Harbortouch ECHO User Manual Download Page 16 | Manualshive

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Technical Support: 877.275.0027 | www.harbortouch.com/support | [email protected]

Technical Support: 877.275.0027 | www.harbortouch.com/support | [email protected]

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Summary of Contents for ECHO

Page 1: ...Technical Support 877 275 0027 www harbortouch com support echosupport harbortouch com USER GUIDE HARBORTOUCH ECHO POS ...

Page 2: ... Payment Options Refunding a Sale Customer Database Gift Cards Shift Report Clocking Out MANAGER FUNCTIONS Enabling Disabling Modules Accessing the Manager Screen End of Day Process Time Management Creating Editing Jobs Creating Editing Employees Creating Editing Discounts Creating Editing Order Types Item Tracking General Settings Receipt Settings Page 1 Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 ...

Page 3: ...st time you log in each day will also clock you in for your shift You should have created this PIN during the Setup Wizard sent to you via email For additional assistance please contact Technical Support at 800 201 0461 1 Select the user name in the top right corner of the ticket screen 2 Choose Logout Exit from the drop down menu Note Logging out will not clock you out of your shift You must go t...

Page 4: ...ter Calculator Mode Calculator mode will be shown by default if the departments and items modules are not activated on the system EMPLOYEE FUNCTIONS PAGE 2 POS Mode To begin a transaction in POS mode select an item from the right side of the order screen or scan an item s barcode This will automatically create a new ticket and you can continue adding items ECR Mode To begin a transaction in ECR Mo...

Page 5: ...igned to an item they will be listed on this page You will be unable to leave this page until you have selected any required modifiers ADDITIONAL TICKET FUNCTIONS RECALL This function opens the ticket function screen PRINT This function prints the currently selected ticket VOID This function voids the currently selected ticket If the ticket was previously paid a void slip will print in the kitchen...

Page 6: ...nt screen shortcuts are available on the left and right sides of the number pad The shortcuts or the number pad can be used to enter an amount if using multiple tender types Otherwise selecting the tender type without an amount will enter the exact amount 4 If Credit is selected the system will prompt to enter a credit card number Swipe the card or if necessary the credit card number can be manual...

Page 7: ... of the screen 2 Choose your desired transaction and then click the Refund button in the lower left corner REFUNDING A SALE CONTINUED 4 For a full refund you will need to give a reason and confirm it and it will refund the money onto the tendered payment type Note You may need to enter a manager PIN if you do not have the proper permissions to void refund a transaction To Perform an Open Refund no...

Page 8: ...er the only information required is a name but it is recommended to enter at least a phone number as well to provide a unique identifier for the customer You can also swipe a gift card while this screen is open to assign the card to the customer 1 If the Customer Database module is activated press Customer at the top of the ticket screen to open your customer database GIFT CARDS The gift card drop...

Page 9: ...well as report your breaks cash tips and view your shift report SHIFT REPORT CLOCKING OUT EMPLOYEE FUNCTIONS MANAGER FUNCTIONS ACCESSING THE MANAGER SCREEN The manager screen allows you to change settings in the system and access reports You can only access the manager screen if you are signed into the system as a manager 1 To access the manager screen select Manager at the top of the order screen...

Page 10: ...e you have con firmed the correct amount is entered press Save END OF DAY PROCESS 4 Alternatively you can use the Bill Calculator to input how many pennies nickels dimes etc you have in your drawer 5 Press Save once completed END OF DAY PROCESS CONTINUED MANAGER FUNCTIONS 6 Select Adjust Tips 7 Select each transaction to adjust the tip if necessary 8 Enter the amount and then select Add Tip 9 High...

Page 11: ...ift for any employee You will be able to include a clock in clock out and break times as well as assign a job and add any cash tips 4 You can also edit delete print or view a shift from this screen END OF DAY PROCESS CONTINUED 11 Select Back to return to the End of Day screen 12 You can print your X Report at this time by selecting the button at the bottom right of the screen 13 Each station can b...

Page 12: ...he settings on the right 5 Jobs allow customization based on the job role being performed during a shift MANAGER FUNCTIONS MANAGER FUNCTIONS 6 To select which functions the job can access press Permissions and then highlight each of the permissions you would like that job to have 7 Each function on the POS can be turned on or off for each particular job 8 Press Save when complete CREATING EDITING ...

Page 13: ...reen select Discounts 2 Select Add New to create a discount or select an existing discount from the left to make modifications 3 Enter the name of the discount and set how it will affect the price of an item the discount can be a percent age dollar amount or a forced price Other available options include You can restrict discounts to certain items departments customers jobs or item tags using the ...

Page 14: ... the name of the order type 4 Adjust required settings on how this type of order will function 5 Press Save when complete ITEM TRACKING 1 From the manager screen select Item Tracking 2 Select an item on the left to update quantity on hand You can also set a quantity at which the system will alert you that the item is running low Note Make sure you activate the Item Tracking module or your inven to...

Page 15: ...DERS Select Manage Tenders on the left of the screen to modify your tender types This screen offers options to to create a new Tender Type or edit existing Tender Types The receipt settings section allows you to select what information appears on the customer receipts This includes Items Modifiers Modifier prices Tip suggestions Custom Receipt Footer 2015 Harbortouch Payments LLC All rights reserv...

Page 16: ...Technical Support 877 275 0027 www harbortouch com support echosupport harbortouch com Technical Support 877 275 0027 www harbortouch com support echosupport harbortouch com ...

Page 17: ...Technical Support 877 275 0027 www harbortouch com support echosupport harbortouch com HT2166_12052016 TECHNICAL SUPPORT 877 275 0027 www harbortouch com support echosupport harbortouch com ...

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