 1214 70 00 907 70 12 30 99 0 3 3333 Mr Wayne Rodgers 11 14 02 0 126 00 5308 00 0 594 219 00 2570 00 28 00 2305 0 2 10 03 0 3 NC13TOM SMITH Bob Thomas 2 11 02 0 7 00 193 25 0 30 20 29 73 30 00 73 30 12 30 99 0 0 4567 Ms Anne Willer 3 6 02 0 14 00 462 20 0 69 00 18 00 00 18 00 12 30 99 0 0 SilverTotals 0 482 00 15338 30 0 1856 525 98 7752 00 56 00 6608 0 0 12 Grand Totals 0 2600 00 91930 92 0 13756 1941 96 20858 12 1689 00 25727 0 52 Reports Menu DD CAFE Date 2 4103 15 42 56 Operator Wizard Customer List by Plan Last Purchase Date Range 01 01 2002 to 02 04 2003 Sorted By LastName Grouped By Frequent Diner Plan Filtered By Total Purchase Count Total Purchase Value Total Points Value Customer No Customer Plan Occassions Name Ms Judy Andersen None Wedding Anniversary
55. 370 Steel Mill Dr Springfield 23508 1234 703 912 3000x 1 Pres Graham Granger Menusoft 7370 Steel Mill Dr Springfield 703 912 3000x Building 16 Room 101 Free SandwichtT otal End of Report You can customize how and what reports show by defining reports for more information see No Sale Reports Maintenance Window Main Tab on page 164 No Sale Report Sales Summary Format You can change the report format by using the Report Format list on the Main tab of the No Sale Report Maintenance Window The Sales Summary format of the No Sale Report allows you to generate a report that lists the sales totals for those frequent dining delivery customers who have not made a frequent dining delivery purchase for the date range or period you provide 174 e Digital Dining Frequent Diner Delivery User s Guide Reports Menu DD CAFE Date 2 4103 16 02 27 Page 1 Operator Wizard Customers w No Ord Last Purchase Date Range 01 01 2003 to 02 04 2003 Sorted By Last Purchase Date Grouped By Frequent Diner Plan SubGrouped By Delivery Zone Filtered By Interests Sales Type Prep Type Profit Center Plu Cash Sales Zero Priced Items FD Plans Purchases Sales Value Items Count Credit Points Complaints Member No Name Last PTD Total PTD Total PTD Total Current Total Current Total Last PTD Total Family None 3456 Ms Julie Wilson 12 20 02 0 5 00 386 25 0 44 36 13 36 13 386 25 386 25 12 30 99 0 0 1234 Mr Paul Speckman 2
56. 43 DI Gio arene ene EN P ne en PN SEAT nt no E A OTR PENCE Hea AE SEPA 43 Opening the Frequent Diner Delivery Program cc ccc ceeseeeeseseeccceeeeeeeeeeeeeaaaes 44 petting Op POS Fates tor Denver y eiii e tt autcedes 45 Digital Dining Setup Requirements srias ne e E eda ec EON 46 Delve Chec KOPIO mian n Ret ES oN neReN ati SHER oe Rei NER ee nen Nee So 47 Delivery Window O01 Check OPU ONS aridan a elected adediometnashs 49 Delivery Window Or Redster O DHONS saaien e a aa aai 50 Digital Dining Back Office Requirement ccccccseeeeeeeceeeeeeeeeeeeaaesseeeeeeeeees 52 Staff Department Maintenant sesacodieiisa sae AE a AE E OE EATR 52 ii e Digital Dining Frequent Diner Delivery User s Guide Contents Stak Member Naimtenance osineen ea a ateansctan em mdse 54 Complaints snc aceveces artesian cece ucaseceescssceeceateascavs sacussectsteuesiecsncasssusanee 57 OTS Wasa ss ese asa she acca A a ac eee 31 How Complaints Wolk ruoinsreia o eee aen EE E east adultes 57 Compliant REASONS rorirori eiaa E E TO O 58 Complaint COUPONS srie a a E E R teense 58 Complaints REDOTIS ieron EE E TE ATA 58 Digital Dining Setup Requirements ccccccccccccssssssseseeeeeceeeeeeeeeeeeeaasseeeeseeeeees 59 SCUD MENI oaii E 61 OVENI OW ennt E A E aandetens 61 Special Occasion Maintenant essc errn a ce eee 6l Special Occasion Maintenance Window Main Tab ou cccccccccccccccccccccccecececeeeeeeeeeeeeeeeeeeeeeeeees 62 Special Occasion Mai
57. 6 Ro Building 16 Ro Building 16 Ro Springfield Springfield Springfield HH HH 7370 Steel Mill Dr 7370 Steel Mill Dr Grange Total Farmer Total Grand Total Digital Dining 1 Mr Mr Mr Mr 1 5 Farmer Farmer Farmer Farmer John John John John You can customize how and what reports show by defining reports for more 3703 Ridge Road 3703 Ridge Road 3703 Ridge Road 3703 Ridge Road Columbia Columbia Columbia Columbia End of Report Zip Code Phone Number 703 912 3000 703 912 3000 703 912 3000 703 912 3000 703 912 3000 703 912 3000 703 912 3000 703 912 3000 703 912 3000 703 912 3000 703 912 3000 703 912 3000 703 912 3000 703 912 3000 703 912 3000 703 912 3000 Reports Menu Complaint Type Overcooked Food Waited too long Overcooked Food Overcooked Food Poor Service Poor Service Overcooked Food Waited too long Waited too long Overcooked Food Overcooked Food Waited too long Poor Service Overcooked Food Overcooked Food Overcooked Food Complaint Detail Steak Tough Steak Tough Waited 45 Dry Meat Pizza Was Cold 60 Min Wait Waited Too Long Steak Tough Steak Tough information see Complaints Report Maintenance Window Main Tab on page 132 Frequent Diner Delivery User s Guide e 141 Reports Menu Complaints Report Complaint Audit Format You can change the report format by
58. 7 Types of 11 Menu Item Sales Report Maintenance Window 144 Days Tab 151 Interests Tab 151 Main Tab 144 Memo Tab 153 Plans Tab 151 Prep Grps Tab 150 Prep Types Tab 150 Profit Ctrs Tab 150 Sales Typ Tab 150 Totals Tab 152 Zip Tab 152 Zones Tabs 151 Minimum Driver Out Time box 77 N New Entries area 78 No Sale Reports Maintenance Window 164 Days Tab 171 Interests Tab 171 Main Tab 164 Memo Tab 173 Plans Tab 171 Prep Grps Tab 170 Prep Types Tab 170 Profit Ctrs Tab 170 Frequent Diner Delivery User s Guide Sales Types Tab 170 Totals Tab 172 Zip Tab 171 Zones Tab 171 O Order area 74 Orders Report area 75 P Pay Driver Run 187 207 Phone Exchange Maintenance Window 66 Main Tab 66 Memo Tab 67 Phone Number Prompt area 73 POS Display area 76 POS Entries Assigned Check Maximum box 77 Assignment area 73 Customer Search area 73 Dispatch Layout list 77 Forced Entries area 80 Minimum Driver Out Time box 77 New Entries area 78 Order area 74 Orders Report area 75 Phone Number Prompt area 73 POS Display area 76 POS Entries Window 72 Main Tab 72 Memo Tab 80 Misc Tab 75 New Entry Tab 77 Printed Applications 16 R Receipts Frequent Diner 183 Register Options Change Driver Assignment 186 205 Delivery 186 Delivery at the POS 205 Delivery Late Orders Report 186 206 Digital Dining Index Delivery Set Late Time 187 206 Driver Select 187 206 Driver Single 187 207 List All Assigned 187 207
59. Crean a Preque nt iii Planesa a E cas 24 Accum ATC eu macercsas tease enaneeds tuana a oarmnee ncaa a haunt toad ita then 25 Pint WIGS diblaen a a cen endonsuamiamadddbasatetendoiubendiacndlt alan 25 Coupon ING 1S so os ade tansseetaude oeeuareadetodeatec ocaectevde a teat r a a ra 26 Expiration Node hc Sanpete nent ete et nt Gene ete dE ten ee er eee ee 26 NOMO or Day DOr ania N RR ese re en ee E nee eee a eee 26 Reward Description DOR serce a 26 Pon Level bO keunana E E A a aa 2I Print and Credit cheek DOK CS aienti N A E E 2 Creatine a Reward COUponsinienise a a a ae 28 Setting Up POS Entries for Frequent Dimet ccccccccccssessseeeseseeeeeeeeeeeeees 30 Creatine Customer RECOLS ooer nists ain toate eae eens T 31 Digital Dining Setup Requirements ssssrcsisrsiierssrrsiirisiseriiiririis iisk iei ierre ierd ir ias 32 Frequent Diner Check OPON ive esis cantare iat E e EE a ees 33 Frequent Diner Window of Check Options cccccccccccccccccecceceeeceeecceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 35 DICIIVGIY BaSe Sinar 37 OKEI EW eraa A T T A TT 37 Denver Order LIC CYO aiiin aa a wuctseivaaess 38 RAKE WG Orde T ii EAA E AE EAE a Inde TO 38 Assien the Order to a DI Ver ooo s ccsics eansisws chacvcvosadioatevatecnaseuded dsb n eaaa SEa E aa 39 Dever ZONES aean E apes en araeetuaaeaeaeeaane eames 39 Pay the RGSS E emane a a teats eels ceredasd altel teat ais tag 4 Setting Up a Delivery ServiCe ccccescceseeeeeeeeeeeeeneeeeseeeeeees
60. Delivery Zone Maintenance window you can create up to 24 delivery zones When you enter a delivery zone name in the Item Description box the system captures the first eight characters of the description including spaces and displays these characters in the Short Description box Delivery Zone Maintenance lel E3 i er Zone 2 7 Zone 2 DMemo Short Description Zone 2 Delivery Check Options Delivery Customer Save Reset Delete Delivery Check Options list The Delivery Check Options list allows you to associate a delivery zone with a check option If you associate a delivery zone with a check option the POS automatically associates new customer records with the check option associated with their delivery zones For instance you might associate a delivery zone Zone 1 with a delivery check option Delivery Charge At the POS if you create a new customer record and select Zone 1 the POS will automatically associate that customer record with the Delivery Charge check option Furthermore the POS will run the Delivery Charge immediately after you create the new record To associate a delivery zone with a check option select an appropriate check option in the Delivery Check Options list The Delivery Check Options list includes all the check options associated with the check option window selected in the Delivery Check Option Window list on the Misc tab of the POS Entries
61. Frequent Diner Delivery User s Guide Release 7 3 300 The Restaurant Solution By MenuSoft Systems Corporation Frequent Diner Delivery User s Guide Release 7 3 300 9 9 2004 Copyright Notification Copyright 2002 MenuSoft Systems Corporation All rights reserved This publication its associated on line documentation and the Software to which they relate are protected by copyright law and international treaties No part of this publication may be reproduced transmitted or translated into any language or computer language in any form or by any means electronic mechanical magnetic optical chemical manual or otherwise without the prior express written permission of MenuSoft Systems Corporation 7370 Steel Mill Drive Springfield VA 22150 Trademarks Digital Dining is a registered trademark of MenuSoft Systems Corporation Crystal Reports is a trademark of Seagate Software Information Management Group Inc or one of its subsidiaries This publication was created using Microsoft Word for Windows by Microsoft Corporation Microsoft is a registered trademark and Windows is a trademark of Microsoft Corporation This publication and its associated on line Help and HTML files were produced using Doc To Help by WexTech Systems Inc Doc To Help is a registered trademark of WexTech Systems Inc All other trademarks registered trademarks service marks or product names mentioned in this document are believed t
62. Frequent Diner Delivery User s Guide We also describe a how we ve organized the rest of the Frequent Diner Delivery User s Guide and b how you can contact technical and sales support About Digital Dining Digital Dining for Windows runs on the Microsoft Windows 95 98 2000 and NT operating systems Digital Dining for Windows is comprised of four programs Digital Dining Setup Digital Dining Back Office Digital Dining Point of Sale v v v Ww Digital Dining Frequent Diner Delivery The Digital Dining Frequent Diner Delivery program is fully integrated with the Digital Dining POS database The Digital Dining Documentation Set Release 7 3 300 of Menusoft s Digital Dining documentation set includes the following publications Digital Dining Setup User s Guide Informs users how to set up and customize Digital Dining Digital Dining Back Office User s Guide Informs the restaurant owner and management staff on all back office or management features and functions Digital Dining Frequent Diner Delivery User s Guide e 1 Introduction Digital Dining POS User s Guide Informs end users about Digital Dining s Point of Sale features and functions Digital Dining Frequent Diner Delivery User s Guide Informs end users about the Frequent Diner Delivery program and its features and functions Digital Dining Inventory User s Guide Informs end users about the Inventory program within the Digital Dining
63. Name to sort your report by the search name of each customer Company Click Company Name to sort your report by the name of Name each customer s company Last Purchase Click Last Purchase Date to sort your report by the last Date purchase date of each customer PTD Purchases Click PTD Purchases to sort your report by the number of purchases of each customer for the present period to date PTD Value of Click PTD Value of Purchases to sort your report by the Purchases value of purchases of each customer for the present period to date PTD Points Click PTD Points to sort your report by the frequent diner points of each customer for the present period to date PTD Click PTD Complaints to sort your report by the number of Complaints complaints of each customer for the present period to date Total Click Total Purchases to sort your report by the total Purchases number of purchases of each customer Total Value of Click Total Value of Purchases to sort your report by the Purchases total value of purchases of each customer Total Points Click Total Points to sort your report by the total frequent diner points of each customer Total Click Total Complaints to sort your report by the total Complaints number of complaints of each customer Frequent Diner Delivery User s Guide e 167 Reports Menu Optional Input list If you select an optional input the program will display a filter window for the selected data each time
64. Record Maintenam e Fie Es Find Next Prev Special Occasion list PONS p lMain 2 Puchase 3 Sale 4nterests 5 Occasion 6 Mespages Z Misc D Memo Member s Birthday x 12 27 1964 Name Spouse s Birthday 0571671966 Name Rob Wedding Anniversa 0972471994 S Spouse s Name Rob oi70171997 f gt None ors 0170171987 f7 None pm a ni7arri9a7 Fee None Save Reset Delete Exit Special Occasion lists The Occasions tab features six Special Occasion lists from each of which you can select a special occasion to associate with the customer The Special 104 e Digital Dining Frequent Diner Delivery User s Guide Digital Dining Customers Menu Occasion lists will display all the special occasions you have created in the Special Occasion Maintenance window Occasion Date boxes Each Special Occasion list has an accompanying Occasion Date box Here you can enter the date of the customer s special occasion You can type the date directly into the Occasion Date box click scrolling arrows to select a date month or year or click the calendar arrow to select the date from a calendar box By entering the date of the first occurrence of the occasion here the program can automatically determine the age of the recurring dates For instance if you enter a customer s wedding anniversary as 11 15 90 then the program can calculate that the 11 15 00 is the customer
65. Setup and Back Office programs with the Frequent Diner Delivery program Frequent Diner at the POS This section describes how to use the Frequent Diner Delivery program at the Point of Sale for frequent diner service Delivery at the POS This section describes how to use the Frequent Diner Delivery program at the Point of Sale for delivery service Frequent Diner Delivery User s Guide Introduction What s New For the most recent information about the latest additions to any of the Digital Dining programs click What s New on the Help menu Technical Support Digital Dining Your local dealer provides all technical support and sales support If you cannot access parts of the Digital Dining Frequent Diner Delivery program check with your Digital Dining System Administrator possibly a dealer or restaurant employee He or she can set or change the system access permissions to specific Digital Dining programs Please check with your System Administrator for any questions regarding access permissions to the Frequent Diner Delivery program Frequent Diner Delivery User s Guide e 5 Digital Dining Basics Digital Dining Basics Overview This chapter describes the windows functions and features that are common to all of the Digital Dining programs In it you will find detailed gt Descriptions of the different maintenance windows gt Procedures for drilling through a maintenance window gt Descriptions of
66. The Set Delivery Time check option function allows you to set the time that a delivery is likely to take Typically you will use this feature to associate the delivery time either with individual customers or with delivery zones Register Options The Digital Dining Setup program includes many register options that only work with delivery service You can add these register options to your main window of register options By doing so you can then use these special delivery register options at the POS You can add new delivery register options in the Window of Register Options Maintenance window of the Digital Dining Setup program for more information see Window of Register Options Maintenance Window in the Digital Dining Setup User s Guide Change Driver Assignment The Change Driver Assignment register option allows you to unassign delivery orders from one or more drivers and reassign them to another driver Delivery Late Orders Report The Delivery Late Orders Report register option allows you to access the Late Orders Report The report will list any orders that have not been assigned after a 186 e Digital Dining Frequent Diner Delivery User s Guide Digital Dining Setup and Back Office Features specified time limit as set in the Orders Report area of the POS Entries window For instance you might enter a Late Order Min of ten minutes Later at the POS if you select the Late Orders Report option the program will di
67. Type label if you need to create a new inventory type for this inventory item Frequent Diner Delivery User s Guide e 11 Digital Dining Basics Inventory Item Maintenance Bind Next Pe Bedor Faer Double click the item Code 1001 Item Description Amaretto Inventory Type label to drill through to U zg the Inventory Type ee Amaretto _ Average Cost Maintenance window N a Fis Liquor e Last Cost You can then create Aada Pa weekly Yield Percentage a new inven tory typ Prefer Purchase Unit lite Storage Purchase Ratio and use it for the Strage Unt a Usage Storage Ratio current inventory item ames tie Fiuid Ounce Total Par Key Item Vv Total Minimum However you cannot drill through all labels on all maintenance windows Typically although not a rule you can drill through the labels that have lists associated with them Filters Filters let you work more efficiently by limiting the number or type of records that Digital Dining displays with the current maintenance window or for the current report For example if you need to modify a group of records that belong to one type then you can exclude all the records that do not belong to that type You might use a filter for example when you are adding new menu items to an existing menu You can filter the existing menu items so that Digital Dining displays only the correct sales or prep types of the existing menu items Then when you click
68. Window Main Tab on page 119 130 e Digital Dining Frequent Diner Delivery User s Guide Reports Menu Customer Report Batch Report Format You can change the report format by using the Report Format list on the Main tab of the Customer Report Maintenance Window The Batch Report format of the Customer Report allows you to generate a report that lists purchase history of each frequent dining delivery customer who is associated with a plan that has Batch Back Office selected from the Print Mode list on the Main tab of the Frequent Dining Plan Maintenance window DD CAFE Date 2 10 03 11 33 35 Operator Wizard Customer List by Plan Last Purchase Date Range 01 01 2002 to 02 04 2003 Sorted By LastName Grouped By Frequent Diner Plan Filtered By Total Purchase Count Total Purchase Value Total Points Value Required Accum Exp Member No Last Name First Name Building Street Address City State Zip Plan Points Points Date Andersen Judy Hall 16 Room 101 916 Clopper Road Apt B 2 Rockville Md 20878 Family Menusoft Bucks 1 00 5 50 5 11 03 1 FamilyReward End of Report You can customize how and what reports show by defining reports for more information see Customer Report Maintenance Window Main Tab on page 119 Customer Report Contact List Format You can change the report format by using the Report Format list on the Main tab of the Customer Report Maintenance Window The Contact List format of the C
69. Window list click Main 3 Find a Check Option list set to None and click 1 4 Inthe Find Check Options window click FD Customer and then click OK Digital Dining Frequent Diner Delivery User s Guide e 35 Setting Up a Frequent Dining Plan 36 e Digital Dining 5 Click Save to save the change s and keep the current window open and active OR Click Exit to save the change s and close the current window The POS will now display Frequent Diner as one of your check options Frequent Diner Customer check option Description Price ty PNS a y Check Status Alterate Prep Area Split Ttem Alterate Profit Cnt Tax Exempt Price See Pivot Order i r Default Tip send At 1 00 ihm Out List Jr Frequent Diner Delivery Customer Price ees 1H oF Display Check Ges Order By Special Modifier Discounts Charges Tips Piu Item You can now use the Frequent Diner Delivery program to create and or update customer records at the POS for more information see Frequent Diner at the POS on page 191 Frequent Diner Delivery User s Guide Delivery Basics Delivery Basics Overview In addition to providing frequent diner rewards to your customers you can also use the Digital Dining Frequent Diner Delivery program to provide prompt and efficient delivery service to your customers Whether your business is primarily delivery based such as a pizza delivery service or bo
70. a Check Option list set to None and click 1 Digital Dining Frequent Diner Delivery User s Guide e 49 Setting Up a Delivery Service 4 Inthe Find Check Options window click Delivery Customer and then click OK 5 Click Save to save the change s and keep the current window open and active OR Click Exit to save the change s and close the current window The POS will now display Delivery Customer as one of your Check Options Delivery Customer check option Description Price ty PN S R P Qty Check Status Alterate Frequent x Prep Area Diner Split Item Alterate Delivery Profit Cnt Customer Tax Exempt Price Level 2 f i Pivot Order i Default Tip Send At 1 700 Shey Out List Split Ck Order By Special Plu Item Price Level 3 Display Check Modifier f Discounts Charges Tips Delivery Window of Register Options 50 e Digital Dining You also need to create a new window of register options devoted to your delivery service Unlike the Frequent Diner program Delivery includes many special register options Of the various Delivery specific register options we will discuss the two that are indispensable to any delivery service Driver Select and Pay Driver Run The Driver Select register option allows a server or dispatcher to assign an order to a driver The Pay Driver Run register option allows returning drivers to pay their check s quickly at the POS for more information see Pay Dr
71. a files into a file named CusFil exp and then modify the file in Microsoft Visual FoxPro into a file named FDCusImp dbf After your dealer creates the FDCusImp dbf file you can import the data from that file to the active data files by using the Customer Import utility To run the Customer Import utility run the Digital Dining for Windows Frequent Diner Delivery program click the Customers menu point to Customer Utilities and click Frequent Diner Delivery User s Guide e 111 Customers Menu Customer Import The program will import any customer records it finds in the FDCusImp dbf file It will add the new records to the customer records that already exist if any in the data files 112 e Digital Dining Frequent Diner Delivery User s Guide Reports Menu Reports Menu Overview The Reports menu includes five report maintenance windows Customer Reports both Complaints Reports both Frequent Dining Plan Reports Frequent Diner only Menu Item Sales Reports both No Sale Reports both vo v v v Ww Using them you can create reports for a variety of purposes such as collecting information on specific groups of customers printing mailing labels for specific groups of customers printing lists of customer complaints or examining sales trends of specific customers and or menu items We will first discuss some features that are common to all the reports in the Frequent Diner Delivery program We will then discuss th
72. adding delivery register options to a window of register options gt creating a delivery staff department gt assigning a staff member to a delivery staff department We will describe these steps in more detail in subsequent chapters In this chapter you will walk through a simple tutorial and set up a delivery service We will not describe the elaborate process of creating a delivery only register definition here If you wish to add a delivery only register definition to your POS you should either consult your dealer who probably created your restaurant s existing register definitions or review the Digital Dining Setup User s Guide which describes how to set up register definitions in more detail Digital Dining Frequent Diner Delivery User s Guide e 43 Setting Up a Delivery Service Opening the Frequent Diner Delivery Program 44 e Digital Dining As with most programs you can open the Digital Dining programs from the Start menu on the Taskbar Once you open the Frequent Diner Delivery program you can set up a delivery system to create and edit customer records To Open the Frequent Diner Delivery Program 1 Onthe Taskbar click Start and point to Programs 2 Point to Digital Dining and then click Freq Diner amp Delivery B ht E aE A 3Com NIC Utiites gt G Wirzp gt a My Computer Ms a Pos 3 3 gt Microsoft Access hip Ddfreqg hip Single hip hchonary chm J 7E Corporate
73. an use this register option to take payments from any driver Frequent Diner Delivery User s Guide e 187 Setup and Back Office Features Check Maintenance You must edit you re your check and or prep ticket for delivery service Unlike checks for dine in business a delivery check should include the name and address of the customer The dispatcher should give the driver a copy of the check which the driver can then use to deliver the order Some restaurants prefer to include the customer information on the prep ticket rather than the check particularly if the cook is also the driver The Frequent Diner Delivery program allows either method You can set the program to print two copies of each check one for the dispatcher and one for the driver for more information see Assignment area on page 73 Or you can add the customer delivery information to the prep ticket In either case the layout of the check and or the prep ticket must be edited to include the customer information Driver Staff Departments Before you can conduct delivery sales at the POS you must create a staff department for your drivers You have two ways of doing this You can create a new staff department and designate it as a driver department or you can modify an existing staff department and designate it as a driver department The Staff Department Maintenance window of the Digital Dining Back Office program features a Driver Department check box Using t
74. ant to set the tabbing order of a maintenance window when for example you are creating a new inventory based on previous invoices and the invoices follow a different order than the maintenance window Setting the tabbing order can save you time Filter Click Filter or press ALT L to exclude unwanted database items from the displayed sequence for more information see Filters on page 12 Maintenance Window Tabs Every maintenance window also contains at least two tabs a Main tab and a Memo tab Each tab in turn contains a group of objects such as boxes lists options check boxes and so on These objects allow you to create and organize how you want a particular part of Digital Dining to work or look On the Main tab in the illustration above you might notice that the label Popup Button appears twice each time with a different control However if you click either control Digital Dining will perform the same operation open a Find window 10 e Digital Dining Frequent Diner Delivery User s Guide Digital Dining Basics Types of Maintenance Windows Digital Dining uses two types of maintenance windows Set Up maintenance windows and the User maintenance windows A Set Up maintenance window is self contained That is you do not need information from any other maintenance window to complete this type of maintenance window A User maintenance window on the other hand is not self contained and it requires that
75. arns the required five points Digital Dining Frequent Diner Delivery User s Guide e 29 Setting Up a Frequent Dining Plan Setting Up POS Entries for Frequent Diner Now that you ve created the plan and the reward coupon you are almost ready to start enrolling customers However before you actually start creating customer files you must check the POS Entries settings The POS Entries window helps you to control how the Frequent Diner Delivery program functions at the POS Most of the POS Entries settings are optional but a few of them are required for frequent diner service We will examine the vital settings here The POS Entries window includes two required settings for frequent diner service The first is in the New Entries area You must select one of the three Entry options gt Full Entry If you select this option the program will require you to enter all of the forced entries when creating a new customer record You must also manually enter a new member ID at the POS gt Quick Entry If you select this option the program will automatically generate a member ID number at the POS However you must still manually enter a member when creating customer records in the Back Office gt None If you select this option you will not be able to create new customer files at the POS You will create new customer files exclusively in the Back Office You will set the program for Quick Entry which will allow you to c
76. ason Maintenance Window Main Tab Using the Main tab of the Complaint Reason Maintenance window you can create up to 24 complaint reasons When you enter a complaint reason name in the Item Description box the system captures the first eight characters of the description including spaces and displays these characters in the Token Name box You can also associate your complaint reasons with specific complaint coupons by selecting an appropriate complaint coupon from the Complaint Coupon list If you do not see a complaint coupon that you want to use for a particular complaint reason then you can double click the Complaint Coupon label to open the Complaint Coupon Maintenance window With the Complaint Coupon Maintenance window open and active you can add or modify your complaint coupons After you save and close the Complaint Coupon Maintenance window Digital Dining will make the new or modified complaint coupon available in the Complaint Coupon list Complaint Reason Maintenance went Poe view Aaa Poor Service x Son tet Poor Service Poor Sry Complaint Coupon Default x Complaint Reason Maintenance Window Memo Tab Every maintenance window has a Memo tab which is a large multiline editable text box If you type more than one line of information in this field the text will automatically wrap to the next line just as in most text and word processing programs The Memo tab will al
77. assword Level 4 0 gt Function 1 Customer Search Phone Number No Abort Warming Function 2 None Search Method list Search Method You should select the default search method that the program will use at the POS The program will prompt you for this information first when you access the Delivery Customer check option For instance you might set the default Search Method to Phone Number At the POS when you access this check option the program will ask for the customer s phone number If you have a Caller ID unit installed to your system you should select Caller ID By doing so you will instruct the program to search for customer files matching the phone numbers it receives from your Caller ID unit You can select any of the following search methods Member Number Phone Number Search Name Search Company Caller ID Credit Card Swipe v v v v wv wv Abort Warning If you select Show Abort Warning the program will display a warning whenever you access the customer search keypad at the POS and then tap ESC without selecting a customer Digital Dining Frequent Diner Delivery User s Guide e 185 Setup and Back Office Features Frequent Diner No customers assigned to the current check Display Last Order The Display Last Order check option function displays the current customer s last order Using this function you can quickly reorder a customer s previous order Set Delivery Time
78. bers as Delivery Drivers 1 On the Staff menu click Staff Members Frequent Diner Delivery User s Guide Setting Up a Delivery Service 2 Select an existing staff member from the Staff Member list 3 Click the Dept tab Find Newt Prev View Add 4 Inany of the Department ID lists click Delivery Driver 5 Click Save to save the change s and keep the current window open and active OR Click Exit to save the change s and close the current window You have just assigned one of your staff members to the Delivery Driver staff department Now at the POS when you or your dispatcher access a list of available drivers this staff member s name will appear on the list Digital Dining Frequent Diner Delivery User s Guide e 55 Complaints Complaints Overview The Frequent Diner Delivery program includes a series of windows that allow you to record and track customer complaints as well as offer compensation to dissatisfied customers You can use these complaint functions with either frequent diner or delivery service The Frequent Diner Delivery program includes three complaint windows each of them featured in a different menu gt Complaint Reason Maintenance window featured in the Setup menu gt Complaint Coupon Maintenance window featured in the Layouts menu gt Complaints Reports Maintenance window featured in the Reports menu We will briefly discuss how the different complaint windo
79. button in the Selection panel and then tap Accept on the Command panel 192 e Digital Dining Frequent Diner Delivery User s Guide Digital Dining 1 2 Frequent Diner at the POS To Add a Frequent Diner Customer Record at the POS Open a check with one order in the POS From the Command panel tap Check Options and from the Selection panel tap Frequent Diner Swipe a new customer ID card OR Tap Manual and then enter the customer s new member ID number manually At the New Customer window tap Yes Enter the required customer information The program will require any information that you have set as forced in the POS Entries window of the Frequent Diner Delivery program From the Command panel tap Accept Frequent Diner Delivery User s Guide e 193 Frequent Diner at the POS Split Checks When you perform a customer search and select a frequent diner customer you associate that customer to a table not a particular order Consequently if you associate a table with a frequent diner customer that customer will earn points for all the purchases at that table For instance you may have a table with three customers one of them a frequent diner customer If you associate the table with the appropriate frequent diner customer record and then allow all three customers to pay their checks the frequent diner customer will receive frequent diner points and or credit for the purchases of the other two custom
80. cccccccccceccceeecceeeeeeeseeeeseeseeeeees 126 Customer Report Maintenance Window Occasions Tab ccccccccccececceeeeeeeeeeeeeeeeeeeeees 126 Customer Report Maintenance Window Memo Tab u0 ccc cccccccccccsesccecceeeeeeeeeeeeeeeeeeeeeeeeeeees 27 Customer REDOM Example S nsr E E AAA O a 127 Customer Report Name and Address Format cccccccccccccccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeseseeeeeeeeees 128 Customer Report Sales Summary Format cccccccccccccscccccsscceeeeeeeeeeeeeeeeeeeeeeeseeeeeessseseeeeseess 128 Customer Report Interest and Occasion Format ccccccccccccccseceeeeeeeeeeeceeeeeeeeeeeeeeseeeeeeseess 129 Customer Report Mailing Labels Format ccccccccccccccccccceccececeeeeeeeeeeeeeeeeeeeeeeeeseeeeseeseeseees 130 Customer Report Batch Report Formatesscerrsieiees e a E E 131 Customer Report Contact List Formatas keena a a E 131 Complaints Repon Ni Ale Man CC saeson a E T 132 Complaints Report Maintenance Window Main Tab cccccccccccccccsccccccceceeceeeeeeeeeeeseeeeeeeees 132 Complaints Report Maintenance Window Profit Cnt Tab cc ccccccccccccceceeceeeseeeeeeeees 138 Complaints Report Maintenance Window FD Plan Tab cccccccccccceeeeeeeeeeeeeeeeeees 138 Complaints Report Maintenance Window Interest Tabu cccccccsececeeeeeeeeeeeeeeeeeeeeees 138 Complaints Report Maintenance Window Zip Code Tab ccccccccccccccceeeeeseeeeeeeeeeeeeees 139 Complaints Report Maintenance Window Zone Tab
81. ccceeeeeeesessessesssesensseaes 151 Menu Item Sales Report Maintenance Window Plans Tab cccccsesssessssesesseeeeeesseees 151 Menu Item Sales Report Maintenance Window Zones Tab seeseeneeeeeeennneneersserreerreeeeee 151 Menu Item Sales Report Maintenance Window Interests Tab cccceeeseeeseeessesseseeens 151 Menu Item Sales Report Maintenance Window Zip Tab nnnnnnnnneeneeesneereserssrrrrrrrrrrreen 152 Digital Dining Frequent Diner Delivery User s Guide e v Contents Menu Item Sales Report Maintenance Window Totals Tab ccccccceessesesenstteeeeeeeeeees 152 Menu Item Sales Report Maintenance Window Memo Tab cccccccccccccesssseesesesstteeeeeeeeees 153 Menu Item Sales Report Examples scsc csisccisaccsssicavivesieavsatvinnoisevianiionteasdevsespvarasien 153 Menu Item Sales Report Audit Format ccccccsssssssssssseseseeseeseeeeeseseseesseseseeeeeessseeseeeeees 155 Menu Iteni Sales Report Sales Formatore a a a Ra 156 Menu Item Sales Report Customer Format ccccccccceeeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 156 Frequent Dining Plan Report Maintenance 000000000ooooonennennnnssnsssssssseeeereeeeeeo 157 Plan Report Maintenance Window Main Tab ccccccccccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 157 Plan Report Maintenance Window FD Plans Tab c ccccccccccccccccccecceeeceeeeeeeeeeeeeeeeeeeeeeeees 161 Plan Report Maintenan
82. ce Window Zones Tab cccccccccccccccccccccccececceeeeeeeeeeeeeeeeeeeeeeeeseeeeeeees 161 Plan Report Maintenance Window Profit Ctrs Tab cccccccccccceceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 161 Plan Report Maintenance Window Coupons Tab cccccccccccccccccecceeceeeeeeeeeeeeeeeeeeeeeeeeeeeeees 161 Plan Report Maintenance Window Days Tab ccccccccccseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 161 Plan Report Maintenance Window Memo Tab ccccccccccccccccceeecececeeeeeeseeeeeeeeeeeeeeeeeeeeeeeees 162 Prequent Dining Plan Report Examples erenn a a a 162 Frequent Dining Plan Report Transactions Format ccccccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 162 Frequent Dining Plan Report Transactions Summary Format ccccceecseeessssteeeeeeeeeeees 163 INO Sale Reports Maintenant aisiaren a a aiaa aani 164 No Sale Reports Maintenance Window Main Tab ccccecccccececeeeceeeeeeeeeceeeeeeeeeeeeees 164 No Sale Reports Maintenance Window Sales Types Tab uu cccccccccccccccsccccceeceeeeeeeeeeeeeeeees 170 No Sale Reports Maintenance Window Prep Types Tab ccccccccccccccccccccecceeeceeeeeeeeeeeeeeeess 170 No Sale Reports Maintenance Window Prep Grps Tab ccccccccccccccccsccceceeeeeeeeeceeceeeeeeeeees 170 No Sale Reports Maintenance Window Profit Ctrs Tab oo cccccccsccccceeeeeeeeeeeceeeeeeeeeees 170 No Sale Reports Maintenance Window Days Tab cccccccccccccceeseeeeeeeeeeeeeeeee
83. cified level of points Customers can earn points in four different ways so you must decide which way customers can accumulate points for our plan You want your coupon to print on a customer s fifth visit To do this you must set the program to give a customer one point per visit and then print the coupon after a customer earns five points To set the program to reward the customer one point per visit you must set the plan to accumulate points by number of purchases in the Frequent Dining Plan Maintenance window Print Mode list The Frequent Diner Delivery program can print reward coupons either at the POS immediately after a customer earns one or in batches in the Back Office after many customers have earned them Digital Dining Frequent Diner Delivery User s Guide e 25 Setting Up a Frequent Dining Plan You want your coupon to print at the POS immediately after a customer earns it To set the program to print coupons at the POS you must set the print mode to Immediate POS Coupon Name list If you want your plan to print a reward coupon for a customer then you must select the coupon that the program will print You must create your reward coupons in the Reward Coupon Maintenance window After you create it the coupon name will appear in the Coupon Name list of the Frequent Dining Plan Maintenance window You have not created a coupon for your plan yet You will do this after you have edited the rest of the p
84. ction panel the POS will display a keypad so that you can type the late time setting Driver Select You can assign a driver for the check s you have ordered If you need to change the driver you have selected use the Change Driver Assignment register option for more information see Change Driver Assignment on page 205 206 e Digital Dining Frequent Diner Delivery User s Guide Delivery at the POS Driver Single You can assign a driver for the check s you have ordered If you need to change the driver you have selected use the Change Driver Assignment register option for more information see Change Driver Assignment on page 205 List All Assigned You can view a report of all checks that you have assigned to drivers After you tap Register Options from the Command panel and List All Assigned from the Selection panel the POS will display all the drivers who are currently clocked in You can tap one driver multiple drivers or all drivers or you can tap Include All from the Command panel After you select the drivers tap Accept from the Command panel Then the POS program will display all the delivery zones you have defined if any You can tap one multiple or all delivery zones After you select the delivery zones tap Accept from the Command panel At this point the POS program will display a list of open checks that have passed through the previous two screens you can think of them as filters Highlight
85. d Caller ID features help reduce the time spent typing customer data when you or your dispatcher take a call The sooner you have this information the sooner you can have the order prepared and delivered Assign the Order to a Driver After your cooks prepare an order someone must deliver it You have several ways of streamlining this process For one you can divide the duties You can have one person working as a dispatcher taking the calls handling the POS and assigning orders to drivers A dispatcher can then find multiple orders in the same general area and assign them to a single driver This method is often more efficient than allowing drivers to decide for themselves which orders they wish to take Overzealous drivers might choose to take orders that cover a wider area requiring more driving time A dispatcher can prevent this You can also give the dispatcher the power to print checks only after assigning them to a certain driver You can set your register to print a prep ticket to the kitchen immediately after the order is taken but print the check only upon assignment By using such a system the drivers cannot take an order that is not assigned to them by the dispatcher Delivery Zones Digital Dining Typically the most time consuming element of the delivery cycle is the actual delivery of the order You can diminish wasted delivery time by using delivery zones A delivery zone is a geographic area defined by you b
86. d Maintenance Delivery Instructions Very Good Tipper r on Left end of Building A good golfer tch for the attack cat Any message you enter into the POS Message box will appear at the POS when a server searches for the frequent diner customer record Using this tool you can store special instructions regarding customers Any message you enter in the Delivery Instructions box will appear at the POS when a dispatcher searches for a delivery customer record Using this tool you can store special delivery instructions for that customer which can help the driver deliver the order You can add Delivery Instructions to a delivery check layout By doing 5 so you can include these special delivery instructions with the customer s address on the driver s copy of the check 106 e Digital Dining Frequent Diner Delivery User s Guide Customers Menu Customer Record Maintenance Window Misc Tab Digital Dining The Misc Miscellaneous tab of the Customer Record Maintenance window allows you to associate special check options with specific customer records You can create special check options in the Digital Dining Setup program to use with individual customers in the Frequent Diner Delivery program To do this you must follow these general steps What step In which window Of which program Create a new check 1n the Check Option of the Digital Dining option Maintenance window Setup program Add yo
87. ded both the Driver Select and Pay Driver Run register options to your main window of register options When you access this window of register options at the POS the Driver Select and Pay Driver Run buttons will appear Frequent Diner Delivery User s Guide e 51 Setting Up a Delivery Service Delivery register options N Register Option List All Who Is Ez ta Assigned Clocked In n D sa Pay Driver Staff Card Delivery Set Run Functions Late Time Change Driver Display Table Assignment Status Driver Change Check Select Details Driver Print Selected Single Checks Enter Paid Current Register outs Settings Clock Out Change Item Out List Enter Server Drop Digital Dining Back Office Requirements To use the delivery service at the POS you must also modify the Digital Dining Back Office program You must create a staff department for your drivers and you must assign one or more members of your staff to that department Staff Department Maintenance You have two ways of creating a driver staff department You can create a new staff department and designate it as a driver department or you can modify an existing staff department and designate it as a driver department For this tutorial you will simply create a new staff department You can modify any of your other staff departments later if you wish for more information on staff departments see the Digital Dining Back Office User s Guide
88. delivery zones tap Accept from the Command panel At this point the POS program will display a list of open checks that have passed through the previous two screens you can think of them as filters Highlight the check s you want to unassign from the current driver and tap Select from the Command panel After you select the checks you can tap Unassign from the Command panel to remove the check assignment After you unassign the checks the program will display a list of the checks in the Display panel and a list of all the other available drivers in the Selection panel You can tap the button of the driver to whom you wish to reassign the checks or tap Cancel to exit the screen If you exit the screen without reassigning the checks the checks will remain unassigned Delivery Late Orders Report You can review all delivery orders that meet the late time you have set with the Delivery Set Late Time register option below After you tap Register Options from the Command panel and Delivery Late Orders Report from the Selection panel the POS will display all checks that have been opened longer than the late time you set You can review the check s in the Display panel Delivery Set Late Time You can set late times for your delivery orders You will most likely use this register option with the Delivery Late Orders Report register option above After you tap Register Options from the Command panel and Delivery Set Late Time from the Sele
89. ders screen you can assign them to drivers in the Assign Orders screen Like the Access Orders screen the Selection panel of the Access Orders screen displays a button for each delivery order The Display panel of the Assign Orders screen lists all of the drivers currently clocked 1n including each driver s status and the check number of each order assigned to them if any If a driver is available to deliver orders that driver s status displays as IN If the driver is out on a delivery the driver s status displays the number of minutes the driver has been out For example if a driver has been out for 25 minutes that driver s status displays as 25 ASSIGH ASSIGH PAY TIME ON ZONE OFF AND OUT DRIVER Driver Time Table 2337 703 644 9145 lan IN Westcott W 6226 epee aaa I Table 2338 703 644 6011 6227 Hine P Table 2339 703 644 9447 Hoore L Line Up Line Down Page Up Page Down ACCESS Log Off Orders The Top panel of the Assign Orders screen features the Assign and Assign And Out buttons which allow you to assign one or more orders to a driver To assign orders to a driver tap an available driver in the Display panel then tap one or more orders in the Selection panel and then tap Assign You can also assign orders to a driver and change that driver s status from IN to OUT by tapping Assign And 202 e Digital Dining Frequent Diner Delivery User s Guide Delivery at the POS Out To unass
90. dow Totals Tab 172 e Digital Dining The Totals tab features a filter that allows you to include or exclude customer records based on their number of current period to date or total frequent diner points reward credit or complaints You can enter a range of current or total purchases value of purchases reward credit frequent diner points number of menu items and or number of complaints Any customer outside of any of these ranges will not appear in the report For instance if you set a range from 10 to 20 in the Purchases row Current column then any customer records with current purchases of less than 10 or greater than 20 will be excluded from the report Find Next Poo View Add son List Customers w No Ord r Report Name Customers w No Ord W T otals To 999999 Purchases To 999999 Value Credit Points To 999999 99 To 999999 99 To 999999 99 To 999999 To 999999 99 To 999999 99 To 999999 99 To 999999 Complaints 0 To 999999 Save Reset Delete To 999999 Current eee of ae within the a number of present period to date purchases Value Value of purchases within the Total value of purchases present period to date Credit Amount of reward credit within Total amount of reward the present period to date credit Number of frequent diner points Total number of frequent within the present period to date diner points Number
91. dow at any time However if you wish to enter or edit customer records at the Point of Sale POS you cannot do so until setting the Check Options and Register Options properly in the Digital Dining Setup program If you are using the Frequent Diner Delivery program for frequent diner service you can create customer records either at the POS or in the Back Office depending on how you choose to collect customer information If you are using the Frequent Diner Delivery program for delivery service you will create customer records primarily at the POS We will discuss the process of creating customer records at the POS in a later chapter Customer Record Maintenance The Customer Record Maintenance window allows you to create and edit frequent diner and delivery customer records When you create new records the Customer Record Maintenance window only requires the information set as Forced Entries by you in the POS Entries window If you wish to change the forced entries you can return to the POS Entries window and modify them at any time Digital Dining Frequent Diner Delivery User s Guide e 97 Customers Menu Customer Record Maintenance Window Main Tab You can add view edit or delete customer records from the Main tab The program will only require the information you have specified as forced entries in the POS Entries window If you selected Full Entry in the New Entries area of the POS Entries window you must manua
92. dually Furthermore you could use the Pay Driver Run feature to total some but not all of a driver s checks For instance drivers can total all their orders paid by cash and check pay that single total and then individually pay all their credit card orders If you require your drivers to pay their checks or credit card orders separately they can pay their cash orders at once They can select from a list of their orders which to total and which to exclude Frequent Diner Delivery User s Guide e 41 Setting Up a Delivery Service Setting Up a Delivery Service Overview Before you begin setting up a delivery service we suggest that you read Delivery Basics so that you have a better understanding of the different methods of using the delivery service You can modify the POS to use the Delivery service in one of two general ways You can modify an existing quick service register to include a delivery check option allowing you to designate some but not all of your orders as delivery Or you can create a delivery register definition which uses the Delivery register type to designate all of your orders as delivery In this chapter we discuss the basic steps of adding a delivery check option to an existing quick service register This process includes the following tasks gt setting the POS Entries window properly gt creating a delivery check option and adding it to an appropriate window of check options
93. e Mr Mrs Ms E mail box If a frequent diner customer has an e mail account you can type the e mail address in the E mail box Card Number box If a customer prefers to use a particular credit card to pay for his or her meal you can store that credit card number in this box FD Frequent Diner Plan list If you are enrolling a frequent diner customer you can select the appropriate plan from this list If you do not see a frequent dining plan that you want to use for a particular customer record then you can double click the FD Plan label to open the Frequent Dining Plan Maintenance window With the Frequent Dining Plan Maintenance window open and active you can add or modify your frequent dining plans After you save and close the Frequent Dining Plan Maintenance window Digital Dining will make the new or modified frequent dining plan available in the FD Plan list Default Receipt list You can set a default receipt for a particular customer This feature can help speed the payment process particularly if the customer frequently uses a particular credit card or an A R account to pay out checks This feature is not yet implemented Tax Exempt check box If the customer has a tax exempt status you can select this check box The program will not charge tax to this customer s checks Phone box The customer s telephone number Frequent Diner Delivery User s Guide e 99 Customers Menu Fax box The cu
94. e window Likewise if you select a window of check options in the Dine In Check Option Window list all of the check options in that window of check options will appear in the Dine In Check Option list of the Misc tab of the Customer Record Maintenance window The Delivery and Dine In Check Option lists allow you to associate certain check options to specific Delivery and or Frequent Diner customers If you associate a customer record with a check option the program will perform this check option when you take an order from this customer at the POS for more information see Customer Record Maintenance Window Misc Tab on page 107 POS Display area The POS Display area allows you to customize how unassigned delivery orders display at the POS by selecting what information displays on the buttons that represent unassigned orders The POS Display area includes six check boxes each representing different information about an order You can select up to three of these check boxes Later at the POS the program will label each button representing an unassigned order with the information you have selected 76 e Digital Dining Frequent Diner Delivery User s Guide Setup Menu You can add any of the following selections Table Number the table number associated with the order Check Number the check number associated with the order Check Name the name of the customer Order Time the time that the order was taken Phone Number the ph
95. e POS To Deduct a Customer s Reward Credit from a Check 1 Open a check in the POS and associate it with a frequent diner customer then from the Command panel tap Pay 2 From the Selection panel tap Frequent Diner A keypad window will open displaying the customer s available reward credit If the customer has no reward credit available the program will display a message window 3 Tap Enter to use all of the available credit or enter a lower amount to use only part of the available credit and then tap Enter The check will now have the credit deducted from the total and the customer can pay the remainder of the check if any by any other available method Check Option Functions The Digital Dining Setup program includes several check option functions that only work for the Frequent Diner Delivery program You can use these functions by adding them to a check option in your main window of check options for more information on frequent diner check options see Check Option Functions on page 184 Here we will discuss how you can use these check option functions at the POS Clear Frequent Diner Customer The Clear Frequent Diner Customer check option function allows you to remove a frequent diner customer from a check If you mistakenly associate a check to the wrong frequent diner customer you can use the Clear Frequent Diner Customer function to remove the association Then you can associate the check to the correct
96. e Sandwich Gold Gold Gold Gold Filtered By Staff ID Zone Zone 3 Zone 3 None None None None Zone 2 Zone 2 Zone 2 Zone 3 Zone 3 Zone 3 None None None None End of Report Staff POS Kay Rob Kay Kay Kay Rob Kay Kay Rob Julie Kay Susan Kay Kay Kay Kay Profit Center Main Dining Room Main Dining Room Main Dining Room Main Dining Room Main Dining Room Main Dining Room Main Dining Room Main Dining Room Main Dining Room Counter Main Dining Room Delivery Main Dining Room Main Dining Room Main Dining Room Main Dining Room Check No Date 1 472 00 4 2 98 8 854 00 2 10 03 2 020 00 7 22 98 3 181 00 6 8 99 3 401 00 10 18 99 8 855 00 2 10 03 1 462 00 4 2 98 1 462 00 4 2 98 8 856 00 2 10 03 0 00 2 15 00 4 547 00 9 18 00 4 879 00 1 9 01 2 030 00 7 22 98 2 575 00 11 11 98 4 285 00 7 27 00 4 946 00 2 6 01 You can customize how and what reports show by defining reports for more information see Complaints Report Maintenance Window Main Tab on page 132 142 e Digital Dining Frequent Diner Delivery User s Guide Time 15 43 14 34 10 43 16 53 16 05 15 39 11 36 11 38 16 38 13 02 10 11 16 57 15 28 14 32 12 43 09 41 Reports Menu Complaints Report Complaint Summary Format You can change the report format by using the Report Format list on the Main tab of the Complaints Report Maintenance Window The Complaint Su
97. e e 117 Reports Menu S Customer Reports Ea Exclude Include Family Plan x L Reset Default Range list If you select a default range from this list this default range will appear in the Range list of the Report window For instance you could define a customer report and select a default range of This Quarter From then on whenever you open the Customer Records window and select that report the Range list will default to This Quarter You can still select a new range if necessary Report Preview You can preview any report by opening its Report window selecting the report in the Report list clicking Preview and then clicking Print In the preview window you can choose to print or export that is save the report You can also choose to enclose the report in an email message Report Preview Window What can you expect to see in the preview report window In the upper left hand corner you will see the date and time you previewed the report and the name of the current operator in the upper right hand corner you will see the current page in the middle of the page under the report s title you will see the Sorting option for example Frequent Dining Plan or Special Interest that you chose for this report Below this is the actual report which gathers the information based on the definition you have created Report Preview Toolbar When you click Preview the program displays the
98. e e 179 Setup and Back Office Features Clear Frequent Diner Delivery Frequent Diner The Clear Frequent Diner Delivery function removes the name of any Frequent Diner customer associated to a table You can use this function if you accidentally associate the wrong customer with a table or if you want a split check transaction featuring more than one Frequent Diner customer Because you will use it infrequently you should not include this function in your standard FD Customer check option Customer Search Frequent Diner The Customer Search function allows you to search for frequent diner customer records at the POS Without this function you cannot search for customer records at the POS Upon selecting this function two lists will appear with it the Search Method list and the Abort Warning list at Check Option Maintenance View Add FD Customer FD Customer Abort Warning list Short Description FD Custa Password Level 4 0 gt Function 1 Customer Search a Member Number No Abort Warning Function 2 None a Search Method list Search Method You should select the default search method that the program will use at the POS The program will prompt you for this information first when you access the FD Customer check option For instance you might set the default Search Method to Member Number At the POS when you access this check option the program will ask for the customer s
99. e frequent dining plan together and then list those customers in subgroups by special interest 116 e Digital Dining Frequent Diner Delivery User s Guide Digital Dining Reports Menu Frequent Dining Plan A Special Interest A Customer A Customer D Special Interest B Customer B Customer C Frequent Dining Plan B Special Interest A Customer E Customer G Special Interest B Customer F Customer H If you set the Grouping list to None the Subgrouping list will not appear Sorting list You can also control how the program organizes the information in a report by selecting a sorting option from the Sorting list The program will sort records in alphabetical and or numerical order by whatever item you select in the sorting list For instance you can create a customer report and select Last Name in the Sorting list When the program prints the report it will list customer records in alphabetical order by last name Optional Input list If you select an optional input the program will display a filter window for the selected data each time you print or preview this report at the Reports window For instance if you were defining a customer report you could select an optional input of Frequent Diner Plan The next time you print this customer report at the Customer Reports window a filter window will open allowing you to include or exclude customers from particular frequent dining plans Frequent Diner Delivery User s Guid
100. e how to modify your check layouts for frequent diner and delivery service Frequent Diner The Frequent Diner Delivery program requires several modifications in the Digital Dining Setup program to allow frequent diner service In the Setup program you must create a Frequent Diner check option to use the frequent diner functions If you plan to give reward credit to your frequent diner customers you must also create a frequent diner receipt You may also wish to modify your check layout to include frequent diner customer information Check Option Functions Digital Dining The Digital Dining Setup program includes several check option functions in the Check Options Maintenance window that work exclusively with frequent diner service You can create new check options with these functions which you can then add to your main window of check options By doing so you can then use these special frequent diner check option functions at the POS You can create new Frequent Diner check options in the Check Option Maintenance window of the Digital Dining Setup program for more information see Check Option Maintenance Window in the Digital Dining Setup User s Guide Like all check options you can add a Frequent Diner check option to your Top Panel so you can access it more easily in the POS for more information see Top Panel Maintenance Window in the Digital Dining Setup User s Guide Frequent Diner Delivery User s Guid
101. e individual reports and how to define them Using Reports Every report in the Reports menu has two windows a Reports window and a Report Maintenance window Most of the seven Reports windows are identical but their Report Maintenance windows are quite different You will create and define your reports in the Report Maintenance windows Reports Windows Digital Dining You can preview and print a report from its Reports window and you can preview all of your reports of a particular type from the Reports window of that particular type For instance you can preview or print any of your Customer Reports from the Customer Reports window Frequent Diner Delivery User s Guide e 113 Reports Menu Click Define to access the Report Maintenance window for this particular report where you can create new report definitions or edit existing report definitions Click Print to generate either a preview or a printed copy of the report or click Exit to close the Report window S Customer Reports Ea Report Customer Sales by Plan Preview Last Quarter i BS a Print Range list Aane 0770172000 S 0973072000 fi gt Print area Report list This list displays all of the reports you have created for that particular group for example the Report list of the Customer Reports window will list all of your different receipts reports You can select the one you wish to view print or edit Range list This l
102. eceiving the check is enrolled in a frequent dining plan the footer might look like this Good afternoon John Doe You are enrolled in the Free Sandwich plan Your current Frequent Diner points 8 However if the customer is not enrolled in a frequent dining plan this text will not print Frequent Diner Receipts In order to allow frequent diner customers to use reward credit at the POS you must add a new frequent diner receipt in the Receipts Window Maintenance window of the Digital Dining Setup program After you do this the Receipts window of the POS will include a new Frequent Diner receipt option This option will allow you to deduct reward credit from a frequent diner customer s check for more information see the Digital Dining Setup User s Guide Delivery Digital Dining To perform delivery sales at the POS you must modify both the Digital Dining Setup and Back Office programs The Setup program includes many check option functions and register options that work only with delivery service We will discuss them here as well as how to modify your check and or prep ticket layouts for delivery service We will also discuss how to modify your staff departments for delivery service We have designed the Frequent Diner Delivery program to adapt to the needs of your business Therefore you can use the program in different ways You must decide how it can best serve your needs If your restaurant is primarily a delivery
103. ecial Interest Maintenance Frequent Diner only Complaint Reason Maintenance both Phone Exchange Maintenance both Delivery Zone Maintenance Delivery only ZIP Code Maintenance both v v v v wv wv The Setup menu also includes the POS Entries window which can help you control how your staff enters customer information at the POS The POS Entries also allows you to modify how delivery orders display at the POS In this chapter we will discuss each of these windows in detail Special Occasion Maintenance Digital Dining A special occasion is a personal day of celebration such as a birthday or an anniversary The Special Occasion Maintenance window allows you to create a list of special occasions which will appear in the Customer Record Maintenance window You can create a general special occasion such as Birthday which you can then associate with multiple customers The Customer Record Maintenance window can also store specific customer information such as a precise date with a general occasion For example you can create a special occasion called Birthday in the Special Occasion Maintenance window apply it to several new customer records and then record their individual birth dates Frequent Diner Delivery User s Guide e 61 Setup Menu Special Occasion Maintenance Window Main Tab 62 e Digital Dining Using the Main tab of the Special Occasion Maintenance window you can create up to 50 special
104. eck options selected in the Dine In list will function for non delivery customers presumably Frequent Diner customers We have included both lists to allow you to use this option for both delivery and frequent diner service simultaneously Frequent Diner Delivery User s Guide e 107 Customers Menu Customer Record Maintenance _Find Next Prev View Ada Customer Check Options Delivery None x Dine In None Run On Check Access If you select a check option from the Delivery list the check option will perform its functions at the POS when you enter an order for this customer This list includes all the check options within the window of check options selected in the Delivery Check Option Window list in the POS Entries window If you select a check option from the Dine In list the check option will perform its functions at the POS when you enter an order for this customer This list includes all the check options within the window of check options selected in the Dine In Check Option Window list in the POS Entries window The Run On Check Access check box allows you to control when the POS runs the check option s selected in the Delivery and or Dine In lists If you select the Run On Check Access check box the POS will run the check option s each time the server opens the check If you clear the Run On Check Options check box the POS will run the check option s when the server creates the c
105. ecognize it and not waste too much time and effort trying to please someone who is impossible to satisfy Creative Marketing Along with the usual contact information you can also store more specialized customer information such as personal special occasions or special interests With this information you can tailor your marketing efforts to individual frequent diner customers or groups of customers The Frequent Diner Delivery program allows you to print mailing labels for specific groups of customers simplifying your promotional direct mail campaigns On your frequent diner application you might include a list of special interests and ask your applicants to select their favorites You should associate these interests with certain clubs or groups that you are marketing towards such as a Football Club an Imported Beer Club or a Chess Club You can then use this valuable information for selective promotions You can send a mass mailing of special coupons to all of your frequent diners with a shared interest For example you might send a promotional coupon to attract football fans to your restaurant on the afternoon of a popular televised game You ll know which customers will be most receptive to that promotion and which will not Therefore you will not waste resources sending mail to uninterested customers 20 e Digital Dining Frequent Diner Delivery User s Guide Frequent Diner Basics Rather than marketing to select customers enr
106. ecords in the report if their total purchases are outside of this range Current Value boxes You can enter a range of current value The program will not include any records in the report if their current value are outside of this range Total Value boxes You can enter a range of total value The program will not include any records in the report if their total value are outside of this range Available Points boxes You can enter a range of available frequent diner points The program will not include any records in the report if their frequent diner points are outside of this range Total Points boxes You can enter a range of total points The program will not include any records in the report if their total points are outside of this range 124 e Digital Dining Frequent Diner Delivery User s Guide Reports Menu Curr Complaints boxes You can enter a range of current complaints The program will not include any records in the report if their number of current complaints are outside of this range Total Complaints boxes You can enter a range of total purchases The program will not include any records in the report if their number of total purchases are outside of this range Customer Report Maintenance Window FD Plans Tab The FD Plans tab features a filter that allows you to include or exclude customers associated with specific frequent dining plans The program will only print customers associated with frequent dini
107. ecords all of the frequent diner points and reward credit totals in the Total area and does not reset them These numbers represent the total frequent diner points the customer has ever earned since first enrolling in any of your frequent dining plans No of Purchases The customer s total number of purchases Value of The customer s total value of purchases in monetary Purchases terms No of Menu Items The customer s total number of purchased menu items No of Complaints The customer s total number of complaints The customer s total amount of accumulated frequent diner points You can adjust these totals manually FD Credit The customer s total amount of accumulated frequent diner credit You can adjust these totals manually Customer Record Maintenance Window Sales Tab The Sales tab displays a sales report listing sales totals for the customer The report includes total purchases value credit total and credit used The report also lists totals for each of the past 12 months each of the past 7 days week to date month to date year to date and the period to date You can modify the width of a column by clicking the edge of a column heading and dragging it left or right 102 e Digital Dining Frequent Diner Delivery User s Guide Customers Menu You can reset the period to date for all your customers by using the Customer PTD Reset utility for more information see Customer PTD Reset on page 110
108. eeeeeeeeeeeess 171 No Sale Reports Maintenance Window Plans Tab cccccecccccecececeeececeeeeeeeeeeeeeeeeeeees 171 No Sale Reports Maintenance Window Zones Tab cccccccccccccccscccceceeeeeceeceeeeeeeeeeeeeeeeeeeees 171 No Sale Reports Maintenance Window Interests Tab cccccccccsececeeecceeeeeeeeeeeeeeeeeeeeeees 171 No Sale Reports Maintenance Window Zip Tab cccccccccscsscceceececceceeececeeeeeeeeeesseeeseeeess 171 No Sale Reports Maintenance Window Totals Tab 0000000000non0oooooosooseosseessssssssssssssssssssno 172 No Sale Reports Maintenance Window Memo Tab nsssseeeeeesseseesessssssessssssssssssssesssss 173 No Sale Repor Example Saanaa eae e n E Een a E aaea 173 No Sale Report Name and Address Format cccccccccccscsccccceeceeeecececceceeeecceeeeeeeeeeeeeeeeeeeees 173 No Sale Report Sal s Summary Formaten E cand eee 174 No Sale Report Mailing Labels Format nicrinnricanierin a a 175 No Sale Report Batch Report Formats a ai 176 Customer Purchase History Window ersinnen eines 176 PEEN ON a a e tt actaanians 177 Setup and Back Office Features cccccccsessecseseeeeeeeeeeeeeees 179 CDV GEV 1S W ciapa inre E E EEE a N 179 Freguent DINEE crisare E 179 Check Option PUNCH ONS secadora E lace esacac se enemcat tea eee tenets 179 Check VE AINE MAIN ty 255 220s ak tac setae asacdast eve deseaausadeseniedaseeractassevedeses suede ee euarspeacuaneeeeds 182 Freduent Diner KR CCCI ai 2 yaar ace
109. efore using the program A driver can deliver multiple orders within a single delivery zone in a reasonable amount of time You must do some preliminary work to create and use delivery zones but by doing so you can maximize your drivers efficiency Frequent Diner Delivery User s Guide e 39 Delivery Basics 40 e Digital Dining To define your delivery zones take a map of the area surrounding your business Draw a rough circle designating the limits of your delivery service Most businesses define their limits by estimated drive time rather than strict distance For instance you might offer delivery service only to customers within an eight minute driving range These limits will vary of course but most businesses limit their service to a five to ten minute drive radius You may need to send drivers to different locations timing their runs to better decide the limits of your service After you draw the limits of your service area on your map divide this circle into maybe six or eight smaller zones You can divide them by specific subdivisions neighborhoods city blocks or however is most effective for your needs You should also label these separate zones by name or number Once you define your zones and label them on a map you can enter them in the Frequent Diner Delivery program You should probably display this map in your work area where your drivers can refer to it easily Once you define your delivery zones and enter t
110. elivery zone Later when you create new customer records at the POS you can select a street from a list of street records When you select a street record the POS will automatically add the street s associated delivery zone and ZIP code to the new customer record Furthermore if you have also associated the ZIP code with a city and state the POS will also add the city and state to the new customer record In other words when you select a street record at the POS the POS automatically adds the appropriate delivery zone city state and ZIP code to the customer s record Street Maintenance Pije x Ts Duke Street 7 OMemo Street Name Duke Street Abbrevation Duke Str Min Address Max Address Zip Code Delivery Zone lt 8000 20301 ZONE 1 Delete Line Save Reset Delete Exit To create a street record click Add and then type the street s name in the Street Name box When you enter a street name in the Street Name box the system captures the first eight characters of the name including spaces and adds these characters in the Abbreviation box Frequent Diner Delivery User s Guide Setup Menu Street Maintenance Window Main Tab Digital Dining The Main tab features a grid listing information about the street In each row you can set a range of address numbers and select an appropriate delivery zone and ZIP code You can add more than one row to a grid if necessary To add a row to the
111. enters in the Exclude list Plan Report Maintenance Window Coupons Tab The Coupons tab features a filter that allows you to include or exclude transactions associated with specific reward coupons The program will only print transactions that produced reward coupons listed in the Include list and will not print any transactions that produced reward coupons listed in the Exclude list Plan Report Maintenance Window Days Tab Digital Dining The Days tab features a filter that allows you to include or exclude transactions that took place on specific days of the weeks The program will only print transactions that took place on days of the weeks in the Include list and will not print any transactions that took place on days of the weeks in the Exclude list Frequent Diner Delivery User s Guide e 161 Reports Menu Plan Report Maintenance Window Memo Tab Every maintenance window has a Memo tab which is a large multiline editable text box If you type more than one line of information in this field the text will automatically wrap to the next line just as in most text and word processing programs The Memo tab will always have the number 0 as its shortcut key You can use this tab to type comments about the current record or to inform other management or staff members about the record You can type up to approximately 30 pages of text Frequent Dining Plan Report Examples You can use Frequent Dining Plan Reports to analy
112. er ID before accepting an order You can modify the appearance of unassigned orders in the POS You can set the system to print a copy of each check for the driver You can set the program to display a list of late orders which have not been assigned to any available drivers for a certain period of time POS Entries Window Main Tab The Main tab is divided into different areas and we will examine each of them separately The Order Assignment and Order Reports areas apply only to delivery service and do not affect frequent diner service 72 e Digital Dining Frequent Diner Delivery User s Guide Digital Dining Setup Menu POS Entries m Customer Search ____ Phone Number Prompt Order M Delivery Enter Default Enter Driver ID I Frequent Dining M Area Code Button Line R Exchange V Use Zones pe 1 I7 Print New Check Orders Report V Print Dispatch Chk Delivery Checks f Late order min o Customer Search area When you create new customer files you should designate them as frequent diner customers delivery customers or both You can set the program to search only frequent diner or delivery customers when searching for existing customer files at the POS If you are only using frequent diner or delivery then you should select the box that represents the system you are using If you are using both then you can select both or exclude either group Assignment area
113. er type features two primary screens the Access Orders screen where the dispatcher takes phone orders and creates new checks and the Assign Orders screen where the dispatcher assigns checks to available drivers Access Orders Screen From the Access Orders screen you can create new checks view or modify existing checks and create or view delivery customer records The Selection panel of the Access Orders screen displays a button for each delivery order If you tap an order button the Display panel will display information regarding the order including the customer s contact information such as name telephone number street address delivery zone and delivery instructions the order s check number and assorted time status information such as the expected prep time the name of the assigned driver the time the order was delivered and so on To take a new order tap New Tab The POS will prompt you to type the customer s telephone number in the keypad If the POS cannot find that customer s telephone number it will invite you to create a new customer record You can create a new customer record or cancel the check If the POS finds an existing customer record with that telephone number it will display the customer s information in the Display panel You can edit the customer s information perform a different search or search for a customer record using different information such as the customer last name or accept the cu
114. ers that is all the purchases at that table If you do not wish to allow frequent diner customers to earn frequent diner points for other customers at their table you have two options First you can associate the table with the frequent diner customer let the customer pay his or her check first then clear that customer from the table before paying the other customers Or you can let the other customers pay their checks before the frequent diner customer associate the table with the frequent diner customer after the other checks have been paid then let the frequent diner customer pay his or her check The frequent diner customer will not earn points for the menu items bought by the other customers If you serve a table with more than one frequent diner customer you should associate the table with one of the frequent diner customers pay that check then clear the customer from the table You can then associate the table with the next frequent diner customer and pay that customer s check That way each customer will earn frequent diner points for their separate checks To clear a frequent diner customer from a table you must use a check option that includes the Clear Frequent Diner check option function for more information see Clear Frequent Diner Customer on page 196 Note 194 e Digital Dining Frequent Diner Delivery User s Guide Frequent Diner at the POS To Perform a Split Check Transaction with Multiple Frequent D
115. ers living in delivery zones in the Exclude list Menu Item Sales Report Maintenance Window Interests Tab The Interests tab features a filter that allows you to include or exclude sales information from menu items sold to customers associated with specific special interests The program will only print sales information from menu items sold to customers associated with special interests in the Include list and will not print any sales information from menu items sold to customers associated with special interests in the Exclude list Digital Dining Frequent Diner Delivery User s Guide e 151 Reports Menu Menu Item Sales Report Maintenance Window Zip Tab The Zip tab features a filter that allows you to include or exclude sales information from menu items sold to customers living in specific zip codes The program will only print sales information from menu items sold to customers living in zip codes in the Include list and will not print any sales information from menu items sold to customers living in zip codes in the Exclude list If you wish to include customer records with any zip code you can select the Include Any check box The program will not exclude records with any zip code even if it appears in the Exclude list Menu Item Sales Report Maintenance Window Totals Tab The Totals tab features a filter that allows you to include or exclude customer records based on their number of current period to date or total frequent d
116. ery program with this in mind to help you identify and reward your most valuable customers Using this program you can create frequent dining plans to offer your regular customers special deals such as discounts coupons or other benefits By rewarding them for their patronage you can encourage their continued business Also by creating a frequent diner customer database you can analyze customer information in various ways recognize trends among your customers and customize your marketing efforts accordingly In this chapter we will discuss the basic concepts behind a frequent diner service and how it can enhance your business We will also discuss how you might set up and use frequent dining plans Before creating frequent dining plans in the system you must first make some decisions You need a basic understanding of what kind of plans you want and how you want to use them By the end of this chapter you should be able to make those decisions Collecting Customer Information In any frequent dining rewards service you must first collect customer information To use the Frequent Diner Delivery program you must ask your customers to give you some personal information such as their names addresses and telephone numbers You must then enter this information into a customer record located in the Frequent Diner Delivery program Once you have this information in your program you can examine and use it in creative ways Early on you s
117. es 7 Maintenance Window Tab xisecssacasucaconcacesseedocanceanstayittodoucetucandeseaadexsvtanuadaydeodonistecandauasadondyancadee 10 Types of Maintenance Windows cccccccscccccccccccccecececceccecececsceeaceaeseceeecececesceseeeceeeeeeseeeeeees 11 Dilin THTOUS D pegarse na E E E T O 11 BUGIS E E AA AEAT E E EE T 12 Owes a Filter Work sissit a A 12 PEW Indon ae te ny eet E A Ree te ee 13 Usine Find WIN OW Siccetsatact cid ea aan yalad dete tasttesednadaasaucsalaste saa doskesalassdeasaasaeasetaneeueaads 13 Frequent Diner BaSICs ccccccsececeeeeeeneeeeneescnseeeneeesneneeeenenes 15 OC Waste sears cae ee ee eee 15 Collecting Customer Informations sises a E E EN 15 Pree AppICIONS ioien o EEE RE E T E EET O EEEE 16 PPG TINO a aea e E A T wana 16 Customer GSC Att O Me aaa a aa a 17 Custom zino OUT Sy SUC Meun n A E E 18 Using Customer Information esenee t E aaar EEEE EE EET ENEE 19 Ia Wey ou ey a1 0 aah Be 0U 6 peeeneee eae eer etre sere a eer eee eee eee eee eee eee eee ee eee 19 Creative Marken ies ete are fe alae Sh eae a el ect hee Seething cae cies Sea aiin D oe 20 Digital Dining Frequent Diner Delivery User s Guide e i Contents RE E Ae ree Soe E E Ny AEE ety ea REE Oro eT P NA 21 OS ts ate ena rs ast Ss A 22 Setting Up a Frequent Dining Plan ccceceeeeseeeeeeeeeeeeeee 23 OKEE a ATTA T T 23 Opening the Frequent Diner Delivery Program 0000soooooeeennnennssssssssseeeeeereeeree 23
118. es to sort your report by Purchases the total value of purchases of each customer Total Points Click Total Points to sort your report by the total frequent diner points of each customer Total Click Total Complaints to sort your report by the total Complaints number of complaints of each customer 122 e Digital Dining Frequent Diner Delivery User s Guide Reports Menu Optional Input list If you select an optional input the program will display a filter window for the selected data each time you print this report at the Customer Reports window You can select one of the following optional input criteria Frequent Dining Click Frequent Dining Plans to filter your report by the Plan frequent dining plan of the customers Special Interest Click Special Interest to filter your report by the special interests of the customers Zip Code Click Zip Code to filter your report by the zip codes of the customers Delivery Zone Click Delivery Zone to filter your report by the delivery zones of the customers PTD Purchases Click PTD Purchases to filter your report by the purchases of the customers for the present period to date PTD Value of Click PTD Value of Purchases to filter your report by Purchases the value of purchases of the customers for the present period to date PTD Points Click PTD Points to filter your report by the frequent diner points of the customers for the present period to date PTD Complaints Click PTD
119. euecseusness 109 Customer Label Maintenance Window Memo Tab u cccc cc cceeccccceecccceesccceeccceesscceeeesseueness 110 ETH G5 6 0 0 es Og Ue S ere oe O Po 110 Customer Ls SSC states sates a ss tu oss ug hier acetal oaacoeenatia ioe nets tala neue ass ons 110 Frequent Dinine Ome RES CL ire ieiateeturaaiee ett a ae ears he Saar iaie et ane 111 Customer Mpo sai a a Ea S acess oe ee 111 REDONS MENU iniiae e aa 113 Oa A E EE ce E E E ETE E E T EE smenen sysuchonedet 113 USNE R DO Se T tncalheaecedicet ee adineniaus 113 iv e Digital Dining Frequent Diner Delivery User s Guide Contents Reports WV 1G OW 8 25522 sonnacanlaeanadoxeeses enaetaaloneaies NEETER 113 Report Maintenance Windows ccccccesssssssessssssssssssessessesseseseeseeeeseeeeseeeeseassaaaaaasaasaaaaaas 115 RDO PLC VIGW curity ii E T TAE 118 REPORT Preview WINdOW serrian ions S a eo aeectet anes 118 Report Preview lool Dat reroncen A ace A O I AT a 118 Customer Report Viaiiten anes srini E GATA 119 Customer Report Maintenance Window Main Tab ccccccccccccccccccccccceeeeeeeeeeeeeeeeeeeeeeeeeeees 119 Customer Report Maintenance Window FD Plans Tabu ccccccceeceeeeeeeeeeeeeeeeeeeees 125 Customer Report Maintenance Window Interests Tab 000000000ononoonnoonosonsnssseesenneneeeeesenee 125 Customer Report Maintenance Window Zip Codes Tab cccccccccccccccccccceceeceeeeeeeeeeseeeeeees 125 Customer Report Maintenance Window Zones Tabu cccc
120. f Week Click Day of Week to filter your report by the days of the week that the customers made the complaint Click Staff ID to filter your report by the ID numbers of the staff members who took the complaints from the customers PTD Purchases Click PTD Purchases to filter your report by the purchases of the customers for the present period to date PTD Value of Click PTD Value of Purchases to filter your report by the Purchases value of purchases of the customers for the present period to date PTD Points Click PTD Points to filter your report by the frequent diner points of the customers for the present period to date PTD Complaints Click PTD Complaints to filter your report by the number of complaints of the customers for the present period to date Total Purchases Click Total Purchases to filter your report by the total purchases of the customers Total Value of Click Total Value of Purchases to filter your report by the Purchases total value of purchases of the customers Total Points Click Total Points to filter your report by the total frequent diner points of the customers Total Click Total Complaints to filter your report by the total Complaints number of complaints of the customers 136 e Digital Dining Frequent Diner Delivery User s Guide Digital Dining Reports Menu Default Range list If you select a date range from this list this default range will appear in the Range list of the Complaints Rep
121. fferent search method such as phone number then you would enter a customer s phone number at the POS Frequent Diner Window of Check Options Now that you have created a Frequent Diner check option you must add it to a window of check options You can either add it to an existing window of check options or create a new window of check options For this tutorial you will simply add the Frequent Diner check option to an existing window of check options Most restaurants will have a primary window of check options typically named Main In this tutorial you will add the Frequent Diner check option to a Main window of check options You can use this procedure to add the Frequent Diner check option to any existing window of check options in the Digital Dining Setup program for more information on editing windows of check options see the Digital Dining Setup User s Guide To Add a Frequent Diner Check Option to a Window of Check Options 1 On the Windows menu click Check Option Window at Window of Check Options Maintenance Window list Short Description Main Check Status l Alterate Prep Area g FD Customer E Split Item E Alterate Profit Cnt a Delivery Customer E EE O E None Check Option 1 Pivot order Price Level None lists Nemo MEM Displey Check A Defeut Tip Sendartoo None item Out List e Complaint None Spie ck et Refu et None 2 In the
122. filters gt Descriptions of Find Windows Maintenance Windows Each maintenance window is designed to maintain records for specific areas for the Digital Dining program s For example the Inventory Item Maintenance window maintains records about your inventory items The Register Option Maintenance window maintains records about the password levels for accessing register options Maintenance Window Commands Every maintenance window contains a group of commands The commands that you can use depend on the type of maintenance window you are accessing which can be either a Set Up maintenance window or a User maintenance window In the upper right hand corner of each maintenance window you can expect to see a pair of buttons which will be either Sort and List or Order and Filter Most maintenance windows will contain Find Next Prev View Add Save Reset Delete and Exit as shown below Digital Dining Frequent Diner Delivery User s Guide e 7 Digital Dining Basics 8 e Digital Dining su AnyMaintenanceWindow o a a fny Lael fny Label ns fny Label This maintenance window is generic therefore it does not include some commands for example Filter Print Preview Order or Find that you will find on other maintenance windows Find Click Find or press ALT F to locate a specific item Digital Dining opens the Find window from which you can select an item for more information see Find Window
123. frequent diner check option called Frequent Diner which includes the Customer Search check option function that you have set the Customer Search function to search for member ID numbers and that your customers have magnetic swipe cards to identify themselves as frequent diner customers at the POS Transactions Digital Dining has designed the Frequent Diner Delivery program so that you can associate a frequent diner customer to a table while the check is open So long as you have associated a frequent diner customer with a table before the customer pays the check the customer will earn reward points for the purchase Digital Dining Frequent Diner Delivery User s Guide e 191 Frequent Diner at the POS To Perform a Transaction with a Frequent Diner Customer 1 Open a check with one order in the POS 2 From the Command panel tap Check Options and then tap Frequent Diner or any check option that includes the Customer Search check option function in the Selection panel Description qir Frequent Diner Split Item Alterate Delivery Profit Cnt i Customer Tax Exempt Price Level aN 2 Pivot Order Price Level 3 Display i Check Default Tip Send At 1 00 item Out List GZ Order By Special Modifier Discounts Charges Tips Plu Item 3 Swipe the customer s ID card OR Tap Manual and then enter the customer s member ID number manually using the keypad 4 Tap the customer s
124. fter five visits earning one point per visit Therefore you should set your plan s Level to is con Print and Credit check boxes As we discussed earlier in Frequent Diner Basics you can offer reward coupons or reward credit with a frequent dining plan If you offer a coupon with your plan you must select the Print check box within the Rewards area If you are offering credit you must select the Credit check box within the Reward area Now that you have reviewed the options necessary for your tutorial you can create a new frequent dining plan To Create a Frequent Dining Plan 1 Onthe Plans menu click Frequent Dining Plans 2 Click Add 3 Inthe Item Description box type Free Salad then press the TAB key The first eight letters of this description will automatically appear in the Short Description box 4 Click No of Purchases in the Accumulate list then click Immediate POS in the Print Mode list 5 Select No of Days in the Expiration Mode list then type 30 in the Number of Days box and then select Default in the Coupon Name list 6 Type Free Salad in the Reward Description box then type 5 in the Level box and then select the Print check box in the Rewards area 7 Click Save to save the change s and keep the current window open and active OR Click Exit to save the change s and close the current window Digital Dining Frequent Diner Delivery User s Guide e 27 Setting Up a Freq
125. ganize your report Purchases by the total value of purchases of each customer Total Points Click Total Points to organize your report by the total frequent diner points of each customer Total Click Total Complaints to organize your report by the Complaints total number of complaints of each customer Complaint Time Click Complaint Time to organize your report by the time that each complaint was made Complaint Click Complaint Date Time to organize your report by Date Time the date and time that each complaint was made Complaint Type Click Complaint Type to organize your report by each complaint reason Digital Dining Frequent Diner Delivery User s Guide e 135 Reports Menu Optional Input list If you select an optional input the program will display a filter for the selected data each time you print this report in the future You can select one of the following optional input criteria Profit Center Click Profit Center to filter your report by the profit centers within which the customers made the complaints Frequent Dining Click Frequent Dining Plans to filter your report by the Plan frequent dining plan of the customers Special Interest Click Special Interest to filter your report by the special interests of the customers Zip Code Click Zip Code to filter your report by the zip codes of the customers Delivery Zone Click Delivery Zone to filter your report by the delivery zones of the customers Day o
126. ge Maintenance Window Main Tab Using the Main tab of the Phone Exchange Maintenance window you can create up to 99 phone exchanges Type a new phone exchange in the Phone Exchange box and then type the appropriate address information in the Default City Default Area Code and Default State boxes You can also select an appropriate ZIP Code from the Default ZIP Code list If you do not see a ZIP Code that you want to use for a particular phone exchange then you can double click the ZIP Code label to open the ZIP Code Maintenance window With the ZIP Code Maintenance window open and active you can add or modify your ZIP Codes After you save and close the ZIP Code Maintenance window Digital Dining will make the new or modified ZIP Code available in the ZIP Code list 66 e Digital Dining Frequent Diner Delivery User s Guide Setup Menu S Phone Exchange Maintenance Default City Columbia Default Area Code 225 Default State MO 65201 Default ZIP Code 65201 Save Reset Delete Phone Exchange Maintenance Window Memo Tab Every maintenance window has a Memo tab which is a large multiline editable text box If you type more than one line of information in this field the text will automatically wrap to the next line just as in most text and word processing programs The Memo tab will always have the number 0 as its shortcut key You can use this tab to type comments about the current rec
127. h allows staff members to either search for or create customer records at the POS After finding or creating an appropriate customer record the staff member can associate that customer record to a check at any time while the check is open This method allows staff members to associate a check with a delivery customer any time before the check is paid Once a staff member associates a check to a delivery customer that staff member can then assign the order to an available delivery driver Check Option Functions The Digital Dining Setup program includes several check option functions that serve the Frequent Diner Delivery program You can use these functions by adding them to a check option in your main window of check options for more information see Check Option Functions on page 184 Change Add Delivery Instructions The Change Add Delivery Instructions check option function allows you to review and edit delivery instructions for your individual customers If you add this function to your standard Delivery Customer check option the program will display the Delivery Instructions window after you find and accept a new delivery customer You can edit these instructions if necessary Clear Delivery Customer The Clear Delivery Customer check option function allows you to remove a delivery customer from a check If you mistakenly associate a check to the wrong customer you can use the Clear Delivery Customer function to remove
128. hat they have not previously tried For example 1f you promote a new menu item a coupon can give your frequent diner customers a free sample If they like it they may order it again in the future There are two different types of frequent diner coupons depending on when you print and give them to customers immediate coupons and batch coupons Immediate coupons print at the POS You can set your system to print a reward coupon immediately at the POS when the customer accumulates the required points The POS will print both a receipt and the reward coupon The customer will then have the printed coupon which they can redeem on a future visit Batch coupons do not print at the POS On regular intervals nightly weekly you can print a list of all the frequent diner customers who have accumulated their required points You can then use another application to print a batch of reward coupons or outsource the print job to a professional print shop and send them to all the appropriate customers in a mass mailing Frequent Diner Delivery User s Guide Setting Up a Frequent Dining Plan Setting Up a Frequent Dining Plan Overview Before you begin setting up a frequent dining plan we suggest that you read Frequent Diner Basics so that you have a better understanding of the different methods of using frequent dining plans In this chapter we will discuss the basic steps of setting up a new frequent dining plan gt v v
129. he POS Entries settings are optional but a few of them are required for the Frequent Diner Delivery program to function properly The POS Entries window includes two required settings for a delivery service The first is in the New Entries area You must select one of the three Entry options gt Full Entry If you select this option the program will require you to enter all of the forced entries when creating a new customer record You must also manually enter a new member ID at the POS gt Quick Entry If you select this option the program will automatically generate a member ID number at the POS gt None If you select this option you will not be able to create new customer records at the POS This option applies chiefly to frequent diner service and you should not use it for delivery While you have the option to create customer records either at the POS or the Back Office delivery service requires that you create and maintain most of your delivery customer records directly at the POS For this tutorial you will set the program for Quick Entry You must also select the Delivery check box in the Customer Search area This setting allows the program to conduct customer record searches properly at the POS The program cannot search the delivery customer records unless you select this check box You should also review the Forced Entries area If any of the check boxes in this area are selected then the program will require
130. he sales information for your reports These functions only pertain to frequent diner service and do not effect delivery service Frequent Dining Plan Maintenance Before you can enroll customers in a frequent dining plan you must define all the features of the plan in the Frequent Dining Plan Maintenance window which contains five tabs Main Profit Center Sales Type Sales and Memo Frequent Dining Plan Maintenance Window Main Tab Digital Dining Using the Main tab of the Frequent Dining Plan Maintenance window you can create the bulk of the settings for each of the 99 frequent dining plans you can create When you enter a frequent dining plan name in the Item Description box the system captures the first eight characters of the description including spaces and displays these characters in the Short Description box Frequent Diner Delivery User s Guide e 87 Plans Menu Find Went rv C memo Short Description Free San Reward Free Sandwich Accumulate No of Menu Items 5 Level ho o oo Print Mode Immediate POS Convert 1 0000 Coupon Name Free Sandwich Amount fi 0 00 Expiration Mode No of Days x Cost 2 00 New Plan F Sandwich Seu eee Credit Print V Number of Days fis Include Special Items PLU Code Range 1000 To 9999 Adjust by Discounts D Save Reset Delete Accumulate list You must select the method by which customers will earn frequent d
131. heck or assigns the check to the customer Customer Record Maintenance Window Memo Tab Every maintenance window has a Memo tab which is a large multiline editable text box If you type more than one line of information in this field the text will automatically wrap to the next line just as in most text and word processing programs The Memo tab will always have the number 0 as its shortcut key You can use this tab to type comments about the current record or to inform other management or staff members about the record You can type up to approximately 30 pages of text 108 e Digital Dining Frequent Diner Delivery User s Guide Customers Menu Customer Label Maintenance the new renamed label appears in the Company Name Customer Record Search Name LSwipe Using the Customer Label Maintenance window you can customize the labels that appear on the Customer Record Maintenance window You can rename labels to better fit your restaurant s needs Such modified labels will also appear when you create new customer records at the POS For instance if you are using the program for frequent diner service only you might not need a box devoted to Building You might prefer to use this box to store a customer s apartment number In such a case you could rename the Building label to Apartment a Customer Label Maintenance Set Apartment Apartment w By renaming the Building
132. heck box For instance you might create a plan with an accumulation method set to Value of Purchases Later a customer enrolled in this frequent dining plan might purchase a meal for 50 but use a 10 discount If you want the Frequent Diner Delivery program to ignore the discount and reward points for the original total of 50 do not select the Adjust by Discounts check box If you do want the Frequent Diner Delivery program to adjust the reward points for the discount that 1s to calculate reward points for a 45 purchase rather than 50 then select the Adjust by Discounts check box If you create frequent dining plans with other accumulation methods such as Number of Purchases Number of Menu Items or Number of Frequent Diner Points you can use the Adjust by Discounts check box to set the frequent dining plan to ignore discounted items If you select the Adjust by Discounts check box the program will not give reward points to customers for items purchased with a 100 discount This method allows you to control if frequent diner customers receive reward points for free or complimentary items Frequent Dining Plan Maintenance Window Profit Cnt Tab Digital Dining The Profit Center tab features a filter that allows you to include or exclude specific profit centers from your frequent dining plan You can include all your profit centers or only certain ones Using this feature you can use frequent dining plans to encourage bus
133. hem into the program you can associate them with new customer files When new customers call you can record their phone number and address and then assign a delivery zone to them In the future you will know exactly which zone they are in You can view a list of all the orders going to a single zone and assign those orders to a single driver Your drivers will no longer need to drive to different parts of town to deliver multiple orders If business is slower with few orders assigned to any individual zones you can widen your scope You can view a list of orders going to Frequent Diner Delivery User s Guide Delivery Basics several adjacent zones for example Zones 2 3 and 4 and assign all of those orders to a single driver Pay the Register Digital Dining When your drivers return from delivering their orders they must eventually cash in at the Point of Sale If they have just delivered many orders they may have many checks to cash in requiring a lot of time on the POS to do so You can speed this process by using the Pay Driver Run function With the Pay Driver Run function the POS can tally a sum for a driver s orders The driver can then pay this single sum to the POS This feature effectively combines a driver s multiple checks into a single check while still storing information on the separate checks Drivers can now pay the POS for a batch of checks in a fraction of the time required to pay for each check indivi
134. his check box you can designate any staff department as a driver department If your restaurant is primarily a delivery service such as a pizza delivery service you will probably want to create a driver department and a dispatcher or order taker department However if your restaurant offers delivery as a sideline service you may wish to designate other non delivery staff departments as driver departments By doing so you can assign delivery orders to staff members whose duties are not primarily delivering orders for more information on staff departments see Staff Department Maintenance Window Main Tab in the Digital Dining Back Office User s Guide After you associate staff members to a driver department the program can track when they are out on a delivery or available for new orders When your staff members log in as drivers at the POS the program will ask them if they are going out The program remembers which drivers are in and which are out When the dispatcher uses the Assign Driver register option the program will only list the drivers that are in Only staff members assigned to driver staff departments will appear in the Assign Driver window 188 e Digital Dining Frequent Diner Delivery User s Guide Setup and Back Office Features Staff Member Maintenance After you create or edit a staff department for your delivery drivers you must assign staff members to this department To do so you
135. hould decide how best to collect this information and when to enter it into your records Digital Dining Frequent Diner Delivery User s Guide e 15 Frequent Diner Basics Printed Applications Most managers prefer to use printed applications to collect customer information Invite customers to fill out an application a printed form which they can complete and return at their leisure Once you collect a batch of these applications you can enter them all into the Frequent Diner Delivery program at a later time in the back office You could print blank applications and place them on your tables or have your servers offer them to customers with their checks Ideally you should ask your customers to fill out and return an application on a single visit perhaps while they wait for their order You could ask customers to fill out applications at home and return them on a later visit but this method is unreliable A patron who leaves with an application will probably never return it For a better response you can instruct your servers to invite customers to apply for a frequent diner account immediately after taking their order When customers agree they can fill out the printed application while waiting for their food and return the application as they pay You have their information immediately You can enter this information later in the back office and if necessary mail membership cards or any other pertinent information to the customer
136. hould select Batch Back Office If you select Immediate POS the program will automatically deduct reward points from a customer s record when it prints the reward coupon at the POS However if you select Batch Back Office the program will not automatically deduct reward points from your customer records You must manually deduct these reward points by using the Deduct Batch Rewards utility for more information see Deduct Batch Rewards on page 95 Coupon Name list If your plan features a reward coupon rather than a reward credit you must select a coupon to print when a customer earns the required points You must select which reward coupon is associated with this plan in the Coupon Name list To add a new coupon to this list you must create it in the Reward Coupon Maintenance window You can drill through to the Reward Coupon Maintenance window by double clicking Coupon Name create a new reward coupon for your frequent dining plan save the coupon and return to the Frequent Dining Plan Maintenance window The new coupon will then appear in the Coupon Name list Note Expiration Mode list You must select an expiration mode for the reward You can set a coupon to expire within a certain number of days or on an exact date If you select No of Days then the Number of Days box will appear below If you select Selected Date then the Date of Expiration box will appear below If you do not want the reward to expire you can
137. ic customers or offer them specialized frequent dining plans Special Interest Maintenance Window Main Tab Using the Main tab of the Special Interest Maintenance window you can create up to 24 special interests including None When you enter a special interest name in the Item Desc box the system captures the first eight characters of the description including spaces and displays these characters in the Short Desc box Sy Special Interest Maintenance View Add Bowling Team Bowling Team Special Interest Maintenance Window Memo Tab Every maintenance window has a Memo tab which is a large multiline editable text box If you type more than one line of information in this field the text will automatically wrap to the next line just as in most text and word processing programs The Memo tab will always have the number 0 as its shortcut key You can use this tab to type comments about the current record or to inform other management or staff members about the record You can type up to approximately 30 pages of text Complaint Reason Maintenance A complaint reason is any reason for customer dissatisfaction You can create multiple complaint reasons in the Complaint Reason Maintenance window Each complaint reason should represent a general complaint such as overcooked food or poor service 64 e Digital Dining Frequent Diner Delivery User s Guide Setup Menu Complaint Re
138. ign orders assigned to a driver whose status is IN tap the driver in the Display panel then tap the orders you wish to unassign in the Selection panel then tap Assign If you select a driver in the Display panel whose status is OUT the POS will display the Unassign and In buttons instead of the Assign and Assign And Out buttons You can use the Unassign and In buttons to unassign orders assigned to a driver or to change a driver s status from OUT to IN To unassign orders from a driver tap the unavailable driver in the Display panel then tap one or more appropriate orders in the Selection panel and then tap Unassign The selected orders will then display as unassigned and undelivered To change the status of a unavailable driver tap the driver in the Display panel and tap In To view unassigned orders in the Selection panel when all of the drivers are OUT tap Show Order in the Display panel The Top panel also features the Pay Driver button which allows drivers to pay checks to a register for delivered orders To use the Pay Driver button select a driver in the Display panel and then tap the Pay Driver button The POS displays a list of open checks that are associated with the driver Highlight the check s you want to pay and tap Select from the Command panel After you select the checks tap Accept from the Command panel The Command panel displays three payment options Pay Fast Pay Cash and Pay Other If yo
139. ill only include complaint information from customers whose period to date complaints are within this range Total Complaints boxes You can enter a range of total complaints The report will only include complaint information from customers whose total complaints are within this range Complaints Report Maintenance Window Profit Cnt Tab The Profit Cnt profit center tab features a filter that allows you to include or exclude complaints associated with specific profit centers The program will only print complaints associated with profit centers in the Include list and will not print any complaints associated with profit centers in the Exclude list Complaints Report Maintenance Window FD Plan Tab The FD Plan tab features a filter that allows you to include or exclude complaints associated with customers enrolled in specific frequent dining plans The program will only print complaints associated with customers enrolled in frequent dining plans in the Include list and will not print any complaints associated with customers enrolled in frequent dining plans in the Exclude list Complaints Report Maintenance Window Interest Tab The Interest tab features a filter that allows you to include or exclude complaints from customers with specific special interests The program will only print complaints from customers with special interests in the Include list and will not print any complaints from customers with special interests in the Exclude l
140. indow With the Delivery Zone Maintenance window open and active you can add or modify your delivery zones After you save and close the Delivery Zone Maintenance window Digital Dining will make the new or modified rating level available in the Delivery Zone list Frequent Diner Delivery User s Guide e 71 Setup Menu Street Maintenance Window Memo Tab Every maintenance window has a Memo tab which is a large multiline editable text box If you type more than one line of information in this field the text automatically wraps to the next line just as in most text and word processing programs The Memo tab always has the number 0 as its shortcut key You can use this tab to type comments about the current record or to inform other management or staff members about the record You can type up to approximately 30 pages of text POS Entries Window The POS Entries window allows you to define how the Frequent Diner Delivery program operates at the POS In this window you will set the program for either frequent diner service delivery service or both You will determine if you or your staff can create new customer records at the POS and if so what customer information is required You can also set several defaults from this window The POS Entries window also includes additional functions specific to delivery service To use delivery zones you must set the POS Entries window properly You can set the program to require a driv
141. indow of the Digital Dining Setup program Select the window of check options to which you wish to add the complaint check option Find an available Check Option box and click to open the Find Check Options window In this window select the Complaints check option that you created in the Check Options Maintenance window and then click OK Then click Save to Frequent Diner Delivery User s Guide e 59 Complaints save the window of check options for more information see Window of Check Options in the Digital Dining Setup User s Guide When you or your staff open the Check Options screen in the POS the Complaints check option will display as one of the available check options Most restaurants will have a primary window of check options typically named Main You can add a complaints check option to a Main window of check options or any other appropriate window of check options in the Digital Dining Setup program 60 e Digital Dining Frequent Diner Delivery User s Guide Setup Menu Setup Menu Overview The Setup menu contains several maintenance windows which allow you to create files that you can then associate with customer files Some of these maintenance windows are specific to either frequent diner or delivery service while some of them are used by both The Frequent Diner Delivery program includes six different maintenance windows Special Occasion Maintenance Frequent Diner only Sp
142. iner points reward credit or complaints You can enter a range of current or total purchases value of purchases reward credit frequent diner points number of menu items and or number of complaints Any customers outside of any of these ranges will not appear in the report For instance if you set a range from 10 to 20 in the Purchases row Current column then the report will exclude any customer records with current purchases of less than 10 or greater than 20 a Menu Item Sales Report Maintenance OE x Find Nest Pie Son List items By Staff x Report Name items By Staff 2 Sales Typ Curent Purchases To 9999 Value 00 To 999999 99 00 To 999999 99 Credit 00 To 999999 99 00 To 999999 99 Points 00 To 999999 00 00 To 99999 00 Menu Items To 999999 To 999999 Complaints To 99999 To 999999 Save Reset Delete 152 e Digital Dining Frequent Diner Delivery User s Guide Reports Menu So Number of purchases within the Total number of present period to date purchases Value Value of purchases within the Total value of purchases present period to date Credit Amount of reward credit within Total amount of reward the present period to date credit Number of purchased menu items Total number of purchased within the present period to date menu items Complaints Number of complaints within the Total number of present period to date complaints Menu
143. iner Customers 1 2 In the POS open a split check with two orders each a frequent diner customer From the Command panel tap Check Options then from the Selection panel tap Frequent Diner and then swipe the first customer s ID card From the Selection panel tap the customer s button and then from the Command panel tap Accept Tap Finish then tap Pay and then pay the first Frequent Diner customer s check After the first customer pays the check tap Accept Payment and then tap Done to return to the check screen Tap Check Options in the Command panel then tap Clear Customer or any check option that includes the Clear Frequent Diner check option function in the Selection panel and then tap Yes at the warning window Repeat steps 2 through 5 for the second frequent diner customer Reward Credit If you are giving your frequent diner customers reward credit they can use that credit to pay a check in whole or in part To allow them to use reward credit you must add a frequent diner receipt to the Receipts Window Maintenance window in the Digital Dining Setup program for more information see Frequent Diner Receipts on page 183 When your frequent diner customers pay their checks you can use this receipt to redeem any reward credit they may have You can deduct all or part of their available reward credit from a check Digital Dining Frequent Diner Delivery User s Guide e 195 Frequent Diner at th
144. iner points for this plan The frequent diner program offers four methods of accumulating points Number of Purchases For each visit the customer earns one point Value of Purchases For every dollar spent the customer earns one point Number of Frequent Diner For any menu item with a special point value the Points customer earns that number of points Number of Menu Items For each individual menu item purchased the customer earns one point If you select FD Points as your accumulation method you must assign a frequent diner point value to each eligible menu item You can assign different point values to different menu items By doing so customers can earn points only by purchasing certain eligible items However customers will earn no points for purchasing items having no frequent diner point value You can assign point values to menu items in the Menu Item Maintenance window of the Digital Dining Back Office program 88 e Digital Dining Frequent Diner Delivery User s Guide Digital Dining Plans Menu Print Mode list If your plan features a reward coupon rather than a reward credit you can set the program to print this coupon immediately at the Point of Sale POS or to print it as part of a batch of coupons in the Back Office If you want customers to receive their reward coupons immediately as they earn them you should select Immediate POS If you plan to process batches of coupons and mail them to customers you s
145. iness in particular profit centers For instance you might not wish to give customers points for carryout purchases or purchases from the bar If you have established different profit centers for different times of the day such as breakfast lunch and dinner you could use this filter to exclude breakfast purchases from your frequent dining plan Frequent Diner Delivery User s Guide e 93 Plans Menu Frequent Dining Plan Maintenance Window Sales Type Tab The Sales Type tab features a filter that allows you to include or exclude sales types from your frequent dining plan You can include all your sales types or only certain ones Using this feature you can use frequent dining plans to promote menu items of particular sales types For instance if you were promoting a Free Dessert plan you could choose to give points for dessert purchases only If you were promoting a Wine Taster s club you might give points for wine purchases only You might also wish to exclude inappropriate items such as liquor or seafood Frequent Dining Plan Maintenance Window Sales Tab The Sales tab displays a list of sales totals for the plan The report includes total purchases sales cost and credit amounts The report also lists totals for each of the past 12 months each of the past 7 days week to date month to date year to date and the period to date You can modify the width of a column by clicking the edge of a column heading and draggi
146. ing Up a Delivery Service search method such as search name then you would enter a customer s search name at the POS Delivery Window of Check Options Now that you have created a Delivery check option you must add it to a window of check options You can either add it to an existing window of check options or create a new window of check options For this tutorial you will add the Delivery check option to a new window of check options Most restaurants will have a primary window of check options typically named Main In this tutorial you will add the Delivery check option to a Main window of check options You can use this procedure to add the Delivery check option to any existing window of check options in the Digital Dining Setup program for more information on editing windows of check options see the Digital Dining Setup User s Guide To Add a Delivery Check Option to a Window of Check Options 1 Onthe Windows menu point to the Check Options Maintenance submenu then click Check Option Window at Window of Check Options Maintenance Window list Short Description Main Check Status Alterate Prep Area g FD Customer E Split Item E Alterate Profit Cat a Delivery Customer EE O EOE C Check Option Pivot order a Price tever3 E None SS lists Memo JDisplayCheck None Defut Tip Sendartoo None soa te Cott None 2 In the Window list click Main 3 Find
147. ining Frequent Diner Delivery User s Guide Reports Menu the Include list and will not include sales information of menu items sold in profit centers in the Exclude list Menu Item Sales Report Maintenance Window Days Tab The Days tab features a filter that allows you to include or exclude sales information from menu items sold on specific days of the weeks The program will only include sales information of menu items sold on days of the weeks in the Include list and will not include sales information of menu items sold on days of the weeks in the Exclude list Menu Item Sales Report Maintenance Window Plans Tab The Plans tab features a filter that allows you to include or exclude sales information from menu items sold to customers enrolled in specific frequent dining plans The program will only print sales information from menu items sold to customers enrolled in frequent dining plans in the Include list and will not print any sales information from menu items sold to customers enrolled in frequent dining plans in the Exclude list Menu Item Sales Report Maintenance Window Zones Tab The Zones tab features a filter that allows you to include or exclude sales information from menu items sold to customers living in specific delivery zones The program will only print sales information from menu items sold to customers living in delivery zones in the Include list and will not print any sales information from menu items sold to custom
148. ion 1 Customer Search a Phone Number No Abort Warning Function 2 None Search Method list Function 4 None Function5 None ase Function6 None Function None i Function8 None i Function3 None 3 Inthe Item Description box type Delivery Customer and then press the TAB key The first eight letters of this description will automatically appear in the Short Description box In the Function 1 list click a In the Find Function window click Customer Search then click OK In the Search Method list click Phone Number Ne OO on A Click Save to save the change s and keep the current window open and active OR Click Exit to save the change s and close the current window You have just created a check option with a customer search function Thanks to this search function when you or your staff use the Frequent Diner Delivery program at the POS you can run a search for an existing customer file By selecting Phone Number in the Search Method list you have told the program to search for a telephone number when running a search At the POS you will enter a customer s telephone number and the program will search for a record with that phone number If you enter the customer s phone number and the program cannot find it the program will assume the customer is new and will prompt you to create a new customer record Had you selected a different Frequent Diner Delivery User s Guide Sett
149. is coupon looks exactly like the default coupon and you can edit it later Right now let s preview what the coupon will look like when it prints for the customer 28 e Digital Dining Frequent Diner Delivery User s Guide Setting Up a Frequent Dining Plan To Preview a Reward Coupon 1 Onthe Layouts menu click Reward Coupons 2 Click Next or Prev to scroll through your reward coupons until you find Free Salad OR In the Reward Coupon list select Free Salad 3 Click Preview 4 When you have finished previewing the coupon click OK to close the Reward Coupon Preview window By opening the Reward Coupon Preview window you can preview how the coupon will look when it prints for a customer at the POS You can also see if you need to edit the coupon You will not be editing the coupon in our tutorial Now that you ve created the coupon for our frequent dining plan you should edit the plan to associate it with the new coupon To Associate a Reward Coupon with a Frequent Dining Plan 1 Onthe Plans menu click Frequent Dining Plans 2 Click Next or Prev until you find Free Salad OR In the Frequent Dining Plan list select Free Salad 3 Inthe Coupon Name list click Free Salad 4 Click Save to save the change s and keep the current window open and active OR Click Exit to save the change s and close the current window Now the Frequent Diner Delivery program will print the Free Salad reward coupon when a customer e
150. ist The report will include any complaints from customers with special interests in both the Include list and Exclude list 138 e Digital Dining Frequent Diner Delivery User s Guide Reports Menu Complaints Report Maintenance Window Zip Code Tab The Zip Code tab features a filter that allows you to include or exclude complaints associated with customers living in specific zip codes The program will only print complaints associated with customers living in zip codes in the Include list and will not print any complaints associated with customers living in zip codes in the Exclude list If you wish to include complaints from customers with any zip code you can select All Zip Codes The program will include complaints from customers with any zip code in the report even if they appear in the Exclude list Complaints Report Maintenance Window Zone Tab The Zone tab features a filter that allows you to include or exclude complaints from customers living in specific delivery zones The program will only print complaints from customers living in delivery zones in the Include list and will not print any complaints from customers living in delivery zones in the Exclude list Complaints Report Maintenance Window Complaint Tab The Complaint tab features a filter that allows you to include or exclude specific complaints The program will only print complaints from the Include list and will not print any complaints from the Exclude list Com
151. ist features a variety of general time periods such as any day of the week any month of the year the preceding pay period and so on If you wish to set an irregular date range you can click Custom and then type the specific date range in the Date Range boxes Date Range boxes If you wish to view a report with a specific date range you can type the dates in the two Date Range boxes or select them from the calendar boxes For example if you wish to view a Customer Report for the months of June July and August you would type 06 01 00 in the first box and 08 31 00 in the second box Click to select a date from each calendar box Print area In the Print area you can set the program to print your report or preview a report before printing You can preview a report by clicking the Preview option and then clicking the Print command The program will display a preview of the report which you can then print or save that is export as a file You can print your report without previewing it by clicking the Print option and then clicking the Print command 114 e Digital Dining Frequent Diner Delivery User s Guide Report Customer Sales by Plan y s Pim C pai 1070172000 1272772000 R o Customer Reports x Report Customer Sales by Plan gt This Quarter 7 Date Range 1070172000 Ee 1272772000 Sgp a Customer Reports Report Maintenance Windows Digital Dining Reports
152. iver Run on page 187 Frequent Diner Delivery User s Guide Digital Dining Setting Up a Delivery Service In this tutorial we will add the required Delivery register options to an existing window of register options You could also create a new window of register options If your restaurant is not primarily delivery oriented and you have a dine in area you might wish to create a register devoted to your dine in business and another devoted to delivery However most restaurants use a main register and will add Delivery register options to a main window of general register options To Add a Delivery Window of Register Options 1 On the Windows menu point to the Register Options Maintenance submenu then click Register Option Window 2 Click View and select your main window of register options at Window of Register Options Maintenance Register Options Short Description Default Transfer Check Fro i Display Table Statu 2i Join Table Tab Reopen a Check 3 Find a Register Option list set to None and click 4 Inthe Find Register Options window click Driver Select and then click OK 5 Find another Register Option list set to None and click A 6 Inthe Find Register Options window click Pay Driver Run and then click OK 7 Click Save to save the change s and keep the current window open and active OR Click Exit to save the change s and close the current window You have now ad
153. ivery User s Guide 2 4 03 information on what the columns of this report contain or how to calculate their values see Frequent Dining Plan Report Examples on page 162 Date 15 59 45 Operator Wizard Plan DateRange 10 01 2002 to 12 31 2002 Plan Report 1 Sorted By Customer Profit Delivery Check Description Center Zone Family Family Family Family Family Family Family Family Family Family Family Family Family Family Zone 3 Zone 3 Zone 3 Zone 3 Zone 3 Zone 3 Zone 3 Zone 3 Zone 3 Zone 3 Zone 3 Zone 3 Zone 3 Number oooocoocoeocoeoeocec Staff Name Total Quantity Average Total Quantity Average DD CAFE Customer Purchase Search 94 20 97 75 79 20 73 20 77 25 90 75 60 30 51 45 18 52 40 60 10 50 7 00 277 60 978 32 13 75 26 978 32 13 75 26 Grouped By FD Plan Filtered By FD Plans Profit Center Reward Coupon Items Value Count Credit Earned 9 42 9 78 7 92 7 32 7 73 9 08 6 03 5 15 0 85 4 06 1 05 0 70 27 76 96 85 7 45 96 85 7 45 End of Report Credit Reward Used 10 00 10 00 10 00 10 00 10 00 10 00 10 00 34 03 5 12 0 00 1 00 4 05 0 00 114 20 8 78 114 20 8 78 Cost 0 02 0 02 0 02 0 02 0 02 0 02 0 02 0 07 0 01 0 00 0 00 0 01 0 00 0 23 0 02 0 23 0 02 Subgrouped By Profit Center T
154. l personal information about individual customers such as special interests or special occasions and then specialize your marketing efforts to customers with particular interests If you want to provide new delivery service or enhance your existing delivery service you can use the Frequent Diner Deliver program to simplify the process of receiving processing and delivering customer orders The Frequent Diner Delivery program allows you to record customer information such as telephone numbers and street addresses and to access it again quickly on future calls You can also organize your drivers more efficiently by creating delivery zones predetermined delivery areas which you can associate with customer records By associating customer Frequent Diner Delivery User s Guide Introduction records with delivery zones you can assign multiple orders from a single zone to a single driver thus minimizing their delivery time About the Digital Dining Frequent Diner Delivery User s Guide This document represents Release 7 3 300 of the Frequent Diner Delivery User s Guide which is the companion document to Release 7 3 300 of the Digital Dining Frequent Diner Delivery program Furthermore we have developed the Frequent Diner Delivery User s Guide into distinct media printed and online The documentation and online Help will describe how you can use the Frequent Diner Delivery program We have provided both conceptual help a de
155. l organize and sort your records The Main tab also allows you to filter customer records based on accumulated frequent diner points and complaints Digital Dining Frequent Diner Delivery User s Guide e 119 Reports Menu Find Next Prev View Add Sort List Customer Sales by Plan Report Name Customer Sales by Plan 2 FD Plans 3 Interests 4ZIP Codes 5 Zones 6 Occasions Memo Report Format Sales Summary Curr Purchases 10 To 9999 Grouping Frequent Diner Plar Total Purchases 0 To 9999 Subgrouping None a Current Value 0 00 To 99999 99 Total Value 0 00 To 99999 99 Sorting Last Name Available Points 0 00 To 9999 00 Optional Input None gt Total Points 0 00 To 9999 00 Default Range This Quarter x Curr Complaints 0 To 9999 Primary Interest Only a Total Complaints 0 To 9999 Save Reset Delete Report Format list You can select one of five different report formats Each format will produce a report with different information and or arrangement Name and Address Name address and telephone number of each customer record Sales Summary Sales totals of each customer record Interest and Special interests and special occasions of each Occasion customer record Mailing Labels Name and mailing address of each customer record printed as mailing labels Batch Report The name address and frequent diner point totals of each customer record
156. label to Apartment Default Description Sy Customer Record Maintenance E uilding X Exit ii Es Bd neat Pe Customer 2014 First Name FSwipel Last Name LSwipe1 Maintenance window Search Company Comp Title Mi MCE E mail ame1 Menusoft com Card Number o FD Plan Prch_ Plan Default Receipt Cash x Tax Exempt E Phone 703 111 1111 x1111 Fax zoa 111 1111 Delivery Zone ZONE 1 Apartment Street Sti State ZIP Code City cu va 203010000 Customer Label Maintenance Window Main Tab Digital Dining You can view or edit customer labels from the Main tab The Customer Label Maintenance window features a Default Description box which displays the default description of each label You cannot edit the default description this is Digital Dining s original label and we have included it if you should ever wish to edit the label back to its original setting Frequent Diner Delivery User s Guide e 109 Customers Menu a Customer Label Maintenance 4 x rset bs Email Address Email Address Default Description E uilding Save __Reset_ Customer Label Maintenance Window Memo Tab Every maintenance window has a Memo tab which is a large multiline editable text box If you type more than one line of information in this field the text will automatically wrap to the next line just as in most text and word processing prog
157. lan You can create a reward coupon before creating a frequent dining plan but many users prefer to create the plan first For now you will just set the Coupon Name to Default You will change it later after you create a new reward coupon for it Expiration Mode list If you want a reward coupon to expire after a certain amount of time you must select an expiration mode You can set a coupon to expire after a certain number of days after the customer receives it or you can set it to expire on a specific date You want your coupon to expire 30 days after the customer earns it so you will set the Expiration Mode to Number of Days You will specify how many days 30 in the next step Number of Days box After you set the Expiration Mode to Number of Days you must specify the number of days You must do this in the Number of Days box of the Frequent Dining Plan Maintenance window Had you selected Expiration Date in the Expiration Mode list you would now need to specify the date in this box Reward Description box You should include a brief description of the reward in the Reward Description box By doing so you can use this description in a reward coupon layout later 26 e Digital Dining Frequent Diner Delivery User s Guide Setting Up a Frequent Dining Plan Point Level box In the Level box you must enter the number of points that a customer must earn to receive the reward coupon You want your customers to earn a coupon a
158. livery User s Guide e 181 Setup and Back Office Features at Check Option Maintenance Short Description FD Custo Bassword Level ajo gt Function 1 Customer Search Member Number No Abort Warning z Function 2 Frequent Diner Status Normal Status Repor Function3 None i Status Report Layout list Check Maintenance If you are offering a frequent diner service you will probably want to find a handy method of giving your customers updates on their points and or credit You may choose to create a status report which you can print for them on request However you can also simply add a status update on your standard check You can modify your check to include frequent diner customer information in the Check Layout Maintenance window of the Digital Dining Setup program You can add a section to your standard check layout that will print a frequent diner customer s current point total Using skip tokens you can design the layout so that it will only print this information 1f the customer is enrolled in a frequent dining plan For instance you could add the following selection to the footer of your standard check SKIP BLANK FD_ PLAN Good afternoon FIRST NAME LAST NAME You are enrolled in the FD PLAN plan Your current Frequent Diner points CURRENT POINTS SKIP END 182 e Digital Dining Frequent Diner Delivery User s Guide Setup and Back Office Features If the customer r
159. livery check box and Default Delivery Zone list allow you to set the POS to designate new enrollees as delivery customer by default The Default Delivery Zone list only appears if you set the program to use delivery zones by selecting the Use Zones check box on the Main tab The Delivery check box only appears if you set the program to not use delivery zones by clearing the Use Zones check box on the Main tab POS Entries POS Entries 2 Misc New Entries m New Entries amp Full Entry Full Entry C Quick Entry C Quick Entry None C None lV Print Enrollment Slip Prompt Customer ID Default FD Plan New FD Plan Iv Delivery M Print Enrollment Slip if you clear the IT Prompt Customer ID Default FD Plan Use Zones check New FD Plan gt box on the Main tab Default Delivery Zone the Delivery check box displays If you select the Use Zones check box on the Main tab the Default Delivery Zone list displays If you use delivery zones you can use the Default Delivery Zone list to set the POS program to offer a default delivery zone when you create new customer records at the POS You can select the default zone from this list which will include all the delivery zones you ve created in the Delivery Zone Maintenance window If you do not use delivery zones you can use the Delivery check box to set the POS program to automatically designate new customer
160. llows you to include or exclude customer who did not order menu items associated with specific prep groups The program will only print customers who did not order menu items associated with prep groups in the Did Not Order list and will disregard prep groups in the Don t Care list No Sale Reports Maintenance Window Profit Ctrs Tab The Profit Ctrs profit centers tab features a filter that allows you to include or exclude customer who did not order menu items within specific profit centers The program will only print customers who did not order menu items within profit centers in the Did Not Order list and will disregard profit centers in the Don t Care list 170 e Digital Dining Frequent Diner Delivery User s Guide Reports Menu No Sale Reports Maintenance Window Days Tab The Days tab features a filter that allows you to include or exclude customer who did not order items on specific days of the week The program will only print customers who did not order menu items on days of the week in the Did Not Order On list and will disregard days of the week in the Don t Care list No Sale Reports Maintenance Window Plans Tab The Plans tab features a filter that allows you to include or exclude customers associated with specific frequent dining plans The program will only print customers associated with frequent dining plans in the Include list and will not print any customers associated with frequent dining plans in the Exclude li
161. lly enter a customer number in this box If you selected Quick Entry in the New Entries area of the POS Entries window the program will automatically generate a new customer number You can then enter the customer s first name in the First Name box and the customer s last name in the Last Name box Sg Customer Record Maintenance ii Ea Find Next Prev View Add Customer 8301 First Name Wilson Last Name Freyerm uth Company Name Acme Sales Tax Exempt Search Name Freyer Phone 573 449 2563 x Search Company Acme S Fax 573 875 1245 Title Mr CMCF Delivery Zone None ie a eee 8901 456978854589 Card Number 6951 S Gillespie Road FD Plan Free Sandwich City State ZIP Code Default Receipt American Express Columbia Mo 65201 x Company Name box The name of the company the customer works for if any Search Name box The first eight letters of the customer s last name automatically fill in this field but you can edit it If you perform a search at the POS using the customer s name the program will look for this search name Search Company box The first eight letters of the company name automatically fill in this field but you can edit it If you perform a search at the POS using the customer s name the program will look for this search name 98 e Digital Dining Frequent Diner Delivery User s Guide Digital Dining Customers Menu Title box The customer s titl
162. lue in the Item Sales column by the Total Checks value at the top of the report 154 e Digital Dining Frequent Diner Delivery User s Guide Reports Menu You can calculate the value in the Cov column with A the following equation gt w o A B C Total checks 11 Total covers 2 PLU Menu Item Item Sales Quantity Sales Qty Cov Avg Item Gold _ Cover Count 2 Check Count 11 Main Dining Room lt 162 200 30 00 100 0 81 10 1500 0 5 41 C 14 75 _2 Gold Total 162 20 30 00 100 0 81 10 1500 0 5 41 14 75 Grand Total 162 20 30 00 100 0 81 10 1500 0 5 41 14 75 End of Report Menu Item Sales Report Audit Format You can change the report format by using the Report Format list on the Main tab of the Menu Item Sales Report Maintenance Window The Audit format of the Menu Item Sales Report allows you to generate a report that lists the sales totals for menu items purchased by frequent dining delivery customers for the date range or period you provide For more information on what the columns of this report contain or how to calculate their values see Menu Item Sales Report Examples on page 153 DD CAFE 2 4 03 Date 15 54 25 Date Range 01 01 2002 to 02 04 2003 Operator Wizard Items By Staff Report Level Totals Only Grouped By FD Plan SubGrouped By Profit Center Filtered By Cash Sales Zero Priced Items Plu Sales Type Prep Type Profit Center Days Total Points Value Total P
163. m menu items whose PLU number falls within this range Menu Item Sales Report Maintenance Window Sales Typ Tab The Sales Typ sales types tab features a filter that allows you to include or exclude menu items associated with specific sales types The program will only print menu items associated with sales types in the Include list and will not print any menu items associated with sales types in the Exclude list Menu Item Sales Report Maintenance Window Prep Types Tab The Prep Types tab features a filter that allows you to include or exclude menu items associated with specific prep types The program will only print menu items associated with prep types in the Include list and will not print any menu items associated with prep types in the Exclude list Menu Item Sales Report Maintenance Window Prep Grps Tab The Prep Grps prep groups tab features a filter that allows you to include or exclude menu items associated with specific prep groups The program will only print menu items associated with prep groups in the Include list and will not print any menu items associated with prep groups in the Exclude list Menu Item Sales Report Maintenance Window Profit Ctrs Tab The Profit Ctrs profit centers tab features a filter that allows you to include or exclude sales information from menu items sold within specific profit centers The program will only include sales information of menu items sold in profit centers in 150 e Digital D
164. mber Number yi No Abort Warning Function 2 None y Search Method list Function 4 None a Function 5 None a Function 6 None ga Function 7 None a Function 8 None a Function 9 None a 3 Inthe Item Description box type FD Customer and then press the TAB key The first eight letters of this description will automatically appear in the Short Description box In the Function 1 list click a In the Find Function window click Customer Search then click OK In the Search Method list click Member Number Nn Oo a A Click Save to save the change s and keep the current window open and active OR Click Exit to save the change s and close the current window You have just created a check option with a customer search function Thanks to this search function when you or your staff use the Frequent Diner Delivery program at the POS you can run a search for an existing customer file By selecting Member Number in the Search Method list you have told the program to search for customer member ID numbers when running a search At the POS you will enter a customer s member number and the program will search for a record with that member number If the program cannot find the customer s member number it will assume that the customer is new and will prompt you to create a new customer 34 e Digital Dining Frequent Diner Delivery User s Guide Setting Up a Frequent Dining Plan record Had you selected a di
165. me range The program will only include transactions that took place within this time range For instance if you enter a time range of 6 00 to 9 00 the program will only include information from transactions that took place between 6 00 and 9 00 of each day within the date range 160 e Digital Dining Frequent Diner Delivery User s Guide Reports Menu Plan Report Maintenance Window FD Plans Tab The FD Plans tab features a filter that allows you to include or exclude transactions from customers enrolled in specific frequent dining plans The program will only print transactions from customers enrolled in frequent dining plans in the Include list and will not print any transactions from customers enrolled in frequent dining plans in the Exclude list Plan Report Maintenance Window Zones Tab The Zones tab features a filter that allows you to include or exclude transactions from customers living in specific delivery zones The program will only print transactions from customers living in delivery zones in the Include list and will not print any transactions from customers living in delivery zones in the Exclude list Plan Report Maintenance Window Profit Ctrs Tab The Profit Ctrs profit centers tab features a filter that allows you to include or exclude transactions within specific profit centers The program will only print transactions from profit centers in the Include list and will not print any transactions from profit c
166. member number 180 e Digital Dining Frequent Diner Delivery User s Guide Digital Dining Setup and Back Office Features You can select any of the following search methods Member Number Phone Number Search Name Search Company Caller ID Credit Card Swipe v v v wT wv WW Abort Warning If you select Show Abort Warning the program will display a warning whenever you access the customer search keypad at the POS and then tap ESC without selecting a customer Frequent Diner No customers assigned to the current check Edit Customer Points The Edit Customer Points function will allow you to edit a frequent diner customer s amount of reward points manually at the POS Because you will use it infrequently you should not include this function in your standard FD Customer check option Frequent Diner Status Report The Frequent Diner Status Report function will allow you to view a status report of a frequent diner customer s available reward points and or reward credit To use this function you must create a status report layout in the Status Report Maintenance window of the Frequent Diner program for more information see Status Report Maintenance on page 84 add the Frequent Diner Status Report function to a check option in the Check Option Maintenance window and then select the new layout in the Status Report Layout list that appears with the Frequent Diner Status Report function Frequent Diner De
167. mine the number of required points and the value of the reward in the Frequent Dining Plan Maintenance window but you create the accompanying reward coupon in the Reward Coupon Maintenance window Once you create a reward coupon you can then associate it with a frequent dining plan If you plan to print immediate reward coupons at the POS you must create them in the Reward Coupon Maintenance window However if you plan to print batch coupons and mail them to your frequent diner customers you do not need to create Frequent Diner Delivery User s Guide e 81 Layouts Menu them in the Reward Coupon Maintenance window Instead you should print your batch coupons with some other application or outsource the print job to a professional print shop Reward Coupon Maintenance Window You can add view edit or delete reward coupons from the Reward Coupon Maintenance window When you enter a reward coupon in the Item Description box the program captures the first eight characters of the description including spaces and displays these characters in the Short Description box You can change the Short Description or you can keep the system defined eight character description If this description is not clear enough for you specify a Short Description of your own We have included a default coupon template in the Reward Coupon Maintenance window which you can use to create new coupons Our template includes most of the information you might
168. mmary format of the Complaints Report allows you to generate a report that summarizes the number of complaints from frequent dining delivery customers based on the complaint for the date range or period you provide DD CAFE Date 2 13 03 17 32 35 Operator Wizard Complaints Summary Sorted By LastName Grouped By Customer Filtered By Staff ID Anders Anders Total Speck Speck Total Rodger Rodger Total Grange Grange Total Farmer Farmer Total Grand Total End of Report You can customize how and what reports show by defining reports for more information see Complaints Report Maintenance Window Main Tab on page 132 Digital Dining Frequent Diner Delivery User s Guide e 143 Reports Menu Menu Item Sales Report Maintenance Menu Item Sales Reports allow you to analyze information about your specific menu items For instance you can analyze sales of certain items to gauge how well they are selling You can also analyze which items specific customers have been ordering Menu Item Sales Report Maintenance Window Main Tab In the Main tab you determine the format of your new report as well as decide how the program organizes and sorts your menu item records The Main tab also allows you to filter the sales information of menu item records based on the staff ID number table number and time of the transactions You can also include or exclude cash sales and or zero priced items find Next Bre
169. must access the Staff Member Maintenance window in the Digital Dining Back Office program and assign staff members to any department which you have designated as a Driver Department for more information see the Digital Dining Back Office User s Manual Digital Dining Frequent Diner Delivery User s Guide e 189 Frequent Diner at the POS Frequent Diner at the POS Overview In this chapter we will describe how you will most typically use the Frequent Diner Delivery program at the Point of Sale POS We will describe how to perform frequent diner functions while taking orders from new and previous customers as well as how to use several check option functions which are specific to the Frequent Diner Delivery program Because you can configure your register in any way the descriptions that we provide here may differ slightly from how your register actually performs Frequent Diner Service Register Design We designed the Frequent Diner Delivery program to operate as a supplement to your standard registers You can add frequent diner functions to any of your registers but most managers use it with their standard table service register Therefore you can create and manage checks for frequent diner customers just as you would with typical customers In this chapter we will give procedures and examples that assume you are using the Frequent Diner Delivery program with a typical table service register that you have created a
170. n After acquiring some frequent diner customers and entering their information into the database you can put that information to good use The Frequent Diner Delivery program includes numerous reports that allow you to examine customer and sales data These reports will help you to monitor important trends and market to specific groups You can export any of the frequent diner reports to other word processing or spreadsheet applications such as Microsoft Word or Excel Monitoring Trends Digital Dining Using the frequent diner reports you can determine who your best customers are exactly how much they are spending or how often they are visiting your restaurant You will always know what is happening with your most valued customers individually and generally You can divide your customers by demographic area such as zip codes or by their interests You can also assess the exact benefit of your assorted frequent dining plans If you have multiple frequent dining plans you can determine how many customers are enrolled in each of them and how much business they are earning you You can determine which plans are succeeding and which are not You can also assess how well they are succeeding and which groups are most valuable to you For instance if you are providing uniforms for the local softball league you will want to know how much business they are earning you and if the investment 1s really worthwhile The frequent diner repor
171. n and active OR Click Exit to save the change s and close the current window Creating Customer Records You can now enroll new customers in your Free Salad frequent dining plan You can enter new customer information either at the POS or in the Back Office by way of the Customer Record Maintenance window Digital Dining Frequent Diner Delivery User s Guide e 31 Setting Up a Frequent Dining Plan To Add a Customer Record 1 On the Customers menu click Customer Records Customer Record Maintenance ind Next Bre Company Name P Phone Search Name Search Company Delivery Title Building Card Number FD Plan Free Salad REE Default Receipt m None y State ZIP Code Tax Exempt E pa pE f Click Add Type a customer ID number in the Customer box then press the TAB key In the First Name box type John and press the TAB key In the Last Name box type Doe and press the TAB key In the FD Plan list click Free Salad Nn oOo a A WO N Click Save to save the change s and keep the current window open and active OR Click Exit to save the change s and close the current window You have just created a customer record for John Doe and enrolled him in the Free Salad frequent dining plan Digital Dining Setup Requirements 32 e Digital Dining You have successfully created a new frequent dining plan created a new reward coupon for the plan and enrolled a
172. n of customer records based on the staff ID number table number the time of the transactions and the PLU code of the items purchased You can also include or exclude cash sales and or zero priced items 164 e Digital Dining Frequent Diner Delivery User s Guide Digital Dining Reports Menu Find Next Pie Customers w No Ord x Report Name Customers w No Ord 8 Zones 2 Sales Typ 3 Prep Types 4 Prep Gips 5 Profit Cus 6 Days Report Format Batch Report Cash Sales Grouping Frequent Diner Plan Zero Priced Items Subgrouping None Staff ID fi Table 0 Sorting None x Time 06 00 Optional Input None F Time Interval jo Default Range Yesterday PLU Number fi Save Reset Delete Report Format list You can select one of four different report formats Each format will produce a report with different information and or arrangement Name and Address Name address and telephone number of each customer record Sales Summary Sales totals of each customer record Batch Report The name address and frequent diner point totals of each customer record Mailing Labels Mailing address of each customer record printed as mailing labels Frequent Diner Delivery User s Guide e 165 Reports Menu 166 e Digital Dining Grouping list You can control how the program organizes the information in your report by selecting a grouping option from the Grouping list
173. nce Window Main Tab In the Main tab you determine the format of your new report as well as decide how the program organizes and sorts your records The Main tab also allows you to filter customer records based on accumulated frequent diner points and complaints 132 e Digital Dining Frequent Diner Delivery User s Guide Digital Dining Reports Menu x Complaints Report Maintenance X find Now Ps view Add Complaints by Profit Cente Report Name Complaints by Profit Center Complaint O Memo 5 ZIP Code Report Format Complaint Audit PTD Purchases a To 9999 Group By 1 Profit Center Total Purchases a To 9999 Group By 2 None Sti i iY PTD Yalue 0 00 To 99999 99 Sort By None J Total Value o0 To 99999 99 Optional Input None x PTD Points so To 9999 00 Default Range Period To Date Total Points 000 To 9999 00 PTD Complaints 0 To 9999 Staff ID a To 9999 Total Complaints a To 9999 Save Reset Delete Report Format list You can select one of three different report formats Each format will produce a report with different information or arrangement Name and Address A list of customers who have made one or more complaints within the date range with addresses Complaint Audit A list of complaints made within the date range including details Complaint Summary A total of all the complaints made within the date range Freque
174. nce window has a you can access one of the many Find windows in Digital Dining Using Find Windows Digital Dining Once you access a Find window you have several options or methods for searching the list of records in the window You can use any of the tools that allow you to scroll for example highlight the next item scroll up one page or jump to top list You can also begin typing text in the description box The description box coordinates with the list of records and selects the records depending on what and how much you type For example if you type s the first record based on the alphabet that starts with s will be highlighted let s say it s salad If you type Frequent Diner Delivery User s Guide e 13 Digital Dining Basics st salad is no longer highlighted rather the first record that starts with st is highlighted let s say it s strip steak You can continue to type more letters until you see the record you want or until the record is automatically selected 14 e Digital Dining Frequent Diner Delivery User s Guide Frequent Diner Basics Frequent Diner Basics Overview Many restaurants earn the bulk of their profit from repeat business rather than one time only customers If you earn most of your money from the customers who patronize your restaurant regularly you should take special care to please them We designed the Digital Dining Frequent Diner Deliv
175. ner accounts the customers must have some way of identifying themselves as frequent diners in the future Each new account must have a unique identification number and frequent diner customers typically use this number to identify themselves at the POS The system can automatically generate this number or the server can enter it manually You can use some other number unique to the customer such as a telephone number driver s license number or credit card number This method 1s fairly quick and the customer 1s not likely to lose it Many restaurateurs prefer to give their frequent diner customers some form of special identification card which features their customer ID number Customers can then use this card to identify themselves at the POS You can customize your frequent diner ID cards to your particular needs such as printing cards which feature your restaurant logo If you create more than one frequent dining plan you might find ID cards particularly convenient You could print cards with different colors or styles for each of your separate plans Furthermore you can give your customers special swipe cards frequent diner ID cards that include a magnetic strip like an ATM or credit card Your staff can swipe such a card at the POS to enter the customer s ID number automatically You can purchase a batch of individually prenumbered cards and give them to your frequent diner customers in the restaurant or by mail You can
176. ng it left or right You can reset the period to date for all your frequent dining plans by using the Frequent Dining Plan PTD Reset utility for more information see Frequent Dining Plan PTD Reset on page 95 S Frequent Dining Plan Maintenance Column Heading January February March April May June July August September October November December Sunday 1731 99 E 2 28 99 3 31 99 4 30 39 5 31 93 6 30 99 7 31 93 8 31 93 9 30 99 10 24 39 11 30 38 12 31 98 10 24 39 PpPoOocaodocCcmoonooooo eo amp 94 e Digital Dining Frequent Diner Delivery User s Guide Plans Menu Frequent Dining Plan Maintenance Window Memo Tab Every maintenance window has a Memo tab which is a large multiline editable text box If you type more than one line of information in this field the text will automatically wrap to the next line just as in most text and word processing programs The Memo tab will always have the number 0 as its shortcut key You can use this tab to type comments about the current record or to inform other management or staff members about the record You can type up to approximately 30 pages of text Frequent Dining Plan Utilities The Frequent Dining Plan utilities allow you to reset reward points and sales information for all your customer records You can use them to help manage your frequent dining plans and customer records Deduct Batch Rewards By using the Deduct Ba
177. ng plans in the Include list and will not print any customers associated with frequent dining plans in the Exclude list Customer Report Maintenance Window Interests Tab The Interests tab features a filter that allows you to include or exclude customers associated with specific special interests The program will only print customers associated with special interests in the Include list and will not print any customers associated with special interests in the Exclude list If you have associated any customers with special interests in both the Include list and Exclude list the program will include them in the report Customer Report Maintenance Window Zip Codes Tab Digital Dining The Zip Code tab features a filter that allows you to include or exclude customers living in specific zip codes The program will only print customers living in zip codes in the Include list and will not print any customers living in zip codes in the Exclude list If you wish to include customer records with any zip code you can select the Include Any check box The report will include customers living in any zip code even if they appear in the Exclude list Frequent Diner Delivery User s Guide e 125 Reports Menu Customer Report Maintenance Window Zones Tab The Zones tab features a filter that allows you to include or exclude customers living in specific delivery zones The program will only print customers living in delivery zones in the Include lis
178. ng totals and averages for sales reward points and or credit 158 e Digital Dining Frequent Diner Delivery User s Guide Digital Dining Reports Menu Grouping list You can control how the program organizes the information in your report by selecting a grouping option from the Grouping list The program will list the customer records alphabetically by the grouping option you select You can group your customer records by any of the following criteria Profit Center Click Profit Center to group your transactions by the profit centers in which the transactions took place Click FD Plan to group your transactions by the frequent dining plans of the customers Delivery Zone Click Delivery Zone to group your transactions by the delivery zones of the customers Reward Coupon Click Reward Coupon to group your transactions by the reward coupons they produced if any For instance the program will group all of the transactions that produced a free sandwich coupon Subgrouping list You can group your data to a second level by selecting a subgrouping option from the Subgrouping list The Subgrouping list is identical to the Grouping list Sorting list You can also control how the program organizes the information in a report by selecting a sorting option from the Sorting list The program will sort records in alphabetical and or numerical order by whatever item you select in the Sorting list You can sort your custome
179. nge Maintenance on page 66 Note Order area The Button and Line options determine how unassigned delivery orders will display at the POS You must select one of these options These settings only pertain to delivery service and do not affect frequent diner service Enter Driver ID If you select this box the program will require that you or your dispatcher assign a driver to each order The program will display a list of available drivers from which you can choose You must select a driver ID from this list before placing the order Button If you select this option unassigned delivery orders will display as buttons on the Selection panel of the POS The dispatcher can tap these buttons and then tap the Assign button to assign the orders to available drivers Line If you select this option unassigned delivery orders will display as lines of text in the display area of the POS The dispatcher can tap these lines and then tap the Assign button to assign the orders to available drivers Use Zones You must select this check box to use delivery zones If you do not wish to use delivery zones you should verify that this box is not selected This check box affects the appearance of both the POS Entries and Customer Record Maintenance windows 74 e Digital Dining Frequent Diner Delivery User s Guide Setup Menu Orders Report area The Orders Report area allows you to set up a Delivery Late Orders Report which you can view a
180. ning Plan Maintenance Window Sales Tab cccccccccceceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 94 Frequent Dining Plan Maintenance Window Memo Tab cccccccceceeeeeeeeeeeeeeeeeeeeeeeeeeeees 95 Prequemt Dimma P lati Wii S iran E A 95 Pedot Bak ERV d iea a a a a en a On Tne ee 95 Prequent Dinine Flam PELD RES eB cose catoxcccsnag vaste tacseradeedgededatactag e a a a eases 95 Customers M NUsiisssss ea 97 OVEN 1 Von on e A E E ANO 97 Customer Record Maimten ane erscncinss ainn ae O T endo 97 Customer Record Maintenance Window Main Tabu ccc ccececcccssseccceeseccceeesceseeecceeenesees 98 Customer Record Maintenance Window Purchases Tab 0 ccc cece ceeecccceeeccceessccseeescsseeness 101 Customer Record Maintenance Window Sales Tab u c cece cceeccccesssccceeccceeesccsseeesesueness 102 Customer Record Maintenance Window Interests Tab cece cccceecccceeecceeeecceeessssseeness 103 Customer Record Maintenance Window Occasions Tab ccceecccesecccseseccceessccceeesseeeness 104 Customer Record Maintenance Window Messages Tab c0cceseessssesseseseeeeeeeessssessaas 106 Customer Record Maintenance Window Misc Tab u cece ceecccccseccccesecccceeseccceeeccseeeseeseness 107 Customer Record Maintenance Window Memo Tab ccecccccssecccceeccceessceceeesceseaeess 108 Cistomer Label WiaintenanCe seieren nels ae nies ee elise 109 Customer Label Maintenance Window Main Tab 0 cc ccc cceccccceecccceessceeeecceesssccs
181. nt Coupon Maintenance Short Description OverCook GIiSKIP BLANK GIDELIVERY ZONE Delivery Zone DELIVERY_ZONE SKIP_END BOLD_ON G LEXPAND_ ON G CVUST_TITLE G FIRST_NAME G LAST_NAME Please Come Back G BOLD_OFF G EXPAND OFF BOLD ON On G LAST_COMPLAINT DATE we blew it Your food was overcooked and you were not pleased his coupon entitles you to RED_ON Status Report Maintenance A status report contains information on the status of a customer s Frequent Diner account You can set up a status report displaying the customer s name the name of the plan they are enrolled in their current point count or any other information you need You can then print it at the POS whenever necessary You can offer this status report to customers who want to know their current point count Status Report Maintenance Window 84 e Digital Dining You can add view edit or delete status reports from the Status Report Maintenance window When you enter a status report in the Item Description box the program captures the first eight characters of the description including spaces and displays these characters in the Short Description box You can change the Short Description or you can keep the system defined eight character description The text that appears in the Short Description box is the description that will show on reports If this description is not clear enough for you specify a Short Description of your own
182. nt Diner Delivery User s Guide e 133 Reports Menu Group By 1 list You can control how the program organizes the information in your report by selecting a grouping option from the Group By 1 list The program will list the data alphabetically by the grouping option you select You can group your data by any of the following criteria Profit Center Click Profit Center to group your data by the profit centers within which the customers made the complaints Frequent Dining Click Frequent Dining Plan to group your data by the Plan frequent dining plans of the customers Special Interest Click Special Interest to group your data by the special interests of the customers Zip Code Click Zip Code to group your data by the zip codes of the customers Delivery Zone Click Delivery Zone to group your data by the delivery zones of the customers Day of Week Click Day of Week to group your data by the days of the week that the customers made the complaints Customer Click Customer to group your data by each customer Click Staff to group your data by the ID numbers of the staff members who took the complaints from the customers Complaint Type Click Complaint Type to group your data by the each complaint reason Group By 2 list You can group your data to a second level by selecting a subgrouping option from the Group By 2 list The Group By 2 list includes the same options as the Grouping list Sort By list You can als
183. ntenance Window Memo Tab 0 ccccccccccccceccccceeeceeceeeeeeeeeeeeeeeeeeeeeeees 63 Special Interest MaintenanCe aiseee ariii Tea a TE T 63 Special Interest Maintenance Window Main Tab cccccccccccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 64 Special Interest Maintenance Window Memo Tab o0 ccc ccccccccccccccccceceeeceeeeceeeeeeeeeeeeeeseeeeeees 64 Complaint Reason Maintenance ss scs dxienssincisereeeivnnshavaswwnctdttcccedvaivestionemnsbeacscelen 64 Complaint Reason Maintenance Window Main Tab uu ccccccccscsceceecececceeeceeeeeeeeseeseeeeeees 65 Complaint Reason Maintenance Window Memo Tab uu ccccccccccssccecccceccceeceeeeeeeeeeeseeeeeees 65 Phone Exchange Maia en ain erenn E E E E E 66 Phone Exchange Maintenance Window Main Tab nnnnnnnseesssseseessessssssssesssssssssssssssssesss 66 Phone Exchange Maintenance Window Memo Tab ccccccsseeeseesssssssessssssessseeseeeeeeeeeas 67 Delivery Zone MaintenanC einean aE a E aedeliaaplemeneioseeses 67 Delivery Zone Maintenance Window Main Tab nnnnnnnnnnnneeeeeeeseenenesreererrrerrrrrrrrrerrereeren 68 Delivery Zone Maintenance Window Memo Tab ccceceeeeseseseseesssesssssssessssssssssssssssssaaes 68 TM COGS INNATE ANIC E gaa AE AA 69 ZIP Code Maintenance Window Main Tab vi i cc2sccssexi cease devensedacedinaiedansdeacdeatueiescndasancaatensees 69 ZIP Code Maintenance Window Memo Tab ccccccceeessssseseseeesesess
184. nu items alphabetically by the grouping option you select You can group your items by any of the following criteria Staff Member Click Staff to group your records by the ID numbers of the staff members who handled the transactions Prep Type Click Prep Type to group your records by their prep type Profit Center Click Profit Center to group your records by their profit center Weekday Click Weekday to group your records by the days of the week that the sales took place Time Interval Click Time Interval to group your records by whatever time interval you have entered in the Time Interval box if any Click FD Plan to group your records by the frequent dining plans of the customers Primary Interest Click Primary Interest to group your records by the primary special interests of the customers Zip Code Click Zip Code to group your records by the zip codes of the customers Delivery Zone Click Delivery Zone to group your records by the delivery zones of the customers Click Customer to group your records by each customer Subgrouping list You can group your data to a second level by selecting a subgrouping option from the Subgrouping list The Subgrouping list is identical to the Grouping list Sorting list You can also control how the program organizes the information in a report by selecting a sorting option from Sorting list The program will sort items in 146 e Digital Dining Frequent Diner Delivery User s Guide
185. o be the sole property of their respective owners Rather than list the names and entities that own the trademarks service marks or products MenuSoft states that it is using the trademarked service marked or product names only for editorial purposes and the benefit of the trademark service mark or product owner with no intention of infringing upon that trademark service mark or product Printed in the United States of America Limitation of Liability MenuSoft Systems Corporation hereinafter MenuSoft assumes no liability to any party for any loss or damage caused by errors or omissions or by statements of any kind in this publication its updates supplements or special editions whether such errors omissions or statements result from negligence accident or any other cause MenuSoft assumes no liability arising out of applying or using the Software and no liability for incidental or consequential damages arising from using this publication MenuSoft disclaims all warranties regarding the information contained herein whether expressed implied or statutory including implied warranties of merchantability or fitness for a particular purpose MenuSoft makes no representations that interconnecting products in the manner described herein will not infringe upon existing or future patent rights nor do the descriptions contained herein imply granting any license to make use or sell equipment or products constructed in accordance with this descrip
186. o control how the program organizes the information in a report by selecting a sorting option from the Sort By list The program will sort records in alphabetical and or numerical order by whatever item you select in the sorting list You can sort your data by any of the following criteria 134 e Digital Dining Frequent Diner Delivery User s Guide Reports Menu Last Name Click Last Name to organize your report by the last name of each customer Sort Name Click Sort Name to organize your report by the search name of each customer Company Name Click Company Name to organize your report by the name of each customer s company Last Purchase Click Last Purchase Date to organize your report by the Date last purchase date of each customer PTD Purchases Click PTD Purchases to organize your report by the purchases of each customer for the present period to date PTD Value of Click PTD Value of Purchases to organize your report Purchases by the value of purchases of each customer for the present period to date PTD Points Click PTD Points to organize your report by the frequent diner points of each customer for the present period to date PTD Complaints Click PTD Complaints to organize your report by the number of complaints of each customer for the present period to date Total Purchases Click Total Purchases to organize your report by the total purchases of each customer Total Value of Click Total Value of Purchases to or
187. occasions including None When you enter a special occasion name in the Item Desc box the system captures the first eight characters of the description including spaces and displays these characters in the Short Desc box Special Occasion Maintenance View Ada Wedding Anniversary Wedding Anniversary Short Desc Wedding Occasion Label Spouse s Name Save Reset Delete You can also enter a label for a special occasion in the Occasion Label box Later this label will display when you select this occasion from the Special Occasions list in the Occasions tab of the Customer Record Maintenance window This label should specify additional data unique to the customer For instance 1f the special occasion is Wedding Anniversary you might enter an occasion label such as Spouse s Name Then when you select Wedding Anniversary from the Special Occasion list Spouse s Name will display beside the Name box Frequent Diner Delivery User s Guide Setup Menu Special Occasion Maintenance Next Prev View Add Wedding Anniversary 7 Wedding Anniversary The text you enter in the Occasion Label box Customer Record Maintenance Order Fiter Customer fi 23 First Name Judy Last Name Andresen Will appear as a wa ao en label with that Special sah ial ecason gt Occasion in the peg Customer Record Maintenance window
188. of purchased menu items Total number of purchased within the present period to date menu items Complaints Number of complaints within the Total number of present period to date complaints Frequent Diner Delivery User s Guide Reports Menu No Sale Reports Maintenance Window Memo Tab Every maintenance window has a Memo tab which is a large multiline editable text box If you type more than one line of information in this field the text will automatically wrap to the next line just as in most text and word processing programs The Memo tab will always have the number 0 as its shortcut key You can use this tab to type comments about the current record or to inform other management or staff members about the record You can type up to approximately 30 pages of text No Sale Report Examples You can use No Sale Reports to analyze the inactivity of accounts or plans Digital Dining provides four different report formats for this report Essentially the No Sale Reports display a list of customers who have not met certain purchase criteria that you set such as never bought desserts never purchased items on Monday or Tuesday or never bought lunch You can then create coupons or other marketing incentives that target these customers to encourage them to extend their buying habits You can customize how and what reports show by defining reports for more information see No Sale Reports Maintenance Window Main Tab
189. olled in a single Frequent Dining plan you can also offer different plans to different groups You may wish to market to groups that do not qualify as special interests For instance you can create a Frequent Dining plan offering some general discount to senior citizens Note Also on your frequent diner application you might ask for the customer s birthday children s birthdays spouse s birthday wedding anniversary or any other significant personal dates You can use this information for special promotions as well by sending personalized greeting cards complete with customized coupons for some item maybe a free birthday cake At the end of each month you can print a list of all your frequent diner customers with upcoming birthdays and send a mass mailing to them Rewards Digital Dining Once you have a healthy number of frequent diner customers you can begin using their information But to encourage customers to join your frequent dining plans you need to offer them some incentive You must decide what rewards to give your frequent diners You have two main types of rewards to offer your customers credit and coupons A reward credit is a cash discount off of a purchase Customers earn credit with each visit which they can redeem immediately at the POS or save for a later visit A reward coupon is a document given directly to the customer which they can use on a future visit Unlike reward credit customers mus
190. on page 132 Digital Dining Setup Requirements Digital Dining Just like the other check option functions of the Frequent Diner Delivery program you must modify the Digital Dining Setup program in order to use the Customer Complaint check option function at the POS You must create a Complaints check option with the Customer Complaint check option function and then add that check option to a register definition You and your staff can then record customer complaints and print complaint coupons as compensation Customer Complaint Check Option Function To use the Customer Complaint check option function at the POS you must create a Complaints check option in the Digital Dining Setup program In the Setup program open the Check Option Maintenance window of the Digital Dining Setup program Click Add to create a new check option and then click E in any of the Function boxes to open the Find Function window In this window select Customer Complaint and click OK Then click Save to save the check option for more information on check options see Check Options and Check Option Functions in the Digital Dining Setup User s Guide Window of Check Options Once you have created a Complaint check option you can add it to a window of check options You can either add it to an existing window of check options or create a new window of check options In the Setup program open the Window of Check Option Maintenance w
191. one number of the customer Address the address of the customer v v v v wv vy Dispatch Layout list If you select a layout from the Dispatch Layout list the POS will print this check for your delivery drivers The Dispatch Layout list contains all of the check layouts you create in the Check Layout Maintenance window of the Setup program This list allows you to create and print a customized dispatch check specifically for your delivery drivers To set the Frequent Diner Delivery program to print this dispatch check at the POS click the Print Dispatch Chk check box in the Assignment area of the Main tab Minimum Driver Out Time box You can also set a minimum delivery time for your drivers by typing a number of minutes in the Minimum Driver Out Time box If a driver returns from a delivery and logs in before the time specified in the Minimum Driver Out Time box the POS will ask the driver if the orders were delivered Assigned Check Maximum box You can set a maximum number of orders to be assigned to a single driver by typing the maximum number in the Assigned Check Maximum box If a dispatcher tries to assign more than this maximum number of items to a single driver the POS will prompt for a manager s password POS Entries Window New Entry Tab Digital Dining The New Entry tab allows you to set how staff members create new customer records at the POS and what information the new customer records require Frequent Diner Deli
192. option the program will not require any information set as forced in the Forced Entries area when you create new customer records in the POS However the program will still require forced information if you create new records in the Customer Record Maintenance window Note The Print Enrollment Slip check box allows you to set the POS to print enrollment slips for new enrollees If you select the Print Enrollment Slip check box the POS will print an enrollment slip when you create a new customers record at the POS You can then give this slip to the newly enrolled frequent diner customer Frequent Diner Delivery User s Guide Setup Menu The Prompt Customer ID check box allows you to set the POS program to prompt staff members for customer ID numbers for new enrollees If you select the Prompt Customer ID check box the POS will prompt the staff member to enter a customer ID number when creating a new customer record If you clear the Prompt Customer ID check box the POS does not prompt the staff member to enter a customer ID number Regardless of the Prompt Customer ID setting the POS does not prompt for a customer ID number if you select the Quick Entry option The Default FD Plan list allows you to set a default frequent dining plan for new enrollees Select a default plan from the Default FD Plan list which includes all the frequent dining plans you ve created in the Frequent Dining Plan Maintenance window The De
193. ord or to inform other management or staff members about the record You can type up to approximately 30 pages of text Delivery Zone Maintenance Digital Dining Before using delivery zones you must plan and create them First you should take a map of the area surrounding your business draw a rough circle outlining the limit of your delivery area usually equivalent to a drive time of five to ten minutes and then divide the total delivery area into smaller zones You should then label these zones such as Zone 1 Zone 2 By dividing your delivery area into smaller zones you can maximize your drivers efficiency Your dispatcher can assign various orders going to a single delivery zone to a single driver Or if there are fewer orders your dispatcher can assign orders from several adjacent delivery zones for example Zones 2 3 and 4 to a single driver Once you have created your delivery zones you can associate them to customer records When new customers call your restaurant you can take their name telephone number and address Based on their address you can determine which delivery zone they live in In the future when these customers call again you will immediately know which zone they are in for more information on using delivery zones see Delivery Zones on page 39 Frequent Diner Delivery User s Guide e 67 Setup Menu Delivery Zone Maintenance Window Main Tab Using the Main tab of the
194. orts window Staff ID boxes You can enter a range of staff ID numbers The report will only include complaints made to staff members whose ID number are within this range PTD Purchases boxes You can enter a range of current purchases The report will only include complaint information from customers whose period to date purchases are within this range Total Purchases boxes You can enter a range of total purchases The report will only include complaint information from customers whose total purchases are within this range PTD Value boxes You can enter a range of current value The report will only include complaint information from customers whose period to date value of purchases are within this range Total Value boxes You can enter a range of total value The report will only include complaint information from customers whose total value of purchases are within this range PTD Points boxes You can enter a range of period to date frequent diner points The report will only include complaint information from customers whose period to date frequent diner points are within this range Frequent Diner Delivery User s Guide e 137 Reports Menu Total Points boxes You can enter a range of total frequent diner points The report will only include complaint information from customers whose total frequent diner points are within this range PTD Complaints boxes You can enter a range of current complaints The report w
195. p a delivery service as well as some of the different ways you might use it Digital Dining Frequent Diner Delivery User s Guide e 37 Delivery Basics Delivery Order Life Cycle The life cycle of a delivery order usually follows a typical pattern gt The order taker or dispatcher takes a customer s call and records the order and if 1t is a new customer the telephone number and address gt The order taker sends the order to the cook gt The order taker assigns the order or a group of orders to a driver unless the order taker 1s also the driver gt The driver takes the order and address and makes the delivery gt The driver returns and pays the register In a delivery business the priority is speed and accuracy Any tool that reduces the time between taking the call and delivering the order is valuable Digital Dining reduces the necessary time at several phases of the delivery order cycle We will discuss these phases in order and suggest methods to speed your deliveries without compromising your efficiency Take the Order The cycle begins when a customer calls your restaurant and places an order Your dispatcher takes the customer s order telephone number address and any other important information Digital Dining offers several ways to quicken this process If this call is from a first time customer the dispatcher must enter this data into the program creating a new customer record The
196. plaints Report Maintenance Window Day Tab The Day tab features a filter that allows you to include or exclude complaints made by customers on specific days of the week The program will only print complaints made on days of the week in the Include list and will not print any complaints made on days of the week in the Exclude list Complaints Report Maintenance Window Memo Tab Digital Dining Every maintenance window has a Memo tab which is a large multiline editable text box If you type more than one line of information in this field the text will automatically wrap to the next line just as in most text and word processing programs The Memo tab will always have the number 0 as its shortcut key Frequent Diner Delivery User s Guide e 139 Reports Menu You can use this tab to type comments about the current record or to inform other management or staff members about the record You can type up to approximately 30 pages of text Complaints Report Examples You can use Complaints Reports to analyze complaints your frequent dining delivery customers have submitted You can use this information to redesign frequent dining programs assess staff training needs both front and back of the house or gauge frequent dining delivery customer satisfaction Digital Dining provides three different report formats for this report You can customize how and what reports show by defining reports for more information see Complaints Re
197. port Maintenance Window Main Tab on page 132 Complaints Report Name and Address Format 140 e Digital Dining You can change the report format by using the Report Format list on the Main tab of the Complaints Report Maintenance Window The Name and Address format of the Complaints Report allows you to generate a report that lists the name and address of each frequent dining delivery customer who submitted a complaint for the date range or period you provide Frequent Diner Delivery User s Guide Date 2 13 03 17 30 56 Operator Wizard Member No Anders 123 123 Anders Total Speck 1234 1234 1234 Minutes 1234 Speck Total Rodger 3333 Rodger Total Grange 4444 Ms Ms 1 Mr Mr Mr Mr 1 Mr Mr Mr 1 Judy Andersen Judy Andersen Paul Speckman Paul Speckman Paul Speckman Paul Speckman Wayne Rodgers Wayne Rodgers Wayne Rodgers Building Hall 16 Room 1 Hall 16 Room 1 DD CAFE Complaints Name And Address Sorted By LastName Grouped By Customer Filtered By Staff ID Street ST City 916 Clopper Road Apt B 2 916 Clopper Road Apt B 2 Rockville Rockville 456 Main St 456 Main St 456 Main St New York New York New York 456 Main St New York 7500 Steel Mill Dr 7500 Steel Mill Dr 7500 Steel Mill Dr Springfield Springfield Springfield 7370 Steel Mill Dr Pres Graham Granger Pres Graham Granger Pres Graham Granger Building 1
198. prefer to either add the delivery functions to your main table service register or to create a separate delivery only register If you want to create a delivery only register definition than you can set it to use the Delivery Assignment register type which features an array of functions specifically designed to help delivery dispatchers assign orders to drivers quickly and efficiently You can also include a new window of check options a new window of register options and at least one new check layout for your delivery register definition all tailored to your delivery needs If you do not want to create a new delivery only register definition than you can modify your main register definition typically using the Quick Service register type to handle delivery orders To do this you can modify your main register s window of check options window of register options and check layout accordingly Frequent Diner Delivery User s Guide e 199 Delivery at the POS Delivery Assignment Register Type We designed the Delivery Assignment register type to help delivery dispatchers assign orders to drivers quickly and efficiently by allowing them to pay and serve in one step To set a register definition to use the Delivery Assignment register type open the Register Definition Maintenance window in the Setup program click the Main tab and then click Delivery Assignment in the Register Type list At the POS the Delivery Assignment regist
199. product suite Digital Dining Labor Scheduling User s Guide Informs end users about the Labor Scheduling program within the Digital Dining product suite Digital Dining Multistore User s Guide Informs end users about the Multistore Office and Multistore Setup programs within the Digital Dining product suite About the Digital Dining Frequent Diner Delivery Program 2 e Digital Dining The Digital Dining for Windows Frequent Diner Delivery program is a supplementary program that works with the Digital Dining Setup Back Office and POS programs You can use this program to provide a frequent diner reward service to encourage repeat business You can also use this program to help provide delivery service to your customers more quickly and efficiently If you want to provide frequent diner service you can use the Frequent Diner Delivery program to create frequent dining plans for your customers A frequent dining plan is a reward offered to your customers for their frequent patronage of your restaurant Using the Frequent Diner Delivery program you can create one or more frequent dining plans in the Back Office and invite your customers to join them You can then reward enrolled customers with special coupons or credit While frequent dining plans encourage customers to patronize your restaurant more frequently they also afford you more flexible marketing opportunities By enrolling customers as frequent diners you can collect specia
200. r s total frequent diner points if any the customer s total frequent diner credit if any the cost of the transaction the total number of menu items the customer ordered the amount of the transaction and the customer s delivery zone if any To view a preview of each check within the specified date range click Preview 176 e Digital Dining Frequent Diner Delivery User s Guide Reports Menu Range list l CustID_ CustName Date amp Time Check Plan Points _ 33 _ JGriswald Harold 5 21 01 14 59 1004 New FD Plan 0 00 Customer Purchase History Window Filter Window Digital Dining You can also filter your report by frequent dining plan or customer in the Customer Purchase History filter window To access the filter window open the Customer Purchase History Window and click Filter After setting a filter for frequent dining plan and or customer click Apply to save the filter and return to the Customer Purchase History window or click Clear to return to the Customer Purchase History window without saving the filter S Customer Purchase History x FD Plan list FD Plan Find Include C Exclude lt lt lt Member Number 3456 a Name Wilson Julie Apply FD Plan area The FD Plan area features a filter that allows you to include or exclude transactions from customers enrolled in specific frequent dining plans If you click Include the program will only include info
201. r records by any of the following criteria Frequent Diner Delivery User s Guide e 159 Reports Menu Check Number Click Check Number to sort your report by the check number of each transaction Customer Click Customer to sort your report by each customer Click Staff ID to sort your report by the ID numbers of the staff members who handled each transaction Click Sales to sort your report by the amount of sales of each transaction from highest to lowest Click Cost to sort your report by the amount of cost of each transaction from highest to lowest Optional Input list If you select an optional input the program will display a filter window for the selected data each time you print this report at the Plan Reports window You can select one of the following optional input criteria Frequent Dining Click Frequent Dining Plan to filter your transactions by Plan the frequent dining plans of the customers Profit Center Click Profit Center to filter your transactions by the profit centers within which the transactions took place Reward Coupon Click Reward Coupon to filter your transactions by the reward coupons they produced if any Delivery Zone Click Delivery Zone to filter your transactions by the delivery zones of the customers Default Range list If you select a default date range from this list this range will appear in the Range list of the Plan Reports window Time Range boxes You can enter a ti
202. rams The Memo tab will always have the number 0 as its shortcut key You can use this tab to type comments about the current record or to inform other management or staff members about the record You can type up to approximately 30 pages of text Customer Utilities The Customer menu features two customer utilities the Customer PTD Reset utility and the Frequent Dining Point Reset utility The Customer PTD Reset utility allows you to reset period to date sales information for all your customer records The Frequent Dining Point Reset utility allows you to reset frequent diner point totals for all of the customers enrolled in one or more frequent dining plans Together these utilities can help you manage your customer records Customer PTD Reset By using the Customer Period to Date Reset utility you can clear the Period to Date sales totals on the Sales tab of the Customer Record Maintenance window After you reset it the program will add the PTD sales totals from that point on This utility will reset all of your customer records simultaneously It will not clear any of the other sales information 110 e Digital Dining Frequent Diner Delivery User s Guide Customers Menu Frequent Dining Point Reset The Frequent Dining Point Reset utility allows you to reset the frequent diner point totals and credit totals for all of the customers associated with one or more frequent dining plans S Frequent Dining Point Reset x
203. ransn Cost Cost 10 02 10 02 10 02 10 02 10 02 10 02 10 02 34 10 5 13 0 00 1 00 4 06 0 00 114 43 8 80 114 43 8 80 10 64 10 25 12 65 13 69 12 97 11 04 16 62 66 28 27 70 0 00 9 52 58 00 0 00 11 70 11 70 FD xx KKK KKK KK OK Reports Menu Coupon You can customize how and what reports show by defining reports for more information see Plan Report Maintenance Window Main Tab on page 157 Frequent Dining Plan Report Transactions Summary Format Page 1 Transaction Receipt Description Date 11 11 02 11 20 02 11 20 02 11 21 02 12 12 02 12 17 02 12 18 02 12 18 02 12 18 02 12 18 02 12 18 02 12 18 02 12 18 02 You can change the report format by using the Report Format list on the Main tab of the Plan Report Maintenance Window The Transactions Summary format of the Frequent Dining Plan Report allows you to generate a report that summarizes the total sales associated with frequent dining delivery customers by the frequent dining delivery plan for the date range or period you provide For more information on what the columns of this report contain or how to calculate their values see Frequent Dining Plan Report Examples on page 162 Digital Dining Frequent Diner Delivery User s Guide e 163 Time 15 59 15 26 18 49 13 39 10 56 11 24 09 35 09 45 09 49 09 51 09 53 09 54 09 57 Reports Menu DD CAFE 2 4 03 Date 16 00 30
204. rd after purchasing 10 menu items If you select an accumulation method of Value of Purchases then you should enter a monetary amount in the Level box such as 30 00 Convert This box fills automatically calculated from the Level and Amount boxes Level Convert Amount The program uses this formula to calculate the amount of a credit reward The program does not use this calculation for reward coupons Amount You must enter the monetary amount of a reward credit in this box You can also enter an amount for reward coupons of specific monetary amounts 2 00 off any purchase but you are not required to do so Cost You can enter the cost of the reward to the restaurant This should be the actual cost rather than the sale price of the particular item For instance if you are offering a coupon for a dessert that typically sells for three dollars but costs your restaurant two dollars to prepare you should enter 2 00 in the Cost box You can then use this information in your frequent dining plan reports to analyze the cost and effectiveness of your plan Credit You must select either the Credit check box or the Print check box for the program to give any reward to customers You should select the Credit check box if you are offering a reward credit with this plan The customer will earn credit on each visit and can redeem that credit at the POS or save it to use on a later visit If you select a reward credit you do no
205. re is the sole responsibility of the dealer In the event that the dealer you purchase Digital Dining from is no longer in business or is no longer an authorized dealer of Digital Dining Menusoft will make a reasonable effort to assign a new dealer to provide direct support Registration License Protection Dealer on behalf of its customer shall register each copy of the product with Licensor The registration will be accomplished on forms prescribed by Licensor and provided in the sealed package Dealer acknowledges that neither the Licensor nor the Dealer will support in any way an unregistered copy of Licensor s product Provided Dealer is not in default hereunder Dealer may obtain updates from Licensor as they become available for distribution Nothing herein is intended to nor shall it be construed to provide any right to Dealer or Dealer s customer to decompile duplicate or reproduce the product or any other documentation including but not limited to marketing materials provided by Licensor Any act inconsistent with full and complete protection of Licensor s copyright and common law rights in the product is expressly and strictly prohibited by this Agreement The parties hereto acknowledge that any decompilation duplication reproduction or other unauthorized use or disclosure will cause irreparable harm to Licensor Licensor shall be entitled to enforce both its legal and equitable remedies to prevent such harm Dealer and it
206. reate customer records either at the POS or in the Back Office You must select the Frequent Diner check box in the Customer Search area This setting allows the program to conduct customer record searches properly at the POS The program cannot search the frequent diner customer records unless you select this check box You should also review the Forced Entries area If any of the check boxes in this area are selected then the program will require that information when you try to enter new customer records For this tutorial you only want to select the Name box so that you will only have to enter the first and last name of the customer 30 e Digital Dining Frequent Diner Delivery User s Guide Setting Up a Frequent Dining Plan To Set the POS Entries Window for Frequent Diner 1 On the Setup menu click POS Entries 2 Click the Main tab m Customer Search d4 Enter Driver ID V Frequent Dining C Button Line f f M Use Zones r Assigaiment Print New Check eure eee Oe NN ne ck I Print Dispatch Chk Delivery Checks oh e A E AON Late order min o 3 Inthe New Entries area click Quick Entry 4 Inthe Customer Search area click the Frequent Dining check box 5 Inthe Forced Entries area click the Name check box Clear any of the other boxes in the Forced Entries area if they are selected 6 Click Save to save the changes and keep the current window ope
207. records as delivery customers If your restaurant is a delivery service such as a pizza delivery restaurant then all of your records will be delivery customers and you should probably check this box Digital Dining Frequent Diner Delivery User s Guide e 79 Setup Menu Forced Entries area The Forced Entries area features a list of many of the boxes from the Customer Record Maintenance window By selecting any of these check boxes you are setting the program to demand this information whenever you create new customer files either in the POS or in the Back Office For instance if you select the Phone Number check box and then try to save a new customer file without entering a phone number the program will display an error message and require that you enter a phone number for the customer You can force any of the following information Name Company Building Street Address City State amp ZIP Code the POS will require all three Phone Number Delivery Instructions Frequent Dining Plan v v yv yY yY vY vY ww 4 Delivery Delivery Zone POS Entries Window Memo Tab 80 e Digital Dining POS Entries also has a Memo tab which is a large multiline editable text box If you type more than one line of information in this field the text will automatically wrap to the next line just as in most text and word processing programs The Memo tab will always have the number 0 as its shortcut key You can use this
208. report with a Print Preview toolbar The Print Preview toolbar allows you to manipulate the report you can view different pages print export or enlarge the details of the report 118 e Digital Dining Frequent Diner Delivery User s Guide Reports Menu Export to File or Page of Page area Mail Report Goto First Page Go to Previous Page Zoom box i yal pe fii aie an A 4 f 4 4 1of1 gt ri 8 AA 100 Total 302 100 302 of 302 Go to Next Page Wa l N Total Number of Go to Last Page Records in this Report Print Report When you first open any multipage report the Page of Page area will display 1 of 1 If you move forward one page at a time this area will change to 2 of 2 or 3 of 3 and so on You can quickly see how many pages are in your report by clicking Go to Last Page Note Customer Report Maintenance Customer Reports allow you to analyze information about your frequent diner and or delivery customers in a variety of ways You can list customer records grouped and sorted by frequent dining plan special interest special occasion zip code or delivery zone You can also analyze sales of individuals or special groups collect addresses and telephone numbers of customers or print mailing labels to customers Customer Report Maintenance Window Main Tab In the Main tab you will determine the format of your new report as well as decide how the program wil
209. requent Diner Plan SubGrouped By Delivery Zone Filtered By Interests Sales Type Prep Type Profit Center Plu Cash Sales Zero Priced Items FD Plans Required Accum Exp Member No Last Name FirstName Building Street Address City State Zip Plan Reward Points Points Date Family None 3456 Wilson Julie 1471 E Broadway Columbia Mo 65203 Family Menusoft Bucks 1 00 386 25 5 11 03 NoneReward 1 Andersen Judy Hall 16 Room 101 916 Clopper Road Apt B 2 Rockville Md 20878 Family Menusoft Bucks 1 00 5 50 5 11 03 1 Zone 3Reward FamilyReward 2 End of Report You can customize how and what reports show by defining reports for more information see No Sale Reports Maintenance Window Main Tab on page 164 Customer Purchase History Window The Customer Purchase History window allows you to print or preview a list of purchases by frequent diner and or delivery customers within a specified date range You can specify a general time period such as a specific day of the week or month of the year in the Range list If you wish to set an irregular date range you can click Custom and then type the specific date range in the Date Range boxes The Purchases grid will display information on each transaction that occurred in the specified time period including each customer s ID number and name the date and time of each transaction each transaction s check number the customer s frequent dining plan if any the custome
210. rmation from transactions from stores associated with frequent dining plans listed in the FD Plan list If you click Exclude the program will only include transactions from customers not associated with frequent dining plans listed in the FD Plan list To add a frequent dining plan to the FD Plan list click Find and select a frequent dining plan from the Find window To remove a Frequent Diner Delivery User s Guide e 177 Reports Menu frequent dining plan from the FD Plan list click the frequent dining plan and then click To remove all frequent dining plans from the FD Plan list click ig Member area The Member area allows you to generate a report for a single customer To filter a report by a single customer click a in the Member box and select a customer from the Find Customer Purchase History window You can select a customer by name search name or ID number The customer s name will display in the Name box 178 e Digital Dining Frequent Diner Delivery User s Guide Setup and Back Office Features Setup and Back Office Features Overview In this chapter we will discuss the functions of the Digital Dining Setup and Back Office programs that directly pertain to the Frequent Diner Delivery program In particular we will examine the various check options and register options required for frequent diner and delivery service at the POS We will describe what they do and how you can use them We will also describ
211. rs The program will only include sales information from transactions handled by staff members whose ID falls within this range Table boxes You can enter a range of table numbers The program will only include sales information from transactions from tables that fall within this range Time boxes You can enter a time range The program will only include sales information from transactions that took place within this time range For instance if you enter a time range of 6 00 to 9 00 the program will only include information from transactions that took place between 6 00 and 9 00 of each day within the date range Time Interval box You can enter a time interval by which the program will group the records in the report The program will group sales information from transactions by whatever number of minutes you enter in the Time Interval box For instance if you enter 30 the program will collect information for transactions occurring within each 30 minute interval of the specified time range If you enter a time range of 5 00 to 7 00 and a time interval of 30 the program will print a report with sales Frequent Diner Delivery User s Guide e 149 Reports Menu information in four groups transactions occurring from 5 00 to 5 30 from 5 30 to 6 00 from 6 00 to 6 30 and from 6 30 to 7 00 PLU Number boxes You can enter a range of PLU numbers The program will only include sales information fro
212. s You can encourage customers to join your frequent diner plans and collect their information in many different ways You must decide which method is most suited to your needs If you decide to collect printed applications from your customers you should also decide when to enter these applications into the database Try to do this on a regular basis such as nightly or weekly You probably don t want customer applications to sit idle any longer than absolutely necessary The sooner you register these customers as frequent diner members the sooner they will return to enjoy their benefits Point of Sale You can if you wish create new customer files directly at the POS By doing so you could create new customer files by entering some but not all of their customer information You could enter all of a new customer s information at the POS but this process is time consuming and very impractical A more feasible method might be to add part of their information perhaps no more than a customer ID number and then add the rest of the customer information later in the Back Office You can then create a customer s account immediately at the POS give the customer a special ID number or card save your copy of the customer s application and then enter the rest of the data at a more convenient time 16 e Digital Dining Frequent Diner Delivery User s Guide Frequent Diner Basics Customer Identification Once you create new frequent di
213. s on page 13 Next Click Next or press ALT N to activate the next item in the sequence Digital Dining will save any changes you make to the current item when you exit unless you click Reset and then click Exit If you are using a filter Digital Dining will display only the database items that pass that filter Prev Click Previous or press ALT P to activate the previous item in the sequence Digital Dining will save any changes you make to the current item when you exit unless you click Reset and then click Exit If you are using a filter Digital Dining will display only the database items that pass that filter View Click View or press ALT V to display the details of database items You can view records by scrolling through the database click Next or Prev or searching for a specific item click Find Frequent Diner Delivery User s Guide Digital Dining Digital Dining Basics Add Click Add or press ALT A to change to the Add mode In this mode you can add and save new items by clicking Save or Exit Save Click Save or press ALT S to save any changes made to the current database item and keep the active window or dialog box open Reset Click Reset or press ALT R to cancel any change s you have made to the current item in the database You can cancel the change s even if you have selected and edited information on a different tab within the current window You cannot cancel changes once you ha
214. s at ae E A I ahaa ayeeneeaseet 183 vi e Digital Dining Frequent Diner Delivery User s Guide Contents PSV yess dee A ETE E E E E AES 183 CHECK Option Funcions seier n E E A A E 184 REA lt 3 ce 019 ON a o S a aa G 186 Check VI aimlenaniCe csisren ena a a a caesacdinumailapodiiaadeemeaies 188 Divec Stall Dep artic iit sceana T AAO A EEO A Ta 188 Stale Member Maintenance senere sal Race E E A T E A A 189 Frequent Diner at the POS anannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnne 191 OVENI W ao T T TEET 191 Frequent Diner Service Register DeSign cc ccccccssssseessesseeeeeeeceeeeeeeeeeeeeeaaaas 191 Tsa C 0 hs e e E 191 SPUEE ck lt i Re ae ol ane E emer fe ee ene Te eee ee 194 PRE Wald C TOC ss secs coc hice cts Sanansaapeneaiiodadcanotesahadlanty E E N E 195 Che ck Ophion FUN CU ONS creiss s iar ene avant E 196 Clear Proquemt Diner G ustomer yin seccaaninecei antetemsmocatvn er GE EREE A E AA 196 CUISTOMICE oeae Is 2 o5c aie asia a aw sas daaueasantanantuha cian E E O sy Recut dia O 197 Edit CUS OMe P OMS taaa a a ea a 197 Frequent Dimer staus ls POL ain a r ene 197 D livery at th POS sens cseectccnecesccsseszceiddececeesestssteneccececenenspeiddace 199 OVON a a ner ania E E eer eee 199 Delivery Service Resister Desi ois ois ctievaceeniss eE EE EEEE A EE 199 Delivery Assignment Register TypPe cccccccccccccccccsssssseeeeeeeeceeeeeeeeseeeeeeaaaaas 200 INC CESS Orders SOME iea a a a a a aaneseuuniauses outs
215. s of each customer for the present period to date Total Number of Click Total Number of Complaints to sort your report Complaints by the total number of complaints of each customer Current Credit Click Current Credit to sort your report by the reward credit of each customer for the present period to date Total Credit Click Total Credit to sort your report by the total reward credit of each customer Digital Dining Frequent Diner Delivery User s Guide e 147 Reports Menu Optional Input list If you select an optional input the program will display a filter window for the selected data each time you print this report at the Menu Item Sales Reports window You can select one of the following optional input criteria Profit Center Click Profit Center to filter your report by the profit centers within which the transactions took place Sales Type Click Sales Type to filter your report by the sale types of the menu items PTD Purchase Click PTD Purchase Value to filter your report by the Value value of purchases of the customers for the present period to date Total Purchase Click Total Purchase Value to filter your report by the Value total value of purchases of the customers PTD Number of Click PTD Number of Purchases to filter your report by Purchases the number of purchases of the customers for the present period to date Total Number of Click Total Purchases to filter your report by the total Purchases number
216. s users customers shall fully cooperate with the Licensor in any copyright enforcement or related action brought by Licensor and shall promptly notify Licensor of the presence of any unauthorized product Duties of Dealer Training Support For all purposes hereunder Dealer is an independent contractor Nothing herein 1s intended to nor shall it be construed to create a joint venture partnership or any employment relationship between Licensor and Dealer Dealer has no right or authority to assume or create any obligation in the name of or on behalf of Licensor Dealer is solely responsible for product support of its customers It is in the best interest of both Licensor and Dealer that the Dealer s customers are satisfied with the level of product support and training provided by Dealer Dealer shall provide adequate training for both its customers as well as its support sales staff It is the dealer s responsibility to inform its customers of any software updates It is in the best interest of all parties licensor dealer and customers that they be current on software versions Disclaimer of Warranties Limitation on Damages Menusoft Systems Corporation expressly disclaims any warranty for the software product The software product and any related documentation is provided as is without warranty of any kind either express or implied including without limitation the implied warranties or merchantability fitness for a particular purpose
217. scription of how we designed the program or a description of how an interface works and practical help step by step instructions for completing most tasks Within each task cross references in the hard copy manual and hypertext links in the online Help will let you quickly access the associated reference information you might need to complete each task When working within the Frequent Diner Delivery program you can access the online help file through the Help menu Within the help system you can look for answers with a table of contents an index or a find capability Furthermore we ve linked many of the topics with hypertext links Jumps which make finding the right information quicker and easier Document Organization Digital Dining Each section in this manual builds on the concepts or procedures detailed in the previous section s The description of the topics and procedures therefore become more involved as you progress through the manual We divided the Frequent Diner Delivery User s Guide into the following sections gt Digital Dining Basics This section describes the main concepts windows and functions that you will encounter in most Digital Dining programs gt Frequent Diner Basics This section describes the basic concepts of frequent diner service as well as how to use the Frequent Diner Delivery program to provide effective frequent diner service Frequent Diner Delivery User s Guide e 3
218. service you will want to set up your primary register as a delivery register If however you offer delivery service as well as dine in service you may not want your main register to be your delivery register You may wish to create a separate delivery only register If you choose to create a delivery only register you must create a new delivery register definition which can include a new check layout a new window of check options and a new window of register options all tailored to your delivery needs If you do not want to create a delivery only register you must modify your main register to handle delivery orders To do this you must modify your main check layout your main window of check options and your main window of register options Frequent Diner Delivery User s Guide e 183 Setup and Back Office Features Check Option Functions The Digital Dining Setup program includes several check option functions in the Check Options Maintenance window that only work with delivery service You can create new check options with these functions which you can then add to your main window of check options By doing so you can then use these special delivery functions at the POS You can create new delivery check options in the Check Option Maintenance window of the Digital Dining Setup program for more information see Check Option Maintenance Window in the Digital Dining Setup User s Guide Like all check options you can add
219. splay a list of all orders that have not been assigned for ten or more minutes for more information see Orders Report area on page 75 Delivery Set Late Time The Delivery Set Late Time register option allows you to reset the late time on the Late Orders Report at the POS Using this option you can enter the number of minutes that must pass before an unassigned order is considered late For instance you might reset the late time from 10 minutes to 15 minutes Later if you select the Late Orders Report option the program will display a list of all orders that have not been assigned for 15 or more minutes for more information see Orders Report area on page 75 Driver Select The Driver Select register option allows you to assign orders to an available driver When you select this option the program will list all the drivers who are available You can then assign one or more orders to a driver Driver Single The Driver Single register option allows you to assign orders to an available driver When you select this option the program will list all the drivers who are available You can then assign one or more orders to a driver List All Assigned The List All Assigned register option allows you to view the details of any orders you have assigned to any drivers Pay Driver Run The Pay Driver Run register option allows incoming drivers to quickly pay the register for their delivery orders at the POS Your dispatcher c
220. ssessssssssesssseeessseeaaas 69 Siec Maintenance WING OW seiren ee a 70 Ma eoe a a E A A A E N 71 MEDO a Dee r A A N 72 POS ENTIS W 1G O W couric raia T T A A iegdioeee ee 12 Ma TaD a E E E E a 72 Mre La Dira ada tative ats tares aaa E E E 75 New Enty TaD saosin oes T E A E Ge go moe qd DTS THA A eea aera A A 80 Layouts Men ssa a a 81 OVENI N ari EN T EE 81 Digital Dining Frequent Diner Delivery User s Guide e iii Contents Reward Coupot Maiteman Ce reirei a n eT EE OTE 81 Reward Coupon Maintenance Window cccccccccccccccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 82 Complaint Coupon Maintenance essnee ioc saawaaeisesducedenedecsivoeeedes 83 Complaint Coupon Maintenance Window cccccccccceccceeeceeeeeeeeeeeeeeeeeeeeeeeseeeeeeeeeeeeeeeeeeeeeeeeees 83 Status Repor Maintenant scaena nieni ae a E EAE T EU ated 84 Status Report Maintenance WIndoW xccsec2iscs ieee coated earnan aE E A EEEE E Ea anda 84 Plans IM GNU scssi aS AETA E 87 OVE E Woran aaa aaa a aa aaa leaks Etta 87 Frequent Dining Plan Maintenance ccccccccccccccsessseeeeeseeeeeeeeeeceeeeeeeeeeaaaaaas 87 Frequent Dining Plan Maintenance Window Main Tab cccccccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 87 Frequent Dining Plan Maintenance Window Profit Cnt Tab cc cccceceeeeeeeeeeeeeeeeeeeees 93 Frequent Dining Plan Maintenance Window Sales Type Tab ccccccccccccccececeeeeeeeeeeeeeees 94 Frequent Di
221. st No Sale Reports Maintenance Window Zones Tab The Zones tab features a filter that allows you to include or exclude customers living in specific delivery zones The program will only print customers living in delivery zones in the Include list and will not print any customers living in delivery zones in the Exclude list No Sale Reports Maintenance Window Interests Tab The Interests tab features a filter that allows you to include or exclude customers associated with specific special interests The program will only print customers associated with special interests in the Include list and will not print any customers associated with special interests in the Exclude list If you have associated any customers with special interests in both the Include list and Exclude list the program will include them in the report No Sale Reports Maintenance Window Zip Tab Digital Dining The Zip tab features a filter that allows you to include or exclude customers living in specific zip codes The program will only print customers living in zip codes in the Include list and will not print any customers living in zip codes in the Exclude list If you wish to include customer records living in any zip code you can select the Include Any check box The program will include records with any zip code in the report even if it appears in the Exclude list Frequent Diner Delivery User s Guide e 171 Reports Menu No Sale Reports Maintenance Win
222. stomer s fax number if any Delivery check box You should select this check box for delivery customers Delivery Zone list If you are using delivery zones you should select the customer s zone from this list Building Street boxes The Building and Street boxes allow you to store the customer s street address If you are entering a delivery customer you can enter some descriptive information about the customer s location in the Building box For instance if the customer is ordering a delivery to a particular office building in an industrial park you could specify the specific building where the customer was located You can also type the customer s street address in the Street box City box The customer s city of residence State box The customer s state of residence Zip Code list The customer s zip code of residence 100 e Digital Dining Frequent Diner Delivery User s Guide Customers Menu Customer Record Maintenance Window Purchases Tab Digital Dining The Purchases tab displays purchasing information regarding the customer including any reward credit or reward points the customer may have You cannot enter or edit any information from the Purchases tab Sg Customer Record Maintenance _Find Next Prev View Add Last Purchase 0 10721799 Value of Purchases fo Value of Purchases 99 48 Details No of Menu items No of Menu Items he o No of Complaints
223. stomer s information and take the order 200 e Digital Dining Frequent Diner Delivery User s Guide Digital Dining Delivery at the POS TIME OH ZOHE OFF 703 644 9447 Moore A Table 2337 Moore Alan 703 644 9145 K Westcott W Table 2338 Telephone 203 644 9447 703 644 6011 Zone Delivery Instructions Check Number 6224 Last Order Time 09 42 Expected Prep Time 09 42 Assigned to Driver N A Time Driver Out N A Time Delivered N A Check Closed N A Check Hew Tab Reg keg Assign Reports Options Orders The Top panel of the Access Orders screen features two buttons Time On Time Off and Zone On Zone Off These two buttons allow you to filter the orders that display in the Selection panel of the Access Orders screen If you tap Time Off Time On the POS will display the Time Filter screen This screen features six buttons each representing a different filter setting If you tap Ordered the Selection Panel will display orders that have been ordered but not prepped If you tap Prepped the Selection Panel will display orders that have been prepped but not assigned to drivers If you tap Assigned the Selection Panel will display orders that have been assigned to drivers who are currently available IN If you tap Out the Selection Panel will display orders assigned to drivers who are currently delivering orders OUT If you tap Delivered the Selection Panel will display orders that
224. stomers who have records in your data files You can review any customer s complaint history in the Customer Record Maintenance window You can also generate complaint reports that allow you to analyze your complaint information in a variety of ways Complaint Reasons A complaint reason is any reason for customer dissatisfaction You can create a record for each complaint reason that you want to add to the POS These files should represent general complaints that are relatively common such as overcooked food or poor service Once you create a complaint reason you can then create a coupon customized to that specific complaint reason You can also collect information in a complaints reports regarding this complaint reason and the customers making the complaint You can create complaint reasons in the Complaint Reason Maintenance window featured in the Setup menu for more information see Complaint Reason Maintenance on page 64 Complaint Coupons A complaint coupon is a reward given to a customer as compensation for a complaint The Complaint Coupon Maintenance window allows you to create layouts for complaint coupons which you can then associate with a particular complaint reason If a customer ever makes a complaint that matches one of your complaint reasons the server can select that complaint reason and the program will automatically print the appropriate complaint coupon For instance if you create a complain
225. t and will not print any customers living in delivery zones in the Exclude list Customer Report Maintenance Window Occasions Tab The Occasions tab features a filter that allows you to include or exclude customers associated with specific special occasions The program will only print customers associated with special occasions in the Include list and will not print any customers associated with special occasions in the Exclude list If you have associated any customers with special occasions in both the Include list and Exclude list the program will include them in the report S Customer Report Maintenance oi x _Find Next Prov View Add Spouse s Birthday Son s Birthday Daughter s Birthday Wedding Anniversary Member s Birthday MEMBER ANNIVERSA IV Use Dates RER C Year Anniversary June h 10 Aug mia A 20 Save Reset Delete You can filter your report further by clicking the Use Dates check box and then entering a date range in the Date Range lists You can use the Date Range boxes to filter your report by year or by anniversary If you select Year the two sets of Date Range lists will each include a Year list You can select an appropriate date month and year for your starting and ending date range For example if you wish to view a report of customer records with special occasions in the months of June July and August that is from June 1 2000 to August 31 2000 you
226. t need to create a reward coupon for the plan Print You must select the Print check box if you are offering a reward coupon with this plan The customer will earn points on each visit and when they earn a sufficient level of points determined by you in the Level box the program will print a reward coupon either at the POS or the Back Office depending on how you set the Print Mode If you select the Print check box you need to select a reward coupon for the plan in the Coupon Name list or create a new coupon in the Reward Coupon Maintenance window If you clear both the Credit and Print check boxes customers cannot earn frequent diner points from the plan If you try to save the plan without checking one of these boxes the program will display an error message Click Yes if you still wish to save the plan or click No to cancel the operation If you click Yes the plan will be effectively inactive until you edit it again and select Credit or Print check boxes 92 e Digital Dining Frequent Diner Delivery User s Guide Plans Menu Include Special Items check box If you want Digital Dining to give customers reward points when they buy special items click the Include Special Items check box If you want Digital Dining to exclude special items from the plan clear this check box Adjust by Discounts check box If you want the Frequent Diner Delivery program to adjust reward points by any discounts used select the Adjust by Discounts c
227. t reason for overcooked food you could then create a complaint coupon and include a specific apology for overcooked food Later if a customer makes this complaint the staff member handling the order can tap the overcooked food complaint button at the POS and the program will print the overcooked food complaint coupon You can create complaint coupons in the Complaint Coupon Maintenance window featured in the Layouts menu for more information see Complaint Coupon Maintenance on page 83 Complaints Reports 58 e Digital Dining Once you have created and used complaints at the POS you can create a series of complaint reports to help analyze your customer complaint information Using these Frequent Diner Delivery User s Guide Complaints reports you can create detailed lists of complaints to determine if certain complaints are more common than other complaints or if particular customers are complaining more than other customers You can also create a list of customers who have made complaints along with their contact information These reports can help you pinpoint possible problems as well as help you decide which complaints are valid and which are not You can preview or print complaint reports in the Complaints Reports window and you can define new complaints reports in the Complaints Report Maintenance window featured in the Reports menu for more information see Complaints Report Maintenance
228. t the POS A Late Orders Report is a list of orders that have not been assigned to a driver for a specified amount of time To use a Late Orders Report at the POS you must gt Select your delivery check layout in the Orders list of the POS Entries window gt Decide how many minutes an order must go unassigned before being considered late and enter that number in the Late Order Min box of the POS Entries window Add the Delivery Late Orders Report register option to your primary window of register options in the Digital Dining Setup program Once you have set up your Delivery Late Orders Report you can view the Late Orders Report at the POS whenever necessary The report will list any unassigned orders that are older than the designated time limit Orders Report You should select the layout of your delivery check in the Orders Report list By doing so you will be able to view the checks of late orders appearing in the Late Orders Report All of the check layouts created in the Digital Dining Setup program will appear in this list for more information see Check Layouts in the Digital Dining Setup User s Guide Late Order Min You should enter the number of minutes that must pass before an order is considered late For instance you might enter a Late Order Min of 10 ten minutes Later at the POS if you select the Late Orders Report option the program will display a list of all orders that have been unassigned for
229. t usually earn a certain number of points over many visits before earning a coupon Since reward coupons offer a wider range of options than reward credit they tend to be more popular among our users You can always modify these rewards however to meet whatever special needs you may have For instance you could use frequent dining plans for charitable promotions You could offer to donate some percentage of your profit from a plan to a particular charity The more money a frequent diner customer spends in your restaurant the more you will donate to this charity To calculate this you might attach a donation amount per frequent diner point At the end of a visit you could give your customers a status report displaying their total points accumulated and the total of your donation Frequent Diner Delivery User s Guide e 21 Frequent Diner Basics Coupons 22 e Digital Dining You can use reward coupons in a wide variety of ways You can offer a coupon for a free menu item a percentage discount off a single menu item or a percentage discount off a total order You can even offer rebate coupons which customers can redeem for cash We discourage this however since the general goal of frequent diner rewards is to encourage customers to buy more items more frequently Discount coupons are a good tool to foster general repeat business but free menu item coupons might prove more useful to encourage customers to try certain menu items t
230. tab to type comments about the current record or to inform other management or staff members about the record You can type up to approximately 30 pages of text Frequent Diner Delivery User s Guide Layouts Menu Layouts Menu Overview A layout is a template for printed items such as checks receipts prep tickets coupons or status reports If you have been using the Digital Dining Setup program then you are probably familiar with using layouts for more common documents checks receipts prep tickets The Layouts menu includes three layout maintenance windows gt Reward Coupon Maintenance Frequent Diner only gt Complaint Coupon Maintenance both gt Status Report Maintenance Frequent Diner only In this chapter we will discuss each of these windows in detail For information on the tokens relating specifically to the Frequent Diner Delivery layouts see the Digital Dining Setup User s Guide Reward Coupon Maintenance Digital Dining To encourage customers to join your frequent dining plans you must offer them some incentive You must give them some reward for their repeat business One of the easiest and most effective rewards you can offer is a reward coupon If you use frequent dining plans that offer reward coupons at the Point of Sale POS you must associate each plan with a reward coupon layout Frequent diner customers earn reward coupons when they accumulate a required number of points You deter
231. taff Setup then click Staff Departments 2 Click Add Eina Now Prev View Asa Son List Bartender x Bartender Day Pana 2Breaks _Aimage SPaxswod OMemo Short Description Delivery ee eee Regular 6 50 Department Group Front of House 7 Overtime 9 75 Register Timer Driver Timer 7 On Call 0 00 Meal Discount kNone gt Driver Department Declare Cash Tips Meal Qualification jo minutes worked Exclude Payroll Export Save Reset Delete 3 Inthe ltem Description box type Delivery Driver and then press the TAB key The first eight letters of this description will automatically appear in the Short Description box 4 Click the Driver Department check box 5 Click Save to save the change s and keep the current window open and active OR Click Exit to save the change s and close the current window Member Maintenance You have just created a new staff department devoted to delivery drivers Now you can assign staff members to this department To do so you must access the Staff Member Maintenance window in the Digital Dining Back Office program and assign staff members to any department which you have designated as a Driver Department In this tutorial you will create a new staff member and assign him to the Delivery Driver staff department that you have just created for more information see the Digital Dining Back Office User s Manual To Assign Staff Mem
232. tch Rewards utility you can deduct the reward points from your customer records after printing a batch of reward coupons The program will only deduct the appropriate points from customers who have earned a reward coupon For instance if you have a customer enrolled in a frequent dining plan which rewards a coupon after 10 points and the customer has earned 25 points the Deduct Batch Rewards utility will deduct 10 points from this customer s record and leave 15 points This utility will only adjust the reward point totals of customers associated with frequent dining plans set to print reward coupons in batches Frequent Dining Plan PTD Reset By using the Frequent Dining Plan PTD Reset utility you can clear the period to date sales totals on the Sales tab of the Frequent Dining Plan Maintenance window This utility will reset all of your frequent dining plans simultaneously It will not clear any of the other sales information After you reset it the program will add the PTD sales totals from that point Digital Dining Frequent Diner Delivery User s Guide e 95 Customers Menu Customers Menu Overview The Customer menu includes two maintenance windows and one utility devoted to creating and maintaining customer records gt Customer Record Maintenance window gt Customer Label Maintenance window gt Customer PTD Point to Date Reset utility You can enter customer records by way of the Customer Record Maintenance win
233. tems from it Set Delivery Time If you add the Set Delivery Time check option function to your standard Delivery Customer check option the program will prompt you to enter a delivery time for each delivery order A keypad will appear after you select a delivery customer prompting you to enter a delivery time in minutes This delivery time is associated with a layout token which you can place on a check or coupon layout Register Options The Digital Dining Setup program includes several register options that are exclusive to delivery service You can use these register options by adding them to a window of register options for more information see Register Options on page 186 Here we will discuss how you can use these register options at the POS Change Driver Assignment Digital Dining You can unassign the driver you have assigned to a delivery order After you tap Register Options from the Command panel and Change Driver Assignment from the Selection panel the POS will display all the drivers who are currently clocked in You can tap one driver multiple drivers or all drivers or you can tap Frequent Diner Delivery User s Guide e 205 Delivery at the POS Include All from the Command panel After you select the drivers tap Accept from the Command panel Then the POS program will display all the delivery zones you have defined if any You can tap one multiple or all delivery zones After you select the
234. th dine in and delivery our program can help you organize and operate your deliveries with a maximum of efficiency and a minimum of confusion In essence the Frequent Diner Delivery program is a single tool that you can use in two different ways In spite of their obvious differences both frequent diner and delivery services have one critical feature in common a customer database Both services require that you record individual customer information but each service uses that information for very different purposes A frequent diner service uses this information primarily for marketing whereas a delivery service uses it to reduce delivery time as much as possible For either service you use the same maintenance windows to create your customer and setup records However these two services function very differently at the Point of Sale While you can use the Frequent Diner Delivery program for very different purposes the frequent diner and delivery services are not mutually exclusive Since both of them use the same database you can use the Frequent Diner Delivery program to offer frequent diner service delivery service or both together In this chapter we will discuss the basic concepts behind a delivery service If you already offer delivery service to your customers or are considering offering such a service this chapter will suggest how to make your service as efficient as possible We will also discuss the general process of setting u
235. that information when you try to enter new customer records For this tutorial you should select the Name Street Address and Phone Number boxes since this information is indispensable for most delivery orders Frequent Diner Delivery User s Guide e 45 Setting Up a Delivery Service To Set the POS Entries Window for Delivery 1 On the Setup menu click POS Entries 2 Click the Main tab POS Entries eee Customer Search Phone Number Prompt Order M Delivery Enter Default Enter Driver ID MV Frequent Dining Area Code C Button Line M Exchange M Use Zones Assignment Extension Print New Check ae Orders Report Print Dispatch Chk Delivery Checks Late order min 0 3 Inthe New Entries area click Quick Entry 4 Inthe Customer Search area click the Delivery check box 5 Inthe Forced Entries area click the Name check box Clear any of the other boxes in the Forced Entries area if they are selected 6 Click Save to save the changes and keep the current window open and active OR Click Exit to save the change s and close the current window Digital Dining Setup Requirements Now that you have set up the POS Entries window for delivery service you must modify the Digital Dining Setup program to use the delivery service at the POS To do that you must first create a Delivery check option in the Digital Dining Setup program and then add that check option to
236. the program will collect sales information for transactions occurring within each 30 minute interval of the specified time range If you enter a time range of 5 00 to 7 00 and a time interval of 30 the program will print a report with sales information in four groups transactions occurring from 5 00 to 5 30 from 5 30 to 6 00 from 6 00 to 6 30 and from 6 30 to 7 00 Frequent Diner Delivery User s Guide e 169 Reports Menu PLU Number boxes You can enter a range of PLU numbers The program will only include sales information from menu items whose PLU number falls within this range No Sale Reports Maintenance Window Sales Types Tab The Sales Types tab features a filter that allows you to include or exclude customers who did not order menu items from specific sales types The program will only print customers who did not order menu items from any sales type in the Did Not Order list and will disregard sales type in the Don t Care list No Sale Reports Maintenance Window Prep Types Tab The Prep Types tab features a filter that allows you to include or exclude customer who did not order menu items associated with specific prep types The program will only print customers who did not order menu items associated with prep types in the Did Not Order list and will disregard prep types in the Don t Care list No Sale Reports Maintenance Window Prep Grps Tab The Prep Grps prep groups tab features a filter that a
237. tion MenuSoft Systems Corporation reserves the right to make any changes to any information herein and to any information associated with the on line documentation without further notice MenuSoft Systems Corporation 7370 Steel Mill Drive Springfield VA 22150 703 912 3000 http www menusoft com END USER AGREEMENT Licensor MENUSOFT SYSTEMS CORPORATION Licensor is in the business of developing and marketing computer software products for microcomputers Licensor is owner of all rights title and interest to prior and current versions of the software on media and related documentation the product Licensing We sell licenses to use no ownership is transferred implied or granted to the purchaser Digital Dining licenses are for use of the original purchasers only licensed to a specific corporation restaurant name and location and are nontransferable The license may not be given sold leased or rented to any other person or business All licenses can only be used by the original purchaser at the specified location that the license is issued to Support Menusoft is a software developer only We do not manufacture or sell any hardware nor do we provide any direct support to end users Our product is licensed through our dealer channel only Our authorized dealers are solely responsible for the installation of hardware and software All training and support of Digital Dining and related hardware and softwa
238. ts minimize the guesswork in such decisions You can also track the sales of certain menu items and determine their popularity with your frequent diner customer base If certain items are not selling well with Frequent Diner Delivery User s Guide e 19 Frequent Diner Basics your frequent diners they may not be worth carrying If you are introducing new menu items these reports can let you know how your frequent diners are responding to them If your frequent diners respond positively then you should probably continue serving those items You can also monitor lost business and negative feedback with our reports If any long time frequent diner customers suddenly stop patronizing your restaurant you ll know it Having their contact information readily available you can call them and ask if they were dissatisfied on their last visit and if so why You might offer them a coupon for a free item to encourage them to come back You may impress many patrons with such a show of personal concern and they may consider returning The Frequent Diner Delivery program also allows you to monitor specific complaints by your frequent diner customers You can examine which customers have been complaining and what they ve been complaining about If you find any recurring complaints among multiple customers you l know that these issues require prompt attention And if any of your frequent diner customers are chronic complainers you can quickly r
239. u Item Item Sales Quantity Sales Qty Cov Avg Item Gold __Cover Count 2 Check Count 11 CESEN Main Dining Room C 162 20 30 00 100 0 i 81 10 gt 1500 0 5 41 14 75 Gold Total 162 20 30 00 100 0 81 10 1500 0 5 41 14 75 Grand Total 162 20 30 00 100 0 81 10 1500 0 5 41 14 75 End of Report The Qty Cov column displays the value of the total from the Quantity column divided by the value of the cover count from the Items Sales column The value is a percentage rounded to two decimal places To calculate the values in the Grand Total row you can divide the value in the Quantity column by the Total Covers value at the top of the report You can calculate the value ees el in the Qty Cov column with B A C the following equation A B x100 C Total covers 2 PLU Menu Item Item Sales Quantity Sales iCov Avg Item Gold Cover Count 2 Chet k Count 11 a Main Dining Room 162 20 C 30 00 gt 100 0 81 10 1500 0 gt 5 41 14 75 Gold Total 162 20 30 00 100 0 81 10 1500 0 5 41 14 75 Grand Total 162 20 30 00 100 0 81 10 1500 0 5 41 14 75 End of Report The Avg Item column displays the value of the Sales column divided by the value of the Quantity column rounded to two decimal places Sales column Quantity column The Chk column displays the value of the total Item Sales column divided by the check count from the Quantity column To calculate the values in the Grand Total row you can divide the va
240. u items by entering a PLU Price Look Up Code range in these two boxes The program will exclude any menu item whose PLU Code is outside of this range and the customer will not earn any points for them for more information regarding PLU Codes see PLU Code box in the Digital Dining Back Office User s Guide Frequent Diner Delivery User s Guide Digital Dining Plans Menu Reward area In the Reward area of the Frequent Dining Plan Maintenance window you define a plan s reward including its type coupon or credit level and amount Reward lIrreesaed Level 5 Convert 0 5000 p 10 00 8 Cost oo 0t Credit Pit V Reward Description You can enter a description of the reward in this box For example Free Sandwich or Buy one dessert get one free Level Convert and Amount These boxes allow you to define the value of a particular reward However the program treats the data differently depending on whether the reward is a credit or a coupon If the reward is a coupon If the reward is a credit enter the number of points the enter the number of points the customer must accumulate to customer must accumulate to earn the coupon earn the credit amount Convert The conversion factor fills in The conversion factor fills in automatically Do not edit it automatically Do not edit it Amount You can enter the amount of the You must enter the monetar
241. u tap Pay Other the POS will display the Payment screen allowing you to select a payment option for each selected check If you tap Pay Cash the POS displays the Payment keypad allowing you to enter a cash amount for each selected check If you tap Pay Fast the POS asks if you want to pay the check s as one transaction If you tap Yes the POS automatically pays all the checks with cash and returns you to the Register Options screen TIME OH ZOHE OFF Driver Time Table 2990 AREA A Alan 00 24 ARUN AAAS O If you tap Show Order in a Pee R 916 Clopper Road N the POS displays avi K P the list of delivery drivers 2991 Jones T 4600 Duke St all unassigned orders in the Display panel in the Selection panel Digital Dining Like the Access Orders screen the Top panel of the Assign Orders screen also features the Time On Time Off and Zone On Zone Off which allow you to filter the orders that display in the Selection panel To return to the Access Orders screen tap Access Orders on the Command panel Frequent Diner Delivery User s Guide e 203 Delivery at the POS Quick Service Register Delivery Assignment If you want to take and assign delivery orders from a standard quick service register you can do so by creating and adding a special delivery check option to your quick service register s window of check options This delivery check option should include the Customer Search check option function whic
242. uent Dining Plan Creating a Reward Coupon Now that you ve created a frequent dining plan you need to create a coupon to go with it When you were creating the plan you associated the plan to the Default coupon Now you will create a new coupon expressly for our Free Salad plan We will do this in the Reward Coupon Maintenance window To Add a Reward Coupon 1 Onthe Layouts menu click Reward Coupons Layout box at Reward Coupon Maintenance Short Description Free Sal BOLD ON G RESTAVRANT NAME G BOLD OFF BOLD_ON RESTAVRANT_ADDRIC BOLD OFF 2 BOLD_ON G RESTAURANT_ADDRIG BOLD OFF 2 BOLD ON G RESTAVRANT PHONE BOLD OFF G BOLD_ON G PROFIT_CENTER_DESC G BOLD OFF G DATE G his Coupon is issued to CUST_TITLE EIRST_NAME LAST_NAME iG SKIP_BLANK G COMPANY COMPLAINT AGE Company Name G COMPANY G SKIP_ END CURRENT_ CUST TITLE ast Purchase Bate GC iLAST_PURCH_DATE CUSTOM_ Last Check Number LAST_CHECK_NO CUSTOMER_PHONE 2 Click the Body tab and then click Add 3 Type Free Salad in the Item Description box then press the TAB key The first eight letters of this description Free Sal will automatically appear in the Short Description box 4 Click Save to save the change s and keep the current window open and active OR Click Exit to save the change s and close the current window You have just created a new coupon for the Free Salad frequent dining plan Right now th
243. uide e 115 Reports Menu Report Format list Some of the register reports are available in different formats each producing a report with different information and or arrangement Different reports feature different kinds of formats so you should review the formats specific to the report you define Grouping list You can control how the program organizes the information in a report by selecting a grouping option from the Grouping list or Group By 1 list The program will list each group alphabetically and list all the items in that group together For instance if you are defining a customer report and you select a grouping of Frequent Diner Plan the report will alphabetically list all the customers enrolled in the first frequent dining plan together After that group the program will list all of the customers in the next frequent dining plan Frequent Dining Plan A Customer A Customer D Frequent Dining Plan B Customer B Customer C Subgrouping list Some of the Report Maintenance windows feature a Subgrouping list or Group By 2 list allowing you to group records by a second level You can use the Subgrouping list to group the data in a report by a second level This list allows you to create subgroups of items within groups For instance if you are defining a customer report and you select a grouping of Frequent Diner Plan and a subgrouping of Special Interest the report will group all the customers enrolled in the sam
244. uilding Name or Number State Zip Code Fax Humber Special Occasions chide Names amp Dates accordmgly Bathday Spougze s Birthday son a Birthday Daughter s Birthday Name Wedding Anniversary have read and agree to the terms of the Signature When the customer finishes the server takes the application to the register creates a new frequent diner account but does not enter all of the customer s information The server uses a new swipe card to enter the customer s ID number thereby associating the card with the new customer record The server then writes the card number on the printed application and stores the application in some special location The new frequent diner customer earns points immediately for that order Later a member of 18 e Digital Dining Frequent Diner Delivery User s Guide Frequent Diner Basics your staff takes the application and edits the new customer file entering the remaining information With such a system the server gives the customer a new frequent diner card immediately rewards the customer with frequent diner points on that first meal and creates a new customer record without occupying the register for a long time You have various ways to carry out these tasks but only you can decide how best to collect and enter this data into your system After some thought and experimentation you can determine which features best serve your particular needs Using Customer Informatio
245. ur new check 1n the Window of of the Digital Dining option to a window of Check Options Setup program check options Maintenance window Select this window of 1n the POS Entries of the Frequent check options in the window Diner Delivery program Delivery Check Option Window list or the Dine In Check Option Window list Select the new check 1n the Customer of the Frequent option in the Delivery Record Maintenance Diner Delivery program list or the Dine In list window By performing these steps you can set specific check options to perform their functions when a specific customer places an order or pays a check You can use these specialized check options in several ways For instance if you are using the program for delivery service you can create a series of check options that charge different rates for delivery based on distance and or varying delivery times You can then associate these check options to your various delivery customers Then when a customer calls and places a delivery order the program will automatically add the appropriate delivery charge to that customer based on the special check option you ve assigned Just as POS Entries includes two window of check option lists one for Delivery and one for Dine In the Customer Record Maintenance window includes two check option lists The check options selected in the Delivery list will function for delivery customers only The ch
246. urchase Value Zip Codes Total checks 13 PLU Menu Item Staff Check No Table Sales Type Prep Grp ProfitCtr Qty Price Time Gold Main Dining Room Gold Total Grand Total End of Report You can customize how and what reports show by defining reports for more information see Menu Item Sales Report Maintenance Window Main Tab on page 144 Digital Dining Frequent Diner Delivery User s Guide e 155 Reports Menu Menu Item Sales Report Sales Format You can change the report format by using the Report Format list on the Main tab of the Menu Item Sales Report Maintenance Window The Sales format of the Menu Item Sales Report allows you to generate a report that lists the total sales for all items purchased for the frequent dining delivery plan For more information on what the columns of this report contain or how to calculate their values see Menu Item Sales Report Examples on page 153 DD CAFE 2 4 03 Date 15 56 33 Date Range 01 01 2002 to 02 04 2003 Operator Wizard Items By Staff Report Level Totals Only Grouped By FD Plan SubGrouped By Profit Center Filtered By Cash Sales Zero Priced Items Plu Sales Type Prep Type Profit Center Days Total Points Value Total Purchase Value Zip Codes Total checks 11 Total covers 2 PLU Menu Item Item Sales Quantity Sales Qty Cov Avg item Gold Cover Count 2 Check Count 11 Main Dining Room 162 20 30 00 100 0 Gold Total 162 20 30 00 100 0 Grand
247. us report window when you select a frequent diner customer s record at the POS You can then print the status report for your customer You can create and edit the layout of status reports in the Status Report Maintenance window of the Frequent Diner Delivery program You can then associate a status report to your check option in the Check Option Maintenance window of the Setup program Frequent Diner Delivery User s Guide e 197 Delivery at the POS Delivery at the POS Overview In this chapter we will describe how you will most typically use the Frequent Diner Delivery program at the Point of Sale POS We will describe how to use delivery functions while taking orders from new and previous customers We will also describe how to use the check option functions and register options that are specific to delivery service Because you can configure your register in various ways the descriptions that we provide here may differ slightly from how your register actually performs Delivery Service Register Design Digital Dining Digital Dining has designed the Frequent Diner Delivery program to adapt to the needs of your business Therefore you can use the program in different ways and you must decide how it can best serve your needs If your restaurant is primarily a delivery service you will want to set up your primary register as a delivery register If however you offer delivery service as well as dine in service you might
248. use the pre printed card numbers as the ID numbers for new customers If you are interested in using frequent diner swipe cards contact your Digital Dining dealer for more information Our dealers can supply you with cards and the hardware necessary to use them Note If you decide to issue ID cards to your frequent diner customers mail them to your customers promptly after you create their accounts Or if you plan to create new accounts at the POS keep a stack of cards available near the register Digital Dining Frequent Diner Delivery User s Guide e 17 Frequent Diner Basics Customizing Your System With some imagination you can find which methods of data collection and entry work best for your particular restaurant or you can modify or customize these methods to meet your needs Consider the following scenario While taking an order your server invites a customer to join a Frequent Dining plan The customer agrees and fills out an application while waiting for the order see the sample application below Menusoft Bar amp Grill For Official Use Only Frequent Dining Application Form ID Number First Name Street Address City Phone Number Special Interest Pick six maxmm byrmmberme 1 6 Bowling League Beer Aficionados Cigar Aficionados Little League Rotary Chib Silver Seniors Soccer Le ape Softball League Wie Aficionados I Pont Name Menusoft Bar amp Gnill Frequent Dining program Last Name B
249. ustomer Report allows you to generate a report that lists the contact information for each frequent dining delivery customer Digital Dining Frequent Diner Delivery User s Guide e 131 Reports Menu DD CAFE Date 2 4 03 15 45 06 Operator Wizard Customer List by Plan Last Purchase Date Range 01 01 2002 to 02 04 2003 Sorted By LastName Grouped By Frequent Diner Plan Filtered By Total Purchase Count Total Purchase Value Total Points Value Member No Company Phone Number Fax Alternate E Mail Web Address Family 123 Ms Judy Andersen Menusoft Systems 703 912 3000 FamilyTotal 1 Free Sandwich 5555 Mr Ric Beccari Menusoft 703 912 3000 4444 Pres Graham Granger Menusoft 703 912 3000 Free SandwichTotal 2 Gold 2345 Mr John Farmer Acme Sales 703 912 3000 GoldTotal 1 New FD Plan JJJJJJJJ Jj J 222 2222 New FD PlanTotal Silver 7777 Mr Rob Miller Menusoft Systems 703 912 3000 3333 Mr Wayne Rodgers Menusoft Corporation 703 912 3000 SilverTotal 2 Grand Total 7 End of Report You can customize how and what reports show by defining reports for more information see Customer Report Maintenance Window Main Tab on page 119 Complaints Report Maintenance Complaints Reports allow you to analyze your customers complaints in a variety of ways You can create detailed lists of complaints or lists of customers who have made complaints with their contact information Complaints Report Maintena
250. v wv creating a frequent dining plan creating a reward coupon for the plan setting the POS Entries window properly creating a customer record creating a check option and adding it to an appropriate register in the Digital Dining Setup program We will describe these steps in more detail in subsequent chapters In this chapter you will walk through a simple tutorial You will create a frequent dining plan for a free salad and a simple reward coupon for the plan Opening the Frequent Diner Delivery Program Digital Dining As with most programs you can open the Digital Dining programs from the Start menu on the Taskbar Once you open the Frequent Diner Delivery program you can create and edit frequent dining plans and customer records To Open the Frequent Diner Delivery Program 1 2 On the Taskbar click Start and point to Programs Point to Digital Dining and then click Freq Diner amp Delivery Frequent Diner Delivery User s Guide e 23 Setting Up a Frequent Dining Plan 7 ti hip Ddfre Single hip top ko z HTML Freq Diner amp Delvery i td t MS Style Freq Din Single chm lalva Manual chm Delive w pe td 1d td Microsoft orf d EV H E i Windows NT Workstation i 3 Inthe Name box type your Digital Dining access name 4 Press the TAB key and then type your password 5 Click OK Creating a Frequent Dining Plan Your first step is to create the frequent dining plan
251. ve clicked Save or Exit Delete Click Delete or press ALT D A message box will ask Are you sure you want to delete this Click Yes to delete the item or click No to cancel the delete operation Exit Click Exit or press ALT X to save changes and close the active window or dialog box Sort Click Sort or press ALT S to open the Reorganize List window From the Reorganize List window you can drag an item to change the order which the items will appear in List reports List Click List or press ALT L to generate a report that lists the items in the database that relate to the current window For example if you click List in the Inventory Location Maintenance window then Digital Dining will display a report that lists all of the Inventory Locations Frequent Diner Delivery User s Guide e 9 Digital Dining Basics Order Click Order or press ALT O to set the order that the cursor will move through the current maintenance window In the Edit Order window you can gt Save the new tabbing order for the current data entry task only click OK gt Save the changes to the tabbing order permanently click Save so that the new tabbing order becomes the default tabbing order gt Return to the maintenance window without saving any changes click Reset or gt Reset the tabbing order to the default click Reset Digital Dining changes the tabbing order for the current maintenance window only You might w
252. very User s Guide e 77 Setup Menu 78 e Digital Dining r New Entries Forced Entries amp Full Entry M Name C Quick Entry Company C None Building I7 Print Enrollment Slip Street Address Prompt Customer ID City State amp ZIP Default FD Plan MV Phone Number New FD Plan Instructions Default Delivery Zone FD Plan Zone 2 New Entries area The New Entries area allows you to determine how staff members create new customer records The Full Entry Quick Entry and None options determine if you or your staff members can create new customer records at the POS If you select the Full Entry option you can create new customer records at the POS The POS will require any information that you have set as forced in the Forced Entries area The POS will also select an available customer ID number which you can accept or replace If you select the Quick Entry option you can create new customer records at the POS When you tap the New Customer button in the POS the program will automatically create a new customer record with an available customer ID number without any information about the customer You can edit the record at the POS as needed If you select the None option the POS won t allow you to create new customer records at the POS You can create new customer records exclusively in the back office in the Frequent Diner Delivery program If you select the Quick Entry
253. ways have the number 0 as its shortcut key You can use this tab to type comments about the current record or to inform other management or staff members about the record You can type up to approximately 30 pages of text Digital Dining Frequent Diner Delivery User s Guide e 65 Setup Menu Phone Exchange Maintenance A phone exchange is the first three digits of a telephone number following the area code For instance in the telephone number 123 456 7890 456 is the exchange Most telephone companies restrict their telephone exchanges to specific areas All residents with a common phone exchange will live in the same city state and ZIP Code Therefore if you know a customer s phone exchange you can also determine that customer s city state and ZIP Code Typically you can find a list of local exchanges in any standard telephone directory The Phone Exchange Maintenance window is an optional feature like the ZIP Code Maintenance window Using it you can create a list of the phone exchanges most common to your customers You can associate a phone exchange to a particular city state and ZIP Code Later if you enter that phone exchange while creating new customer files the City State and ZIP Code boxes will fill in automatically You will save time and reduce the likelihood of errors You might find this feature particularly valuable in a Delivery scenario where quick data entry is essential Phone Exchan
254. window for more information see POS Entries Window Misc Tab on page 75 Delivery Zone Maintenance Window Memo Tab Every maintenance window has a Memo tab which is a large multiline editable text box If you type more than one line of information in this field the text will automatically wrap to the next line just as in most text and word processing programs The Memo tab will always have the number 0 as its shortcut key 68 e Digital Dining Frequent Diner Delivery User s Guide Setup Menu You can use this tab to type comments about the current record or to inform other management or staff members about the record You can type up to approximately 30 pages of text ZIP Code Maintenance Using the ZIP Code Maintenance window you can create a list of ZIP Codes that appear in the ZIP Code boxes of the Phone Exchange Maintenance and Customer Record Maintenance windows You can save time entering customer information and reduce the possibility of errors This feature also allows you to generate reports that sort or filter customer information by ZIP Code For example you could print a list of all your frequent diner or delivery customers within a specific ZIP Code The ZIP Code Maintenance window is an optional feature ZIP Code Maintenance Window Main Tab Using the Main tab of the ZIP Code Maintenance window you can create up to 24 ZIP Codes When you type a ZIP Code in the Item Description box the system displa
255. ws relate to one another and what modifications you must make to the Digital Dining Setup program to use complaints at the Point of Sale POS We discuss each of these windows in more detail in the chapters devoted to their respective menus How Complaints Work Digital Dining The relationship between the complaint windows 1s fairly simple You can create several general complaint reasons such as overcooked food or poor service in the Complaint Reason Maintenance window You can then create a complaint coupon for each of your complaint reasons in the Complaint Coupon Maintenance window You can associate one or more complaint reasons to a single complaint coupon You can then create a new check option featuring the Customer Complaint function in the Digital Dining Setup program enabling you and your staff to access the complaint reasons from the POS At the POS if a customer has a complaint the server can select the check option containing the Customer Complaint function to access a list of all your complaint reasons The server can then select the appropriate complaint reason and the POS will print its associated complaint coupon for the customer Frequent Diner Delivery User s Guide e 57 Complaints You can use the complaint features with either frequent diner or delivery service but you can only record complaints and generate complaint coupons for frequent diner and or delivery customers that is cu
256. y Son List items By Staff x Report Name items By Staff Report Format Sales 7 Cash Sales Report Level Main Group 7 Zeto Priced Items Grouping FD Plan 7 Staff ID fi Subgrouping None O SY Table jo Sorting Time 07 00 Optional input None x Time Interval fo Default Range This Quarter gt PLU Number i000 Save Reset Delete 144 e Digital Dining Frequent Diner Delivery User s Guide Digital Dining Reports Menu Report Format list You can select one of three different report formats Each format will produce a report with different information and or arrangement Audit Detailed sales history of each menu item Sales totals for individual menu items Customer Detailed purchasing history of individual customers Report Level list You can select one of six different report levels By selecting a report level you control how the program will subtotal sales information For instance if you define a sales report with a level of Main Group the report will include sales totals for each main group Subtotals for each main group Main Group Type Subtotals for each main group type Audit No subtotals Includes details of each transaction including time Frequent Diner Delivery User s Guide e 145 Reports Menu Grouping list You can control how the program organizes the information in your report by selecting a grouping option from the Grouping list The program will list the me
257. y coupon here if the coupon is for amount of credit the customer a specific monetary amount will earn for accumulating the 2 00 off any purchase If the specified point level coupon is for a free item you should not enter an amount If you are offering a reward coupon the customer must accumulate the points specified in the Level box before earning the coupon However if you are offering a reward credit the customer will earn credit for any accumulated points By setting the Level and Amount boxes you determine the rate at which a customer will earn credit For example if you set the Level box to 50 and the Amount box to 5 00 then the customer will earn a 5 credit for every 50 points accumulated However if the customer accumulates only 25 points the customer will earn a credit of 2 50 In other words the amount of credit a customer earns is proportional to the amount of points the customer accumulates The program automatically calculates the points to credit ratio Frequent Diner Delivery User s Guide e 91 Plans Menu Level You must enter the number of points a customer must accumulate to receive the reward Customers will earn the reward when they accumulate this number of points but the type of points they earn depends on which accumulation method you select For example if you select an accumulation method of Number of Items and a point level of 10 then the customer will earn the rewa
258. you to generate a report that lists the name and address of each frequent dining delivery customer DD CAFE Date 2 4103 15 41 09 Operator Wizard Customer List by Plan Last Purchase Date Range 01 01 2002 to 02 04 2003 Sorted By Last Name Grouped By Frequent Diner Plan Filtered By Total Purchase Count Total Purchase Value Total Points Value Member No Company Street Building City State Zip Code Phone Number Family 123 Ms Judy Andersen Menusoft Systems 916 Clopper Road Apt B 2 Rockville 703 912 3000x Hall 16 Room 101 FamilyTotal 1 Free Sandwich 5555 Mr Ric Beccari Menusoft 7370 Steel Mill Dr Springfield 23508 1234 703 912 3000x 4444 Pres Graham Granger Menusoft 7370 Steel Mill Dr Springfield 22150 703 912 3000x Building 16 Room 101 Free SandwichTotal 2 Gold 2345 Mr John Farmer Acme Sales 3703 Ridge Road Columbia 703 912 3000x GoldTotal 1 New FD PlanTotal 1 Silver 7777 Mr Rob Miller Menusoft Systems 916 Clopper Road B 2 Gaithersburg 703 912 3000x Building 1 3333 Mr Wayne Rodgers Menusoft Corporation 7500 Steel Mill Dr Springfield 703 912 3000x SilverT otal 2 Grand Total 7 End of Report You can customize how and what reports show by defining reports for more information see Customer Report Maintenance Window Main Tab on page 119 Customer Report Sales Summary Format You can change the report format by using the Report Format list on the Main tab of the Customer Report
259. ys it in the ZIP Code box Se ZIP Code Maintenance Oe x 22304 z 22304 ZIP Code City State 22304 Alexandria vA Save Reset Delete You can associate each ZIP Code with a city and state by typing an appropriate city name in the City box and state abbreviation in the State box Later when you create new customer records either in the Customer Record Maintenance window or at the POS and select this ZIP Code the program will automatically add the city and state associated with the ZIP Code to the new customer record without prompting the staff member ZIP Code Maintenance Window Memo Tab Every maintenance window has a Memo tab which is a large multiline editable text box If you type more than one line of information in this field the text will Digital Dining Frequent Diner Delivery User s Guide e 69 Setup Menu automatically wrap to the next line just as in most text and word processing programs The Memo tab will always have the number 0 as its shortcut key You can use this tab to type comments about the current record or to inform other management or staff members about the record You can type up to approximately 30 pages of text Street Maintenance Window 70 e Digital Dining The Street Maintenance window allows you to create records that represent streets within your delivery area You can also associate these street records with a range of street numbers a ZIP code and a d
260. ze the volume of activity for each frequent dining plan Digital Dining provides two different report formats for this report You can customize how and what reports show by defining reports for more information see Plan Report Maintenance Window Main Tab on page 157 The Transn Cost column displays the sum of the values in the Credit Used and Reward Cost columns Credit Used Reward Cost The Cost column displays the value in the Transn Cost column divided by the Transn Cost subtotal You can calculate the value in the Cost column with the following equation A B x100 C Plan Profit Delivery Check Staff Customer Purchase Items Credit Credit Reward Transn FD Coupon Transaction Description Center Zone Number Name Search Value Count Earmed Used Cost Cost Cost Receipt Description Date Time Family pia Camel Family Zone3 0 Kay 394 20 10 942 10 00 0 02 C 10 02 C1064 D 11 11 02 15 59 x x Family Zone 3 0 Kay 9 9 78 10 00 0 02 0 02 11 20 02 15 26 End of Report Frequent Dining Plan Report Transactions Format You can change the report format by using the Report Format list on the Main tab of the Plan Report Maintenance Window The Transactions format of the Frequent Dining Plan Report allows you to generate a report that lists each frequent dining delivery transaction for the date range or period you provide For more 162 e Digital Dining Frequent Diner Del

Digital Dining Frequent Diner Manual Version 7.3

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