Restaurant Management System
Contents
1. E 4 Coa y Eng ul ETT Welcome to the EasyRMS Setup Wizard This will install EaspAMS 2 7 0 on pour computer It 18 recommended that you close all other applications before continuing Click Nest to continue or Cancel to exit Setup RMS user s guide 3 How to get the activation code Contact us to buy an Activation Code or buy it online at http www easypos ca rms htm or click the Register button in the demo version of RMS as below Register button Activate button Back Office Printer se Setup Setu E fj Global we FA Fax ez E pe Params D GST 111 1111111 TR Return to m Register Activate POS Restaurant Manag SER System version 2 0 1 1 User s Expiry Never Modified 06 28 10 19 17 26 Copyrights Card Transaction Services Inc 2009 All Rights Reser ed 4 Activate the software After you have bought an Activation Code you will receive an email that includes a file like activexxxx zip xxxx should be 4 digits or an activation key To activate the software RMS run the RMS demo version and simply click Activate button and then activate over Internet or provide where the activexxxx zip stored path Click ok everything will have been done When you restart RMS a new full version will appear in front of you 5 Set up a remote environment The RMS is designed for not only running in a single computer but also with multi store and multi cashier networking2. al Additional Information Content 7594120 Attach 1 Setup on Sept 11 2001 A Description 2 E Remove logo Attachment can be any type of file such as PDF DOC J PG and etc Double click to open it 39 RMS user s guide Suppliers e New Suppliers Supplier Infomation Form supplier Information Processing SupplierlD suooooos Name Cor Address FostalCode ContactPerson Teli ffice TeliHome Fax Cellohone Email Reset Add New Close 36 CLS RMS user s guide e Display Supplier You may high light a customer record to display detail edit or delete Supplier Lists ME Pig Name Comrum Contaciperson Telomce LIPMAN CANADA Po 0581 28 SU000003 Rouleaux Rubans DYNAMIQUE N SU000001 Rycom 000 _____ PIERRETTEBOUTIN 905 502 66 Detail Delete e Search Suppliers Search a keyword from the supplier database and display the detail Customer Information x Customer Information Customer ID CTas1385 Code 83P83168 o o Marne 1853046 ONTRRIO LTD Address 5100 ERIN MILLS PWAY 5 LSM4zs Ship To Same As Abi PST eT 933 16 Membership B3P83168 Paints 63 Tel Office sosysar 11a5 Discount 0 00 Fax Credit Limit 0 00 Contact HELEN Avalablecr 0 00 Tel Home l 05607 113535 Balance 0 00 SR TaN EC Cellphone 41 61973 0850 Min Pym 0 00 Email Due Date 10252009 37 RMS user s gu
3. RMS user s guide Restaurant Management System o Easy Restaurant Dine In Take Out Delivery All You Can Eat Table Status Order Status Delivery Status Server Status a No Sale Void Order e Time Card Cashier In Cashier Out Report Password Back Office Provided By CTS Seen 905 513 7088 A http lwww cardtransac com Developed by Card Transaction Services Inc 250 Cochrane Drive Unit 5 Markham Ont Canada Tel 905 513 7088 Website http www cardtransac com RMS user s guide 1 Install the software 1 Where to get the software We provide a free demo version of RMS Go to http www easypos ca rms rmssetup exe download it Or contact us to ask for an installation CD Log on to http www easypos ca to get more information 2 Installation We provide two methods to install RMS a installation through a CD b installation through a downloaded program RMSsetup EXE Either method a or b it will take two steps to complete the installation First install the demo version Second run the RMS and click Activate button in Backoffice to activate it to become a full version e If you install RMS from the installation CD please follow the installation guide README TXT inthe CD e f you download the software from our website you can just simply double click the RMSsetup EXE you downloaded and then follow the instruction to install it An installation window appears as below sel asyRMS
4. Management User Management User ID Password Job Title Authorize Privilege X Menu Name el Modifier Setup a4 A Retumio POS fas HRepot Mee 4 mo oo oo mo oo 4 Mp emos S Al New oo o Switch System SES ES ESS 1 2 3 4 3 6 7 6 4 10 11 121 el 3 14 15 16 17 18 19 1 19 2 Z 19 2 19 4 19 5 19 65 2 19 6 a TAN AANA eA 40 RMS user s guide Privilege Click to expand the subfunctions and click the check box to select the function The menu code may be generated RMS user s guide e Backup Database Back the data from the computer If the data is in the remote server you must synchronize from the server in advance and then do backup e Restore Database Restore the data to the computer e Export Data to Excel Export Items Customers Suppliers and Invoices information to an Excel file e Check for updates Check the updates from the website It will show you the current version and the latest version You can download the latest one to update the application e Configuration Set up the basic parameter including Global Parameters and Local Parameters Global Parameters Set up the parameters apply to the whole system Local Parameters Set up the parameters apply to the current station e Return 19 Exit Exit the system 41
5. Sales Report report the sales volumes sort by location Period Sales Report report the sales volumes ort by date Sales Purchase Report report the Purchase vs Sales net income and tax Category Sales Report report the sales volumes sort by category Cashier Closing Report report the Cashier sales history Cashier Current Report report the cashier current status Inventory e Inventory Items Check in Inventory Information Form Inventory Information Barcode Category DE Location PraductID SupplierlD Dare aa Supplier Cost 1 00 Product Name HSTITAX2 6 Quantity i a WENO ff INV Date 0724 2010 Paid yeb ONo AIP Date o7 23 20 10 O E Enter data directly or double click to select a value from the pop up window Double click if it is a new item then the more products information can be input 27 RMS user s guide e Items Check in Revising You may high light a record to display detail edit or delete Inventory Listings JEIX MC PRG ID CODE DATE MMA TETE LOCATION 1 999 De S10 12 00 00 AM 0 20 SO CTS w I a Findwhat revus inane 28 RMS user s guide e Show Inventory Status Choose a location of the inventory from the box as below Location Selection And then it will show you the in stock situation as below Instock Status in all locations Sales PRO ID PRO NAME DESCRIPTIONTY PRICE WHOLESALES SPECIAL SPE q ggg P
6. via Internet Intranet If you want RMS RMS user s guide to run on Internet you have to set up a remote environment That includes the conditions a A server connecting to Internet with a static IP address or a domain name which can be accessed over Internet or have a hosting of SQL server b Install a Database in the server such as MySQL MS SQL Server Oracle or etc and its ODBC interface in your client computer For the detail of Database server installation please consult for the Database administrator c Have a database account with the privilege to access a created database and set up an ODBC DSN in your client computer Ask the Database Administrator to prepare for all these things RMS user s guide 2 System Functions Overview System Menu Dine In Take Out Delivery AllYouCanEat Table Status Order Status Delivery Status Server Status Settled No Sale Void Bill Refund Password Guest Info Cashier In Cashier Out Time Card Report Back Office Menu Setup Table Setup Printer Setup Modifier Setup Return to POS Report Items Sales Report Cashier Sales Report Location Sales Report Period Sales Report Sales Purchase Report Category Sales Report Cashier Closing Report Cashier Current Report Inventory Inventory Items Check in Items Check in Revise RMS user s guide Show Inventory Status Print Inventory Status Items Coding Items Pricing Modify Items Modify Category Customers New Customer
7. 0 oatan honeen era a forest 248 Hawanan DONUTS Care MANCHEN eaer TeTas1234 Heatmroods House 002040258 Wicnaelvu us a7a a TeTas 242 1ADE GARDEN CHINESE ETAGO p ericnen coran TeTBs1253 Longsi ae fonza oser 61831254 non no BEAUTY TECH jcHowueLeE cure 61831252 01A House of Gourmet 1280888 fkin Chung Lam amour TeTas1247 omega wood Products Lia RiekDioregoms woman oTe31244 RAVS CARACCESSORIESCO _ RAYWONDYIM_____ _ t6 297 8 61831230 Roncesvalios FrutMaret em Sins TeTas1 200 sense sna franges ue Cat forest 251 sex symbols anna cours 61831238 sunstine Variey store Annie Sun usei TOA TASITHF Wk FR RECTRATIRARIT Bi CHIH EAR En JE e Search Customers Search a keyword from the customer database and display the details lt Customer Information x Customer Information CustomerID cte31365 Code 83P83168 Sh Name 1653046 ONTRRIO LTD Be SE DIE Address S100 ERIM MILLS Pieter S LEM4ZS information about the Ship To me As Above customer as below Se T Toa ese Membership 83P83168 Points Po pal Tel Office 05807 1135 Discount 0 00 Show the purchase Fax Credit Limit 0 00 record of the Contact HELEN S AvailableCr 0 00 customer Tel Home gosyeo7 1136 Balance 0 00 Cellphone 16873 08650 Min Pymt oo Email 5 Due Date 10252009 34 RMS user s guide More customer information
8. Aad Delete lose Double click to select a printer 1 First language O one ticket with one item 2 Second language 1 on ticket with more items 23 CU D o 1 1 D ER ee a a S R S aan Ut rl A piso o RMS user s guide Comments Prefix Startirom Next Invoice 0000021 3 Char 7 digit Next Customer anand Charm 5 digit Next Supplier 00001 Charn 5 digiti New Point Unit 0 00 TAXI Over Limit Allowed 0 TA Frefix len of Cat TANS Sufix len of Cat alu Default Discount 0 00 Value TAA effective at 000 Values Send void Comments page can input the comments that will be printed on the invoice and receipt over company wide 25 f RMS user s guide Comments Second Monitor Invoice Printer Adobe POF Invoice Type Normal Customer Pale connected Receipt Printer Adobe POF Select Preview Copies Repor Printer Adobe POF Location Station Comments page can input the comments that will be printed on the invoice and receipt only in that specific location Pull down menu Report Inventory Customers Suppliers Accounting Tools Return Report Request for a period to print the reports Input Box Enter a period to report 06 23 2010 07 23 2010 PRE 26 RMS user s guide Items Sales Report report the sales volumes sort by items Cashier Sales Report report the sales volumes sort by cashier Location
9. N JADAPTOP1 5A_ 1IN4OUT POW ADAPTOPIA POWER ADAPT ADAPTOPSA POWER ADAPT faldelo Aldelo For rests APG 243 APG KEY 243 barcode7120 __ MS7120 Orbit b JBARCODESCAN _ Metrologic Han ams m bnevga J BNC RCAto VG CABLE100 JAUDIO VIDEO Jcabletoos I00FTENC amp l EE Item Detail Item Information Category B tem Number MS Item Barcode Item Name BMS software Double to modify the picture cable150 150FTENC and Description Business Management System CABLE25 AUDIO VIDEO Quantity 3 Cost 0 00 CABLE50 RG59 POWER pri RS i rice 600 00 Special 0 00 AUDIO VIDEO LAS PP Category i Wholesale 0 00 Special 0 00 PST 8 00 0 A N il NAL LNE 4 00 9 v VIP Dicount a GST Ek 1 BMS so ware e Modify Category Properties ID Description Stretch FontColor HackColor 32 RMS user s guide Customers e New Customers New Customer Customer Information Address Fostallode ao TA Membership Telfoffice Fax Contact Tel Home Cellohone Email 33 RMS user s guide e Display Customers You may high light a customer record to display detail edit or delete Customer Lists Eg Ti Name Commnum Contactperson Telofice e Ffovesizsslasherroods fzenou noera 61831235 oentun ige memetonanne 7601321 simon Huang 0055157 TTeTas123
10. Out ADMIN Order 36 Take Out ADMIN T Guest 00 511 29 lle Guest 00 20 32 lt Re send Item gt Send the item to print again lt Quantity gt Decrease the quantity lt Quantity 1 gt Reset the quantity to 1 lt Quantity gt Increase the quantity lt Discount 5 gt Subtract 5 of discount lt Discount 0 gt Reset discount to O lt Discount 5 gt Add 5 of discount lt Print Bill gt Print the bill lt Send gt Send all items to printer RMS user s guide lt Pay gt Make the payment If the cashier hasn t entered the opening amount a message box pops up Prompt 14 ou have not vet entered the opening amounts today Do it now Usually click Yes at the beginning of a shift for the cashier Click Yes to enter the open amount And then a payment method window pops UP Account Debit GiftCard Coupon Master Visa OtherCard Choose a payment method and then pay RMS user s guide Tota Paid lash Change 000 Click Multipay you can choose paying by multiple methods Payment Selection RMS user s guide Click OK to complete The receipt is printed out and the cash drawer opened 4 lt Table Status gt Display the table layout with the status 5 lt Order Status gt Display the active order lists 6 lt Delivery Status gt Display the on going delivery orders 7 lt Server Status gt Display the on duty server lists 8 lt Sett
11. er s guide Menu Categories Menu Items Hold or right click to pop up menu Hold or right click to pop up menu Click the category button to select Hold or right click the category button a pop up menu appears EDIT button to edit the category information Properties ID Description Appetizer Stretch FontColor HackCalor Close 20 Double click to select a background picture Stretch the picture Remove the picture Set the font color Set the background color RMS user s guide Click the item button to edit the item information Menu Item Setup Menu Item Setup Send to M Destination Menu Group Kitchen 5 Pasition Olkitchen amp Eitchen 7 temnlode A ER Kitchen 8 tem Name Agetofu EOlBar 2 Bilingual _ Hear Price 2 99 Discount z Dine In Pr nkcpt Delivery Tax a Take Out HET Menu Group Menu Item AllfouCanEat C AS F Agetofu Printers to be sent to Double click to set the picture color and etc of the button 21 RMS user s guide lt Table Setup gt Select a table ADMIN Click to edit a table Table Descrption Position 46 Picture Double click to edit the picture color and etc of Seats Table Name 20 Save Close 22 RMS user s guide Language Separate Sehen 5 Adobe PDF 1 0 kitchens 112140 Kitchen 7 lo K chen A alo _
12. ide Account e Accounts Receivable Dh mocet a OOO ame X Invoicet Amdunt DueLate A Cr Limit 0 Card AvallableCr 0 00 Expiration I fg Balance Do Holder DueLate ry Min Pymt 000 PymyRecd Double click to pop ff window in which Double click to pop up a window displays all the cug omers who still have in which display the unpaid invoices unpaid bill 4 Collection of credit card information Here displays the unpaid invoices relevant if the customer pays by credit card to the customer to be selected e Accounts Payable Print out all invoices we have to pay for e Cust Pymt Pending Lists Print out all customers who still have unpaid bill e Invo Pymt Pending Lists Print out all unpaid invoices from customers e Cancel Invoice Delete an existing invoice 38 RMS user s guide Tools e New Edit Connection The default value is the last switching name If empty this field the operation system box will appear to ask the DSN Default value of UserlD Password Serven P and Database is the last remote lserlD connection those are issued by the Password database administrator Save Password Database roc e Switch System Switch the system between Multi user version and Stand alone version e System Synchronizing Transfer all data between SQL Server database and File database The box will appear as below System Data Transfer TELLES Finish ER ER 39 CLS e User
13. led gt Display the payment history 9 lt No Sale gt Open the Cash Drawer without payment 10 lt Void Order gt Display the active orders to be voided 11 lt Refund gt Make a refund 12 lt Customers gt Display the customers information 13 lt Time Card gt Print the time card of clock in clock out for the server RMS user s guide 14 lt Cashier In gt At the beginning of day the cashier must open the drawer and enter the amount of opening balance Open Close Tender Amounts Opened 124 2308 10 23 59 AM esa LD em om om pres Cancel RMS user s guide 15 lt Cashier Out gt At the end of day the cashier must enter the amount of closing balance Accumulated 3994 55 16 lt Report gt Print the summary report in a specific period 17 lt Password gt Change the access code and password CLS 18 lt Back Office gt Back office management s Back Office el 416 293 3 Fax 416 293 2334 GST 865785108 li e Restaurant information Glob r Params 4 I i in mat Return to POS 2 User s All Rights Rese Tel 1 905 313 1 ery Taa O Email support car we e http www ca System information 19 nn a E Atrans RMS user s guide Expiry Never Modified 07 23 10 21 10 28 Copyrights Card Tr saction Services Inc 2009 Zu Management functions Check update RMS us
14. nge Table gt Change table lt Revise gt Revise the quantity description price tax and discount Ed Lunch Adult Mon Fri 11 99 13 00 0 0 0 11 CLS RMS user s guide Find the menu item by code Items Listings Sele CODE ITEMBAME CATEGORY PRICE A I 001 Lunch Adult Mon Fri All You Can Eat 11 99 0002 Lunch Child Mon Fri ____jAlYaucanEet 7 99 0003 Lunch Senior Mon Fr AlyouCanEat 9 99 0004 ILunch Adult Holidays AlvoucanEt 1288 0005 Lunch Adult Holidays Alyoucanet 788 0006 ILunch Adult Holidays AlvoucanEt 188 0007 Dinner Adult Mon _ AlvoucanEt 18 88 Jooos Dinner Chile Mon Fr Al You CanEat 13 88 0009 Dinner Senior Mon Fr AlYouCanEat 1588 0010 Dinner Adult Holidays AlvoucanEt 21 88 0011 Dinner Child Holidays AlvoucanEt 1588 0012 Dinner Senior Holidays JAI You Can Eat 1788 0101 Green Salad Appetizer 000 o102 lautet Appetizer ow 0103 Spring Rol Appetizer 000 103 Spring Roll 104 1105 Edamame Appelizer 0 00 MP lt gt lt Return gt Return to Main screen lt Half gt Change the item to half size lt Modifier gt Add materials to the menu item lt Split Merge gt Split or merge order s lt Void Item gt Delete an item lt Void Order gt Delete the order lt More order gt Display another order Right click or hold the order lists will pop up for choosing 12 RMS user s guide Order 35 Take
15. ons a 1 00 1 00 0 00 1 00 EE CT 7 RE ENT Fr ENT FT ET Fr 29 RMS user s guide e Print Inventory Status Print out the in stock situation in report format e Items Coding Code for each item which can be entered directly or by barcode scanner Product Listings Product ID Code Product Name Description EE Ei in fl a Note In case of the prefix of Product ID is sign that means this product s quantity is countless for example services installation fee unlimited copy of software and etc Once you code it no need to check in the product any more CLS RMS user s guide e Items Pricing You can set a unit price and PST GST rate for each item Also you can set them in batch depends on you assign the rules such as setting a relation between unit price and capital Products Price x Product iD Product Names Description Clty Cost Price WholesalSpeciall Special NUM HST TAZ SIP A yess Pops 50 30 oo ooo ooo onoj 1300 000 EO gt Show Fiter Findwhat l Previous Eind Next Field Assign to 0 00 Update Close 31 CLS RMS user s guide e Modify Items Input the barcode product ID and any information of an item and find out and display the detail Products Listings Pro_name Description Hello ADMIN STORE BEE TE _ SBMS touch BMS touch screen enhancement SINSTALL JINSTALLATIONFEE STRA
16. s Display Customers Search Customers Suppliers New Suppliers Display Suppliers Search Suppliers Accounting Account Receivable Account Payable Cust Pymy Pending Lists Invo Pymt Pending Lists Cancel Invoice Tools New Edit Connection Switch System System Synchronizing User Management Backup Database Restore Database Export to Excel Menu Items Item Codes Customers Suppliers Invoices Sales Check for Update Configuration Global Parameters Local Parameters Return Exit RMS user s guide Place Order Select Item Guest Name Number of Guest Change Table Half Modifier Split Merge Void Items Void Order More Order Re send Item Quantity Discount Print Bill SEND PAY Revise Code Return RMS user s guide 3 Operation guide e Getting start Easy Restaurant Dine In Take Out All You Can Eat e CENTU RY WIDE _ em Order Status Delivery Status Server Status E g E No Sale Void Order a E _ Report Password Back Office Provided By CTS en 905 513 7088 j http www cardtransac com This ts the main screen of the system Every time touch the button on the main screen you will be asked for entering a access code unless you save the access code last time CLS RMS user s guide 1 lt Dine In gt lt AllYouCanEat gt A table layout will appear as below Select a table JACK Zone 1 20 Dine in JA 761234 NEXT ex windows Live Mess gt ht
17. tps t www cws e fan 2 Windows Explorer Restaurant Manage EN BO Eq rs 10 18 AM Table layout Zone name Select a table system then asks the guest number enter the number the place order screen appears 2 lt Take Out gt The place order screen appears 3 lt Delivery gt You will be asked for entering the customer information Whatever enter the customer s name or phone or address If the customer exists in database the place order screen appears Otherwise ask you enter the customer information as below RMS user s guide New Customer Customer Information Customer IO Code Name Address Ship To Pay Membership Tell ffice Discount Fax Credit Limit Contact TeliHome Cellphone After completing the customer s information the place order screen appears CLS RMS user s guide Place order Screen T i Server ADMIN 7 Guest Name 00000055 G 02 2010 06 21 16 55 Touch Screen All You Can Eat Sub Total 11 99 Revise 1 56 2 13 55 Re send Half Void Item Void Orrer More Order fai Return Discount Viscount Discount 5 0 5 3 Internet OS Activatio fm EasyRes Restaurant M EIN 2 Print Bill Menu items Menu category Items order lists Description of the buttons lt Guest Name gt Enter or change a guest name lt Number of Guest gt Enter or change the number of guest lt Cha
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