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POSTraining - SunrisePOS and More, Inc.

1. Access Code Preferred Language English o Holiday Pay Scale Over Time Order Entry Sec Lang Employee is Driver Work Schedules CI Show All Employees Figure 7 13 Payroll Tab Navigate to Back Office gt Setup gt Employee Setup gt Employee Files Click on the Payroll tab Enter the Hire Date and Tips Received status for each employee from the table on the previous page 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 see Figure 7 14 When an employee is terminated enter the termination date in the Terminated Date field and click the Hide Employee checkbox to prevent the employee s information from displaying in the list of active employees CHAPTER 7 INFORMATION DATA ENTRY 37 Employees Last Name i Payroll Austerlitz Frederick James Hired Date 2 4 2005 Joan Terminated Date Foster 7 Johnnie Hourly Frances Pay Rate 12 Robert Eugene Thomas Tips Received Use Staff Bank Use Hostess Features McWilliams Julia Schedule Not Enforced Murphy George Is A Server Nicholas Harold Powell Eleanor Smith Jeff Allow Create Reply Emails Cannot Finalize Cashier Out Ventura Dave Disallow Create Edit Dine In Orders Yarborough William Disallow Create Edit Bar Tab O
2. XR 15 PRINTER SHARING set DURO RB ERUIT EEE RS 16 TESTING VY OUR PRINTERS ette ace ee bete 17 OTHER HARDWARE DEVICES eret eot ye ie eto tee ee nds 18 CHAPTER 6 POS SOFTWARE INSTALLATION ssssccssssscscssssscesssscccsssscccessccccscssccccsssecccesssecceesssecseses 19 INSTALLING THE SOFTWARE inei ROI RORIS eim Ende 19 DISPLAY ADJUSTMENT S iiie 20 SHARING THE DATABASE HOLDER 07 21 SELECTING THE en rore e rte 21 CHAPTER 7 INFORMATION DATA ENTRY scccssssscsssssccsssssccssssscccssssccsessscccecssscccssseccecssseccecsssecseses 23 GENERAL SETTINGS entum tam GI tus CRI 23 SLOPES CHING Ss s ss dq md Ah coy ete 23 Station SEIN GS cassa ope Beste eger sited oe see iei prose d lee Nate i dhe re e eee 25 Postal Codes 4i eiu idet EON EB hi ui tiet 26 Delivery Streets i ed err sad ed eee era e PEE e EE dence eq 27 Cash TYOyS ie e Sed et RI ee rtp t debet te dee eee ete 28 28 DiS COURS RAS er S eee ea e E e e 29 Bank CarmnbEil ss ets es eu nta 30 BGG Check Reasons ss teu e eet hte deme e Ld eme D UU 31 Bad Check Pen lties 5 sk e eee Bch Si AER REE 32 Custom Printer Types ee iege E HR e eO E Ge 33 EMPLOYEE SETUP
3. eene nennen rene 123 nb RUM HM ELA 29 96 iei dee tei dpi dpi pave n Ee d pepe de yer dte Re ER 20 Drive Thru Order Entry o teo e EIE PR tS EEE e REL ERE TER 123 Drive Thr ne ed eae a ch aii Re eee 123 Driver it cr nee aed TO FRED t eet he DE OE HH RU DR PRSE 128 Driver Dispatch Screen Assignment este edid ne UU RC Ue e ee lesions 127 E Earnings rom P n 74 Editing Time Cards uode RR tete t bei e 161 Employee files Driver Tab toe io etiquette 37 Employee Piles a O 22 34 General oR eee 22 34 231 Notes Labia reet esce take eec rire E 38 Payroll Tab ie seta e eben e ee bpm 36 Employee Schedules eee 39 o eene tton e on idu e Here ier yeso 22 33 End User Licensing Agreement EULA nennen tren reet tenete 19 Export Menu Item Sales Re mA hi ee e netu eine ues 200 Exportne Data entem rer RETREAT leon FREE RE er ances RES 225 EXportin amp Reports oct 227 F Follow Up Bad Ch eck neto te pari O ru p Dr pU e ERR 210 Forced Modifiers drei ecelesie et Pe 59 111
4. 152 Settling in the Main 5 5 6 a E a 147 Charging to Room nece tbe eene EESE 152 Complimentary Meals o netten re e edu p Her etuer er tito 151 In House Charge Accounts Hess RIO 150 Payment by Cash i eU ad epe ea Us 148 Payment by Check pite Ote re RR IP DC avs Bua 148 Payment by Credit Card RR 149 Payment by Gift Card 5 RU ec eee 149 Settling from the Order Entry 152 Setting Using Driver 153 settling Using Staff eee reote dee eder pee i 152 Sharing the Database piste 21 Show Driver Dispatch eee ee eR HE a ere RR 128 Splitting 93 Dc PE 75 Start with the Demo Database eesseseeseeeeseeeeee eene nennen enne entente entente entente enne See Database Demo Starting Stati Bank esent eene babe a t bee REB TI Starting the Bank iiie aeo eme temet bte tree eem pU De De neterore oir 75 LATION NAMES PT 28 Station SOLAN GS e EORR e Ut ime iet erii e dent 22 25 Store Settings EE 22 23 89 128 SUCCHAL BES Pm 28 96 T Table Setup UD ORO 41 Tak O t Order
5. 104 Custom Printer Types e D EORR 33 Customer e rer t be on Her E 201 D Database Create EE e 21 Dat base Demo 3o RH ern niet ttu get 21 Database I Will Select My trennen eren een eene eren enne enne 21 Database LA OAS ERE RE m epe 221 Database Limits cater erento etie pim OR DRE eU 221 Database Maintenance der rete ep ie e eg ete etie decli c e erret 221 Datab se Support amp Files eU eto petet pe EET te Lb euer 221 Default Delivery Assignment ere erit eee aere tee EY ERE e ep eue E YER REPRE 127 Delete Master RE HIE SURE ETE 217 Delivery Directions and Route Planning aseisiin a e ne eene nennen een rennen tnnt 129 Delivery Order Entry ono ime e ote Oe Deed eI t ote tee t Us 125 Dehvery Orders seat eed eoe e adeo bte see E 125 Delhvyery Procedures is sacks teo RH tetti EH RET ERE RR aet M E E 127 nee o ene ee e la edi en od ete ed e e e eite o 27 Din In OCG Orsi sas Pc tose se Bee a ve EE 87 Dine In Table Groups uS Rene UU Dane 41 Table Group Editor irri t Debet HE DR Heri D 42 Dine In Tables nth Ue editus tad Grut nione deret tee 43 Dine In Table Editor esee RE RU eR t ge 44 Disable Drive Thru Timing Feature
6. 163 Pay In House Charges deed RE Rodel Er Re RR a ee 163 Recharging Gift Cards RR yates che 146 Refresh Cumulative Grand Total 218 rate t teste ie be 143 Registering amp Activating Aldelo For Restaurants eene enne enne 19 Releasing a Hold ees ete pet oae 93 RemoveAll Access Demed Lops re te eese ded deus etie Be ete pede dee 216 Remove All Caller qe BRE E EEUU 216 Remove All Customer Names From Orders sess enne 217 Remove All Redeemed Gift Certificate MSR Card Information eseeeeeeeeeeeeeeee nennen 217 Remove Prior Manager Cash eese dee tc Sedi en Ee Ue Ue e re 217 Remove ecu eite tee 217 R e Opening a Cash Drawer retener bebe dete ee ie eee 163 171 Re Opening an Order Reverting nece eure D RED 162 Reordeting Items gere rre A Ee o eos fue E p er el to 91 RE POLES REP 226 Requirements POS Hardware iei EU tree HIR 5 erteilen sec ANT 79 80 Retail Sereen EP 107 Revenue Center i Re ditate
7. Ice Cream Now recall the order using 3 as the Employee Access Code when prompted cashier Joan Brodel Select 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 are displayed in reports as such 152 ALDELO FOR RESTAURANTS TRAINING MANUAL Note In Back Office gt Store Settings gt Other gt Taxes gt Other Options there is a setting to determine if the discount is applied after the taxes Leaving the checkbox blank applies the taxes to the pre discounted amount Selecting the checkbox reduces the tax amount on the total order by applying tax to the discounted amount If the residual balance due is not as expected check this setting a similar setting is available for applying credit after taxes Charging to a Room An order may be settled by charging it to the customer s room This requires that the Aldelo Hotel Integrator be enabled 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 Fro
8. 179 Add Cash To Bank RR eo etra IR I eee 182 opm e epar RH 180 Calculat sess 182 Caller ID 179 Caler ID epe ter ER GI 179 Customer Incidents rrt 179 eU ret 183 Edit Work Schedles code 181 Emp Still Working Ws Soa att he ee eedem oe es A i 182 Menu Item Sales By Category eei repe DO RR HOP IEEE 185 Open Order Leon en eck id p Her ei er tton 184 Sales By Category Report ueste Uer e iere RE e ve bubbles 186 Sales By Menu Item tee heb ae HEADER ies oe eS edere ele 187 Server Gratuity Report tete i Pr Rei ee trae e eens 188 To Traing Mode tite ste petente E RU erret 181 P Packet Loss Informatio fete erp rende intercede te ded 13 Une aei petu P I EM iE 191 MEC H E cM 141 142 143 21 Physical Inventory Colt ena iate ER DR UN aoo RU EU Rn Uii 178 214 Ping Command a uae penetret Iu E Deo lees 13 Pizza Bilder Set p Eneas eem EEEE i 51 Crusts T b a I teo HERE M NER RSS 51 PIZZAS TV AD e e
9. tee e DRE ORO 226 erepto ie et d eed e ete dete tend edt ege eter 173 Create In House Statements esee eer eee reum e EINE PER SPARE aeter quebec eve eres Saepe erue reed 174 Customer Files reete etin eR EXER OU EI OV er D EU RR s 175 In House Account Lister Dt ERO PEPERIT VARY ETE ERE ERR PEE EE 174 Maintain In House Statements ie rte ute vede iem bes 173 Information Data Entry ette eO T edite iet eee bert IR de ERE ee ee e e 23 30 33 Installing the Software eese netten teen E E EEEa E E See POS Software Installation Installing the Termin l 15 INVENTORY ie 175 210 211 Inv Prep Forecast cuss ch ie UE 178 Inventory Items Ue meo tee de ATO Re He ee the ae te eee 179 Menu Recipe Editor enne tpe 179 INOW vars caches eee eet eee 176 Phy Count Sbeet ccn ideae t Ree ek 177 Phy Inv Count dei r RUDI eed aes dele Relate bI DES 178 232 ALDELO FOR RESTAURANTS TRAINING MANUAL Receive I M ER 176 R view een eie ie ehe dr ite eie eam rr pu 176 Shopping List tee oreet Dee 175 Inventory GrOUDS petere rod iae rrr nte ed e n t e t tet 60 Inventory tems 5 aite E IU bb e igen e pH ee eH 62 179 Inventory Eocat
10. Alternate DNS server Figure 4 2 Testing Your Network Now that we have configured the network we are ready to test to see if the network is operational We perform the Ping command in MS DOS Click on the Start button and select Run Type command in the open field of the Run dialog screen The MS DOS screen appears Enter PING w x y z where wxyz is the IP address of another computer that you specified earlier in the setup For example to test the server computer from one of the other POS stations use ping 192 168 0 1 and press the Enter key to issue the command Check to see if there are any replies In addition check out the Packet Loss information This value should be zero to denote that your network is successfully configured If your PING result 14 ALDELO FOR RESTAURANTS TRAINING MANUAL indicates failure check your cabling and settings If the problem persists consult with a qualified network technician to check out your 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
11. Discount Group Definition Hide Discount L1 Exclude Bar Drinks L1 Discount Barcode Menu Item To Discount Figure 7 8 BANK CARD FILES Aldelo For Restaurants allows you to maintain information on the banks associated with the bad checks that your restaurant may receive Navigate to Back Office Setup General Settings Bank Card Files Enter the information from the table below into the Bank Card CHAPTER 7 INFORMATION DATA ENTRY 31 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 see Figure 7 9 Verify Funds Bank Name Phone Number By Phone 209 555 2468 Bank Card Files Bank Name Bank of America Bank Name Bank of the West Bank of the West Phone Number 209 555 2468 Washington Mutual Well Fargo Bank Verify Funds By Phone Hide Bank Card File L1 b Figure 7 9 BAD CHECK REASONS Navigate to Back Office Setup General Settings Bad Check Reasons Here we maintain a list of all the possible reasons why the bank returns a check Enter the information as seen in Figure 7 7 into the Bad Check Reasons screen After each entry click the Save button To enter another reason click the
12. SSAA oe EE 221 HENARES PE 221 221 AROS AGH G a it dee e ec dei iere 221 DATABASE ENGINE 221 DATABASE LIMITS hee EN etm A RR eS 221 COMPACT DATABASE IEEE ERES 222 JET COMPACT UTILFEIY 5 ert re BG C REI GRE ese ee ol eee 222 BACKUP DATABASE onem at eei ue dais 222 CHAPTER 26 IMPORT EXPORT ee eee eee en ennt tatu 225 EXPORTING DATA ER E ea held at UM A 225 IMPORT DATA nonus SE nee ated Saeed AO BR eee Meee ee 225 IMPORT NEW RESOURCE enne 226 eeiam A eS ee ee HA es 226 EXPORTING REPORTS 2 Si hee eet ben ed 227 229 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 For Restaurants You will see why Aldelo For Restaurants is the industry leader in restaurant management software Aldelo For Restaurants 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 r
13. C Custom Printer Types Postal Codes Cl Job Titles O Menu Categories Status Figure 26 1 Import New Resource Database Table Groups C Surcharges C Discounts C Cash Trays C Bank Card Files C Bad Check Reasons C Bad Check Penalties Inventory Groups Cancel This feature of Aldelo For Restaurants allows the user to import a new language database file named adRes imp created in the Aldelo Localization Utility This file holds all the strings for the software Changing the strings lets you run Aldelo For Restaurants in another language For detailed information on creating language databases please see the Aldelo Localization Utility manual Reports Aldelo For Restaurants contains a multitude of built in reports that may be accessed from the main POS screen by navigating to Back Office 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 User Manual CHAPTER 26 IMPORT EXPORT 227 Exporting Reports All of the reports built into Aldelo For Restaurants 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 228 ALDELO FOR RESTAURANTS TRAINING MANUAL INDEX 229 Index A Access Control Romei nonet Atene eam Lee RET 21 Adda Customer to the Wa
14. Size Topping Name Secondary Language Topping Price Size 1 Anchovies s 0 50 Size 1 Bell Peppers s 0 25 Size 1 Mushrooms s 0 50 Size 1 Olives s 0 40 Size 1 Pepperoni s 0 50 Size 1 Sausage s 0 50 Size2 Anchovies m 0 75 Size2 Bell Peppers m 0 50 Size 2 Mushrooms m 0 75 Size2 Olives m 0 65 Size2 Pepperoni m 0 75 Size2 Sausage m 0 75 Size3 Anchovies l 1 00 Size3 Bell Peppers I 0 75 Size 3 Mushrooms 1 1 00 Size3 Olives I 0 90 Size 3 Pepperoni I 1 00 Size 3 Sausage 1 00 Size 4 Anchovies x 1 25 Size4 Bell Peppers x 1 00 Figure 7 33 Pizzas Tab In Aldelo For Restaurants navigate to Back Office Setup Menu Setup Pizza Builder Setup and click on the Pizzas tab Here we define the pizzas our restaurant sells see Figure 7 34 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 54 ALDELO FOR RESTAURANTS TRAINING MANUAL Pizza Builder Setup Toppings Pizzas Pizza Name Secondary Language Default Unit Price Cheese s 7 99 Pepperoni s 9 99 Cheese m 9 99 Pepperoni m 11 99 C
15. 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 Store Settings Print Staff CRM Products d Order Entry Other General Taxes Services Revenue Receipts Dine In Take Out Drive Thru Delivery v Delivery Alias Name Show Retail Screen Tax Exempt OOF Delivery Automatic Surcharge Prompt for customer name at delivery completion Show Driver Dispatch Screen Enable Driver Money Drop Enable Popup Streets Round Delivery Total To Next Quarter SOOO Delivery Charge Delivery Comp Chained Delivery Charge Comp Per Trip Delivery Charge Comp Per Menu Item Delivery Charge Percent Based Delivery Comp Percent Based OOOO e i Figure 14 1 Next click on the Taxes tab and open the Tax 1 tab Make sure the Apply Tax On Delivery Charge checkbox is not checked 126 ALDELO FOR RESTAURANTS TRAINING MANUAL Finally navigate to Back Office gt Station Settings gt Other Options gt Extra Settings On the Registry Settings screen scroll dow
16. eer EUREN ER ELSE REF e QU E SEP RES EE S e tu que EC ERE ERU E Fer 172 Freq Diner Acct ast ueniet Venen eho S 173 New Freg Diner inserere 172 oe ene pon RIE 173 Track Et teda et eee e 172 G General eer REESE ene 191 General Pay Hae eina us 142 General Settings TE S Eee ipe rere 23 24 Gift Card Procedures iicet ette cttm t ie bites emere leto ea 145 Global Menu Item Price Chan ge eee pe eed rect te dt eee eb 199 Global Replace Inventory Items eese enne nnne tren tren nest eren etre enne Ero apn a 66 pete 104 156 Halt Orders ei ERAI OO ERROR IM EUR MERE 95 Happy Bout ortae ere RR ERE Dre 50 Hardware Device Locations 7 RE 5 Folding aie bab P ede beo te eee te ee thee 92 Hostess Paging Setup eene e D HE TRENT ROTER HR 23 82 FIOStESS PLOCEGUIES En 79 1 I Will Select My Own See Database I Will Select My Own Import Export ete t RE e 225 Import Data Ree Ae eek ete Re elie Re ee Bln Eee abs 225 Import New Resource Database
17. navigate to Employee Setup and click on Employee Files This displays the Employees screen 7 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 will be able to access all features 8 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 User Manual CHAPTER 7 INFORMATION DATA ENTRY 23 Chapter 7 Information Data Entry In this section we will enter the data required for our Checkers restaurant Just as in a real restaurant we will not touch on every setting described in the User Manual Follow along in the User Manual to see what settings will be different for your own specific application General Settings STORE SETTINGS In Aldelo For Restaurants navigate to Back Office gt Setup gt General Settings gt Store Settings this screen may also be accessed by navigating to Back Office and selecting Store Settings under Common Tasks Notice that this screen has ten tabs under whi
18. the price for the toppings is charged proportionally to each portion of the pizza Click the Done button when finished CHAPTER 11 BAR TAB ORDERS 115 Chapter 11 Bar Tab Orders Bar Tab Order Entry To use a terminal to create bar tabs some settings must be changed in Aldelo For Restaurants Navigate to Back Office gt Station Settings gt Other Options Click the checkboxes next to Enable bar tab services for this station and Skip Table Bar Tab Type Selection for Dine In 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 not known Enter the following description of the customer by using the buttons in the height gender hat and clothing color categories see Figure 11 1 mM ea es eee olor ee EE 116 ALDELO FOR RESTAURANTS TRAINING MANUAL Select Customer Attribute
19. Aldelo Systems Inc Ordered Items 1 New York Steak 16 95 1 Heineken 3 85 1 Chef Salad JE Sec Language 6 Additional Cost Modifier Name Selected Modifiers 1 2 2007 9 33 52 Station 2 1 Cashier Joan Brodel Figure 10 17 FORCED MODIFIERS Before Forced Modifiers can be used they must be setup by navigating to Back Office gt Setup gt Menu Setup gt Forced Modifiers In the Order Entry screen Forced Modifiers popup immediately after selection of a menu item that has Forced Modifiers created for it Select one of the modifiers and the next modifier will popup This continues until all levels of modifiers have been selected The maximum number of levels is seven At any time the Finish button may be clicked to exit the Forced Modifiers screen The remaining modifiers for the menu item are skipped The Finish button may be disabled thereby requiring a selection for all levels of modifiers attached to the menu item To do this navigate to Back Office gt Store Settings gt Products gt Modifiers and select the Disable FINISH button in Forced Modifiers checkbox MODIFIER BUILDER TEMPLATE Before Modifier Builder Templates can be used they must be setup by navigating to Back Office Setup Menu Setup Modifier Builder Setup Continuing with the order we entered previously add a baked potato to the order for guest two The Modifier Builder Template s
20. Filter By Menu Category Filter By Menu Group Pizzas Total Copies To Print For Each Label Cheese I 403908010711 11 99 M Cheese m 403907010729 9 99 M Cheese s 403907010712 7 99 M Cheese x 403908010728 13 99 M Pepperoni I 403910010716 13 99 Pepperoni m 403909010727 11 99 Pepperoni s 403909010710 9 99 ZIPepperoni 403910010723 15 99 Figure 24 6 MAINTAIN PAYOUTS The Maintain Payouts feature allows the user to view the information that was entered when a payout was created The information may only be viewed it may not be edited From the main POS screen navigate to Back Office gt Activities gt General Activities and click on Maintain Payouts The Maintain Payouts screen displays see Figure 24 7 Select one of the payouts from the list on the left to view its information See General Activities Maintain Payouts in Chapter 22 of the User Manual for a detailed description of each field on the Maintain Payouts screen When finished click the Done button 198 ALDELO FOR RESTAURANTS TRAINING MANUAL Maintain Pay Outs 1 10 2007 Modesto Bee Nd Pay Out Date Time 1 10 2007 12 38 08 PM 1 10 2007 Harold Nicholas Cashier Name Joan Brodel Cash Tray 3 1 Authorized By George Murphy Pay Out To Modesto Bee Newspaper Co Pay Out Amount 47 53 Pay Out Details Newspapers for week of 1 2
21. 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 Count Inventory Item Name Potato Bloody Mary Mix Vodka Scotch New York Steak Tuna Salad Chives Ketchup Butter Sour Cream Budweiser Beer Coca Cola Orange Juice Orange_Juice Stuffed Jalapenos French Fries Mixed Vegetables Onion Rings Apple Pie Cheese Cake Pack Size Desc 3 20 Ih bags fresh 12 1 quart bottles 12 1 liter bottles 12 1 liter bottles 80 12 oz steaks 12 32 oz cans 5 Ib box fresh 12 32 oz bottles 30 1 Ib boxes 12 1 quarttubs 24112 oz bottles 24 12 oz cans 18 1 qt bottles 12 1 qt bottles 10 Ib box frozen B 5 Ib bags frozen 6 5 Ib bags frozen 10 Ib box frozen 6 40 oz pies 4 24 oz cakes CHAPTER 24 MAINTENANCE ACTIVITIES 215 Cancel Inv Download 1 900 50 0 Figure 24 23 Maintenance Activities MONITOR CLIENT CONNECTIONS The Monitor Client Connections feature of Aldelo For Restaurants allows the user to see all of the client connections to the network Client connections may be shut down if they are no longer 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 Connection
22. New button and repeat the procedure above If the 32 ALDELO FOR RESTAURANTS TRAINING MANUAL 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 Reasons Bad Check Reason Account Closed Non Sufficient Funds Hide Reason Fi Payment Stopped Bad Check Reason Payment Stopped ERE Figure 7 10 BAD CHECK PENALTIES Aldelo For Restaurants 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 screen After each entry click the Save button To enter another penalty click the New button and repeat the procedure above If the penalty 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 Bad Check Penalty Penalty Amount Account Closed 30 00 Non Sufficient Funds 25 00 Payment Stopped 25 00 CHAPTER 7 INFORMATION DATA ENTRY 33 Bad Check Penalties Bad Check Penalty Bad Check P ad Check Penalty Payment Stopped Non Sufficient Funds Penalty Amount 25 Payment Stopped Hide Penalty Figure 7 11 CUSTOM PRINTER TYPES Although
23. POS SOFTWARE INSTALLATION 19 Chapter 6 POS Software Installation Installing the Software l Place the Aldelo For Restaurants CD in the CD ROM drive The splash screen displays automatically 2 Select the software to install see Figure 6 1 The install wizard launches Read the End User Licensing Agreement EULA very carefully It contains important information for the end user 4 Register and activate your copy of Aldelo For Restaurants You may register online or by telephone For detailed instructions please see Registering amp Activating Aldelo For Restaurants in Chapter 5 of the User Manual gt Aldelo Product Installer ALDELO A c For Restaurants Aldelo For Restaurants Pro Lite English Language Installer Aldelo For Restaurants Wireless English Lanquage Installer Aldelo Fingerprint Server English Lanquage Installer Aldelo Advanced Fingerprint Server English Lanquage Installer Aldelo Kitchen Display Server English Language Installer Aldelo Gift Card Server English Language Installer Aldelo Hotel Integrator English Lanquage Installer Aldelo Data Polling Server English Lanquage Installer Aldelo eOrder Integrator English Lanquage Installer Aldelo Liquor Controller English Lanquage Installer Install Soap Toolkit 3 0 Install Adobe Reader 6 0 Exit Installer www aldelo com Copyright c 1997 2006 Aldelo Systems Inc Figure 6 1 20 ALDELO FOR RESTAURANTS TRAINING MANUAL
24. iei de ie 119 Take Out Orders PM EM 119 PAR ERNEUT e P ERU 20 Tax EX 107 Test Page Raten ee GRUND Ev ire See Print Test Page Testine Y our Printets ocn aee ere e ee avec net er 17 Third Party Add 3 5 uon neta been ehe be petebat 219 MIMS ards ch LE UEM 73 161 EO Secondary Language a a o t te er etn etd er ee teo 107 U Using MapPoint eir mE RE ERR PERO RAE ERE E E DEEP RORIS 129 Using the Delivery Statys Screen sinet gere ett 131 Using the Quick Service Piece 133 V Vadeo Surveillance Control Center eto qe e eet ace suse 194 Video Surveillance Review BrowSe ssccsssscesscecsseceseeecsccesececsaeeesneecsaecesceecsaeceeneecsueeseceecsaeeeeneecsueeeeatecsaeeesnees 195 VNaewing Delivery Order Status eet nr P DROP EERE R 130 V id Operations ENSIS EE 139 Eee 139 Voidins Items iis cts test a ees die ee eee A ste 89 236 ALDELO FOR RESTAURANTS TRAINING MANUAL W Wage Advance i o T UR PIC mE RO he 142 linn EE 82 83 WordPad eiue e oe deed d ie det en ple d dete 219 220 221 11 I MEME NOTES 237 Notes 238 ALDELO FOR RESTAURANTS TRAINING MANUAL NOTES 239 240 ALDELO FOR RESTAUR
25. 11 Pasta Salad 5 95 aah i que eaa 1 Diet Coke 1 25 a Pasta salad 51 Budweiser 2 75 1 Bloody Mary 4 95 NT quU 21 Scotch 4 00 Hold Time 2 Vanilla Ice Cream 3 50 12 21 2006 2 44 18 PM Clear Hold Time Figure 10 4 CHAPTER 10 DINE INORDERS 93 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 Store Settings gt Print gt Kitchen Bar and select the Enable Delayed Send Order Feature checkbox recommended 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 also be released manual
26. Cash Tray Name POS1 AM POS2 AM Cash Tray Name POS3 AM BAR AM POS1 PM POS2 PM POS3 PM BAR PM Cash Tray ID Hide Cash Tray 1 2 3 4 5 6 7 8 Figure 7 6 SURCHARGES Some restaurants surcharge services that are out of their normal range of services These surcharges may be programmed into Aldelo For Restaurants Navigate to Back Office gt Setup gt General Settings gt Surcharges Enter the information from the table below into the surcharges screen the surcharge ID is generated automatically by Aldelo For Restaurants After entering the first one click the Save button To enter another click the New button and repeat the entire procedure above see Figure 7 7 When finished click the Done button If the surcharge is no longer used click the Hide Surcharge checkbox and the Save button CHAPTER 7 INFORMATION DATA ENTRY 29 ame Amount Basis Check surcharge Description Name Amount Basis Check Surcharge Description Party of 8 or More tm Fee for serving wine not Dum Corkage Fee 5 00 Currency restaurant This fee is waived if the Use of Private pu MM total check exceeds Room 100 00 Currency 2000 00 2000 00 Fee for serving desserts Customer esa brought by customer Dessert Fee 10 00 Currency 500 00 birthday cakes etc Surcharges Surcharge Name Party of 8 or More Corkage Fee Surcharge Name Cus
27. Cashier and deselect the Blind Cashier Close Out checkbox REVENUE CENTER This button on the Operations Center screen enables a manager to transfer orders to the next 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 165 Operations Center Revenue Center 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 is chosen to close the accounting period for one day and begin the accounting period for the next day Any orders 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 166 ALDELO FOR RESTAURANTS TRAINING MANUAL Transfer all open orders to next business date Gas Figure 23 5 Register Report The activity of all registers for a specified date is shown o
28. Done buttons when finished For a detailed description of each field see Customer Activities Maintain In House Charge Accounts in Chapter 22 of the User Manual 204 ALDELO FOR RESTAURANTS TRAINING MANUAL Maintain In House Charge Accounts Last Name ER Customer Phone Number 2095551212 Raymond First Name Dave Last Name Beck Mailing Address 111 Spyres Way Mailing Postal Code 95356 Modesto CA Tax Account Number Driver License Number K7598421 Driver License Expires 11 29 2010 Credit Limit 500 Credit Account Expires 12 31 2008 MSR Card Credit Account Status Credit Account Notes CS af gt A Figure 24 13 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 screen displays Select the customers from the list for whom you wish to prepare statements by clicking the checkboxes next to the names Click the Done button to preview the statements see Figure 24 14 Navigate through the statements by clicking the 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
29. Olives s 0 40EA Sausage 5 0 50 Coca Cola ql Diet Coke gt gt Ticket 1 gt gt Ticket 2 lt lt Print 2 15 2007 8 46 12 AM 2 15 2007 8 47 08 AM Print All 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 BATCH TRANSFER When a server s shift ends and he or she still has open orders they may be assigned to another server by using the Batch Transfer button on the Recall Order screen 138 ALDELO FOR RESTAURANTS TRAINING MANUAL From the main POS screen click the Recall button The Recall Order screen appears 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 Enter button to transfer the orders to Eleanor CHAPTER 18 VOID PROCEDURES 139 Chapter 18 Void Procedures Occasions may arise when an order must be voided 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 m
30. Open Checked Ins Walked Outs No Shows Cancellations Figure 9 5 Assigning a Table The Hostess may manually assign a table to an employee To do so the employee to whom the table is being 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 number 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 Enter button The table is now assigned to Eleanor Powell CHAPTER 9 HOSTESS PROCEDURES 85 Select Server Eleanor Powell Virginia McMath Figure 9 6 86 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 10 DINE IN ORDERS 87 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 Store Settings Services Dine In 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
31. Ranch Ranch Dressing 1 Bacon Bis Bacon Bis 1 Mod Plain Croutons Croutons Plam 1 Cheese Croutons Croutons Cheese 1 Garlic Croutons Croutons Garic 1 Slivered Almonds SiveredAmonds 1 Menu Recipe Editor Modifier Recipes Inventory Item Name Units Used MenutemName 0 pemo Mod Butter 5 Inventory Item Name Mod Ketchup Mod Sour Cream Recipe Cost 0 00 Edit Modifier New Modifier Recipe Name Recipe Global Replace Close Inventory Items Figure7 45 CHAPTER 7 INFORMATION DATA ENTRY 69 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 Now whenever we select butter as a modifier when entering an order the proper amount is depleted 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 46 Menu Modifier Modifier Recipe 70 ALDELO FOR RESTAURANTS TRAINING MANUAL Modifier Recipe Selector Modifier Recipe Menu Modifier Modifier Recipe Editor Garlic Garlic Croutons Mod Butter Half
32. The Also checkbox works identically to the one in Employee Schedules See the Employee Schedules section for instructions MENU ITEMS In Aldelo For Restaurants 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 27 Default Menu Item Send to Menu Item Name Category Price Printer At ae Buffalo Wings Onion Rings Potato Skins Stuffed Jalapenos l French Fries Vegetables Food 1 95 Baked Potato 2 50 Mashed Potatoes 2 50 Chef Salad 7 95 Tuna Salad 7 95 Chicken Salad 7 95 Pasta Salad 5 95 es New York Steak 16 9 Maine Lobster 22 9 Roasted Chicken 12 9 Pork Chops 14 9 rmi Food Food Appetizers i AA W 0 01 Co Ko Kee Kee 9 Q A o 2 lt zzzz zzzz 2 2 2 Ojo ojo Kitchen Kitchen Kitchen 2 Kitchen 2 Kitchen 2 Kitchen 2 Kitchen No 3 Kitchen 3 Kitchen 3 Kitchen 3 Kitchen No F 4 Kitchen 4 Kitchen 4 Kitchen 4 Kitchen 4 Kitchen 4 Kitchen 4 Kitchen 4 Kitchen Cheese s Cheese m Cheese 1 Cheese x Pepperoni s Pepperoni m Pepperoni 1 Pepperoni 19 JKC ON olo lt o lf 9
33. enter the new item into the Inventory Items screen Note that although the new item may be CHAPTER 7 INFORMATION DATA ENTRY 67 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 in the Original Inventory Item list and the new item from the New Inventory Item list Click the OK button when finished see Figure 7 44 A window displays the message Inventory item global replacement complete Click the OK button The old item has now been replaced with the new item The system now depletes 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 Global Replace Inventory Items Original Inventory Item Mixed Vegetables New York Steak Onion Rings Orange Juice Scotch Stuffed Jalapenos Tuna Salad Vodka New Inventory Item Mixed Vegetables New York Steak Onion Rings Orange Juice Scotch Stuffed Jalapenos Tuna Salad 3 Vodka Figure 7 44 In the Menu Recipe Editor screen select Modifier Recipes from the dropdown list in the upper left corner Here we ent
34. pP OR TO e E E Rr eae tiit 157 Closing Procedures eR 155 Closing Report ee te Rl te ete b rect Sid lec eei 158 Closing Staff atero en eee bre e eddie Eee ttes 157 230 ALDELO FOR RESTAURANTS TRAINING MANUAL Closing the Cash Drawer 5 adopte BAG t ihe cee 155 Combining Orders eee aep AE E one e epe bp 94 Compact Databases gre iE OD au DER 222 Computer Name ii ood e ende eda de rn nte cess lov n e 11 Create a New Blank Database See Database Create New Create Customer Address Labels sess enne ne tenete entren 202 Create In House Charge Statements retener ee rhe RR rete rr erra oe ER LED ope 204 Create Inventory Item Labels 212 Create Labels tee oU 105 p en ppp 196 Create PO From Shopping Last ret 212 Creating Bar Tap estende ete ie etie eee ed e 115 Creating Delivery Order et tU oo estet qe UE 126 Creating Drive Thr Orders eter ot Ae t e teret ed 123 Creating a New Order ester pte rede to ee etre rd tee ier E eir 87 Creatine d Reservation x eee Retire dire Gra 79 Creating a Out Order oso elects een eO RO E a teen ete uite tete Petr iere uid 119 epa ebat ibuitesnn
35. 196 ALDELO FOR RESTAURANTS TRAINING MANUAL Video Surveillance Review Browser toe teor Customer asked for change for a dollar Look in Sale Pictures Date Time Employee Name Details 1 23 2007 8 58 46 AM George Murphy Customer asked for change for a dol Figure 24 5 CREATE MENU ITEM LABELS The Menu Item Label Generator feature of Aldelo For Restaurants allows the user to create barcode stickers to attach to the items This feature requires the use of an Aldelo Systems Inc 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 6 Select the search method in the upper left 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 labels are not needed for any of the items in the list deselect the checkbox next to the item description Finally click the Print button to send the job to the printer CHAPTER 24 MAINTENANCE ACTIVITIES 197 Menu Item Label Generator Menu Items with Barcode Select Menu Items with Barcode
36. 2007 9 35 32 Station 1 Cashier Joan Brodel Figure 12 1 CHAPTER 12 TAKE OUT ORDERS 121 5 Aldelo For Restaurants Pro Edition Aldelo Systems Inc Phone Number 209 222 3456 n Delivery Address 584 Creekside Drive Apt 1029 SseMa Delivery Remark Cust Since Date 14 2007 Average Order pea J Total Orders Ct Pa Last Order Date ew e o e 1 ee z Js JL JL 1 2 5 2 14 2007 9 45 59 AM Figure 12 2 122 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 13 DRIVE THRU ORDERS 123 Chapter 13 Drive Thru Orders Drive Thru Order Entry Aldelo For Restaurants Drive Thru Order Entry 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 gt Drive Thru Select Drive Thru Orders Use Drive Thru Stations and deselect Disable Drive Thru Timing Feature Now navigate to Back Office gt Station Settings gt Other Options and make sure the Mark this station as a drive thru station checkbox is selected CREATING A DRIVE THRU ORDER On the
37. 3 es d e e Papeete dace ete te d e 59 INVENTORY SETUP ettet eb 60 Inventory Groups i du tee teu etude 60 ER IE TONER LEVE SEI RH te 61 Inventory Vendors ET 62 TUARA D N 62 Menu Recipe Editor s shoe Sasa as ie a aedes 65 Modifier Recipe Selector iuh eoe EEE 69 Inventory RII Reed eee erede repre n qe erede edt 70 CHAPTER 8 OPENING PROCEDURES eese esee sesto sees sens enses tuae 73 TIME CARDS eere Diderot ERO deeds 73 CLOCKING e or ue E a RD das i eR REGE d ira RE 73 Schedules ss i e Een teu ane came eu um dei uai 73 Earnings Reporty ie ed a tees egeo UR eee 74 Staff Paging eta dete ed tate ede ee etes 75 STARTING eere dei e Hiep ee d beer ee edens 75 cleats 75 Starting 77 CHAPTER 9 suse 79 RESERVATIONS ER sete neha E 79 79 CHANGING a Reservation oe ona ee iot RE en eerte deret 80 Checking In a Reservation i eon e sp uae de EGER RO dn RR RE EE ee 61 WAITING LIST ere eet e M MR MA ID re 82 Add a Customer to the Waiting List eate ee
38. 95 7 5 000 12 50 1 Baked Potato sides 2 50 8 1 000 2 50 1 Mashed Potatoes sides 2 50 20 000 159 00 1 chef salad salads 7 95 16 000 127 20 1 Tuna Salad salads 7 95 152 000 1208 40 1 Chicken salad salads 7 95 510 000 3034 50 1 Pasta Salad Salads 5 95 268 000 4542 60 1 New York steak Entrees 16 95 6 000 137 70 1 Maine Lobster Entrees 22 95 4 000 51 80 1 Roasted Chicken Entrees 12 95 4 000 59 80 1 Pork Chops Entrees 14 95 26 000 231 89 1 Cheese s Pizzas 8 92 2 000 28 78 1 Cheese m Pizzas 14 39 1 000 17 64 1 cheese 1 Pizzas 17 64 9 000 230 45 1 Cheese x Pizzas 25 61 9 000 104 61 1 Pepperoni s Pizzas 11 62 1 000 16 14 1 Pepperoni m Pizzas 16 14 4 000 62 61 1 Pepperoni 1 Pizzas 15 65 22 000 753 80 1 Pepperoni x Pizzas 34 26 14 000 24 50 1 vanilla Ice Cream Desserts 1 75 6 000 17 70 1 Cheese cake Desserts 2 95 11 000 32 45 1 Apple Pie Desserts 2 95 5 000 12 50 1 Chocolate Cake Desserts 2 50 32 000 40 00 1 Coca Cola Beverages 1 25 30 000 37 50 1 Diet Coke Beverages 1 25 11 000 30 25 1 Budweiser Beverages 2 75 10 000 39 50 1 Heineken Beverages 3 95 27 000 133 65 1 Bloody mary Bar 4 95 18 000 89 10 1 Screwdriver Bar 4 95 6 000 24 00 1 Vodka Bar 4 00 16 000 64 00 1 Scotch Bar 4 00 Figure 24 10 Customer Activities MAINTAIN CUSTOMER RECORDS The Maintain Customer Records feature ena
39. ALDELO Aldelo For Restaurants Training Manual PUBLISHED BY Aldelo Systems Inc 4641 Spyres Way Suite 4 Modesto CA 95356 Copyright 1997 2007 by Aldelo Systems Inc First 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 Systems Inc and resellers worldwide For further information about other languages that the manual may be translated into please contact Aldelo Systems Inc 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 Systems Inc 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 INTRODUCTIION c ccssssrssssssesssssrsessssrsessssrsesscssrsessessrssscsessessesensessesensessesensessesensasecsenseseesensessesesensscsenenseeses XIII GETTING STARTED PE 1 COMPREHENSIVE DEMONSTRATION ccccscscscscscececscecscscscscscscececscscecscscssecsnscecscscscenessnssensssnsssnsnsssssnsnaseanee
40. Aldelo For Restaurants 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 can 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 For Restaurants please see Information Data Entry Custom Printer Types in Chapter 5 of the User Manual 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 that are assigned to employees Enter the information from the table below into the Job Titles screen see Figure 7 12 After entering 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 check the Hide Job Title checkbox 34 ALDELO FOR RESTAURANTS TRAINING MANUAL 80 000 00 General Manager 4 Salaried 50 000 00 No Job Titles Bartender Job Title Server Bus Person Default Security Level 3 Cashier Default Pay Basis Hourly Cook E E Dishwasher efault Pay Rate 9 Driver Default Receive Tips General Manager Owner Hide Job Title L
41. Brodel our cashier and click the Enter button Select Cash Tray 1 The Money Count For Cashier In screen displays Here you enter the count of each denomination of coin and currency 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 76 ALDELO FOR RESTAURANTS TRAINING MANUAL Quantity 10000 5000 500 9 25 Click the Finish button The next screen asks if the money count is finished Click the Yes button When prompted to print the money count receipt select No Joan may now enter settlement transactions Money Count For Cashier In 100 00 50 00 20 00 10 00 5 00 2 00 1 00 8 8 38 0 50 0 25 0 10 0 05 0 01 al at a il Cash Total LM 200 00 0 00 LM 00 Total Amoun 200 00 5 Figure 8 3 CHAPTER 8 OPENING PROCEDURES 77 STARTING STAFF BANK In Aldelo For Restaurants navigate to Back Office gt Setup gt General Settings gt Store Settings Click on the Revenue tab and then click on the Cashier tab Make sure the Enable Staff Banking checkbox is checked If it is not the Staff Banking button does not display preventing the use of Staff Banking Furthermore any employee that will use Staff Banking must have the Use Staff Bank checkbox checked on the Pay
42. Builder Type 2 Modifier Builder Type 6 Modifier Builder Type 3 Modifier Builder Type 7 Modifier Builder Type 4 Modifier Builder Type 8 Figure 7 38 60 ALDELO FOR RESTAURANTS TRAINING MANUAL Now we will setup two levels of forced modifiers for the Chef Salad Follow the procedure above entering the information from the table below 151 Level 2nd Level Plain Croutons 1000 Island Garlic Croutons Cheese Croutons Oil Vinegar Inventory Setup INVENTORY GROUPS In Aldelo For Restaurants navigate to Back Office Setup Inventory Setup 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 39 After each entry click the Save button and the New button After entering the last group name click Save and Done Inventory Groups Inventory Group Name Bar Mixers Beer Condiments Food Garnishes Liquor Seasonings Soft Drinks Supplies Inventory Group Name Wine Hide Inventory Group 4 Figure 7 39 CHAPTER 7 INFORMATION DATA ENTRY 61 INVENTORY LOCATIONS Navigate to Back O
43. Butter Mod Chives Half Chives Mod Ketchup Half Sour Cream Mod Sour Cream Ham Italian Lettuce Light Butter Light Butter Light Chives Light Sour Cream Light 1000 Island Light Bacon Bits Light Butter Light Cheese Light Chives Light Garlic Light Italian ae Lettuce Figure 7 46 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 47 Click the Save button after each entry CHAPTER 7 INFORMATION DATA ENTRY 71 _UOMName Recipe Units Butter 30 1 960 40 48 64 40 03 203 St Jalapenos 10 bs 40 Tuna Salad 12 3202 96 80 O 40 Orange 12 3202 48 64 O 80 O 243 Inventory UOM UOM Name Budweiser 24 12 oz L Butter 30 1 Ib 960 Recipe Units 203 Cheese Cake 4 24 Chives 5 Ib fresh Coca Cola 24 12 oz French Fries 6 5 Ib Ketchup 12 32 oz Mxd Vegetable 6 5 Ib New York Stk 60 Ibs Onion Rings 10 Ibs Orange Jce 12 32 oz Orange Jce 16 32 oz Potato 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 7 47 UOM Name Vodka 12 1 liter Hide UOM Fi 72 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 8 O
44. C d lt 10 AA aj OG O10 5 Kitchen 5 Kitchen 5 Kitchen 5 Kitchen Vanilla Ice Cream Cheese Cake Apple Pie Chocolate Cake No AA NIN OO OIN oja aja ee al Coca Cola 1 2 Diet Coke 1 2 Budweiser Heineken ee Bloody Mary Screwdriver Vodka Scotch 4 Beverages Bar Bar Bar Bar AAA N 9 W Bar Bar 4 4 4 ESESESESBEESESESESESESESES seat se st AIAIAA 9 3 5 zzizz 121212121 22 22 o o ojo 181818 9 9 49 o CHAPTER 7 INFORMATION DATA ENTRY 49 Menu Item Editor Menu Item ID Item Has Same Attribute As Menu Item Full Name Buffalo Wings Secondary Language Name Menu Category Button Picture Name Show Caption Large Picture Name Forced Modifiers This is A Top Level Item Auto Prices Default Item Price Menu Item is Available Dine In Item Price Show Piza Builder Screen 1 Print Pizza Label E 1 Will Apply Take Out Item Price Tax 2 Will Apply Menu Recipe Bar Tab 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 Kitchen 4 This is A Bar Drink Item Show Modifier Type I v Order Item By Weight Barcode Kitchen Sort Number JEDE DIEI DI SI DJ
45. CBancroft def com Figure 24 15 MAINTAIN FREQUENT DINER TRACKING The Maintain Frequent Diner Tracking feature of Aldelo For Restaurants allows the user to view unredeemed frequent diner activity From the main POS screen navigate to Back Office gt Activities gt 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 16 When finished click the Close button CHAPTER 24 MAINTENANCE ACTIVITIES 207 Maintain Unredeemed Frequent Diner Tracking Points Charles Bancroft Tracked Date Order Tracked By Order Amount Cumulative Bal 1 18 2007 George Murphy 62 70 62 70 1 18 2007 8 George Murphy 6 41 69 11 118 2007 8 George Murphy 26 87 95 98 118 2007 10 George Murphy 21 17 117 15 Remove Figure 24 16 MAINTAIN CUSTOMER CREDITS The Maintain Customer Credits screen allows the user to view credits issued to customers From the main POS screen navigate to Back Office Activities Customer Activities and click on Maintain Customer Credits The Maintain Customer Credits screen displays see Figure 24 17 Select a record to view from the list on the left 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 Cance
46. Cash Tray For Cashier Sign Out screen click the button for the cash tray corresponding to this cashier The Money Count For Cashier Out screen displays see Figure 22 1 Money Count For Cashier Out Charges S E 100 00 50 00 20 00 10 00 5 00 2 00 1 00 0 50 0 25 0 10 0 05 0 01 con 0 00 50 00 96 51 worn 146 51 FE 3 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 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 156 ALDELO FOR RESTAURANTS TRAINING MANUAL Next perform a physical count of each denomination of bill and coin entering the quantity of each in the appropriate Qty field of the Cash column Be sure to enter the quantity of each coin or bill not the total dollar amount The total is calculated automatically the product of the denomination and the quantity Click the finish button when done and verify that the money count is finished The Register Discrepancy window appears displaying the discrepancy amount see Figure 22 2 A Discrepancy Note must be entered in order to enable the Approval button Clicking the Approval button displays the Manager Login screen A manager
47. Customer Look Up Type screen appears giving the user several choices of method for finding the customer in the system Click on the Phone button and enter the phone number that was used when the customer account was created On the Review Customer Information screen verify that the correct customer is displayed and 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 5 Note The default amount in the Enter Charge Tender field equals the Total Due for the guest check A lesser amount may be entered in the field and the balance paid by another method However a greater amount may not be entered into this field as no change is allowed to be given when settling an order as a House Account CHAPTER 21 ORDER SETTLEMENT PROCEDURES 151 Enter Charge Tender Figure 21 5 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 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 For Restaurants as a Dine In order Click the Done button when finished Tuna S ala d Coca Cola Budweiser A pple ie EE
48. Display Adjustments To get the best possible display with Aldelo For Restaurants there are several adjustments to make to the system 1 2 3 4 Set the screen resolution to 800 X 600 pixels Set the color quality of the display to the highest available 16 bit or higher Set your system s font size to Normal Size 96 DPI see Figure 6 2 Set the Taskbar to Auto Hide For detailed instructions on how to make these adjustments please see Adjusting Windows in Chapter 5 of the User Manual Plug and Play Monitor and RADEON 7500 Family Mic 7 fX General Adapter Monitor Troubleshoot Color Management Display If pour screen resolution makes screen items too small to view comfortably you can increase the DPI to compensate To change font sizes only click Cancel and go to the Appearance tab DPI setting Normal size 85 v Normal size 96 dpi Compatibility Some programs might not operate properly unless you restart the computer after changing display settings After change display settings O Restart the computer before applying the new display settings Apply the new display settings without restarting Ask me before applying the new display settings Some games and other programs must be run in 256 color mode Learn more about running programs in 256 color mode Figure 6 2 CHAPTER 6 POS SOFTWARE INSTALLATION 21 Sharing the Database Folder All of the c
49. ES 33 E 33 IEE 34 General EEE Oi eo RR 34 Payroll Tab DDG VER AER EO RNS Re Notes EP SO RR RENNES DEREN RR E NE P EN 38 Employee Schedules ots ret a c a e eO ERE A EEG HE evens ee Ru ea ue Po ERR E 39 TABDESETUP EESE ean eeu erc eter rsen 41 Dine In Table Groups P Re 4 Table Group Edito nenoriet EUER a rtc i ee ER 42 Dine n Tables uu e US et ded e Dn ep et tenni etd 43 Dine In Table Editors eto RH e RR ere ee ERR on tI ed er 44 MENU SETUP mene tat ei 45 Menu Categories eo eer RERO UH 45 MenwGrOUps edu bean tbi Eid eee deu e det tita 45 Menu Group Editor ae eot ee D es RO eres HERREN o DRE IUE EUM Mode R eee 47 DNE E 48 Menu Item Editor nue coat eae 49 Tier NINTH ET EE 49 Pizza Builder Setup sr eR PR E GE EUR UR ROME 51 Nic uic Crusts Tab Toppings Tab EM IC Modifier Builder Set p o UE Ug 54 Menu Modifiers vov baute Sed hod oe eu d e be li ide A oie Reeves 57 Forced Modifiets
50. Enter 30 in the Delete All Surveillance Pictures When Older Than Days field When pictures reach 31 days old they are deleted Clicking the Delete All Surveillance Pictures Now button removes all pictures from the system Use this feature with caution the process is irreversible CHAPTER 24 MAINTENANCE ACTIVITIES 195 Video Surveillance Control Center Camera Settings Compression lisplay Format Source Disable Camera C Disable Access Denied Watch C Disable New Gift Certificate Watch C Disable No Sale Watch Cl Disable New Customer Credit Watch C Disable Orderiltem Void Watch Disable Back Office Access Watch C Disable Pay OutfRefund Watch C Disable Secured Exit Program Watch Maintenance Delete All Surveillance Pictures When Older Than Days Delete All Surveillance Pictures Now Figure 24 4 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 gt Activities gt General Activities and click on Video Surveillance Review Browser The Video Surveillance Review Browser window opens see Figure 24 5 Open the Look In drop down list and select the type of picture 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
51. Files Select Joan Brodel from the Employees list and click on the Payroll tab Make sure the Use Hostess Features checkbox is checked Click the Save and Done buttons In the main POS screen click on the Dine In button When prompted for the access code enter 3 for Joan Brodel When the Select Table Number screen displays click on the Hostess button The Hostess screen displays with the Reservations tab open 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 be displayed in the future whenever a reservation is made this also applies to the rest of the fields in the Reserved For section of the scree
52. 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 deposited to the bank A Money Count report Checks List and Bank Deposit Slip print to the selected printer 168 ALDELO FOR RESTAURANTS TRAINING MANUAL Money Count For Bank Deposit 100 00 50 00 20 00 10 00 5 00 2 00 1 00 0 50 0 25 0 10 0 05 0 01 8 8 8 8 o i gt o Delete PELE ETE CEE Cash Total g y oO 602 31 Total Amount 646 86 f Figure 23 7 Gift Certificate List From the main POS screen navigate to Operations gt Revenue Center and click the Gift Certificate List button The Gift Certificate List Report screen appears displaying all gift certificates that have been issued see Figure 23 8 Click the Export button A tab delimited text file is created and sent to the Reports folder in Aldelo For Restaurants It may be viewed and edited in Microsoft Excel A copy may also be printed by clicking the Print button CHAPTER 23 MANAGER OPERATIONS 169 Gift Certificate List Report Sort By Descending xport rint Date Time i i E DATE TIME CERT Account Number ISSUED TO PRESENTED BY GIFT CERTIFICATE LIST 1 11
53. From Employee Austerlitz Fred Murphy George Beard James v Brodel Joan Brooks Foster To all Managers Servers and Cashiers The Collier Johnnie Superbowl is on February 4th No requests for this Frances day off will be honored This is one of our busiest days of the year and we will need everyone to work on that date Signed George Murphy owner Message Up To 254 Characters Johnson Robert MiKelly Eugene Mapother Thomas v McMath Virginia McWilliams Julia Murphy George Nicholas Harold Powell Eleanor Smith Jeff Yarborough William Cancel Figure 24 2 REVIEW LOCAL E MAIL Managers may review the internal e mail communications between their employees if desired to make sure the system is used 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 Review Local E mail Since access to the Back Office screen requires a manager s security level only management personnel should be able to reach this screen The Local E mail Viewer screen displays see Figure 24 3 Click on one of the names on the list of employees who have e mail and then click on the Read E mail button If there is more than one e mail for this employee select a name from the list on the left to display the message After reading all messages they may a
54. Saturday Chocolate Cake Coca Cola Diet Coke Sunday French Fries Heineken Maine Lobster Mashed Potatoes New York Steak Onion Rings Tuesday Friday C Show All Menu Items Copy Auto Price Same As Figure 7 28 We will create a special Happy Hour for Monday Night Football Select Budweiser from the Menu Item list and click the Add button next to Monday on the right side of the screen The Menu Item Price Editor displays Enter the information as seen in Figure 7 29 Click the Done button The price of Budweiser will now change to 99 automatically every Monday evening at 6 00PM At 7 00PM the price will change back to the regular price 2 75 Menu Item Price Editor Monday Price Start Time 6 00 00 PM Price Stop Time 7 00 00 PM Price Note MON FB Item Price 0 99 Figure 7 29 CHAPTER 7 INFORMATION DATA ENTRY 51 PIZZA BUILDER SETUP Sizes Tab In Aldelo For Restaurants navigate to Back Office gt Setup gt Menu Setup gt Pizza Builder Setup and click on the Sizes tab Here you setup the sizes of the pizzas your restaurant sells For each size entered check the corresponding checkbox to the left of the description For our Checkers restaurant enter the information as seen in Figure 7 30 below Pizza Builder Setup Toppings Available Pizza Sizes Output Name Secondary Language Size 1 SM v Size 2 MED 7 Size 3 ILG v Si
55. Seat 1 gt gt Ticket 13 lt lt 12 27 2006 3 10 20 PM 12 27 2006 3 57 57 PM Station 2 Cashier Joan Brodel Figure 10 11 CLEAR ORDER The Clear Order feature of Aldelo For Restaurants allows you to remove all of the unsent menu items from the guest check CHAPTER 10 DINE IN ORDERS 103 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 and any unsent items are removed 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 perform a payout etc In these cases a No Sale is performed 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 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
56. Settings under Common Tasks Here you may set the security level required for access to each of the tasks listed see Figure 7 2 For our training purposes we will use the default values for this information Examine this screen thoroughly to determine which settings must be changed for your own application Detailed descriptions for each setting may be found under Security Settings in Chapter 26 of the User Manual Security Settings Security Name Security Access Delivery Status Minimum Security Level 1 1 Access i Override Security Level Security Enforced Security Name 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 Secur
57. This report can be used to prepare your restaurant s 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 Select an employee to be paid and click the gt button to move the name to the selected list To pay all employees click the gt gt button to move all the employees to the selected list simultaneously Enter the Pay Period End Date in the format MM DD YYYY If any extra pay is due an employee above and 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 may not be removed 192 ALDELO FOR RESTAURANTS TRAINING MANUAL Pay Employees Payroll Preparation Report Employees Employees Selected For Payroll Employee Name Last Payroll End Additional Austerlitz Fred 1 21 2007 Beard James 1 2
58. allows the user to remove all of the recorded caller ID logs From the main POS screen 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 CHAPTER 24 MAINTENANCE ACTIVITIES 217 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 For Restaurants 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 Co
59. 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 85 is added to the guest check Since we already had a cash gratuity on the guest check of 5 00 5 15 is added to it for a total of 10 15 Now click the Clear button All of the gratuities added to the guest check are removed CUST LOOKUP The Cust Lookup feature of Aldelo For Restaurants 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 select Cust Lookup Click the Phone button Enter 2095558230 in the Enter Customer Phone Number window The customer James Newman appears in the window on the left of the screen Click the Done button and the customer s information is displayed on the guest check CHAPTER 10 DINE IN ORDERS 105 The search may also be performed in a similar manner by Customer Name Delivery Address or Account Code see Figure 10 13 To perform the search by MSR Card click the MSR Card button and swipe the card through the reader Aldelo For Restaurants Pro Edition Aldelo Systems Inc Server Eleanor Station 2 Order 159 Table Dines 1 Buffalo wings 1 Diet Coke gt gt Ticket 2 lt lt 12 28 20
60. card is insufficient to cover the check the Settle Order screen displays the 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 balance paid by another method cash check credit card debit card or another gift card 150 ALDELO FOR RESTAURANTS TRAINING MANUAL Settle Order Ticket 5 Visa Dine In Eleanor Powell Check Visa Order 280 Mastercard American Express Discover qm Gratuity 16 15 Carte Blanche Diner s Club ATM Debit Card emen 2 Total Due 132 13 House Account Gift Certificate Complimentary Total Received 100 00 Even Amount arri ii E Gratuity j Gift Certificate 100 00 3 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 in house charge accounts Click the New button The Maintain In House Charge Accounts window displays Create a new charge account by entering the requested information Click the Save and Done buttons Now create an order in Aldelo For Restaurants and settle it by choosing the House Account button on the Settle Order screen The
61. gt Maintenance Activities and click on Delete Master Data The Delete Master Data screen displays see Figure 24 25 Select a category from the list on the left and a data item from the list on the right 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 Delete Master Data Modesto CA 95350 Delivery Streets Modesto CA 95351 Cash Trays Modesto CA 95352 Surcharges Modesto CA 95354 Discounts Modesto CA 95355 Bank Card Files Salida CA 95368 Bad Check Reasons v Bad Check Penalties Dine In Tables Job Titles Employees Menu Categories Menu Groups Menu Items Menu Modifiers Inventory Groups Inventory Locations Inventory Vendors Inventory Items Inventory UOM You may delete this record it is not in use by the system Figure 24 25 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 Other From the main POS screen navigate to Back Office gt Activities gt Maintenance Activities and click on Refresh Cumulative Grand Total This should be p
62. 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 Cash Tendered screen click the Visa button Then click the bright 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 124 ALDELO FOR RESTAURANTS TRAINING MANUAL Drive Thru 12 54 52 PM Station 2 Order 232 4 26 Figure 13 1 CHAPTER 14 DELIVERY ORDERS 125 Chapter 14 Delivery Orders Delivery Order Entry Aldelo For Restaurants contains many features designed to help handle delivery orders efficiently These features require the user to adjust several settings in order to tailor the system to his or her own restaurant Navigate to Back Office gt Store Settings gt Services gt Delivery Make sure the Delivery
63. manufacturer of the device Printer Setup To print in Aldelo For Restaurants 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 XP Professional See Setting up the POS Printers in Chapter 4 of the User Manual for instructions on setting up printers in Windows 2000 1 2 3 4 On the desktop click the Start button Navigate to and click on Control Panel Double click Printers and Faxes In the Printer Tasks section on the left side of the screen click Add a printer This displays the Add Printer Wizard see Figure 5 1 Click Next and follow the instructions to add your printer local or network 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 manufacturer to obtain one When prompted print a test page to ensure the printer is installed correctly 16 ALDELO FOR RESTAURANTS TRAINING MANUAL Add Printer Wizard Welcome to the Add Printer Q Wizard This wizard helps you install a printer or make printer connections i If you have a Plug and Play printer that connects through a USB port or any other hot pluggable part such as IEEE 1394 infrared and so
64. only one statement navigate to it and click the Print Current button To print all of the statements click the Print button When finished click the Close button CHAPTER 24 MAINTENANCE ACTIVITIES 205 In House Charge Account Statement Preview Dave Beck 111 Spyres way Modesto CA 95356 PHONE NUMBER 2095551212 AMOUNT PAID Must be the full amount DATE CHARGED BALANCE 2 16 2007 12 28 53 PM Due Upon Receipt 119 13 119 13 Figure 24 14 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 gt Activities gt Customer Activities and click on Maintain Frequent Diner Accounts The Maintain Frequent Diner Accounts window appears see Figure 24 15 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 User Manual 206 ALDELO FOR RESTAURANTS TRAINING MANUAL Maintain Frequent Diner Accounts Last Name Bancroft Charles Customer Phone Number 2098887654 First Name Charles Last Name Bancroft Mailing Address 584 Kansas Ave Mailing Postal Code 35351 Modesto CA MSR Card E mail
65. oz bottles Orange Juice 6 00 16 1 quart bottles Orange Juice 6 00 12 1 quart bottles Maine Lobster 6 00 24 1 lb frozen 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 is used to receive the inventory export the information from the device to the computer as a text file Click the Inv Download button and navigate to the file to download Click the Download button to complete the process Inv Prep Forecast The Inv Prep Forecast feature of Aldelo For Restaurants creates a report based on past inventory usage which forecasts the quantities of inventory use to prepare for The 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 sc
66. 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 No Sale Alert No Sale Eleanor Powell Figure 10 12 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 on the Change 104 ALDELO FOR RESTAURANTS TRAINING MANUAL 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 changes to Virginia immediately on the guest check GRATUITY The Gratuity feature of Aldelo For Restaurants allows the server to add the customer s tip to the guest check Enter the order from the table below into the system ELI ew York S teak Chees Pizza New York PII 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 identified as 15 Gratuity Click the Gratuity button again and select the Amount button Enter five dollars Five dollars is added to the guest check identified as Cash Gratuity As you
67. space characters When entering the names do not type the names with the underscores substitute the underscore characters with space characters Enter the names exactly as shown below CHAPTER 7 INFORMATION DATA ENTRY 57 Modifier Builder Type Default Minimum Maximum Checkboxes p Hamer v Action Selections Selections Modifier Names ege 8461 Adi Non 1 BakedPot None Lo French po Mashed Pot Noe pC 1 JL SmdVeg Noe Toppings 1 Add None Add Extra Light E Light po SeurCream Add Extra Light _ Side2 Adi None 1 Baked Pot o French Fr None po Mashed Pot None pC Stim vegs None Toppings 2 Add None 3 Buter Add Extra Light um po 1 Mf Sour Cream Add Extra Light po 1 1 1L Chives Add Extra Light 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 MENU MODIFIERS The Menu Modifiers screen allows the user to create menu items and maintain existing menu items As seen in Figure 7 37 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 th
68. street You may also select No Delivery for these addresses see Figure 7 5 Addresses Delivery Delivery Postal Street Name Name From Code Charge Compensation Code McHenry Ave 40 cst 956 X Fiedler Way 2600 3000 5 00 3 50 95355 Pelandale 3500 400 95355 Delivery Streets Street Name Postz Street N Fiedler Way 9535 reet Name Pelandale Ave McHenry Ave 95351 Address From 3500 Pelandale Ave 9535 address 4000 Map Code J6 Delivery Charge Delivery Compensation Postal Code Modesto CA No Delivery Figure 7 5 28 ALDELO FOR RESTAURANTS TRAINING MANUAL CASH TRAYS In Aldelo For Restaurants 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 POS1 AM POS1 PM BAR AM etc Enter the Cash Tray Names into the Cash Trays screen as seen in the figure below Aldelo For Restaurants 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 Checking the Hide Cash Tray checkbox will prevent the cash tray from appearing in the Select Cash Tray for Cashier Sign In screen Cash Trays
69. the Finish button see Figure 19 3 4 Aldelo For Restaurants Pro Edition Aldelo Systems Inc Employee Wage Advance Pay Out To Harold Nicholas Amount 100 00 iiid Unexpected auto repairs ew en v v o tr o edo v e o v 1 2 y JL JL JL 1 Jem JL 1 10 2007 12 49 02 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 The excess cash is usually placed in 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 Enter button Give a copy of the receipt to the cashier for use when balancing the cash drawer Issuing Refunds The Refund feature of Aldelo For Restaurants should be used anytime a refund is issued 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 144 ALDELO FOR RESTAUR
70. the Save and Done buttons when finished INVENTORY ACTIVITIES Shopping List When using the Automatic Inventory Depletion feature of Aldelo For Restaurants if the quantity of an inventory item falls below the minimum Pack Size Re order Point the item is added 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 176 ALDELO FOR RESTAURANTS TRAINING MANUAL Inventory Shopping List INVENTORY SHOPPING LIST INVENTORY ITEM NAME QTY ON HAND AVG QTY COST RE ORDER LVL PACK SIZE Humboldt Budweiser Beer E 20 00 24 12 oz bot Humboldt coca cola 20 00 24 12 02 cans 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 screen to create new purchase orders when ordering inventory from vendors Review PO From the main POS screen navigate to Operations 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 be reviewed from the list of the Purchase order Selection window Click the Review button to display the purchase order on the screen Receive It
71. the buttons disappear from the screen The remaining buttons are disabled To unlock the screen click the Un Lock Screens button The screens can only be unlocked by the employee who locked them or by an employee with a higher security access level than the employee who locked them Unlock the screens and return to the main POS screen CHAPTER 10 DINE IN ORDERS 109 Modifier System Menu item modifiers include such things as included side dishes preparation instructions and recipe modifications Aldelo For Restaurants offers several ways to handle these modifiers 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 For Restaurants Server Access bw Code EER StmdVegs 3 Heineken 2 Chef Salad 1000 Island 0 Garlic Croutons o Lo _ 1 1 DetCk From the Order Entry screen click the Modifiers button In the upper right of the window select New York Steak On both the center right and top left sides of the screen select the All 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 chosen for the New York Steak they are also listed in the extreme
72. user s attention Clicking the button displays the details of the incident allowing the user to decide whether or not to accept the order Aldelo For Restaurants Pro Edition Aldelo Systems Inc New Customer Incident Order 1754 Pe 4 30 2007 XL Pizza ordered nobody home Figure 23 17 Assign Table The Assign Table feature allows a manager to assign tables to employees From the main POS screen navigate to Operations 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 on the tables to assign to the server Repeat the procedure for the other servers When finished click the Assign Table button and the Close button CHAPTER 23 MANAGER OPERATIONS 181 Dine In Tables H m M M E n Assign Table Eleanor a ae _ f _ Figure 23 18 To Training Mode The Training Mode of Aldelo For Restaurants 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 the training session ends From the main POS screen navigate to Operations gt Other Tools and click the To Training Mode button Click Yes on the Training Mode screen to confirm
73. your questions to a minimum as you complete the tutorial So get yourself a cup of coffee sit down relax and let us begin your trip into the world of Aldelo For Restaurants GETTING STARTED 1 Getting Started Comprehensive Demonstration If you operate a restaurant of any size from a hot dog cart to a world famous five star eatery you can run it more efficiently with Aldelo For Restaurants The following screen displays the main form for the fictitious restaurant we will setup in this tutorial see Figure Intro 1 Upon completion you will have learned how to setup and operate your own restaurant with Aldelo For Restaurants E Aldelo For Restaurants Pro Edition DEMO VERSION Expires 12 20 2006 Aldelo For Restaurants Operations Back Office Exit Program 12 5 2006 8 48 07 AM Station 1 Cash Tray 1 Figure Intro 1 2 ALDELO FOR RESTAURANTS TRAINING MANUAL The Aldelo For Restaurants Setup Process OBJECTIVES Upon completion of this tutorial you will be able to Q Setup and install your network hardware and software Q Setup and install your Point of Sale POS hardware Q Install and configure the Aldelo For Restaurants software Q Operate the software THE MAJOR STEPS There are two major parts to setting up Aldelo For Restaurants m Installing the hardware Q Installing and configuring the software The following flow chart shows the steps for setting up A
74. 06 1 23 14 PM Sub Total Discount Order 7 20 Tax ap 0 56 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 one to work with CREATE LABELS If your system has a dedicated label printer that can print adhesive labels you can use the Weighted Menu Item Label Generator feature of Aldelo For Restaurants From the main POS screen navigate to Back Office gt Setup gt Menu Setup gt Menu Items From Menu Groups select Appetizers and 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 106 ALDELO FOR RESTAURANTS TRAINING MANUAL Enter the following order into the system 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 50 translates into 0 50 units Buffalo wings are 5 95 per unit so 0 50 unit sells for 2 98 Now from the Order Entry screen navigate to Misc gt Create Labels Using the onscreen keypad enter the weight 50 again The virtual label i
75. 1 1 27 2006 Invoice Wage Advance For Pay Out Voided Void Reason Figure 24 7 MAINTAIN MANAGER CASH OUTS The Maintain Manager Cash Outs feature allows the user to view information about Manager Cash Outs The information may only be viewed it may not be edited From the main POS screen navigate to Back Office Activities General Activities and click on Maintain Manager Cash Outs The Maintain Manager Cash Outs screen displays see Figure 24 8 Select one of the cash outs from the list on the left to view its information See General Activities Maintain Manager Cash Outs in Chapter 22 of the User Manual for a detailed description of each field on the Maintain Manager Cash Outs screen When finished click the Done button CHAPTER 24 MAINTENANCE ACTIVITIES 199 Maintain Manager Cash Outs DateTime Out 1 10 2007 2 4 1 2 Cash Out Date Time 110 2007 2 57 27 PM 1 10 2007 3 3 Cash Out By George Murphy Cash Out Amount 300 00 Station Number 2 Cashier Joan Brodel Cash Tray 1 Bank Report 14 Cash Out Voided Void Reason Figure 24 8 GLOBAL MENU ITEM PRICE CHANGE The Global Menu Item Price Change feature of Aldelo For Restaurants 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 A
76. 1 2007 Brodel Joan 1 21 2007 Brooks Foster 1 21 2007 Collier Johnnie 1 21 2007 Gumm Frances 1 21 2007 Johnson Robert 1 21 2007 Kelly Eugene 1 21 2007 Mapother Thomas 1 21 2007 McMath Virginia 1 21 2007 McWilliams Julia 1 21 2007 Murphy George 1 21 2007 Nicholas Harold 1 21 2007 Powell Eleanor 1 21 2007 Smith Jeff 1 21 2007 Yarborough Williar 1 21 2007 C Show All Employees Pay Period End Date Figure 24 1 NEW LOCAL E MAIL Aldelo For Restaurants includes an internal e mail system that can be used to communicate with employees The system stores messages internally and does not communicate with the internet From the main POS screen navigate to Back Office Activities General Activities and click on New Local E mail The New Local E mail Message screen appears see Figure 24 2 Select the employees to receive the e mail by clicking the checkboxes next to their names Alternatively groups of employees may be selected by choosing their job description from the drop down list Next the employee from whom this message is being sent should select his or her own name from the drop down list on the top right of the window Finally type the message into the message field either by using the Keyboard button or your hardware keyboard When finished click the Send button CHAPTER 24 MAINTENANCE ACTIVITIES 193 New Local E mail Message To Employee s New Message Owner
77. 12 1 liter bottles 110 00 330 00 Sour Cream 12 1 quarttubs 15 00 15 00 Tuna Salad 12 32 oz cans 90 00 90 00 Vodka 12 1 liter bottles 85 00 255 00 2 1 1 2 2 3 1 1 3 Rees Figure 24 22 PHYSICAL INVENTORY COUNT The Physical Inventory Count feature of Aldelo For Restaurants 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 Inventory 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 23 Highlight an item from the list and type in the new quantity 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
78. 2007 Virginia McMath 1 18 2007 q Lisa Gentry Paul Gentry Joan Brodel 1 18 2007 Ted Shively Paul Gentry Joan Brodel Joan Brodel 1 18 2007 Total Figure 23 8 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 Bad Check List From the main POS screen navigate to Operations gt Revenue Center and click the Bad Check list button The Bad Check 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 have eventually cleared 170 ALDELO FOR RESTAURANTS TRAINING MANUAL Bad Checks List 5 Collections Collecting Declined John Smith 483156 In House Collecting Manager Atten John Smith 1234567890 Cleared Approval OConnor Show All Checks 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 selected date
79. 4 onion rings foren 49 Food Seek 1500 1 Onion Rings frozen 40 Food Freezer 1 Sosnick 1500 1 12 32 oz cane 80 cooters Eme 120 os 2 6 5 Ib bags 24 12 oz 24 12 oz Deco cane Ooerz 250 s wktWnoe gaton 99 cooters 10 12 1 liter voma bomes 2020 timor Panya Gus 2000 1 10 Scoth Genes 2028 Livor Paniya aroo a 10 vegetabies orn 120 Food _ 12 1 quart Biooay ones 44 parninors Panya 4 2 orange Juice tones e4 coter 2 1 s Orange Juice bottles 64 Bar Mixers Cooler 2 Humboldt 3900 1 3 omoes ao mmer 201 boxes 960 Food Oooerz emeo 1700 os 2 12 1 quart be 196 cootere Eme 1750 os 2 chives 5 t boxtresn 220 Condmems coolers emeo 1850 oas Continued 64 ALDELO FOR RESTAURANTS TRAINING MANUAL Pack Size Inventory Item Pack Size Inventory Inventory Inventory Replenish Name Description Group Location i ment Level Vanilla Ice Freezer2 sosnick 5150 Chocolate Cake cakes 14 Food Freezer 2 Sosnick 5150 Almonds 12 6 oz jars 144 Garnishes Pantry 2 Emco 5550 Panty2 Emco Croutons Plain boxes Garnishes Pantry 2 Emco 560 Garlic boxes Garnishes Pantry 2 Emco
80. 42 PM Sub Total Tax Amount Due 9 20 0 71 19 91 Figure 23 2 CHAPTER 23 MANAGER OPERATIONS 163 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 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 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 see Figure 23 3 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 payment
81. 5 Now recall the first order 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 other order button Click the Done button when finished HALF ORDERS Customers sometimes ask to place a half order of a menu item Aldelo For Restaurants 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 Jalapenos Aldelo For Restaurants Pro Edition Aldelo Systems Inc wm oe fever Server Eleanor Station 2 order s New Order Dine In Table Dine4 Guests 4 3 12 26 2006 10 36 17 AM Sub Total 1 98 Tax Amount Due Discount order LE Cashier Joan Brodel Figure 10 6 ORDERING MULTIPLE QUANTITIES To place an order for multiple quantities of a single menu item click the Quantity button and enter the number of items desired Then select the item from the Order Entry screen On the same guest check where we ordered the half order of Stuffed Jalapenos add eight orders of Chicken Salad Notice that they all appear on one line of the guest check even if the
82. 5610 Cheese boxes Garnishes Pantry 2 5620 pany 2 Emco 6000 bottles 12 Food Pantry 2 Emco 6000 25 25 Bacon Bits Olive Oil Ranch Dressing 1000 Island Dressing 1 gallon jars Food Pantry 2 6110 2 4 12 1 quart bottles Food Pantry 2 Emco 6050 2 5 40 Ib bulk frozen Food Freezer 1 Emco 1055 1 2 Cheddar Cheese Shredded 12 2 lb bags Food Cooler 2 Emco 1775 1 2 Condiments 1650 0 25 3 Green Onions 3 Maine Lobster Food 1025 1 40 Ib bulk Chicken Halves frozen 40 Ib bulk frozen Food Freezer 1 Emco 1065 1 Italian Dressing Red Wine Vinegar Chicken Wings o Buffalo Sauce f o 5 D 1 Pork Chops Anchovies Food Pantry 2 Emco 6500 128 64 j 92 2 84 2 24 40 12 2 Ib bags sliced 36 Food Cooler 1 Emco 6550 36 36 92 84 40 24 2 1 1 1 3 Pepperoni 12 2 Ib bags Sausage bulk Food Cooler 1 Emco 6600 3 Mozarella ee PR Shredded 12 2 Ib bags Food Cooler 1 Emco 6650 3 6 1 gallon Pizza saune eme Food Pamy2 Emco 65 a et Peppers Eme 00 2 a Bell Peppers fresh Food Cooler 1 Emco 6700 2 4 ke Paniy2 Eme 656 1 2 Sliced cans Food Pantry 2 Emco 6535 1 2 24 12 oz Pizza Dough frozen Inventory Items Inventory Name Apple Pie Bloody Mary Mix Budweiser Beer Butter CHAPTER 7 INFORMATION DATA ENTRY 65 Inventory Item Name Item
83. AE E a a So naea E Ea AE A E 195 Create Men Item Labels 4 i Ee 196 E Wd eese deer tet ede E dE 197 Maintain Manager Cash RI e e 198 Global Menu Ttem Price 199 Export Menu Item Sales oid ee edt de sued Drag 200 CUSTOMER ACTIVITIES DP e e Dem DR ee t en ee ees 201 Maintain Customer Records sete he 201 Create Customer Address Labels dee e e Hl eines 202 Maintain In House Charge Accounts eese teen enne enne enne 203 Create In House Charge Statements eese eene ESIOS eene entente 204 Maintain Frequent Diner Accounts noires 205 Maintain Frequent Diner Tracking tema 206 Maintain Customer Credits o ene d e enar eod 207 Maintain Gift Certificates oe EC REFER EUR Hr E ES LESER Erbe err RP RP ien 208 New Bad Check s e a te WI V peu 209 Follow UpBad Check aede Ope t edu ire patet de qoi e er d erede es 210 INVENTORY ACTIVITIES 0 0 00ccccccccccesssccecesscececssececessseeecnsccecsesececsesaececsseeecsesseeecseasececnsseeceenseeecnssaeeeenseeeeeenaes 210 ea He ei sheaves vad seen e d nei dace Cans ah entere diee dede eU 210 Review Purchase Order ate tr 211 Create PO From Shopping List eiiis tae dese stere
84. ANTS TRAINING MANUAL
85. ANTS TRAINING MANUAL 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 Finish button Aldelo For Restaurants Pro Edition Aldelo Systems Inc Refund Order Refund Amount Reason Pizzas were cold when delivered Refund Method ew e Rr JL eom v p JL Lz ve EE Meela I 1 10 2007 3 54 41 PM Figure 19 4 CHAPTER 20 GIFT CARD PROCEDURES 145 Chapter 20 Gift Card Procedures Gift cards provide the restaurant owner a way to help stimulate customer loyalty A customer who buys 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 In the Account Number field enter 101 These numbers are usually found preprinted consecutively on the gift certificates If the restaurant uses MSR Cards place the cursor in the MSR Card field and swipe the card through the reader 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
86. Accounts essen Complimentary Charging to a Room essent Settling from the Order Entry Screen SETTLING USING STAFF BANK eerte recette e epe pter ot eter eee i erheben E er e pee RS PT Setting Up Staff Banking i ei eer o ATUM H n SETTLING USING DRIVER MONEY 153 CHAPTER 22 CLOSING PROCEDURES 1 cssssscssssssccsssscccssseccccssccccsssccccsscsccecsscccssseccsessssccscssseeseses 155 CLOSING THE CASH DRAWER 5 155 Cashier Sign Out 155 Quick Cashier Sign don ttum eee e ten tel ede nete 157 Closing Staff Bank 5a io tee hess e d e e a ee p ve bk OE eases weed eb yeu 157 CLOCKING QU ee oret fo s eMe ad Sein a Ker 157 CLOSING EE 155 CHAPTER 23 MANAGER OPERATIONS sccsssssccssssecesssscccssssccsessccccssssccccssssccecsssccssssacecesssaccessssscesses 161 SIME CARDS Cc 161 Editin
87. All Employees Figure 7 15 Notes Tab Navigate to Back Office gt Setup gt Employee Setup gt Employee Files Click the Notes tab Here you may enter general notes about a specific employee These notes may be anything you consider important enough to record As under the Driver tab the button with the picture of a clock on it will date and time stamp the note The button with the picture of the printer on it allows you to print a hard copy of the note see Figure 7 16 CHAPTER 7 INFORMATION DATA ENTRY 39 Employees Last Name First Name Austerlitz Frederick Beard James Employee Notes 11 28 2006 4 52 55 PM Brodel Joan 3 Today we received a letter from a Brooks Foster n customer praising Eleanor as one ofthe nicest waitresses she has ever known Collier Johnnie Gumm Frances Johnson Robert Eugene Thomas Vir ginia McWilliams Julia Murphy George Nicholas Harold Powell Smith Jeff Ventura Dave Yarborough William C Show All Employees Figure 7 16 EMPLOYEE SCHEDULES Navigate to Back Office Setup Employee Setup 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 In the Names column click on James Beard Next to Monday click the Add button Enter the information as seen below in Figure 7 17 40 ALDELO FOR RESTAURANTS TRAINING MANUAL Employee Schedul
88. Check Notes lif customer tries to pay by check notify manager The above check is still outstanding 4 Figure 24 19 FOLLOW UP BAD CHECK The Follow Up Bad Check feature of Aldelo For Restaurants 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 Click 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 field on the form When finished click the Done button to save the changes Inventory Activities NEW PURCHASE ORDER Purchase Orders are created when inventory is ordered from vendors CHAPTER 24 MAINTENANCE ACTIVITIES 211 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 20 For a detailed description of each field see Inventory Activities New Purchase Order in Chapter 22 of the User Manual New Purchase Order Purchase Order Account Number New 587459 Purchase Order Date Vendor Name Humboldt Barcode Scan Inventory Item Name Quantity Ordered Inventory Item Name Scotch Vodka Coca Cola Bloody Mary Mix Orange Juice Sour Cream Tuna Sal
89. Connections OE 12 Network Hardware Installation iiit dus sca RR RE RE 9 Network Interface Cards eee rere I rider pd p de ee eter dee peu deese reto ede te i edes 9 Network rM PEE 15 Network Software Configuration esses nenne enne enne 11 New Bad CHECK 2 5 etti rte RE E E 209 New Local E mail sinc ise tette vetere irent fee Heel ere dete nets 192 New Purchase Order RE os ek ti Oi di cen e aides Iu 176 210 211 New Third arty Add Ins 2 tee eoo enano bea io dep eite pret 219 No Katchen Bat e 88 107 alle 103 141 Notepad ci eR qp E PE Le EEUU 200 219 220 RR 73 Operating System zi occa tte o b eit ett teme tats 11 Operations Center enean tede SED Bae 163 Order Utere ane p ee tete 45 87 115 119 123 137 152 Order Entry Checks e eet b ddr e edge e ero pognis 137 Order Settlement Procedures er ete ee pre 147 Ordering Multiple Quantities esses ener etre enne enne tenete trente enne enne enne IERO EAEE tenete nR 95 Ue EE 162 Other Hardware DEVICES iet Re eme et 18 i eee Pea
90. DJ RI Sub level item detail Cancel Item Short Name Figure 7 27 Menu Item Editor Enter the item name and click the down arrow next to the Menu Category 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 on this tab please see Menu Setup Menu Item Editor in Chapter 5 of the User Manual MENU ITEM AUTO PRICES In Aldelo For Restaurants navigate to Back Office Setup Menu Setup Menu Item Auto Prices This screen allows you to create automatic price changes for individual items based on the time of day and day of the week see Figure 7 28 50 ALDELO FOR RESTAURANTS TRAINING MANUAL Menu Item Auto Prices All Menu Groups Menu Item Name 6 00 00 PM TO 7 00 00 PM 0 99 Apple Pie Baked Potato Bloody Mary Budweiser Wednesday Buffalo Wings Cheese I Cheese m Thursday Cheese s Cheese x Cheese Cake Chef Salad Chicken Salad
91. Diet Coke Budweiser Bloody Mary Scotch Vanilla Ice Cream Vanilla Ice Cream 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 on 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 Seat button The caption changes to By Menu Item Click the button again Now click any item assigned to seat two All of the items assigned to seat two are highlighted Click anywhere on the blank check and those items move from check one to check two COMBINING ORDERS Orders may be combined as well as split One member of a party may decide to buy for the other or a couple that had previously asked for separate checks may change their minds The Combine feature of Aldelo For Restaurants makes this easy to handle Create the three separate orders as listed in the table below clicking the Done button after entering each order Order 1 Order 2 Order 3 Potato S kins ee ee Chicken Salad Tuna S alad Pasta S alad Coca Cola D iet Coke Budweiser CHAPTER 10 DINE IN ORDERS 9
92. Figure 7 12 EMPLOYEE FILES General Tab In Aldelo For Restaurants navigate to Back Office Setup Employee Setup Employee Files Click on the 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 Leave the Preferred Language field set to the default value English for all employees In actual use you should enter all of the requested information It is used primarily in reports Notice that the CHAPTER 7 INFORMATION DATA ENTRY 35 Security Level is entered 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 13 Pay Access Last Name Name Job Title Title Scale Code Hired Date Eugene Kelly Manager 36 ALDELO FOR RESTAURANTS TRAINING MANUAL Employees Last Name 1 General Austerlitz Frederick Beard James First Name William Brodel Joan Middle Initial Brooks Foster Collier Johnnie Gumm Frances Tax Account Number Johnson Robert Area Code Phone No Kelly Eugene Mapother Thomas McMath Virginia Mailing Postal Code McWilliams Julia Job Title Murphy George Nicholas Harold Powell Eleanor Security Level Smith Jeff MSR Card Ventura Dave Yarborough Last Name Yarborough Mailing Address
93. In Table x Dine1 Number By Ticket Activities vy 5 jumqgw wv Order Types ders ES E r La EAE iuis Figure 17 1 136 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 server s orders When the button is depressed the default state only the current server s orders may be viewed The Open Orders button toggles between Open Orders and Orders Click the button until Open Orders displays in the upper left of the screen The Show List button displays the orders in a list format streamlining the screen by eliminating the rest of the buttons from the display This is a matter of personal preference In the Open Orders window select the first 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 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 one of the orders The check appears in the Recalled Order screen see Figure 17 2 Note that with this method of orde
94. KKK KKK KKK KKK KKK KEK KKK KEK KKK KK EKER ERE ER Re kk k k kk Figure 23 24 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 Office 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 25 The report may be printed or exported to a text file 188 ALDELO FOR RESTAURANTS TRAINING MANUAL Sales By Menu Item Report Report From 1222007 Sort By Descending Export Print ReportTo 1222007 J o A TOTAL SALES REPORT BY MENU ITEM From 1 22 2007 To 1 22 2007 SALES AMOUNT PERCENTAGE QUANTITY Budweiser Buffalo wings Cheese 5 Cheese x New York Steak Onion Rings Pasta Salad Pepperoni x Potato Skins Roasted Chicken Stuffed Jalapefios Salad Vanilla Ice Cream IGROSS ITEM SALES DELIVERY FEES ORDER SURCHARGES ORDER DISCOUNTS Less ICASH DISCOUNTS Less CREDITS USED Less Variance TOTAL SALES 306 64 EEE KEKE EEE EE EEE EEE EEE EEE EEE EEE KEE EE EEE EE EEE EEE EEE EEE EE EERE Note Refunds if any are not reflected in this report kk kk kkk kk kkk k k k k k k k k k k k k Figure 23 25 Server Gratuity Report This feature generates a report that dis
95. Misc screen Select Yes when asked Make current order tax exempt The tax is removed from the guest check and Tax Exempt Sale displays below the last item To remove the tax exemption repeat the procedure clicking Yes when asked Remove tax exempt status for this order No KITCHEN BAR The No Kitchen Bar feature allows the user to place a hold on sending the ordered items to the kitchen and 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 Send items to kitchen bar select No The system returns to the Order Entry screen Now clicking the Done button does not send the order to the kitchen printer When the order is recalled again clicking the Done button sends the order to the kitchen immediately To hold the order again the procedure must be repeated Only items that have not yet been sent to the kitchen are affected If all items on the guest check have been sent to the kitchen this button has no affect 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 Stuf
96. OM 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 in the previous section 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 For Restaurants allows the user to create barcode stickers to attach to inventory items This feature requires the use of an Aldelo Systems Inc 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 21 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 Gro
97. PENING PROCEDURES 73 Chapter 8 Opening Procedures Time Cards Aldelo For Restaurants 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 has been 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 select 12 and press the Enter button to clock in our owner George Murphy Since all access codes must be unique the software recognizes the individual employee Click on 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 User Manual When finished clocking in the manager 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 week desired by using the date picker tool After choosing the date click the Select button to view the schedule se
98. RY SUMMARY REPORT From 1 22 2007 To 1 22 2007 DRIVER NAME NET SALES DELIVERIES TAKEN DRIVER COMP Robert Johnson William Yarborough 02 50 TOTAL 192 50 10 00 Figure 23 21 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 185 Open Order Report OPEN ORDER ALERT REPORT This report shows all open orders that need to be settled 1 22 2007 10 00 28 AM 27 48 Employee Eleanor Powell 1 22 2007 10 00 45 AM 15 24 Employee Eleanor Powell 1 22 2007 10 01 13 AM 41 59 Employee Eleanor Powell 1 22 2007 10 01 50 AM 19 83 Employee Eleanor Powell Figure 23 22 Menu Sales By Category This feature of Aldelo For Restaurants 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 gt Other Tools and click the Menu Item By Sales Category button Select a specific category from the drop down list of the Specific Menu Category Sales Report window and then click the R
99. Secondary Language Pack Size Description Pack Size Barcode Each Item Barcode Ketchup 12 32 oz bottles Cheese Cake Chives Coca Cola Recipe Units Pack Size 384 French Fries Total Items Per Pack Size Inventory Group Condiments Inventory Location Cooler 1 Mixed Vegetables New York Steak Inventory Vendor Emco Onion Rings Sort Order 1675 Orange Juice Orange_Juice Potato Pack Size Replenish Level 3 Scotch Sour Cream Stuffed Jalapenos Tuna Salad Vodka Pack Size Qty On Hand Pack Size Cost Per Qty Total Pack Size Value Pack Size Re Order Point 0 75 Inventory Description Inventory Last Updated Hide Inventory Item Figure 7 42 MENU RECIPE EDITOR In this screen we setup menu item recipes This allows the ingredient inventory to deplete as the menu items are sold Navigate to Back Office gt Setup gt Inventory Setup gt Menu Recipe Editor In the Menu Item Name list click on Bloody Mary Double click the Inventory 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
100. 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 Sour Cream and 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 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 printer after the Done button is clicked The action may be repeated as many times as necessary as long as the above procedure is completed before clicking the Done button 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 on 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 1 CHAPTER 10 DINEIN ORDERS 89 button of the table diagram When finished click the Done button on both screens On t
101. 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 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 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 system reverts to the Order Entry screen Only one surcharge may be added to an order To remove a surcharge follow th
102. Upon selection of a square on the Dine In Tables screen the Dine In Table Editor displays see Figure 7 22 Following Figure 7 21 and the table below enter the table names number of seats the average usage in minutes etc Click Done and select another square on the Dine In Tables screen Continue repeating the procedure above until you have 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 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 ooth Private Numbers Seats Minutes Section Windows Seating Seating LDine4 7 6 40 ves Die8 22 6 40 Yes Yes Patio i 4 40 ves 1 Bar A 4 DRESD Dine In Table Editor Dine In Table Name Dine10 Total Seats 12 Max For Visual Seating Average Table Usage Minutes 40 Picture Smoking Section Near Windows Booth Seating Private Seating Hibachi Table Figure 7 22 CHAPTER 7 INFORMATION DATA ENTRY 45 Menu Setup MENU CATEGORIES In Aldelo For Restaurants each menu item is assigned to a Menu C
103. Y 41 Employee Schedules Week Begin Date Last Name Monday as Beard McWilliams Julia 8 00 00 AM To 5 00 00 PM Smith Jeff Tuesday 8 00 00 AM To 5 00 00 PM Wednesday 8 00 00 AM To 5 00 00 PM Thursday 8 00 00 AM To 5 00 00 Friday 8 00 00 AM To 5 00 00 Saturday Sunday Regular Hours 0 00 Over Time Hours 40 00 Double Time Hours 0 00 C Show All Employees Total Hours 40 00 Copy Schedule Same As Figure 7 18 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 Add the information to the table groups screen as seen in Figure 7 19 42 ALDELO FOR RESTAURANTS TRAINING MANUAL Table Groups Table Group No 1 Table Group No 2 Table Group No 3 Table Group No 4 Table Group No 10 Close Table Group No 5 Table Group No 6 Table Group No 7 Table Group No 8 Table Group No 9 Figure 7 19 Table Group Editor From the main screen of Aldelo For Restaurants navigate to Back Office Store Settings Select the Other tab Place an X in the Setting Value field of the Enable Table Group Tip Sharing option This must b
104. ad Mixed Vegetables French Fries New York Steak Onion Rings Potato Chivas Apple Pie Bloody Mary Mix Budweiser Beer Butter Cheese Cake Chives 12 1 liter bottles 24 12 oz cans 12 1 quart bottles 16 1 qt bottles 12 1 quarttubs 12 32 oz cans 6 5 Ib bags frozen B 5 Ib bags frozen 80 12 oz steaks 10 Ib box frozen 3 20 Ib bags fresh Alh hnx fresh Preview Calculator Price History 4 Figure 24 20 REVIEW PURCHASE ORDER Existing purchase orders may be reviewed by using the Review Purchase Order feature of Aldelo For Restaurants From the main POS screen navigate to Back Office Activities Inventory Activities and click on Review Purchase Order The Purchase Order Selection screen displays If desired enter the From and To dates at the bottom of the screen and press the Enter button to narrow the number of purchase orders displayed Next double click one of the purchase orders in the list to display the Review Purchase Order screen which is almost identical to the New Purchase Order screen The purchase order may also be selected by highlighting it and clicking the Review button 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 212 ALDELO FOR RESTAURANTS TRAINING MANUAL CREATE PO FR
105. ain POS screen click the Void button Enter an access code with a high enough security level to perform a void operation The Open Orders screen appears If the order to be voided does not appear on the screen disable 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 When done click the Finish button see Figure 18 1 5 Aldelo For Restaurants Pro Edition Aldelo Systems Inc Void Reason Customer forgot to bring his wallet 1 10 2007 10 50 37 AM Figure 18 1 The following message box asks if you want to notify the kitchen or bar of the void see Figure 18 2 Select Yes or No 140 ALDELO FOR RESTAURANTS TRAINING MANUAL Print Kitchen Bar Chits _ Figure 18 2 If Inventory Depletion is enabled on the system the final screen displays Waste or No Waste see Figure 18 3 If the order has already been prepared and is thrown out click Waste If the order was voided before it was prepared click No Waste Waste or No Waste Please Select Your Choice Figure 18 3 CHAPTER 19 CASHIER OPERATIONS 141 Chapter 19 Cashier Operations No Sale A No Sale operation is the opening of the cash drawer outside of a sale transactio
106. ape ie RO eode pete dev aded geli ie eee 117 CHAPTER 12 TAKE OUT ORDERS eres ees d stessa tust 119 TAKE OUT ORDER ENTRY ouv ere pp ate EO a n er I S ERA RARE 119 Creating a Take Out Order e e t bee RR REOR ERE PH RUIN E I 119 CHAPTER 13 DRIVE THRU ORDERS reeeeeeeeee teens este tn sonia tna tn status tns ta sns on statu 123 DRIVE THRU ORDER ENTRY eese enne nene ernst en rnse resi teaser a ainsi tense a nein sena 123 Creating Drive Thru Ordet ue e RR CHER 123 Marking a Drive Thru Order as 123 CHAPTER 14 DELIVERY ORDERS eeeeeee eese tna tn statu atas tasas ons stas 125 DELIVERY ORDER ENTRY eh ate coh t med adi dua i ette c cte e 125 Creating a Delivery Order 4 2 5 ki ed ge eee di P eee 126 CHAPTER 15 DELIVERY 127 ASSIGNING A DELIVERY uere e pie pe NR D UR RS ME 127 Default Delivery evo ecce eye ee e 127 Driver Dispatch Screen Assignment noaie ee
107. apter 22 of the User Manual CHAPTER 24 MAINTENANCE ACTIVITIES 209 Maintain Gift Certificates Account Number Gift Certificate Number tf Issued Date Time 1 18 2007 10 58 50 AM Account Number 7 Authorized By Joan Brodel Issued To Lisa Gentry Presented By Paul Gentry Issued Amount 50 00 Expiration Date Status 4 Void Reason Figure 24 18 NEW BAD CHECK If the restaurant receives a returned check from the bank enter it into the Bad Check Editor From the main POS screen navigate to Back Office Activities Customer Activities and click on New Bad Check The Bad Check Editor screen displays See Figure 24 19 Enter the necessary information from the check into the fields on the form When finished click the Done button 210 ALDELO FOR RESTAURANTS TRAINING MANUAL Bad Check Editor Check Writer Info Issuer First Name Daniel Issuer Last Name Lane Cancel Issuer Address 458 Rumble Boulevard Postal Code 95354 City Modesto Area Code Phone 209 777 6543 Driver Lic 1 2853051 Bad Check Info Check Issue Date 1242007 Check 1653 L _ Bank Routing 1578159534 Account 9857428630 Ref Order Chk Amt 123 81 Bad Check Reason Bank of Am O Bad Check Penalty Non Sufficie 0 Penalty Amt 25 00 Collection Status In House Collecti Alert Code Manager Attentic Bad
108. atabase The Backup Database feature of Aldelo For Restaurants allows the user to create backup copies of the database to be used in case your live database somehow becomes corrupted The backup can only be created on the server computer that contains the database installed locally The backup 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 CHAPTER 25 DATABASE MAINTENANCE 223 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 Back Office and click on Backup Database under the Common Tasks section of the screen After a confirmation screen the Backup Database screen displays see 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 click the Yes button if your current database exhibited no problems in operation The Backup Successful screen appears Click the OK bu
109. ate to Back Office Activities Inventory Activities and click on Receive Inventory Items The Receive Inventory Items screen displays see Figure 24 22 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 The purchase order must be edited so that it exactly matches the actual items that were delivered by the vendor When the editing is complete click the Finish button 214 ALDELO FOR RESTAURANTS TRAINING MANUAL Receive Inventory Items Earliest PO Date Purchase Orders Received Date 1 20 2007 Purchase Order 4 Account Number 587459 1 24 2007 Humboldt 1 24 2007 Rocelved Inventory Items Price Per Quantity Extended Cost 12 1 quart bottles 25 00 75 00 Budweiser Beer 24112 oz bottles 15 00 300 00 Chives 5 Ib box fresh 19 99 19 99 Coca Cola 24 12 oz cans 9 25 185 00 French Fries 6 5 Ib bags frozen 29 00 87 00 Mixed Vegetables 6 5 Ib bags frozen 33 00 66 00 New York Steak 80 12 oz steaks 350 00 350 00 Onion Rings 10 Ib box frozen 12 00 12 00 Orange Juice 16 1 qt bottles 22 00 44 00 Potato 3 20 b bags fresh 35 95 71 90 Scotch
110. ategory 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 gt Setup gt Menu Setup gt Menu Categories Enter the information as seen in the Menu Categories screen below see Figure 7 23 Click the Save button after each entry To enter another click the New button When finished click the Done button Menu Categories Menu Category Hide Menu Category Figure 7 23 MENU GROUPS In Aldelo For Restaurants navigate to Back Office gt Setup gt Menu Setup gt Menu Groups Here we build the Menu Groups we will use for our restaurant see Figure 7 24 Click on the rectangle in the upper left side of the screen The Menu Group Editor displays see Figure 7 25 46 ALDELO FOR RESTAURANTS TRAINING MANUAL Menu Groups Menu Group Schedule Figure 7 24 Menu Group Editor Group Name Appetizers Sec Language Picture Show Caption Pick Color Cancel Not Available For Dine In Orders Not Available For Bar Tab Orders Not Available For Take Out Orders Not Available For Drive Thru Orders Not Available For Delivery Orders Default Group For Dine In Orders Default Group For Bar Tab Ord
111. avigate to Back Office gt File gt Import Export Data The Import Export data screen displays see 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 a mistake was made 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 For Restaurants the file may be found in the C Documents and Settings All Users Application Data Aldelo Systems Aldelo Data Aldelo For Restaurants Export directory Import Data This feature of Aldelo For Restaurants 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 gt Import Export Data The Import Export data screen displays see Figure 26 1 Click the Import button Navigate to the file to import and click the Open button 226 ALDELO FOR RESTAURANTS TRAINING MANUAL Import Export Data O Export Entire Database Export Setup Data
112. bles 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 11 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 User Manual 202 ALDELO FOR RESTAURANTS TRAINING MANUAL Maintain Customer Records Phone Number a one Numb 2092223456 one Number 2099998765 2094878230 Customer Name Ted Shively 2095551212 Delivery Address 2666 Fiedler Way 2095551234 2095554321 2095558230 Postal Code 95355 Modesto CA 2097776543 Delivery Charge 3 2097777777 2098248230 2098887654 Delivery Remarks 2099998765 Cross Street Standiford Ave Delivery Compensation 2 VIP Customer Notes Anniversary Account Code Month Figure 24 11 CREATE CUSTOMER ADDRESS LABELS Aldelo For Restaurants 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 Systems Inc certified label printer with 1 X 3 labels From the main POS screen navigate to Back Office gt Activities gt Customer Activit
113. both may be used together Enter the expiration date 12 31 2009 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 Jim Newman Both of these fields are optional Next enter the dollar value of the gift card 100 00 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 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 tendered from the customer and click the Finish button The amount tendered must be sufficient to cover the balance due or the Finish button does not become active 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 146 ALDELO FOR RESTAURANTS TRAINING MANUAL 5 Aldelo For Restaura
114. by click the Duplicate This button The Order Entry screen displays allowing the user to continue just as though it was a new order CHAPTER 15 DELIVERY PROCEDURES 127 Chapter 15 Delivery Procedures Assigning a Delivery Order Aldelo For Restaurants allows two methods of assigning deliveries to drivers Default Delivery Assignment and Driver Dispatch Screen Assignment To use these features our delivery drivers must be clocked in 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 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 P 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 number The driver may take one several or all of the orders waiting for delivery For our purposes select only the first order Wh
115. ce Act vitles etr rer PURI ri 191 215 Manager Casb Out cn nene enne ot pU DURER ORE 143 Manager Operations eee e eu e e t tu e 161 P PE 109 MapPoint Setup zie eee ODE ne eee te do ee Rr atte 129 Marking a Drive Thru Order as Complete etienne tt eE rere tonta ee reae ipe Pieces 123 Menu Cate uud ET 45 Men Groups isc ote adire o OR ei el este 45 87 Menu Group Editor castes BSS BASS AR GAR SEONG Bal BONA A ais Ae 47 Men Item Auto Prices 49 M 48 53 ES 49 Menu Moditi rs rete e ER 57 Recipe Editor eo teer REED 65 67 69 179 Menu Setup eo ERO ente ims dte iren 45 MISC Button ettet ot BAMA eter tete te be Pete 101 Modifier Builder Setup esee bere eheu epe tn ee G 54 111 Modifier Builder Teinplate eco rep D RR ER ee tar EE 54 56 111 Moditiet Recipe Selector see de eon ted i e e i pe pede 69 Modifier Systemi aee oe EH irte coed apt D ree 109 Monitor Client Connections onte e er eR Ee erbe 215 N Your Computers susie chia ein IPRC 12 233 Naming your WOorkgrOoUp eoe eret eee 11 Network
116. ch you enter information of different categories see Figure 7 1 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 Chapter 26 of the User Manual Note that you must click the Hostess Paging Setup button on the Services tab to gain access to the Hostess Paging Setup screen Store Settings Print Staff CRM Products Order Entry Other General Taxes Services Revenue Receipts Store Name Server Computer Name Premise Address Server TCP IP Address Premise Postal Code 95356 Server TCP IP Port Area Code Phone No Auto Restart All Computers Auto Shut Down All Computers Default Area Code 1000 Site Number Auto Trigger Time Mailing Address For Demonstration Use Display Special Message During Login Mailing Postal Code 195356 Modesto CA Special Message Side Bar Logo m Daily Start Time 13 00 00 AM Lunch Start Time 10 00 00 AM Dinner Start Time 4 00 00 PM Telephone Display Format 000 000 0000 Figure 7 1 24 ALDELO FOR RESTAURANTS TRAINING MANUAL Security Settings In Aldelo For Restaurants navigate to Back Office gt Setup gt General Settings gt Security Settings this screen may also be accessed by navigating to Back Office and selecting Security
117. ck In Time Clock Out Time 1 5 2007 12 13 00 PM 1 17 2007 9 50 00 AM Break 1 Begin Time Break 1 End Time k L Break 2 Begin Time Break 2 End Time Break 3 Begin Time Break 3 End Time Break 4 Begin Time Break 4 End Time Yarborough William Driver Break 5 ey Time Break 5 End Time sip mq Normal Time Card Tips 0 00 Hour Hour Minute Minute a Clear Time Figure 23 1 162 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 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 screens 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 Recalled Order Server Virginia Station 2 Order 256 Dine In Table Dine4 Guests 10 Chef Salad 1000 Island Garlic Croutons Bacon Bits Slivered Alm Diet Coke gt gt Ticket s 4 lt lt 1 9 2007 12 02
118. ckbox 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 Previous and Next gt gt buttons to navigate through the data The statements may be printed by using the print buttons Click the Close button when finished 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 CHAPTER 23 MANAGER OPERATIONS 175 In House Charge Accounts Report Sort By Descending CUSTOMER IN HOUSE CHARGE ACCOUNTS ICUSTOMER NAME PHONE NUMBER EXPIRES STATUS CREDIT LIMIT BALANCE AVAIL CREDIT Ted Shively 209 999 8765 11 30 2007 Active 1 000 00 31 29 968 71 Charles Bancroft 209 888 7654 Active 500 00 38 92 461 08 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 screen displays On this screen customer records may be reviewed or edited and new customer records may be created Whenever changes are made or new records created click
119. creen displays The three buttons at the top of the screen are 112 ALDELO FOR RESTAURANTS TRAINING MANUAL 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 Setup screen A selected Modifier Type button may be deselected by clicking it again or by clicking another Modifier Type button Add Sour Cream Light Butter and Extra Chives 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 Trash Can button To remove all selected modifiers click the Clear All button 72 For Restaurants Pro Edition Aldelo Systems Inc Cream Figure 10 18 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 User Manual Create a new order in Aldelo For Restaurants Enter the menu item in the following table CHAPTER 10 DINE IN ORDERS 113 Table SS _ The Pizza Builder screen displays Select the Chicago Style crust from the buttons at the top of the screen The
120. ct Database A message displays indicating the compaction was executed successfully Jet Compact Utility The Jet Compact Utility compacts databases created with the Microsoft Jet database 4 engine This utility may be run for recovering corrupted databases Although you can run the Compact Database method with the Microsoft Jet database 4 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 were displayed during the compact process If none were seen and Jet Compact completed successfully click the Yes button Backup D
121. ctivities gt General Activities and click on Global Menu Item Price Change The Global Menu Item Price Change screen displays see Figure 24 9 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 item 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 Percent 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 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 Clicking the Update button completes the menu item price change 200 ALDELO FOR RESTAURANTS TRAINING MANUAL Global Menu Item Price Change Menu Group Price Change Results Pizzas Menu Items Cheese I Cheese m Cheese s Cheese x Pepperoni I Pepperoni m Pepperoni s Pepperoni x Pepperoni x Select All Se
122. d i tr cates ie e bee arat 82 DER Ee RR dicken 83 ASSIGNING A TABLE peer RE uiia maim ataca e ausit 84 CHAPTER 10 DINE IN ORDERS eeeeeee esent seen seta sone ta sesso sees suse tasse tuae 87 ORDER ENTRY seeded n rene og Et aie 87 87 Adding Items to an y e eaten pep aur nep Wie aie 68 89 Reorderifig tems a e etit eee gerer 91 Holding Items vs ie heo e ee e ptt ee e d eg reete i e e ave iege os de i ed e 92 Releasing a Hold BU BU det 95 Splitting an Order iio e oae bed dee tha E RUE 93 Combining OTdets us E A tr eb et te pepe eerte ees 94 IPHONE ees 95 Ordering Multiple Quantities 1 95 Ttem Details tea p o eeu o PR PR ania 96 HU Dno cm 96 SUFCRAFE e da oem Gin 96 Applying Credits e ha etd Eee eet de e ege P edge 98 Changing the Order Type se rere P Ue US 99 Adding a Customer Name to an 99 Changing the Number of Guests on the Check eese eee neen rennen ene 100 Changing the Table Nu
123. delo For Restaurants Visual Route Planner Type place or address vri 2 A e Road Map Route Planner x Time Mile Instruction Summary 2 7 miles 9 minutes Type place or address Highway construction information is out of date Click this line to update 4 15 PM 0 0 Depart 399 Bangs Ave Modesto CA 95356 or 0 2 mi 4 16 PM 0 2 Turn RIGHT South onto SR 108 McHenry Ave 1 0 mi 4 18 PM 1 2 Turn LEFT East onto Sylvan Ave 1 0 mi 4 21 PM 2 2 Turn RIGHT South onto Coffee Rd 0 3 mi 399 Bangs Ave Modest lt 4 23 PM 2 5 Turn LEFT East onto Thorsen Ave 0 2 mi 2 3359 Bonnevier St Mo 3 4 24 PM 2 7 Turn LEFT North onto Bonnevier St 54 yds MapPoint Claratina Ave 5 Ag peonueg r2 p I oralwaod Ri Vi r niona Ave ii E pom 2 1 i Nel Yau TravelTime 9Mm ee Figure 15 2 Viewing Delivery Order Status Managers may view the status of deliveries by clicking the Delivery Status button on the main POS screen CHAPTER 15 DELIVERY PROCEDURES 131 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 address driver departure time time since order placement and t
124. delo For Restaurants Pro Edition Aldelo Systems Inc 1 Potato Skins 3 95 1 New York Steak 16 95 tj on 1 Maine Lobster 22 95 Table Dines Guests 2 1 Bloody Mary 4 95 1 New York Steak 16 55 gt Seat 1 1 Screwdriver 4 95 Medium rare Baked Pot 1 Cheese Cake 2 95 9 So NND stmd veg Maine Lobster gt Seat 2 F Fries stmd veg Bloody Mary gt Seat 2 Screwdriver gt Seat 1 1 Cheese Cake gt Seat 2 12 20 2006 11 50 49 AM Sub Total Discount Order 56 70 Tax y 4 39 EE 3I Amount Due 461 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 in Security Settings gt 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 they 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 on the Void button and select the five Coca Colas from the item list Click the Reduce button The quantity reduces to four on both the list and the check Th
125. e Change screen CHAPTER 21 ORDER SETTLEMENT PROCEDURES 153 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 4 Aldelo For Restaurants Pro Edition Aldelo Systems Inc DE T XE Sides Dine In Guests Table Checks rh Server Eleanor Station 2 order s 294 es Table Dine Guests 1 Buffalo wings 1 Maine Lobster Baked Pot Butter chives sour EAM Stmd New work steak Medium well F Fries Stmd Veg Bloody Mary Screwdriver Apple Pie Cheese Cake gt gt Ticket 14 lt lt 1 15 2007 4 30 41 PM Sub Total TI Discount Order 61 65 Amount Dus 166 43 1 15 2007 4 32 43 PM Station 2 Figure 21 6 Settling Using Driver Money Drop Create two delivery orders in Aldelo For Restaurants clicking the Done button after each Next from the main POS screen click the Driver button Select both orders 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 it and on the Confirm Action screen click the Yes button to indicate that the delivery orders have arrived Click
126. e Editor Monday Clock In Time Clock Out Time Break 1 Begin Time Break 1 End Time Break 1 Compensated Break 2 Begin Time Break 2 End Time Break 2 Compensated Break 3 Begin Time Break 3 End Time Break 3 Compensated Break 4 Begin Time Break 4 End Time Break 4 Compensated Break 5 Begin Time Break 5 End Time Break 5 Compensated Figure 7 17 5 00 00 10 00 00 AM 12 00 00 PM 1 00 00 PM L1 3 00 00 PM 3 10 00 PM 8 00 00 AM 59 Cancel 10 10 00 AM Regular Hours 0 00 Over Time Hours 8 00 Double Time Hours 0 00 Total Hours 8 00 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 18 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 select Add and enter a new date by using the up and down arrows for the month day and year Click on Select and enter the new schedule CHAPTER 7 INFORMATION DATA ENTR
127. e Figure 8 1 Click the Print button to print a copy of the schedule or the OK button to exit 74 ALDELO FOR RESTAURANTS TRAINING MANUAL Employee Work Schedule EMPLOYEE WORK SCHEDULE Prepared For George Murphy Job Title 12 11 2006 8 00 00 AM 8 00 00 PM Break 1 11 00 00 AM 11 10 00 AM Break 2 2 00 00 PM 3 00 00 PM Break 3 6 00 00 PM 6 10 00 PM 8 00 00 AM 8 00 00 PM 12 00 Break 1 11 00 00 AM 11 10 00 AM Break 2 2 00 00 PM 3 00 00 PM Break 3 6 00 00 PM 6 10 00 PM Wed 8 00 00 AM 8 00 00 PM 12 00 Break 1 11 00 00 AM 11 10 00 AM Break 2 2 00 00 PM 3 00 00 PM Break 3 6 00 00 PM 6 10 00 PM Thu 8 00 00 AM 8 00 00 PM 12 00 Break 1 11 00 00 AM 11 10 00 AM Break 2 2 00 00 PM 3 00 00 PM Break 3 6 00 00 PM 6 10 00 PM Fri 8 00 00 AM 8 00 00 PM 12 00 Break 1 11 00 00 AM 11 10 00 AM Break 2 2 00 00 PM 3 00 00 PM Break 3 6 00 00 PM 6 10 00 PM Sat 8 00 00 AM 8 00 00 PM 12 00 Break 1 11 00 00 AM 11 10 00 AM Break 2 2 00 00 PM 3 00 00 PM Break 3 6 00 00 PM 6 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 75 Employee Current Earnin
128. e done before you open the Table Group Editor or the Table Group Tip Sharing portion of the screen will not be visible Escape back to the main screen then navigate to Back Office Setup Table Setup Dine In Table Groups and select the Edit button for the Dining Room Table Group Add the information to the Tip Sharing section of the Table Group Editor screen as seen in Figure 7 20 This allocates a portion of the tips received by the wait staff to other employees such as bus persons dishwashers cooks etc You may enter up to two Tip Sharing Groups per Table Group Click the Done button and enter the same information for the Patio and Bar Table Groups as well Table Group Editor 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 20 DINE IN TABLES CHAPTER 7 INFORMATION DATA ENTRY 43 Dining Room Bus Person 10 Dishwasher 10 From the main screen of Aldelo For Restaurants 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 Refer to Diagram 2 1 of this manual Select one of the corresponding squares on the Dine In Tables screen see Figure 7 21 Dine In Tables E m _ E 27 _ 5 Figure 7 21 44 ALDELO FOR RESTAURANTS TRAINING MANUAL Dine In Table Editor
129. e eene nennen teen etre enne nenne enne tenerent entrent 127 VDI ERIA RIAN E a ANOT EAA RE 128 DELIVERY DIRECTIONS AND ROUTE PLANNING 00 cccccecccccccsssscecccccccesssscecccesessssececccsssusuascecsesauanenseceeeees 129 MapPoint 129 Using MapPoint EN eh ege ERE SNR Te va Ce LY ee 129 VIEWING DELIVERY ORDER STATUS cccccesssccesscesscececeesseecaesesseecsaeeseseecsuecseseecsaesseseecaeseeeeecsaesseseecsaeeeses 130 Using the Delivery Status SCreens iei ete EORR 131 CHAPTER 16 QUICK 133 USING THE QUICK SERVICE SCREEN sese eene nennen nentes eerie tenerse resinae rennes nnne 133 CHAPTER 17 RECALL PROCEDURES ee ee eee eee eese enne see 9 9 92 9 9 5 135 RECALE OPERATIONS A 135 Recall iR haa Baa Ec 135 Select Table Number 136 Select Order to 3Settl 136 Order Checks 137 Misc Recall Order vestes ao Aa eae 137 tot 137 CHAPTER 18 VOID PROCEDURES iisssssssisssssesesssssescenssevsacosassbacessseescesesetsoseseess seseessssvsseces
130. e 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 Done button to return to the Order screen On the Order screen click the Done button to send the order to the kitchen CHAPTER 10 DINE IN ORDERS 91 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 FFries 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 gt Aldelo For Restaurants Pro Edition Aldelo Systems Inc 1 Pork Chops 1 R
131. e report Z Closing Report Z Closing Report 1 18 2007 George Murphy 12 4 2006 11 02 29 AM Out 12 11 2006 8 55 27 AM Station 1 Cash Tray 1 Bank Report 1 NET SALES 1 747 11 Cashier Name George Murphy AM In 12 11 2006 8 51 07 Out 12 11 2006 8 55 55 AM Station 2 Cash Tray 2 Bank Report s 2 NET SALES Cashier Name George 12 11 2006 8 56 24 AM Out 12 13 2006 11 54 29 AM Station 2 Cash Tray 1 Bank Report s 3 NET SALES Cashier Name George In 12 13 2006 4 47 20 PM Out 12 14 2006 12 46 27 PM Station 2 Cash Tray 1 Bank Report 4 NET SALES Cashier Name Joan In 12 14 2006 12 47 03 PM Out 12 14 2006 2 05 33 PM Station 2 Cash Tray 1 Bank Report 5 NET SALES 0 00 Cashier Name Joan Brodel In 12 15 2006 8 31 53 AM 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 172 ALDELO FOR RESTAURANTS TRAINING MANUAL FREQUENT DINERS New Freq Diner From the main POS screen navigate to Operations gt Frequent Diners and click the New Freq Diner button Enter the customer s phone number If an account already e
132. e same procedure but select the Yes button when prompted to remove surcharge 3 Aldelo For Restaurants Pro Edition Surcharge ID 1 Party of 8 or More Surcharge ID 4 Customer Dessert Fee Figure 10 7 Aldelo Systems Inc Surcharge ID 2 Corkage Fee CHAPTER 10 DINE IN ORDERS 97 Surcharge ID 3 Use of Private Room Order 144 Table Dine4 Guests 1 2 Stuffed Jalapefios 1 8 Chicken Salad 57 Student Discount 6 36 Item Already Discounted Employee Discount 0 69 Cash Discount By Eleanor Powe an jParty of 8 or More 9 63 gt gt Ticket 13 lt lt 12 26 2006 12 48 55 PM 98 ALDELO FOR RESTAURANTS TRAINING MANUAL APPLYING CREDITS In Aldelo For Restaurants 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 by participating in 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 on the Credit button Enter the phone number for the customer 2095558230 If it is not found in the database you are prompted to create a new customer Select Yes and enter the requested information on the Customer Credit screen see Figure 10 8 the Limitations field and the Expire Date field are optional When finished click the Done button 5 Aldelo For Restaurants Pro Edition Aldelo Systems Inc Cust
133. eated 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 3 This moves the reservation from the Open reservation list to the Checked In reservation list 82 ALDELO FOR RESTAURANTS TRAINING MANUAL Reservations Waiting List Floor View Party Name Guests Smoking Table Pager Status Elapsed Lackey Dine3 James Newman Craighead Dine3 Landa Dine 10 Cancelled Open Checked Ins Walked Outs No Shows Cancellations Figure 9 3 Waiting List To keep track of customers waiting to be seated the Waiting List feature of Aldelo For Restaurants may be used To use this feature you must navigate to the Store Settings gt Services gt Dine In gt Hostess Paging Setup gt Waiting List tab and make sure the Disable Waiting List Feature checkbox is not checked 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 us
134. ems When an order arrives from a vendor it must be received into inventory to allow the system to calculate 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 CHAPTER 23 MANAGER OPERATIONS 177 of received inventory items see Figure 23 15 Review the items If everything is correct click the Finish button If changes must be made select the inventory item from the list and click the Edit button Make the necessary 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 Receive Inventory Items Earliest PO Date Purchase Orders Received Date 1 9 2007 1 19 2007 Received Inventory Items Inventory Item Name Pack Size Description Qty Received Price Per Quantity Extended Cost NN Figure 23 15 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 ite
135. en finished click the Departure button DRIVER DISPATCH SCREEN ASSIGNMENT Navigate to Back Office gt Store Settings gt Services gt Delivery Select the Checkbox for Show Driver Dispatch Screen 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 upper section 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 it to assign the order to the driver Click the Done button to return to the main POS screen 128 ALDELO FOR RESTAURANTS TRAINING MANUAL william Yarborough Arrival 12 36 39 PM Robert Johnson Departure W D eparture i Other Employee Barcode Scan Ticket lt 11 gt Order 246 1839 Tully Aveune Elapsed 2 Minutes m Show All EN Unassign Delivery Status Done 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 Driver screen Next click the Money Drop button When prompted for the Employee Access Code enter 7 for Robert Johnson The Dri
136. ents eter tenere rn ine le he ee i nei die aolet oriri rechnet In House Account List inito e s RR LR e ead Customer Files Inventory Activities Shopping List Phy Count SECU ER Phy Inv Inv Prep Forecast Inventory Items Menu Recipe Editor e Other TOO RE Caller ID EO uin te veo RUE EUR EIU EU PE Caller ID Switch Customer Incidents Assign Table Mode eun reete ate nde ERE EE DER RE Edit Work Schedule Add Cash To Bank m arie Emp Sall Working c ine en d ee ees CHER NE Open Order Report 2 siete te eee co Bo es Menu Item Sales By Category Sales By Category Report esses Sales By Menu Item Report us Server Gratuity Report ERE CHAPTER 24 MAINTENANCE ACTIVITIES csssssssscssssccsssssscsnsscoscsssssssssnessesscssessessesssssnessesnesees 191 GENERAL ACTINITIES epe ep en pre heel pef pepe endete le en re eda 191 Pay 19 N w Local TIT PEERS 192 REVIEW Local E mail 193 Vid o Surveillance Control AR ee te 194 Video Surveillance Review Browser ire e aia rE e o aea a
137. eport button The report displays on the screen see Figure 23 23 It may be printed or exported to a text file 186 ALDELO FOR RESTAURANTS TRAINING MANUAL Specific Menu Category Sales Report Report From 1 22 2007 Report To 2007 MENU ITEM SALES BY CATEGORY REPORT From 1 22 2007 To 1 22 2007 Sales By Category QUANTITY Budweiser Heineken 1 000 BEER 2 000 QUANTITY 000 000 000 000 Stuffed Jalaperios Tuna Salad Vanilla Ice Cream Fooo Diet Coke 4 000 Figure 23 23 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 24 The report may be printed or exported to a text file CHAPTER 23 MANAGER OPERATIONS 187 Sales By Category Report Report From 1 22 2007 Report To 1 22 2007 uud TOTAL SALES REPORT BY CATEGORY From 1 22 2007 To 1 22 2007 SALES AMOUNT PERCENTAGE Soft Drinks GROSS CATEGORY SALES DELIVERY FEES ORDER SURCHARGES ORDER DISCOUNTS Less ICASH DISCOUNTS Less ICREDITS USED Less Variance GROSS SALES 306 64 EEK EEE KEKE EEE EEE EEE EEE EEE EEE EEE EEE EE EE Note Refunds if any are not reflected in this report
138. er 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 Finish button Next double click in 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 Click the Save button to complete the entry If a mistake is made we can remove an ingredient from the list by selecting it and clicking the Remove button If a mistake is made in the Modifier Recipe Name it can be corrected by clicking the Edit Modifier Recipe Name 68 ALDELO FOR RESTAURANTS TRAINING MANUAL button Enter the rest of the Modifier Recipes for the modifiers listed in the table below Be sure to click the Save button after each entry see Figure 7 45 When finished click the Close button Modifier Modifier Recipe Name Name Inventory Name Item Name Mod Butter 2 Sour Cream Sour Cream 1 Mod Chives Chives WerOU Wer NL I Red Wine vinegar 1 Mod 1000 Island 1000 Island Dressing 1 Mod taian talian Dressing 1 Mod
139. erformed 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 that the operation was successful CHAPTER 24 MAINTENANCE ACTIVITIES 219 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 For Restaurants The Third Party Add Ins menu comes standard with shortcuts to Microsoft Notepad and the Microsoft Calculator Additional third party add ins may be added to the menu Selecting these menu items opens the program from within Aldelo For Restaurants 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 computer s cursor at the end of the line that reads CalculatorlC 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 la
140. ers Default Group For Other Orders Figure 7 25 CHAPTER 7 INFORMATION DATA ENTRY 47 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 chart below 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 Figure 7 26 You may also select a picture to display on the face of the button by clicking the button with three dots next 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 For Restaurants 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 Menu Groups Page 1 Figure 7 26 48 ALDELO FOR RESTAURANTS TRAINING MANUAL Menu Group Schedules may be created 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 times for the Menu Group to appear for each day of the week
141. ested information When finished click the Save and Done buttons Please note that the fields in bold are required information 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 required and click the Save and Done buttons when finished 174 ALDELO FOR RESTAURANTS TRAINING MANUAL Maintain In House Charge Accounts LastName First Name Beck Dave Raymond First Name Dave Last Name Beck Customer Phone Number 209 555 1212 Mailing Address 111 Spyres Way Mailing Postal Code 95356 Modesto CA Tax Account Number Driver License Number K7598421 Driver License Expires 11 28 2010 Credit Limit 500 Credit Account Expires 12 31 2008 MSR Card Credit Account Status Credit Account Notes CA Eng E Figure 23 12 Create In House Statements Use the Create In House Statements feature of Aldelo For Restaurants 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 che
142. ests 1 2 stuffed 8 Chicken Sala 57 Student pis But 6 36 Item Already Discounted Employee Discount 0 69 Cash Di Pee ob Eleanor Powell 5 00 Party of 3 or More 5 credit 1 20 003 gt gt Ticket 144 lt lt 12 26 2006 12 48 55 PM Discount Order Figure 10 9 ADDING A CUSTOMER NAME TO 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 Finish button The name is added to the customer name field of the guest check on the right side of the screen Click the Done button to save the information to the database 100 ALDELO FOR RESTAURANTS TRAINING MANUAL CHANGING THE NUMBER OF GUESTS ON THE CHECK From the Order Entry screen click on the Guests button Select 6 and click the Enter button The number of guests is updated on the guest check Click the Done button to save the change to the database 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 18 a vacant table Click the Done button to save the chan
143. et aE EES 164 165 Bad Check List annee RR ee BAA ba Om Ime 169 Bank ese teta epi 167 Bank Report D 166 Closing Repott EH EU o e pete qn 165 Cust Credit Lists ice Unt prime eR DEEP GM 169 Daily Receipt Summary ches io HE eb peo e Dea ete EES 170 Gill Certificate met 168 Next Day Transfer aeter ot et DI tete 165 Order th eae IPOD thee edidisse emer heo ee pie 169 Register Report so css se socks ne obe e pee ottiene cette nee 166 Re Open Cashier 2 e ee e t rere eeu ed e 171 EUR Dott ps De mh IU UR 171 Z ne PAR SU m RENIBUS 170 Review Local E mails eot REDIERE ORDER PERDER URN EO EAT 193 Review Purchase Order ee eret ed rece RU Ga cd eR 211 212 235 S Schedule rui ECRIRE RIDERE IR ERG 73 181 S cutity SettlDgs oet cent eon poem obe ttt optet eg 24 90 select Orderto Settle ettet nee ente opa eee ipee teretes ter ee er eene eletto 136 select 5 TEIL LR TIL EM 136 Selecting the Database icto ec E e PR RE eerie dieere ere retro sg et Een 21 Server COTmDpDUlET r ERO E ERR ESI 9 12 13 222 setting Up Staff Banking ere Uem 152
144. ew driving directions a copy of MapPoint must be installed on each terminal MAPPOINT SETUP Install MapPoint on the terminal that will be used for route planning and driving directions Navigate to Back Office gt Help gt Technical Support and press the F10 button on your keyboard The Registry Settings window displays In the Key Name column scroll down to MapPoint Enabled If the Key Value field says YES click the Done button However if the Key Value field says 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 3 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 delivery Next open MapPoint Home Address and click the Edit button Here we enter the restaurant 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 Now open MapPoint Optimize Way Points and set the Key Value to YES This feature enables MapPoint to determine the driver s most efficient route when delivering orders to multiple locations Finally o
145. ey were created to make the changes 58 ALDELO FOR RESTAURANTS TRAINING MANUAL Menu Modifiers Menu Modifier Butter Chives Sour Cream Baked Pot Butter Chives French Fr Mashed Pot Sour Cream Stmd Vegs Add Butter Add Chives Add Sour Cream Add Bacon Bits Add Butter Add Chives Add Slivered Alm Add Sour Cream Bacon Bits Mant Show All Menu Modifier Butter Secondary Language Additional Cost Picture Hide Modifier Pizza Crust Pizza Topping Bar Mixer Bar Drink Select Modifier Recipe Figure 7 37 In Aldelo For Restaurants navigate to Back Office Setup Menu Setup 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 the rest of the information from the table below clicking Save and New after each entry After the final entry click Save and Done Well Done Oil Vinegar Plain Croutons 1000 Island Garlic Croutons Medium Well Cheese Croutons CHAPTER 7 INFORMATION DATA ENTRY 59 FORCED MODIFIERS The Forced Modifier Editor allows you to setup a modifier for an item where there is only one choice fro
146. f an MSR card was used to create the gift card swiping it through the reader while on the main POS screen yields the same information CHAPTER 21 ORDER SETTLEMENT PROCEDURES 147 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 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 Settle Order screen appears see Figure 21 1 Select a payment method Carte Blanche House Account Order American Express Discover Settle Order Ticket 9 Dine In Eleanor Powell 275 quc i Gratuity Diner s Club ATM Debit Card rou Total Due 58 29 Gift Certificate Complimentary Total Received 0 00 0 00 FE Balance 58 29 Even Amount Split am s 24 Discount G
147. f 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 149 Check Scan Check Scan Bank Routing Number 987654321 Checking Account Number 11234567890 234567890 E License Ec Figure 21 3 Payment 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 For Restaurants 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 screen 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 card If the prior balance on the gift
148. fed Jalapefios 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 Jalapefios button text has been replaced with 108 ALDELO FOR RESTAURANTS TRAINING MANUAL Jalapenos 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 Aldelo For Restaurants Pro Edition Aldelo Systems Inc e Server Eleanor Station 2 Order New Order Dine In Table Dine4 Gue 1 Stuffed Jalaperios 3 95 12 29 2006 11 45 33 AM Sub Total 3 95 Tax Amount Due Discount order Ef Ese Half 12 29 2006 11 54 44 AM Figure 10 15 LOCK SCREENS The Lock Screens feature disables all 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 Most of
149. ffice 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 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 40 into the Inventory Location Name and Sort Order fields clicking the Save and New buttons after each entry Upon entering the final entry click the Save and Done buttons Inventory Locations Sort Oif Location Name Pantry 1 Pantry 2 Sort Order 120 Pantry 3 Cooler 1 Cooler 2 Freezer 1 Freezer 2 Office Back Room Bar Secure Storage Beverage Station Inventory Location Name Beverage Station Hide Location b Figure 7 40 62 ALDELO FOR RESTAURANTS TRAINING MANUAL 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 specific 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 ve
150. fficient to allow access to the Price Change feature a Manager Login window appears requiring someone with high enough Security to approve the transaction A window then appears prompting you to enter a new price for the menu item 102 ALDELO FOR RESTAURANTS TRAINING MANUAL 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 guest 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 72 Aldelo For Restaurants Pro Edition Aldelo Systems Inc 1 Chicken Salad 1 Heineken 1 Pasta Salad al 2 E Seat i 2 Seat 5 1 sServer Eleanor Station 2 order 4 157 Dine In Table Dines Guests 2 p Chicken salad 1 Budweiser gt Seat 2 Seat 2 1 Heineken gt Seat 2 Pasta Salad Seat 4 1 Budweiser gt
151. g Time Cards x eh Rh 161 me Ru M ES rU ma aM dme brut dis ERR M re eie 162 Re Opening an Order Reverting ciet tete a i ere Fn HE n ER Pe Re her EE Ere Rede 162 S CIPUE O oO Re Opening a Cash Drawer a vise eie EE ree e EY ee eR eee guae lose OPERATIONS CENTER orosei prie HORE Pe HERE etre HERE pre FERE tre HERE perpe Receive Paymehls aet en ee ati House LOIR EN ERR Pay Bad Checks ES Auto Pay All Open Deliveries Revenue As ES Closing RN E ER Next Day OD EHE EE RE Register Report Bank Report Bank Deposit ES Gift Certificate Last oin Re RR AREA RR Cust Credit List eer eap aret RD Hen Order Pmt List m On e n EROR Daily Receipt SUImtnays e Z Report IE Re Open Cashier Re Open Deposit Frequent DIN CTS si AR eiie i te aen P rti A E duri bs HERE Track Order Redemption Freq Diner Acct List m s In House Chage vo Maintain In House Accounts 2 De NI ERO eue CR EE federe Rede Create In House Statem
152. ge 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 of Guests ee Small Chicago Style Check 1 1 Cheese Pizza Coca Cola Small Pepperoni Check 2 1 Stuffed C rust Pizza Diet Coke Recall the first order Now click the Checks button on the Order Entry screen Both checks display allowing you to select the check to work with see Figure 10 10 CHAPTER 10 DINE IN ORDERS 101 Table Dine4 Chk 1 2 Chk 2 2 2 Dine In Order 151 Dine4 Guests Dine4 Guests 1 Cheese 5 5 1 Pepperoni 5 Chicago Style Stuffed Crust 1 00EA 1 Coca Cola B 1 Diet Coke gt gt Ticket 6 lt lt gt gt Ticket 7 lt lt 12 27 2006 12 25 15 PM 12 27 2006 12 28 26 PM Sub Total Tax Amount Due Figure 10 10 MISC Button On the Order Entry screen of Aldelo For Restaurants 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 pt eine ken j OO CHANGE PRICE Click the Misc button and then click the Change Price button Select the Chicken Salad button If the user s Security Level is insu
153. gs Report CURRENT EARNINGS REPORT George Murphy Salaried Job Title Owner 11 30 2006 12 14 2006 2006 11 30 12 12 PM Normal Time Card 2006 12 14 12 42 PM 12 46 PM Normal Time Card 2006 12 14 02 01 PM 02 24 PM Normal Time Card 2006 12 14 02 24 PM 02 41 PM Normal Time Card 2006 12 14 11 00 AM 12 00 PM Missed Break Penalty 2006 12 14 02 41 PM 04 03 PM Normal Time Card 2006 12 14 11 00 AM 12 00 PM Missed Break Penalty 2006 12 14 02 00 PM 03 00 PM Missed Break Penalty 2006 12 14 16 04 Open REGULAR HOURS OVER TIME HOURS DOUBLE TIME HOURS SALARY EARNED TIPS REPORTED EARNINGS HOURS WORKED 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 User Manual Starting the Bank Aldelo For Restaurants 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 after entering the transaction Staff Bank is used when the employee does not have a cash drawer assigned and is taking care of settling his or her own transactions CASHIER IN In Aldelo For Restaurants 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
154. h Fran ste tics P PD 137 Cable AR a ea I ERES e 9 Cal Cuilatomiss I M M 182 219 220 SCC S 163 171 Cash Tray eee ERE Et n e e Ee 28 Cash Trays dU nee eR OHIO ee eR 28 C shier I EE 75 Cashier Operations 3 ee a a eot OU Ede Se etd Rice 141 Cashier Settle Operations cc cei te e RE e ek ue rete Wis abla gestit e este cube eerie iecit Er ee hier een 147 Cashier Sign Out dip EISE Rais Rie ee RA ets 155 157 Change Price steabestabesceh lesust petebat eoo m obiecto 101 IEIUNIA IPM 103 Chan ping Reservation p RI EE PUE pe REM EI coer 80 Changing the IP Addresses iine on eut ep eee 12 Changing the Number of Guests on the 1 100 99 Changing the Table Number of the enne nennen trennen reete enne enne ene 100 Check In the Customer e te 83 Checking Gift Card Balances ss reo 146 Checking Ind Reservation siop en or e e e ifi ir eite ie 81 Clear Orders usos eme E qu Neu UN Feri EI 102 Clocking In aui eno deae REESE 73 Clocking O t 2
155. he 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 et or 2 Number Modifier 1 Modifier 2 Number Mane e rhe 2 Bar Bloody aes Se eae EN Vanilla Ice Desserts Cream Desserts Cheese Cake 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 of the same items on separate lines navigate to Store Settings gt Receipts gt Guest Check 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 The button is located at the bottom of the Order Entry screen one of the blue buttons 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 click the Void Line button The item is removed from both the list on the left and the check on the right see Figure 10 2 When finished click the Done button Now add Apple Pie to the check for guest 1 90 ALDELO FOR RESTAURANTS TRAINING MANUAL 7 Al
156. heese 1 11 99 Pepperoni I 13 99 Cheese x 13 99 Pepperoni x 15 99 Figure 7 34 MODIFIER BUILDER SETUP In Aldelo For Restaurants navigate to Back Office Setup Menu Setup 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 so 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 will not use any other categories for this template remove the names from the rest of the categories In the Back Office select Store Settings from the Common Tasks portion of the screen Click the Products tab Delete the eight Modifier Builder Type names on the lower half of the screen Next click the Toppings button and then click on the button at the upper left of the field of gray b
157. ick the Save and Done buttons On the Menu Items screen click the Close button Now we setup another modifier In the Modifier Builder Template Setup window name the template Salad Toppings Template Following the above procedure enter the information from the following table Modifier Builder Type Default Minimum Maximum Modifier Name Action Selections Selections Names On the Menu Items screen select Salads from the Menu Groups list and Chef Salad from grid On the Menu Item Editor screen select the Page 2 tab click the arrow next to the Use Modifier Builder Template field and select Salad Toppings Template Click the Save Done and Close buttons Finally we setup a third 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
158. ies and click on Create Customer Address Labels The Customer Address Label Generator window appears see Figure 24 12 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 results and edit the names as necessary Click the Print button to send the job to the printer CHAPTER 24 MAINTENANCE ACTIVITIES 203 Customer Address Label Generator Customers with Mailing Address Select Customers with Mailing Address Filter By Postal Code 95355 Modesto CA 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 1 M 209 487 8230 Daniel Daliey 3300 Bonnevier St Modesto CA 95355 M 209 555 1234 John Smith 3359 Bonnevier St Modesto CA 95355 Figure 24 12 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 From the main POS screen navigate to Back Office Activities Customer Activities and click on Maintain In House Charge Accounts The Maintain In House Charge Accounts screen displays see Figure 24 13 If any records are changed or added click the Save and
159. ime since departure display in this window If MapPoint is in use the driving directions may also 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 Figure 15 3 132 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 16 QUICK SERVICE 133 Chapter 16 Quick Service The Quick Service screen includes many differences from the normal Order Entry screen 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 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 eliminating the extra button clicks required to reach the separate screens containing these buttons when using the normal Order Entry screen see Figure 16 1 The Quick Service screen s 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 and deselect the Dine In Use Quick Service Order Screen checkbo
160. ing 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 Name Descriptions Hostess Paging Setup in Chapter 26 of the 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 83 Hostess 12 18 2006 3 14 20 PM Party Name Gentry 5 6 Adults 4 Children 1 Highchairs 1 Wheelchairs 0 Smoking Section Near Windows Booth Seating Private Seating Total Guests Cancel Figure 9 4 CHECK IN THE CUSTOMER When a table becomes available that meets the customer s needs the system will recommend that table The recommendation shows in the Elapsed field 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 to the Checked In list 84 ALDELO FOR RESTAURANTS TRAINING MANUAL Reservations Waiting List Floor View Guests Smoking Pager Status Elapsed 5 Minute Suggest Table Dine4 EN Check In e Cancelled
161. ioDs eoe eie UD A dco E Heuer 61 nan 60 Inventory UOM ct 70 Inventory RE 62 IP Address ar pena PEDEM 13 Issuing Gift Cards 5 eet reete tn t De DERE EN OR DERE 145 e re ette ete de e etie pe teet See Refunds Them BC Ed 96 J JE Compact Utility i ise ote RE ere et RUP RELIER UNUS 222 Job Title ce MH 33 L Area Connection toe netu cioe er een bete ace e eee ve d ute Ve sese RUN 12 Local Printers eis Ree HUM FUE RE tee ENRICO erede Geet eee 15 Fock Seren oriori o ILL 108 M Maintain Customer Credits er npe Re Ee terere tpe ea a a 207 Maintain Customer Records cccsecsecececsesessscecceececsescsececcceesesaaeceecceceeauecesececeessaaececececeeseaaeeecececeenensaaeees 175 201 Maintain tte de nip ect o He de 205 Maintain Frequent Diner Tracking nennen nennen retenti nette tentent tenete tren trennen 206 Maintain Gift Certificates a ee ere ere Ee HERE RE eer Eee E eR Peer MIR Pe EE eR PER ed 208 Maintain In House Charge nnne nennen nennen EEEE EE EE rE Eeri TE trennen 203 Manager Cash Oults een enr eive etat pad ien Ui auteni ec en etae 198 eee o de este o to bete cole 197 Mainienan
162. iting List i na eet Ud orte lemen true 82 Adding a Customer Name to an Order sssssesssseeseeeeeseeeeeeeee nennen teen nest nein eren enne 99 Adding Items to an Order eoe tee eo espere aoc EP 88 Adjusting WindOWs tee ten oeque Ue P DB ER P D e ee 20 ACRES 221 5 51 55 ee ir e RIEN EXP Re RE 221 223 adR sIS e Said dae Pe ER EIE ATOMS PR 221 adR sSettings dat sot PSOE EUER 221 223 Applying Gredits z ae e 98 Assembling Your Network ceteri teet tet ee ee oeste e detec 9 ASSIN Seats peo etie itte tee ihe 88 102 Assieme Delivery Order eO T ERU UR ERR 127 Assigning 4 Table irre rele I ere iere telo t guerres core ele eus eee id leo lle te ees 84 B Backup Database P 222 Bad Check Penalties A e ER EIER 32 Bad Check Re sons e Epl pee iet Pepe e reta sen 31 Bank Card Files casts ORE 30 Bat Tab BEI CIENCY dees 117 Bar Tab Order Entry ertet tee quete re o be ee er cg eS be e ESS 115 Bat Tab Orders 2 2555 Per 115 Batc
163. ity Do Not Print Duplicate Order To Kitchen Figure 7 2 CHAPTER 7 INFORMATION DATA ENTRY 25 STATION SETTINGS In Aldelo For Restaurants navigate to Back Office gt Setup gt General Settings gt Station Settings this screen may also be accessed by navigating to Back Office and selecting Station Settings under Common Tasks Here you find settings related to individual POS stations see Figure 7 3 Notice that this screen has six tabs under which you enter information Changes to these settings are made on each individual terminal in 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 Chapter 26 of the User Manual After setting up one station the settings may be exported and imported by another station on the network Station Settings Other Options Printer Port Settings General ALMPC 1010 System Language Settings Enable Video Surveillance Captures Station Number Computer Name Station Language Backup Prompt Time matic ba Station specific picture Station Background Picture Figure 7 3 26 ALDELO FOR RESTAURANTS TRAINING MANUAL POSTAL CODES In Aldelo For Restaurants navigate to Back Office gt Setup gt General Settings gt Postal Codes I
164. l button to exit For a detailed description of each field see Customer Activities Maintain Customer Credits in Chapter 22 of the User Manual Maintain Customer Records Credit Reason Birthday Birthday Birthday Birthday Credit Issued Fq Credit Number Issued Date Time Customer Phone Number Issued By Employee Credit Type 208 ALDELO FOR RESTAURANTS TRAINING MANUAL 5 1 18 2007 4 07 28 PM 209 999 8765 George Murphy Frequent Diner Reward Credit Amount 25 00 Credit Expires Credit Reason Credit Issued For Frequent Diner Redemption Credit Limitations Limitations May Apply See Store For Details C Credit Status Void Reason Figure 24 17 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 gt Activities gt Customer Activities and click on Maintain Gift Certificates The Maintain Gift Certificates screen displays see Figure 24 18 Select an account to view from the list on the left of the screen The only field that can be edited is the 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 Gift Certificates in Ch
165. ldelo For Restaurants Determine POS hardware requirements Y Select locations for hardware devices z Install network hardware Install network software Connect POS hardware to network Install Aldelo For Restaurants software Configure Aldelo For Restaurants software Operate your restaurant with Aldelo For Restaurants Figure Intro 2 GETTING STARTED 3 In this manual we will follow the sequential steps in the diagram above to setup our 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 Readers MSR Pole Displays Cash Drawers Magnetic Ink Check Readers MICR Barcode Readers Weight Scales Caller Identification ID Devices LDULLB 5UDLDDILDBDLDOBLBDL1LUclL De Coin Changers For detailed descriptions of the above types of hard
166. lect None Price Change Option Amount 1 Markup By Percent Markup By Amount Markdown By Percent Markdown By Amount Update O Amount Figure 24 9 EXPORT MENU ITEM SALES The Export Menu Item Sales feature of Aldelo For Restaurants enables the user to export menu item sales information to a CSV Comma Separated Values text file From the main POS screen navigate to Back Office Activities 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 the Aldelo For Restaurants installation see Figure 24 10 Double clicking on the name of the file opens it in Microsoft Notepad 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 CHAPTER 24 MAINTENANCE ACTIVITIES 201 200701 23134522 txt Notepad File Edit Format View Help 55 000 327 25 1 Buffalo Wings Appetizers 5 95 43 000 169 85 1 onion Rings Appetizers 3 95 i 2 3 50 000 197 50 1 Potato Skins Appetizers 3 95 4 60 000 237 00 1 stuffed Jalapefios Appetizers 3 95 5 4 000 10 00 1 French Fries Sides 2 50 6 1 000 1 95 1 steamed vegetables sides 1
167. ler 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 activate or deactivate Caller ID in the software 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 17 Enter the order number check 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 the Finish button to record the information 180 ALDELO FOR RESTAURANTS TRAINING MANUAL 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
168. level employee must enter his or her Employee Access Code to approve the reason for the discrepancy Register Discrepancy Discrepancy Amount Over 0 03 Discrepancy Notes Customer had three cents change due but did not want the pennies Le Jw Je LA v 2 IL mm ERES Fe 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 Removing this amount from the cash tray leaves the exact starting balance for the next cashier s use 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 For Restaurants CHAPTER 22 CLOSING PROCEDURES 157 QUICK CASHIER SIGN OUT The Quick Sign Out feature of Aldelo For Restaurants allows the user to switch the cash tray out of a busy station and into a station located in a manager s office 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 t
169. ll be deleted by selecting the Delete All Read E mail Messages checkbox Click the Done button when finished 194 ALDELO FOR RESTAURANTS TRAINING MANUAL Local E mail Viewer E mail Messages Viewing Selected E mail FROM Jeff Smith Date Time 1 22 2007 4 19 25 PM FROM George Murphy To Eugene Kelly FROM Jeff Smith need 1 31 2007 off for a doctor appointment O Delete All Read E mail Messages Figure 24 3 VIDEO SURVEILLANCE CONTROL CENTER To use this feature of Aldelo For Restaurants a webcam must be installed and the Enable Video Surveillance Captures checkbox under the General tab in Station Settings must be checked From the main POS screen navigate to Back Office gt Activities gt General Activities and click on Video Surveillance Control Center The Video Surveillance Control Center screen appears see Figure 24 4 Click the Snapshot button to capture a picture of the current view Click the Preferences button A series of checkboxes allows the user to disable the picture capture feature 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 At the bottom of the window are two options for deleting pictures
170. ly It 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 is already placed use the Split button Re enter the order we used previously as seen in the table below meru creup meru ee ee Salads Tuna Salad P asta Salad 2 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 A blank guest check check two appears on the screen Now on guest check one click 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 one have been selected click on guest check two The selected items move from check one to check two see Figure 10 5 94 ALDELO FOR RESTAURANTS TRAINING MANUAL Split Order Onion Rings Pasta Salad Tuna Salad
171. m a group of choices In Aldelo For Restaurants navigate to Back Office gt Setup gt Menu Setup gt Forced Modifiers Click the arrow next to the field that says Menu Groups and select Entrees From the Menu Item Name list select 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 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 unchecked If this checkbox is checked the Forced Modifiers we entered above are sorted alphabetically Making sure it is unchecked displays them in the order in which they were entered see Figure 7 38 Store Settings Print O Staff CRM Products Modifiers Pizza Inventory Other 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
172. m the main POS screen navigate to Back Office gt Store Settings gt Revenue gt Cashier tab and select the Enable Staff Banking checkbox Click the Save and Done buttons Next click Setup gt Employee Setup gt Employee Files and select Eleanor Powell Click the Payroll tab and select 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 The Settle and Cash Tender buttons disappear replaced by a Staff Bank button see Figure 21 6 Create an order in Aldelo For Restaurants 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 th
173. mber of the Check eese eee nennen nene etre ene 100 Recalling Another Check on the Same Table sse enne nennen rennen eene 100 MISC BUTTON eee vee nS amid te ete te n D petere 101 Change Price eo ee BO ere apa eid ep v e ee qup ter 101 ASSIN Sets site eget e eee Ret itte ee e ele Ee d 102 102 INO SGI Ooze ns Se Rn etat RP ei Rn 103 Change Serveris D 103 mE EE 104 LOOKUP eaa vases ace RO teer 104 As a e RR e ER EEG 105 Create Labels sao dede n Eae Hebe Imo ddp beali S dove iiie inn 105 Retail Screen id ed e e eee ted ee 107 TX tee RO RR 107 No KitchertZ Bari oca enn npe e t p UH ed ped 107 To Secondary Langudge iode o REO IRE P 107 Lock SCLECNS etae ec Yero D ER lave 108 MODIFIER SYSTEM olio i ico niic er 109 Manual Modifiers iud io eee 109 Forced Modifiers i al BER ete ett e et de m eo deam 111 Modifier Builder 111 PIZZA BUILDER SYSTEM e e e e nee o b pk ect 112 CHAPTER 11 BAR TAB ORDERS eeeeeeeee estes tn tnnt n statu stas tatu atn statuas stata enano 115 BAR TAB ORDER ENTRY ocn reete poitea rece chiens 115 Creating a Bar Tab 55s teh Ee ebbe a PO de TR RR I er iie 115 Bar Tab Efficiency s n ania ett dede
174. ms to use when preparing a physical inventory count see Figure 23 16 The list may be viewed printed or exported 178 ALDELO FOR RESTAURANTS TRAINING MANUAL Physical Inventory Worksheet PHYSICAL INVENTORY COUNT SHEET INVENTORY LOCATION INVENTORY ITEM NAME Potatoes Bloody Mary Mix Bacon Bits Slivered Almonds croutons Garlic croutons Plain Croutons Cheese Olive 011 Red Wine Vinegar Buffalo Sauce Ranch Dressing 1000 Island Dressing Italian Dressing Anchovies Pizza Sauce Black Olives Sliced Vodka Scotch Tuna Salad chives Green Onions Ketchup Milk whole Pepperoni Sausage Mozarella Cheese Shredded 36 00 3 20 1b bags fresh 6 00 12 1 quart bottles 36 00 6 4 oz jars 12 6 oz jars 12 8 oz boxes 12 8 o2 boxes 12 8 oz boxes 12 1 quart bottles 12 1 quart bottles 6 1 gallon jars 6 1 gallon jars 6 1 gallon jars 6 1 gallon jars 24 8 cans 6 1 gallon cans 6 1 gallon cans 12 1 liter bottles 12 1 liter bottles 12 32 oz cans 5 1b box fresh 5 15 box fresh 12 32 oz bottles 6 1 gallon 12 2 lb bags sliced 12 2 lb bags sliced 12 2 lb bags Bell Peppers Mushrooms 10 lb box fresh CS 1b box fresh Butter 30 1 1b boxes Sour Cream 12 1 quart tubs Cheddar Cheese Shredded 6 00 12 2 1b bags Budweiser Beer 25 00 24 12 oz bottles coca cola 25 00 24 12 oz cans Diet Coke 20 00 24 12
175. n Next enter two for the number of adult diners and one for the number of child diners Select Near Windows and Booth Seating from the next row of buttons these are optional 80 ALDELO FOR RESTAURANTS TRAINING MANUAL Click the Enter Reservation Time and Table button To select a date for this reservation click the date button at the top of the window We will use the default value for the date Next select 08 00 PM from the list of reservation times Our reservation is for a quarter past eight so click the 08 15 PM button at the lower left of the screen Finally we select one of the tables from the diagram on the right The ones that are flashing colors meet the preferences entered on the previous screen in this case booth seating near a window see Figure 9 1 Select table 12 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 Select Reservation Time and Table 12 18 2006 Floor View 12 00 AM 01 00 AM 02 00 AM 03 00 AM 04 00 AM 05 00 AM 06 00 AM 07 00 Jine5 6 Jine2 4 08 00 AM 09 00 AM Jine4 6 Jine34 10 00 AM 11 00 AM 08 00 PM 08 15 PM ine224 ine214 ine204 08 30 PM 08 45 PM Dining Patio Room Figure 9 1 Jine7 6 Jine6 6 Jine1 4 Note A reservation cannot be made for
176. n The most common reason for a No Sale is when a customer asks for change From the main POS screen click the No Sale button An employee with a sufficient security 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 Finish button see Figure 19 1 The No Sale Alert screen 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 5 Aldelo For Restaurants Pro Edition Aldelo Systems Inc No Sale Reason Customer needs change for a dollar Upper Move X ri 1 10 2007 11 14 05 AM Station 2 ay 1 Cashier Joan Brodel Figure 19 1 Pay Out A pay out is performed anytime money is removed from the cash drawer other than a refund Use the Pay Out button to make general payouts wage advances and cash drops from the till 142 ALDELO FOR RESTAURANTS TRAINING MANUAL GENERAL PAY OUT A General Pay Out is performed to pay petty amounts out of the cash till The vendor does not want to wait until a check can be issued Examples include paying for newspapers minor 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 sufficient security level must enter his or her access code Click the General button on the Pay Out T
177. n select Sausage Olives and Bell Peppers from the toppings buttons The buttons change color indicating that they are selected see Figure 10 19 Notice that the toppings are listed in the Entire Pizza field on the upper right of the screen Aldelo For Restaurants Pro Edition Aldelo Systems Inc Bek Cheese s Entire Pizza Sausage s pena Stuffed Crust Olives 5 Bell Peppers 5 Mushrooms 5 LI EUM ii eem Figure 10 19 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 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 1 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 114 ALDELO FOR RESTAURANTS TRAINING MANUAL text says Normal Charges
178. n 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 Liability 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 screen 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 by clicking the Print button Bank Report CASHIER LIABILITY REPORT Joan Brodel cash Tray 1 1 16 2007 3 56 59 PM 1 18 2007 8 33 41 AM Bank Report Category Sales OoOr m ooooommnp 24 ES Order Payments Order amp 325 3 57 34 PM Cash TENDERED 30 00 Tips 4 12 TOTAL ORDER PAYMENTS Credit Pay Outs Less OTHER ACTIVITIES TOTAL MONEY EXPECTED 224 66 Expected Money Summary OTHER ACTIVITIES Figure 23 6 Bank Deposit CHAPTER 23 MANAGER OPERATIONS 167 From the main POS screen navigate to Operations Revenue Center and click the Bank Deposit button The Money Count
179. n the fields on the right side of the Postal Codes screen enter the information from the 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 this area The Postal Codes screen should resemble the one below see Figure 7 4 Modesto CA Postal Codes City Turlock State Province CA Modesto Postal Code Modesto Modesto Modesto Delivery Compensation Modesto Modesto Salida Delivery Charge Figure 7 4 CHAPTER 7 INFORMATION DATA ENTRY 27 DELIVERY STREETS In Aldelo For Restaurants 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
180. n the main POS screen and enter the Employee Access Code Click the Clock Out button The Clock Out Time screen appears see Figure 22 3 Click Yes to acknowledge the clock out time displayed 158 ALDELO FOR RESTAURANTS TRAINING MANUAL Clock Out Time Your clock out time will show as 8 45 00 AM 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 gt Help gt Technical Support and press the F10 button on your keyboard to display the Registry Settings screen All three of these reports are listed under Daily Clo
181. n the upper left side of the screen displays the description unit price weight and total price If desired the unit of measure and the product expiration date may be entered by clicking on the two buttons displaying the keyboard icons see Figure 10 14 Clicking the Print button sends the information to the label printer Click Done when finished Return to Buffalo Wings in the Menu Item Editor and remove the checkmark from the Order Item By Weight field Weighted Menu Item Label Generator Buffalo Wi ngs Unit of Measure Pound UNITPRICE TOTAL Expire Date 5 95 0 5 2 98 12 31 2006 Buffalo Wings UNIT PRICE 5 95 Enter Total C Figure 10 14 CHAPTER 10 DINE IN ORDERS 107 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 the respective buttons Orders may be split discounted surcharged or settled from this screen To return to 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
182. n to MapPoint Enabled Click the Edit button and change the Registry Key Value to NO Click the OK and Done buttons when finished For a detailed description of how each of these settings work please see Order Entry for Delivery in Chapter 12 of the 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 customer s phone number is in the system his information displays on the customer form see Figure 14 2 If not enter the information manually to create a new customer 5 Aldelo For Restaurants Pro Edition Aldelo Systems Inc Phone Number 209 487 8230 eat Customer Name Daniel Daliey Delivery Address 3300 Bonnevier St Delivery Remark Cross St Thorsen St Delivery Charge Bo Cust Since Date 2114 2007 Average Order Total Orders Ct Last Order Date Total Spent Last Order Amt 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 one of the orders and simply
183. n when finished Calculator Edit View Help o F ER F3 Ex EJ ES Figure 23 19 Emp Still Working The Emp Still Working feature of Aldelo For Restaurants gives the user an easy way to check which employees are still on the time clock From the main POS screen navigate to Operations gt 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 20 CHAPTER 23 MANAGER OPERATIONS 183 Employee Still Working Report EMP STILL WORKING REPORT This report shows employees who are still clocked in currently Eleanor Powell In Since 1 22 2007 8 25 00 AM Joan Brodel In Since 1 22 2007 8 19 00 AM Robert Johnson In Since 1 22 2007 8 25 00 AM Figure 23 20 Driver Summary The Driver Summary feature generates a report listing the number of deliveries the net sales and the delivery commission for each driver From the main POS screen navigate to Operations Other Tools and click the Driver Summary button The Driver Delivery Summary Report displays see Figure 23 21 The report may be printed or exported to a text file 184 ALDELO FOR RESTAURANTS TRAINING MANUAL Driver Delivery Summary Report Report From 1 22 2007 Sort By Descending Export Print RepotTo 1222007 i o DRIVER DELIVE
184. nd figure out how you will run the cabling for your network The 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 User Manual thoroughly 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 be connected to the network This allows them to talk to the server computer Finally choose the type of device you will 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 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 we will use a switch Note Aldelo Systems Inc does not provide any technical support whatsoever for help with installing cabling Again this task should be performed by a professional installer Assembling Your Network We will assume you have already installed Windows 2000 or Windows XP on your terminals with the default configuration Connect the terminals to the wall jacks that were installed previously by using patch cables Connect the server computer and the s
185. ndors 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 41 After each entry click the Save button and the New button After entering the final vendor name click Save and Done Inventory Vendors Inventory Vendor Name Inventory Vendor Name Sosnick Glaser Bros Hide Inventory Vendor L1 Humboldt b Figure 7 41 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 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 42 CHAPTER 7 INFORMATION DATA ENTRY 63 Pack Size Pack Size Inventory Item Pack Size Inventory Inventory Inventory Re Order Replenish Name Description Group Location Vendor Point ment Level Level ra ES e 24 12 oz e4oorpee Foca Fmerrz somek se Stuffed 10 Ib box satapence 40 Food Somek n00 1
186. nfirm Action screen When finished the Operation Completed Successfully window displays REMOVE PRIOR MANAGER CASH OUTS This feature allows the user to delete all manager cash 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 information from before this date will be removed from the system When the procedure is successfully completed a confirmation screen 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 reservation information prior to this date will be removed from the system When the procedure is successfully completed a confirmation screen displays DELETE MASTER DATA The Delete Master Data feature of Aldelo For Restaurants allows the user to remove database entries from the system that have either never been used or were created in error This feature should be used immediately after the database is created to clean up any entries that were created in error 218 ALDELO FOR RESTAURANTS TRAINING MANUAL From the main POS screen navigate to Back Office gt Activities
187. nter Menu Commands starting The Following Line lt CurrentPath Calculator C wINDows system32 calc Notepad C wINDOwS system32 notepad wordPad C MProgram Files windows NT Accessories wordpad exe Paint C wINDOws system32 mspaint Figure 24 26 CALCULATOR Clicking this menu item opens the Microsoft Calculator from within Aldelo For Restaurants NOTEPAD Clicking this menu item opens Microsoft Notepad from within Aldelo For Restaurants WORDPAD If you added WordPad to your menu as in New above and it resembles Figure 24 27 this menu item opens Microsoft WordPad from within Aldelo For Restaurants Mew Calculator Notepad WordPad Figure 24 27 CHAPTER 25 DATABASE MAINTENANCE 221 Chapter 25 Database Maintenance Database Support amp Files ADRESSETTINGS DAT The adResSettings dat file contains all of your database s store settings Whenever you backup your database this file is stored along with the database file This file can be used by the Aldelo Systems technical support team to help diagnose any issues that affect 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
188. nts Pro Edition Aldelo Systems Inc Gift Certificate MSR Card Expire Date 12 31 2009 Account Number Issued To Paul Gentry Total Amount Presented By Discount Balance Payment Information Payment Type Cash m m UN Jim JL e mm JL JL Ls J CS Es Station 2 Cash Tray 1 Cashier Joan Brodel Figure 20 1 Recharging Gift Cards When a customer s gift card balance gets low it can be recharged to add more value to it Click on 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 Search by gift card account number as the desired search method the search may also be performed by swiping the MSR Card through the reader Continue the transaction as though it was 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 540 007 in the Amount Received field Click the Finish button Checking Balances From the main POS screen type 101 the account number of the gift card we just created there is no field displayed 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 gift card balance 150 00 I
189. o dee ree eet kate 212 Create Inventory Item Labels s e t DO RP 212 Receive Inyentory IHely ARS 213 Physical Inventory Count 4 sse ded e eR e eie eR agen Ae eee Mee 214 MAINTENANCE ACTIVITIES eo Dae anuo n M 215 Monitor Client Connections idu t E RR ERE SR EEUU NOR EUR tI 215 Remove All Access Denied Log Seii iaooe ette e e tH p pet pee eee EU 216 Remove All Caller ID Eops dt e e qa 216 Remove All Customer Names From Orders 217 Remove All Redeemed Gift Certificate MSR Card Information eene 217 Remove Prior Manager Cash Outs essere eene nennen nennen erinnere tenente trennen trenes 217 Remove Prior Reservations aas ed ede e Deua ee EA PEERS ERE E 217 Delete Master Data EE 217 Refresh Cumulative Grand Tot l d 218 THIRD PARTY ADD INS geo RO EU GR Or e Ra RE Ut RO EU E 219 n ash 219 IR Ge E 220 Notepad sti 220 a 220 CHAPTER 25 DATABASE MAINTENANCE ccssscsssssssscssesssssssssccsssssoscssssscsssnessessessossessesssssnesssssesees 221 DATABASE SUPPORT amp FILES rU UR Re UH UR QE OU ERREUR qe ERR UR e e ege 221
190. oasted Chicken 1 Roasted Chicken ro D F Fries i Mshd Pot Mshd Pot Server Eleanor Station 2 Stmd Veg i F Fries F Fries Order 88 Dine In Table Dinel Guests 2 1 Pork Chops 1 Potato Skins 5 nd veg Click here A copy of the item appears here 1 cide gt gt Ticket 8 lt lt 12 20 2006 2 20 34 PM Discount Order LM Bg En Figure 10 3 92 ALDELO FOR RESTAURANTS TRAINING MANUAL HOLDING ITEMS You may delay sending items to the kitchen by using the Hold feature of Aldelo For Restaurants Place an order in the system consisting of the items in the table below S a la ds Tuna S alad P asta Salad Now from the Order Entry screen click the Hold button A screen displays showing the ordered items on the left and the guest check on the right Each item on the left has a checkbox next to the description Place a check mark next to the Vanilla Ice Cream see Figure 10 4 Click the Hold Time button and select the 35 Minutes button The Hold Until Time field is populated with 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 Accept button Aldelo For Restaurants Pro Edition Aldelo Systems Inc 41 Onion Rings 3 95 1 Tuna Salad 7 95 4s Ore
191. omer Credit Credit Type Complimentary Gift Amount Reason Birthday Limitations Expire Date 12 26 2006 4 52 44 ash Tray 1 Cashier Joan Brodel Figure 10 8 Recall the order we created previously and navigate to the Order Entry screen Click on the Credit button We are using the phone number for our search method so click on the Phone button you may also search by Account Code Customer Name or MSR Card In the Enter Customer Phone Number window enter the customer s phone number 2095558230 and click the Enter 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 CHAPTER 10 DINE IN ORDERS 99 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 the 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 Aldelo For Restaurants Pro Edition Aldelo Systems Inc AT A Server Eleanor Station 2 Order 144 i Table Dine4 Gu
192. omputers on the network must be able to connect to the database The database folder must be shared For instructions on sharing in Windows 2000 please see Sharing the Database Folder in Chapter 5 of the User Manual 1 On the desktop click the Start button 2 Click on My Computer 3 Select the Tools menu and click on Folder Options 4 Select the View tab and click on the Show hidden files and folders radio button 5 Uncheck the Use simple file sharing Recommended checkbox 6 Click on Apply and OK 7 On the My Computer window double click the C drive 8 From here navigate to C Documents and Settings All Users Application Data Aldelo Systems Aldelo Data Here you will see the Aldelo For Restaurants folder 9 Right click on the folder and click Sharing and Security in the drop down menu 10 Click the Share this folder radio button and change the share name to Aldelo 11 Click the Permissions button Select the group name Everyone and set the permissions under Allow to Full Control 12 Click on Apply and OK 13 Click the Security tab This shows the Access Control List ACL for the folder security permissions These are different from share permissions and must also be set In the Group or user names field select Everyone If it is not listed click Add type in Everyone and click OK Then selec
193. on vou do not need to use this wizard Click Cancel to close the wizard and then plug the printer s cable into your computer or point the printer toward your computer s infrared port and turn the printer on Windows will automatically install the printer for you To continue click Next Figure 5 1 Printer Sharing 1 On the desktop click the Start button 2 Navigate to and click on Control Panel 3 Double click Printers and Faxes 4 Right click the printer to share and click on Properties at the bottom of the menu 5 Click the Sharing tab 6 Click the Share this printer radio button 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 POS1 Click Apply Click OK see Figure 5 2 CHAPTER 5 POS HARDWARE SETUP 17 Microsoft Office Document Image Writer Properties Color Management Security About General Sharing Ports Advanced You can share this printer with other users on your network To enable sharing for this printer click Share this printer If you share this printer Windows Firewall will be configured to allow this printer to be shared with other computers on the network Do not share this printer Share this printer Share name Kitchen List in the directory Drivers If this printer is shared with users running different versions of Windows yo
194. on editing this file ADRESHOSTESS DAT This file holds all of the settings and information related to the Hostess features of Aldelo For Restaurants ADRES LANG This file is stored in the Aldelo For Restaurants Language folder 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 For Restaurants uses the Microsoft Jet 4 database Database Limits Your restaurant s database file cannot be larger than two gigabytes If the database reaches this limit contact Aldelo Systems technical support for help on how to overcome this limit 222 ALDELO FOR RESTAURANTS TRAINING MANUAL No limit exists on the number of client computers that may be connected to the database However the system s performance could suffer a great deal if a large number of clients are connected to the database when the database is installed on a relatively slow machine 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 Compa
195. ork settings 5 Click on the Change button This displays Computer Name Changes page where you can change the computer name and workgroup name 6 Change the workgroup name to CHECKERS 7 Click OK see Figure 4 1 When the system prompts you to restart accept and allow the system to restart 12 ALDELO FOR RESTAURANTS TRAINING MANUAL Computer Name Changes fou can change the name and the membership of this computer Changes may affect access to network resources Computer name SERVER Full computer name SERVER Mod Aldelo local Member of Domain 5 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 Changing the IP Addresses Click Start on the desktop 2 Navigate to and click the Control Panel icon in the menu This displays the Control Panel where many system settings may be changed 3 Double click on the Network Connections icon 4 Double click on the Local Area Connection icon This displays the Local Area Connection Status page 5 Click on the Properties button This displays the Local Area Connection Properties page 6 Highlight the Internet Protocol TCP IP item in the white box 7 Click on the Properties button Thi
196. 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 43 66 ALDELO FOR RESTAURANTS TRAINING MANUAL Menu Recipe Editor All Menu Groups Inventory Item Name Units Used Remove Menu Item Name Inventory Item Name Vodka Bloody Mary Mix Min Retail 0 00 all Current Retail 4 95 Update Price C Show All Menu Items Replace mina nventory Items Figure 7 43 Repeat the process 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 Name Inventory Item Name__ Units Used Screwdiver Vodka S Buffalo Wings Chicken Wings 1 Sauce k Mashed Potatoes Mik Whole Putter Cheddar Cheese Shredded GreenOnios O 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
197. pen 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 Access Customer Code Phone Number Number 2095551234 Chicken Salad Tuna Salad CocaCola _ pT J y DietCoke 130 ALDELO FOR RESTAURANTS TRAINING MANUAL 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 Print Map prints the map and written instructions as seen on the screen Print Detail 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 The maps print to the desktop printer They cannot be printed to a receipt printer If the maps do not print navigate to Back Office gt Station Settings gt Printer gt Report Printer and select your desktop printer as your report printer Al
198. plays 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 gt 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 189 Server Gratuity Report Report From 1 22 2007 Report To 1 22 2007 SERVER GRATUITY REPORT From 1 22 2007 To 1 22 2007 TOTAL SALES POS REC D TIPS Johnson Robert Driver 144 00 Powell Eleanor 104 14 Yarborough william Dri 30 00 Brooks Foster 0 00 Johnson Robert 0 00 Mapother Thomas 0 00 cMath Virginia 0 00 rarborough william 0 00 TOTAL 328 14 29 75 64 75 Fe Fe Pe Pe EEE EEE EE EEE EEE EEE EEE EEE EEE EE EEE EEE EEE EEE EEE EEE EE EEE EEE EE Note This report includes all order types for each of the server KECK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KEKE KKK KEE EERE k k k k k kw Figure 23 26 190 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 24 MAINTENANCE ACTIVITIES 191 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 PAY EMPLOYEES Aldelo For Restaurants generates a report that lists the hours worked and earnings of each employee
199. prints in a condensed format to save paper The report can 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 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 column scroll down to Special Z Report and change the Key value to Yes by clicking the Edit button Return to the Revenue Center screen and click the Z Report button Before a Z Report can be run all orders must be closed and all cashiers including employees who are using Staff Bank must be signed out CHAPTER 23 MANAGER OPERATIONS 171 From the main POS screen navigate to Operations gt Revenue Center and click the Z Report button Next click the Create 7 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 if you want a hard copy of th
200. r Entry for Bar Tab Setting Up Bar Tab Efficiency in Chapter 9 of the User Manual 118 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 12 TAKE OUT ORDERS 119 Chapter 12 Take Out Orders Take Out Order Entry In Aldelo For Restaurants several settings apply to Take Out Orders Navigate to Back Office gt Store Settings gt Staff CRM 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 reducing the chance of incorrect entry Next click on the Services tab and then the Take Out tab Select Require Phone For Take Out Deselect New Customer Take Out On Hold With this setting selected any order from a new customer is held until the hold is removed manually Finally navigate to Back Office gt Station Settings gt Other Options Make sure the Do not prompt user to enter customer 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 Se
201. r recall the order may only be printed The Edit Order button does not display on the Recalled Order screen Recalled Order Server Virginia Station 2 Order 256 Dine In Table Dine4 Guests 10 Chef Salad 1000 Island Garlic Croutons Bacon Bits Slivered Alm Diet Coke gt gt Ticket 4 lt lt 1 9 2007 12 02 42 PM Sub Total Tax Amount Due 9 20 0 71 19 91 Figure 17 2 CHAPTER 17 RECALL PROCEDURES 137 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 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 Click the Edit button to continue to the Order Entry screen Table Dine1 Chk 1 2 Chk 2 2 Server Virginia Station Server Virginia Station Dine In Guests Guests 1 Cheese 5 i Pepperoni 5 Stuffed Crust 1 00EA Chicago style Anchovies 5 0 50EA Bell Peppers 5 0 25EA Bell Peppers 5 0 25EA Mushrooms s 0 50 Mushrooms 5 0 50EA Olives s 0 40EA
202. ratuity umm c Print Done Figure 21 1 148 ALDELO FOR RESTAURANTS TRAINING MANUAL Payment by Cash Click on the Cash button The Cash Tendered screen displays see Figure 21 2 Enter the amount tendered in the field on the upper left corner of the screen and click the Enter button Alternatively you may select one of the preset amount buttons the bright green button indicates the exact balance due The change due amount appears on the screen and the receipt prints The system returns to the main POS screen Cash Figure 21 2 Payment by Check Create another order in Aldelo For Restaurants 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 the ninth digit is entered 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 Eraser button to the right of the Keyboard button to clear the entry Clicking the Verify button compares the check to the list o
203. ray to close On the Money Count screen click the Cancel button On the Confirm Action screen select Yes to exit without saving Next select Quick Sign Out No Money Count Performed When the cash tray is signed out it may only be signed in again by the same employee Click the Revert Quick Cashier Out button to assign this cash tray to the new station CLOSING STAFF BANK To close Staff Bank all 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 End Staff Bank The Staff Bank Liability Report window displays Click either 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 only the net money 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 he or she may clock out These instructions also assume that the employee is clocked in Click the Time Card button o
204. rders Disallow Create Edit Take Out Orders Disallow Create Edit Drive Thru Orders Disallow Create Edit Delivery Orders d CI Show All Employees Fide Employee Figure 7 14 Driver Tab Navigate to Back Office gt Setup gt Employee Setup gt Employee Files Click on the Driver tab Enter the information for Robert Johnson as seen in Figure 7 15 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 picture of a clock on it will put a date and time stamp on the note 38 ALDELO FOR RESTAURANTS TRAINING MANUAL Employees Last Name Austerlitz Fred Beard James Driver License Number K1048575 Brodel Joan Driver License Expires 7 24 2010 Brooks Foster Collier Johnnie Frances Insurance Policy No 06 121973 Johnson Insurance Policy Expires 6 19 2007 Eugene N Insurance Policy Notes 11 28 2006 4 19 06 PM Thomas Robert s policy requires him to wear Virginia t 4 corrective lenses while driving McWilliams Julia Murphy George Nicholas Harold Powell Eleanor Smith Jeff Yarborough William Car Insurance Carrier State Farm CI Show
205. reen 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 CHAPTER 23 MANAGER OPERATIONS 179 Note These estimates are based upon up to six weeks of historical data Past experience cannot predict with 100 certainty exact 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 Recipe Editor From the main POS screen navigate to Operations gt Inventory Activities and click the Menu Recipe Editor 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 Close 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 For Restaurants Caller ID Log This feature assumes that Caller ID is configured properly and in use From the main POS screen navigate to Operations gt Other Tools and click the Cal
206. roll tab of his or her Employee File Navigate to Back Office gt Setup gt Employee Setup gt Employee Files and select Eleanor Powell fro m the list of employees Click on the Payroll tab and make sure the Use Staff Bank checkbox is checked 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 and click the Start Staff Bank button The Enter Staff Bank Start Amount window displays see Figure 8 4 Enter 200 00 for the Staff Bank Start Amount When asked if the restaurant provided the start amount click the Yes button employees may also provide the start amount from their own money Eleanor is now ready to begin work Enter Staff Bank Start Amount Figure 8 4 Finally navigate to Back Office gt Setup gt Employee Setup gt 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 78 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 9 HOSTESS PROCEDURES 79 Chapter 9 Hostess Procedures Reservations Any employee who has the Hostess features enabled in his or her employee file may use the Reservations feature In Aldelo For Restaurants navigate to Back Office Setup Employee Setup Employee
207. rvices gt Take Out tab CREATING A TAKE OUT ORDER From the main POS screen click the 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 Since the Postal Code is already in our system the city field populates automatically see Figure 12 1 Click the Finish button on this screen and the following screen We are now in the Order Entry screen and may place orders as usual Had the customer already been in the system these fields would have been populated automatically If the customer has previous orders the information on them can be seen in the fields in the center of the screen see Figure 12 2 120 ALDELO FOR RESTAURANTS TRAINING MANUAL 5 Aldelo For Restaurants Pro Edition Aldelo Systems Inc Phone Number 209 222 3456 Delivery Address 584 Creekside Drive Apt 1029 Delivery Remark Credits EL Charges Cust Since Date EW CUSTOMER Average Order Eme Total Spent Last Order Amt ae Customer Incidents Leer rog fef fe fe lella epe v 4 5 5 bbe Joy ve 2 fe Em 2 14
208. s Clothing Color 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 Station Settings Other Options and remove the checkboxes next to Enable bar tab services for this station and Skip Table Bar Tab Type Selection for Dine In CHAPTER 11 BAR TAB ORDERS 117 5 Aldelo For Restaurants Pro Edition Aldelo Systems Inc New Bar Tab Chris Ebsen Open Bar Tabs My Orders Station 2 Cash T 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 screen Select the appropriate table group from the buttons on the right then the table number from the diagram that appears In this case click the Finish button on the New Bar Tab screen without entering a customer name BAR TAB EFFICIENCY Several settings are available in Aldelo For Restaurants to help increase the speed at which bar tab orders are processed For a detailed explanation please see Orde
209. s The Client Connection Monitor displays See Figure 24 24 The maximum number of clients allowed on the system 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 216 ALDELO FOR RESTAURANTS TRAINING MANUAL Aldelo For Restaurants Client Connection Monitor Client s Currently Logged In Select the 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 1 25 2007 8 02 37 AM DAVIDVENTURA lt lt lt THIS COMPUTER 25 Maximum Clients Allowed Shut D Client 1 Clients Currently Logged In Figure 24 24 REMOVE ALL ACCESS DENIED LOGS This feature of Aldelo For Restaurants 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 REMOVE ALL CALLER ID LOGS This feature of Aldelo For Restaurants
210. s 1 THE ALDELO FOR 5 5 2 Objectives i sees eto oe ep epe e AI PEU Ede MIN ais SIN vane 2 The Major Steps ast E e eR ae RET ar 2 CHAPTER 1 POS HARDWARE REQUIREMENTS eere ee eee en eee tato eaae e 9 e teen eese enne 5 CHAPTER 2 HARDWARE DEVICE LOCATIONS e eene ee ee eene 9 92 9 7 CHAPTER 3 NETWORK HARDWARE INSTALLATION sssccssssssccssssccccssscccsssscccessssccscssceccsssecccessnses 9 ASSEMBLING YOUR NETWORK ch bases oe ee eae aoe tee oe eed heigl 9 CHAPTER 4 NETWORK SOFTWARE CONFIGURATION ccccsssscsssssccsssssccssssscccssssccsessseccesssseeceses 11 NAMING YOUR WORKGROUP a 11 NAMING YOUR COMPUTERS eU ee ee ee bes 12 CHANGING THE ADDRESSES nO RE 12 TESTING Y OUR 13 CHAPTER 5 POS HARDWARE SETOUDP ssscccssssscssssscccssssccccssscccssssccccsssecccessscececssccccssaccccssssececssecseses 15 INSTALLING THE oett te eroe etti ee ce eee deese ene e veo pet cete eee 15 PRINTER SETUP na cR
211. s may also be made 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 164 ALDELO FOR RESTAURANTS TRAINING MANUAL Receive Bad Check Payment Issuer Name S m ith Account Number 23 4567890 Check Date 1 2 31 12007 Check Amount Penalty Amount Total Due 7 5 i 0 0 From Check Writer Payment Method Figure 23 3 Auto Pay All Open Deliveries To use this feature the Blind Cashier Close Out checkbox must be checked under the Back Office gt Store Settings gt Revenue gt Cashier tab In Aldelo For Restaurants 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 screen 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 gt
212. s will bring you to the Internet Protocol TCP IP Properties page CHAPTER 4 NETWORK SOFTWARE CONFIGURATION 13 8 Click Use the following IP address This will activate the fields below allowing you to edit them 9 In the IP address field type in the IP address you wish to use for this system We will use 192 168 0 1 Type this number into the IP address field see Figure 4 2 When you hit the Tab key on the keyboard the Subnet mask field populates automatically The value entered in this field by Windows is usually correct 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 192 168 0 3 for POS2 etc Continue this procedure until all of your terminals have an IP address assigned to them Don t forget to add the default subnet mask as described above Internet Protocol TCP IP Properties 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 182 158 0 Subnet mask 255 255 255 Default gateway Use the following DNS server addresses Preferred DNS server
213. se Edit the Key Values as necessary CHAPTER 22 CLOSING PROCEDURES 159 Closing Report Aldelo Systems Inc PO Box 271 Modesto CA 95354 209 533 3711 DAILY CLOSING REPORT Tuesday January 16 2007 SALES SUMMARY Refunds Listed Separately Delivery Fees Earned Surcharges Order Discounts Less Cash Discount Less Credits Redeemed Less TOTAL TAXES 41 96 GROSS SALES 618 28 TOTAL GRATUITIES 34 28 Total 652 56 Total Item Discounts 0 00 Amt Already Included In GROSS SALES Figure 22 4 160 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 23 MANAGER OPERATIONS 161 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 the Edit Time Cards button Select William Yarborough from the list at the left side of the Edit Unpaid Time cards screen see 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 on the upper right 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 Edit Unpaid Time Cards George Murphy Owner Clo
214. secabsssesesossesezesszes 139 DOIA ON i DVU U COIE EE EE EE GENER OR BER RD RENE ERG EE ERG DIRE a 139 CHAPTER 19 CASHIER OPERATIONS ssscccssssscsssssccssssccccsssccccssccccssscccessccccecssccscssseccecssssccecsssesseses 141 INO sock Re EEE BRIERE TOE ERI 141 PAY OUT seno bec eR tend RR E tea He See 141 General Pay 0ut ii ssa ete Yes Ge 142 Wage Advance sirrien eee ede a pendet dhe 142 Manager Cash EORR e 143 ISSUING RERO 143 CHAPTER 20 GIFT CARD PROCEDURES 0 cccssssscssssscccssssccccssscccssssccccsseccscssscecsssacccessnsccscssseseeses 145 ISSUING GIFT CARDS nesan ui Re aao Ts 145 RECHARGING GIFT CARDS rr rere ee tr de e RS SK REEE ea pee edo 146 CHECKING BALDANCES OE te cete S EEE T aves dy eee cte eed 146 CHAPTER 21 ORDER SETTLEMENT PROCEDURES eese ee eee ee eee eee nest 5 nest eaa 147 CASHIER SETTLE OPERATIONS enne en nnne tens en E EEEE EESIN EENE SEEE Settling inthe Main POS Screen a ese ay vesci be e eee e lo vete sit be y R ee Payment by RE GIU E UE CIE UO re et Eee Payment by Check nee eset etae EA Payment by Credit Card eie irte Payment by Gift Card eie netter In House Charge
215. setting to show the items individually on the guest check has been selected 96 ALDELO FOR RESTAURANTS TRAINING MANUAL ITEM DETAILS Select this 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 under Large Picture Name 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 For Restaurants 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 button for the eight Chicken Salads 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 again This time click the Discount Order button and select the Employee Discount 35 button
216. she is clocked in Select the Dining Room table group in the upper right of the window Click on table number four When prompted for the number of guests enter two 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 familiarize yourself with this screen see Figure 10 1 The gray buttons at the top allow the user to make changes to the current order the blue 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 settle the order 88 ALDELO FOR RESTAURANTS TRAINING MANUAL 5 Aldelo For Restaurants Pro Edition Aldelo Systems Inc Bl Server Eleanor Station order s New Order Dine Table Dine4 Guests 12 19 2006 11 54 23 AM Sub Total TI Discount Order 0 00 Tax 0 00 Amount Due 10 00 Cash Tray 1 Cashier Joan Brodel 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 Potato Skins The dish is added to the virtual check at the right of the screen Now click on the Entrees group Select New York
217. st 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 purpose 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 26 Next on the Notepad screen click on File gt Save and then close the file Close and reopen Aldelo For Restaurants 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 For Restaurants This feature is very handy for creating shortcuts to additional programs that are used frequently while in Aldelo For Restaurants such as accounting programs Microsoft Excel Adobe Reader etc 220 ALDELO FOR RESTAURANTS TRAINING MANUAL adResISV txt Notepad 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 E
218. stmdvegs stuteacrust JP A Manual Enny 2 13 2007 4 27 25PM _ Station 1 Cash Tray 1 Cashier Joan Brodel Figure 10 16 Menu modifiers can also be created on the fly From the Order Entry screen click the Modifiers button this assumes that the order has not been sent to the kitchen Now click the Manual Entry button On the list of ordered items click the Diet Coke In the Modifier Name field enter 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 Finish button The modifier now appears under the 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 gt Setup gt Menu Setup gt 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 CHAPTER 10 DINE IN ORDERS 111 5 Aldelo For Restaurants Pro Edition
219. t Everyone 14 Make sure the Everyone group has Allow Modify permissions 15 Click on Apply and OK 16 Open Aldelo For Restaurants Selecting the Database After completion of the registration process the database selection screen displays if the database selection screen is not displayed navigate to Back Office gt Data Source and gives you three choices Start with the Demo Database Create a New Blank Database or 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 when 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 on the Back Office button When prompted for the Access Code enter 0 Under Common Tasks click on Data Source 22 ALDELO FOR RESTAURANTS TRAINING MANUAL 1 Click on Create New Blank Database and click on the Continue button 2 Enter the database name CHECKERS and click on OK 3 Follow the onscreen prompts enter the information requested and click OK after each 4 When you see the Store Settings screen click Done When you see the Station Settings screen click Done The Back Office screen displays 6 On the menu at the top click on Setup
220. t 53 Sizes Tabs seine EIER opines ede E EE bite ute sega 51 Toppings Tab EUR ep eode eae e ena 22 Pizza Builder either tpe PER 112 POS Hardware Requirements rote ree See Requirements POS Hardware POS Hardware Set p RU Tee ite i tete ee eo tee erede 15 234 ALDELO FOR RESTAURANTS TRAINING MANUAL POS Software Installation I ie oreet ei cx caves cbc Sate tubs debut 19 Postal Codes teen the rere aee ibi epe Dp 26 Print Ded 17 e e ie eos ete ed A e p eie de 15 Printer uhi iie 16 Q Quick Cashier OR RR CENE Re EE TERR UU gue bre EE Leve 157 QUICK Service esa e Ee CEN 133 R Recall UE REED NIE EUN 135 Recall Operations ee IRE gre Ie e HE uet ieu 135 Recall tides eee 105 135 137 Recall Procedures A PR v 135 Recalling Another Check on the Same ener trennen rennes 100 Receive Inventory tems sis sco hne pee bte edis 213 Receive Payments esee bee D oo beg 163 Alito Pay All Open Delveries ee t e rero e p ed ee e e e tue iem iere eret 164 Bad Checks REUS pese irte pe D cou cheba UU PEE
221. 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 For Restaurants 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 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 182 ALDELO FOR RESTAURANTS TRAINING MANUAL 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 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 19 Close the calculator by clicking the red X butto
222. the OK button on the Driver window and then the Money Drop button on the Driver screen 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 Login screen displays next Enter the Employee Access Code for a cashier On the Money Count screen enter the cash received from the delivery customers see Figure 21 7 The total due displays in the title bar The entries may be made by denomination or the total 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 complete 154 ALDELO FOR RESTAURANTS TRAINING MANUAL Note Before using the Money Drop feature of Aldelo For Restaurants the user must settle all orders separately that were paid by methods other than cash Money Count Expecter 67 75 Touch Pad Figure 21 7 CHAPTER 22 CLOSING PROCEDURES 155 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 Select
223. 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 gt Dine In and click the Hostess Paging Setup button Select the Reservations tab and enter 0 in the Minimum Advance Days field 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 CHAPTER 9 HOSTESS PROCEDURES 81 active again To do this select the reservation from the list and click the Edit button Check the Make Active checkbox in the lower right of the screen and click the Done button see Figure 9 2 Filter the list by selecting the buttons at the bottom of the screen to show only one category or multiple categories of reservations Party Name Total Guests Reserved For 12 18 2006 8 15 00 PM ervation Time and Table Telephone Occasion Credit Card Number Notes y Make Active 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 s
224. the customer s phone number and the amount of credit to be given to the customer A Freq 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 Enforce Create Freq Diner Reward checkbox is selected in Back Office gt Store Settings gt Staff CRM 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 gt 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 gt In House Charge and click the Maintain In House Charge Accounts button add a new in house charge customer account click the New button and enter the requ
225. tomer Dessert Fee Use of Private Room Surcharge Amount 10 Customer Dessert Fe Surcharge ID 4 Amount Basis Currency Waiver Min Check 500 Surcharge Description Fee for serving desserts brought by customer birthday cakes etc Hide Surcharge b Figure 7 7 DISCOUNTS In Aldelo For Restaurants navigate to Back Office Setup General Settings 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 discount click the New button and repeat the procedure above When finished click the Done button For more information about the remaining fields on 30 ALDELO FOR RESTAURANTS TRAINING MANUAL the Discounts screen see Information Data Entry General Settings Discounts in Chapter 5 of the User Manual Discount Min Ticket Exclude Discount Discount Amount Expire For Name Date Discount 2000 Percent Discount 20 00 Percent discount 10 00 Percent Discount 10 00 Percent Discount aoo Percent Discount 35 00 Percent Discounts Discount Name Senior Discount Student Discount Discount Name Employee Discount Employee Discount Discount Amount 35 Discount ID 3 Amount Basis Percent Discount Expire Date Min Ticket For Discount
226. tton to complete the 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 you want the backup to occur and then select the Automatic Backup checkbox The backup will now happen daily at the pre selected time Note Just as with a manual database backup all client computers must be disconnected from the database before the database can be backed up automatically This feature should only be scheduled to run when the restaurant is closed It is not recommended for 24 hour operations Backup Database Backing up your database Select Drive Insert the backup disk in the selected drive below Select Folder Cancel Select the folder where the backup copy will be stored CAII Users Application Data 46 Systems C3Aldelo Data C3Aldelo For Restaurants ER Last Backup Date Time 1 26 2007 2 32 37 Figure 25 1 224 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 26 IMPORT EXPORT 225 Chapter 26 Import Export Exporting Data This feature of Aldelo For Restaurants allows the user to export data from the current database into another existing or new database From the main POS screen n
227. u 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 Additional Drivers Figure 5 2 Testing Your Printers On the desktop click the Start button Navigate to and click on Control Panel Double click Printers and Faxes Right click the printer to share and click on Properties at the bottom of the menu dx 5 Click the Print Test Page button If a test page prints this printer is working properly If not click the Troubleshoot button and follow the onscreen instructions of the Printing Troubleshooter see Figure 5 3 6 Repeat these steps for each printer on all computers 18 ALDELO FOR RESTAURANTS TRAINING MANUAL amp Microsoft Office Document Image Writer Properties PIR Color Management Security About General Sharing Ports Advanced Microsoft Office Document Image Writer Location Comment Microsoft Office Document Image Writer Driver Features Color Yes Paper available Double sided Unknown Staple Unknown Speed Unknown Maximum resolution 300 dpi Printing Preferences Print Test Page 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 User Manual for detailed instructions CHAPTER 6
228. unning 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 called 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 you a greater understanding of how the system works enabling you to operate the software with confidence As you gain more experience with Aldelo For Restaurants 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 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
229. up 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 labels are not needed for any of the items in the list deselect the checkbox next to the item description Finally click the Print button to send the job to the printer CHAPTER 24 MAINTENANCE ACTIVITIES 213 Inventory Item Label Generator Inventory Items with Barcode Select Inventory Items with Barcode Filter By Inventory Vendor Filter By Inventory Group Total Copies To Print For Each Label Select None M Apple Pie 403901010718 iv Butter 403903010716 M Cheese Cake 403904010715 ivi French Fries 403907010712 Mixed Vegetables 403908010711 New York Steak 403909010710 M Onion Rings 403910010715 M Potato 07170717 M Sour Cream 03366133 M Stuffed Jalapenos 077775726121 Select All RajTuna Salad 078635 25 Figure 24 21 RECEIVE INVENTORY ITEMS Whenever an order arrives from a vendor it must be received into the system The Receive Inventory Items feature of Aldelo For Restaurants 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 navig
230. 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 110 ALDELO FOR RESTAURANTS TRAINING MANUAL 5 Aldelo For Restaurants Pro Edition Aldelo Systems Inc BAR Medium Rare Light Sour Light Butter French Fr Cream Stmd vegs 1 New York Steak 16 95 1 Chef Salad 7 95 1 Diet Coke 1 25 1 Heineken 3 85 Ketchup Light Butter Light Chives Light Sour Light Bacon Cream Bits Irae Light Sour jwashd Potato Mashed Pot Cream Cream Medium Medium Well Mushrooms 1 No Mushrooms m Mushrooms s Mushrooms x New York Style Oil Vinegar Light Butter Light Chives Olives I Olives m Olives 5 Olives x Pepperoni I Extra Pepperoni m Pepperoni s Pepperoni x Plain Croutons Ranch Add Exchange Rare Sausage I Sausage m Sausage s Sausage x 2x 3x Slivered Alm Sour Cream Sour Cream Steamed Vegs Change Modifier Price simaveg
231. uttons 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 35 Click the Done button and repeat the procedure above for the rest of the toppings as seen in Figure 7 36 CHAPTER 7 INFORMATION DATA ENTRY 55 Modifier Builder Edito Tomplate Namo Baked Potato Template Toppings Cost Additions Cost Addio Cost Addons Cost Additions Cost Additional Cost Figure 7 35 Modifier Builder Template Setup Modifier Builder Templates Butter Sour Cream Chives ACACLALACLALACaEs Toppings _ _ _ __ o o Bo j e eS Figure 7 36 56 ALDELO FOR RESTAURANTS TRAINING MANUAL The last thing you must do is setup the baked potato item in the Menu Item Editor to use the template you just created when a customer orders a baked potato Navigate to Back Office gt Setup gt Menu Setup gt 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 on the arrow next to the Use Modifier Builder Template field and select Baked Potato Template Cl
232. ver 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 Enter 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 of the screen or by clicking the Additional Cash button and then entering the total 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 Finish when done In Store Settings if the Show Driver Dispatch Screen checkbox is not selected 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 129 Delivery Directions and Route Planning Microsoft MapPoint 2004 integrates seamlessly with Aldelo For Restaurants giving the restaurant 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 vi
233. ware and the different network interfaces available please see Chapter 1 of the 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 considerable thought proper planning here can save much time and money 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 ERR HER 6 6 Table Cms Booth 4 00 Server 6 6 BAR Booth boss Booth Printer 3 6 6 Bar Booth Table Booth 6 4 6 Booth Bar 1 6 Booth 6 7 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 a
234. x Click the Save and Done buttons 2 Aldelo For Restaurants Pro Edition Aldelo Systems Inc Receipt Order Type Server virginia Station 2 Order New Order Dine I Table Dine4 Guests 1 9 2007 10 54 40 AM Amount Due p 0 00 Figure 16 1 134 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 17 RECALL PROCEDURES 135 Chapter 17 Recall Procedures Whenever an order must be changed use the Recall feature of Aldelo For Restaurants 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 For Restaurants Create three Dine In orders clicking 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 Recall Order Open Orders Quick Search Order 37 Server Virginia McMath Total 19 22 Tickets 17 Order Time 4 26 40 PM TIME ELAPSED 1 Minutes Dine Table 3 Dine3 Orders 36 Server Virginia McMath Total 9 88 Tickets 16 Order Time 4 26 10 PM TIME ELAPSED 1 Minutes Dine Table Dine2 Order 35 Server Virginia McMath Total 10 63 Ticket 15 Order Time 4 25 54 TIME ELAPSED 2 Minutes 2 4 Dine
235. xists under that phone number an 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 Finish button to add the new frequent diner Note When a new frequent diner is created a new customer record is created as well 4 Aldelo For Restaurants Pro Edition Aldelo Systems Inc New Freq Diner 209 888 7654 First Name Chales Bancroft Mailing Address 584 Kansas Ave Postal Code 95351 Modesto CA Last Name MSR Card E mail CBancroft def com ew e n vr v e Le e 5 2 Js JL Le e 2 16 2007 10 05 41 Figure 23 11 Track Order The Track Order feature of Aldelo For Restaurants 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 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 CHAPTER 23 MANAGER OPERATIONS 173 Redemption From the main POS screen navigate to Operations gt Frequent Diners and click the Redemption button Enter
236. ype screen Next enter the information as seen in Figure 19 2 The description should include invoice number and date if applicable Upon completion click the Finish button A receipt for the pay out prints to the receipt printer 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 Aldelo For Restaurants Pro Edition Aldelo Systems Inc General Pay Out Pay OutTo Modesto Bee Newspaper Co Amount 47 63 U Newspapers for week of 1 21 1 27 2006 Invoice 70127153 1 28 2006 1 Te iy el To e gt 1 10 2007 12 15 12 PM Figure 19 2 WAGE ADVANCE Employees sometimes ask for advances of their wages due to unforeseen circumstances The Wage Advance feature of Aldelo For Restaurants accounts for the wage advance and automatically deducts it from their 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 containing the employee s name CHAPTER 19 CASHIER OPERATIONS 143 The Employee Wage Advance screen appears with the Pay Out To field pre populated Enter 100 00 and the description of the pay out then click
237. ystem of jacks to the switch 10 ALDELO FOR RESTAURANTS TRAINING MANUAL CHAPTER 4 NETWORK SOFTWARE CONFIGURATION 11 Chapter 4 Network Software Configuration For its operating system our Checkers Restaurant will use Windows XP Professional For instructions on configuring Windows 2000 please see Chapter 3 of the User Manual Windows XP Home and Windows 98 are not recommended for use with Aldelo For Restaurants 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 usually written in upper case letters Naming your Workgroup We will name our workgroup CHECKERS Follow the procedure below 1 Click Start Navigate to the My Computer icon and right click on it if using a terminal without a mouse click the icon on the keyboard to perform a right click This displays a set of options 3 Navigate to and click on the Properties option at the bottom of the list This displays the System Properties page 4 Click the Computer Name tab This takes you to the page where you can change your netw
238. ze 4 XLG Size 5 Size 6 Size 7 O Size 8 Size 9 C Size 10 Figure 7 30 Crusts Tab Navigate to Back Office gt Setup gt Menu Setup gt Pizza Builder Setup and click on the Crusts tab Click the Add button The Pizza Crust Editor appears see Figure 7 31 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 are using this feature Enter the crust types into the Pizza Crust Editor as seen below in Figure 7 32 by clicking the Add button When finished click the OK button on the Pizza Crust Editor and the Done button on the Pizza Crust Types screen 52 ALDELO FOR RESTAURANTS TRAINING MANUAL Pizza Crust Editor Pizza Crust Stuffed Crust Secondary Language Crust Price 1 00 Figure 7 31 Pizza Builder Setup Toppings Pizza Crust Types Crust Name Secondary Language Crust Price Chicago Style 0 00 New York Style 0 00 Stuffed Crust 1 00 Figure 7 32 Toppings Tab Navigate to Back Office Setup Menu Setup Pizza Builder Setup and click on the Toppings tab Click the Add button Enter the information from the table below clicking the OK button after entering each menu item When finished your screen should resemble Figure 7 33 CHAPTER 7 INFORMATION DATA ENTRY 53 Pizza Builder Setup Toppings Pizza Toppings

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