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- Plug And Play Pos

1. 178 Re Opening an Order 178 CASH DRAWERS 179 Re Opening a Cash 179 OPERATIONS CENTER Receive Pay In House Charges Pay Bad Checks Auto Pay All Open Deliveries Revenue Center Closing Report Next Day Transfer Register Report Bank Report Bank Deposit
2. 239 adResHostess dat 239 adRes lang 239 DATABASE ENGINE 239 DATABASE LIMITS 240 COMPACT DATABASE 240 JET COMPACT UTILITY 240 BACKUP DATABASE 240 CHAPTER 26 IMPORT EXPORT 243 EXPORTING DATA 243 IMPORT 244 IMPORT NEW RESOURCE DATABASE
3. 37 Dine In Table 37 Table Group 38 Dine In Tables 39 EMPLOYEE SETUP 41 Job DULLES ease ace ee EP MN Sok Sab Soke Sot tot Sak Sot ak Sob Noe eat Not AI Employee Files 2 2 nnn nn nnn nnn nnn nn nnn neem enn 42 General Tab 42 Payroll Tab 43 Driver Tab 44 Notes 45 Employee
4. 207 GENERAL ACTIVITIES 207 Pay Employees 207 New Local E mail 208 Review Local E mail 209 Video Surveillance Control Center 210 Video Surveillance Review Browser 211 Create Menu Item 1 212 Maintain Pay Outs 213 Maintain Manager Cash Outs 214 Global Menu Item Price 215 Export Menu Item Sales 216 CUSTOM
5. 111 Create Labels 111 Retail Screen 113 Tax Exempt 113 No Kitchen Bar 114 To Secondary Language 114 Lock Screens 115 MODIFIER SYSTEM 115 Manual 116 Forced Modifiers 118 Modifier Builder Template 119 PIZZA BUILDER SYSTEM
6. 57 Pizzas Tab 59 Modifier Builder Setup 60 Menu Modifiers 63 Forced Modifiers 64 INVENTORY SETUP 66 Inventory 66 Inventory Locations 66 Inventory 67 Inventory Items 68 Menu Recipe Editor 71 Inventory
7. Customer Files Inventory Activities Shopping List 5 Phy Count Sheet Phy Inv Count Inv Prep Forecast Inventory Items Menu Recipe Editor __ _ _____ Caller ID Log Caller ID Switch Calculator To Training Mode Assign Table Add Cash To Bank 5 Customer Incidents
8. 25 Station Settings 26 Postal Codes 27 Delivery Streets 29 Cash 30 30 Discounts 32 Bank Card Files 33 Bad Check Reasons 34 Bad Check Penalties 34 Custom Printer Types 35 Setup Tax 1 2 or 3 Tax Table 36 TABLE SETUP
9. 105 Changing the Number of Guests on the Check 105 Changing the Table Number of the Check 106 Recalling Another Check on the Same Table 106 MISC BUTTON 107 Change 107 Assign Seats 107 Clear Order 108 No 8 108 Change Server 109 110 Cust Lookup 110 Recall
10. 15 PRINTER SETUP 15 PRINTER SHARING 16 TESTING YOUR PRINTERS 17 OTHER HARDWARE DEVICES 18 CHAPTER 6 POS SOFTWARE INSTALLATION eere rer 19 INSTALLING THE SOFTWARE 19 DISPLAY ADJUSTMENTS 20 SHARING THE DATABASE FOLDER 21 SELECTING THE DATABASE 22 CHAPTER 7 INFORMATION DATA ENTRY 25 GENERAL SETTINGS 25 Store
11. Gift Certificate List 1156 5 5 5 Order Pmt List 5 55 Bad Check List Daily Receipt Summary Z Report Re Open Re Open Deposit Frequent Diners New Freq Diner Track Order Redemption Freq Diner Acct List In House Charge Maintain In House Accounts Create In House Statements In House Account 148
12. 97 Holding Items A 98 Releasing a Hold 99 Splitting an Order 99 Combining Orders 100 Half 101 Ordering Multiple Quantities 102 Item 102 Discounts 102 103 Applying 103 Changing the Order Type 104 Adding a Customer Name to an Order
13. Y Operate your restaurant with ALDELO POS Figure GS 2 GETTING STARTED 3 In this manual we follow the sequential steps in the diagram above to setup our fictitious restaurant Checkers If you are setting up your own restaurant as you follow along substitute any references to Checkers in the settings with those of your own restaurant 4 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 1 POS HARDWARE REQUIREMENTS 5 Chapter 1 POS Hardware Requirements The first step when installing a POS system is to determine the types and locations of the hardware devices needed for operation of your restaurant Hardware devices can consist of Server Computer Client Computers Touch Monitors All in One Terminals Printers Magnetic Stripe Reader MSR Devices Customer Pole Displays Cash Drawers Magnetic Ink Character Recognition MICR Devices Barcode Readers Weight Scales Caller Identification Caller ID Devices 0 0 Coin Changers For detailed descriptions of the above types of hardware and the different network interfaces available please see Chapter 1 of the ALDELO POS User Manual 6 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 2 HARDWARE DEVICE LOCATIONS 7 Chapter 2 Hardware Device Locations Imagine where you need your terminals placed and where you may need terminals placed in the future Give this step
14. 2 _________ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 2 The Major Steps 2 CHAPTER 1 POS HARDWARE REQUIREMENTS re 5 CHAPTER 2 HARDWARE DEVICE LOCATIONS 7 CHAPTER 3 NETWORK HARDWARE INSTALLATION 9 ASSEMBLING YOUR NETWORK 9 CHAPTER 4 NETWORK SOFTWARE CONFIGURATION 11 NAMING YOUR WORKGROUP 11 NAMING YOUR COMPUTERS 12 CHANGING THE IP ADDRESSES 12 TESTING YOUR NETWORK 13 CHAPTER 5 POS HARDWARE SETUP re ere ere 15 INSTALLING THE TERMINAL
15. 43 Employee 46 danas rere 22 End User Licensing Agreement ee e 19 Export Men Item Sales itis ttr tiit ee ie bete ipeo 216 Exporting Data ete a eere Hae aede deis 243 Exporting Repotts rtr WERE LE v diye sede Seuss Teo 244 F Follow Up Bad Check tiere et eR ea et bep 226 Forced MOGIMeTS 4 5 est pietati e nee 64 118 Frequent Diners eio dieere erede e ide te tede ede tede dpt tel 188 Freg Diner Acct 86 eee rtp chested sed peony e Ub eer deeper EL a E QUERN 189 New Freq Diners eene Unam eee PER 188 Redemptions 189 Track Order CRI 188 G General e per Eo on ete p eter ER bd Sestri 207 General Pay oU ten een heeds SS GSI D tube e eU IEEE E IE OU RES 154 General Settings EE nee aste ede iate ted 25 26 Gift Card ehe Rte tre rrr rero UR DR Rp De retreat 157 Global Menu Item Price Chan ge 5 pre hi ettet bn Essi e o edet 215 Global Replace Inventory Items eese eene trennen 73 ini EGER 110 172 H Half Orders ite ese Re ethan 101 Hardware Device Locations ERR SERE Vin eee dee aah 7 Hardware D VICES PORE 5 Holding
16. 149 CHAPTER 19 CASHIER 153 NO 153 PAY OUT 154 General Pay Out 154 Wage Advance 155 Manager Cash 155 ISSUING REFUNDS 156 CHAPTER 20 GIFT CARD PROCEDURES 157 ISSUING GIFT CARDS 157 RECHARGING GIFT CARDS 158 CHECKING BALANCES 158 CHAPTER 21
17. 167 SETTLING USING DRIVER MONEY DROP 168 CHAPTER 22 CLOSING 171 CLOSING THE CASH DRAWER 171 Cashier Sign 171 Quick Cashier Sign Out 173 Closing Staff Bank 173 CLOCKING OUT 173 CLOSING REPORT 174 CHAPTER 23 MANAGER OPERATIONS 177 5 177 Editing Time 177 ORDERS
18. 77 CHAPTER 8 OPENING PROCEDURES 79 TIME CARDS 79 Clocking 79 Schedule 79 Earnings Report 80 Staff Paging 81 STARTING THE BANK 81 Cashier In 8 Starting Staff Bank 83 CHAPTER 9 HOSTESS PROCEDURES 85 RESERVATIONS 85 Creating a Reservation 85
19. ESS 186 Review Local B mail iet ees 209 Review Purchase Order 3 aae aet eate v Sac ai eate iuda iti ved i aee Ee Shoes 227 228 251 S Schedule i rRNA CORE 79 200 S cutity E cent eon Does petet optet 26 96 select Orderto Settle eerte ene ente i opa eee eee ertet e 146 Select Fable Number Screens sic TERI I LT E 146 Selecting the Database eee ee euo a eri eo 22 Server COTmDpDUlET r ERO e E E ERR ESI ET TEETER 9 12 13 240 Setting Up edat iine dst UR i ee Ue 167 teet 167 Settling in the Main POS Screen oo eee eee 161 Complimentary Meals ne eoe tee oT Dita ru p E D IEEE 166 In House Charge tton vr er e idu p Her ed tuer ere etos 164 Payment Dy Cas MET EE 162 Payment by Check mee eed tele Hae laa eius 162 Payment by Credit Card t eter rie ree err I E DER 163 Payment Dy Gift Card eene a p RR tut n ies 163 Settling from the Order Entry trennen nes 167 Settling Using Driver Money Drop sseseeeseeeeeeeene eene nennen renes enne enne nnne
20. 71 73 75 195 Menu Setup rie me n eed eee buscado Ie m eee baud 48 MISC Button nA ounest he cmn e petere otio ree Ee DD DRRERD DUREE 107 Modif er Bilder ener ee ed et e e tee eterne 60 119 Modifier Builder Template qe ee ne 60 62 63 119 Modifier Recipe Selector ne oU Pee eR een 75 Modifier Systeim utei terreni e ORE ohr eR ehets 115 Monitor Client Connections eroe ore e axe 231 249 N Namung Your Computers Noe A E a 12 Naming Your a rt ee ERO cR TW Aaaa EUN P EXE DIEI U REE EEST 11 Network Connections s c ee ea eee teer el ee dne orte e o ueber 12 Network Hardware Installation ss iet t See e RE AERE 9 Network Interface Cards eter rer p Ee Fer sedans cava 9 Network Printers ENERO LIE 15 Network Software Configuration ede eR D n Br ee ipe R D ate drei 11 New Bad Check te ette teer RE sete etre EPIO eie Pe MS eR epe Re etre ERST 225 New Local ent tree pe tee epe eie pe Dee e I Seba nena seas 208 New Purchase OTUer E LL tace ee ttn eed 192 226 2277 New Third arty Add Ins i einen ron i d ee pe ine eie ed 235 No Kitchen7 Bak sv eU deret reno A n E re E ex 94 114 x
21. A n n R T Y U Figure 22 2 Finally the Withdraw Amount screen appears displaying the amount of cash to remove from the cash tray to deposit to the bank Click the Done button when finished Note The Adjust Gratuity and Gratuity Amount screens may display immediately after the user selects the cash tray to close Use these screens to adjust gratuities by highlighting an order and clicking the Adjust Gratuity button These screens only appear if credit card integration is used with ALDELO POS CHAPTER 22 CLOSING PROCEDURES 173 QUICK CASHIER SIGN OUT The Quick Sign Out feature of ALDELO POS allows the user to switch the cash tray out of a busy station and into a station located in a manager s office or other private area so that the money count may be completed in a safer environment From main POS screen click the Cashier Out button and enter the cashier s Employee Access Code Select the cash tray to close On the Money Count screen click the Cancel button On the Confirm Action screen select the Yes button to exit without saving Next select the Quick Sign Out No Money Count Performed button When the cash tray is signed out it may only be signed in again by the same employee To sign the cashier in on a different station click the Cashier In button enter the cashier s Employee Access Code and then click the Re Open Cash Tray button on
22. 244 REPORTS nnn e er ner T nnn n n ne nnn enn n ne nena nn ree nenne o oL ro 244 EXPORTING REPORTS 5 5 244 INDEX 245 Introduction Congratulations on taking the major step of selecting your new Point of Sale POS system You will soon be up and running with ALDELO POS You will see why ALDELO POS is the industry leader in restaurant management software ALDELO POS is not only affordable it is also one of the most feature rich restaurant software packages available today It gives you the ability to automate many of the tasks associated with running your restaurant When properly installed and setup it will help you run your table service take out delivery pizza making bar kitchen cashiers reservations wait lists scheduling inventory accounting and more and it will do so with a level of security greater than ever before This training manual is designed for use either by the end user of the software or by someone who is training someone else how to install and use the software In it we will walk you through the procedure of setting up a fictitious restaurant known as Checkers As you follow along you will not only see how we install and setup the software you will also learn why many of these settings are important This will undoubtedly give y
23. Grates 203 Server Gratuity Report 204 Framing Mode ssc epe iter 196 Packet Loss Informations 14 Pay a 207 Pay M 154 155 156 NETS DLL Pe ILE 22 Physical Inventory Count vss dci te e Ree e ite ese ete Tiger Pepe Eao e te eee 194 230 Ping Commands sis aeu BAAS ISO been 13 Pizza Builder Setup ete cere e peine etre 56 Sub 56 PIZZAS Elorpd MEME 59 Sizes Tab RR RIO E RAPERE Oe 56 Toppiugs T b iter PH RR RUE 57 Pizza Bilder System iso dg CR Lo oa 120 POS Hardware Requirements sess eene See Requirements POS Hardware 250 ALDELO FOR RESTAURANTS TRAINING MANUAL POS Hardware Setup Ae SAAS Sane AN 15 POS Software Installation Eee eee ae epe ies 19 Postal COGGS A 27 Prnt Eest Page 4o en heo ir peter io rette oed p eode deci rie une ONO EE TE 17 Printer PEL 15 Printer Sharing urne ERREUR 16 Quick Cashier Sign Qut x te 173 Quick Serviee 2i oen ot tete den epit m ace 143 R Recall Button eit HAE E steed EAE FERE AREE PUR EAS 145 Recall Oper t
24. 233 Remove Prior RESErvations i een ete pet tenere es acne riesen bended re i peret abe 233 Re Opening a Cash heroe ote E 179 187 Re Openmng an Order Revertmnp i4 Evo d E i e et o er edens 178 Reordering tems M neS 97 Reports ccd hte ERE ten PR ERR TE 244 Requirements POS Hardware tete tennis tere rci Ee ie i I Rr eee hes 5 EPOD SE SES a AE Ra IR SR 85 86 Retail 113 Revenue Center e etre GI b hes ER 180 181 Bad Check Listy sene et te e ROE E sedie eet ret EE R E ERE 186 Deposit e 183 Bank tU RE EUR ode pede qe ED qe tme eic ates eruere 182 Closing Report cen pete o aati lita 181 Cust Credit East oi err DEED ERE REESE EERO EEEE REO RAPI 185 Daily Receipt d e ER ERU te odi thant Usu ton Ure S 186 Gift Certificate list zii osa aeter Ota PEE 184 Next Day Lransferz etes bep hee tse ebur 181 Order Pmt List eee oho t HR E D DRE ERREUR DERE E D PIED ERE a 185 Register Report e ee e ren epu ed e e neris 182 Re Open Casbhiet D xe RU UR PEU IE uires 187 Re Open Deposit ae IRR Rated ia eter a epe ARRA 187 VA
25. 141 CHAPTER 16 QUICK 1 143 USING THE QUICK SERVICE SCREEN 143 CHAPTER 17 RECALL PROCEDURES 145 RECALL OPERATIONS 145 Recall 145 Select Table Number Screen 146 Select Order to Settle 146 Order Entry Checks Button 147 Misc gt Recall Order Button 147 Batch 148 CHAPTER 18 VOID 149 VOID OPERATIONS
26. Pru 141 Using the Quick Service Screens eed m eed eet ui rri ne Sieh N 143 V Video Surveillance Control Center sooo rr tette eter eee de e de elei ere eee pee ende rs 210 Video Surveillance Review BrowSet cssccsssscessceessecesececssccesneecsacceeneecsaccesneecsaeceneecsacesneecsaeeeeaeecsaeeeeneecaeeesnees 211 Viewing Delivery Order ree Feet Pe EEE EE ea 141 Void 149 EE 149 Voiding LOMAS aet pet e b EE et esci toc coed eet Irt SSSR AS Lol eects 95 252 ALDELO FOR RESTAURANTS TRAINING MANUAL W pa De 155 88 89 ncn 235 237 239 Workgroup ELLE 1 NOTES 253 Notes 254 ALDELO FOR RESTAURANTS TRAINING MANUAL NOTES 255
27. Driver Summary Emp Still Working Edit Work Schedule Open Order Report Media Open Media Clear 201 Media Options 201 Media Close 202 Media 202 Menu Item Sales By Category 202 Sales By Menu Item Report 203 Sales By Category Report 203 Server Gratuity Report e cere een nn n e mem nnn nee nen nen e eT 204 CHAPTER 24 MAINTENANCE
28. 120 CHAPTER 11 BAR TAB 123 BAR TAB ORDER ENTRY 123 Creating a Bar 123 Bar Tab Efficiency 125 CHAPTER 12 TAKE OUT ORDERS 127 TAKE OUT ORDER ENTRY 127 Creating Take Out 127 CHAPTER 13 DRIVE THRU ORDERS 131 DRIVE THRU ORDER ENTRY 131 Creating a Drive Thru Order 131 Marking a Drive Thru Order as Complete 131 CHAPTER 14 DELIVERY ORDERS 5 133
29. Carte Blanche Diner s Club Debit Card o ks TOTAL Gift Certificate Complimentary Total Received BALANCE Figure 21 4 In House Charge Accounts Customers may be setup with In House Charge accounts enabling them to patronize the restaurant and pay their accounts later Navigate to Back Office gt Activities gt Customer Activities Maintain In House Charge Accounts to create and maintain your In House Charge accounts Click the New button The Maintain In House Charge Accounts window displays See Figure 21 5 CHAPTER 21 ORDER SETTLEMENT PROCEDURES 165 Customer Phone Number First Name Last Name Mailing Address 1524 7 Mailing Postal Code 5307 Ceres CA Tax Account Number Driver License Number nggz6543 Driver License Expires 201 Credit Limit hoo Credit Account Expires mmo MSR Card Credit Account Status Credit Account Notes Figure 21 5 Create a new charge account by entering the requested information the fields labeled in bold text are required fields Click the Save and Done buttons Now create an order in ALDELO POS and settle it by choosing the House Account button on the Settle Order screen The Customer Look Up Type screen appears giving the user a choice between several methods for finding the customer in the system Click the Phone button and enter the phone number you entered when the cust
30. See General Activities Maintain Manager Cash Outs in Chapter 22 of the ALDELO POS User Manual for a detailed description of each field on the Maintain Manager Cash Outs screen When finished click the Done button GLOBAL MENU ITEM PRICE CHANGE The Global Menu Item Price Change feature of ALDELO POS allows the user to change the prices of entire groups of menu items all at once From the main POS screen navigate to Back Office gt Activities gt General Activities and click on Global Menu Item Price Change The Global Menu Item Price Change screen displays See Figure 24 10 216 ALDELO FOR RESTAURANTS TRAINING MANUAL Menu Group Price Change Results Pizzas X Cheese x Pepperoni x Menu Items Cheese m Cheese s Cheese x Pepperoni 1 Pepperoni m Pepperoni s Pepperoni x Select All Select None Price Change Option Amount 1 00 C Markup By Percent C Markup By Amount C Markdown By Percent Markdown By Amount C Amount Figure 24 10 On the left side of the screen select the menu group to change by choosing the group from the Menu Group drop down list at the top of the screen and then select the individual items to change by selecting the checkboxes next to each of the items Next choose the Price Change Option method by clicking one of the radio buttons at the bottom of the screen Enter a number in the amount field If the Markup Markdown method is by P
31. 168 Setting Using Staff Bank peer De ooo Dire petet ten ter 167 Sharing theDatabase Eolder iier bee ete eee iet Ei ect d d p eate edere 21 Show Driver Dispatch Screen isse tee tape prin ned 138 Splitting an Order doeet PEDE RORIS Are 99 Staff snm 81 Start With the Demo Da tab se e eed See Database Demo Starting Staff B nk eec eet Ed e M et 83 Starting the a baie eie 81 PEE 30 Station SettimBs 4 eter er veces Ea du ep tp o de d neri dt bed o yof e edes 22 26 SLOTS SEMIN GS REL HELM 22 25 95 138 Surcharges E C EL E 30 103 T Table USE Soe iets Bodh Peds 37 Take Qut Order Entry iesscsssscesttus oe tpe poor ut elm eret irm 127 gender E M 127 20 113 Test Page eb eta redeo p rip UR RP DRE coer See Print Test Page Testine Your PrInlets uas fter tidy tete v 17 Third Party Add Ins ORE it trece tt ide dece etes 235 Pre Cards dae tete tet reise metier 79 177 To Secondary Language neenon 114 U Using MapPoint EYES 139 Using the Delivery Status Screen eere
32. 4 rz ves No Foster Brooks Bartender No Time 4 10 17 2005 Yes No Le no mme 5 amos no Johnnie Collier Dishwasher No Time 5 4 9 2003 No No manes Gumm no Tme sapon No Frances Dishwasher No Time 3 19 2001 No No Over eugene koy manager no Tme senes no no Eugene Kelly Manager No Time 6 21 1999 No No Thomas Mapother Bartender no Time o veroosl ves No Thomas Mapother Bartender No Time 1 8 2004 Yes No meman sener no 10 Yes Virginia McMath Server No Time 10 2 14 2005 Yes Yes ada cook no mme Julia McWilliams Cook No Time 11 7 9 2002 No No owner no Tme i2 asal no No George Murphy Owner No Time 12 5 5 1997 No No sao us Person no rime 13 no Harold Nicholas Bus Person No Time 13 9 91 2004 No No Power sever no time 14 Yes Eleanor Powell Server No Time 14 1 8 2004 Yes Yes Sim cook no Tme 15 no no Jeff Smith Cook No Time 15 9 23 2001 No No wem Yaroough ves Time 16 ratios ves no William Yarborough Driver Yes Time 16 12 21 2005 Yes No CHAPTER 7 INFORMATION DATA ENTRY 43 In actual use you should enter all of the requested information It is used primarily in reports Notice that the Security Level is en
33. Operations Center RECEIVE PAYMENTS Clicking the Receive Payments button on the Operations screen allows the user to accept payment for bad checks or In House Charge Accounts Pay In House Charges When a customer wishes to make a payment against his In House Charge Account navigate to Operations gt Receive Payments and click the Pay In House Charges button Select the customer lookup method and enter the required information The In House Charge Payment screen appears displaying the customer s records Select the appropriate payment method button and enter the amount tendered If the entered amount is greater than the total amount due the system shows the change due the customer Partial payments may also be accepted Pay Bad Checks When a customer wishes to reimburse the restaurant for a bad check navigate to Operations gt Receive Payments and click the Pay Bad Checks button Select the check from the following screen to display the Receive Bad Check Payment screen See Figure 23 3 Select the Payment Source and the Payment Method from their respective drop down lists and click the Finish button Enter the amount received on the next screen and click the Enter button Any change due displays on the following screen 180 ALDELO FOR RESTAURANTS TRAINING MANUAL Issuer Name John Smith 1294567890 1459 Check Date 6 19 2012 77 62 ae 30 00 Total Due 107 62 From Check Writer Payment Me
34. 139 Delivery Order oot eoe d e ERE te od tense onu io ire S 133 Delivery Orders so 5 eaae ee ete oO Rb BRA ti ote tee e iis 133 Delivery Procedures eese ardeo Se 137 Delivery Streets iones e obe pee ote ask On oa al ett ets 29 Dine In Ordets oe o nee ier eii e p estan tuer ipei 93 Dine In Table oett EU DEED ux rt E e e ERI 37 Table Group Editor oen eU ae PUO eels e 38 Dine In Tables nire tere nore Rt DR RE DR ei 39 Dine In Table moet dente 40 Disable Drive Thru Timing Feature eese eene ene enne enne eneteneteee tene teen tren neen rennen 131 Disco nts r min edens d E dera aru 32 102 Display Adjustments eee otn e Ue PERRO I e DERE RE 20 Drive Thr Order teet re ete eee ed e etie eee rd eget lesen 131 Drive Thru Orders ngo pet ERU o o estie qe UE E Hebe FUE pe REL neem 131 Driver Arnyal i oen eee e 138 Driver Dispatch Screen Assignment eet cette rege thee EI eet ep hp ea bate Cine beet rens 137 E 80 Editing Time Cards soe lop ee ee e teneo RA pols e teu ebd ene es 177 Employee files Driver Tab isse nC SORS BEER cU HENRI US 44 22 42 General Tab ite mete Ss 22 42 Notes Tabs nocet etii 45 247 Payroll aA
35. None po French Fr Noe po Mashed Pot None O LL Smd vegs None Toppings2 Add None Add Extra Light Em Light po JL LLL Sour Cream Add Extra Light _ hives Add Extra Light MENU MODIFIERS The Menu Modifiers screen allows the user to create menu items and maintain existing menu items As seen in Figure 7 40 the list is already populated with the menu modifiers that we created in other windows The Menu Modifiers screen is a convenient place to find all of your modifiers in one place allowing you to edit them without having to navigate to the individual windows where they were created to make the changes 64 ALDELO FOR RESTAURANTS TRAINING MANUAL Menu Modifier Secondary Language Additional Cost Picture French Fr Hide Modifier Mashed Pot Sour Cream Pizza Crust Stmd Vegs Pizza Topping Butter Bar Mixer Bar Drink 1st Third 2nd Half 2nd Third Select Modifier Recipe Figure 7 40 In ALDELO POS navigate to Back Office gt Setup gt Menu Setup gt Menu Modifiers We will setup some modifiers to use in the next section Forced Modifiers Click the New button The cursor appears in the Menu Modifier field at the upper right of the window Enter Ketchup in the field and click the Save button Ketchup is added to the Menu Modifiers list on the left side of the screen Now click the New button and enter th
36. Table Group No 9 Add Edit Jelete Table Group No 10 Add Edit elete Close Figure 7 13 38 ALDELO FOR RESTAURANTS TRAINING MANUAL Table Group Editor From the main screen of ALDELO POS navigate to Back Office gt Store Settings gt Other Tab Place an X in the Setting Value field of the Enable Table Group Tip Sharing option This must be completed before you open the Table Group Editor or the Table Group Tip Sharing portion of the screen will not be visible See Figure 7 14 Revenue Receipts Other Order Entry Confirm Exit Program Exit Program Security Open Order Reminder After Hours Change Server Security Search By Order Number in Recall Screen Disable Smart Ticket Search Enable Advanced Back Office Protection Additional Options Setting Value Show Secured Credit Card Number X Disable Auto Print Bank Report Enable Bar Tab Pre Authorization Bar Tab Pre Authorization Amount 0 24 Hour Operation Mode Show Non Resettable Grand Total Bakery Pastries Tax 2 Exempt if All Bakery Pastries Quantity is 6 or More Otherwise treat it as prepared food Soft Drinks Tax 2 Exempt if Sold with Prepared Food and Sub Total is Below Tax 2 Exempt Trigger Amount Enable Table Group Tip Sharing Data Source Figure 7 14 From the main POS screen navigate to Back Office gt Setup gt Table Setup gt Dine In Table Groups Click the Edit
37. Click the Change button This displays the Computer Name Domain Changes window where you can change the computer name and workgroup name Change the workgroup name to CHECKERS Click the OK button See Figure 4 1 If the system prompts you to restart accept and allow the system to restart 12 ALDELO FOR RESTAURANTS TRAINING MANUAL You can change the name and the membership of this computer Changes might affect access to network resources More information Computer name SERVER Full computer name SERVER Aldelo local Member of Domain Workgroup CHECKERS Figure 4 1 Naming Your Computers Follow the same steps listed above but change the name of your server computer in step six to SERVER Repeat this step for each of the terminals on your network giving each a unique name See Figure 4 1 above Changing the IP Addresses l Click the Start button on your computer desktop On the right side of the Start menu navigate to and click on Control Panel This displays the Control Panel where many system settings may be changed Click on the Network and Internet option On the following screen click on Network and Sharing Center This opens a page that displays your current basic network information On the left side of this screen click on the Change Adapter Settings option A list of network adapters displays Select your network adapter from this list If more than one adapter displays
38. POS navigate to Back Office gt Setup gt General Settings gt Station Settings this screen may also be accessed by navigating to the Back Office and selecting the Station Settings icon Here you find settings related to individual POS stations Notice that this screen has six tabs under which you enter information See Figure 7 3 Changes to these settings must CHAPTER 7 INFORMATION DATA ENTRY 27 be made on each individual terminal on your network Again for our training purposes we will use the default values for this information Examine these screens thoroughly to determine which settings must be changed for your own application Detailed descriptions for each setting may be found under Station Settings in Appendix C of the ALDELO POS User Manual After setting up one station you may export the settings and import them on another station on the network to help speed up the process Other Options Printer Port Settings General Cashier Quick Service Station Number Computer Name Station Language Enable Video Surveillance Captures Backup Prompt Time natic Backup Station specific picture Station Background Picture Data Source sss Don 1 Figure 7 3 POSTAL CODES In ALDELO POS navigate to Back Office gt Setup gt General Settings gt Postal Codes In the fields on the right side of the Postal Codes screen enter the information from the
39. Reply Emails Disallow Create Edit Dine In Orders Disallow Create Edit Bar Tab Orders Disallow Create Edit Take Out Orders Disallow Create Edit Drive Thru Orders Disallow Create Edit Delivery Orders Hide Employee XS 7174 m Show All Employees Figure 7 20 Driver Tab Navigate to Back Office gt Setup gt Employee Setup gt Employee Files gt Driver Tab Enter the information for Robert Johnson as seen in Figure 7 21 The employee must provide this information It is a good idea to mark the insurance policy expiration date on your calendar so that you can ask the employee to provide proof of renewal The Insurance Policy Notes field allows you to enter any information you think is important about the employee s car insurance policy Clicking the button with the icon of a clock on it adds a date and time stamp to the note CHAPTER 7 INFORMATION DATA ENTRY 45 General Driver License Number 7 Driver License Expires mazo 7 Car Insurance Carrier SateFam Insurance Policy No 621 Insurance Policy Expires 6192013 Insurance Policy Notes 8 20 2012 3 36 36 PM Roberts policy requires him to wear 24 corrective lenses while driving Show All Employees Figure 7 21 Notes Tab Navigate to Back Office gt Setup gt Employee Setup gt Employee Files gt Notes Tab Here you may enter general notes about a specific employee Th
40. Tuna Salad 07 5 Figure 24 22 RECEIVE INVENTORY ITEMS Whenever an order arrives from a vendor it must be received into the system The Receive Inventory Items feature of ALDELO POS records the incoming inventory items and determines the quantity on hand and the unit cost These instructions assume that a purchase order for the incoming inventory has already been created From the main POS screen navigate to Back Office gt Activities gt Inventory Activities and click on Receive Inventory Items The Receive Inventory Items screen displays See Figure 24 23 230 ALDELO FOR RESTAURANTS TRAINING MANUAL Earliest PO Date 1 20 2012 Purchase Orders Received Date Purchase Order 2 Account Number 1 24 2012 Emco 1 30 2012 Received Inventory Items Inventory Item Name 1000 Island Dressing Bacon Bits Buffalo Sauce Butter Cheddar Cheese Shredded Chicken Wings Chives Croutons Cheese Croutons Garlic Croutons Plain Italian Dressing Ketchup Milk hole Olive Oil Potatoes Ranch Dressing Red Wine Vinegar Slivered Almonds Pack Size Description 6 1 gallon jars B 4 oz jars 6 1 gallon jars 30 1 Ib boxes 12 2 Ib bags 40 Ib bulk frozen 5 Ib box fresh 12 8 oz boxes 12 8 oz boxes 12 8 oz boxes 6 1 gallon jars 12 32 oz bottles 6 1 gallon 12 1 quart bottles 3 20 Ib bags fresh 6 1 gallon jars 12 1 qu
41. and click the v button The number of guests is updated on the guest check Click the Done button to save the change to the database 106 ALDELO FOR RESTAURANTS TRAINING MANUAL CHANGING THE TABLE NUMBER OF THE CHECK Occasionally customers may ask to move to another table To change the table number on the check click the Table button at the top of the Order Entry screen From the Select Table Number screen choose table Dine 18 a vacant table When prompted to enter the number of guests enter 6 Click the Done button on the Order Entry screen to save the change to the database RECALLING ANOTHER CHECK ON THE SAME TABLE The Checks button allows you to toggle between multiple checks on the same table Create two new guest checks with the information from the following table clicking the Done button after entering each order Beverage et Small Pepperoni Check 2 4 1 Stuffed C rust Pizza D iet Coke Recall the first order Now click the Checks button on the Order Entry screen Both checks display allowing you to select the check you wish to work with See Figure 10 10 Chk 1 2 Chk 2 2 Eleanor Station 1 Server Eleanor Station 1 Order 365 Dine In Guests 1 Table Dine4 Guests 1 Cheese s 1 Pepperoni 5 Chicago Style Stuffed Crust 1 00EA Coca Cola 1 Diet Coke gt gt Ticket 6 lt lt gt gt Ticket 7 lt lt 1 20 2012 3 47 15 PM 1 20 2012 3 48 00 PM
42. DELIVERY ORDER ENTRY 133 Creating a Delivery Order 134 CHAPTER 15 DELIVERY PROCEDURES 137 ASSIGNING A DELIVERY ORDER 137 Default Delivery Assignment 137 Driver Dispatch Screen Assignment 137 Driver 138 DELIVERY DIRECTIONS AND ROUTE PLANNING 139 MapPoint 139 Using MapPoint 139 VIEWING DELIVERY ORDER STATUS 141 Using the Delivery Status Screen
43. No No lt oO lt es e es es es es es s 4 Kitchen 4 Kitchen 4 Kitchen 4 Kitchen 4 Kitchen 4 Kitchen DERE as 5 Kitchen 5 Kitchen 5 Kitchen Chocolate Cake 5 Kitchen Beverages Bar 5 No No No No 4 Kitchen No No No No Diet Coke Soft Drinks Bar 2 75 Bar 3 95 Bar 4 Bar Bar Bar Bar No No o o No 54 ALDELO FOR RESTAURANTS TRAINING MANUAL m Menu Item ID Item Has Same Attribute As Done Menu Item Full Name Buffalo Wings Save Secondary Language Name Menu Category 8 Button Picture Name Pick Color Show Captior Large Picture Es Forced Modifiers This is Top Level Item Jump To Group 1 2 Auto Prices Default Item Price Menu Item is Available Show Pizza Builder Screen Print Pizza Label Menu Recipe Tax 1 Will Apply Take Out Item Price Tax 2 Will Apply Pick Hide Cancel Dine In Item Price Bar Tab Item Price Drive Thru Item Price Tax 3 Will Apply Delivery Item Price Off Premise Tax Free Menu Item Can Be Discounted Send To Printer At This is ABar Drink Item Show Modifier Type Order Item By Weight Barcode Kitchen Sort Number Sub level item details Item Short Name SecLang Figure 7 29 Menu Editor Enter the item name and click the down arrow next to the Menu Category
44. On the Registry Settings screen scroll down to and click on the MapPoint Enabled key name Click the Edit button and change the Registry Key Value to NO Click the Done button on the Registry Settings screen and the Save and Done buttons on the Station Settings screen when finished For a detailed description of how each of these settings work please see Order Entry for Delivery in Chapter 12 of the ALDELO POS User Manual CREATING A DELIVERY ORDER Creating a Delivery Order is a little different than creating other types of orders Click the Delivery button on the main POS screen When prompted for the Employee Access Code enter 10 The next screen prompts the user to enter the customer s phone number Enter 2094878230 If the phone number is in the system the customer s information displays on the form See Figure 14 2 If not enter the information manually to create a new customer Aldclo For Restaurante ION ldelo Authorized Reselle Phone Number 209 487 8230 m Customer Name Daniel Dailey Deven Arse 3300 omer oe Delivery Remark Order History Cross St Thorsen St Delivery Charge 3 00 Postal Code 95355 Modesto Comp 2 00 Cust Since Date 244 2007 Total Orders Ct 7 Total Spent 213 91 Average Order 30 56 4 g L
45. Sub Total Tax 0 91 Amount Due 13 15 CHAPTER 10 DINE IN ORDERS 107 Figure 10 10 MISC Button On the Order Entry screen of ALDELO POS the Misc button is used to navigate to the options that are used less frequently Create a new order with the information from the table below Table ob S alad a no Pasta Salad ee ee ees e euin CHANGE PRICE Click the Misc button and then click the Change Price button Select the Chicken Salad button If the user s security access level is insufficient to allow access to the Price Change feature a Manager Login window appears requiring someone with a sufficiently high security access level to approve the transaction A window then appears prompting you to enter a new price for the menu item Enter 6 95 for the new price and click the Enter button The system returns to the Menu Item Selection screen allowing you to select another item for a price change Click the Done button to return to the Order Entry screen ASSIGN SEATS This button is used to assign ordered menu items to the various seats at the table The feature is only available for Dine In type orders Click on the Misc button and then the Assign Seats button We will reverse the seats previously selected for the ordered menu items Select the Chicken Salad button Click on the Seat 2 button Notice that the seat number changes on the gue
46. deliveries Next open MapPoint Home Address and click the Edit button Here we enter the business address as the starting point for deliveries Enter the address using the format Street Address City State Zip Code Notice that there is no comma between the state and the zip code Click the OK button when finished Note The address must follow this format exactly or MapPoint will not work properly Open MapPoint Optimize Way Points and set the Key Value to YES to enable MapPoint to determine the driver s most efficient route when delivering orders to multiple locations Finally open MapPoint Route Start Minutes After and set the value to 18 This represents the average order preparation time MapPoint uses this figure along with the calculated delivery time to estimate the total time from order to delivery Click the Done button when finished USING MAPPOINT Create the order in the following table as a Delivery order Click the Done button when finished 140 ALDELO FOR RESTAURANTS TRAINING MANUAL Access Customer Code Phone Number 2095551234 Chicken Salad 1 Salad f CocaCola pT 1 DietCoe From the main POS screen click the Driver button Select the checkbox next to the order on the lower half of the screen Click the See Map button MapPoint displays a map and written directions to the customer s address See Figure 15 2 Two printing options are available Clicking the Pr
47. under the Services Tab to gain access to the Hostess Paging Setup screen Security Settings In ALDELO POS navigate to Back Office gt Setup gt General Settings gt Security Settings this screen may also be accessed by navigating to the Back Office and selecting the Security Settings icon Here you may set the security level required for access to each of the tasks listed See Figure 7 2 Security Name Security Access Delivery Status Minimum Security Level Override Security Level Security Enforced Security Access Delivery Status Security Access Driver Tracking Security Adjust Price in Order Entry Security Approve Cash Register Discrepancies Security Access Back Office Security Cash Discount Amount Entry Cancel Security Apply Credit Usage Require Manager Security Access Daily Closing Report Security Discounts Require Manager Security Edit Delivery Compensation Amount Security Edit Unpaid Employee Time Cards Security Create New Orders Security Exclusive Cash Register Access Security Exclusive Server Access Security Approval of Clock In Time Not On Schedule Security Issue Refund To Customer Security Maintain Customer Credits Security Maintain Gift Certificates Security Access Manual Modifier Screen Security Access Miscellanous Features in Operations Security Do Not Print Duplicate Order To Bar Security Do Not Print Duplicate Order To Kitchen Figure 7 2 STATION SETTINGS In ALDELO
48. 2 Chef Salad 1000island oo Garlic Croutons Lo _ Bacon Bits _ el ee 3 From the Order Entry screen click the Modifiers button In the upper right corner of the screen select the New York Steak by clicking on it On both the center right and top left portions of the screen select the buttons Scroll up and down the list of modifiers using the arrow keys at the bottom of the screen The highlighted buttons indicate the modifiers previously chosen for the New York Steak these modifiers are also listed in the extreme upper right corner of the screen To remove a modifier click the highlighted button to deselect it To choose an additional modifier select it from the array of buttons See Figure 10 16 Filter these modifiers by selecting the first letter of the description of the modifier from the buttons on the left side of the screen Further filtering by type is possible by selecting a specific modifier type on the right side of the screen Change the side dish for the steak from French Fries to Mashed Potatoes Change the salad dressing for the Chef Salad from Thousand Island to Ranch CHAPTER 10 DINE IN ORDERS 117 Stmd Vegs French Fr Medium Rare 1 Heineken 3 95 1 Chef Salad 7 95 2 1 Diet Coke 1 25 Change NOTE Modifier Price Figure 10 16 Menu modifiers can also be created on the fly From the Order Entry screen click the Modifiers button this assumes that t
49. 3 This moves the reservation from the Open reservation list to the Checked In reservation list 88 ALDELO FOR RESTAURANTS TRAINING MANUAL Reservations Waiting List Floor View Time Party Name Guests Smoking Table Pager Status Elapsed 8 15 00 PM James Newman 8 30 00 PM Raymond Bulcao 4 TT eee em 1 18 2012 Figure 9 3 Waiting List To keep track of customers waiting to be seated the Waiting List feature of ALDELO POS may be used To use this feature you must navigate to Back Office gt Store Settings gt Services Tab Dine In Tab Hostess Paging Setup Waiting List Tab and make sure that the Disable Waiting List Feature checkbox is deselected ADD A CUSTOMER TO THE WAITING LIST This procedure is very similar to creating a reservation except that we do not have to select a reservation time or a table since we are creating a first come first served list On the Hostess screen select the Waiting List Tab Click the New button and enter the Party Name either by clicking on the Customer button or entering the name manually Enter Gentry for the Party Name four adults one child and one highchair The party prefers booth seating If you are using the Paging system click the Assign Pager button and enter the pager number you are assigning to this customer This assumes that the pagers have been setup properly For detailed information on setting up your pagers please see Field
50. 7 50 CHAPTER 8 OPENING PROCEDURES 79 Chapter 8 Opening Procedures Time Cards ALDELO POS has a time card feature built in eliminating the need for a mechanical time clock to track your employees hours Before an employee begins work he or she must clock in and may want to review the schedule have a pager assigned or see how much he or she has earned so far during this pay period CLOCKING IN Before doing anything else an employee must clock in From the main POS screen select the Time Card button When prompted enter 12 and press the v button to clock in the owner George Murphy Since all access codes must be unique the software recognizes the individual employee Click the Clock In button The clock in time displays letting the employee know the time recorded as the clock in time To remain in the Employee Time Card screen to view schedules or earnings reports click the Stay button before clicking the Clock In button For detailed information on clocking in see Time Cards Clocking In in Chapter 6 of the ALDELO POS User Manual When finished clocking in the owner clock in the cashier Joan Brodel access code 3 SCHEDULE While in the Time Card screen the employee may view the schedule by clicking the View Schedule button and selecting any date within the desired week by entering the date in the date picker control After choosing the desired date click the Select button to view the sche
51. Assembling Your niece teet raten iiie 9 AssiprisNSeatsi caa TR 95 107 Assipgning Dehyery Order eben tenere he belt eite es 137 Assigning Table 55 cn tete nee p OR 90 B Backup Database inerte ER epe Re Pe EE et etr E erri er E Re D 240 oo Ge ete etin Uds a e ete tens 34 Bad Check Reasons ss asa a He A SE eS etate ades 34 Bank Card Files tad ete eel ed 33 Bar Tab 125 Bat Lab Order Entty i ied ere ere ie d redd e e eite tend edt elg 123 Bar Reto iei qiti qe teu e He be te er ee RESI Erba e UU 123 Batch Transfer zu ee putei doeet Uie 148 C Cable Installation cona E n E tu oe ba ete sce GAT Baie eben 9 Calculator tee trei sm te e P 196 235 236 Cash neca dun Lo eter Lu i m bum MET 179 187 Cashr Tray Names i44 ens ener eed be Rer i t dii aeree 30 Cash Trays acit RO EHE Utere RES 30 Cashier Ina aede PEU Inte e OHIO ee ERR 81 Cashier Operations ERIS 153 Cashier Settle Operatiofis nre a e UR o Rete eeu 161 Cashier Sign ee ade te Ree a etc aes 171 173 Change Price eie buie deeds 107 ope opea dE 109 Chan ping ei end ed pt e eder 87 Changing the IP Addresses tese gr cpus 12
52. Changing a Reservation 87 Checking In a Reservation 87 WAITING LIST 88 Add a Customer to the Waiting 1 81 88 Check In the Customer 89 ASSIGNING A TABLE 90 CHAPTER 10 DINE IN ORDERS 93 ORDER ENTRY 93 Creating a New Order 93 Adding Items to an Order 94 Voiding Items 7 7 74 7 7 4 7 7 4 7 7 2 95 Reordering Items
53. Changing the Number of Guests the 105 Changing the Order Type sv hebreo eto pro Ue Deb ete ope bier 104 Changing the Table Number of the Check eissir es e e nennen en rennen enne 106 Check In the Customer listener eI 89 Checking Gift eire ete n eee ebbe ete tese ente dire pee ROS 158 Checking Inca Reservation ine nete Dee ORE Deere p Dre RUPEE 87 tton e eid 108 Clocking In oh elton RO sepe HD om ERE ME 79 Clocking INS a ae eet Ine 173 Procedures rhet re rie PR 171 174 Closing asiento e Edad 173 Closing the Cash Drawer reo ea pee deem obe pede i ee 171 246 ALDELO FOR RESTAURANTS TRAINING MANUAL Combining Orders ooa GAG SAA AH ee es as 100 Compact Databases ey eA SR ee 240 Computer Name 25 omiiia e 11 Create New Blank Database eese entente entente entente enne See Database Create New Create Customer Address Labels ettet 219 Create In House Charge Statements eene rennen entente 220 Create Inventory Item Labels rera o RUE
54. Click the Save and Done buttons In the main POS screen click the Dine In button When prompted for the access code enter 3 for Joan Brodel and then click the button When the Select Table Number screen displays click the Hostess button The Hostess screen displays Click on the Reservations Tab CREATING A RESERVATION We will create a reservation for a customer who is already entered in the restaurant s database In order to do this we must first enter our customers into the database Please see Customer Activities Maintain Customer Records in Chapter 24 of this manual and enter the customer records from the table below Please note that when entering customer records manually in this manner the Delivery Charge and the Delivery Compensation must be entered into the record These values are not pulled automatically from the Postal Code information To create the reservation click the New button On the Hostess screen click the Customer button In the Phone Number field enter 2095558230 This brings up the customer James Newman If not already displayed enter the phone number again in the Telephone field This assures that it will display in the future whenever a reservation is made this also applies to the rest of the fields in the Reserved For section of this screen Next enter 2 for the number of adult diners and 1 for the number of child diners Select Near Windows and Booth Seating from th
55. Diner Credit slip is printed on the receipt printer and the tracked information for the frequent diner is reset to zero the Tracked Count and the Tracked Amount The customer may use the face value of this slip to pay for a future order Note If the Auto Create Freq Diner Reward checkbox is selected under Back Office gt Store Settings gt Staff CRM Tab and the fields below are populated with the appropriate information redemption of a frequent diner s award will occur automatically Freq Diner Acct List From the main POS screen navigate to Operations Frequent Diners and click the Freq Diner Acct List button The Frequent Diner Accounts Report screen appears displaying the information for all customers with frequent diner accounts Whenever a redemption is made from a customer s account the Tracked Count and the Tracked Amount are reset to zero IN HOUSE CHARGE The In House Charge screen allows the user to maintain the restaurant s In House Charge Accounts Maintain In House Accounts The Maintain In House Charge Accounts screen allows the user to add new or edit existing In House Charge Accounts From the main POS screen navigate to Operations In House Charge and click the Maintain In House Charge Accounts button To add a new In House Charge customer account click the New button and enter the requested information When finished click the Save and Done buttons Please note that the fields in bold are required i
56. Editor Mod Garlic Croutons Mashed Pot Mod Italian Sour Cream Mod Ketchup Stmd Vegs Mod Oil Vinegar 1st Half Mod Plain Croutons Mod Ranch Mod Slivered Almonds Mod Sour Cream 2nd Third 3rd Third Entire Pizza 1000 Island 5152 Agregar Butter 5152 Agregar Chives 5152 Agregar Sour Cream 5153 Extra Butter 5153 Extra Chives Figure 7 49 CHAPTER 7 INFORMATION DATA ENTRY 77 INVENTORY UOM The Inventory Units of Measure screen allows us to define units of measure for our various menu items Navigate to Back Office gt Setup gt Inventory Setup gt Inventory UOM Enter the information from the table below into the fields on this screen See Figure 7 50 Click the Save and New buttons after each entry When finished entering the information click the Save and Done buttons vow Name Recipe units utter 30 1 oo New York sw s0 ws so Potatoes 9 20 so Tuna Salad 12 02 oz 35 78 ALDELO FOR RESTAURANTS TRAINING MANUAL UOM Name Vodka 12 1 liter Cheese Cake 4 24 oz Recipe Units 203 Chives 5 Ib fresh Coca Cola 24 12 02 French Fries 6 5 Ib Ketchup 12 32 Mxd Vegetable 6 5 Ib New York Stk 60 Ibs Onion Rings 10 Ibs Orange Jce 12 32 oz Orange Jce 16 32 oz Potatoes 3 20 Ib Scotch 12 1 liter Sour Cream 12 1 qt St Jalapenos 10 Ibs Tuna Salad 12 32 oz Vodka 12 1 liter Figure
57. Figure 7 48 Modifier Modifier Recipe Name Inventory Item Name Monsuer se gt Mod SourGream Sourcream f Mod Oi Vinegar oie on a TCC TN Mod 1000 1000 land Dressing Mod ttaian Dressing Ranch Dressing Baconeis_ Mod Plain Croutons 1 Croutons Plain 1 Mod Cheese Croutons Croutons Cheese 1 Mod Garlic Croutons Croutons Gari 1 Mod Siivered Almonds Stivered almonds 1 CHAPTER 7 INFORMATION DATA ENTRY 75 Modifier Recipes Edit Modifier Sae Recipe Name Global Replace Inventory Items Figure7 48 Modifier Recipe Selector On this screen we assign recipes that we created in the Menu Recipe Editor to our modifiers Navigate to Back Office gt Setup gt Inventory Setup gt Modifier Recipe Selector Click on Butter in the left column Select Mod Butter from the list on the right and click the Save button Now whenever we select butter as a modifier when entering an order the proper amount depletes from our inventory Repeat the procedure above to assign recipes to the modifiers as listed in the table below When finished click the Save button and the Done button See Figure 7 49 76 ALDELO FOR RESTAURANTS TRAINING MANUAL Menu Modifier Modifier Recipe Chives Modifier Recipe
58. General Activities and click on Video Surveillance Control Center The Video Surveillance Control Center screen appears See Figure 24 5 CHAPTER 24 MAINTENANCE ACTIVITIES 211 Camera Settings Compression Display Format Source Disable Camera Disable Access Denied Watch Disable No Sale Watch Disable Order Item Void Watch Disable Pay Out Refund Watch Disable New Gift Certificate Watch Disable New Customer Credit Watch Disable Back Office Access Watch Disable Secured Exit Program Watch Maintenance Delete All Surveillance Pictures When Older Than Days Delete All Surveillance Pictures Now Figure 24 5 A series of checkboxes allows the user to disable the picture capture features when certain events occur Note that enabled is the default state for each of these events Selecting the checkbox disables the picture capture for that event Next there are four Camera Settings buttons Compression Display Format and Source Use these buttons to adjust the camera settings for the best picture quality Click the Snapshot button to capture a picture of the current view Near the bottom of the window are two options for deleting pictures Enter 30 in the Delete All Surveillance Pictures When Older Than Days field When pictures reach 30 days old they are deleted automatically Clicking the Delete All Surveillance Pictures Now button removes all pictures from the system Use this
59. Inventory Re Order Replenish Name Description Group Location Vendor ment Level 80 12 oz aes sospes a rono soere soo 1 o 4 24 oz 5 ames ron foot rowers Jalapenos frozen 40 Food Freezer 1 am Foot rer Onion Rings frozen 40 Food Freezer 1 6 5 Ib bags nace mes sign os cnet Emo 1 wa ote ones PER Vegetables frozen 120 Food Freezer 1 tes oa tutos cover Orange Juice bottles 64 Bar Mixers Cooler 2 Humboldt orange sue 8 3 20 Ib bags eo pany Emo vm tos coser2 Emo os gt snort cedens ceri Emo e oons acum Continued 70 ALDELO FOR RESTAURANTS TRAINING MANUAL Recipe Units Pack Size Pack Size Inventory Item Pack Size Pack Inventory Inventory Inventory Re Order Replenish Name Description Size Grou Location Vendor Point ment Level Almonds 12 6 oz jars Garnishes Pantry 2 Emco 5550 1 3 12 8 oz Chocolate Cake boxes Garnishes Pantry 2 Emco 5610 2 4 12 8 oz Garlic Croutons Cheese 12 1 quart Olive Oil bottles Food Pantry 2 Emco 6000 2 5 Ranch Dressing 6 1 gallon jars Food Pantry 2 6100 1000 Island Dressing 6 1 gallon jars 256 Food Pantry 2 Emco 6110 2 4 Italian Dressing 6 1 gallon jars Food Pantry 2 6
60. It describes how to install the cabling and explains certain pitfalls to be on the lookout for After completing the installation of the cabling make sure all your terminals have Network Interface Cards NIC installed in them so that they can connect to the network This allows them to communicate with the server computer Finally choose the type of device to use to connect all the cables from the individual devices to a central location so that each device will be able to communicate with the other devices See Chapter 2 of the ALDELO POS User Manual for an explanation of the pros and cons of Hubs Switches Routers and Wireless Access Points before making your decision For our Checkers restaurant example we use a switch Note Aldelo LP does not provide any technical support whatsoever for help with installing cabling Again a professional installer should perform this task Assembling Your Network We assume you have already installed Windows on your terminals with the default configuration ALDELO POS supports Windows XP Professional Windows Server 2008 Standard Edition and Foundation Edition Windows Vista Ultimate Windows Vista Business Windows Vista Home Premium Windows 7 Professional and POS Ready with full installation all components installed Connect the terminals to the wall jacks installed previously by using patch cables Connect the server computer and the system of jacks to the switch 10 ALDELO FOR REST
61. Jim Newman Both of these fields are optional Next enter the dollar value of the gift card 100 00 in the Total Amount field We are discounting this card by 20 so enter 20 00 in the Discount field Discounting the purchase price of the gift card gives the customer a reason to buy it because he or she will save money by doing so To issue a free gift card to a customer discount the entire amount If the customer wishes to purchase additional gift cards click the Add button and fill in the required data again for the new card You can create as many gift cards as necessary in this manner Finally click the arrow next to the Payment Type field to display the drop down list of payment methods Select Cash by clicking on it Enter the amount received from the customer and click the Finish button The amount tendered must be sufficient to cover the balance due or the Finish button remains inactive If any change is due the amount displays on the screen A receipt for the transaction prints unless the Do Not Print Receipt button is clicked before clicking the Finish button Recharging Gift Cards When a customer s gift card balance gets low it may be recharged to add more value to it Click the Gift Certificate button on the main POS screen Enter the Employee Access Code to display the Gift Certificate screen Click the Recharge button Select the No button to use Search by Gift Card Account Number as the desired search
62. List O Other Tools Bank Deposit Daily Receipt Summary Close EDC Batch Figure 23 4 Closing Report The Closing Report lists all sales and other important information necessary for closing the accounting day Please see Closing Report in Chapter 22 of this manual for detailed information Next Day Transfer When a restaurant is open 24 hours per day an arbitrary time of day is chosen to close the accounting period for one day and begin the accounting period for the next day Any orders still open at this time must be transferred to the next business day From the main POS screen navigate to Operations gt Revenue Center and click the Next Day Transfer button The Next Day Transfer screen appears asking you to confirm the transfer of all open orders to the next business day See Figure 23 5 Click the Yes button to complete the transfer 182 ALDELO FOR RESTAURANTS TRAINING MANUAL Next Day Transfer Transfer all open orders to next business date Figure 23 5 Register Report The activity of all registers for a specified date is displayed on the Register Report From the main POS screen navigate to Operations gt Revenue Center and click the Register Report button Select the desired date from the date picker screen and click the Select button The report displays allowing the user to view it on the screen or print a hard copy Bank Report The Bank Report also known as the Bank Lia
63. ORDER 5 161 CASHIER SETTLE OPERATIONS 161 Settling in the Main POS Screen 161 Payment 162 Payment by Check _ ___ _ _______ _ _ _ 162 Payment by Credit Card 163 Payment by Gift Card 163 In House Charge Accounts 164 Complimentary Meals 2 29 9922 ne nm mm mm 166 Settling from the Order Entry Screen 167 SETTLING USING STAFF BANK 167 Setting Up Staff Banking 167 Settling
64. Office Help Online Manual CHAPTER 6 POS SOFTWARE INSTALLATION 19 Chapter 6 POS Software Installation Installing the Software 1 Place the ALDELO POS CD in the CD ROM drive The installation screen displays automatically Under the Aldelo For Restaurants Suite of Products section select the Click Here To Install option See Figure 6 1 Follow the on screen instructions to proceed with the installation Read the End User Licensing Agreement EULA very carefully It contains important information for the end user Accepting the terms of the EULA creates a legal agreement between you and Aldelo LP If you accept the terms of the license agreement select the Accept the Terms in the License Agreement radio button and then click the Next button if you do not accept the terms of the license agreement you cannot install the software On the following screen enter your user name and organization name in the appropriate fields and click the Next button to continue to the Setup Type screen On the Setup Type screen select the Typical setup type Click the Next button to continue When the Ready to Install the Program screen appears click the nstall button Register and activate your copy of ALDELO POS You may register online or by telephone For detailed instructions please see Registering amp Activating ALDELO POS in Chapter 5 of the ALDELO POS User Manual 20 ALDELO FOR RESTAURANTS TRAI
65. Purchase 226 Review Purchase Order 227 Create PO From Shopping List 228 Create Inventory Item 1 1 228 Receive Inventory Items 229 Physical Inventory Count 230 MAINTENANCE ACTIVITIES 231 Monitor Client Connections 231 Remove All Access Denied Logs 232 Remove All Caller ID Logs 233 Remove All Customer Names From Orders 233 Remove All Redeemed Gift Certificate MSR Card Information 233 Remove Prior Man
66. Repeat the procedure above for each of the terminals on your network The IP address should be incremented by one for each successive terminal For example if you used the number above as the IP address for your server computer use 192 168 0 2 for POS1 192 168 0 3 for POS2 etc Continue in this manner until all of your terminals have an IP address assigned to them Don t forget to add the default subnet mask as described above Testing Your Network Now that we have configured the network we are ready to test to see if the network is operational by performing the PING command in MS DOS On your computer desktop click the Start button In the Search Programs and Files textbox at the bottom of the Start menu type the word command and press the Enter key on your keyboard The Command Prompt screen appears In the Command Prompt screen enter PING w x y z where w x y Z is the IP address of another computer that you specified earlier in the setup For example to test the server computer from another POS station type PING 192 168 0 1 and press the Enter key to 14 ALDELO FOR RESTAURANTS TRAINING MANUAL issue the command Check to see if there are any replies In addition check the Packet Loss information This value should be zero to denote that you configured your network successfully If your PING result indicates failure check your cabling and settings If the problem persists consult with a qualified network tec
67. Reseller Figure 21 7 Create an order in ALDELO POS using 14 as the Employee Access Code Click the Done button when finished Recall the order and click the Pay To Staff Bank button on the Recalled Order screen Select the payment method and settle the order Click the Done button on the Change screen A Staff Bank order may also be settled directly from the Order Entry screen by clicking the Staff Bank button Like the Settle button of the Order Entry screen this moves the order directly to the Settle Order screen and sends the order to the kitchen at the same time Settling Using Driver Money Drop Create two delivery orders in ALDELO POS clicking the Done button after each Next from the main POS screen click the Driver button Select both orders on the lower portion of the screen click on one of the drivers to deliver them and then click the Departure button Now click on the name of the driver assigned to make the delivery to enable the Arrival button Click the Arrival button and on the Confirm Action screen click the Yes button to indicate that you wish to mark the assigned delivery orders as arrived Click the OK button on the Driver window and then the Money Drop button on the Driver screen CHAPTER 21 ORDER SETTLEMENT PROCEDURES 169 Enter the Employee Access Code for the driver The total money due for both orders displays on the Driver Money Drop Report screen Click the OK button The Cashier Logi
68. See Figure 7 9 Verify Funds Bank Name Phone Number Phone 209 555 2468 Yes Bank of America Bank Name Wells Fargo Bank Bank of the West Phone Number 209 555 1379 Chase Bank Wells Fargo Bank Verify Funds By Phone Hide Bank Card File Figure 7 9 34 ALDELO FOR RESTAURANTS TRAINING MANUAL BAD CHECK REASONS Navigate to Back Office gt Setup gt General Settings gt Bad Check Reasons Here we maintain a list of all the possible reasons why a bank returns a check Enter the information as seen in Figure 7 10 into the Bad Check Reasons screen After each entry click the Save button To enter another reason click the New button and repeat the procedure above If the reason is no longer valid click the Hide Reason checkbox to prevent it from displaying in the list of reasons When finished click the Done button See Figure 7 10 Bad Check Reason Bad Check Reason Payment Stopped Non Sufficient Funds Hide Reason Payment Stopped Figure 7 10 BAD CHECK PENALTIES ALDELO POS allows you to maintain a list of the penalties that are associated with returned checks Navigate to Back Office gt Setup gt General Settings gt Bad Check Penalties Enter the information from the table below into the Bad Check Penalties window After each entry click the Save button To enter another penalty click the New button and repeat the procedure above If the pena
69. Setup screen A selected Modifier Type button may be deselected by clicking it again or by clicking another Modifier Type button Click the Add Sour Cream Light Butter and Extra Chives buttons to add those modifiers to the baked potato See Figure 10 18 If there is an extra charge for the modifier the price may be changed by clicking the Change Modifier Price button To remove a selected modifier highlight it on the list and click the red X button To remove all selected modifiers click the Clear All button Light es 5 Extra Chives a Extra Butte Extra Sour Cream Toppings Price 1 23 2012 5 11 59 PM Station 1 Cash Tray 1 Cashier Joan Brodel OS Figure 10 18 120 ALDELO FOR RESTAURANTS TRAINING MANUAL Pizza Builder System Before the Pizza Builder screen can be used the Pizza Builder setup must be completed by navigating to Back Office gt Setup gt Menu Setup gt Pizza Builder Setup For detailed information please see Menu Setup Pizza Builder Setup in Chapter 5 of the ALDELO POS User Manual Create a new order in ALDELO POS Enter the menu item from the following table The Pizza Builder screen displays Select Chicago Style crust from the buttons at the top of the screen Then select Bell Peppers Olives and Sausage from the toppings buttons The buttons change color indicating that they are selected See Figure 10 19 Notice that the selected toppings ar
70. and you are unsure of which one to select check with your network administrator Right click your adapter to display a list of options Click the Properties option at the bottom of this list Highlight the Internet Protocol Version 4 TCP IPv4 item in the center of the window Click the Properties button This displays the Internet Protocol Version 4 TCP IPv4 Properties window CHAPTER 4 NETWORK SOFTWARE CONFIGURATION 13 9 Click the Use the following IP address radio button This activates the fields below allowing you to edit them 10 In the IP Address field enter the IP address you wish to use for this system Our example uses 192 168 0 1 Check with your network administrator for the value to enter in this field 11 Hit the Tab key on your keyboard to populate the Subnet Mask field automatically The value entered in this field by Windows is usually correct 12 Click the OK button See Figure 4 2 General You can get IP settings assigned automatically if your network supports this capability Otherwise you need to ask your network administrator for the appropriate IP settings Obtain an IP address automatically Use the following IP address IP address 192 168 Subnet mask 25 255 Default gateway Obtain DNS server address automatically Use the following DNS server addresses Preferred DNS server Alternate DNS server Validate settings upon exit Figure 4 2
71. appears It displays the words No Sale and the employee s name in very large letters so that it is easily visible from a distance Edition DEMONSTRATION ONLY Aldelc No Sale Reason Customer wants change for a dollar F f Upper Move Move Case Down Up 1 24 2012 4 41 35 PM Figure 19 1 Note If the No Sale Alert screen fails to appear navigate to Back Office gt Store Settings gt Revenue Tab gt Cashier Tab and select the No Sale Show Alert checkbox 154 ALDELO FOR RESTAURANTS TRAINING MANUAL Pay Out A Pay Out is performed anytime money is removed from the cash drawer other than for a refund Use the Pay Out button for general pay outs wage advances and cash drops from the cash drawer GENERAL PAY OUT A General Pay Out is performed to pay petty amounts out of the cash tray Many vendors do not want to wait until a check can be issued Examples include paying for newspapers minor maintenance and repairs and the purchase of inventory items that have run out From the main POS screen click the Pay Out button An employee with a sufficiently high security access level must enter his or her access code Click the General button on the Pay Out Type screen Next enter the information as seen in Figure 19 2 The description should include the invoice number and date if applicable Upon completion click the button A receipt for the Pay Out prints to the receipt prin
72. button for the Dining Room Table Group Add the information seen in Figure 7 15 to allocate a portion of the tips received by the wait staff to others such as bus persons and dishwashers You may enter up to two Tip Sharing Groups per Table Group Click the Done button Enter the same information for the Patio and Bar Table Groups as well CHAPTER 7 INFORMATION DATA ENTRY 39 Table Group No 1 Table Group Name Table Group Tip Sharing Group 1 Name Group 1 Percent Group 2 Name Group 2 Percent Figure 7 15 DINE IN TABLES From the main POS screen of ALDELO POS navigate to Back Office gt Setup gt Table Setup gt Dine In Tables In the Table Groups field select the Dining Room table group to edit by clicking on it Refer to Figure 2 1 of this manual Next select one of the corresponding squares on the Dine In Tables screen See Figure 7 16 NENNEN Dine16 Dine17 Dine18 Fable Groups Dine22 Dine21 Dine20 Dine19 Dining Room _ u Jl Figure 7 16 40 ALDELO FOR RESTAURANTS TRAINING MANUAL Dine In Table Editor Upon selection of a square on the Dine In Tables screen the Dine In Table Editor displays By following Figure 7 16 and the table below enter the table names number of seats the average usage time in minutes etc Click Done and select another square on the Dine In Tables screen Repeat this procedure until you have
73. d tees Ing pU aped aae ung 108 153 Notepad REA p D 217 235 236 Opening Procedures 79 LOS ICI ITUNAIT 11 Operations EIDEM E E 179 Order Entry ea uH e eI RUE 48 93 123 127 131 147 167 Order Entry Checks Button eg pere n PD e re Er DEDI Ret Re Reda 147 Ordering Multiple Quantities 35e d ge RE mte gea Cm ten desde nO leiden ipee 102 idee etiem ete I Rees ote eb 178 Other Hardware teer pete e mete pe o ee 18 iudi EE 195 Add Cash EN P 197 eee RUP a Ee RH ce iU I 197 et RARE edet PNEU dined ae eae elle 196 Caller te OR it 195 Caller ID SWitCh 195 Customer Incidents nne eae eee edt 198 Driver Summary dem deine eec RES GER mU dup 198 Edit Work Se AdU Es e DER D D RR REESE GU EXER CE ERR THERE tis 200 Bmp Working reete et ed eed e e eee tend edt ege eter 199 Menu Item Sales By ete pe Ree Ee re e HUE piae eR 202 Open Order Report ene Vene mE 200 Sales By 203 Sales By Men Item Report noe
74. e Report To 4 31 2012 TOTAL SALES REPORT BY CATEGORY From 1 1 2012 To 1 31 2012 SALES AMOUNT PERCENTAGE Soft Drinks GROSS CATEGORY SALES DELIVERY FEES ORDER SURCHARGES ORDER DISCOUNTS Less ICASH DISCOUNTS Less CREDITS USED Less TAX 1 Tax 2 GROSS SALES Figure 23 25 Server Gratuity Report This feature generates a report that displays the total sales and received tips for each employee as well as the tip percentage of total sales From the main POS screen navigate to Operations Other Tools and click the Server Gratuity Report button The Server Gratuity Report displays See Figure 23 26 The report may be printed or exported to a text file CHAPTER 23 MANAGER OPERATIONS 205 Repor From al neetTe poro EN SERVER GRATUITY REPORT From 1 1 2012 TO 1 31 2012 SERVER NAME TOTAL SALES POS REC D TIPS OF SALES TIPS REPORTED OF SALES Johnson Robert 173 00 12 14 12 14 McMath Virginia 108 22 14 80 14 80 Powell Eleanor 2 462 66 11 74 11 74 Yarborough william 97 44 16 67 16 67 Brooks Foster 0 00 0 00 Johnson Robert 0 00 0 0056 Mapother Thomas 0 00 0 0056 Yarborough william 5 o 0 00 TOTAI 2 841 32 342 39 12 05 342 39 SEAARAAAAAARASAAAAAALALRAAAARAARALALALAAAAAALAELAELAALAELAAAAAAERLAEALEL Note This report includes all order types for each of the server Figure 23 26
75. ee 4 Petite Cancel Gender NS x Couple Clear With Hat o Clothing Color White Teal Purple 3 Clear Figure 11 1 Click the Done button The system reverts to the previous screen The description of the guest now appears as entered in the New Bar Tab field The Bar Tab may also be identified by the customer s name if known Erase the description and enter the customer s name Chris Ebsen See Figure 11 2 When done click the Finish button The system continues to the Order Entry screen where menu items may be ordered as usual Finally navigate to Back Office gt Station Settings gt Other Options Tab and deselect the Enable Bar Tab Services for this Station checkbox and the Skip Table Bar Tab Type Selection for Dine In checkbox CHAPTER 11 BAR TAB ORDERS 125 New Bar Tab Chris Ebsen Open Bar Tabs Cancel Finish e My Orders Figure 11 2 Note Although this order is identified by the customer s name a table number may still be used by clicking the Table button at the top of the Order Entry screen Select the appropriate table group from the buttons on the right then select the table number from the diagram that appears In the case of this example click the Finish button on the New Bar Tab screen without entering a customer name BAR TAB EFFICIENCY Several settings are available in ALDELO POS to help
76. entered the information for all of the tables When finished repeat the entire procedure for the remaining table groups to move to another table group select it from the Table Groups dropdown list on the Dine In Tables screen Click the Close button on the Dine In Tables screen when finished See Figure 7 17 Note It is extremely important to make sure all of this information is entered correctly or the table may not show as available when it is unoccupied Average Table Total Usage Smoking Near Booth Private Numbers Seats Minutes Section Windows Seating Seating FDina 7 6 40 ves Dne8 22 6 40 vs Yes Paior 18 4 40 Yes __ 8211014 30 ves M Dine In Table Name Dine12 Total Seats 12 Max For Visual Seating 6 Average Table Usage Minutes 40 Picture E Smoking Section Near Windows Booth Seating Private Seating x Hibachi Table Hibachi Table Style Hibachi Left Side Seats Hibachi Top Side Seats Hibachi Bottom Side Seats Hibachi Right Side Seats Hibachi Can Bridge To Hibachi Bridge Seats qu Figure 7 17 CHAPTER 7 INFORMATION DATA ENTRY 41 Employee Setup JOB TITLES Navigate to Back Office gt Setup gt Employee Setup gt Job Titles Here we enter all of the different job titles assigned to employees Enter the information from the table below into the Job Titles screen After ente
77. from the list of employees Click on the Payroll Tab and make sure the Use Staff Bank checkbox is selected Exit back to the main POS screen From the main POS screen click the Time Card button Enter 14 to clock in Eleanor Powell click the Stay button to remain in the Time Card screen after clocking in click the Clock In button and then click the Start Staff Bank button The Enter Staff Bank Start Amount window displays Enter 200 00 for the Staff Bank Start Amount and then click the v button See Figure 8 4 When asked if the restaurant provided the start amount click Yes employees may also provide the start amount from their own money Eleanor Powell is now ready to begin work Enter Staff Bank Start Figure 8 4 Finally navigate to Back Office Setup Employee Setup Employee Files and select Eleanor Powell from the list of employees Click on the Payroll Tab and uncheck the Use Staff Bank checkbox Exit back to the main POS screen 84 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 9 HOSTESS PROCEDURES 85 Chapter 9 Hostess Procedures Reservations Any employee who has the Hostess feature enabled in his or her employee file may use the Reservations feature In ALDELO POS navigate to Back Office gt Setup gt Employee Setup gt Employee Files Select Joan Brodel from the Employees list and click on the Payroll Tab Make sure the Use Hostess Features checkbox is selected
78. is to be assigned must be classified as a server in his or her employee file From the main POS screen navigate to Dine In gt Assign Table The Select Server screen displays See Figure 9 6 Choose Eleanor Powell and click the Select button When the Select Table Number screen displays click on table Dine 22 to assign this table to Eleanor When prompted for the number of guests at this table select the default value of six and click the button Table number Dine 22 is now assigned to server Eleanor Powell CHAPTER 9 HOSTESS PROCEDURES 91 Eleanor Powell Virginia McMath we Other Employee Cancel Figure 9 6 92 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 10 DINE INORDERS 93 Chapter 10 Dine In Orders Order Entry Dine In orders are always associated with a table If the term Dine In does not fit your restaurant it may be changed by navigating to Back Office gt Store Settings gt Services Tab gt Dine In Tab and entering your preferred term in the Alias Name field The terms Take Out Drive Thru and Delivery may be changed in a similar manner CREATING A NEW ORDER From the main POS screen click the Dine In button and enter 14 when prompted for the access code to assign this order to our server Eleanor Powell this assumes she is clocked in Select the Dining Room table group in the upper right corner of the screen Click on table Dine 4 When prompte
79. method the search may also be performed by swiping the MSR Card through the reader On the following screen enter the gift card number 108 and click the v button Continue the transaction as though it were a new gift card purchase Enter 50 00 in the Total Amount field and 10 00 in the Discount field Select Cash as the Payment Type and enter 40 00 in the Amount Received field Click the Finish button Checking Balances From the main POS screen type 108 the account number of the gift card we just created no field displays just type the number on the keyboard when in the main POS screen Press the Enter button on your keyboard The Gift Certificate Balance screen appears displaying the remaining gift card balance 150 00 see Figure 20 2 If you used an MSR card to create the CHAPTER 20 GIFT CARD PROCEDURES 159 gift card swiping it through the reader while in the main POS screen yields the same information GIFT CERTIFICATE BALANCE Gift Card Account Number 108 GIFT CERTIFICATE BALANCE 150 00 Figure 20 2 160 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 21 ORDER SETTLEMENT PROCEDURES 161 Chapter 21 Order Settlement Procedures Cashier Settle Operations An employee signed in as a cashier may settle orders The cashier must have a cash drawer open on a terminal before settling orders SETTLING IN THE MAIN POS SCREEN The cashier may settle any order in
80. navigate to Back Office gt Activities gt Maintenance Activities and click on Remove All Caller ID Logs When prompted to confirm the deletion click the Yes button When finished compact the database Removing the database s empty space allows it to run more efficiently REMOVE ALL CUSTOMER NAMES FROM ORDERS The Remove All Customer Names From Orders feature allows the user to delete the names from the specified customer s orders This may be necessary for database maintenance purposes or due to a request by the customer From the main POS screen navigate to Back Office gt Activities gt Maintenance Activities and click on Remove All Customer Names From Orders Enter the customer s phone number and click the Enter button A confirmation screen displays indicating that the names have been removed successfully REMOVE ALL REDEEMED GIFT CERTIFICATE MSR CARD INFORMATION This feature of ALDELO POS allows the user to delete all MSR card information from the system for gift certificates that have already been redeemed Outstanding gift certificates are not affected From the main POS screen navigate to Back Office gt Activities gt Maintenance Activities and click on Remove All Redeemed Gift Certificate MSR Card Information Click the Yes button on the Confirm Action screen When finished the Operation Completed Successfully window displays REMOVE PRIOR MANAGER CASH OUTS This feature allows the user to delete all manager ca
81. order for editing In the Order Entry screen click the Combine button The other two orders appear as buttons on the screen Click one of the order buttons and then click the Accept button When you return to the previous screen repeat the process clicking the button for the other order Click the button when finished HALF ORDERS Customers sometimes ask to place a half order of a menu item ALDELO POS makes this easy Simply click the Half button before clicking the button for the menu item See Figure 10 6 To change a previously ordered item to a half order void the item and then follow the procedure above On a new guest check enter a half order of Stuffed Jalapefios Dine In Guests Table Checks ame m m Server Eleanor Station 1 Onion Rings order New Order Dine In Table Guests 1 3 gt Jalapenos 1 20 2012 9 35 46 AM Sub Total 1 98 Tax 0 15 Amount Due 2 13 Void Re Order Hold Split Combine Misc Cancel 1 20 2012 9 45 02 AM Station 1 Cash Tray 1 Cashier Joan Brodel Details Quantity Discounts Surcharge Credit Chain Figure 10 6 102 ALDELO FOR RESTAURANTS TRAINING MANUAL ORDERING MULTIPLE QUANTITIES To place an order for multiple quantities of a single menu item click the Quantity button and enter the number desired Then select the item from the Order Entry screen as usual On the same guest che
82. right side of the screen The Menu Item Price Editor displays Enter the information as seen in Figure 7 31 Click the Done button The price of Budweiser now automatically changes to 906 every Monday night at 6 00PM At 7 00PM the price reverts to the regular price 2 75 Figure 7 31 56 ALDELO FOR RESTAURANTS TRAINING MANUAL PIZZA BUILDER SETUP Sizes Tab In ALDELO POS navigate to Back Office gt Setup gt Menu Setup gt Pizza Builder Setup gt Sizes Tab Here you setup the sizes of the pizzas your restaurant sells For each size entered select the corresponding checkbox to the left of the description For our Checkers restaurant enter the information as seen in Figure 7 32 below Sizes Crusts Toppings Pizzas Available Pizza Sizes Output Name Secondary Language Size 1 SM Size 2 Size 3 Size 4 Size 5 Size 6 Size Size8 51769 Size 10 Figure 7 32 Crusts Tab Navigate to Back Office Setup Menu Setup Pizza Builder Setup Crusts Tab Click the Add button The Pizza Crust Editor appears Here you enter the name of the crust and the extra charge if any You may also enter the crust name in a secondary language if you use this feature See Figure 7 33 CHAPTER 7 INFORMATION DATA ENTRY 57 Figure 7 33 Enter the crust types as seen below in Figure 7 34 into the Pizza Crust Editor by clicking the Add button When fi
83. system to his or her restaurant Navigate to Back Office gt Store Settings gt Services Tab gt Delivery Tab Make sure the Delivery checkbox is selected near the upper left corner of the screen For training purposes select the checkboxes for Enable Driver Money Drop and Round Delivery Total to Next Quarter All other checkboxes on this screen should be deselected In the Delivery Charge field enter 4 00 and in the Delivery Comp field enter 3 00 The other two fields on the screen should remain blank See Figure 14 1 Click the Save and Done buttons Print Staff CRM Order Enty General Taxes Revenue Dine in Take Out Drive Thru Delivery Delivery Alias Name Show Retail Screen Tax Exempt Delivery Automatic Surcharge Prompt for customer name at delivery completion Sho i i Enable Popup Streets Round Delivery Total To Next Quarter Delivery Charge Delivery Comp Chained Delivery Charge Comp Per Trip Delivery Charge Comp Per Menu Item Delivery Charge Percent Based Delivery Comp Percent Based al mm Data Source Figure 14 1 Next click on the Taxes Tab and then on the Tax Tab Make sure that the Apply On Delivery Charge checkbox is deselected Click the Save and Done buttons 134 ALDELO FOR RESTAURANTS TRAINING MANUAL Finally navigate to Back Office gt Station Settings gt Other Options Tab gt Extra Settings
84. table below These are the areas our restaurant services Since Checkers Restaurant offers delivery service enter also the delivery charge to each area and the compensation paid to the delivery driver for delivery to each area When finished the Postal Codes screen should resemble the one below See Figure 7 4 28 ALDELO FOR RESTAURANTS TRAINING MANUAL Modesto State Province Postal Code Delivery Charge Delivery Compensation SSSSssssss gt Turlock Figure 7 4 CHAPTER 7 INFORMATION DATA ENTRY 29 DELIVERY STREETS In ALDELO POS navigate to Back Office gt Setup gt General Settings gt Delivery Streets Enter the information from the table below These are specific streets within some of the postal codes entered previously Any information entered here will override the information entered in Postal Codes For example if you entered a delivery charge of 1 00 for a certain postal code but there is a certain street within that postal code that is very far from the restaurant you may enter a delivery charge of 2 00 for addresses on that street If only a certain range of addresses is affected enter the beginning and ending address numbers in their respective fields This 2 00 delivery charge overrides the 1 00 delivery charge only for this street or these addresses on this street You may also select the No Delivery checkbox for these addresses See Figure 7 5 Addresses ee Map Delive
85. the Surcharges window the Surcharge ID is generated automatically by ALDELO POS After entering the first one click the Save button To enter another click the New button and repeat the entire procedure above When finished click the Done button If the surcharge is no longer used select the Hide Surcharge checkbox and click the Save button See Figure 7 7 CHAPTER 7 INFORMATION DATA ENTRY 31 Party of 8 or oe tam O Fee for serving wine not Corkage Fee 5 00 Currency restaurant This fee is waived if the Use of Private total check exceeds Room 100 00 Currency 2000 00 2000 00 Fee for serving desserts cc mo Dessert Fee 10 00 Currency 500 00 birthday cakes etc Surcharge Name F Party of 8 or More mge Corkage Fee Surcharge Name Customer Dessert Fee Use of Private Room surcharge Amount 10 Customer Dessert Fg _ Amount Basis currency Waiver Min Check 500 Surcharge Description Fee for serving desserts brought by customer birhtday cakes etc Hide Surcharge Figure 7 7 32 ALDELO FOR RESTAURANTS TRAINING MANUAL DISCOUNTS In ALDELO POS navigate to Back Office gt Setup gt General Settings gt Discounts Here we setup the discounts used by our restaurant Enter the information from the table below into the Discounts screen See Figure 7 8 After entering each discount click the Save button To enter another disc
86. the Delivery Orders from the following table into the system Be sure to select the Delivery button on the main POS screen as the order type Click the Done button on the Order Entry screen upon completion of each order Access Customer Code Phone Number 2097777777 Buffalo Wings PotatoSkins 2098248230 Pepperoni Pizza _ Salad Next click the Driver button For the Employee Access Code enter 7 for Robert Johnson On the following screen click the Departure button Now select the orders that the driver will take on this delivery run by selecting the checkboxes to the left of the Ticket numbers The driver may take one several or all of the orders waiting for delivery For our purposes select only the first order When finished click the Departure button DRIVER DISPATCH SCREEN ASSIGNMENT Navigate to Back Office gt Store Settings gt Services Tab gt Delivery Tab Select the Show Driver Dispatch Screen checkbox Click the Save and Done buttons Return to the main POS screen and click the Driver button The Driver screen displays The second order we entered appears in the bottom portion of the screen Click on William Yarborough in the top portion of the screen and click the checkbox next to the order in the lower portion of the screen to select it guest checks with barcodes may be scanned The Departure button is now enabled See Figure 15 1 Click the Departure button to assign the order
87. the system no matter who created it Enter an order for Eleanor Powell into the system Employee Access Code 14 When finished click the Done button To settle an order in the main POS screen click the Settle button The cashier Joan Brodel must enter her Employee Access Code 3 The Select Order To Settle screen appears displaying a list of all open orders if the screen displays No Orders Found deselect the My Orders button Click on the order that was just created the top one in the list The Settle Order screen appears See Figure 21 1 Select a payment method Settle Order Ticket 8 y ES amp Dine In Eleanor Powell Check Visa Order 379 Mastercard American Express Discover Gratuity Diner s Club ATM Debit Card TOTAL House Account Gift Certificate Complimentary Total Received gs Even Amount Split BALANCE BE AR Split Combine e Discount Gratuity niray1 Cashier Joan Brodel EA 55 5 a Figure 21 1 162 ALDELO FOR RESTAURANTS TRAINING MANUAL Payment by Cash Click the Cash button The Cash Tendered screen displays See Figure 21 2 Enter the amount tendered into the field in the upper left corner of the screen and click the Enter button Alternatively you may select one of the preset amount buttons the green button indicates the exact balance due The change due amount appears on the screen and the receip
88. the v button to record the information In the future if the customer calls again a Customer Incidents button appears on the Customer Information screen while the user enters a Take Out or Delivery order The button flashes to draw the user s attention Clicking the button displays the details of the incident allowing the user to decide whether to accept the order New Customer Incident Order 06 21 2012 Nobody home when delivered Upper Cuore E Down Up 1 31 2012 8 56 16 AM Figure 23 19 Driver Summary The Driver Summary feature generates a report listing the number of deliveries the net sales and the delivery commission for each driver CHAPTER 23 MANAGER OPERATIONS 199 From the main POS screen navigate to Operations gt Other Tools and click the Driver Summary button The Driver Delivery Summary Report displays See Figure 23 20 The report may be printed or exported to a text file n Report From 1 1 2012 Report To 1 31 2012 e Sort By Descending I DRIVER DELIVERY SUMMARY REPORT From 1 1 2012 To 1 31 2012 DRIVER NAME NET SALES DELIVERIES TAKEN DRIVER COMP 09 50 236 44 34 00 Figure 23 20 Emp Still Working The Emp Still Working feature of ALDELO POS gives the user an easy way to check which employees are still on the time clock From the main POS screen navigate to Operations g
89. 00 PM 05 10 PM Break 2 07 00 PM 08 00 PM Break 3 09 00 PM 09 10 PM Normal Time Card 8 00 TOTAL REGULAR HOURS 8 00 gt gt gt gt gt REGULAR PAY 96 00 TOTAL OVER TIME HOURS 0 00 gt gt gt gt gt OVER TIME PAY 0 00 TOTAL DOUBLE TIME HOURS 0 00 gt gt gt gt gt DOUBLE TIME PAY 0 00 TOTAL TIPS REPORTED 0 00 TOTAL EARNINGS 96 00 TOTAL HOURS WORKED 8 00 AVG HOURLY RATE 12 00 WAGE ADVANCE Less 0 00 NET PAYABLE BEFORE TAXES 96 00 Figure 8 2 STAFF PAGING For detailed information on assigning pagers to employees please see Time Cards Register a Pager in Chapter 6 of the ALDELO POS User Manual Starting the Bank ALDELO POS gives the user two options for managing settlement transactions Cash Drawer or Staff Bank The Cash Drawer is a traditional cash register drawer connected to the system that opens it after entering the transaction Staff Bank is used when the employee does not have an assigned cash drawer and is taking care of settling his or her own transactions CASHIER IN In ALDELO POS click the Cashier In button in the main POS screen the employee must already be clocked in for the shift Enter 3 for the access code the access code for Joan Brodel our cashier and click the v button Select Cash Tray 1 82 ALDELO FOR RESTAURANTS TRAINING MANUAL The Money Count For Cashier In screen displays Here you enter the count of each denomination of coin and curre
90. 120 Red Wine 12 1 quart Vinegar bottles Food Pantry 2 Emco 6050 2 5 40 Ib bulk Chicken Wings frozen Food Freezer 1 Emco 1055 1 2 Cheddar Cheese Shredded 12 2 Ib bags Food Cooler 2 Emco 1775 1 2 _ 2 o 2 a o o o e 2 N AR a ES N 5 40 Ib bulk 40 Ib bulk Pork Chops Anchovies coors Emo lesso sliced Food Cooler 1 6550 3 FU 12 2 Ib bags Sausage bulk Food Cooler 1 Emco 6600 3 Food 6500 Pepperoni Mozarella Shredded 12 2 Ib bags Food Cooler 1 Emco 6650 3 6 1 gallon Bell Peppers fresh Food Cooler 1 Emco 6700 2 4 Black Olives 6 1 gallon a Emo 19001 a Pizza Dough frozen Food Freezer 1 Emco 6800 3 14 192 144 128 128 64 192 384 24 40 36 36 36 192 84 40 24 CHAPTER 7 INFORMATION DATA ENTRY 71 Black Olives Sliced Bloody Mary Mix Budweiser Beer Buffalo Sauce Butter Cheddar Cheese Shredded Cheese Cake Chicken Halves Chicken Wings Chives Chocolate Cake Coca Cola Croutons Cheese Croutons Garlic Croutons Plain Diet Coke French Fries Green Onions Italian Dressing Inventory Item Name Item Secondary Language Pack Size Description Pack Size Barcode Each Item Barcode Total Items Per Pack Size Recipe Units Pack Size Inventory Group Inventory Location Inventory Vendor Sort Order Pack Size Re Order P
91. 2 0 44 9 00 28 34 16 00 33 34 2 00 9 32 9 32 9 32 16 00 9 99 9 00 40 00 1 12 12 00 12 50 18 00 gt Add Edit Remove e Cancel Finish Figure 23 15 If changes must be made select the inventory item from the list and click the Edit button Make the changes on the Receive Inventory Item Editor screen and click the Done button Items may be added to or removed from the list by clicking the appropriate button at the bottom of the Receive Inventory Items window Click the Finish button to complete the procedure 194 ALDELO FOR RESTAURANTS TRAINING MANUAL Phy Count Sheet From the main POS screen navigate to Operations gt Inventory Activities and click the Phy Count Sheet button Use this feature to create a list of all inventory items to use when preparing a physical inventory count See Figure 23 16 This list may be viewed printed or exported SortBy a Categories PHYSICAL INVENTORY COUNT SHEET INVENTORY LOCATION INVENTORY ITEM NAME CURRENT QTY ON HAND NEW QTY ON HAND Potatoes 3 20 3 20 10 bags fresh Bloody Mary Mix 12 1 quart bottles Bacon Bits 6 4 oz jars Slivered Almonds 12 6 oz jars Croutons Garlic 12 8 oz boxes Croutons Plain 12 8 07 boxes Croutons Cheese 12 8 oz boxes Olive 0il quart bottles Red wine vinegar quart bottles Buffalo Sauce 6 1 gallon jars Ranch Dressing 6 1 gallon jars 1000 Island Dressing 6 1 gal
92. 206 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 24 MAINTENANCE ACTIVITIES 207 Chapter 24 Maintenance Activities The sections of this chapter may be found under the Activities menu item by navigating to Back Office gt Activities from the main POS screen General Activities EMPLOYEES ALDELO POS generates a report that lists the hours worked and earnings for each employee This report may be used to prepare your payroll From the main POS screen navigate to Back Office gt Activities gt General Activities and click on Pay Employees Payroll The Pay Employees Payroll Preparation Report screen displays See Figure 24 1 r Employees Selected For Payroll Employee Name Last Payroll End Additional Austerlitz Frederick 11 15 2012 i Beard James 11 15 2012 Brodel Joan 11 15 2012 Brooks Foster 11 15 2012 Collier Johnnie 11 15 2012 Gumm Frances 11 15 2012 Johnson Robert 11 15 2012 Kelly Eugene 11 15 2012 Mapother Thomas 11 15 2012 McMath Virginia 11 15 2012 McWilliams Julia 11 15 2012 Murphy George 11 15 2012 Nicholas Harold 11 15 2012 Powell Eleanor 11 15 2012 Smith Jeff 11 15 2012 Ventura Dave 11 15 2012 Yarborough William 11 15 2012 ShowAll Employees Pay Period End Date BEN ew Figure 24 1 208 ALDELO FOR RESTAURANTS TRAINING MANUAL Select an employee to be paid and click the gt button to move the name to t
93. 33 1 Stuffed Jalapenos Appetizers 3 95 1 000 2 50 1 French Fries Sides 2 50 9 7 000 55 65 1 Chef Salad Salads 7 95 10 10 000 79 50 1 Tuna Salad Salads 7 95 11 28 000 216 24 1 Chicken Salad Salads 7 72 5 000 29 75 1 Pasta Salad Salads 5 95 11 000 186 45 1 New York Steak Entrees 16 95 5 000 114 75 1 Maine Lobster Entrees 22 95 7 000 90 65 1 Roasted Chicken Entrees 12 95 4 000 59 80 1 Pork Chops Entrees 14 95 2 000 15 98 1 Cheese s Pizzas 7 99 1 000 15 64 1 Cheese 1 Pizzas 15 64 3 000 30 97 1 Pepperoni s Pizzas 10 32 3 000 48 27 1 Pepperoni Pizzas 16 09 23 000 515 a7 a Pepperoni Pizzas 22 41 40 000 70 00 1 Vanilla Ice Cream Desserts 1 75 13 000 38 35 1 Cheese Cake Desserts 2 95 16 000 47 20 1 Apple Pie Desserts 2 95 6 000 15 00 1 dicolate Cake Desserts 2 50 18 000 22 50 1 Coca Cola Beverages 1 25 18 000 22 50 1 Diet Coke Beverages 1 25 26 000 71 50 1 Budweiser Beverages 2 75 8 000 31 60 1 Heineken Beverages 3 95 11 000 54 45 1 Bloody Mary Bar 4 95 7 000 34 65 1 Screwdriver Bar 4 95 6 000 24 00 1 Vodka Bar 4 00 9 000 36 00 i Scotch Bar 4 00 Figure 24 11 The fields from left to right are Menu Item ID Quantity Ordered Total Sales 1 a place holder only Menu Item Name Menu Group Name and Menu Item Price 218 ALDELO FOR RESTAURANTS TRAINING MANUAL Customer Activities MAINTA
94. 7 51 10 64 0 79 24 2 31 0 17 6 45 6 57 0 48 65 10 77 0 80 38 2 50 0 18 6 58 6 70 0 49 78 10 91 0 81 51 2 64 0 19 6 71 6 84 0 50 92 11 05 0 82 Import Tax Table 65 2 77 0 20 6 85 6 98 0 51 06 11 18 0 83 78 2 91 0 21 6 99 7 11 0 52 19 11 32 0 84 92 3 05 0 22 7 12 7 25 0 53 33 11 45 0 85 06 3 18 0 23 7 26 7 38 0 54 46 11 59 0 86 19 3 32 0 24 7 39 7 52 0 55 60 11 72 0 87 Delete Tax Table 33 3 45 0 25 1 53 1 66 0 56 13 11 86 0 88 AG 3 59 0 26 7 67 7 79 0 57 87 11 99 0 89 60 3 72 0 27 7 80 7 93 0 58 00 12 13 0 90 73 3 86 0 28 7 94 8 06 0 59 14 12 27 0 91 81 3 99 0 29 8 07 8 20 0 60 28 12 40 0 92 00 4 13 0 30 8 21 8 33 0 61 41 12 54 0 93 A4 4 27 0 31 8 34 8 47 0 62 55 12 67 0 94 Figure 7 12 Please note that the brackets from your taxing authority s tax table must be entered in ascending order you cannot enter them randomly If you make a mistake entering a bracket click the Delete Last Bracket button and re enter the information If you operate a chain of restaurants the finished tax table may be exported so that it may be imported to the systems at your other locations When you finish entering the entire tax table click the Export button The tax table file is exported automatically to the C Program
95. 95 0 29 Amount Due 4 24 ca Void Re Order Hold Split Combine Misc Settle Cancel Details Quantity Discounts Surcharge Credit Chain 1 23 2012 1 53 41 ___ Station 1 Cash Tray 1 Cashier Joan Brodel Figure 10 15 LOCK SCREENS The Lock Screens feature disables all of the buttons on the screen preventing unauthorized people from using the terminal From the Order Entry screen click the Misc and Lock Screens buttons Enter the access code for the server assigned to the terminal Eleanor Powell access code 14 All of the buttons disappear from the screen except for the Un Lock Screens button To unlock the screen click the Un Lock Screens button The screen can only be unlocked by the employee who locked it or by an employee with a higher security access level than the employee who locked it Unlock the screen and return to the main POS screen Modifier System Menu item modifiers include such things as included side dishes preparation instructions and recipe modifications ALDELO POS offers several ways to handle these modifiers 116 ALDELO FOR RESTAURANTS TRAINING MANUAL MANUAL MODIFIERS Forced modifiers may be changed and additional modifiers may be added to a menu item by selecting the Modifiers button on the Order Entry screen Enter the following order into ALDELO POS Server Access id Code French Fr Fr ee oes Simd Vegs e Heineken ee
96. ANTS TRAINING MANUAL location such as a safe The system prints two copies of the receipt one for the manager and one for the cashier The cashier treats the receipt the same as cash when signing out Click the Pay Out button on the main POS screen The manager must enter his or her Employee Access Code The Pay Out Type screen appears Click the Manager Cash Out button Enter 500 00 in the Enter Manager Cash Out Amount window and click the v button Give a copy of the receipt to the cashier for use when balancing the cash drawer Issuing Refunds Use the Refund feature of ALDELO POS anytime you must issue a refund to a customer Click the Refund button on the main POS screen Enter the access code The Refund screen appears Enter the Order optional the Refund Amount and the Reason for the refund See Figure 19 4 Select the Refund Method by clicking the arrow next to the field to display the drop down list Select the appropriate refund method from the list by clicking it When done click the v button Refund Order 3 8 1 Refund Amount 30 2 Reason Pizza was cold when delivered Refund Method h 5 34 E Upper Move Case Down 1 25 2012 8 28 49 AM Figure 19 4 CHAPTER 20 GIFT CARD PROCEDURES 157 Chapter 20 Gift Card Procedures Gift cards provide the restaurant owner with a way to help stimulate customer loyalty A customer who buy
97. AURANTS TRAINING MANUAL CHAPTER 4 NETWORK SOFTWARE CONFIGURATION 11 Chapter 4 Network Software Configuration For its operating system our Checkers Restaurant uses Windows 7 Professional The first thing to do to prepare the system for communication over the network is to change the workgroup name and computer name This may be any name you wish Most of the time the restaurant name or an abbreviation of the name is used The default workgroup name is WORKGROUP which may be used if desired We will use CHECKERS for our workgroup name Computer names are usually SERVER POS1 POS2 POS3 BAR TAKEOUT DRIVETHRU etc and by common practice are written in upper case letters Naming your Workgroup We will name our workgroup CHECKERS Follow the procedure below 1 From your computer desktop click the Start button On the right side of the Start menu navigate to and right click on Computer if using a terminal without a mouse click the lal icon on the keyboard to perform a right click This displays a set of options Navigate to and click on the Properties option at the bottom of the list This opens a page that displays basic information about your computer Under the Computer Name Domain and Workgroup Settings section click on Change Settings This takes you to the page where you may change your network settings If not already selected click on the Computer Name Tab
98. Back Office screen displays On the menu at the top click on Setup navigate to Employee Setup and click on Employee Files This displays the Employees screen On the General Tab create an Employee File for yourself making sure to enter the requested information in all of the fields in bold print plus an access code Enter 0 for your access code Record this access code for future use Do not forget this access code or you will not be able to get into the system Give yourself the highest security level 5 so that you are able to access all features of the software CHAPTER 6 POS SOFTWARE INSTALLATION 23 9 Click Save then Done Finally you must go to each computer on your network and connect it to this new database For detailed instructions on this procedure please see Selecting a Database Connecting to a Database over the Network in Chapter 5 of the ALDELO POS User Manual 24 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 7 INFORMATION DATA ENTRY 25 Chapter 7 Information Data Entry In this section we enter the data required for our Checkers Restaurant Just as in a real restaurant we will not touch on every setting described in the ALDELO POS User Manual Follow along in the user manual to see what settings should be different for your own specific application General Settings STORE SETTINGS In ALDELO POS navigate to Back Office gt Setup gt General Settings gt Stor
99. Categories Inventory Groups Menu Gr Inventory Locations t Cancel Figure 26 1 Click the Export Setup Data radio button and choose the data to export by selecting the respective checkboxes If you wish to export everything click the Export Entire Database radio button Finally click the Export button A file is created that contains all of the information you chose to export The file cannot be edited If you made a mistake in choosing what data to export repeat the procedure The file is saved in the Aldelo Export folder If the default location was chosen for your initial installation of ALDELO POS the file may be found in the C ProgramData Aldelo Aldelo For Restaurants Export Data directory 244 ALDELO FOR RESTAURANTS TRAINING MANUAL Import Data This feature of ALDELO POS allows the user to import data that was exported from another Aldelo database If data is imported into an existing database any information that cannot be imported is hidden Create a new item and pick the hidden items to restore them From the main POS screen navigate to Back Office gt File and click on Import Export Data The Import Export data screen displays See Figure 26 1 above Click the Jmport button Navigate to the file to import and click the Open button Import New Resource Database This feature of ALDELO POS allows the user to import a new language database file named adRes imp created in the Alde
100. Checks 4 257 03 Total Charge 12 582 18 Refund 0 00 839 21 Verified Verified Total Amount e L9 Move Up Cancel Finish Figure 22 1 Verify the amount of each check and charge slip in the cash drawer and click the checkbox next to the corresponding amount listed in the Checks and Charges columns on the screen If 172 ALDELO FOR RESTAURANTS TRAINING MANUAL there is a check or charge slip that is not listed on the screen enter the amount in the appropriate field at the top of each column and click the Add button Next perform a physical count of each denomination of bill and coin entering the count of each in the appropriate Qty field of the Cash column Be sure to enter the count of each coin or bill not the total dollar amount The total is calculated automatically as the product of the denomination and the count Click the Finish button when done and verify that the money count is complete The Register Discrepancy window appears displaying the discrepancy amount See Figure 22 2 A Discrepancy Note must be entered in order to enable the v button Clicking the button displays the Manager Login screen A manager level employee must enter his or her Employee Access Code to approve the reason for the discrepancy Discrepancy Amount Over 0 03 Discrepancy Notes The customer had 3c change coming but didn t want the pennies
101. Customer Phone Number window The customer James Newman appears in the window on the left side of the screen Click the Done button and the customer s information displays on the guest check The search may also be performed in a similar manner by Customer Name Delivery Address or Account Code by clicking the respective buttons See Figure 10 13 To perform the search by MSR Card click the MSR Card button and swipe the customer s MSR card through the reader device CHAPTER 10 DINE IN ORDERS 111 Account Code Order New Order Dine In Table Dine7 1 Onion Rings 1 New York Steak 16 95 gt Seat 1 4 Medium well French Fr Up Stmd vegs 1 Bloody Mary Customer Name Delivery Address 1 Mbit Fie 1 gt Seat 1 1 5 gt Seat 4 2 New York Style 1 Screwdriver gt Seat 2 1 Cheese Cake gt Seat 8 2 1 23 2012 10 00 32 AM Sub Total 44 69 DERE mele 1 23 2012 10 18 30 Station 1 Cashier Joan Brodel Figure 10 13 RECALL ORDER The Recall Order button under the Misc button of the Order Entry screen works identically to the Recall button on the main POS screen Click the Recall Order button A list of open orders displays on the left side of the screen allowing the user to choose the one to work with by clicking it CREATE LABELS If your system has a dedicated label printer that can print adhesive labels you can use the Weighed Menu Item Label Genera
102. Data Aldelo Aldelo For Restaurants Export folder and is named Tax 1 2 or 3 TaxTableExport exp CHAPTER 7 INFORMATION DATA ENTRY 37 This file may be e mailed or copied to removable media and physically moved to your various locations for import To import the tax table click the Import Tax Table button on the destination computer navigate to the location of the tax table file and click the Open button To remove a previously entered tax table completely open the tax table in ALDELO POS and then click the Delete Tax Table button When you finish entering information on the Tax Table Setup screen click the Done button Table Setup DINE IN TABLE GROUPS Navigate to Back Office gt Setup gt Table Setup gt Dine In Table Groups Here you setup the groups of tables in the different sections of the restaurant Give the table groups descriptive names such as Bar Patio Dining Room etc rather than table groups 1 2 and 3 7 etc to make the use of this feature more intuitive Add the information to the Table Groups screen as seen in Figure 7 13 Table Group No 1 Dining Room Edit Delete Table Group No 2 Table Group No 3 Bar Add Edit Delete Table Group No 4 Add Edit Delete Table Group No 5 Add Edit elete Table Group No 6 Add Edit Delete Table Group No 7 Add Edit elete Table Group No 8 Add Edit Delete
103. ER ACTIVITIES 218 Maintain Customer Records 218 Create Customer Address Labels 219 Maintain In House Charge Accounts 219 Create In House Charge 581 220 Maintain Frequent Diner Accounts 221 Maintain Frequent Diner Tracking 222 Maintain Customer Credits 223 Maintain Gift Certificates 224 New Bad 225 Follow Up Bad Check 226 INVENTORY ACTIVITIES 226 New
104. ERS Before Forced Modifiers can be used they must be setup by navigating to Back Office gt Setup Menu Setup Forced Modifiers In the Order Entry screen Forced Modifiers popup immediately after selection of a menu item that has Forced Modifiers attached to it Select one of the modifiers and the next modifier pops up This continues until all levels of Forced Modifiers have been selected The maximum number of Forced Modifier levels is seven At any time the Finish button may be clicked to exit the Forced Modifiers screen This causes the remaining Forced Modifiers for that menu item to be skipped The Finish button may be disabled thereby requiring a selection for all levels of Forced Modifiers attached to the menu item To do this navigate to Back Office Store Settings Products Tab Modifiers Tab and select the Disable FINISH Button in Forced Modifiers checkbox CHAPTER 10 DINE IN ORDERS 119 MODIFIER BUILDER TEMPLATE Before Modifier Builder Templates can be used they must be setup by navigating to Back Office gt Setup gt Menu Setup gt Modifier Builder Setup Continuing with the order we entered previously add a baked potato to the order for guest two The Modifier Builder Template screen displays The three buttons at the top of the screen are the Modifier Type buttons The default action for this modifier is Add That is why the button is highlighted default actions are setup in the Modifier Builder Template
105. G Total 0000022838 84 Cashier Name Joan Brodel In 8 14 2012 12 04 56 PM Out 8 14 2012 9 28 59 PM Station 1 Cash Tray 1 Bank Report 41 NET SALES 290 77 Cashier Name Joan Brodel In 8 15 2012 12 35 34 PM Out 8 15 2012 4 25 30 PM Station 1 Cash Tray 1 Bank Report 42 NET SALES 98 84 Cashier Name Joan Brodel In 8 22 2012 8 04 25 AM Out 8 22 2012 3 42 21 PM Station 1 Cash Tray 1 Bank Report 43 NET SALES 83 71 Cashier Name Joan Brodel In 9 15 2012 4 42 02 PM Out 9 15 2012 11 42 25 PM Station 1 Cash Tray 1 Bank Report 44 NET SALES 1012 56 Cashier Name Joan Brodel In 9 16 2012 4 42 58 PM Out 9 16 2012 8 13 56 PM Station 1 Cash Tray 8 Bank Report 45 NET SALES 260 69 Cashier Name Joan Brodel In 9 17 2012 4 54 16 PM Out 9 17 2012 11 38 26 PM Station 1 Cash Tray 8 Bank Report 46 Figure 23 10 Re Open Cashier Cash drawers that are closed may be re opened to make any necessary adjustments Please see Cash Drawers Re Opening a Cash Drawer in Chapter 23 of this manual for details Re Open Deposit From the main POS screen navigate to Operations Revenue Center and click the Re Open Deposit button Enter the deposit slip number If found the deposit re opens allowing adjustments to be made 188 ALDELO FOR RESTAURANTS TRAINING MANUAL FREQUENT DINERS New Freq Diner From the main POS screen navigate to Operations gt Frequent Diners and click the Ne
106. IN CUSTOMER RECORDS The Maintain Customer Records feature enables the user to view and edit customer records From the main POS screen navigate to Back Office gt Activities gt Customer Activities and click on Maintain Customer Records The Maintain Customer Records screen displays See Figure 24 12 Phone Number 0099998765 7 Customer Name ffedShively Delivery Address 2666 Fiederway Cross Street 7 Postal Code o5355 Modest CA Delivery Charge o Delivery Compensation Delivery Remarks Customer Notes 4 MSR Account Code Month Figure 24 12 Records may be viewed edited or added Click the Save and Done buttons to save any changes For a detailed description of each field see Customer Activities Maintain Customer Records in Chapter 22 of the ALDELO POS User Manual CHAPTER 24 MAINTENANCE ACTIVITIES 219 CREATE CUSTOMER ADDRESS LABELS ALDELO POS can print customer address labels to use on mailings to your customers This assumes that you have customer addresses programmed in the system and that you are using an Aldelo certified label printer with 1 X 3 labels From the main POS screen navigate to Back Office gt Activities gt Customer Activities and click on Create Customer Address Labels The Customer Address Label Generator window appears See Figure 24 13 Customer Addre All Customers with M
107. Items oet Rma CRDI etae a iret 98 Hostess 26 88 Hostess Procedures ense ie e ee eee i eme bu PED 85 I I Will Select My Own Database cessent enne nennen nennen See Database I Will Select My Own 245 244 Import New Resource Databases one cunts 244 In House Charges 5 189 Create In House Statements eto ber DEED DRE ORDEI RISE DD DIRE 190 ee bet reete ie dd e ere dd e et ete endet 191 In Ho se Account Dist oido qe P re HR be re 191 Maintain In House Statements essere eene rT enne 189 Information Data Entry ter rr HERES RADAR NER E ERR EVITE 25 32 35 Installing the SOftwate celat ttr See POS Software Installation Installing the Terminal iie Ire in ene E eoii 15 Inventory Actiyltles oneri cepe aee te eti 192 226 227 Inv Prep Forecast eoe teo eee e Hr 195 d e d p i pc er eed ef date e eee totos 195 Menu Recipe Editor eet aU BEP Rt o ise Heide di 195 New PO unde PRX UU o t dH APO HI PREIS 192 Phy Count ene Petr RC Rp ERREUR e D EP DPI rere eet 194 Phy s ad eee eet Uae 194 Re
108. L the Customer Credit screen The Limitations and Expire Date fields are optional See Figure 10 8 When finished click the button Customer Credit Complimentary Gift Amount 20 00 Birthday ad Limitations Expire Date F F s F F s s s E Q w E R T m U I Clear 7 f E F F F f F f e A S D p G H J K L Back EB 3 m E E E 3 E Z pV Wo o mee E 3 2 Upper Move Move Case Down Up p e p 1 20 2012 12 19 30 PM Station 1 Cash Tray1 Cashier Joan Brodel Figure 10 8 Recall the order we created previously and navigate to the Order Entry screen Click the Credit button We are using the phone number for our search method so click the Phone button you may also search by Account Code Customer Name or MSR Card On the Enter Customer Phone Number keypad enter the customer s phone number 2095558230 and click the button Select the button for the 20 00 credit we created previously The credit is reflected immediately on the guest check and the system returns to the Order Entry screen Clicking the Done button on the Order Entry screen saves the changes to the database CHANGING THE ORDER TYPE From the Order Entry screen click the Dine In button located along the top of the screen A screen displays that allows you to choose another type of order See Figure 10 9 Click t
109. Lad Advanced Hospitality Solutions ALDELO pos Training Manual PUBLISHED BY Aldelo LP 4641 Spyres Way Suite 4 Modesto CA 95356 Copyright 1997 2012 by Aldelo LP Second Edition All rights reserved No part of the contents of this book may be reproduced or transmitted in any form or by any means whatsoever without the express written permission of the publisher Printed and Bound in the United States of America This manual is available through Aldelo LP and resellers worldwide For further information about other languages that the manual may be translated into please contact Aldelo LP or visit our Web site at www aldelo com Send comments about this manual to contact aldelo com Aldelo is the registered trademark of Aldelo LP Other products or company names mentioned herein may be the trademarks of their respective owners The example companies organizations products logos people places and events depicted herein are fictitious No association with any real company organization product logo person place or event is intended or should be inferred INTRODUCTION a GETTING STARTED c r rer e ree ree re ere e rer rer er er ere ere ere nre ere rer ene Le 1 COMPREHENSIVE DEMONSTRATION 1 THE ALDELO POS SETUP PROCESS
110. Live Properties window and click the Security Tab This shows the folder security permissions These are different from share permissions and must also be set In the Group or User Names list click on Everyone Click the Edit button Under the Allow column click the Full Control checkbox Click the Apply and OK buttons Open ALDELO POS Selecting the Database After completion of the registration process the database selection screen displays if the database selection screen does not display navigate to Back Office gt Data Source and gives you three choices Start with the Demo Database Create a New Blank Database and I Will Select My Own Database DO NOT use the demo database as a starting point If you want to use items from the demo database export them and import them into your new database Demo databases are deleted whenever the software is uninstalled For our Checkers restaurant we will create a new blank database on the server computer From the main POS screen click the Back Office button When prompted for the Access Code enter 0 Once in the Back Office click on Data Source Click on the Create a New Blank Database button and then click the v button Enter the database name CHECKERS and click OK Follow the onscreen prompts enter the information requested and click OK after each task When you see the Store Settings screen click Done When you see the Station Settings screen click Done The
111. Move Move Case Down Up p E e p 1 24 2012 4 11 09 PM Station 1 Cash Tray 1 Cashier Joan Brodel Figure 18 1 150 ALDELO FOR RESTAURANTS TRAINING MANUAL The following message box asks if you wish to notify the kitchen or bar of the void See Figure 18 2 Select Yes or No Print Kitchen Bar Chits Figure 18 2 If Inventory Depletion is enabled on the system the final screen displays buttons for Waste and No Waste See Figure 18 3 If the order has already been prepared and thrown out click the Waste button If the order was voided before it was prepared click the No Waste button The use of this feature ensures that your inventory depletion remains accurate CHAPTER 18 VOID PROCEDURES 151 Please Select Your Choice Figure 18 3 152 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 19 CASHIER OPERATIONS 153 Chapter 19 Cashier Operations No Sale A No Sale operation is the opening of the cash drawer outside of a sale transaction A No Sale operation is required when a customer asks for change when an employee performs a pay out or when a customer is given a cash refund From the main POS screen click the No Sale button An employee with a sufficiently high security access level must enter his or her Employee Access Code to approve the No Sale Next the No Sale Reason screen displays Enter the reason for the No Sale and click the v button See Figure 19 1 The No Sale Alert screen
112. NING MANUAL ALDELO fo Sis licit Aldelo Pre Requisite Installer Aldelo Pre Requisite Installer is a software deployment package that greatly simply Aldelo Software Products that are based on NET and SQL Server 2005 This installer promotes deployment simplicity and shields users from manually installing NET Framework 3 5 Aldelo Instance of SQL Server 2005 Express Microsoft Point of Service for net 1 12 Runtime as well as manually registering ASP NET against Internet Information Services IIS You may be required to install this Pre Requisite Installer and then invoke one or more of the installation options if prompted by the related Aldelo Software Applications in the following sections Click Here To Install 350 MB Aldelo Supported Payment Processors Aldelo believes in flexibility and choice when it comes to selecting Credit Card Payment Processing Providers We support almost all of the processors as well as many value added merchant gateways so our customers can receive the best processing rates possible If your preferred processing provider is not listed in the following Aldelo EDC Processor Chart please have your processing provider contact our Sales Office for possible integration Click Here To View The Compatible EDC Processor Chart Requires Adobe Reader Aldelo For Restaurants Suite of Products Aldelo For Restaurants Suite of Products is a single installation that combines the following Aldelo Software and Support Appl
113. Name Descriptions Hostess Paging Setup in Appendix A of the ALDELO POS User Manual When finished click the Done button See Figure 9 4 The system returns to the Waiting List window The rest of the buttons on this screen work identically to those on the Reservations screen CHAPTER 9 HOSTESS PROCEDURES 89 Gentry 6 Adults 4 Children 1 Highchairs 1 Wheelchairs 0 Smoking Section Booth Seating Private Seating yee Customer Total Guests Assign Pager 2 4 Cancel Figure 9 4 CHECK IN THE CUSTOMER When a table becomes available that meets the customer s needs the system recommends that table The recommendation shows in the Elapsed column of the Waiting List screen next to the elapsed time See Figure 9 5 If using the Paging system click the Paging button to alert the customer that the table is ready If not using the Paging system simply click the Check In button to move the customer from the Open list to the Checked In list 90 ALDELO FOR RESTAURANTS TRAINING MANUAL Reservations Waiting List Floor View Time Party Name Guests Smoking Pager Status apseg M 18 8 31 02 Gentry 14 Minute Suggest Table Dine4 f Check In Walk Out e Cancelled Figure 9 5 Assigning a Table The hostess may manually assign a table to a server To do so the employee to whom the table
114. Next gt gt and lt lt Previous buttons To remove a statement from the list to print navigate to it and click the Clear Current button To print only one statement navigate to it and click the Print Current button To print all of the statements click the Print All button When finished click the Close button MAINTAIN FREQUENT DINER ACCOUNTS The Maintain Frequent Diner Accounts feature enables the user to view edit and create Frequent Diner Account records From the main POS screen navigate to Back Office Activities Customer Activities and click on Maintain Frequent Diner Accounts The Maintain Frequent Diner Accounts window appears See Figure 24 16 222 ALDELO FOR RESTAURANTS TRAINING MANUAL Customer Phone Number 2098887654 First Name hats Last Name Bancroft Mailing Address 584 Kansasave 5 Mailing Postal Code 95351 Modesto CA MSR Card CBancrotgdetcom Figure 24 16 Select the customer record you wish to work with or to create a new record click the New button and enter the necessary information For a detailed description of each field see Customer Activities Maintain Frequent Diner Accounts in Chapter 22 of the ALDELO POS User Manual MAINTAIN FREQUENT DINER TRACKING The Maintain Frequent Diner Tracking feature of ALDELO POS allows the user to view unredeemed frequent diner activity From the main POS screen navigate to Back Offic
115. O POS if the quantity of an inventory item falls below the minimum Pack Size Re order Point the item is appended to the Shopping List See Figure 23 14 Management uses this list to create vendor orders to replenish inventory items to acceptable levels From the main POS screen navigate to Operations gt Inventory Activities and click the Shopping List button to display the report QTY ON HAND AVG QTY COST RE ORDER LVL PACK SIZE Chicken Wings e 40 1b bulk fro Potatoes 3 20 150 bags f Bloody Mary Mix s 12 1 quart bott Scotch 12 1 liter bott Vodka 12 1 liter bott Humboldt Orange Juice 16 1 quart bott gt Export Figure 23 14 New PO From the main POS screen navigate to Operations gt Inventory Activities and click the New PO button to display the New Purchase Order window Use this window to create new purchase orders when ordering inventory from vendors CHAPTER 23 MANAGER OPERATIONS 193 Review PO From the main POS screen navigate to Operations gt Inventory Activities and click the Review PO button Use this feature to review purchase orders that have already been created Select the purchase order to review from the list in the Purchase Order Selection window Click the Review button to display the purchase order on the screen Receive Items When an order arrives from a vendor it must be received into inventory to allow the system to calcul
116. OS on a computer and try the procedures defined in the manual To help you read this manual faster we have introduced some standard conventions to help you distinguish actions names and other topics from the normal content The following are the conventions used in the manual Element Meaning Italics Any reference to a control or keyboard button that is selected by clicking on it is displayed in this manual in italics Examples include hardware keyboard keys Windows controls buttons radio buttons checkboxes menus menu items and dropdown list entries Capitalization Additional references are displayed in this manual using capitalization of the term Examples include text boxes lists screen names references to other sections in this or other manuals and any other additional features of the software Quotes Text entered by the user or displayed on the screen appears in this manual in quotes Examples include 1 Pepperoni displays on the screen 2 Enter 10 for the employee access code Navigation The shorthand notation used to navigate through the Path software takes the following form Name gt Name gt Name where Name can be a button menu item tab etc For example Back Office gt Setup gt General Settings gt Cash Trays represents directions to the window used to define your cash trays GETTING STARTED 1 Getting Started Comprehensive Demonstration If you operate a restauran
117. Options Menu Modifier Font Size Sort Menu Sub Items Forced Modifiers Persist Manual Modifier Price Change Hide NOTE From Touch Modifier Screen Modifier Types Hide Half Hide Bar Mixing Hide Toppings Hide All Disable FINISH button in Forced Modifiers Auto Select Single Forced Modifier Modifier Builder Type 1 Modifier Builder Type 5 Modifier Builder Type 2 Modifier Builder Type 6 Modifier Builder Type 3 Modifier Builder Type 7 Modifier Builder Type 4 Modifier Builder Type 8 Data Source pum Done Figure 7 41 Now we will setup two levels of forced modifiers for the Chef Salad Follow the procedure above entering the information from the table below 1st Level 2nd Level Plain Croutons 1000 Island Garlic Croutons Cheese Croutons Oil Vinegar 66 ALDELO FOR RESTAURANTS TRAINING MANUAL Inventory Setup INVENTORY GROUPS In ALDELO POS navigate to Back Office gt Setup gt Inventory Setup gt Inventory Groups Here we maintain a list of inventory groups for grouping our inventory items into a logical order When we assign inventory items to these groups we can review our inventory in a way that is more understandable than if we list the inventory items randomly Click the New button The cursor displays in the Inventory Group Name field Enter each of the Inventory Group Names as seen in Figure 7 42 After each entry click the Save button and the New button After e
118. Phone Number for Take Out on this Station checkbox is deselected When selected this setting overrides the Require Phone For Take Out setting on the Store Settings gt Services gt Take Out Tab Click the Save and Done buttons when finished CREATING A TAKE OUT ORDER From the main POS screen click the Take Out button Enter 10 for the Employee Access Code When prompted to enter the Customer Phone Number enter 2092223456 Since this phone number is not in our system we must enter the information for this new customer Enter the customer s name Joe Yule and then click the Edit button next to the Delivery Address field Enter the information from the following table 128 ALDELO FOR RESTAURANTS TRAINING MANUAL Since the Postal Code is already in our system the city field populates automatically See Figure 12 1 Click the button on this screen and the Finish button on the following screen to return to the Order Entry screen where you may place orders as usual Street No Street Name 584 Creekside Drive Apt 1029 Remarks Postal Code 95350 Modesto Delivery Charge Delivery Comp 2 00 Ea eS gs Figure 12 1 Had the customer already been in the system the fields on the following screen would have been populated automatically If the customer has previous orders the information on them is seen i
119. Powell Order 8 1 31 2012 9 40 33 AM Dine In 28 32 Employee Eleanor Powell Figure 23 22 Media Open When using the Aldelo Media Display software in integrated mode with ALDELO POS click the Media Open button to enable the display of the customer receipt information on the Media Display Client Monitor on this terminal Media Clear When using the Aldelo Media Display software in integrated mode with ALDELO POS click the Media Clear button if necessary to remove the current customer receipt information from the Media Display Client Monitor on this terminal Media Options When using the Aldelo Media Display software in integrated mode with ALDELO POS click the Media Options button to display the Settings window of the media display software Click the button again to hide the window The Settings window allows the user to adjust the port settings refresh the colors view the picture size view the log file open or close the station exit the Media Display Client software etc on this terminal 202 ALDELO FOR RESTAURANTS TRAINING MANUAL Media Close When using the Aldelo Media Display software in integrated mode with ALDELO POS click the Media Close button to disable the display of the customer receipt information on the Media Display Client monitor on this terminal Media Exit When using the Aldelo Media Display software in integrated mode with ALDELO POS click the Media Exit button to exi
120. RANTS TRAINING MANUAL Modesto Bee Ne Pay Out Date Time 1 24 2012 5 10 31 PM Harold Nicholas Cashier Name Joan Brodel Save Mart Cash Tray 7 Frederick Auste Modesto Ne 0101220 By Dave ventura Chanticleer Win Pay Out Amount 100 00 Modesto Bee Ne TIATA Pay Out Details Unexpected car repairs Wage Advance For Pay Out Voided Void Reason Figure 24 8 See General Activities Maintain Pay Outs in Chapter 22 of the ALDELO POS User Manual for a detailed description of each field on the Maintain Pay Outs screen When finished click the Done button MAINTAIN MANAGER CASH OUTS The Maintain Manager Cash Outs feature allows the user to view information about Manager Cash Outs You may only view the information you may not edit it From the main POS screen navigate to Back Office gt Activities gt General Activities and click on Maintain Manager Cash Outs The Maintain Manager Cash Outs screen displays See Figure 24 9 Select one of the cash outs from the list on the left to view its information CHAPTER 24 MAINTENANCE ACTIVITIES 215 1 22 2012 1 01 fi 1 24 2012 1 1 2 Cash Out Date Time 12212012 1 04 33 PM 1 24 2012 2 4 Cash Out By Dave Ventura 1 24 2012 5 1 12 Ol AMIN Station Number 1 Cashier Name Joan Brodel Cash Tray Bank Report Cash Out Voided Void Reason A Figure 24 9
121. RANTS TRAINING MANUAL 1 Potato Skins 3 95 1 New York Steak 16 95 1 Maine Lobster 22 95 1 Bloody Mary 4 95 rable pinea Guests 2 1 Screwdriver 4 95 1 Mew Vork ste Server Eleanor Station 1 1 New York Steak 1 Cheese Cake 2 95 A E Void Line 1 Maine Lobster gt Seat 2 French Fr Stmd vegs 1 Bloody Mary gt Seat 2 gt se 3 1 1 gt Seat 2 1 18 2012 4 12 30 Sub PER mele ts E 1 18 2012 4 54 55 PM AME LL LL S L ___ Tray 1 Cashier Joan Brodel Figure 10 2 An item on a guest check may be voided in this manner only if it has not yet been sent to the kitchen If it has a certain level of security is required to authorize the void This may be changed by navigating to Back Office Security Settings Security Void Order or Items Note An asterisk preceding the item name on the guest check displayed on the screen does not indicate that the item has been sent to the kitchen it indicates that the item has been saved to the database If more than one of an item has been ordered on the same line it may be deleted by clicking the Reduce button of the Void screen Add five orders of Coca Cola to our check by clicking the Coca Cola button five times Now click the Void button and select the five Coca Colas from the item list Click the Reduce button The quantity reduces to four on bo
122. S there are several adjustments to make to your system 1 Set the screen resolution to 800 x 600 pixels 2 Set the color quality of the display to the highest available 16 bit or higher 3 Set your system s font size to Normal Size 96 DPI See Figure 6 2 4 Set the Taskbar to Auto Hide For detailed instructions on how to make these adjustments please see Adjusting Windows in Chapter 5 of the ALDELO POS User Manual CHAPTER 6 POS SOFTWARE INSTALLATION 21 For a custom DPI setting select a percentage from the list or drag the ruler with your mouse Scale to this percentage of normal size 100 1 2 9 point Segoe UI 96 pixels per inch V Use Windows XP style DPI scaling rs Figure 6 2 Sharing the Database Folder All of the computers on the network must be able to connect to the database The database folder must be shared These instructions describe sharing in Windows 7 Professional These steps assume you are the administrator on the machine Si go 10 11 On the desktop click the Start button Navigate to and click on Control Panel Click the Network and Internet option On the following screen click the Network and Sharing Center option On the left side of the window click on Change Advanced Sharing Settings Click the arrow button to expand the Home or Work option If network discovery is off select the Turn on Network Discovery radio button and then
123. Schedules 46 MENU SETUP 48 Menu Categories 48 Menu Groups 49 Menu Group Editor 51 Menu 52 Menu Item Editor 54 Menu Item Auto Prices 54 Pizza Builder Setup 56 Sizes 56 Crusts Tab 56 Toppings Tab
124. ager Cash Outs 233 Remove Prior Reservations 233 Delete Master Data 234 Refresh Cumulative Grand 234 THIRD PARTY ADD INS 235 235 Calculator 77 72 7222 236 Notepad 236 WordPad 237 CHAPTER 25 DATABASE MAINTENANCE 239 DATABASE SUPPORT amp FILES 239 5 239 1
125. ailing Address Select Customers with Mailing Address Filter By Postal Code 95355 Modesto Filter By Area Code Filter By Anniversary Month Filter By Highest Spending Customers Filter By Lowest Spending Customers Total Copies To Print For Each Label M 209 487 8230 Daniel Dailey 3300 Bonnevier St Modesto 95355 M 209 555 1234 John Smith 3359 St Modesto CA 95355 209 999 8765 Ted Shively 2666 Fiedler Way Modesto CA 953 Figure 24 13 Choose the search criteria by selecting one of the radio buttons at the top of the screen and filtering by any appropriate field necessary Enter the number of copies of each label to print and click the Search button Check the search results Add or delete individual customers from the print list by selecting or deselecting the checkboxes next to the customer records in the list Click the Print button to send the job to the printer MAINTAIN IN HOUSE CHARGE ACCOUNTS The Maintain In House Charge Accounts feature enables the user to view edit and create In House Charge Account records 220 ALDELO FOR RESTAURANTS TRAINING MANUAL From the main POS screen navigate to Back Office gt Activities gt Customer Activities and click on Maintain In House Charge Accounts The Maintain In House Charge Accounts screen displays See Figure 24 14 If any records are changed or added click the Save and Done buttons when finished For a detail
126. art bottles 12 B oz jars Qty Received O Ch 4 Ch CO CO de dm d d MJ CO MD 4 Price Per Quantity Extended Cost 3 33 0 22 3 00 14 17 8 00 16 67 2 00 2 33 2 33 2 33 4 00 3 33 3 00 8 00 0 56 3 00 2 50 6 00 13 32 0 44 9 00 28 34 16 00 33 34 2 00 9 32 9 32 9 32 16 00 9 99 9 00 40 00 1 12 12 00 12 50 18 00 Edit Remove EMEN Cancel Einish Figure 24 23 Enter a date in the Earliest PO Date field The entry in this field filters the purchase orders displayed in the drop down list Next select the purchase order from the drop down list that corresponds to the order that has just arrived Compare the purchase order with the supplier s invoice Use the Add Remove and Edit buttons to make any changes required You must edit the purchase order so that it exactly matches the actual items that the vendor delivered When the editing is complete click the Finish button PHYSICAL INVENTORY COUNT The Physical Inventory Count feature of ALDELO POS enables the user to update the system with the actual inventory numbers as determined by performing a physical count These instructions assume that inventory figures have already been entered into the system during the inventory item setup procedure If desired a Physical Count Worksheet may be printed to aid in the count To print this worksheet see Operations Center Inventor
127. as a Drive Thru Station checkbox is selected Click the Save and Done buttons CREATING A DRIVE THRU ORDER On the main POS screen click the Drive Thru button Enter 10 for the Employee Access Code The Order Entry screen appears Enter an order for Stuffed Jalapefios and click the Settle button On the Settle Order screen click the Cash button Then click the green button that corresponds to the total amount of the order When the Change screen appears indicating that the change amount is 0 00 click the Done button The main POS screen displays again MARKING A DRIVE THRU ORDER AS COMPLETE Now click the Drive Thru button again The Drive Thru screen appears displaying a list of all orders that are settled but not yet marked as complete See Figure 13 1 Marking an order as complete indicates that the order has been given to the customer Select the checkbox next to the order and click the Mark Complete button On the Confirm Action screen that follows click the Yes button 132 ALDELO FOR RESTAURANTS TRAINING MANUAL AM Station 1 Order 372 4 24 ON New Order Mark Complete 4 Unselect b Figure 13 1 CHAPTER 14 DELIVERY ORDERS 133 Chapter 14 Delivery Orders Delivery Order Entry ALDELO POS contains many features designed to help handle delivery orders efficiently These features require the user to adjust several settings in order to tailor the
128. ast Order Date 8 13 2008 Credits es Last Order Amt 51 50 Finish F F La g F Ls Q R m U I 9 Clear F 3 A S D E G H J K L Back F r Move Case Down Up Home u End Enter 1 24 2012 11 15 24 AM EN Station 1 Cash Tray 1_ Cashier Joan Brodel Figure 14 2 Since this is a repeat customer as indicated by the fields above the on screen keyboard click the Order History button to display the Order History window Here each previous order may be displayed and duplicated Click on one of the previous orders on the left side of the screen to CHAPTER 14 DELIVERY ORDERS 135 display the check on the right Simply click the Duplicate This button to display the selected order in the Order Entry screen allowing the user to continue with it as though it was a new order 136 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 15 DELIVERY PROCEDURES 137 Chapter 15 Delivery Procedures Assigning a Delivery Order ALDELO POS allows two methods of assigning deliveries to drivers Default Delivery Assignment and Driver Dispatch Screen Assignment To use these features the delivery drivers must be clocked in In the main POS screen click the Time Card button For the Employee Access Code enter 7 to clock in Robert Johnson Repeat the procedure entering 16 to clock in William Yarborough DEFAULT DELIVERY ASSIGNMENT Enter
129. ate quantities on hand and the costs per quantity From the main POS screen navigate to Operations Inventory Activities and click the Receive Items button Select a date in the Earliest PO Date field and click the arrow next to the Purchase Orders field Select the purchase order from the drop down list to display the list of received inventory items See Figure 23 15 Review the items If everything is correct click the Finish button Earliest PO Date Purchase Orders Received Date 1 20 2012 Purchase Orders 2 Account Number 1 24 2012 Emco 1 30 2012 Received Inventory Items Inventory Item Name Pack Size Description Received Price Per Quantity Extended Cost 1000 Island Dressing Bacon Bits Buffalo Sauce Butter Cheddar Cheese Shredded Chicken Wings Chives Croutons Cheese Croutons Garlic Croutons Plain Italian Dressing Ketchup Milk Whole Olive Oil Potatoes Ranch Dressing Red Wine Vinegar Slivered Almonds 6 1 gallon jars 6 4 oz jars 6 1 gallon jars 30 1 Ib boxes 12 2 Ib bags 40 Ib bulk frozen 5 Ib box fresh 12 8 oz boxes 12 8 oz boxes 12 8 oz boxes 6 1 gallon jars 12 32 oz bottles 6 1 gallon 12 1 quart bottles 3 20 Ib bags fresh 6 1 gallon jars 12 1 quart bottles 12 6 oz jars CO Ch 4 Ch CO CO amp d d NNN WH 3 33 0 22 3 00 14 17 8 00 16 67 2 00 2 33 2 33 2 33 4 00 3 33 3 00 8 00 0 56 3 00 2 50 6 00 13 3
130. ated Figure 7 23 When finished click the Done button Since this employee works the same schedule all week we will copy the information just entered to the rest of the days Click the Also checkboxes next to Tuesday Wednesday Thursday and Friday Next click the Edit button next to Monday The schedule that you entered for Monday copies to the rest of the days See Figure 7 24 To change a schedule click the Edit button next to the respective day of the week This displays the Employee Schedule Editor allowing you the make the changes Schedules for additional weeks may be written in advance by entering a new Week Begin Date Click on the arrow next to the date field to display the date picker window Select Add and enter a new date by using the up and down arrows for the month day and year Click Select and enter the new schedule 48 ALDELO FOR RESTAURANTS TRAINING MANUAL 6 4 2012 Monday Also 8 00 00 AM To 5 00 00 PM E Add Edit Delete Tuesday Foster 8 00 00 AM To 5 00 00 PM Y Edit Delete Wednesday Frances Robert 8 00 00 AM To 5 00 00 PM Add Edit Delete Eugene Thursday Thomas 8 00 00 AM To 5 00 00 PM Add Edit Delete Virginia Julia uy George 8 00 00 Am To 5 00 00PM Add Edit Delete Harold Saturday Eleanor Add Edit Dele Jeff t elete Dave Sunday William Edit Delete Regular Hours 40 00 Over T
131. ayment by Credit Card If the restaurant uses a bank terminal to process credit card transactions the procedure for accepting payment by credit card is identical to that of accepting payment by cash The user should run the credit card transaction through the bankcard terminal and get approval before entering the amount tendered If integrated credit card processing is used the Credit Card Processing screen displays allowing the user to process the transaction internally through ALDELO POS Payment by Gift Card If the customer has a gift card to redeem settle the order by clicking the Gift Certificate button The Gift Certificate window displays Select the search method by clicking the appropriate button When the gift card is found in the system the order settles and the receipt prints A separate receipt also prints showing the remaining balance left on the gift card If the prior balance on the gift card is insufficient to cover the guest check the Settle Order screen displays the remaining balance due See Figure 21 4 The gift card payment may be withdrawn and another payment method chosen by clicking the Gift Certificate button or the gift card may be used and the remaining balance paid by another method cash check credit card debit card or another gift card 164 ALDELO FOR RESTAURANTS TRAINING MANUAL Settle Order Ticket 2 gt ri visa Dine In Eleanor Powell Cash Check Visa yu Order 382 a vs
132. bility Report summarizes the activity of a cashier or Staff Bank employee From the main POS screen navigate to Operations gt Revenue Center and click the Bank Report button The Enter Bank Report window displays Enter the bank report number The Bank Report number may be found on the register report see previous section Click the Enter button to display the report See Figure 23 6 A hard copy of the report may be printed if desired by clicking the Print button CHAPTER 23 MANAGER OPERATIONS 183 CASHIER LIABILITY REPORT Cashier Joan Brodel Station 1 Cash Tray 1 Sign In 1 30 2012 10 47 43 AM sign Out 1 30 2012 11 32 25 Bank Report 48 Category Sales Food Liquor Soft Drinks Delivery Charge Surcharge Order Discounts Cash Discount credit NET SALES Tax 1 2 GROSS SALES Order Payments Order 411 10 48 09 AM Cash TENDERED 70 00 Tips 7 87 TOTAL ORDER PAYMENTS REGISTER START AMOUNT House Charge Payments Refund Cash Refund Credit Pay Outs Less OTHER ACTIVITIES TOTAL MONEY EXPECTED Figure 23 6 Bank Deposit From the main POS screen navigate to Operations Revenue Center and click the Bank Deposit button The Money Count For Bank Deposit screen displays See Figure 23 7 On this screen confirm the checks received from customers by checking them off the list and then enter the count of each denomination of bill and coin to be depo
133. can only be created on the server computer that contains the database installed locally The backup CHAPTER 25 DATABASE MAINTENANCE 241 must be saved on a media type that has enough capacity to hold the entire file a floppy disk cannot be used The file may be saved onto a CD a tape drive a DVD or the hard drive itself Saving the file onto the hard drive is not recommended unless the file is also backed up to another drive simultaneously as both the live database file and the backup copy will be lost if the hard drive fails To backup the database you must first shut down all the client computers connected to the server containing the database Next from the main POS screen navigate to the Back Office and under the Common Tasks area of the screen click on Backup Database After a confirmation screen the Backup Database screen displays See Figure 25 1 Database T Backing up your database Select Drive ek E Select Folder D Last Backup Date Time 2 2 2012 9 52 18 AM e Cancel Backup Figure 25 1 Select the drive and folder where you want the backup file saved Next click the Backup button and then the Yes button to confirm the folder location A message asks if you would like to delete the previous backup copy Read the message and if your current database exhibited no problems in operation click the Yes button The Backup Successful screen appears Click the OK button to complete t
134. ceive Items ioco Idee t Ree eR c M ge is eee 193 REVIEW RR rir ei Ee Re ed PR En 193 248 ALDELO FOR RESTAURANTS TRAINING MANUAL Shopping Dist Rede tee pe coe etr BA vi AG 192 Inventory Groups eap hen eie et E 66 Inventory Items ego e REDDE d 68 195 Inventory OCA ONS yy e eee de de reor ete ed e 66 Inventory UOM eio Rer ER TI Inventory Vendors ceo e eet ted aep nee Hee ie 67 HI ICM 13 Issuing beat 157 Issumg Ref nds coo Ree dto eI e an he eS See Refunds Item Details aporte B een epit San tese aee 102 J Jet Compact Utihty esee NUDO HDD RUDI Nee oo etie 240 AMBIEN 41 L Local Area Connection ederet e hd pete epe oe a a nev Meee 12 Local Printers HE e e RN 15 LOCK NIU 115 M Maintain Customer Credits sic on irre rrr tte ORE HEP Re Pri E Aer 223 Maintain C stomer Records reete eet rer teen eere elective v le Eee X PEDE GR E UL edu 191 218 Maintain Frequent Diner ccounts eese ee esee eate et rnnt 221 Maintain Frequent Diner nest enne tenen 222 Maintain Gift CertifICate
135. charged proportionally to each portion of the pizza Click the Done button when finished 122 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 11 BAR TAB ORDERS 123 Chapter 11 Bar Tab Orders Bar Tab Order Entry To use a terminal to create bar tabs several settings must be changed in ALDELO POS Navigate to Back Office gt Station Settings gt Other Options Tab Select the Enable Bar Tab Services for this Station checkbox and the Skip Table Bar Tab Type Selection for Dine In checkbox The former allows the user to create orders based on a customer s name or description rather than a table number The latter eliminates the screen requiring the user to choose the type of order Table or Bar Tab type before the Order Entry screen appears Finally in the Bar Tab Caption field enter Checkers Bar Click the Save and Done buttons CREATING A BAR TAB Click the Dine In button on the main POS screen Enter 10 for the Employee Access Code Virginia McMath The New Bar Tab screen displays Click the button to the right of the New Bar Tab field The Select Customer Attributes screen appears Use this screen when the customer s name is unknown Enter the following description of the customer by using the buttons in the height gender hat and clothing color categories See Figure 11 1 olor eee een 124 ALDELO FOR RESTAURANTS TRAINING MANUAL Height n
136. chase Croutons Garlic 4 93 12 8 oz boxes Croutons Plain 4 99 12 8 oz boxes Croutons Cheese 3 95 12 8 oz boxes Olive Oil 6 00 12 1 quart bottles Red Wine Vinegar 5 00 12 1 quart bottles Buffalo Sauce 3 10 6 1 gallon jars Ranch Dressing 4 98 6 1 gallon jars 1000 Island Dressing 4 97 6 1 gallon jars Italian Dressing 5 00 6 1 gallon jars Anchovies 5 75 24 8 oz cans Pizza Sauce 5 80 6 1 gallon cans Black Olives Sliced 6 00 6 1 gallon cans Vodka 0 58 12 1 liter bottles Scotch 0 76 12 1 liter bottles New York Steak 6 00 80 12 Oz steaks Tuna Salad 4 00 12 32 oz cans Returned Chives 1 14 5 Ib box fresh Green Onions 4 13 5 Ib box fresh Spoilage Ketchup 3 58 12 32 oz bottles d Variance Milk Whole 3 75 6 1 gallon 5 890 25 2 2 2012 Inv Download Figure 24 24 Maintenance Activities MONITOR CLIENT CONNECTIONS The Monitor Client Connections feature of ALDELO POS allows the user to see all of the client connections to the network Client connections may be shut down if they are no longer 232 ALDELO FOR RESTAURANTS TRAINING MANUAL necessary Exceeding the number of client connections allowed prevents the ability to backup or compact the database From the main POS screen navigate to Back Office gt Activities gt Maintenance Activities and click on Monitor Client Connections The Client Connection Monitor displays See Figure 24 25 The maximum number of clients allowed on the s
137. checks and click the Edit button to go to the Order Entry screen From this screen click the Checks button All of the checks associated with this table display allowing the user to select one by clicking it See Figure 17 3 Select the desired check and click the Edit button to continue to the Order Entry screen Chk 1 2 Chk 2 2 Server Virginia Station 1 Dine In Guests 2 Order 8 379 Table Dine4 Buffalo wings Stuffed Jalapenos Pepperoni 1 6 Bell Peppers 1 0 75EA Olives 1 0 90EA Mushrooms 1 1 00EA Budweiser Coca Cola gt gt Ticket 8 lt lt 1 24 2012 3 22 24 PM Server Virginia Station 1 Order 380 Dine In Table Dine4 Potato Skins Onion Rings Cheese 1 Sausage 1 1 00EA Olives 1 0 90EA Mushrooms 1 1 00EA Budweiser Budweiser gt gt Ticket 9 lt lt 1 24 2012 3 23 08 PM Sub Total Tax Amount Due Figure 17 3 Misc gt RECALL ORDER BUTTON From the Order Entry screen click the Misc button and then the Recall Order button The Recall Order screen opens allowing the user to select the order to edit 148 ALDELO FOR RESTAURANTS TRAINING MANUAL BATCH TRANSFER When a server s shift ends and he or she still has open orders the orders may be assigned to another server by using the Batch Transfer button on the Recall Order screen From the main POS screen click the Recall button The Recall Order screen appear
138. cipe Editor From the main POS screen navigate to Operations gt Inventory Activities and click the Menu Recipe button This is a shortcut to the Menu Recipe Editor screen where menu recipes may be added removed or edited Click the Save button whenever changes are made Click the Done button when finished OTHER TOOLS The Other Tools section groups several more Back Office shortcuts and a few options that do not appear anywhere else in ALDELO POS Caller ID Log This feature assumes that Caller ID is configured properly and is in use From the main POS screen navigate to Operations gt Other Tools and click the Caller ID Log button The Caller ID Logs screen displays information about received calls Select a call from the list and click the Details button Click the Done button when finished Caller ID Switch From the main POS screen navigate to Operations gt Other Tools and click the Caller ID Switch button to enable or disable the Caller ID feature in the software 196 ALDELO FOR RESTAURANTS TRAINING MANUAL Calculator The Calculator button in the Other Tools window is a shortcut to the Windows Calculator tool From the main POS screen navigate to Operations gt Other Tools and click the Calculator button The Microsoft Calculator displays See Figure 23 17 Close the calculator by clicking the red X button when finished View Edit Help Figure 23 17 T
139. ck where we ordered the half order of Stuffed Jalapefios add eight orders of Chicken Salad Notice that they all appear on one line of the guest check even if the setting to show the items individually on the guest check has been selected ITEM DETAILS Select the Details button before selecting an item from the Order Entry screen to see a description and picture of the item Note This assumes that a description and picture have been setup for the item in the Menu Item Editor To reach the Menu Item Editor navigate to Back Office gt Setup gt Menu Setup gt Menu Items Select a Menu Group and then select the Menu Item On the Page 1 Tab place your cursor in the Large Picture Name field click the Ellipsis button and navigate to the location of the picture file you wish to use for the item the file must be placed in the Pictures folder of the local machine On the Page 2 Tab add your description to the Menu Item Description textbox DISCOUNTS ALDELO POS allows you to discount individual items or entire orders Working with the same order a half order of Stuffed Jalapenos and eight orders of Chicken Salad in the Order Entry screen click the Discounts button and then click the Discount Item button Select the amp Chicken Salad button Now click on the Student Discount 10 button The guest check on the right immediately reflects the 10 discount on the Chicken Salads Click the Done button Now click the Discounts button a
140. click the Save Changes button at the bottom of the screen If you are prompted for an administrator password or confirmation type the password or provide the confirmation If file and printer sharing is off select the Turn On File and Printer Sharing radio button and then click the Save Changes button at the bottom of the screen If you are prompted for an administrator password or confirmation type the password or provide the confirmation If Public folder sharing is off select the Turn on Sharing So Anyone with Network Access Can Read and Write Files in the Public Folders radio button and then click the Save Changes button at the bottom of the screen If you are prompted for an administrator password or confirmation type the password or provide the confirmation Next open Windows Explorer and navigate to the C ProgramData Aldelo Aldelo For Restaurants Databases directory Within this directory right click the Live folder and then select Properties from the displayed menu In the Live Properties window click the Sharing Tab 22 ALDELO FOR RESTAURANTS TRAINING MANUAL 12 13 14 15 16 17 18 19 20 21 Click the Advanced Sharing button to display the Advanced Sharing window Select the Share This Folder checkbox Click the Permissions button In the Group or User Names field click on the group name Everyone and under the Allow column select the Full Control checkbox Click on Apply and OK Return to the
141. considerable thought as proper planning here can save much time and money in the future when you expand your business Along with the terminals consider where to place other hardware devices Make a diagram of your restaurant s floor plan and mark the device locations on it See Figure 2 1 This makes the next step in the process easier to complete Booth Booth Booth Booth Booth Printer 5 6 6 6 6 6 Server TES ERE 6 6 Table EUR Booth 4 Server 6 6 BAR Booth Booth Printer 3 6 6 Bar CX aS Booth Table Booth Q 6 4 6 Booth Bar 1 6 Booth 6 i Booth Booth Booth Booth Printer 4 Kitchen 6 6 6 6 Q Printer 2 POS 2 Printer 6 Printer 1 Kitchen POS 1 Figure 2 1 8 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 3 NETWORK HARDWARE INSTALLATION 9 Chapter 3 Network Hardware Installation Take the diagram you made of your restaurant s floor plan in Chapter 2 and figure out how to run the cabling for your network Cable installation is best left to a professional especially if there are walls ceilings or other obstacles to go through If you want to install the cabling yourself please read Chapter 2 of the ALDELO POS User Manual thoroughly
142. ct the Use Staff Bank checkbox Click the Save and Done buttons From the main POS screen click the Time Card button and enter Eleanor s Employee Access Code 14 Click the Stay button then the Clock In button if the Clock In button is missing from the screen Eleanor must first clock out and then clock in again After clocking in select the Start Staff Bank button Enter 100 00 in the Enter Staff Bank Start Amount window On the Confirm Action screen click Yes to confirm that the start amount was provided by the restaurant Finally click the Close button Eleanor Powell is now setup to use Staff Bank SETTLING When an employee uses Staff Bank the Order Entry screen looks different from normal A Staff Bank button replaces the Settle and Cash Tender buttons See Figure 21 7 168 ALDELO FOR RESTAURANTS TRAINING MANUAL gm Customer Appetizers Sides Dine In SISSE Pager Guests Table Checks a Server Eleanor Station 1 Salad Vanilla Ice aas Order New Order Dine In Table Dinei Guests 2 1 Buffalo wings 1 Maine Lobster Baked Pot Add Chives Add Sour Cream Stmd vegs Chocolate Cake 1 New York Steak Medium well Mashed Pot Stmd vegs 1 Bloody Mary 1 Screwdriver 1 Apple Pie 1 Cheese Cake 1 27 2012 9 02 48 AM Cancel ca Void Re Order Hold Details Quantity Discounts Surcharge Credit 1 27 2012 9 04 12 AM i Cash Tray 1 Cashier Joan Brodel Aldelo Authorized
143. ct the order from the list of open orders and settle it by clicking the Complimentary button Enter 20 00 in field of the Enter Complimentary Amount screen The new balance due is shown Settle the new balance due as a cash payment Orders settled as Complimentary are considered cash discounts and display in reports as such Note Under Back Office gt Store Settings gt Taxes Tab gt Other Options Tab there is a setting to determine if the discount is applied before or after the taxes Leaving the checkbox blank reduces the tax amount on the total order by applying tax to the discounted amount Selecting the checkbox applies the taxes to the pre discounted amount If the residual balance due is not as expected check this setting a similar setting is available for applying credits after taxes Settling from the Order Entry Screen Using the Settle button in the Order Entry screen simultaneously sends the order to the kitchen and moves to the Settle Order screen eliminating the steps of clicking the Done button and recalling the order Settling Using Staff Bank SETTING UP STAFF BANKING From the main POS screen navigate to Back Office gt Store Settings gt Revenue Tab gt Cashier Tab and select the Enable Staff Banking checkbox Click the Save and Done buttons Next navigate to Back Office gt Setup gt Employee Setup gt Employee Files and select Eleanor Powell from the Employees list Click the Payroll Tab and sele
144. d by clicking the Print button Cust Credit List From the main POS screen navigate to Operations gt Revenue Center and click the Cust Credit List button The Customer Credit List Report appears displaying a list of all customer credits The list may be exported or printed Order Pmt List From the main POS screen navigate to Operations gt Revenue Center and click the Order Pmt List button to display a list of orders payment methods and tender amounts for the period selected The list may be exported or printed 186 ALDELO FOR RESTAURANTS TRAINING MANUAL Bad Check List From the main POS screen navigate to Operations gt Revenue Center and click the Bad Check List button The Bad Checks List window displays See Figure 23 9 Here the user may view enter or edit bad checks Selecting the Show All Checks checkbox displays all bad checks including those that eventually cleared Bad Checks Lis Issuer Name Account Number Collection Status Alert Code Jerry Lester 1234567890 In House Collecting Manager Attention John Doe 456 Collections Collecting Approval John Smith 1234567890 In House Collecting Manager Attention John Smith 1234567890 Cleared Approval Raymond Bulcao 1234567890 Cleared Approval ShowAll Checks New Edit Close Figure 23 9 Daily Receipt Summary From the main POS screen navigate to Operations gt Revenue Center and click the Daily Receipt Summary button Every receipt for the selec
145. d for the number of guests enter 2 The Order Entry screen displays As you can see the Menu Groups are located on the left side of the screen As each menu group is selected its menu items are displayed in the center area of the screen Clicking a different menu group displays different menu items Take a minute or two to become familiar with this screen See Figure 10 1 The black buttons at the top allow the user to make changes to the current order the black buttons at the bottom allow the user to take various actions with the order and the green buttons are used to send the order to the kitchen or to settle the order 94 ALDELO FOR RESTAURANTS TRAINING MANUAL Sides Dine In Guests Table Checks C gt Server Eleanor Station 1 arr Buffalo Wings Onion Rings Order 4 New Order Dine In Table Dine4 Gues Pizzas Desserts 1 18 2012 4 12 30 PM TT E Stuffed Bar Potato Skins Jalapefios Sub Total 0 00 747773 Cancel Details Quantity Discounts Surcharge Credit ca Void Re Order Hold Split Combine 1 18 2012 4 13 23 tation 1 Cash Tra Figure 10 1 ADDING ITEMS TO AN ORDER To add items to an order we must first select a Menu Group From the left side of the screen select the Appetizers group The members of the group display in the center of the screen Click on the Potato Skins button The dish is added to the virtual check on the right side o
146. dule See Figure 8 1 Click the Print button to print a hard copy of the schedule or the OK button to exit 80 ALDELO FOR RESTAURANTS TRAINING MANUAL Prepared For James Beard Job Title 1 16 2012 Mon 8 00 00 AM 5 00 00 PM Break 1 10 00 00 AM 10 10 00 AM Break 2 12 00 00 PM 1 00 00 PM Break 3 3 00 00 PM 3 10 00 PM Tue 8 00 00 AM 5 00 00 PM 8 00 Break 1 10 00 00 AM 10 10 00 AM Break 2 12 00 00 PM 1 00 00 PM Break 3 3 00 00 PM 3 10 00 PM wed 8 00 00 AM 5 00 00 PM 8 00 Break 1 10 00 00 AM 10 10 00 AM Break 2 12 00 00 PM 1 00 00 PM Break 3 3 00 00 PM 3 10 00 PM Thu 8 00 00 AM 5 00 00 PM 8 00 Break 1 10 00 00 AM 10 10 00 AM Break 2 12 00 00 PM 1 00 00 PM Break 3 3 00 00 PM 3 10 00 PM Fri 8 00 00 AM 5 00 00 PM 8 00 Break 1 10 00 00 AM 10 10 00 AM Break 2 12 00 00 PM 1 00 00 PM Break 3 3 00 00 PM 3 10 00 PM Regular Hours Over Time Hours Double Time Hours Total Hours Figure 8 1 EARNINGS REPORT Employees may view their earnings up to this point in the current pay period by clicking the Earnings Report button in the Employee Time card screen See Figure 8 2 Click Print or OK to exit the screen CHAPTER 8 OPENING PROCEDURES 81 n Employee Current Earnings CURRENT EARNINGS REPORT Harold Nicholas Hourly Job Title Bus Person 8 20 2012 8 20 2012 Hours 2012 08 20 03 00 PM 12 00 AM Break 1 05
147. e Activities Customer Activities and click on Maintain Frequent Diner Tracking Enter the customer s phone number The Maintain Unredeemed Frequent Diner Tracking Points screen displays See Figure 24 17 When finished click the Close button CHAPTER 24 MAINTENANCE ACTIVITIES 223 Dave Ventura Figure 24 17 MAINTAIN CUSTOMER CREDITS The Maintain Customer Credits window allows the user to view credits issued to customers From the main POS screen navigate to Back Office gt Activities gt Customer Activities and click on Maintain Customer Credits The Maintain Customer Credits window displays See Figure 24 18 Select a record to view from the list on the left side of the screen The only field that is editable is the Credit Status field If any changes are made click the Save and Done buttons to save them If no changes are made click the Cancel button to exit For a detailed description of each field see Customer Activities Maintain Customer Credits in Chapter 22 of the ALDELO POS User Manual 224 ALDELO FOR RESTAURANTS TRAINING MANUAL Credit Reason Birthday Credit Number 15 Birthday Issued Date Time 1130 2012 4 16 02 Birthday Customer Phone Number 209 555 1212 Credit Issued Birthday Issued By Employee Dave Ventura Credit Type Frequent Diner Reward Credit Amount 510 00 Credit Expires Credit Reason Credit Issued For Frequent Diner Redemp
148. e The portion that follows the pipe symbol is the path to the program s executable file The path to the executable file may be found by right clicking the program name in the Windows All Programs menu and selecting Properties When finished the file should look like Figure 24 27 236 ALDELO FOR RESTAURANTS TRAINING MANUAL File Edit Format View Help Instructions 1 To create a Menu Separator enter DASH PIPE DASH 2 To enter Menu Command enter DESCRIPTION then PIPE then the EXECUTABLE PATH gt Enter Menu Commands Starting The Following Line lt New CurrentPath amp Calculator C WINDOWS System32 calc exe Notepad C WINDOWS Sys tem32 notepad exe WordPad C Program Files Windows NT Accessories wordpad Figure 24 27 Next on the Notepad screen click on File gt Save and then close the file Close and reopen ALDELO POS Now when you navigate to Third Party Add Ins you see that WordPad has been added to the menu We also placed a menu separator between the Calculator and the Notepad programs and grouped Notepad with WordPad since these tools are similar The programs open from within ALDELO POS This feature is very handy for creating shortcuts to additional programs that are used frequently while in ALDELO POS such as accounting programs Microsoft Excel Adobe Reader etc CALCULATOR Clicking this menu item opens the Microsoft Calculator from within ALDELO POS NOTEPAD Cl
149. e Rebels 228 Create T abels e Sonn Ure uU Gat tested 111 Create Menu Item Labels nee o eai S RIT b i oU Ens 212 Create PO From Shopping List eec E eec bep 228 Creating Bar Tab petet otn REN 123 Creaung a Dehyvery ee et ett ire ti eee de deus etie ete d e eet ies 134 Creatine a Drive Thru Order qe BEER E ERES UFU erbe REA 131 Creatingva New un eee eingeben ed tei eu ot eed 93 Creating a Reservation estet npe tried tr ee etre Rede D tee ipei pet Dread 85 Creaung a Take Out 127 Cust Lookup eae eo E teen e iet 110 Custom Printer eod eon ege bate tege bee e SE 35 Customer Actiyities tees ep eite Ote 218 D Data base Create RORIS t ERR TURPE 22 Database DeM sace a oa EU 22 Dat base I Will Select MY OWM tte eet a RU a 22 Database Engine nee dee reete oe ei oe be Pte bete Heec td ete ALAS 239 Database Limits hoe Soe Be SS RIO REV Be eee medecin 240 Database Mamntenance teet onte te ir OR e perpeti 239 Database Support 239 Default Delivery Assignment e ettet Ee ro ertet ere e EYE 137 Delete Master re teo o en 234 Delivery Directions and Route Planning
150. e Settings this screen may also be accessed by navigating to the Back Office and selecting the Store Settings icon Notice that this screen has ten tabs under which you enter information of different categories See Figure 7 1 Print Staff CRM 1 Order Entry General Premise Postal Code Area Code Phone No Default Area Code Mailing Address Mailing Postal Code Side Bar Logo Daily Start Time Lunch Start Time Dinner Start Time Figure 7 1 Taxes Aldelo Authorized Reseller For Demonstration Use 95356 Modesto CA 000 000 0000 209 Site Number 24 4641 Spyres Way Suite 4 95356 Modesto CA _ x 3 00 00 AM 10 00 00 AM 4 00 00 PM Telephone Display Format 000 000 0000 Daveventura 172 26 16 11 5004 Server Computer Name Server TCP IP Address Server TCP IP Pot Auto Restart All Computers Auto Shut Down All Computers Auto Trigger Time Display Special Message During Login Special Message 26 ALDELO FOR RESTAURANTS TRAINING MANUAL For our training purposes we will use the default values for this information Examine these screens thoroughly to determine which settings must be changed for your own application Detailed descriptions for each setting may be found under Store Settings in Appendix A of the ALDELO POS User Manual Note that you must click the Hostess Paging Setup button
151. e fields on the form When finished click the Done button 226 ALDELO FOR RESTAURANTS TRAINING MANUAL Check Writer Info Issuer First Name Jerry Issuer Last Name Lester Issuer Address 46895 Sisk Road Postal Code 95351 City Modesto CA Area Code Phone 209 555 1212 Driver Lic D1874563 Bad Check Info Check Issue Date 5 2012 Check 144 Bank Routing 987654321 Account 1234567890 Ref Order 196 Chk Amt 114 46 Bad Check Reason Non Sufficie D Issue Bank weis Fargo v D Bad Check Penalty Non Sufficie D Penalty Amt 25 00 Collection Status In House Collect Alert Code Manager Attenti Bad Check Notes 21 2012 12 11 49 PM If this customer tries to pay by check please notify the t manager on duty This check is still outstanding Figure 24 20 FOLLOW UP BAD CHECK The Follow Up Bad Check feature of ALDELO POS allows the user to edit information entered by way of the Bad Check Editor From the main POS screen navigate to Back Office gt Activities gt Customer Activities and click on Follow Up Bad Checks The Bad Checks List displays Select the Show All Checks checkbox Select a customer from the list and click the Edit button The Bad Check Editor appears Here you may edit any of the white fields on the form When finished click the Done button to save the changes Inventory Activities NEW PURCHASE ORDER Purchase Orders are created when
152. e listed in the Entire Pizza field in the upper right corner of the screen Cheese s Entire Pizza Bell Peppers s Chicago Style Stuffed Crust Olives s Sausage 5 Third Quarter f lushrooms mmm zm m Half e 2nd Half Beaks Ss 1 24 2012 8 32 42 AM Station 1 Cash Tray 1 Cashier Joan Brodel 5 Figure 10 19 CHAPTER 10 DINE IN ORDERS 121 If the customer wants different toppings on different portions of the pizza click the appropriate tab Half Third or Quarter and click in one of the fields below the tab to enter the toppings For example to create a pizza with pepperoni on one half and sausage on the other half click the Half Tab and then click inside the 1 Half field The field turns white indicating that it is selected Click the Pepperoni button Pepperoni displays in the 13 Half field Repeat the procedure entering sausage in the 2 Half field To change the way the toppings are priced on pizzas with multiple portions click the Normal Charges button When the button text says Most Expensive Half the price for the higher priced topping is charged for the entire pizza When the button text says Least Expensive Half the price for the lower priced topping is charged for the entire pizza When the button text says Normal Charges the price for the toppings is
153. e next row of buttons these are optional 86 ALDELO FOR RESTAURANTS TRAINING MANUAL Click the Enter Reservation Time and Table button To select a date for this reservation click the date button the button displaying the current date at the top of the screen and chose the desired date We will use the default value for the date Next select 08 00 PM from the list of reservation times by clicking directly on it in the list Our reservation is for a quarter past eight so click the 06 15 PM button in the lower left portion of the screen Finally we select one of the tables from the diagram on the right The ones that are flashing in color meet the preferences entered on the previous screen in this case booth seating near a window See Figure 9 1 Select table Dine 2 in the upper right corner and the system returns to the Hostess screen where you can review the information for accuracy Click the Done button to confirm the reservation and return to the Reservations Tab of the Hostess screen 1 18 2012 Floor View 08 00 PM 08 15 PM 08 30 PM 08 45 PM Figure 9 1 Note A reservation cannot be made for the current date unless the Reservations Minimum Advance Days is set to zero To change this setting navigate to Back Office gt Setup gt General Settings gt Store Settings gt Services Tab gt Dine In Tab and click the Hostess Paging Setup button Select the Reservations Tab and ent
154. e rest of the information from the table below clicking Save and New after each entry After the final entry click the Save and Done buttons Well Done Oil Vinegar Plain Croutons 1000 Island Garlic Croutons Medium Well Cheese Croutons FORCED MODIFIERS The Forced Modifier Editor allows you to setup a modifier for an item where there is only one choice from a group of choices In ALDELO POS navigate to Back Office gt Setup gt Menu Setup gt Forced Modifiers Click the arrow button to the right of the All Menu Groups dropdown list and select Entrees In CHAPTER 7 INFORMATION DATA ENTRY 65 the Menu Item Name list click on New York Steak Click the top Edit button on the right side of the screen This opens the Forced Modifiers Editor allowing you to edit the first level From the Modifier Items list select the checkboxes for Rare Medium Rare Medium Medium Well and Well Done in that order When finished click the Done button and the Close button In the Back Office select Store Settings from the common tasks portion of the screen Click the Products Tab Make sure the first checkbox Sort Menu Sub Items Forced Modifiers is deselected If this checkbox is selected the Forced Modifiers we entered above are sorted alphabetically Making sure it is deselected displays them in the order in which they were entered See Figure 7 41 Services Revenue Products Order Entry Pizza Inventory Other
155. e window appears See Figure 22 3 Click the OK button to acknowledge the clock out time displayed 174 ALDELO FOR RESTAURANTS TRAINING MANUAL Clock Out Time Your clock out time will show as 1 34 00 PM 7 Nc Figure 22 3 Closing Report A Closing Report may only be run if all employees are clocked out This report should be run every day From the main POS screen click the Operations button Enter 12 when prompted for the Employee Access Code George Murphy Click the Revenue Center button and then the Closing Report button Select the report date and click the Select button When asked if you want to review the Access Denied logs choose Yes The Daily Closing Report displays on the screen See Figure 22 4 Scroll through it using the arrow buttons at the bottom of the screen to become familiar with it The Access Denied logs are near the bottom of the report If you have a printer attached to your system click the Print button to create a hard copy of the report Employee Time Cards Gratuity Recap and Tender Details are hidden from this report by default To display any of these navigate to Back Office Help Technical Support and press the F10 button on your keyboard to display the Registry Settings screen All three of these reports are listed on the Registry settings screen under Daily Closing Edit the Key Values as necessary CHAPTER 22 CLOSING PROCEDURES 175 Aldelo Authorized Reselle
156. ed description of each field see Customer Activities Maintain In House Charge Accounts in Chapter 22 of the ALDELO POS User Manual Customer Phone Number 2095551212 First Name Last Name Mailing Address msprsway Mailing Postal Code 95356 Modesto CA Tax Account Number Driver License Number 59642 Driver License Expires 292015 Credit Limit jo 7 Credit Account Expires aw MSR Card Credit Account Status Credit Account Notes Figure 24 14 CREATE IN HOUSE CHARGE STATEMENTS Statements may be prepared to print and mail to your In House Charge Account customers From the main POS screen navigate to Back Office gt Activities gt Customer Activities and click on Create In House Charge Statements The In House Charge Account List window displays Select the customers from the list for whom you wish to prepare statements by clicking the checkboxes next to their names Click the Done button to preview the statements See Figure 24 15 CHAPTER 24 MAINTENANCE ACTIVITIES 221 Dave Beck 111 Spyres way Modesto CA 95356 PHONE NUMBER 2095551212 AMOUNT PAID Must be the full amount DATE CHARGED DUE DATE 12 12 2011 10 20 10 AM Due Upon Receipt 2 1 2012 8 41 21 AM Due Upon Receipt Previous Next Clear Current Print Current Print All Close Figure 24 15 Navigate through the statements by clicking the
157. en a customer orders a baked potato Navigate to Back Office gt Setup Menu Setup Menu Items Select Sides from the Menu Groups list and then click on the Baked Potato button On the lower half of the screen select the Page 2 Tab Click the arrow button to the right of the Use Modifier Builder Template field and select Baked Potato Template Click the Save and Done buttons On the Menu Items screen click the Close button Now we setup another modifier Navigate to Back Office Setup Menu Setup Modifier Builder Setup In the Modifier Builder Template Setup window click the New button and name the template Salad Toppings Template Following the above procedure enter the information from the following table When finished click the Save and Close buttons Modifier Builder Type Default Minimum Maximum Modifier Name Action Selections Selections Names meo s me Toppings None None Bits Slivered _ 1 l1 CHAPTER 7 INFORMATION DATA ENTRY 63 Next navigate to Back Office gt Setup gt Menu Setup gt Menu Items On the Menu Items screen select Salads from the Menu Groups list and Chef Salad from the grid On the Menu Item Editor screen select the Page 2 Tab click the arrow to the right of the Use Modifier Builder Template field and select Salad Toppings Template Click the Save and Done buttons On the Menu Items screen click the Close button Finally we setup a third
158. en prompted print a test page to ensure that the printer is installed correctly 16 ALDELO FOR RESTAURANTS TRAINING MANUAL What type of printer do you want to install Add a local printer Use this option only if you don t have a USB printer Windows automatically installs USB printers when you plug them in i Add a network wireless or Bluetooth printer Make sure that your computer is connected to the network or that your Bluetooth or wireless printer is turned on Figure 5 1 Printer Sharing 1 On your computer desktop click the Start button 2 Navigate to and click on Devices and Printers 3 Right click the printer to share and click on Printer Properties in the middle of the displayed menu 4 Click the Sharing Tab Select the Share this Printer checkbox and enter a share name for this printer We will give our printers the same names as the computers to which they are connected We will call this printer POST 6 Click the Apply button Click the OK button See Figure 5 2 CHAPTER 5 POS HARDWARE SETUP 17 ec Device Settings About General Pots Advanced Color Management You can share this printer with other users on your network The E printer will not be available when the computer is sleeping or turned off 7 Share this printer Share name V Render print jobs on client computers E List in the directory Drivers If this printer is shared with use
159. er 0 in the Minimum Advance Days field CHAPTER 9 HOSTESS PROCEDURES 87 CHANGING A RESERVATION Should you find a mistake at this point you may select the reservation from the list and click the Edit button This allows you to make changes as necessary To finalize the changes click on the table button again When finished click the Done button If the reservation has been marked as Checked In Walk Out No Show or Cancelled you must make the reservation active again To do this select the reservation from the list and click the Edit button Select the Make Active checkbox along the top of the screen and click the Done button See Figure 9 2 On the Reservations Tab filter the list by selecting the buttons at the bottom of the screen to show only one category or multiple categories of reservations 16 Make Active Party Name James Newman 3 Total Guests Reserved For Table Dine12 1 18 2012 8 15 00 PM Change Reservation Time and Table Telephone 2095558230 Occasion Notes Figure 9 2 CHECKING IN A RESERVATION When customers arrive you must check them in This lets the user know that the customer is here but has not yet been seated because the table is not ready The check in process is very easy simply highlight the reservation in the list of open reservations and click the Check In button See Figure 9
160. ercent enter a percentage figure in this field Enter this amount as a whole number For example to change the price by 10 enter 10 in this field not 0 10 If the Markup Markdown method is by Amount enter the dollar amount expressed in decimal form For example to change a price by 1 00 enter 1 or 1 00 in this field To change a price by 25 enter 0 25 in this field To change a price to a specific amount enter that new price in the Amount field and choose the Amount radio button Click the Update button to complete the price changes EXPORT MENU ITEM SALES The Export Menu Item Sales feature of ALDELO POS enables the user to export menu item sales information to a CSV Comma Separated Values text file CHAPTER 24 MAINTENANCE ACTIVITIES 217 From the main POS screen navigate to Back Office gt Activities gt General Activities and click on Export Menu Item Sales On the date picker screen select a start date and click the Select button Next select an end date and click the Select button A confirmation message displays and the CSV file is generated and written to the Export Menu Item Sales Recap folder of your ALDELO POS installation Double clicking on the name of the file opens it in Microsoft Notepad See Figure 24 11 44 000 261 79 En Buffalo Wings Appetizers 5 95 24 000 94 80 1 Onion Appetizers 3 95 60 000 237 00 i Potato Skins Appetizers 3 95 33 500 132
161. ese notes may be anything you consider important enough to record As under the Driver Tab use the button with the icon of a clock on it to date and time stamp the note The button with the icon of the printer on it allows you to print a hard copy of the note See Figure 7 22 46 ALDELO FOR RESTAURANTS TRAINING MANUAL Employee Notes Today we received a letter from a customer t 5 praising Eleanor as one of the nicest waitresses she has ever known Eugene Thomas Virginia Julia George Harold Figure 7 22 EMPLOYEE SCHEDULES Navigate to Back Office gt Setup gt Employee Setup gt Employee Schedules This is where you create your employee work schedules for the week You may create schedules in advance for as many weeks as necessary Click on James Beard in the Names column Next to Monday click the Add button Enter the information as seen below in Figure 7 23 CHAPTER 7 INFORMATION DATA ENTRY 47 Monday Clock In Time 8 00 00 AM Done Clock Out Time 5 00 00 Break 1 Begin Time 10 00 00 AM Cancel Break 1 End Time 10 10 00 AM Break 1 Compensated Break 2 Begin Time 12 00 00 PM Regular Hours Break 2 End Time 1 00 00 PM 8 00 Break 2 Compensated Break 3 Begin Time 3 00 00 PM Over Time Hours Break 3 End Time 0 00 Break 3 Compensated Break 4 Begin Time Double Time Hours Break 4 End Time 0 00 Break 4 Compensated Break 5 Begin Time Break 5 End Time Break 5 Compens
162. f the screen Now click on the Entrees group Select New York Steak You are prompted to choose how the customer would like it cooked Click the Medium Rare button On the next screen you choose the Forced Modifiers that come with the steak dinner Click on Baked Pot Then for the toppings click the Add Sour Cream and Add Chives buttons At this point since there is another topping still available to move to the next screen you must click the Side 2 button Choose Stmd Vegs for the second side dish and then click the Finish button To prevent the system from sending the items to the kitchen immediately click the Misc button on the order screen and select No Kitchen Bar On the confirm action screen that displays click No The order is held The next time the order is recalled it will be sent to the kitchen printer immediately after the Done button is clicked This action may be repeated as many times as necessary as long as the above procedure is completed before clicking the Done button CHAPTER 10 DINE IN ORDERS 95 If the server believes that he or she may not remember which guest ordered what seats may be assigned to each dish Since both guests share the appetizer no seat assignment is necessary To assign the New York Steak to Seat 1 click the Misc button at the bottom of the screen Click the Assign Seats button Select the New York Steak button and click on the Seat button of the table diagram When finished click the v butto
163. feature with caution the process is irreversible VIDEO SURVEILLANCE REVIEW BROWSER The Video Surveillance Review Browser feature allows the manager to review the pictures captured by the system From the main POS screen navigate to Back Office Activities General Activities and click on Video Surveillance Review Browser The Video Surveillance Review Browser window opens See Figure 24 6 212 ALDELO FOR RESTAURANTS TRAINING MANUAL Look in No Sale Pictures Details 1 31 2012 3 23 43 PM Eleanor Powell No Additional Info Available Figure 24 6 Open the Look In drop down list and select the type of pictures to review Next select the individual picture to display from the list at the bottom of the screen The picture displays in the window at the top of the screen When finished click the Done button CREATE MENU ITEM LABELS The Menu Item Label Generator feature of ALDELO POS allows the user to create barcode stickers to attach to the items This feature requires the use of an Aldelo certified label printer using 1 X 3 labels From the main POS screen navigate to Back Office gt Activities gt General Activities and click on Create Menu Item Labels The Menu Item Label Generator screen displays See Figure 24 7 CHAPTER 24 MAINTENANCE ACTIVITIES 213 C All Menu Items with Barcode Select Menu Items with Barcode Filter By Menu Category Filter By Menu Gro
164. fice It shows the sales amount the percentage of the total and the quantity of each item sold From the main POS screen navigate to Operations gt Other Tools and click the Sales By Menu Item Report button to display the report See Figure 23 24 The report may be printed or exported to a text file Report From 1 1 2012 1 31 2012 e SortBy Menu item Name Descending TOTAL SALES REPORT BY MENU ITEM From 1 1 2012 To 1 31 2012 SALES AMOUNT PERCENTAGE QUANTITY Apple Pie Buffalo wings Cheese 1 Cheese s Cheese Cake Chef Salad Chicken Salad Chocolate Cake Coca Cola Diet Coke French Fries Heineken Maine Lobster New York Steak Onion Rings Pasta Salad Pepperoni 1 Pepperoni s Pepperoni x Pork Chops Potato Skins Roasted Chicken scotch Screwdriver H stuffed Jalapenos Tuna Salad Vanilla Ice Cream Vodka GROSS ITEM SALES DELIVERY FEES Export Figure 23 24 Sales By Category Report The Sales By Category Report generates a report that shows the total sales for each category as well as percentages of the total sales for each category From the main POS screen navigate to Operations gt Other Tools and click the Sales Report By Category button to display the report See Figure 23 25 The report may be printed or exported to a text file 204 ALDELO FOR RESTAURANTS TRAINING MANUAL Report From 1 1 2012
165. field Select the appropriate category from the drop down list The printer field works the same way Click the arrow and choose the appropriate printer Enter the default price and click the Save button If the item is a pizza select the Show Pizza Builder Screen checkbox This allows you to enter only the name of the pizza and then select the size from the screen that displays automatically size 1 small size 2 medium size 3 large and size 4 extra large There is a Page 2 Tab on the Menu Item Editor screen We will leave these settings at their default values For detailed information on the settings under this tab please see Menu Setup Menu Item Editor in Chapter 5 of the ALDELO POS User Manual MENU ITEM AUTO PRICES Navigate to Back Office gt Setup gt Menu Setup gt Menu Item Auto Prices to create automatic price changes for items for specific times and days of the week See Figure 7 30 CHAPTER 7 INFORMATION DATA ENTRY 55 Also SI 6 00 00 PM TO 7 00 00 PM 0 99 Add Edit Delete Tuesday ri r Add Edit Delete Wednesday LE Add Edit Delete Thursday Add Edit Delete Friday Add Edit Delete Saturday Dewe Sunday Add Delete ShowAll Menu Items Copy Auto Price Same As Figure 7 30 Select Budweiser from the Menu Item list and click the Add button next to Monday on the
166. for the reason for the No Sale Type the explanation into the field using either the hardware keyboard or the onscreen keyboard If your security level is insufficient to perform a No Sale a manager s approval is necessary When all requirements are met the cash drawer opens and the screen displays No Sale along with the name of the employee whose security code was entered See Figure 10 12 Complete the transaction and close the cash drawer This feature works identically to the No Sale button on the main POS screen Sale Ale No Sale Eleanor Powell Figure 10 12 Note If the No Sale Alert screen fails to appear navigate to Back Office gt Store Settings gt Revenue Tab gt Cashier Tab and select the No Sale Show Alert checkbox CHANGE SERVER Enter a new order into the system with Eleanor Powell as the server access code 14 To change the server assigned to an order select the Misc button and click the Change Server button The Enter New Server Access Code window displays Using the onscreen keypad enter access code 10 and click the Enter button The server name immediately changes to Virginia on the guest check 110 ALDELO FOR RESTAURANTS TRAINING MANUAL GRATUITY The Gratuity feature of ALDELO POS allows the server to add the customer s tip to the guest check Enter the order from the table below into the system Server Access Code Table B
167. gain This time click the Discount Order button and select the Employee Discount 35 button The remainder of the order is discounted 35 Notice that an individual item that has already been discounted is not eligible for the discount on the entire order The discount is applied only to the items that have not been discounted individually Had we not discounted the Chicken Salads then the entire order would have been discounted by 35 Finally you may discount an order by a certain dollar amount Click the Discounts button again and then select the Cash Discount button In the window that appears enter the discount amount 5 00 in dollars and cents Again the discount is immediately reflected on the guest check on the right side of the screen Other than the Cash Discount all of these discounts must be programmed into the system prior to use To enter discounts navigate to Back Office gt Setup gt General Settings gt Discounts For more information see General Settings Discounts in Chapter 7 of this training manual CHAPTER 10 DINE IN ORDERS 103 SURCHARGES Surcharges may be required for various reasons Just like Discounts these must be programmed into the system prior to use Recall the order that we discounted in the previous section From the Order Entry screen click the Surcharge button Select the Party of 8 or More button The surcharge is immediately reflected on the guest check See Figure 10 7 and the
168. gt Seat 2 1 Scotch 4 00 tl sem el 1 Vanilla Ice Cream 1 75 4 NE 1 Vanilla Ice Cream 1 75 W 1 Vanilla Ice cream Clear Hold Time 1 19 2012 8 36 36 Future Date Hold 4 Select All a mn b Station 4 Cash Tray 1 1 19 2012 8 50 49 AM Figure 10 4 CHAPTER 10 DINE INORDERS 99 There are two other ways to place a hold on an order The Hold Until Notified button allows you to hold the item indefinitely until you go back into the screen and release the hold The Future Date Hold button adds a button to the screen that when clicked displays a Date Picker window After selecting the date for the item the rest of the screen is identical to that of the Hold Time screen Clicking the Done button on the next screen takes you back to the Order Entry screen Click the Done button on the Order Entry screen to send the order to the kitchen The items placed on hold print a kitchen chit that says Hold To delay printing the kitchen chit until the hold time has elapsed navigate to Back Office gt Store Settings gt Print Tab gt Kitchen Bar Tab and select the Enable Delayed Send Order Feature checkbox RELEASING A HOLD The main way to release a hold on an item is by allowing the hold time to expire No user action is required Once released if the Delayed Send Order Feature is in use a kitchen chit prints directing the staff to prepare the item An item hold may a
169. hat the operation succeeded Third Party Add Ins NEw Third party add ins are shortcuts to programs that are added to the Back Office gt Activities gt Third Party Add Ins menu These programs are not integrated into the software the menu entry merely acts as a way to open the program from within ALDELO POS The Third Party Add Ins menu comes standard with shortcuts to Microsoft Notepad and Calculator Additional third party add ins may be added to the menu Selecting these menu items opens the program from within ALDELO POS From the main POS screen navigate to Back Office gt Activities gt Third Party Add Ins and click on New A text file opens in Notepad The instructions for adding menu items are listed at the top of the file Place your cursor at the end of the line reading CalculatorlIC WINDOWS System32 calc exe and press the Enter button on your keyboard to create a blank line between this line and the line below it Next add a menu separator to this blank line by typing DASH PIPE DASH l the pipe symbol is usually found on the same key as the backslash symbol Now move the cursor to the blank line below the last line of the file and type the following W ordPadIC Program Files Windows NT Accessories wordpad exe the path on your computer may be different The portion before the pipe symbol dictates what displays on the menu The pipe symbol acts as a separator for the line and serves no other purpos
170. he Take Out button to change this order to a Take Out order and return to the Order Entry screen If no changes are made click the Done button to return to the Order Entry screen When finished change the order type back to a Dine In order CHAPTER 10 DINE IN ORDERS 105 Server Eleanor Station 1 Bar Tab Order 362 Dine In Table Dines 1 2 Stuffed Jalapenos 1 98 8 Chicken Salad 57 24 Student Discount 6 36 Item Already Discounted a Employee Discount 0 69 Cash Discount By Eleanor Powell 5 00 Party of 8 or More 9 63 Credit 14 20 00 Drive Thru Delivery gt gt Ticket 4 lt lt 1 20 2012 9 35 46 AM Amount Due 44 16 Cash Tender Settle 1 20 2012 12 48 14 Station 1 a Cashier Joan Brodel _ Se Figure 10 9 ADDING A CUSTOMER AN ORDER Adding a customer name to an order is very simple From the Order Entry screen click the Customer Name button Enter the customer s name either by using your keyboard or by using the virtual keyboard that appears on the screen Enter the name James Newman and click the button The name is added to the customer name field of the guest check on the right side of the Order Entry screen Click the Done button to save the information to the database CHANGING THE NUMBER OF GUESTS ON THE CHECK From the Order Entry screen click the Guests button Select 6
171. he Employees Selected For Payroll list To pay all employees click the gt gt button to move all the employees to the list simultaneously Enter the Pay Period End Date in the format MM DD YYYY If any extra pay is due an employee beyond his or her normal wages select the employee from the list on the right of the screen and click the Additional button Key in the extra pay and click the Enter button Next click the Preview button Here you may preview the report for accuracy The report may be printed or exported to a text file When you are satisfied that everything is correct click the Pay button to generate the payroll If mistakes are discovered after a payroll has been generated click the Undo Last Payroll button This feature will only erase the last payroll from the system Any payroll prior to the last one cannot be removed NEW LOCAL E MAIL ALDELO POS includes an internal e mail system that you can use to communicate with your employees The system stores messages internally it does not communicate with the internet Navigate to Back Office gt Activities gt General Activities Click the New Local E mail menu item to display the New Local E mail Message screen See Figure 24 2 New Message Murphy George Austerlitz Frederick Beard James v Brodel Joan Message Up To 254 Characters To all Managers Servers and Cashiers The Superbowl is on Brooks Foster i Sunday February 5th No requests Co
172. he main POS screen USING THE DELIVERY STATUS SCREEN Click the Delivery Status button on the main POS screen A manager must enter his or her Employee Access Code The Delivery Route Status window appears See Figure 15 3 The order number and dollar amount order time delivery address driver departure time time since order placement and time since departure display in this window If MapPoint is in use the driving directions may be displayed by clicking the See Map button When the driver returns and marks the order as delivered it disappears from the list Only orders that are not yet complete appear on this screen Order Time Address Driver Departure Time Store Time Trip See Figure 15 3 142 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 16 QUICK SERVICE 143 Chapter 16 Quick Service The Quick Service screen includes many differences from the normal Order Entry screen It is designed to make the ordering process faster Cash transactions in particular are quicker in the Quick Service Screen This feature is ideal for fast food restaurant applications Using the Quick Service Screen Navigate to Back Office gt Station Settings gt Quick Service Tab and select the Dine In Use Quick Service Order Screen checkbox Click the Save and Done buttons The Quick Service screen incorporates many of the operational buttons onto the Order Entry screen eliminating the extra button clicks req
173. he order has not yet been sent to the kitchen Now click the Manual Entry button On the list of ordered items click on Diet Coke In the Modifier Name field enter No Ice For the Sec Language field enter Sin Hielo Spanish for Without Ice There is no additional cost for this modifier See Figure 10 17 At this point a note may be added to the new modifier by clicking the Note button and entering the note either with your hardware keyboard or by using the onscreen keyboard Click the Add button and then the v button The modifier now appears listed under the Diet Coke item on the guest check Although a new modifier is created it does not automatically show up in the list of modifiers on the Modifiers screen A new modifier is always created as a hidden modifier To add the modifier we just created to the list navigate to Back Office Setup Menu Setup Menu Modifiers select the new modifier from the list on the left and deselect the Hide Modifier checkbox Clicking the Save and Done buttons completes the change 118 ALDELO FOR RESTAURANTS TRAINING MANUAL Ordered Items Modifiers 1 New York Steak 16 95 1 Heineken 3 95 Mem meks 1 Chef Salad 7 95 Sec Language Sin Hielo 1 Diet Coke 1 25 Additional Cost Modifier Selector Selected Modifiers m Upper Move Case Down 1 23 2012 3 41 46 PM Figure 10 17 FORCED MODIFI
174. he procedure The files adResSettings dat and adResHostess dat are backed up along with the database file Backups may also be scheduled to run automatically To set this up navigate to Back Office gt Setup gt General Settings gt Station Settings and click on the General Tab In the Backup Prompt Time field enter the time of day you want the backup to occur and then select the Automatic Backup checkbox The backup will now occur daily at the pre selected time 242 ALDELO FOR RESTAURANTS TRAINING MANUAL Note Just as with a manual database backup all client computers must be disconnected from the database before an automatic backup is performed This feature should only be scheduled to run when the restaurant is closed It is not recommended for 24 hour operations CHAPTER 26 IMPORT EXPORT 243 Chapter 26 Import Export Exporting Data This feature of ALDELO POS allows the user to export data from the current database into another existing or new database From the main POS screen navigate to Back Office gt File and click on Import Export Data The Import Export Data screen displays See Figure 26 1 Export Entire Database Export Setup Data Custom Printer Types Table Groups Postal Codes Ft Surcharges Cust Files Discounts it Dir Cash Trays Job Titles Bank Card Files Employee Bad Check Reasons Empl Bad Check Penalties Menu
175. hnician to determine the cause of the problem CHAPTER 5 POS HARDWARE SETUP 15 Chapter 5 POS Hardware Setup Installing the Terminal If you use all in one type terminals setup is usually very easy just connect the terminal and 0 as most manufacturers install everything prior to shipping their product to the customer However if you use a freestanding touch screen you must install the drivers for it before it will work For information about obtaining and installing drivers contact the manufacturer of the device Printer Setup To print in ALDELO POS you must setup each printer on your network in each computer on your network For example if you have two computers and two printers you must setup both printers on each computer We will setup our printers in Windows 7 Professional however the setup is similar in other supported versions of the Windows operating systems 1 On the desktop click the Start button 2 Navigate to and click on Devices and Printers Near the top of the following window click Add a Printer This displays the Add Printer window See Figure 5 1 4 Select the type of printer you wish to add local or network and click the Next button Local printers connect directly to this computer and network printers connect directly to other computers on the network You may need the driver disc that came with the printer If you do not have it contact the printer manufacturer to obtain one 5 Wh
176. ht If the item can be deleted a message indicating so appears beneath the list Select the checkbox next to the item to be removed and click the Delete button Any data item that has sales associated with it or that is attached to another database item may not be deleted as indicated by the message in red near the bottom of the screen These items must stay in the database forever Postal Codes Delivery Streets Modesto CA 95350 Cash Trays Modesto CA 95351 Surcharges Modesto CA 95352 E Discounts Modesto 95353 Bank Card Files J Modesto CA 95354 Bad Check Reasons Modesto CA 95355 5 Modesto CA 95356 Bad Check Penalties Modesto CA 95358 Dine In Tables J Salida CA 95368 Job Titles Turlock CA 95382 Employees Menu Categories Menu Groups Menu Items Menu Modifiers You may delete this record it is not in use by the system Figure 24 26 REFRESH CUMULATIVE GRAND TOTAL This option recalculates the total sales if the Show Non Resettable Grand Total feature is used this feature is selected under Store Settings gt Other CHAPTER 24 MAINTENANCE ACTIVITIES 235 From the main POS screen navigate to Back Office gt Activities gt Maintenance Activities and click on Refresh Cumulative Grand Total Perform this procedure anytime you suspect the total to be in error The system checks it for accuracy and updates the database with the correct figure Upon completion a message displays indicating t
177. i NSi nnm 145 Recall Order etre anes bende reed a e 111 145 147 R call Procedures ien lobes e eaa eE ote teet taba a 145 Recalling Another Check on the Same nennen ener ene nennen 106 Receive Inventory Hems 229 e i pu ien 179 Auto Pay All 2 reete hte tree peo SEHR reso ete Uer ot REM Read edad 180 Pay Checks IRR RISUS a ee ee Ra oe dee OU ie RE 179 Pay In House Charges retener eH tree re rie OR Eripe rete rera e DERE e Rete eres 179 Rechareing Gnft Cards breite tin er ip 158 Retresh Cumulative Grand Total ERE ET 234 Refunds teeth eon nra pU rip Den pp Dae 156 Registering amp Activating Aldelo For Restaurants sseeeeeeeeeeteettetentete tete ten enne 19 Releasing a Hold eret ead tte iege ddp iere d d e bet ete epe dedi edet e 99 Remove All Access Denied Logs eee testet ipe 232 Remove All Caller ID Logs t Hte na e eR Ee 233 Remove All Customer Names From Orders ccescceesceceseceesceceseeesscecseeeencecseeeeneeceaeeseaeecaeeeeneecaeeeeneeceaeeeeneeees 233 Remove All Redeemed Gift Certificate MSR Card Information sseeeeeeeeeeeeeee nennen 233 Remove Prior Manager Cash
178. ications in order to promote simpler deployment Aldelo For Restaurants Point of Sale Pro or Lite Editions Aldelo For Restaurants Wireless Aldelo Fingerprint Server Aldelo Kitchen Display Server Aldelo Liquor Controller Aldelo Gift Card Server Aldelo Polling Server Aldelo Support Utilities Database Manager Database Cleaner Address Importer Serial MSR Emulator Localization Utility A Valid Serial Number for Each Aldelo Products are required Serial Number may be purchased through your Aldelo Authorized Dealer Click Here To Install 95 MB Requires Aldelo Pre Requisite Installer Se For international customers please use the installer AFR38 GL exe located on this CD instead The GL Edition does not attempt to set folder permissions allowing non English Windows OS to install the software Aldelo EDC Aldelo EDC is the only Payment Processing Solution fully integrated with Aldelo For Restaurants and is supported 24 7 by Aldelo Support Team If your restaurant needs to process credit cards or gift cards that is fully integrated with Aldelo For Restaurants then Aldelo EDC is the required middleware solution to get the job done There are many different editions of the Aldelo EDC so before choosing which EDC Edition to purchase be sure to refer to the Compatible EDC Processor Chart in the Aldelo Supported Payment Processors first Figure 6 1 Display Adjustments To get the best possible display with ALDELO PO
179. icking the Done button of the Order Entry screen after each one RECALL BUTTON From the main POS screen click the Recall button When prompted for the Employee Access Code enter the same one used to create the orders The Recall Order window displays See Figure 17 1 Open Orders Quick Search Order 378 Server Virginia McMath Total 52 09 Ticket 7 Order Time 3 00 50 TIME ELAPSED 6 Minutes Dine In Table Dine3 Order 377 Server Virginia McMath Total 18 15 Ticket 6 Order Time 3 00 12 TIME ELAPSED 6 Minutes Dine Table Dine2 Order 376 Server Virginia McMath Total 23 56 Ticket 5 Order Time 2 59 10 TIME ELAPSED 7 Minutes Dine In Table Dine1 By Order Number Activities TOTAL PAPERS COUNT Batch Transfer 8 Orders My Orders 9 2 a All Types Dine In Tab Take Out Drive Thru Figure 17 1 146 ALDELO FOR RESTAURANTS TRAINING MANUAL The Order Type may be filtered at the bottom of the screen Click the Dine In button to see only Dine In orders The My Orders button displays either the current server s orders or all servers orders When the button is selected the default state only the current server s orders may be viewed The Open Orders button toggles between Open Orders and All Orders Click the button until Open Orders displays in the upper left corner of the screen In the Open Orders window select the firs
180. icking this menu item opens Microsoft Notepad from within ALDELO POS CHAPTER 24 MAINTENANCE ACTIVITIES 237 WORDPAD If you added WordPad to your menu as in the section entitled New above and it resembles Figure 24 28 then this menu item opens Microsoft WordPad from within ALDELO POS New Calculator Notepad WordPad Figure 24 28 238 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 25 DATABASE MAINTENANCE 239 Chapter 25 Database Maintenance Database Support amp Files ADRESSETTINGS DAT The adResSettings dat file contains all of your database s stored settings It is located in your C ProgramData Aldelo Aldelo For Restaurants Databases Live folder Whenever you backup your database this file is stored along with the database file The Aldelo technical support team uses this file to help diagnose any issues affecting your system ADRESISV DAT This is the file that we edited in the previous chapter to create an additional shortcut to the Microsoft WordPad tool from the Activities menu Any program to which you create a link must be installed on the local machine Please see Third Party Add Ins New in Chapter 24 of this manual for detailed instructions on editing this file ADRESHOSTESS DAT This file holds all of the settings and information related to the Hostess features of ALDELO POS ADRES LANG This file is stored in the C ProgramData Aldelo Aldelo For Restaurants Language fo
181. ific inventory items If an item is available from multiple vendors a preferred vendor can be setup for the item for example if the cost is less from this vendor making the other vendors secondary sources of supply Click the New button The cursor displays in the Inventory Vendor Name field Enter each of the Inventory Vendor Names as seen in Figure 7 44 After each entry click the Save button and the New button Upon entering the final vendor name click Save and Done 68 ALDELO FOR RESTAURANTS TRAINING MANUAL Inventory Vendor Name Sosnick Hide Inventory Vendor Figure 7 44 INVENTORY ITEMS Navigate to Back Office gt Setup gt Inventory Setup gt Inventory Items On this screen we enter and maintain the list of inventory items used by our Checkers Restaurant For detailed descriptions of the field entries on this screen please see Inventory Setup Inventory Items in Chapter 5 of the ALDELO POS User Manual Click the New button The cursor displays in the Inventory Item Name field Enter the information as seen in the tables below Enter only information on the Inventory Items screen for the fields whose descriptions appear in bold type See Figure 7 45 After each entry click the Save button and the New button Upon entering the final inventory item click Save and Done CHAPTER 7 INFORMATION DATA ENTRY 69 Pack Size Pack Size Inventory Item Pack Size Inventory Inventory
182. ime Hours 0 00 Double Time Hours 0 00 ShowAll Employees Total Hours 40 00 Copy Schedule Same As Figure 7 24 Menu Setup MENU CATEGORIES In ALDELO POS each menu item is assigned to a menu category for reporting purposes These categories have nothing to do with the menu display in the Order Entry screen These categories display when you create a sales report For example when you run a Sales by Category Report you see the summary total of the sales by each category that you defined Navigate to Back Office Setup Menu Setup Menu Categories Enter the information as seen in the Menu Categories screen below Click the Save button after each entry To enter another click the New button When finished click the Done button See Figure 7 25 CHAPTER 7 INFORMATION DATA ENTRY 49 MenuCategory Wine Hide Menu Category Figure 7 25 MENU GROUPS In ALDELO POS navigate to Back Office gt Setup gt Menu Setup gt Menu Groups Here we build the menu groups for our restaurant See Figure 7 26 Click on the rectangle in the upper left corner of the screen to display the Menu Group Editor See Figure 7 27 50 ALDELO FOR RESTAURANTS TRAINING MANUAL HIN I Menu Group 2 Group Name Sec Language Picture Show Caption NotAvailable For Dine In Orders NotAvailable For Bar Tab Orders NotAvailable For Take Out Orders No
183. imes for the menu group to appear for each day of the week The Also checkbox works identically to the one in Employee Schedules See the Employee Schedules section for instructions Desserts Beverages Bar 52 ALDELO FOR RESTAURANTS TRAINING MANUAL Schedule R _ Ss Ss _ _ _ Ld LL EE Figure 7 28 MENU ITEMS In ALDELO POS navigate to Back Office gt Setup gt Menu Setup gt Menu Items Select the Appetizers Menu Group and click on the rectangle in the upper left corner of the screen This displays the Menu Item Editor screen Enter the menu items from the table below See Figure 7 29 CHAPTER 7 INFORMATION DATA ENTRY 53 Default Menu Item Send to Menu Item Name Category Price Printer At Screen I ee cee dl Buffalo Wings Food 5 95 Kitchen _ Rings Food 3 95 Kitchen PotatoSkns Food 3 95 Kitchen StuffedJalapefios Food 3 95 Kitchen L Sides French Fries Food 2 50 Kitchen Steamed Vegetables Food 1 95 Kitchen Baked Potato 2 50 Kitchen __ Mashed Potatoes 2 50 Kitchen UNCERT 2 Kitchen 2 Kitchen 2 Kitchen 2 Kitchen No No No No No No No No No No No 3 Kitchen 3 Kitchen 3 Kitchen 3 Kitchen eee ee REEL 7 99 4 Kitchen 9 No No
184. increase the speed at which Bar Tab orders are processed For a detailed explanation please see Order Entry for Bar Tab Setting Up Bar Tab Efficiency in Chapter 9 of the ALDELO POS User Manual 126 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 12 TAKE OUT ORDERS 127 Chapter 12 Take Out Orders Take Out Order Entry In ALDELO POS several settings apply to Take Out Orders Navigate to Back Office gt Store Settings gt Staff CRM Tab Make sure the Take Out Delivery Show Search Type checkbox is deselected This setting when selected displays a screen that forces the user to choose the type of search by Customer Name Phone Delivery Address Account Code or MSR Card For training purposes we will search using the default method exclusively by Phone Also make sure the Enforce Exact Telephone Number Digits checkbox is selected This setting checks the phone number entered to ensure that it matches the proper format thereby reducing the chance of incorrect entry Next click on the Services Tab and then click on the Take Out Tab Select the Require Phone For Take Out checkbox Deselect the New Customer Take Out On Hold checkbox With this setting selected any order from a new customer is held until the hold is removed manually Click the Save and Done buttons when finished Finally navigate to Back Office gt Station Settings gt Other Options Tab Make sure the Do Not Prompt User to Enter Customer
185. ine In 1 Roasted Chicken Table Dinei Mashed Pot French Fr Click here eet gta Seat 2 French Fr Stmd vegs 1 Roasted Chicken gt Seat 8 2 1 Roasted Chicken i Mashed Pot A copy of the item a appears here uc chicken Seat 2 Mashed Pot French Fr 1 19 2012 8 03 46 AM Aly ee 1 19 2012 8 05 50 AM Figure 10 3 98 ALDELO FOR RESTAURANTS TRAINING MANUAL HOLDING ITEMS You may delay sending items to the kitchen by using the Hold feature of ALDELO POS Place an order in the system consisting of the items in the table below S a lads Tuna S ala d P asta Salad Click the Hold button on the order entry screen The screen displays the ordered items each with a checkbox next to it and the guest check Select both Vanilla Ice Cream checkboxes See Figure 10 4 Click the Hold Time button and select the 35 Minutes button The Hold Until Time field shows the time 35 minutes from the order time However we only want to hold the order for 33 minutes Click the Down Minute button twice The Hold Until Time changes to 33 minutes from the order time Click the v button 1 Onion Rings 3 95 l erver eanor ation 1 Tuna Salad 7 95 Hold Until Notified Order 2 New Order Dine In 1 Pasta Salad 5 95 1 Onion Rings 1 Diet Coke 1 25 peat 1 Pasta Sala 1 Budweiser 2 75 2 5681 9 2 1 Bloody Mary 4 95 Hold Time 1 Budweiser
186. int Map button prints the map and written instructions as seen on the screen Clicking the Print Detail button prints a separate map that corresponds to each line in the printed instructions Click the Print Map button and the Done button Select the order again by clicking the checkbox next to it and then select driver Robert Johnson Click the Departure button Note These maps print to a desktop printer They cannot be printed to a receipt printer If the maps do not print navigate to Back Office Station Settings Printer Report Printer and select your desktop printer as your report printer Route planner v x Time Summary 3 0 miles 7 minutes Construction information for your route is out of date Click this line to update 11 49AM 0 0 8 Depart 4641 Spyres Way Modesto CA 95356 0 2 mi 11 49AM 02 Turn LEFT East onto Bangs Ave 0 2 mi 11 50AM 0 4 Turn RIGHT South onto SR 108 McHenry Ave 0 2 mi 11 51AM 0 7 Turn LEFT East onto Claratina Ave 1 0 mi 11 52AM 17 Turn RIGHT South onto Coffee Rd 1 0 mi 11 55AM 2 7 Turn LEFT East onto Thorsen Ave 0 2 mi d Bl 4641 Spyres Way Modesto 3359 Bonnevier St Modesto Travel Time 8 Min Print Map Print Detail Figure 15 2 CHAPTER 15 DELIVERY PROCEDURES 141 Viewing Delivery Order Status Managers may view the status of deliveries by clicking the Delivery Status button on t
187. inventory is ordered from vendors CHAPTER 24 MAINTENANCE ACTIVITIES 227 From the main POS screen navigate to Back Office gt Activities gt Inventory Activities and click on New Purchase Order The New Purchase Order screen displays See Figure 24 21 For a detailed description of each field see Inventory Activities New Purchase Order in Chapter 22 of the ALDELO POS User Manual Purchase Order Account Number New 587459 Purchase Order Date Humboldt Barcode Scan 1000 Island Dressing Anchovies Inventory Item Name Bell Peppers 1000 Island Dressing Black Olives Sliced Anchovies 24 8 oz cans Bacon Bits 6 4 oz jars Black Olives Sliced 6 1 gallon cans Bloody Mary Mix 12 1 quart bottles Butter 30 1 Ib boxes Chicken Wings 40 Ib bulk frozen Croutons Cheese 12 8 oz boxes French Fries 6 5 Ib bag frozen Italian Dressing 6 1 gallon jars Ketchup 12 32 oz bottles Maine Lobster 24 1 Ib frozen New York Steak 80 12 O7 steaks Price History amp amp ION WAND A Figure 24 21 REVIEW PURCHASE ORDER Existing purchase orders may be reviewed by using the Review Purchase Order feature of ALDELO POS From the main POS screen navigate to Back Office gt Activities gt Inventory Activities and click on Review Purchase Order The Purchase Order Selection window displays If desired enter the From and To dates at the bottom of the screen and press the Ente
188. ish button when done Under Store Settings gt Services Tab gt Delivery Tab if the Show Driver Dispatch Screen checkbox is deselected then the driver must enter his Employee Access Code after clicking the Driver button The rest of the procedure remains the same Repeat the procedure above to mark the second order as arrived and to settle the order with the cashier CHAPTER 15 DELIVERY PROCEDURES 139 Delivery Directions and Route Planning Microsoft MapPoint 2010 or MapPoint 2011 integrates seamlessly with ALDELO POS giving the business a convenient source for driving directions MapPoint must be installed on the terminal that is used to view the driving directions not on the server If more than one terminal is used to view driving directions a copy of MapPoint must be installed on each terminal MAPPOINT SETUP Install MapPoint on the terminal you will use for route planning and driving directions Navigate to Back Office gt Help gt Technical Support and press the F 0 button on your keyboard to display the Registry Settings window In the Key Name column scroll down to and click on MapPoint Enabled If the Key Value field says NO click the Edit button type YES in the window that displays and click the OK button Now open MapPoint Fuel Cost and click the Edit button Enter 4 00 for the fuel cost per unit and click the OK button MapPoint uses this figure to estimate the cost of fuel used to make the
189. lder The file includes all of the information required to display text This file must connect to the software otherwise your buttons appear without captions Database Engine ALDELO POS uses the Microsoft Jet 4 database 240 ALDELO FOR RESTAURANTS TRAINING MANUAL Database Limits Your restaurant s database file cannot be larger than two gigabytes if you created your database in Microsoft Jet 3 then the database file limit is one gigabyte If the database reaches this limit contact Aldelo technical support for help on how to overcome this limit No limit exists on the number of client computers that may be connected to the database however the system s performance could suffer greatly if a large number of clients are connected to the database when the database is installed on a relatively slow computer If your system runs at an unacceptably slow speed consider upgrading your server to a faster machine Compact Database Your database should be compacted on a regular basis Compacting the database removes the empty memory space and makes the database run faster and more efficiently To compact the database you must first shut down all the client computers connected to the server containing the database Next from the main POS screen click on Back Office gt Compact Database A message displays indicating that the compaction executed successfully Jet Compact Utility The Jet Compact Utility compacts databases created
190. llier Johnnie 2 2 Gumi Francos for this day off will be honored This 7 is one of our busiest days of the Johnson Robert year and we will need everyone to 7 Kelly Eugene work on this date Mapother Thomas McMath Virginia Signed George Murphy owner McWilliams Julia Murphy George Nicholas Harold Eleanor Smith Jeff Keyboard Cancel Figure 24 2 CHAPTER 24 MAINTENANCE ACTIVITIES 209 Select the employees to receive the e mail by clicking the checkboxes next to their names Alternatively you may select entire groups of employees by choosing their job descriptions from the drop down list on the left After selecting one group you may select additional groups from this list Next the employee who is sending this message should select his or her own name from the drop down list on the right Finally type the message into the message field by using the Keyboard button or your hardware keyboard When finished click the Send button REVIEW LOCAL E MAIL Managers may review the internal e mail communications between their employees if desired to ensure that they are using the system for legitimate business purposes This procedure assumes that e mails have been created in the system From the main POS screen navigate to Back Office gt Activities gt General Activities and click on the Review Local E mail menu item Since access to the Back Office scree
191. lo Localization Utility This file holds all the strings for the software Changing the strings lets you run ALDELO POS in another language For detailed information on creating language databases please see the Aldelo Localization Utility manual Reports ALDELO POS contains a multitude of built in reports that may be accessed from the main POS screen by navigating to Back Office gt Reports and then clicking on the report type and the report name To view samples of these reports please see Reports in Chapter 25 of the ALDELO POS User Manual Exporting Reports All of the reports built into ALDELO POS may be exported to a Microsoft Excel file From within the report click the Export button A screen confirms that the report was exported successfully View the report with Microsoft Excel INDEX 245 Index A Add a Customer to the Waiting List ue ee eR UR 88 Adding a Customer Name to an Order ieu 105 Adding Items 10 an Order co REI CRGO Ita dele a ea e tabem cd 94 Adjusting Wando Ws a n i eis 20 adRes lang nennen ODER TU De petu ten te et ete 239 epe chec eee e eee hee d eee te d petes 239 241 adResISV i 239 adR esSettin es dat oe Seeder eS 239 241 Applying Credits is E m 103
192. lon jars Italian Dressing 6 1 gallon jars Anchovies 24 8 OZ cans Pizza Sauce 6 1 gallon cans Black Olives Sliced 6 1 gallon cans vodka 12 1 liter bottles 12 1 liter bottles 80 12 Oz steaks 12 32 oz cans 5 1b box fresh 5 1b box fresh 12 32 oz bottles 6 1 gallon 12 2 1b bags sliced 12 2 1b bags sliced 12 2 1b bags 10 1b box fresh 5 1b box fresh 30 1 1b boxes 12 1 quart tubs Scotch New York Steak Tuna Salad Chives Green Onions Ketchup Milk whole Pepperoni Sausage Mozarella Cheese Shredded Bell Peppers Mushrooms Butter UNI OY OY OY UJ UJ b 5 d OY Oy UT UT UT d d UJ UT OY UU d da UT INI Sour Cream Cheddar Cheese Shredded 1 35 12 2 lb bags Budweiser Beer 25 00 24 12 Oz bottles Coca Cola 22 33 24 12 OZ cans a j 3 Export Figure 23 16 Phy Inv Count Use this feature to enter the physical inventory count into the system This assumes that a physical inventory count has already been performed From the main POS screen navigate to Operations gt Inventory Activities and click the Phy Inv Count button On the Physical Inventory Count screen click on an inventory item and enter the new quantity When all items have been updated click the Record button If a barcode scanning device was used to count the inventory export the information from the device to the computer as a text file Click the I
193. loody oi Cheese Pizza New Y Style 8 2 Cheese Cake From the Order Entry screen select the Misc button and then the Gratuity button Click the Percent button In the Enter Gratuity Percent window that appears enter 15 Fifteen percent calculated on the prior Sub Total is added to the guest check and is identified as 15 Gratuity Click the Gratuity button again and select the Amount button Enter 5 00 An additional five dollar gratuity is added to the guest check identified as Cash Gratuity As you can see multiple gratuities may be added to a guest check Finally click the Gratuity button again and select the Difference button In the Total Tendered window enter 65 00 The difference between the 65 00 entered and the previous Amount Due 59 70 is added to the guest check Since we already had a cash gratuity on the guest check of 5 00 5 30 is added to it for a total cash gratuity of 10 30 Now from the Order Entry screen click the Misc button then the Gratuity button and then the Clear button All of the gratuities added to the guest check are removed CUST LOOKUP The Cust Lookup feature of ALDELO POS allows the user to search the database for a customer record by any of several methods From the Order Entry screen click on the Misc button and then select the Cust Lookup button Click the Phone button Enter 2095558230 in the Enter
194. lso be released manually This is very easy to do Simply recall the order and navigate to the hold screen Select the checkbox next to the held item description on the left side of the screen and click the Clear Hold Time button The word Hold is removed from both the item list on the left and the guest check on the right The kitchen chit prints as soon as you click the Done button on the Order Entry screen SPLITTING AN ORDER Sometimes customers ask to split the check into separate portions so that each one may pay only for what he or she ordered If the server is told before placing the order the Chain button may be used However if the order has already been placed use the Split button Re enter the order we used previously as seen in the table below weno nem Salad P asta S a la d 0 o ee eee B 1 dy M ary Eoo cr pe D ie t Coke ren ree Ice C ream 100 ALDELO FOR RESTAURANTS TRAINING MANUAL Click the Split button The Split Order screen displays Click the Add button for each additional check you wish to create Since we have two diners click the button once to create one additional check A blank guest check check 2 appears on the screen Now on guest check 1 click on each item to be removed and added to the second check As each item is clicked it changes color After all the items to be removed from check 1 have been selected click on guest check 2 The selected items mo
195. lty is no longer used click the Hide Penalty checkbox to prevent it from displaying in the list of penalties When finished click the Done button See Figure 7 11 CHAPTER 7 INFORMATION DATA ENTRY 35 Bad Check Penalty Penalty Amount Account Closed 30 00 Non Sufficient Funds 25 00 Payment Stopped 25 00 Bad Check Penalty Account Closed Payment Stopped Non Sufficient Funds Penalty Amount 25 Payment Stopped Hide Penalty Figure 7 11 CUSTOM PRINTER TYPES Although ALDELO POS supports a wide range of printers there may be an occasion when you have a printer that is not supported These unsupported printers can be setup in the software as long as you have access to the escape control codes These codes may be found in the printer s user manual or by visiting the manufacturer s website This procedure is beyond the scope of this training manual For a detailed description on how to setup custom printer types in ALDELO POS please see Information Data Entry Custom Printer Types in Chapter 5 of the ALDELO POS User Manual 36 ALDELO FOR RESTAURANTS TRAINING MANUAL SETUP TAX 1 2 OR 3 TAX TABLE If your local taxing authority requires the use of a tax table rather than the use of the percentage method of tax calculation you may enter the tax table into ALDELO POS Navigate to Back Office gt Setup gt General Settings gt Setup Tax 1 Tax Table please note that the
196. modifier template to allow the user to select the two side dishes that come with each entree In the Modifier Builder Template Setup window name the template Entree Sides Template and continue entering the information from the table below Please note that the modifier names must be unique so even though we enter the same sides and toppings twice we must enter modifier names that are slightly different in each case Look in the Modifiers Names column of the chart below and you see that many of the names have underscore characters in them some have leading underscore characters and some even have double underscore characters This is only to indicate where you should place space characters When entering the names do not type the names with the underscores substitute the underscore characters with space characters Otherwise enter the names exactly as shown below When finished don t forget to setup each of the four entrees in the Menu Item Editor to use this template when an entree is ordered Modifier Builder Type Default Minimum Maximum Checkboxes Action Selections Selections Modifier Names SS Siei Adi Noe 1 Baked Pot pe fi M None po Mashed Pot Non O 1 f SmdVes Noo Toppings Add None 3 Butter Add Extra Light Em Light po LLL Sour Cream Add Extra Light p up _ Side2 Add None 1 Baked Pot
197. n On the check Seat 1 is now listed under New York Steak signifying that this menu item belongs to the guest sitting in Seat 1 Now add the menu items listed in the table below to the guest check croup Meno tem oto 2 Number Modifier 1 Modifier 2 Number Maine Bar Bloody Sow Vanilla Ice Desserts Cream Desserts Cheese Cake EERS Note If two of the same items are ordered they may be displayed on a single line of the guest check making it impossible to assign seats to them unless you order one assign its seat order the second and assign its seat To display two or more of the same items on separate lines navigate to Back Office gt Setup gt General Settings gt Store Settings gt Receipts Tab gt Guest Check Tab and select the Show Ordered Items Individually checkbox VOIDING ITEMS As items are added to the check mistakes are occasionally made These items may be cleared by using the Void button This button is located at the bottom of the Order Entry screen Let s change the dessert for guest 1 from ice cream to pie Click the Void button Select Vanilla Ice Cream from the list on the left side of the screen and then click the Void Line button The item is removed from both the list on the left and the guest check on the right See Figure 10 2 When finished click the Done button Now add Apple Pie to the guest check for guest 1 96 ALDELO FOR RESTAU
198. n Time Break 4 End Time Break 2 Begin Time Break 2 End Time Yarborough William Driver Break 5 Begin Time Break 5 End Time Normal Time Card Tips 0 00 t Hour Hour Minute Minute Date Clear Time Save 1 24 2012 11 27 00 AM 8 22 00 PM Figure 23 1 Highlight one of the dates below the list of names The Clock In and Clock Out times appear Click the Clock Out time in the upper right field and add five minutes to it by using the arrow buttons near the bottom of the screen When complete click the Save and Done buttons Note If the gratuity amount reported is incorrect it may be changed in this window by clicking the Tips button and keying in the new amount 178 ALDELO FOR RESTAURANTS TRAINING MANUAL Orders RE OPENING AN ORDER REVERTING Changes may be made to closed orders by re opening them This should require a manager s security level Perform the necessary steps to create an order and settle it From the main POS screen click the Recall button Enter 8 when prompted for the Employee Access Code Eugene Kelly Deselect the My Orders button and click the Open Orders button to display all orders settled and open on the screen Select the first settled order from the list to re open it On the Recalled Order screen click the Re Open Check button Confirm on the next two scree
199. n requires a manager s security level only management personnel should be able to reach this screen The Local E mail Maintenance screen displays See Figure 24 3 Read E mail Delete All Figure 24 3 Click on one of the names in the list of employees who have e mail and then click the Read E mail button to display the Local E mail Viewer screen See Figure 24 4 210 ALDELO FOR RESTAURANTS TRAINING MANUAL E mail Messages Viewing Selected E mail FROM Jeff Smith Date Time 2 6 2012 10 39 35 AM FROM George Murphy Eugene Kelly FROM Jeff Smith Mr Kelly May please have the morning of April 29th off for a dentist appointment Thank you Jeff Smith Delete All Read E mail Messages Reply Done Figure 24 4 If there are multiple e mails for this employee select a name from the list on the left to display the message After reading all messages you may delete them by selecting the Delete All Read E mail Messages checkbox Click the Done button when finished VIDEO SURVEILLANCE CONTROL CENTER To use this feature of ALDELO POS a webcam must be installed Next from the main POS screen navigate to Back Office gt Station Settings gt General Tab and select the Enable Video Surveillance Captures checkbox Install the camera so that it captures pictures of the people using the terminal From the main POS screen navigate to Back Office gt Activities gt
200. n screen displays next Enter the Employee Access Code for a cashier On the Money Count screen enter the cash received from the delivery customers The total due displays in the title bar See Figure 21 8 These entries may be made by denomination or the total amount may be entered by clicking the Additional Cash button Click the Finish button when done Confirm that the money count is finished and acknowledge that the money drop is completed Note Before using the Money Drop feature of ALDELO POS the user must settle all orders separately that were paid by methods other than cash Touch Pad Figure 21 8 170 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 22 CLOSING PROCEDURES 171 Chapter 22 Closing Procedures Closing the Cash Drawer Before a cashier clocks out his or her cash drawer must be counted and closed A physical count of the receipts is performed and balanced against the expected amount Any discrepancy is reported as an amount over or short CASHIER SIGN OUT Click the Cashier Out button on the main POS screen and enter the Employee access code for the cashier who is signing out On the following screen click the button for the cash tray that corresponds with the selected cashier The Money Count For Cashier Out screen displays See Figure 22 1 76 48 100 00 28 46 Delete Delete Total Cash 2 Total
201. n the fields in the center of the screen See Figure 12 2 CHAPTER 12 TAKE OUT ORDERS 129 Phone Number Customer Name 209 222 3456 Joe Yule Delivery Address Delivery Remark Cross St Postal Code 584 Creekside Drive Apt 1029 Delivery Charge Modesto Cust Since Date Total Orders Ct Total Spent Average Order Last Order Date Last Order Amt 5 113 16 22 63 1 3 2012 7 25 1 24 2012 10 23 23 AM Figure 12 2 e Nw 7 p 130 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 13 DRIVE THRU ORDERS 131 Chapter 13 Drive Thru Orders Drive Thru Order Entry Drive Thru Order entry in ALDELO POS incorporates a timing feature that records the time the order began and presents a list of incomplete orders to the user These orders are marked as complete upon being given to the customer To use the Drive Thru Order feature there are a few applicable settings to check Navigate to Back Office gt Store Settings gt Services Tab gt Drive Thru Tab Select the Drive Thru Orders Use Drive Thru Stations checkbox and deselect the Disable Drive Thru Timing Feature checkbox Click the Save and Done buttons Now navigate to Back Office gt Station Settings gt Other Options Tab and make sure the Mark this Station
202. n the tables to assign to the server Repeat the procedure for the other servers When finished click the Close button Assign Table Eleanor Assign Table Eleanor Powell Server v EEE H EH mn n mn E mn n ae Figure 23 18 Add Cash To Bank This feature allows a manager to add additional cash to the start amount of a Cashier or an employee using Staff Bank From the main POS screen navigate to Operations gt Other Tools and click the Add Cash To Bank button Enter the Bank Liability Number for the cashier account Enter the amount to add A message displays if the operation is successful 198 ALDELO FOR RESTAURANTS TRAINING MANUAL Customer Incidents The Customer Incidents feature allows the user to record the phone number of a customer whose order resulted in wasted product It may have been a crank call an order that was never picked up an order that was delivered to an address where nobody was not home etc To record the customer phone number from the main POS screen navigate to Operations gt Other Tools and click the Customer Incidents button Enter the phone number The New Customer Incident screen appears See Figure 23 19 Enter the order number select the Waste checkbox if waste occurred and enter the details of the incident It is important to be as precise as possible here as management must decide whether to allow future sales to this customer based on this information Click
203. ncy that is in the drawer to start the shift Enter the starting information from the table below into the Qty column on the left side of the screen The total should be 200 00 See Figure 8 3 Quantity 810000 5000 9500 9 Delete Delete Total Cash 200 00 2 Total Checks 0 0 00 Total Charge 0 0 00 Refund 0 00 Total Amount Tm Verified Verified Qr CS Move Down Cash Cancel Finish Figure 8 3 Click the Finish button The next window asks if the money count is finished Click the Yes button When prompted to print the money count receipt select No Joan Brodel may now enter settlement transactions CHAPTER 8 OPENING PROCEDURES 83 STARTING STAFF BANK In ALDELO POS navigate to Back Office gt Setup gt General Settings gt Store Settings gt Revenue Tab gt Cashier Tab Make sure the Enable Staff Banking checkbox is selected If it is not the Staff Bank button does not display in the Order Entry screen preventing the use of the Staff Bank feature Furthermore any employee that will use Staff Banking must have the Use Staff Bank checkbox selected under the Payroll Tab of his or her employee file Navigate to Back Office gt Setup gt Employee Setup gt Employee Files and select Eleanor Powell
204. nformation 190 ALDELO FOR RESTAURANTS TRAINING MANUAL To edit an existing In House Charge Account click on the Maintain In House Charge Accounts button to display the Maintain In House Charge Accounts screen See Figure 23 12 Click on an existing name in the list Edit the information as necessary and click the Save and Done buttons when finished Customer Phone Number 2095551 212 First Name Last Name Mailing Address msprswa Mailing Postal Code 95356 Modesto CA Tax Account Number Driver License Number k7598421 Driver License Expires 292015 Credit Limit 00 7 Credit Account Expires 12312015 7 MSR Card Credit Account Status Credit Account Notes Figure 23 12 Create In House Statements Use the Create In House Statements feature of ALDELO POS to prepare account statements for your In House Charge customers The use of this feature assumes that In House Accounts have been created and that the accounts show prior activity From the main POS screen navigate to Operations gt In House Charge and click the Create In House Statements button Select the checkbox next to one of the accounts listed on the In House Charge Account List screen Multiple accounts may be selected or they may all be selected simultaneously by clicking the Select All button Click the Done button to display the results If multiple accounts were selected use the lt lt Previ
205. nished click the OK button on the Pizza Crust Editor and the Done button on the Pizza Builder Setup screen Figure 7 34 Toppings Tab Navigate to Back Office gt Setup gt Menu Setup gt Pizza Builder Setup gt Toppings Tab Click the Add button to display the Pizza Topping Editor See Figure 7 35 58 ALDELO FOR RESTAURANTS TRAINING MANUAL Pizza Topping Pepperoni Secondary Language Topping Price Figure 7 35 Enter the information from the table below clicking the OK button after entering each topping item When finished your screen should resemble the screen displayed in Figure 7 36 Pepperoni 0 50 Sausage 0 50 Anchovies 0 50 0 75 1 00 125 Mushrooms 0 50 0 75 1 00 125 Olives 0 40 0 65 0 90 115 Bell Peppers 0 25 0 50 0 75 1 00 CHAPTER 7 INFORMATION DATA ENTRY 59 Toppings Topping Name Anchovies s Bell Peppers s Mushrooms s Olives s Pepperoni s Sausage s Anchovies m Bell Peppers m Mushrooms m Olives m Pepperoni m Sausage m Anchovies I Bell Peppers I Mushrooms I Olives I Pepperoni I Sausage 1 Anchovies x Bell Peppers x Figure 7 36 Pizzas Tab From the main POS screen of ALDELO POS navigate to Back Office gt Setup gt Menu Setup gt Pizza Builder Setup gt Pizzas Tab Here we define the pizzas our resta
206. not use any other categories for this template remove the names from the rest of the categories In the Back Office select Store Settings Click the Products Tab Delete the eight Modifier Builder Type names on the lower half of the screen CHAPTER 7 INFORMATION DATA ENTRY 61 Next click the Toppings button and then click on the button in the upper left corner of the field of gray buttons This displays the Modifier Builder Editor As you can see the Template Name and the Type Name are already populated from the information we entered previously In the Modifier Name field enter Butter Select the checkboxes for Add Butter Extra Butter and Light Butter See Figure 7 38 Click the Done button and repeat the procedure above for the rest of the toppings as seen in Figure 7 39 Template Name Baked Potato Template Type Name Toppi ngs Modifier Name Cuter el Additional Cost Excluded From Builder Selected As Default Additional Additional Cost Additional Cost Additional Cost Ir Hide Delete Done Figure 7 38 62 ALDELO FOR RESTAURANTS TRAINING MANUAL Baked Potato Template Duplicate Delete Toppings H is EE Figure 7 39 The last thing you must do is setup the baked potato item in the Menu Item Editor to use the template you just created wh
207. ns The Recalled Order screen displays the re opened order See Figure 23 2 If desired click the Edit Order button to make changes to this order as necessary Server Eleanor Station Order 411 Table Dinei Guests PARTIAL PAYMENTS Edit Order New York Steak Cid Medium well Baked Fot Add Chives Add Sour Cream Rush Order Stmd vegs Budweiser Diet Coke Bloody Mary Print Order Scotch Vanilla Ice Cream Cheese Cake Buffalo wings Stuffed 1 Chef Salad Ranch Cheese Croutons Bacon Bits Slivered Alm HHPHHHPPPPHH de de HINT 15 Gratuity PAID 64 21 gt gt Ticket 8 1 lt lt 1 30 2012 10 43 29 AM Sub Total Tax Amount Due 60 32 3 89 0 00 Pay To Staff Bank 4 Pager i3 Figure 23 2 CHAPTER 23 MANAGER OPERATIONS 179 Cash Drawers RE OPENING A CASH DRAWER A cash drawer less than three days old may be re opened to make needed adjustments Under no circumstances may a cash drawer three or more days old be re opened From the main POS screen click the Operations button and enter 12 for the Employee Access Code George Murphy Next click the Revenue Center button and then the Re Open Cashier button Confirm the re open operation and then select the cashier tray to re open Click Yes to confirm the re open Note To ensure you re open the correct cash tray select the tray by the Liab
208. ntering the last group name click Save and Done Inventory Group Name ma 1 Inventory Group Name Wine Beer Condiments Hide Inventory Group Figure 7 42 INVENTORY LOCATIONS Navigate to Back Office gt Setup gt Inventory Setup gt Inventory Locations Here we maintain a list of locations in which our inventory items are stored allowing them to be further grouped into logical order The Sort Order field allows us to number the inventory locations in the order in which we want them displayed CHAPTER 7 INFORMATION DATA ENTRY 67 Numbering the Sort Order field in multiples of ten rather than one allows you to enter any new location names that may be added in the future between existing locations Click the New button and enter the information as seen in Figure 7 43 into the Inventory Location Name and Sort Order fields clicking the Save and New buttons after each entry Upon making the final entry click the Save and Done buttons Location Name Panty Inventory Location Name Beverage Station Pantry 2 Sort Order 1 20 Pantry 3 t 2 Hide Location Cooler 2 Freezer 1 Freezer 2 Office Back Room Bar Secure Storage Beverage Station Figure 7 43 INVENTORY VENDORS Navigate to Back Office gt Setup gt Inventory Setup gt Inventory Vendors Here we setup and maintain a list of our inventory vendors These vendors are linked to spec
209. nv Download button and choose the file to download by clicking the Select File button and then navigating to the location of the file Click the Download button on the Inventory Download window to complete the process CHAPTER 23 MANAGER OPERATIONS 195 Inv Prep Forecast The Inv Prep Forecast feature of ALDELO POS creates a report based upon past inventory usage that forecasts the quantities of inventory usage to prepare for Use of this feature assumes that menu recipes and inventory depletion figures have already been defined From the main POS screen navigate to Operations gt Inventory Activities and click the Inv Prep Forecast button Select the appropriate date on the date picker screen and click the Select button The Inventory Preparation Forecast For Kitchen Bar screen displays the inventory items to prepare including the pack size quantity and the recipe units quantity The report may be viewed printed or exported to a text file Note These estimates are based upon up to six weeks of the most recent historical data Past experience cannot predict with 100 accuracy expected usage quantities Inventory Items From the main POS screen navigate to Operations gt Inventory Activities and click the Inventory Items button This is a shortcut to the Inventory Items screen where inventory items may be viewed edited or added Whenever changes are made click the Save and Done buttons to complete the procedure Menu Re
210. o Training Mode The Training Mode of ALDELO POS enables the terminal to be used to train employees on using the system without recording any orders in the live database A training database is used during training mode and the system switches back to the live database when you end the training session From the main POS screen navigate to Operations gt Other Tools and click the To Training Mode button Click Yes on the Training Mode window to confirm that you wish to start Training Mode The caption on the button now says To Live Mode Clicking the button again reverses the procedure putting the system back into Live Mode Note If your training database file is outdated go to your ALDELO POS Databases folder and delete the file Training mdb A new training database is created based upon the current information in your live database file Do not delete any other files in this folder CHAPTER 23 MANAGER OPERATIONS 197 Warning Do not forget to click the To Live Mode button when you finish your training session Failure to do so will cause any sales completed while still in training mode to fail to be recorded in your live database Assign Table The Assign Table feature allows a manager to assign tables to employees From the main POS screen navigate to Operations gt Other Tools and click the Assign Table button The Dine In Tables screen appears See Figure 23 18 Select a server from the drop down list and click o
211. o effect To SECONDARY LANGUAGE Clicking this button changes the display of the menu item text to the secondary language A secondary language name must have been setup previously in the Menu Item Editor From the main POS screen navigate to Back Office gt Setup gt Menu Setup gt Menu Items Select Appetizers from the Menu Groups list and click on the Stuffed Jalapenos button In the Secondary Language Name field enter Jalapefios Rellenos Click the Save and Done buttons Return to the main POS screen Enter the following order into the system to display the Order Entry screen Click the Misc button and then the To Secondary Language button The system returns to the Order Entry screen Notice that the Stuffed Jalapenos button text has been replaced with Jalapefios Rellenos Click the Jalapenos Rellenos button The guest check still shows the ordered item in English See Figure 10 15 It is unaffected by the use of this feature Only the button text changes Repeat the procedure to change the button text back to English but this time click the To Primary Language button CHAPTER 10 DINE IN ORDERS 115 Sides Dine EE Pager Guests Table Checks n gum D ey Server Eleanor Station 1 Salads Entrees Buffalo Wings Onion Rings Order New Order Dine In Table Dine10 Pizzas Desserts 1 23 2012 1 11 47 PM p TEE e oret E Jalapenos Beverages Bar Potato Skins Sub Total 3
212. o the Order Entry screen click the Touch Screen button TAX EXEMPT Recall the order we created under Create Labels on the previous page To exempt an order from tax click the Tax Exempt button on the Misc screen Select the Yes button when asked to confirm that you wish to exempt the order from tax The tax is removed from the guest check and Tax Exempt Sale displays below the last menu item To remove the tax exemption repeat the procedure clicking the Yes button when asked to confirm that you wish to remove the Tax Exempt status from the order 114 ALDELO FOR RESTAURANTS TRAINING MANUAL No KITCHEN BAR The No Kitchen Bar feature allows the user to place a hold on sending the ordered items to the kitchen or bar Recall the order from the previous section Add an order of Potato Skins to the guest check From the Order Entry screen navigate to Misc gt No Kitchen Bar When asked to confirm that you wish to send the order to the kitchen or bar select the No button The system returns to the Order Entry screen Now clicking the Done button does not send the order to the kitchen or bar printer When the order is recalled again clicking the Done button sends the order to the kitchen or bar immediately To hold the order again the procedure must be repeated Only items that have not yet been sent to the kitchen or bar are affected If all items on the guest check have already been sent to the kitchen or bar this button has n
213. oint Pack Size Replenish Level Inventory Description Pack Size Qty On Hand Pack Size Cost Per Qty Total Pack Size Value Inventory Last Updated 120 11 D mmm 10 Exe 330 530 2 30 2012 Inventory Item Figure 7 45 MENU RECIPE EDITOR On this screen we setup menu item recipes This allows the ingredient inventory to deplete as the menu items sell Navigate to Back Office gt Setup gt Inventory Setup gt Menu Recipe Editor Click on Bloody Mary in the Menu Item Name list Double click inside the nventory Item Name field and select Vodka from the list by clicking on it Enter 1 in the Units Used field When we entered Vodka into the Inventory Items list we selected a serving size of two ounces 12 33 8 oz bottles equals 405 6 oz divided by a 2 oz serving equals 202 8 recipe units per pack size By entering 1 into this field we deplete two ounces from our inventory Click the Add button Vodka is now added to the ingredient list for this recipe item Now add Bloody Mary Mix to the recipe in the same manner again entering 1 in the units used field When finished click the Save button See Figure 7 46 72 ALDELO FOR RESTAURANTS TRAINING MANUAL Recipe Cost 1 49 a Min Retail 2 98 Mod Cheese Croutons Current Retail 4 95 Update Price Global Replace ShowAll Menu Items lave Close Figure 7 46 Repeat the p
214. omer account was created On the Review Customer Information screen verify that the correct customer is displayed and then click the Done button On the Confirm Action screen click the Yes button Click the Enter button on the Enter Charge Tender window to accept the default amount tendered and complete the transaction See Figure 21 6 166 ALDELO FOR RESTAURANTS TRAINING MANUAL Figure 21 6 Note The default amount shown in the Enter Charge Tender window equals the total amount due for the guest check If desired a lesser amount may be entered in this field and the remaining balance paid by another method However a greater amount may not be entered into this field as no change is allowed to be given back to the customer when settling an order by the House Account method Complimentary Meals The Complimentary button of the Settle Order Screen allows the user to discount a guest check by any amount up to and including the full total amount due This button has a security setting attached to it allowing management to limit its use to managers and above if desired Enter the order in the following table into ALDELO POS as a Dine In order Click the Done button when finished Tuna S alad Coca Cola Budweiser Apple ie C C ase Ice C ream CHAPTER 21 ORDER SETTLEMENT PROCEDURES 167 Now recall the order using 3 as the Employee Access Code when prompted cashier Joan Brodel Sele
215. ou a greater understanding of how the system works enabling you to operate the software with confidence As you gain more experience with ALDELO POS you will come to appreciate how well it complements your business You will wonder how you ever got along without it We will start the tutorial with the configuration of the hardware and network software followed by the POS software installation and configuration and finally the operation of the POS software You should take the time to read the accompanying ALDELO POS User Manual first and then read this training manual thoroughly before beginning the course Many times your questions are answered in the manual a few pages later Reading these manuals ahead of time will help keep your questions to a minimum as you complete the tutorial thereby allowing you to more fully absorb the content So get yourself a cup of coffee sit down relax and let us begin your trip into the world of ALDELO POS The Structure of the Manual This manual is divided into parts and chapters in order to help you better focus on the key topics You are not required to have prior knowledge of any restaurant point of sale software to use this manual We are assuming that you are venturing into the world of automated POS solutions for the first time This manual attempts to teach you everything that you need to know about using the ALDELO POS software solution We strongly recommend that you install ALDELO P
216. ount click the New button and repeat the procedure above When finished click the Done button For more information about the remaining fields on the Discounts screen see Information Data Entry General Settings Discounts in Chapter 5 of the ALDELO POS User Manual Discount Discount Amount Name Discount Min Ticket Expire For Bar Date Discount Senior Discount 20 00 Percent Student Discount 10 00 Employee Discount 35 00 Percent ID Discount Name 1 Senior Discount 2 Student Discount 3 Employee Discount Exclude Discount ID Discount Name Discount Amount Amount Basis Discount Expire Date Min Ticket For Discount Discount Group Definition Hide Discount Exclude Bar Drinks Discount Barcode Menu Item To Discount Figure 7 8 CHAPTER 7 INFORMATION DATA ENTRY 33 BANK CARD FILES ALDELO POS allows you to maintain information on the banks associated with the bad checks that your restaurant may receive Navigate to Back Office gt Setup gt General Settings gt Bank Card Files Enter the information from the table below into the Bank Card Files screen After entering each bank click the Save button To enter another bank click the New button and repeat the procedure above If information about this bank is no longer used click the Hide Bank Card File checkbox to remove it from the list of banks When finished click the Done button
217. ous and Next gt gt buttons to navigate through the data The statements may be printed by clicking the Print Current or Print All button The printed statements when folded properly are designed to fit into a standard 10 window envelope so that they may be mailed to your customers Click the Close button when finished CHAPTER 23 MANAGER OPERATIONS 191 In House Account List From the main POS screen navigate to Operations gt In House Charge and click the In House Account List button to display the In House Charge Accounts Report screen The report lists all In House Charge Accounts past and present See Figure 23 13 SortBy Customer Name Descending CUSTOMER IN HOUSE CHARGE ACCOUNTS PHONE NUMBER EXPIRES CREDIT LIMIT BALANCE AVAIL CREDIT Dave Beck 209 555 1212 12 31 2013 Active Raymond Bulcao 209 777 7777 2 9 2014 Active 1 000 00 23 56 976 44 S Export Figure 23 13 Customer Files From the main POS screen navigate to Operations In House Charge and click the Customer Files button The Maintain Customer Records window displays On this window customer records may be reviewed or edited and new customer records may be created Whenever you make changes or create new records click the Save and Done buttons when finished 192 ALDELO FOR RESTAURANTS TRAINING MANUAL INVENTORY ACTIVITIES Shopping List When using the Automatic Inventory Depletion feature of ALDEL
218. procedure is identical for each of the three available taxes Click the Add Bracket button On the first keypad enter the beginning value of the first taxable range from your tax table and then click the v button On the second keypad enter the ending value of the first taxable range from your tax table and then click the v button On the third keypad enter the amount of tax that applies to the taxable range you just entered and then click the v button The taxable range and the tax that applies to that range now appear in your tax table list See Figure 7 12 Repeat this procedure for each line listed on your tax table Enter the entire tax table as issued by your local taxing authority in this manner 107 0 20 0 01 4 28 4 40 0 32 48 8 61 0 63 21 0 33 0 02 4 41 4 54 0 33 8 74 0 64 34 0 47 0 03 4 55 4 67 0 34 75 8 88 0 65 Add Bracket 48 0 61 0 04 4 68 4 81 0 35 89 9 01 0 66 62 0 74 0 05 4 82 4 94 0 36 02 9 15 0 67 4 95 5 08 0 37 16 9 28 0 68 5 09 5 22 0 38 29 9 42 0 69 Delete Last Bracket 5 23 5 35 0 39 43 9 55 0 70 5 36 5 49 0 40 56 9 69 0 71 5 50 5 62 0 41 70 9 83 0 72 5 63 5 76 0 42 84 9 96 0 73 5 71 5 89 0 43 97 10 10 0 74 5 90 6 03 0 44 11 10 23 0 75 6 04 6 16 0 45 24 10 37 0 76 6 17 6 30 0 46 38 10 50 0 77 Export Tax Table M1 2 23 0 16 6 31 6 44 0 4
219. r 24 For Demonstration Use Modesto CA 95356 209 DAILY CLOSING REPORT Friday January 27 2012 SALES SUMMARY Refunds Listed Separately Liquor soft Drinks Delivery Fees Earned Surcharges Order Discounts Less Cash Discount Less Credits Redeemed Less Food Subtotal 1 232 25 Bar Subtotal 151 05 NET SALES 1 383 30 variance Tax 1 Tax 2 TOTAL TAXES 102 49 GROSS SALES 1 485 79 TOTAL GRATUITIES 134 32 1 620 11 Total Item Discounts Figure 22 4 176 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 23 MANAGER OPERATIONS 177 Chapter 23 Manager Operations Time Cards EDITING TIME CARDS Sometimes employee time cards must be corrected To do so Click the Time Card button on the main POS screen and then click the Edit Time Cards button Select William Yarborough from the list on the left side of the Edit Unpaid Time Cards screen See Figure 23 1 Austerlitz Frederick Bus Person Clock In Time Clock Out Time Beard James Cook 1 24 2012 11 27 00 AM 1 24 2012 8 22 00 PM Brodel Joan Cashier Brooks Foster Bartender Break 1 Begin Time Break 1 End Time Collier Johnnie Dishwasher Frances Dishwasher Johnson Robert Driver Kelly Eugene General Manager Mapother Thomas Bartender McMath Virginia Cashier McWilliams Julia Cook Break 3 Begin Time Break 3 End Time Murphy George Owner Nicholas Harold Bus Person ca Break 4 Begi
220. r button on your keyboard to narrow the number of purchase orders displayed Next select one of the purchase orders in the list by highlighting it and clicking the Review button This displays the Review Purchase Order screen which is almost identical to the New Purchase Order screen The purchase order may be viewed or edited from the Review Purchase Order screen Click the Preview button to display an image of the purchase order as it will look when printed Click the Done button when finished 228 ALDELO FOR RESTAURANTS TRAINING MANUAL CREATE PO FROM SHOPPING LIST If the system has generated a large shopping list use this feature to create purchase orders for your vendors The purchase orders are created automatically by vendor eliminating the need to enter the items manually on each purchase order From the main POS screen navigate to Back Office gt Activities gt Inventory Activities and click on Create PO From Shopping List The current shopping list displays on the Create PO From Shopping List screen Click the Create PO button A new purchase order is added to the list It may be reviewed by navigating to the Review Purchase Order screen as described above For information on creating a shopping list see Operations Center Inventory Activities Shopping List in Chapter 23 of this manual CREATE INVENTORY ITEM LABELS The Inventory Item Label Generator feature of ALDELO POS allows the user to create barcode s
221. ring all the information for a job title click the Save button To enter another click the New button When finished click the Done button If the job is no longer valid select the Hide Job Title checkbox See Figure 7 18 80 000 00 General Salaried 50 000 00 Manager Bartender Hourly 1000 No Yes Cashier Driver Cook Bus Person Dishwasher No No 10 00 15 00 8 50 Server Yes Job Title Default Security Level Default Pay Basis Default Pay Rate Dishwasher Driver Default Receive Tips General Manager Hide Job Title Figure 7 18 42 ALDELO FOR RESTAURANTS TRAINING MANUAL EMPLOYEE FILES General Tab In ALDELO POS navigate to Back Office gt Setup gt Employee Setup gt Employee Files gt General Tab Enter the information from the table below excluding the Hired Date into the required fields those with the titles in Bold plus the Access Code field Leave the Preferred Language field set to the default value English for all employees Holiday INS Scale Code Hired Date Tips muse ous Person no Time 1 No No Frederick Austerlitz Bus Person No Time 1 3 23 2003 No No Bewa cook no mme 2 soos no No James Beard Cook No Time 2 2 22 2005 No No modi castier no time ruris no no Joan Brodel Cashier No Time 3 11 11 2004 No No roster Brooks no
222. rocess above to create the recipes for the menu items listed in the chart below The Recipe Cost and Min Retail are not updated because we have not yet received inventory of any of the items used in these recipes This is covered later in this manual Menu Item Name Inventory Item Name Used po Juice BifaoSaxce 1 Mashed Potatoes Milk Whole Potato Skins 1 Cheddar Cheese Shredded 1 GrenOnon 1 CHAPTER 7 INFORMATION DATA ENTRY 73 Now click the Global Replace Inventory Items button This screen allows the user to replace an obsolete inventory item with a new item For example if the Orange Juice you use is no longer available in a case of 16 32 oz bottles but is replaced by a case of 12 32 oz bottles you enter the new item into the Inventory Items screen Note that although the new item may be identical to the old one except for the pack size the system requires us to give it a unique name that is why we called it Orange_Juice with an underscore between the words Next navigate to the Global Replace Inventory Items screen Here you select the old item from the Original Inventory Item list and the new item from the New Inventory Item list Click the OK button when finished See Figure 7 47 A window displays the message Inventory Item Global Replacement Complete Click the OK button The new item replaces the old item The system now depletes
223. rs running different versions of Windows you may want to install additional drivers so that the users do not have to find the print driver when they connect to the shared printer em Figure 5 2 Testing Your Printers 1 On your desktop click the Start button 2 Navigate to and click on Devices and Printers 3 Double click the printer you wish to test In the following window click the Printer Properties option 4 Click the Print Test Page button See Figure 5 3 If a test page prints this printer is working properly If not click the Get Help with Printing option and follow the onscreen instructions to run the Printing Troubleshooter Repeat these steps for each printer each computer 18 ALDELO FOR RESTAURANTS TRAINING MANUAL Device Settings About Sharing Pots Advanced Color Management HP LaserJet 4100 Series PCL6 Location Comment Model HP LaserJet 4100 Series PCL6 Features Color Yes Paper available Double sided No Staple No Letter Speed 22 ppm Maximum resolution 600 dpi G L M Apply Figure 5 3 Other Hardware Devices To install other types of hardware devices such as those listed in Chapter 1 of this manual please see Chapter 4 of the ALDELO POS User Manual for detailed instructions The user manual may be accessed directly from within the ALDELO POS software by navigating to Back
224. ry Delivery Postal Street Name Name From Code Charge Compensation Code _ C3 Fiedler Way 2600 3000 5 00 3 50 95355 Pelandale Ave 3500 400 J 95355 Street Name Pelandale Ave Address From Address To Map Code Delivery Charge Delivery Compensation Postal Code No Delivery Figure 7 5 30 ALDELO FOR RESTAURANTS TRAINING MANUAL CASH TRAYS In ALDELO POS navigate to Back Office gt Setup gt General Settings gt Cash Trays Here you name each cash tray used by your restaurant You may use any names you like such as employees names station names POS1 POS2 BARI etc or shift names POS 1 AM POS1 PM BAR AM etc Enter the cash tray names into the Cash Trays screen as seen in the figure below ALDELO POS generates the Cash Tray ID number automatically See Figure 7 6 Click the Save and New buttons after each entry Click the Done button when finished Selecting the Hide Cash Tray checkbox prevents the cash tray from appearing in the Select Cash Tray for Cashier Sign In screen Hide Cash Tray EN 215 BAR PM Figure 7 6 SURCHARGES Some restaurants surcharge services that are out of their normal range of services These surcharges may be programmed into ALDELO POS Navigate to Back Office gt Setup gt General Settings gt Surcharges Enter the information from the table below into
225. s aee tre e PERRA bags CEDE RR ENSE Gr e e PER ERRARE 224 Maintain In House Charge Accounts eren nent nein eren ren eene entrent tenete entree trennen nre 219 Maintain Manager Cash Out eet 214 Maintam Payouts x aee ee o Aen 213 Maimnienance A Ctivitlese sui o Rit eise mi ERIT 207 231 Manager Cash Qut coUe ente dien tavi bea istae endis 155 156 Manager Operations vs oec et eee tee o TRO e ER tete d etie Deut itte 177 Manual Modifiers rre nt eee oie epi Yr ERR 116 MapPoint Setup 2 RHET DER RO DRE Denies 139 Marking a Drive Thru Order as Complete eese eene enne nee 131 PES 201 Media M 202 Media Exit o rtc tO OR n EO DERI 202 Media Opefi ooo RS 201 Media Options ie toU dc re eec ee ei tee be Pte bete Heec e Ltd ete c tr eas 201 Menu enm SR RESCUE Bal MEE ES 48 Menu GIOUDS ene 49 93 Menu Group Editor e ei dei e 51 Item Auto Prices o qe 54 NOH gu IU 52 59 Menu Item Editon ir 54 EH 63 Ment Recipe Editor
226. s Click the Batch Transfer button The Employee Access Code window displays Here the new server must enter his or her access code Enter 14 for Eleanor Powell Click the v button to transfer the orders to Eleanor CHAPTER 18 VOID PROCEDURES 149 Chapter 18 Void Procedures Occasions may arise when you must void an order Careful thought should be given to the security level required to perform a void Servers or cashiers if able to void orders can give away free meals to family and friends The security level of a manager or above should be required to void an order Void Operations Enter an order into the system From the main POS screen click the Void button Enter an access code with a sufficiently high security level to perform a void operation The Open Orders screen appears If the order to void does not appear on the screen deselect the My Orders button to see all employees orders Select the order from the list Enter the reason for the void on the following screen If a hardware keyboard is attached to this terminal it may be used to type the reason otherwise use the on screen keyboard See Figure 18 1 When done click the button Void Reason lt ustomer forgot to bring his wallet Q w E R T U I P Clear 1 F F F F F f s me A S D F G H J K g e e X Lv BN cM lime F F Upper
227. s a gift card for someone else is obviously pleased with the restaurant and wants to introduce others to it Issuing Gift Cards From the main POS screen click the Gift Certificate button Enter the Employee Access Code to display the Gift Certificate screen See Figure 20 1 Gift Certificate MSR Card 7 A Account Number Expire Date 12 31 2017 Total Amount 100 00 Issued To Paul Gentry Discount 2000 Presented Jim Newman Balance 80 00 gt Finish Payment Information e e Upper Move Move Case Down Up 1 25 2012 9 32 45 AM Figure 20 1 In the Account Number field enter 108 This number may be found on the gift certificate These numbers are usually printed consecutively on the blank gift certificates If the restaurant uses MSR Cards place the cursor in the MSR Card field and swipe the card through the reader 158 ALDELO FOR RESTAURANTS TRAINING MANUAL Note The MSR Card data is required if the Account Number field is not used Correspondingly the Account Number is required if the MSR Card field is not used However both may be used together Enter the expiration date 12 31 2017 The button to the right of the field may be used to type the slashes between the numbers This field is optional In the Issued To field enter Paul Gentry and in the Presented By field enter
228. sh out information prior to the date selected From the main POS screen navigate to Back Office gt Activities gt Maintenance Activities and click on Remove Prior Manager Cash Outs Select a date from the date picker screen All Manager Cash Out information from before this date is removed from the system When the procedure is successfully completed a confirmation window displays REMOVE PRIOR RESERVATIONS This feature allows the user to delete all table reservation information prior to the date selected From the main POS screen navigate to Back Office gt Activities gt Maintenance Activities and click on Remove Prior Reservations Select a date from the date picker screen All table 234 ALDELO FOR RESTAURANTS TRAINING MANUAL reservation information prior to this date is removed from the system When the procedure is successfully completed a confirmation window displays DELETE MASTER DATA The Delete Master Data feature of ALDELO POS allows the user to remove database entries from the system that have either never been used or were created in error Use this feature immediately after the database is created to clean up any entries that were created in error From the main POS screen navigate to Back Office gt Activities gt Maintenance Activities and click on Delete Master Data The Delete Master Data screen displays See Figure 24 26 Select a category from the list on the left and a data item from the list on the rig
229. sited to the bank A Money Count Report Checks List and Bank Deposit Slip print to the selected printer 184 ALDELO FOR RESTAURANTS TRAINING MANUAL Total Cash 674 79 j 2 Total Checks 1 87 34 Verified Total Amount 762 13 Move Up Finish Figure 23 7 Gift Certificate List From the main POS screen navigate to Operations gt Revenue Center Click the Gift Certificate List button The Gift Certificate List Report screen displays all gift certificates that have been issued See Figure 23 8 Move the scroll bar to view additional columns CHAPTER 23 MANAGER OPERATIONS 185 Sort By Date Time Descending GIFT CERTIFICATE DATE TIME Account Number ISSUED TO PRESENTED BY Paul Gentry Jim Newman ventura Paul Drake Mr Mason ventura ventura ventura ventura ventura ventura Dan Brown Ron Brown ventura ventura ventura ventura Dave Ventura Dave Ventura George Murphy George Murphy Joan Brodel Joan Brodel B Dave ventura 8 12 2012 4 43 Paul Gentry Jim Newman Dave ventura 9 12 2012 5 Dave Ventura Total Figure 23 8 Click the Export button A tab delimited text file is created and sent to the Reports folder in ALDELO POS It may be viewed and edited in Microsoft Excel A copy may also be printe
230. st check Continue on this screen reversing the seat assignments for the rest of the items When finished the guest check should look like the one shown in Figure 10 11 108 ALDELO FOR RESTAURANTS TRAINING MANUAL Server Eleanor Station Order New Order Dine In Table Dines Guests 2 1 Chicken Salad Seat 2 gt Seat 2 1 Pasta Salad gt Seat 1 1 Budweiser gt Seat 1 1 20 2012 3 53 37 PM a4 1 20 2012 4 00 14 Station 1 a Cashier Joan Brodel M O M m O Figure 10 11 CLEAR ORDER The Clear Order feature of ALDELO POS allows you to remove all of the unsent menu items from the guest check From the Order Entry screen click the Misc button and then the Clear Order button if all of the items on the check have been sent to the kitchen the button does not appear on the screen A window pops up asking if you want to clear the unsent items Select Yes to remove any unsent items from the guest check Select No to return to the previous screen No SALE Sometimes the cash drawer must be opened when a sale has not been made You may have given the customer the wrong change a customer may request change for a dollar you may need to perform a pay out etc In these cases a No Sale is performed CHAPTER 10 DINE IN ORDERS 109 From the Order Entry screen click on the Misc button then the No Sale button Depending on how your security is setup you may be prompted
231. system reverts to the Order Entry screen Only one surcharge may be added to an order To remove a surcharge follow the same procedure but select the Yes button when prompted to remove the surcharge Surcharge ID 1 2 Surcharge ID 3 Party of 8 or More Use of Private Room Server Eleanor Station Surcharge ID 4 Order 4 New Order Dine Customer Dessert Fee Table Dines 1 2 stuffed Jalapenos 8 Chicken Salad 57 Student Discount 6 36 Item Already Discounted Employee Discount 0 69 Cash Discount By Eleanor Powell 5 00 Party of 8 or More 9 63 1 20 2012 9 35 46 AM Sub Total 63 16 1 2 48 Amount Due y 65 64 a4 Chain 1 20 2012 10 49 58 AM Station 1 Cashier Joan Brodel SSS _ NEE EN Figure 10 7 APPLYING CREDITS In ALDELO POS a credit can be generated in one of two ways it can be issued manually from the main POS screen or it can be earned through the Frequent Diner Program A credit must be created for a customer before it can be applied to the customer s check In the main POS screen click the Credit button and enter the access code for Eleanor Powell 14 Next enter the phone number for the customer 2095558230 If the phone number is not found in the database you are prompted to add a new customer Select Yes and enter the information on 104 ALDELO FOR RESTAURANTS TRAINING MANUA
232. t Other Tools and click the Emp Still Working button The Employee Still Working Report displays showing a list of all employees who are still clocked in See Figure 23 21 200 ALDELO FOR RESTAURANTS TRAINING MANUAL EMP STILL WORKING REPORT This report shows employees who are still clocked in currently George Murphy In Since 1 24 2012 9 39 00 AM Joan Brodel In Since 1 24 2012 9 34 00 AM Robert Johnson In Since 1 24 2012 11 27 00 AM Virginia McMath In Since 1 24 2012 3 56 00 PM Figure 23 21 Edit Work Schedule From the main POS screen navigate to Operations gt Other Tools and click the Edit Work Schedule button This is a shortcut to the Employee Schedules window Here a manager may create or edit employee work schedules Open Order Report The Open Order Report feature lists all the servers and the open orders for each of them From the main POS screen navigate to Operations gt Other Tools and click the Open Order Report button The Open Order Report displays orders that have not yet been settled See Figure 23 22 CHAPTER 23 MANAGER OPERATIONS 201 OPEN ORDER ALERT REPORT This report shows all open orders that need to be settled Order 415 1 31 2012 9 36 18 AM Dine In 57 87 Employee Eleanor Powell Order 416 1 31 2012 9 37 24 AM Dine In 20 00 Employee Virginia McMath Order 417 1 31 2012 9 39 15 AM Dine In 12 88 Employee Eleanor
233. t of any size from a hot dog cart to a world famous five star eatery you can run it more efficiently with ALDELO POS The following screen displays the main form for the fictitious restaurant we will setup in this tutorial See Figure Intro 1 fien t raar Dine In Drive Thru Delivery e Ha Recall Delivery Status Settle Pay Out Credit Gift Certificate Cashier In Time Card Operations Back Office Figure GS 1 Upon completion you will have learned how to setup and operate your own restaurant with ALDELO POS 2 ALDELO FOR RESTAURANTS TRAINING MANUAL The ALDELO POS Setup Process OBJECTIVES Upon completion of this tutorial you will be able to Q Setup and install your network hardware and software m Setup and install your Point of Sale POS hardware Q Install and configure the ALDELO POS software Q Operate the software THE MAJOR STEPS There are two major parts to setting up ALDELO POS QO Installing the hardware Q Installing and configuring the software The following flow chart shows the steps required to setup ALDELO POS See Figure Intro 2 Determine POS hardware requirements Y Select locations for hardware devices Install network hardware y Install network software E Connect POS hardware to network Install ALDELO POS software Configure ALDELO POS software
234. t order created the oldest one based upon the time field Click the Edit Order button to return this order to the Order Entry screen SELECT TABLE NUMBER SCREEN From the main POS screen click the Dine In button Select one of the occupied table buttons to edit the order associated with that table SELECT ORDER TO SETTLE From the main POS screen click the Settle button On the Select Order To Settle screen click the Recall button next to the desired order The check appears in the Recalled Order screen See Figure 17 2 Note that with this method of order recall the order may only be printed or settled by Staff Bank The Edit Order button does not display on the Recalled Order screen Order 376 Table Dinei Chef Salad 1000 Island Plain Croutons Slivered Alm Pepperoni s Chicago Style Coca Cola Budweiser gt gt Ticket 5 lt lt 1 24 2012 2 59 10 PM Print Order Sub Total Tax Amount Due 21 94 1 62 23 56 To Staff Bank T Pager D Accept Figure 17 2 CHAPTER 17 RECALL PROCEDURES 147 ORDER ENTRY CHECKS BUTTON Whenever there are multiple checks at one table the Checks button on the Order Entry screen may be used to recall the orders Create two Dine In orders at the same table clicking the Done button after each order From the main POS screen click the Dine In button and select the table with multiple orders Click on one of the
235. t pops up enter the item weight again 50 and then click the v button The virtual label appears near the bottom of the screen and displays the item name the unit price the net weight and the total charge for the item See Figure 10 14 This information is also sent to your label printer A label is generated for the item that may be physically attached to the item packaging Click the Exit button when finished Note If your weight scale is integrated directly with ALDELO POS simply navigate to Misc Create Labels select from the list the menu item for which you wish to create the label place the menu item on the scale and then click the Print button to generate the label Return to Buffalo Wings in the Menu Item Editor and deselect the Order Item By Weight checkbox CHAPTER 10 DINE IN ORDERS 113 Buffalo Wings UNIT PRICE 5 95 UNIT PRICE Net Weight Buffalo Wings 5 95 Unit of Measure Expire Date Figure 10 14 RETAIL SCREEN Use the Retail screen to scan items that have a barcode From the Order Entry screen click the Misc button and then the Retail Screen button Barcodes may be entered manually by clicking the Manual Entry button Use the onscreen keypad to enter multiple quantities of an item Prices may be entered manually changed or looked up by clicking their respective buttons Orders may be split discounted surcharged or settled from this screen To return t
236. t prints The system returns to the main POS screen Figure 21 2 Payment by Check Create another order in ALDELO POS Settle the order by clicking the Check button The Check Scan screen appears See Figure 21 3 Enter the bank routing number in the appropriate field This is a nine digit number encoded on the lower portion of the check As soon as you enter the ninth digit the Checking Account field becomes enabled Enter the checking account number and the driver license number in their respective fields Click the Keyboard button to the right of the field if you wish to enter the number by using the onscreen keypad otherwise a hardware keyboard may be used At any time if a mistake is made in entering the numbers into these fields click the X button to the right of the Keyboard button to clear the entry Clicking the Verify button compares the check to the list of bad checks in the system If there is a previous bad check from the customer the screen displays the Alert Code Approval Declined or Manager Attention If not the check tendered screen appears Select one of the preset amount buttons or enter the check amount in the field and click the Enter button CHAPTER 21 ORDER SETTLEMENT PROCEDURES 163 Bank Routing Number 987654321 Checking Account Number 1234567890 Driver License Number A0123456 5 Verify Figure 21 3 P
237. t the Media Display Client software on this terminal Menu Item Sales By Category This feature of ALDELO POS generates a report showing the sales by category menu item and quantity of each A separate section also lists the same information by server The report may be filtered to show sales for only one category or sales for all categories From the main POS screen navigate to Operations Other Tools and click the Menu Item Sales By Category button Select a specific category from the drop down list of the Specific Menu Category Sales Report window or select All Categories and then click the Report button The report displays on the screen See Figure 23 23 It may be printed or exported to a text file Report From 1 1 2012 e Report To 1 31 2012 MENU ITEM SALES BY CATEGORY REPORT From 1 1 2012 To 1 31 2012 Sales By Category Budweiser Heineken BEER MENU ITEM NAME Apple Pie Buffalo wings Cheese 1 Cheese s Cheese Cake Chef Salad Chicken Salad Chocolate Cake French Fries Maine Lobster New York Steak Onion Rings Pasta Salad Pepperoni 1 Pepperoni s Pepperoni x Pork Chops Potato Skins Roasted Chicken Stuffed Jalapenos salad lt Figure 23 23 CHAPTER 23 MANAGER OPERATIONS 203 Sales By Menu Item Report The Sales By Menu Item Report button provides the user with a shortcut to the same report available from the Back Of
238. tAvailable For Drive Thru Orders Not Available For Delivery Orders Default Group For Dine In Orders Default Group For Bar Tab Orders Default Group For Other Orders m m Figure 7 27 CHAPTER 7 INFORMATION DATA ENTRY 51 Menu Group Editor In the Menu Group Editor enter the information from the table below Be sure to enter the Menu Groups on the Page 1 side of the screen in the same arrangement as in the table After each entry click the Done button select another square and repeat the process until all of the groups are entered When finished the Menu Groups screen should resemble the screen displayed in Figure 7 28 You may also select a picture to display on the face of the button by clicking the Ellipsis button next to the picture file field and navigating to the location of the file The file must be on the local station and installed in the Pictures folder of the ALDELO POS installation Note the options on the lower half of the screen that may be selected for this menu group item For our training purposes our Checkers restaurant will use the default values for these options You may create Menu Group Schedules to hide Menu Groups from the display during certain hours of the day This is useful for example to hide the breakfast menu from the display during the dinner hours Click the Menu Group Schedule button select a menu group and click the Add button Enter the beginning and ending t
239. ted date prints in a condensed format to save paper The report may only be printed it cannot be displayed Print this report only if absolutely necessary as it is very long and uses quite a lot of receipt paper Before using this feature be sure that the printer is loaded with sufficient paper to print the entire report Z Report A Z Report s Grand Total shows the cumulative total of all positive transactions that have been entered into the system since it was first installed This number cannot be changed for any reason This is a security measure and is required by law in some jurisdictions From the main POS screen navigate to Back Office gt Help gt Technical Support and click the F10 button on your keyboard to display the Registry Settings screen In the Key Name CHAPTER 23 MANAGER OPERATIONS 187 column click on Special Z Report and change the Key Value to YES by clicking the Edit button Return to the Revenue Center screen Before you can run a Z Report all orders must be closed and all cashiers including employees using Staff Bank must be signed out From the main POS screen navigate to Operations gt Revenue Center and click the Z Report button Next click the Create Z button to display the report See Figure 23 10 Use the arrow buttons at the bottom of the window to scroll through the report Click the Print button to print a hard copy of the report Z Closing Report 9 30 2012 Z 001769
240. ter General Pay Out Pay Out To Modesto Bee Newpaper Co Amount 47 63 Description Newspapers 1 15 1 21 Inv 78524713 1 24 2012 E Upper Move Case Down 1 24 2012 4 55 17 PM Figure 19 2 CHAPTER 19 CASHIER OPERATIONS 155 Note Most businesses require that the receipt and invoice be turned in with the employee s paperwork This provides proof that the pay out was made legitimately WAGE ADVANCE Employees sometimes ask for advances of their wages The Wage Advance feature of ALDELO POS accounts for wage advances and deducts it from their next normal payroll From the main POS screen click the Pay Out button Upon entering the Employee Access Code the Pay Out Type screen displays Click the Wage Advance button On the following screen select the button corresponding to the employee s name The Employee Wage Advance screen appears with the Pay Out To field pre populated Enter the amount and the description of the pay out and then click the v button See Figure 19 3 Employee Wage Advance Harold Nicholas Amount 100 00 Description Unexpected car repairs Figure 19 3 MANAGER CASH OUT Whenever too much cash accumulates in a cash drawer the manager may perform a Manager Cash Out to reduce the cash to a reasonable amount This excess cash is placed in a secure 156 ALDELO FOR RESTAUR
241. tered automatically when you enter the job title by clicking on the down arrow next to the Job Title field based on the default Security Level entered previously in the Job Titles screen See Figure 7 19 First Name Middle Initial Last Name Tax Account Number Area Code Phone No Mailing Address Mailing Postal Code Job Title Access Code Security Level MSR Card Yarborough William Preferred Language Engin Holiday Pay Scale Over Time Order Entry Sec Lang Employee is Driver Work Schedules Show All Employees Work Schedules Figure 7 19 Payroll Tab Navigate to Back Office gt Setup gt Employee Setup gt Employee Files gt Payroll Tab Enter the Hired Date and Tips Received status for each employee from the table above Here you may also select other options from the list of checkboxes below the Pay Rate field For each employee check the Schedule Not Enforced checkbox and the rest of the boxes that apply When you terminate an employee enter the termination date in the Terminated Date field and select the Hide Employee checkbox to prevent the employee s information from displaying in the list of active employees See Figure 7 20 44 ALDELO FOR RESTAURANTS TRAINING MANUAL General Hired Date Terminated Date Pay Basis Pay Rate Tips Received Use Staff Bank Use Hostess Features Schedule Not Enforced Is AServer Cannot Finalize Cashier Out Allow Create
242. th the list and the check The price also updates to reflect the reduced quantity Click the Reduce button three more times to reduce the quantity to one If an item has a quantity of one the Reduce button works identically to the Void Line button The Void button removes the entire line from the order no matter what the quantity The Reduce button diminishes the quantity of an item by one each time it is clicked Click the button to return to the Order Entry screen On the Order Entry screen click the Done button to send the order to the kitchen CHAPTER 10 DINE IN ORDERS 97 REORDERING ITEMS If a customer wants to order another of a previously ordered item using the Re Order button saves the user from having to ask the customer to repeat his or her preferences for that item Click the Dine In button and enter the access code 14 for Eleanor Powell Select table one two for the number of guests and order the items from the table below Force Forced Modifier Modifier Seat 1 2 Number Pork Entrees Chops F Fries Stmd Veg 1 Roasted Mashed French Entrees Chicken Potatoes Fries 2 Click the Re Order button A screen displays that is similar to the seat assignment screen See Figure 10 3 To order another item with the same modifiers select it from this screen Click the Done button when finished 1 Pork Chops French Fr Stmd Vegs Seat 1 Server Eleanor Station 1 Order New Order D
243. the following screen Finally click the Yes button on the Cashier In dialog screen to assign the cash tray to this new station CLOSING STAFF BANK To close Staff Bank all existing orders must first be closed or transferred to another server To close Staff Bank click the Time Card button on the main POS screen and enter the Employee Access Code On the Employee Time Card screen click the End Staff Bank button The Staff Bank Liability Report window displays Click the Print or OK button to continue to the Money Count screen From this point forward the procedure is identical to that of a cashier sign out except that the Withdraw Amount screen does not display Note If the starting amount for the employee using Staff Bank is provided by the restaurant this starting amount is included in the figure of total money expected from the employee If the employee provided the starting amount then only the net amount collected is included in this figure Clocking Out Any orders that an employee is responsible for must be settled or transferred to another server before the employee may clock out Please see Recall Procedures Batch Transfer in Chapter 17 of this manual for instructions on performing a batch transfer These instructions for clocking out also assume that the employee is currently clocked in Click the Time Card button on the main POS screen and enter the Employee Access Code Click the Clock Out button The Clock Out Tim
244. the recipe units from the case of 12 bottles rather than the case of 16 bottles If you look at the Menu Recipe Editor again and select Screwdriver from the Menu Item Name list you see that Orange Juice has been replaced with Orange_Juice in the ingredients list Figure 7 47 In the Menu Recipe Editor screen select Modifier Recipes from the dropdown list in the upper left corner Here we enter the recipes for our modifiers thus enabling the software to deplete the inventory of the modifier ingredients as they are used Now click the New Modifier Recipe button A virtual keyboard pops up Enter Mod Ketchup via the keyboard and click the v button Next double click inside the Inventory Item Name field This displays the list of inventory items entered previously in the Inventory Items screen Select Ketchup from the list and enter 1 in the Units Used field Click the Add button to commit this ingredient to the Inventory Item Name list 74 ALDELO FOR RESTAURANTS TRAINING MANUAL Click the Save button to complete the entry If you make a mistake an ingredient may be removed from the list by selecting it and clicking the Remove button If you make a mistake in the Modifier Recipe Name it may be corrected by clicking the Edit Modifier Recipe Name button Enter the rest of the Modifier Recipes for the modifiers listed in the table below Click the Save button after each entry When finished click the Close button See
245. thod Cash Payment Source Figure 23 3 Auto Pay All Open Deliveries To use this feature the Blind Cashier Close Out checkbox must be selected under Back Office gt Store Settings gt Revenue Tab gt Cashier Tab In ALDELO POS create several delivery orders and mark them as delivery completed but do not settle them From the main POS screen navigate to Operations gt Receive Payments and click the Auto Pay All Open Deliveries button The Auto Pay All Open Deliveries window displays asking the user to confirm the action Click the Yes button to complete the payment Navigate to Back Office gt Store Settings gt Revenue Tab gt Cashier Tab and deselect the Blind Cashier Close Out checkbox Click the Save and Done buttons REVENUE CENTER This button on the Operations Center screen enables a manager to transfer orders to the next business day when in 24 Hour Operation Mode and prepare bank deposits as well as view and print a multitude of reports See Figure 23 4 Access it by clicking the Operations button on the main POS screen CHAPTER 23 MANAGER OPERATIONS 181 Em amp Closing Report Gift Certificate List Re Open Cashier Revenue Center a gt ges g 2 Report Cust Credit List Re Open Deposit Frequent Diners In House Charge e Inventory Activities Register Report Bad Check
246. tickers to attach to inventory items This feature requires the use of an Aldelo certified label printer using 1 X 3 labels From the main POS screen navigate to Back Office gt Activities gt Inventory Activities and click on Create Inventory Item Labels The Inventory Item Label Generator screen displays See Figure 24 22 Select the search method in the upper left of the screen If the Select Inventory Items with Barcode method is chosen the Filter By Inventory Vendor and Filter By Inventory Group drop down lists become enabled If desired select a filter from one or both of the lists and then enter the number of copies desired in the Total Copies To Print For Each Label field Next click the Search button The inventory items that fit the search criteria display as a list If labels are not needed for some of the items in this list deselect the checkboxes next to the items descriptions Finally click the Print button to send the job to the printer CHAPTER 24 MAINTENANCE ACTIVITIES 229 All Inventory Items with Barcode Select Inventory Items with Barcode Filter By Inventory Vendor Filter By Inventory Group Total Copies To Print For Each Label Apple Pie 403901010708 Butter 4039030107 16 French Fries 403907010712 Mixed Vegetables 403908010711 New York Steak 403909010910 Onion Rings 403910010716 Potatoes 07170717 Sour Cream 03366133 Stuffed Jalapefios 077775726121
247. tion T Credit Limitations Limitations May Apply See Store For Details Credit Status Void Reason Figure 24 18 MAINTAIN GIFT CERTIFICATES The Maintain Gift Certificates screen allows the user to view all gift certificates From the main POS screen navigate to Back Office Activities Customer Activities and click on Maintain Gift Certificates The Maintain Gift Certificates window displays See Figure 24 19 Select an account to view from the column on the left The only field you can edit is the Status field If you make any changes click the Save and Done buttons to save them If no changes are made click the Cancel button to exit For a detailed description of each field see Customer Activities Maintain Gift Certificates in Chapter 22 of the ALDELO POS User Manual CHAPTER 24 MAINTENANCE ACTIVITIES 225 Gift Certificate Number a Issued Date Time 6121 2012 3 29 52PM Account Number pooo Authorized By Dave ventura Issued To Presented By Issued Amount Expiration Date Status Void Reason Figure 24 19 New BAD CHECK If your business receives a returned check from the bank enter it into the Bad Check Editor From the main POS screen navigate to Back Office gt Activities gt Customer Activities and click on New Bad Check The Bad Check Editor screen displays See Figure 24 20 Enter the necessary information from the check into th
248. to the driver Click the Done button to return to the main POS screen 138 ALDELO FOR RESTAURANTS TRAINING MANUAL Driver Ini _ _ X X X XJX william Yarborough Robe Departure I Ticket 3 Order 374 1300 St Elapsed 7 Minutes EL DELL ERA Figure 15 1 DRIVER ARRIVAL From the main POS screen click the Driver button Select Robert Johnson and click the Arrival button When prompted to Mark your Assigned Delivery Orders as Arrived click the Yes button Click the OK button on the confirmation screen Next click the Money Drop button When prompted for the Employee Access Code enter 7 for Robert Johnson The Driver Money Drop Report screen displays allowing the driver to review the amounts due from his completed deliveries After reviewing the screen click the OK button At this point the driver turns over the money he has collected from the customers to the cashier The cashier login screen appears Enter 3 for Joan Brodel and click the button The Money Count screen displays allowing the cashier to enter the money received in one of two ways by entering the count of each denomination on the left side of the screen or by clicking the Additional Cash button and entering the total amount in the Additional Cash window Notice that the amount expected from the driver displays in the title bar of the Money Count screen Click the Fin
249. tor feature of ALDELO POS From the main POS screen navigate to Back Office gt Setup gt Menu Setup gt Menu Items From Menu Groups select Appetizers from the Menu Groups list and then click the Buffalo Wings button On the Page 1 Tab select the Order Item By Weight checkbox Click the Save and Done buttons Exit back to the main POS screen 112 ALDELO FOR RESTAURANTS TRAINING MANUAL Enter the following order into the system Tabie wj re Since we are now ordering this item by weight after clicking the Buffalo Wings button you are prompted to enter the weight quantity of the item Enter 50 The decimal point is placed automatically so that 50 translates to 0 50 units Buffalo wings are 5 95 per unit so 0 50 units sells for 2 98 Note If the decimal point is placed incorrectly or not at all navigate to Back Office gt Station Settings gt Other Options Tab gt Extra Settings and adjust the Weight Scale Decimals Key Value to match the decimal capacity of your scale Now from the Order Entry screen navigate to Misc gt Create Labels The Label Generator screen appears If necessary enter your units 1b in the unit of measure field in the lower left corner of the screen If desired the product expiration date may also be entered by clicking the Ellipsis button next to the Expire Date field and using the Date Picker control to enter the date Click the Print button Using the onscreen keypad tha
250. uired to reach the separate screens containing these buttons when using the normal Order Entry screen See Figure 16 1 The Quick Service auto logout feature automatically logs the user out upon the completion of the order This may also be handled manually by using the Change Server button Now navigate to Back Office gt Station Settings gt Quick Service Tab and deselect the Dine In Use Quick Service Order Screen checkbox Click the Save and Done buttons ONLY Aldelo Authorized Reselle Onion Rings Order New Order Dine In Table Dine21 Stuffed 1 24 2012 1 38 13 PM Potato Skins Jalapefios Amount Due m Discount Change Change Modifiers Price Server Discount Surcharge Credit Combine Customer Cust Checks Recall Order Split Order Order Lookup Assign No Seats Kitchen Bar To Exit Secondary Barcode Clear Order Go Back Misc Done Language 1 24 2012 1 38 46 PM Station 1 Cash Tray 1 Cashier Joan Brodel No Sale Details Gratuity Tax Exempt Figure 16 1 144 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 17 RECALL PROCEDURES 145 Chapter 17 Recall Procedures Whenever you must change an order use the Recall feature of ALDELO POS Recall Operations Recall an order when you must edit it to change the table number add menu items change the number of guests etc There are several ways to recall an order in ALDELO POS Create three Dine In orders cl
251. up Total Copies To Print For Each Label Vi Cheese 1 01234567891013 11 99 V Cheese m 01234567891012 9 99 M Cheese s 01234567891011 7 99 Cheese x 01234567891014 13 99 Pepperoni 1 012345678791023 13 99 Pepperoni m 01234567891022 11 99 Pepperoni s 01234567891021 9 99 x 01234567891024 15 99 Figure 24 7 Select the search method in the upper left corner of the screen If the Select Menu Items with Barcode method is chosen the Filter By Menu Category and Filter By Menu Group drop down lists become enabled Select a filter from one of the lists and then enter the number of copies desired in the Total Copies To Print For Each Label field Next click the Search button The selected items display If you do not need labels for some of the items in the list deselect the checkboxes next to those items descriptions Finally click the Print button to send the job to the printer MAINTAIN PAY OUTS The Maintain Pay Outs feature of ALDELO POS allows the user to view the information that was entered when a pay out was created You may only view the information you may not edit it From the main POS screen navigate to Back Office Activities General Activities and click on Maintain Pay Outs The Maintain Pay Outs screen displays See Figure 24 8 Select a pay out from the list on the left to view its information 214 ALDELO FOR RESTAU
252. urant sells See Figure 7 37 Notice the fields are already populated with information since we setup the pizzas in the Menu Items section previously Additional pizzas may be entered by clicking the Add button to display the Pizza Editor screen To edit a pizza select the pizza from the list and click the Edit button to display the Menu Item Editor The Menu Items button is a shortcut to the Menu Items screen When finished click the Done button 60 ALDELO FOR RESTAURANTS TRAINING MANUAL Figure 7 37 MODIFIER BUILDER SETUP In ALDELO POS navigate to Back Office gt Setup gt Menu Setup gt Modifier Builder Setup Here we create templates of modifiers that we assign to individual menu items In the Modifier Builder Template Setup window click the New button Enter Baked Potato Template into the field at the upper left of the screen Click the Save button A list of default category buttons displays Click the button to the right of the Taste category In the small screen that displays change the Modifier Builder Type Name to Toppings For the Default Action select Add Leave the Minimum Selections field blank or optionally enter 0 This indicates that there is no minimum the customer may order the baked potato without toppings if desired Change the Maximum Selections field to 3 This allows the customer to choose up to three toppings for the baked potato When finished click the Done button Since we do
253. ve from check 1 to check 2 See Figure 10 5 Onion Rings Pasta Salad Tuna Salad Budweiser Diet Coke Scotch Bloody Mary Vanilla Ice Cream Vanilla Ice Cream nth SSS ee Figure 10 5 If the items in the order are assigned to individual seats the order may be split another way Re enter the order from the table on the previous page Assign the items to their respective seats Click the Split button at the bottom of the Order Entry screen On the Split Order screen click the Add button to display a blank second check Click the By Menu Item button If the button does not appear at the bottom of the screen click the By Seat button The caption changes to By Menu Item Click the button again Now click on any item assigned to seat 2 All of the items assigned to seat 2 are highlighted Click anywhere on the blank check and those items move from check 1 to check 2 COMBINING ORDERS Orders may be combined as well as split One member of a party may decide to buy for the others or a couple that had previously asked for separate checks may change their minds The Combine feature of ALDELO POS makes this easy to handle CHAPTER 10 DINE IN ORDERS 101 Create the three separate orders as listed in the table below Order 1 Order 2 Order 3 Potato S kins Onion Rings Buffalo W_ings Chicken Salad Tuna Salad Pasta Salad Now recall the first
254. w Freq Diner button Enter the customer s phone number If an account already exists under that phone number the Account Already Established window appears If an account does not already exist the New Freq Diner window displays See Figure 23 11 Enter the required information and click the v button to add the new frequent diner New Freq Diner 209 555 6789 Joan McFall Mailing Address 543 Kenilworth Avenue Postal Code 95355 Modesto CA MSR Card First Name E mail jmcfall ghi com Upper Move Case Down 1 30 2012 4 11 14 Figure 23 11 Note When you create a new frequent diner a new customer record is created as well Track Order The Track Order feature of ALDELO POS is used to link orders to members of the Frequent Diner program From the main POS screen navigate to Operations gt Frequent Diners and click the Track Order button Enter the customer s phone number and then enter the order number The Order CHAPTER 23 MANAGER OPERATIONS 189 Already Tracked screen displays if the order has already been linked to one of the frequent diners If not the order is added to the frequent diner s account Redemption From the main POS screen navigate to Operations gt Frequent Diners and click the Redemption button Enter the customer s phone number and the amount of credit to be given to the customer A Freq
255. with the Microsoft Jet 4 database engine This utility may be run to recover corrupted databases Although you can run the Compact Database method with the Microsoft Jet 4 database engine the Jet Compact Utility may be able to recover some databases that these utilities cannot The reason for this is that the Compact Database method attempts to open and close a database before attempting to compact it In certain cases where these utilities may not be able to reopen the database Compact will be unable to proceed preventing recovery of the database The Jet Compact Utility does not attempt to open and close the database before compacting and may therefore be able to recover some databases that the Compact Database method cannot To use the Jet Compact Utility from the main POS screen navigate to Back Office gt Help gt Technical Support and then press the F12 key on your keyboard Enter 05338942 into the password screen and click the Enter button A message asks you to confirm that all client stations are shut down Double check to make sure that they are shut down and click the Yes button Next a message asks if any error messages displayed during the compaction process If none displayed and Jet Compact completed successfully click the Yes button Backup Database The Backup Database feature of ALDELO POS allows the user to create backup copies of the database to be used in case your live database somehow becomes corrupted The backup
256. y Activities Phy Count Sheet in Chapter 23 of this manual From the main POS screen navigate to Back Office gt Activities gt Inventory Activities and click on Physical Inventory Count The Physical Inventory Count screen displays See Figure 24 24 CHAPTER 24 MAINTENANCE ACTIVITIES 231 Highlight an item from the list and type in the new quantity Next click on the cell in the Adjustment Reason column that corresponds to the inventory item you are working on Select a reason for the adjustment in the Select Adjustment Reason window by clicking on the appropriate button Repeat this procedure for each item in the list that must be changed Be sure to enter the total quantity on hand of each item not the additional quantity added since the last count When all changes are finished click the Record button to commit the changes to the system and exit the window If using a scanning device to count your inventory import the information from the device into a text file on your computer Click the Inv Download button and navigate to the location of the file Click the Open button to bring the information into the Physical Inventory Count window Physical Inventory Item Name Orig Qty Pack Size Desc New Qty Qty Used Adjustment Reason Potatoes 3 00 3 20 Ib bags fresh 2 33 0 67 Spoilage Bloody Mary Mix 0 61 12 1 quart bottles Bacon Bits 2 43 6 4 oz jars 2 6 0 17 Transfer In Slivered Almonds 5 40 12 6 oz jars 74 2 00 Non PO Pur
257. ystem and the number of clients currently logged onto the system are displayed at the bottom of the window If there are more clients logged on than the maximum number allowed shut down any client connections that are expendable by selecting their respective checkboxes and then clicking the Shut Down Clients button Aldelo For Restaurants Client s Currently Logged In Selectthe client s you wish to shut down and then click the Shut Down Clients button This will let you shut down clients on other systems and free up used client licenses for other networked stations You can also use this to clear out clients which has been inactive due to system abnormal exits 2 1 2012 11 50 51 AM DAVIDVENTURA lt lt lt THIS COMPUTER 5 Maximum Clients Allowed 1 Clients Currently Logged In Shut Down Clients Figure 24 25 REMOVE ALL ACCESS DENIED LOGS This feature of ALDELO POS allows the user to remove all of the recorded access denied logs From the main POS screen navigate to Back Office gt Activities gt Maintenance Activities and click on Remove All Access Denied Logs When prompted to confirm the deletion click the Yes button When finished compact the database Removing the database s empty space allows it to run more efficiently CHAPTER 24 MAINTENANCE ACTIVITIES 233 REMOVE ALL CALLER ID LOGS This feature of ALDELO POS allows the user to remove all of the recorded caller ID logs From the main POS screen

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