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Reporting - An In-Depth Look

How to Run a Report

 

There are many reports in the Paradise system that will allow you to more 

closely manage your business and keep track of excessive voids, comps, and dis-
counts to reduce shrinkage. They are divided up into eight different sections, listed 
to the left of the screen when you select Reports.
 

Most reports, when selected, will give you the option to select your date 

range and time range. To change the date, select the current date and a calendar 
will appear. This will allow you to choose the correct starting and ending date that 
you would like the report to pull for. Change the time range in the same way, mak-
ing sure to correctly add AM or PM based on the time range you are trying to pull. 
Make sure that your FROM date and FROM TIME are before the TO date and TO 
TIME respectively. 

 

Содержание Star SP700

Страница 1: ...Version 1 0 ...

Страница 2: ...28 1 8 Installing Your Equipment Scales 29 1 9 Installing Your Equipment Networking Assistance 30 31 2 Button Descriptions 2 1 Login Screen 33 34 2 2 Home Screen 35 40 2 3 Employee Screen 41 42 2 4 ManagerScreen 43 44 2 5 Admin Screen 45 46 3 Home Screen Features 3 1 CreatingCategories 48 49 3 2 Creating Menu Items 50 52 3 3 Creating Inventory With a Scanner 53 3 4 Different Ways to Send a Ticket ...

Страница 3: ... DrawerRecall 93 95 5 3 Inventory 96 97 5 4 Reports and Hourly Overview 98 5 5 Batch Adjustment 99 5 6 Shift Maintenance 100 101 5 7 AddGratuity 102 5 8 Reset Gift Card 103 5 9 Open Refund 104 5 10 Employee Accounts 105 106 5 11 TipShare 107 109 5 12 PendingTransfers 110 111 5 13 Combo Group Maintenance 112 115 6 Admin Screen Features 6 1 Company Settings 117 134 6 2 Edit Roles Creating Roles for ...

Страница 4: ...els 210 211 7 4 Inventory 212 216 7 5 Employee 217 220 7 6 Customer 221 224 7 7 Drawer 225 226 7 8 Daily Logs 227 228 7 9 Modifiers 229 8 Tutorials 8 1 Different Opening and Closing Procedures 231 8 2 ShortTutorials 247 9 Troubleshooting 9 1 Restarting the Paradise Application or iPad 265 9 2 Cash Drawer Not Opening 266 9 3 Bluetooth Receipt Printer Not Printing 267 9 4 Ethernet Receipt Printer No...

Страница 5: ... on and reach at any time We ve created this User Manual for you to have a comprehensive guide to the fea tures built into the Paradise POS system as well as the basic knowledge you ll need to get started with your POS equipment The following manual will include infor mation regarding equipment you may not have received we have provided indexes in each section to assist getting you to the right in...

Страница 6: ...ou will need to schedule your install and training with our training team to ensure we have plenty of time set apart to get you set up Keep in mind that the tech support team is not meant to accommodate install and training sessions so scheduling with the training team is vital for new merchants Please find the training and install schedule at the following link https calendly com paradise pos ins...

Страница 7: ...7 Preface ...

Страница 8: ...In this chapter 1 1 Installing Your Router 9 1 2 Installing Your Equipment Star Printers 10 15 1 3 Installing Your Equipment All In One Stands 16 20 1 4 Installing Your Equipment Card Terminals 21 23 1 5 Installing Your Equipment Scanners 24 25 1 6 Installing Your Equipment Hardwire Kit 26 27 1 7 Installing Your Equipment KDS 28 1 8 Installing Your Equipment Scales 29 1 9 Installing Your Equipment...

Страница 9: ...n If you notice that the Wi Fi symbol is yel low the TP Link router does not have internet ensure that the line you have running from your internet source has internet The router will turn green when you do 2 Once the lights are green on the TP Link router plug the orange pi into power When it boots up you will see three lights a green and amber light on the side and a green one inside Wait until ...

Страница 10: ... the needs of your business you will have purchased a receipt or kitchen printer There are a variety of different types of Star printers most of which will be covered here Receipt printers will be covered first followed by kitch en printers Star TSP100iii Star TSP650ii Star SP700 ...

Страница 11: ...tooth printer find the small button on the back of your printer labeled Pair Press and hold this button down until the light either begins to flicker or change colors Once this has been done attempt to connect in Bluetooth under the Settings app again The printer should now say connected 4 Now that your printer is connected you can open the Paradise app Log in and go to the Ad min screen and then ...

Страница 12: ...d then back on The light will be blue when it is receiving internet 2 Now that your printer is connected you can open the Paradise app Log in and go to the Admin screen and then Printer Maintenance You should have a printer on the left that matches the one you have just paired to your iPad Make sure the settings look sim ilar to this Keep in mind the IP address your printer has may be different No...

Страница 13: ...e light will be blue when it is receiving internet 2 Now that your printer is connected you can open the Paradise app Log in and go to the Admin screen and then Printer Maintenance You should have a printer on the left that matches the one you have just paired to your iPad Make sure the settings look sim ilar to this Keep in mind the IP address your printer has may be different Now select test pri...

Страница 14: ...on to finish connecting your printer Log in and go to the Admin screen and then Printer Maintenance You should have a printer on the left that corresponds to the receipt printer Make sure the settings look similar to this Now select test print and you should get a small printout for the test This ensures that your iPad and this printer are communicating If it does not print a test slip please refe...

Страница 15: ...s connected you can open the Paradise app Log in and go to the Admin screen and then Printer Maintenance You should have a printer on the left that matches the one you have just connected Make sure the settings look similar to this Keep in mind your IP address may be different Now select test print and you should get a small printout for the test This ensures that your iPad and this printer are co...

Страница 16: ...All in One Stands Depending on the needs of your business you will have purchased from a variety of All in One stations Likewise there are a variety of All in One printers that will be covered here Elo Paypoint Paypoint Plus iSAPPOS Printer mPOP Printer ...

Страница 17: ... turned on In your devices you should see a device listed that should say Connected as its status If not select the device listed as TSP100 and connect to this device 6 Now that your printer is connected you can open the Paradise app Log in and go to the Admin screen and then Printer Maintenance You should have a printer on the left that matches the one you have just paired to your iPad Make sure ...

Страница 18: ...se Plate with the coin screws x2 found in the accessory box Tighten with a coin 5 Next locate the Jacket that will hold your iPad in place on the stand Hold the Jacket with the iSAP logo to the right Pull on this portion of the Jacket to expand it to fit your iPad Insert the iPad to the Jacket inserting top side first and then light ning connector side last 6 Slide close the Jacket gently Be sure ...

Страница 19: ... If it does not print a test slip please refer to our troubleshooting guide 7 Lastly go back to the Admin screen This time select Device Maintenance On the next page select the highlighted device on the left of the screen labeled This Device On the right check to make sure that this printer is also the one listed next to where is says Receipt Printer ...

Страница 20: ... your iPad and go to Bluetooth You may see an mPOP printer in My Devices tapping on it should attempt to re pair the print er It will then say that it s connected or prompt an error message Downloading the mPOP Utility from the App Store may help otherwise please refer to our troubleshooting guide 4 Now that your printer is connected you can open the Paradise app Log in and go to the Ad min screen...

Страница 21: ...ard Terminals Depending on the needs of your business you will have purchased a card terminal There are a variety of different types of terminals made compatible with Paradise most of which will be covered here PAX S80 Castle MP200L Castle V3000 PAX SP30 ...

Страница 22: ... which will allow you to cancel the request on your iPad PAX SP30 1 The PAX SP30 will have an attachment that will branch off into three different ports Run an Ethernet line to the LAN cord which is color coded red This Ethernet cord should in some way route back to your Paradise supplied TP Link Router or a switch that leads to the router The other cord ends will stay empty Plug the power cable i...

Страница 23: ... which will allow you to cancel the request on your iPad Castle MP200L 1 Begin by plugging in your MP200L terminal to ensure it has power and is charging Once plugged in open your Bluetooth settings in the Settings app 2 Under My Devices you should see the MP200L device Select this It should automati cally connect to Bluetooth 3 If the device doesn t automatically connect and gives you an error pr...

Страница 24: ... Equipment Scanners Depending on the needs of your business you will have purchased a scan ner There are a variety of different types of scanners usable with Paradise most of which will be covered here POSX Scanner Code Scanner Gryphon Scanner ...

Страница 25: ...settings Un der where is says My Devices ensure that the POS X Scanner is connected If it says Not Connected select it After a moment it should say Connected 3 To check that the scanner is working open the Paradise app Once open you can scan a random barcode This should open the New Item prompt if it is an item not currently in your database Your device is now connected to the Paradise system Gryp...

Страница 26: ...at square portion that leads to the adaptor Peel off the non sticky protective layer from the tape from the long USB Ethernet Adapter and place this on the center of the iPad s backside The USB Cable should be pointing towards the charging port side of the iPad Refer to pic ture for proper placement 3 Next peel off the non sticky protective layer from the tape located on the Apple Lightning to USB...

Страница 27: ...FI off in the iPad s Settings and search Safari for https www yahoo com 8 If Safari loads the page correctly then the hardwire attachment is working 9 If Safari doesn t load Yahoo correctly check that your router has internet and that the internet is working and that all cables are connected correctly Also ensure that below Wi Fi in the Settings app on the iPad that you can see Ethernet dis played...

Страница 28: ...DS client is connected to the router s network and restart the KDS client 4 Once you can see the ticket boxes open the Paradise app Tap the SUM button on the bump bar to get to the menu screen Here you ll find many controls for the KDS not all of which you ll need to change Use the and v on the bump bar to select Printer IP Address then press REDRAW on the bump bar to select wich printer you wish ...

Страница 29: ...will run an Ethernet line from the Ethernet port on the Scale Pi to either your TP Link router or to a network switch that is connected to this router 3 Next power on the Scale Pi 4 After the Scale Pi has a solid red light on the inside plug the 9 pin connector into the scale and fasten 5 Once that is turned on all that is left is to turn on and test the scale There should be a test item in your d...

Страница 30: ...ent if you and your agent have dis cussed an issue with internet going out at your location often What this piece of equipment does is supply internet to your TP Link router through LTE in the event of a hardlined internet outtage To install follow the instructions below Pep Wave w Auto Fail Open Mesh Access Point ...

Страница 31: ...nstallation Pep Wave w Auto Fail 1 Before installing your TP Link router you will first need to install your Pep Wave if it is part of your supplied equipment To begin screw in the short antenna into both the knobs on the back of the Pep Wave labeled cellular main and cellular di versity There will be one large antenna as well This one will screw onto the knob labeled Wi Fi You will have one empty...

Страница 32: ...a brief description of the different buttons in Paradise POS These are covered in more detail in later chapters In this chapter 2 1 Login Screen 33 34 2 2 Home Screen 35 40 2 3 Employee Screen 41 42 2 4 Manager Screen 43 44 2 5 Admin Screen 45 46 ...

Страница 33: ...mpany Settings General Update Use this button to update your software version The version you are currently on is listed at the bottom right The latest version will often come with bug fixes and new features so keeping up to date on your software will keep your business running smoothly Keypad This is where employees will use their number to clock in and out and to log into the system Device Name ...

Страница 34: ...g swipe cards to log in rather than a number When you select swipe you will have to swipe the card on the credit card termi nal that is connected to the device Start End Break Use these to have employees take breaks If these buttons are used to take breaks they do not track hours so only use them for unpaid breaks Software Version This displays the software version of the device you are on Make su...

Страница 35: ... different modes of Paradise that change the way this screen can look They are Restaurant Retail and Register mode and are described below Restaurant Mode This mode is used primarily in places that will need to send orders to a kitchen printer as this screen offers the ability to modify food orders and send tickets to a printer Ticket Field Items Categories Modifier Groups Search Bar Sending Optio...

Страница 36: ...ut in order to select the table a ticket will be rang up on Categories Categories contain items that can be selected There are mulitiple reports that can be ran based on categories so it is a good idea to keep these organized Modifier Groups This is where modifier groups attached to items will be locat ed when an item that has modifiers is selected Simply tap the item rang up on the ticket field s...

Страница 37: ...escriptions Retail Mode This mode is used in stores that won t have to send any orders to a kitchen printer and will be tracking inventory Ticket Field Items Categories Inventory Options Search Bar Ticket Options ...

Страница 38: ...selected they ring up on the ticket field Categories Categories contain items that can be selected There are mulitiple reports that can be ran based on categories so it is a good idea to keep these organized Inventory Options The inventory options allow you to see the current count of the item selected on the ticket field This will let you mark the item for reorder and at the bottom gives you opti...

Страница 39: ...is mode is used in stores that won t have to send any orders to a kitchen printer and want a system closer to a standard register set up This will allow you to type in an item s cost rather than select for a particular item This can be set up to either display the Inventory Options or Categories by default Keypad ...

Страница 40: ...In this mode categories can be reached by swiping down on the middle section where the Inventory Options appear by default You can swipe up to go back to Inventory Options Inventory Options The inventory options allow you to see the current count of the item selected on the ticket field This will let you mark the item for reorder and at the bottom gives you options for discounts on the currently s...

Страница 41: ...ay be required to do depending on their role in the business Servers and cashiers will come to this page to close opened tickets and open or close a cash drawer Other things such as accessing your customer database can be done on this screen The left of the screen stays on the payment option allowing you to keep tickets open or open existing ones to edit or pay them out from here ...

Страница 42: ...can view all tickets that have been closed out under the logged in employee Selecting a ticket in either of these places will pull the ticket up in the Ticket Field allowing you to edit the ticket or pay the ticket out Ticket Options This section contains the main Pay button along with options that allow you to easily change the quantity of items add redemptions and void tickets By keeping this se...

Страница 43: ...ill need to keep business run ning such as reporting ticket recall and shift maintenance It is best to keep per missions to this page limited as there are a lot of changes that can be done here that affect the reports the system creates The left of the screen stays on the pay ment option allowing you to keep tickets open or open existing ones to edit or pay them out from here ...

Страница 44: ... out Having all the tickets in the system show here allows managers to pull up an employee s tickets to edit or void it if needed Ticket Options This section contains the main Pay button along with options that allow you to easily change the quantity of items add redemptions and void tickets By keeping this section on the Manager Screen it allows you to go back to previous tickets and edit them fr...

Страница 45: ...o keep permissions to this page limited as there are a lot of changes that can be done here that affect the way the system functions The left of the screen stays on the payment option allowing you to keep tickets open or open existing ones to edit or pay them out from here Ticket Field Options Opened Closed Print Jobs Ticket Options Terminal Status Printer Status ...

Страница 46: ... main Pay button along with options that allow you to easily change the quantity of items add redemptions and void tickets By keeping this section on the Admin Screen it allows you to go back to previous tickets and edit them from the same page along with void the ticket Terminal Status This section will show you the status of the station s credit card terminal It can appear different depending on...

Страница 47: ...entory With a Scanner 53 3 4 Different Ways to Send a Ticket 54 3 5 Adding Items to a Ticket 55 56 3 6 Holding and Transferring Tickets and Items 57 3 7 Paying Out a Ticket 58 60 3 8 Voiding or Comping a Ticket 61 62 3 9 Adding Seats Repeat Item and Quantity 63 3 10 Double and Recipe 64 3 11 Commands on a Ticket 65 ...

Страница 48: ...gories generate in the Home tab and press and hold your fin ger until you get the New Category prompt This will generate a prompt allowing you to name your new category You ll notice that the category automati cally takes the first default color in your set color scheme To easily change this press and hold your finger down on this new cat egory ...

Страница 49: ...lor of the button You can also delete a category using this editing feature but all the items contained in that category will still exist in the system under Item Maintenance in the Admin tab You will have to manually assign it a different category in this section in order to have it reappear as an item on the Home screen ...

Страница 50: ...e located find an empty space Press and hold your finger on the empty space which should prompt a selection This prompt gives you two different options creating a New Item or an Existing Item Selecting New Item will allow you to create an item not already in your inventory Selecting Exist ing Item will let you add an item to this category that has already been assigned a category ...

Страница 51: ...ce screen are many different options that may help you and your business that will be covered more in depth in the Admin Fea tures chapter section 7 5 To quickly create a new item the only requirements are that it has a name a department and a category It will automatically fill in the cat egory name of the one you were in when you began creating the item Don t forget to include a price for your n...

Страница 52: ...d the item will automatically move to the right of the page If you make a mistake swipe left on the item to bring up the de lete function Deleting it will only take it off the items you are moving to the cate gory When you are finished select Confirm at the top right to move all the select ed items When you run a report on an item in multiple categories it will show up in the category it was rang ...

Страница 53: ...e Home tab This will bring up a prompt for a new item for you to fill out It will automatically fill in the category under Quick Create If you do not change this it will add the item to this new category If you would like more options while creating this new item select More Options and it will open the item maintenance screen allowing you to edit this new item further ...

Страница 54: ...s straight to the pay screen note that if you then cancel out of the pay screen you will not have the option to name the ticket again and must find it in your open ticket window under the Employee tab Fast Send sends unsent items to the kitchen without clearing the ticket from the current ticket view allowing you to continue ringing in items on the tickets ideal for places with table service ipads...

Страница 55: ...Mode You can also scan the item Once you have found the item selecting it will add the item to the ticket field in red letters For a restaurant when the item on the field s let ters are red the item has not yet been sent to the kitchen and swiping it left will allow you to comp or delete the item from the ticket If using Restaurant Mode you may instead prefer selecting a table so that you can add ...

Страница 56: ...ith a table number next to the ticket number and seats will generate for you depending on how many you specified when creating the ticket When you select one of these seats it will be highlighted in green Every item you add will be added to this seat number and you can easily switch between which seat you are ordering for ...

Страница 57: ...n Tickets in the Employee Tab You will remove the hold using the same swiping motion If you select Transfer it will bring up a prompt if transferring tickets is allowed under the clocked in employee s role If you select To Employee a prompt will show you a list of clocked in employees Selecting an employee will allow you to transfer the ticket to that employee Selecting Ticket will allow you to tr...

Страница 58: ... prompt at the bot tom left of the Home screen to pay out a ticket This will bring up the pay screen Listed here are your different pay options along with a few other options You ll notice to the left of the screen is the ticket you are trying to pay out To make a payment you will select one of these options ...

Страница 59: ...re in and changing this order is covered in the Com pany Settings section under the Admin Tab Features chapter Giftcard Payment If your business uses gift cards you will select the gift card function to pay their ticket They will complete the transaction at the card terminal If their gift card doesn t cover the entire total of the bill the screen will display the remainder of their total You can t...

Страница 60: ...your loyalty system Setting up your loyalty program is covered more in depth in the Company Settings section under the Admin Tab Features chap ter Setting up customers to use the loyalty program will also be covered more in the Customer Database section in the Employee Tab Features chapter Commission Will allow you to assign the commission made on this ticket to a different employee EBT Cash Benef...

Страница 61: ...em Swipe from right to left on the item and where once it said Delete it should now say void Select this and you will be prompted to provide a Void Reason If you would like to void an entire ticket you have a few different options The first way to void a ticket is located at the bottom left of the Home tab where it says Void Ticket Have the ticket you would like to void open on the ticket field an...

Страница 62: ...he item does not have to be a sent item Swipe from right to left on the item and it will give you an option to comp Select this and you will be prompted to provide a Comp Reason You can also comp a ticket from the pay screen While at the pay screen there is an option to Comp Ticket This will give you a prompt saying it will comp your entire ticket Select comp ticket and then provide a Comp Reason ...

Страница 63: ...a table from the table layout and it will prompt you to provide how many seats you would like to add to a table When you confirm this will open a ticket with the amount of seats you provided in the open ticket field Tapping one of the seats in the open ticket field will highlight it in green While selected any item you ring up will be rang up to that seat To add more seats to a ticket select the A...

Страница 64: ...BLE next to its name and at twice its price This is particularly useful in a bar setting If you would like to change how much this button adds to the items you ring up you will find this setting in the Admin tab under Company Settings in the Bar section Recipe The Recipe button is only compatible with businesses implementing Paradise POS s supplementary inventory application Coconut When you have ...

Страница 65: ...cket selected to add a command This command will print to your kitchen printer letting your kitchen know what you have specificed on the command This will print on the bottom of the kitchen tick et There will be two commands pre loaded in your database DO NOT MAKE and TOGO These will print out to the kitchen printer To delete commands go to the Admin tab and select Ticket Commands Swiping left on ...

Страница 66: ...4 2 Pay In Out 70 4 3 Gift Card Balance and Price Check 71 4 4 Tip Adjustment Shift Report and Employee Tip Out 72 75 4 5 Customer Database 76 79 4 6 Split Combine Ticket 80 83 4 7 ResendTicket 84 4 8 Scheduled Tickets 84 85 4 9 Delivery and To Go 86 4 10 RentalTickets 87 4 11 Redemption 87 ...

Страница 67: ...ou will select the zero below 20 and fill it in with the number 5 This will tell the system you have 5 twenty dol lar bills and the system will do the math for you and fill in 100 on the total above When the button says Close Cash Drawer this means you currently have an open drawer on the station Selecting the button will bring up a prompt with three selections Cancel Close or Swap It will also re...

Страница 68: ...LL the money that is currently in the drawer including your starting cash When you confirm this the system will check that the number you counted matches the number the system thinks you should have If it does or is over the system will close out the drawer and print out a drawer report along with showing you a quick view of the report on your iPad screen If the drawer is short however the system ...

Страница 69: ...and the system will prompt you to reopen the drawer with a new starting cash Once you confirm you will now have a newly opened drawer to work off of Be sure that the employees who will be working off of this drawer use the Join Drawer button to be assigned to the drawer Join Leave Drawer This button will allow an employee to either join a drawer or leave a draw er Joining a drawer means that an em...

Страница 70: ...e drawer or pay out of the drawer Below this is a reason Here you must type in a message with at least 4 characters This tells the drawer why you are creating a pay in out on it If you are utilizing vendors in your system you will also be able to select a vendor from your list thereby telling the drawer that you are paying a vendor for product from the money in your drawer or taking money from a v...

Страница 71: ...ou have a credit card terminal hooked up to your station the terminal will ask for a swipe You can also cancel on the terminal and instead type in the card number if they are hand written gift certificates with unique codes you created in Paradise Price Check Selecting price check will allow you to type in an item s barcode or scan the item This is incredibly useful for Retail users The price will...

Страница 72: ... transactions that they have ran This page will look nearly identical to the Batch Adjustment screen in the Manager tab except the Tip Adjustment page will only show the logged in employee s credit transactions and won t have a batch button To adjust a tip select the 0 00 blank under the tip column This will allow you to type in the tip amount on that particular ticket When finished adjusting all ...

Страница 73: ...ring all of your open tickets and after adjusting all credit tips When you run a shift report it will give you a pop up allowing you to declare additional tips At the top of the report are Captured Tips which is the total of the credit tips the employ ee adjusted Below this is a blank where the employee can claim any additional tips received When finished select Confirm Once confirmed the station ...

Страница 74: ...ed to the drawer on the station On the left hand side of the screen will be a list of the employees clocked in along with whether they have a tip in or out under their name Next to the ones that do it will say Has Report in green Select the employee that has a report and is ready to be tipped in out ...

Страница 75: ...r above Doing these steps is essentially just telling the drawer how much money you are either taking out of it or adding to it from the employee If you ve set up a rec ommended tip share percentage that amount will display below When finished select Tip Out Employee at the bottom right The system will have you confirm the amount It will then tell you that the employee is currently clocked in and ...

Страница 76: ...you have the appropriate scanner To the right of this you can also create a New Customer When creating a new customer the only information you need is their First and Last name and at least one of the values highlighted in pink If you are using the loyalty program make sure to include on the customer a Loyalty ID If you don t want to assign a random number and aren t using physical loyalty cards y...

Страница 77: ...d above Once this is set up for the customer you can assign the customer on the pay screen or when sending a ticket to the kitchen To check the customer s loyalty points select the customer in the customer database and select Loyalty From here if the customer has a reward available it can be redeemed by selecting Reward Available Redeeming points will add the dollar value of the points to their ba...

Страница 78: ...y to pay out some of their ac count s tickets select the customer in the customer database and select the House Ac count button On the right of this next screen are the tickets on this customer s House Account To pay out just one of these tickets select the ticket on the right and then select the Pay Ticket button at the bottom of the page This will allow you to pay the ticket out as normal If the...

Страница 79: ...f this next screen are the tickets on this customer s Layaway To pay out just one of these tickets if they have multiple select the ticket on the right and then select the Pay Ticket button at the bottom of the page This will allow you to pay the ticket out as normal If the customer would like to make a payment to the total that they owe select Make Payment instead This will allow a payment to go ...

Страница 80: ... split a ticket is to select the Split button at the bottom left of the page This will create a new empty ticket to divide the current items on the first ticket to In order to move items to this new ticket select it on the left This will highlight the item in green Tap once on the new ticket you would like to move the highlighted item to and this will move the item you can select multiple items as...

Страница 81: ...tween them swipe left on the item while on the Split Combine Ticket screen This will give you the option to Split Once selected follow the prompts by providing how many the item will be split into and then confirm the change This will then give you the ability to move the split items to different tickets Swipe Left ...

Страница 82: ...splits you will make on the ticket Finally you can also make split payments from this page This keeps the entire ticket together but splits the payment up evenly based on the number of splits you specify If customers would like to split the entire ticket into even parts you will instead select the Split Evenly option This will allow you to specify how many splits you will make on the ticket Finall...

Страница 83: ...ove your open tickets se lect Split Combine Ticket There are two ways to combine a ticket Select Combine at the bottom left of the page while Split Combine Ticket is open This will open a new page detailing a list of tick ets that are currently open under the logged in employee From here you can select the appropriate tickets and select Combine or if you have the ability to scan tickets select the...

Страница 84: ...r point in time that you can open on the scheduled date and manually send to the kitchen To cre ate a scheduled ticket select the Scheduled Tickets option in Employee and select Make Scheduled Ticket Select the date time and customer if applicable that the ticket needs to be made for Select confirm There will now be a new ticket created on the ticket field that will be marked as Scheduled in red O...

Страница 85: ... you can select a ticket and choose from the op tions at the bottom which will allow you to edit what is on the ticket with Edit Tick et change when the ticket needs to be made with Edit Date Time or void or print out the ticket To begin the ticket and send the ticket through to the kitchen select the tick et and then tap Begin Ticket s ...

Страница 86: ...cket again for delivery choose that ticket from the list and select Copy Ticket If you will be creating a new ticket for the customer select Back Now the ticket field on the left will have that customer s name attached to it and allow you to ring in their or der Create the order and then select Pay when you have the customer s form of payment ready Select the form of payment and pay out the ticket...

Страница 87: ...inish paying the ticket 4 11 Redemption This redemption button allows you to add redemptions to tickets that have already been added to the system in the Admin screen Please refer to the Admin Screen Features chapter if you would like to set up redemptions in your system The name of this button may have also changed depening on what you have it named in these same settings When a customer has a re...

Страница 88: ... Inventory 96 97 5 4 Reports and Hourly Overview 98 5 5 Batch Adjustment 99 5 6 Shift Maintenance 100 101 5 7 AddGratuity 102 5 8 Reset Gift Card 103 5 9 OpenRefund 104 5 10 Employee Accounts 105 106 5 11 TipShare 107 109 5 12 Pending Transfers 110 111 5 13 Combo Group Maintenance 112 115 ...

Страница 89: ...n finding a particular ticket on the left of the screen If you have a copy of the ticket you can search based on any of the information listed on the ticket such as Customer Tab Name Ticket ID or the Em ployee who rang in the ticket Perhaps you are looking for tickets closed during a specific time range You d list the beginning and end date in the filters provided You can also search tickets by th...

Страница 90: ... each of your devices will have a different three letter designation The next four numbers assign a number to the ticket The next two numbers are only used if you split a ticket a split ticket keeps its original number but changes the last two to keep them separate Ticket Number Employee on Ticket Ticket Status When you select a ticket it will pull up the Ticket Admin screen On the left are the de...

Страница 91: ...rrors so try only doing this as a last resort Reopen Ticket This function can be used to reopen an old ticket This can be useful for going back over a ticket changing out the items that were purchased on the ticket so long as they don t exceed the amount that was paid on the ticket or for voiding or closing out the ticket Reprint Ticket Used to reprint the ticket for the customer or if you need an...

Страница 92: ...e viable than the other If you se lect Give Gift Card the system will prompt you to swipe the gift card you would like to apply the payment to If you select Refund All Payments this will refund the payment the customer made if it was on a card it will require that the card be swiped to ac cept the refund You can also refund specific items on the ticket back to the customer in a similar manner by s...

Страница 93: ...nd out of the drawer which will help you better understand how the draw er is keeping a running total of what should be in the drawer throughout the day When you select Drawer Recall there is a filter on the left that will allow you to filter your drawers by date to make them easier to find Make sure that the TO date is after the FROM date when search ing or drawers will not appear on the right of...

Страница 94: ... also edit this total if you make a mistake by select ing the editing symbol This will allow you to recount your starting total Below where it shows your starting cash a list of the cash payments that went toward this drawer will be displayed with the ticket number of that pay ment Below this is the the total cash payments that were taken on this drawer From this same screen you can also reprint t...

Страница 95: ...l be the amount the drawer was closed at along with any shortages and overages listed below the Drawer Total There is another recount symbol allowing you to make a re count of the drawer in case there were any mistakes Due to making sure there is accurate reporting and mistake clarity on the Drawer Report later on ed iting this count only edits the ending total and not the bills taken in This help...

Страница 96: ...if you are wanting to keep track of your individual items print labels and is mostly used in a retail setting When you select this button all of your items in the system will appear on the left of the screen This includes a searchbar to quickly find the item you re look ing for ...

Страница 97: ...lect the item and then type in the amount of labels you want printed in the Print Labels field Select Print and it will print to your compatible label printer Selecting an item will pull up the item s screen that contains it s SKU and Stock count To add to the item s Count Stock you will type in the amount of prod uct you received or have of the item and then select the plus sign If you have less ...

Страница 98: ...eport will detail the day s sales broken down into an hourly view detailing Seat Averages La bor Cost Ticket Averages etc This quick view report is great for merchants looking for a more hands on management approach to better adjust sales tactics and staff throughout a shift Your reports contain all of your sales data within the past 15 days Further back than that and you will need to access your ...

Страница 99: ...h button at the bottom left of the screen which will batch your credit card terminals Be sure that if you are manually batching you have adjusted all tips before running this If for some reason you batch without the tips being adjusted you will have to call in to your credit card processor to adjust all the tips on the back end You will need to have each signe credit slip in order to claim these t...

Страница 100: ...g shifts when people forget to clock in or out or if you need to go back and view their shift details To adjust a shift click Shift Maintenance and three options should appear Click By Employee to view each employee s individual shifts The employees are listed on the left of the screen select one and a list of their shifts will appear ...

Страница 101: ...t You may also reprint an employee s shift report if needed by tapping Print Report shown in the figure below There are other views available if you d rather use them depending on your business needs Two week view will display your employees on the left and when you select one the right side will display their shifts for the past two weeks split into which week their shifts count towards At the bo...

Страница 102: ...that the customer adds an amount they wish to the ticket total such as when they sign their credit slip Once gratuity is added you will find the applied gratuity right above the total of the ticket This will display on the printed ticket as well When selected this button will give you the option to add a gratuity to your selected ticket by either a percentage or an amount This can be done from the...

Страница 103: ...t total that is assigned to that gift card You can use the swipe button to re swipe the gift card When you are ready to reset the balance of the gift card ensure that the number in the field is correct and then select Reset Balance The system will warn you be fore making this change as it is irreversible When you select this option it will request that you swipe the gift card at your terminal If y...

Страница 104: ...ct the Open Refund button At the bottom of the ticket you have a few options typically you will be selecting the Refund Ticket button and choosing how you would like to refund their purchase Keep in mind a card refund will require that the cus tomer have their card ready to swipe or insert at the terminal To create an open refund you will first need to create a ticket that either contains the item...

Страница 105: ... payments to a house account you must first assign a credit limit for that employee To do this you will need to go to Admin Employee Maintenance Above their password is a fillable blank for their Credit Limit This is the amount you will allow your employee to use in your establishment before they have to begin making payments to ward the balance ...

Страница 106: ...instead of customers Then select the employee who has a balance and it will assign that ticket and amount to them and close out the ticket Now to make a payment to the employee account you will select Employee Ac counts Immediately you ll notice there is an employee with an unpaid balance Select their name and you can select either Pay All or Pay Amount depending on what the employee is paying tow...

Страница 107: ... 5 11 Tip Share If you have employees that you would like to have a suggested tip out to oth er employees in your system you will need to create new Tip Share Departments This suggested tip share will appear on their shift report ...

Страница 108: ...categories the tip share is taken into account for For instance if you have a server who needs to tip out to the bartender on all liquor and beer they ring up but not food you can ei ther include the liquor and beer departments from the list or the specific catego ries in your menu that have these items in them If you would like the suggested tip percentage to consider everything they ring in sele...

Страница 109: ... the system This will allow for multiple tip share departments per employee role Select the tip share department and it will add this to the employ ee role with a blank percentage next to it Press and hold your finger on the blank to pull up the keypad Type in the desired tip out percentage and then select the green check mark When finished adding all tip share departments select confirm Don t for...

Страница 110: ...ving employee knowing about the ticket To set up the system to require approval for transferred tickets go to Admin Company Settings Employee and make sure the Ticket Transfer Needs Approv al box is checked Once this is done every time an employee attempts to transfer a ticket to a different employee the receiving employee will be notified Managers can keep track of tickets that are pending approv...

Страница 111: ... up will appear after a few moments The employee will select the ticket s they are accepting from another em ployee After they have selected the ticket they can then choose if they want to accept or decline the ticket This setting prevents tickets from being accidentally transferred to the incorrect employee and keeps employees from transferring tick ets to others without permission ...

Страница 112: ...e appropriate place To create a Combo Group you will first need to have the items already in your system In the case of the example above all entrees sides and drinks must already be items created in your system or you will have to create them This is crucial as it is how the system will begin tracking your sides as items in inventory rather than as modifiers Once you ve made sure your items are a...

Страница 113: ...ext to the items field This will supply you with a searchable drop down of all items within your database Add the appropriate items to this group Once finished select save Make sure to create the rest of your groups in this way If using the example mentioned above you would have three different groups when finished Entrees Sides and Drinks ...

Страница 114: ...lel lines to the far right of each group and delete the incorrect group by tapping on the red minus sign to the left of the group Set the amount of each group item an employee can select by changing the quantity on this screen If you would like the combo to have default items selected make sure to have a Default Item set in that combo group If you have a Default Item set in each com bo group you c...

Страница 115: ...e Select the Discount Type chec box to set the combo to discount and supply an amount in the Discount Amount blank In the example below we have added a five dollar discount When we ring up our three choices from this combo the original prices are added to the total and five dollars is discounted due to the combo price These items are normally priced at 12 95 2 75 and 3 70 equalling 19 40 before th...

Страница 116: ...aintenance 148 153 6 7 Edit Departments Tax Rates in Your System 154 157 6 8 Ticket Commands 158 6 9 Discount Maintenance 159 164 6 10 Edit Table Diagram Creating Your Table Layout 165 167 6 11 Color Scheme Maintenance 168 169 6 12 EditVendors 170 6 13 PrinterMaintenance 171 6 14 Printer Routing 172 173 6 15 DeviceMaintenance 174 175 6 16 Open Closed Print Jobs 176 6 17 Terminal Status 177 6 18 Pr...

Страница 117: ...logging in Further toward the bottom of the screen is your Week Start This will be set to Monday as default This will primarily effect what your reporting considers the end and beginning of a week for payroll To the right of this is your Start Time This dictates when the system will clear out the previous day s tickets and start over on the new day with new ticket num bers and mark any open shifts...

Страница 118: ...ning which is set by default to 15 A cloud warning is a little bit different This is going to alert you when the WiFi goes out and they system is unable to communicate with the cloud The Cloud Poll Interval will set how much time is between each cloud warning A cloud warning is going to prompt you to move your system into Local Mode Please see the troubleshooting chapter for more information on ho...

Страница 119: ...lt Auto Join Drawer automatically assigns an employee to a drawer if they have cash drawer access helpful if all employees place cash payments in the drawer and don t carry a server bank Prompt Close Drawer will prompt the last employee clocking out to close out the drawer Print Clock Out Report sets whether the system prints a clock out report when the employee is clocking out is automatic only i...

Страница 120: ...unt sets the amount of copies that will print when an em ployee runs a shift report Include Cash Grat in Tip Out includes any gratuity made on top of signed tips to the amount the employee tips out at the end of the shift Hide Weekly Hours hides weekly hours from the employee tab Print Hours on Shift Report adds hours to shift report when ran by employees Show ID on Payroll shows employees ID on p...

Страница 121: ...pply to open refund tickets Prompt for Refunds Return Inventory prompts to set whether or not the items on a ticket are returned to inventory counts Default Item Department for Quick Create when items are created with a scan ner they are defaulted to a new category called Quick Create change this de fault by selecting a different category already in the system in the blank Enable Low Count Alerts ...

Страница 122: ...cept for those that must process through your credit card terminal to be used in emergencies during internet outtages in tandem with Local Mode Calculate Tips Before Discount calculates tip percentages on tickets before any dis counts are applied Print Barcode on Receipt useful if you have a barcode scanner allows you to rescan tickets for refunds or to pull the ticket back up if it hasn t been pa...

Страница 123: ...difier multiple times ex having two of the same side for a dinner Pop Drawer on Credit pops the cash drawer open for credit payments as well as cash ID Verification Mode sets the mode to verify age on IDs for items that are set to have a minimum age requirement in the item maintenance screen can be set between a manual check or a scanner check First Second Third Tip sets the suggested tip percenta...

Страница 124: ... can change this logo to one of your own if you have the file accessable on the iPad The logo must be 512 x 288 pixels to be compatible Dither Logo this option is available for certain printers and changes how your logo is printed to make your logo compatible with your printer ...

Страница 125: ...icket without the need to re swipe the card Pre Auth Bar Tab sets up bar tab to pre auth a card for the amount set this will allow the card terminal to check that the card ran has at least the funding amount specified by pre auth amount It will also place a hold for that amount on the account that will clear from their bank account later Bar Pre Auth Amount sets the amount you would like to pre au...

Страница 126: ...king and all troubleshooting of the Orange Pi doesn t resolve the issue When iPad as Print Queue is enabled you must assign an iPad to become the print queue instead Select one of your devices in the blank for Print Queue iPad Make sure this device stays on and in the Paradise application or print jobs that rely on a print queue any ethernet printer will not go through You MUST restart the Paradis...

Страница 127: ...s to go through it to be sent to your print ers Print Logo on Credit Receipts enables your logo to print on credit receipts must have a logo set up under Company Settings Ticket Print Barcode on Credit Receipts prints a barcode on credit receipts that can be scanned with a scanner later for refunds Rollup Mods on Receipt rolls up mods on receipts into the items so they are no longer viewable on th...

Страница 128: ...a ticket The second is the Edit Credit Print Order button This one is much more cus tomizable as it allows you to set what will print when a customer pays with a credit card What is set here will always automatically print after the customer pays with credit By default it is set to supply a Detail receipt and two Credit receipts What is on these receipts is supplied in their descriptions Using the...

Страница 129: ... enabled Percent Discount Has Decimal enables you to have a decimal option when using the Discount by a Percentage discount option by default you only have whole number options Apply Open Discounts After Tax When applying either the open discounts Discount by a Percentage or Discount by an Amount will apply the discount selected on top of the total and tax amount ...

Страница 130: ...d if you don t have one of these this option won t work for you If you would like to set up a Loyalty program you will have to assign a Dollar Per Point amount These are the points a customer earns for shopping with you Every time they spend the amount you specify here they will earn 1 point Below you can set reward levels This sets how many points a customer must reach before they can earn a rewa...

Страница 131: ...g up a bottle fee bottle redemption and lottery tickets Setting up a Bottle Fee 1 To create a bottle fee you must first go to Admin Company Settings Redemp tions Once there select New at the top right of the list 2 Name it Bottle Fee Now add the price of the fee which we have added in the exam ple as ten cents 3 Now we need to add the Bottle fee to the appropriate item Find the item that adds the ...

Страница 132: ...urn Now mark Is Redeemable and Prompt for Price Having it set as redeemable will allow you to use it to apply a bottle redemption to a ticket Having it prompt for price will allow you to type in how much you will be redeeming You can also forgo this in favor of a set price per re demption 3 Once you have the redemption made you can use it Make sure you have a cash drawer opened for the day To appl...

Страница 133: ...use the redemption on a ticket Also set Prompt for Price which will allow you to set the amount you are redeeming back to the customer for the winning lottery ticket they give you Lastly make sure Lottery is checked so the system keeps track of it in report ing as a lottery payout 4 Once you have created the Lottery PO redemption you can use it on a ticket Make sure you have a cash drawer open for...

Страница 134: ... are incurred regardless of when cash is exchanged Cash Basis records revenue when cash is received and expenses when they are paid in cash Show Potential Error Tickets in Reports displays tickets that may be error tick ets on your reports to assist in monitoring possible issues a ticket may be hav ing Open Tickets Line on Total Sales enables tickets that have not yet been paid out yet to be viewa...

Страница 135: ...Roles On the left of the page you should al ready have the manager role created for you in the system by default To create a new role select the New Role button at the top right of the screen On this new page first supply the name of the role e g Server Bartender Cashier etc and then the Regular and Overtime Pay if tracking that in this system At the bottom of this page are checkboxes that when ch...

Страница 136: ...nd logs the user out when they send a ticket Force Close Drawer lets the user force close a drawer in the event it cannot be closed by normal means Not a recommended function for most as force closing a drawer should be the final solution for a drawer issue as it can lead to issues or errors in reporting Log Out After Ticket Paid logs the user out after they pay a ticket out Prompt Tips on Clockou...

Страница 137: ...unction that should only be enabled on Admin users and is a tech support func tion Allow Tips lets the user accept credit card tips Allow Assigned Tips allows this user to be selectable if assigning tips to different employees in the Batch Adjustment screen and also on the Pay Screen Prompt Name on Ticket when a ticket is sent the system will prompt the user to supply either a name table customer ...

Страница 138: ... select Edit Button Permissions A pop up will appear which will al low you to select the different screens that are in your system Select each screen to enable the buttons an employee will be allowed to use By default most of the buttons will be red This means they don t have access to the button If you tap the button once it will turn green When green the employ ee is allowed to select the button...

Страница 139: ...r 1234 It should be the employee you are logged in at the start of using and editing the database to suit your business needs To create a new employee start by selecting the New Employee button at the top right of the screen Begin by supplying the employee s first and last name If you would like to keep the following information such as the SSN their cell and their address feel free to fill that i...

Страница 140: ...elect the swipe button and the card reader will prompt you to swipe the card to set it to the employ ee Changing a Default Role to Custom if different employees have different permissions but the same role in the system e g one bartender having more permissions or a pay raise from different bartenders you can customize them so that only the employee you are selecting has those changes Select the r...

Страница 141: ...of employee you would like to create this template for Then select the categories you would like them to have access to Once finished selecting these tap once on the right and all the categories you selected will transfer over to the Selected Categories sections Select save when finished Lastly you will have to attach this new template to the proper employee type To do this go back to Edit Roles a...

Страница 142: ...r that will allow you to search for a specific item To the right of this is a small i If you select this the pop up that appears will allow you to sort your items by either category or department When you select an item this will open the item s maintenance screen There is a lot of information here that can help you customize each item in the system Below we have listed the different features in t...

Страница 143: ...ventory will give you alerts when stock hits this number or goes below Item Mfg ID this is where you can supply the manufacturer s identification number SKU an item s unique SKU that the scanner scans into the system Can also key in a custom SKU for printing labels for items without a barcode Department sets the department for the item these are what supply a tax rate to the item in the system and...

Страница 144: ...e Size field such as small medium and large Select save when finished creating the different options and then back when done creating all additional fields Now that an additional field is created select the plus sign again next to Additional Fields Select the new field There will then be a small blank allowing you to add the field that pertains to this item Item Maintenance Checkboxes On the Item ...

Страница 145: ... allows the item to display a warning when below Par must be used in conjunc tion with the setting Enable Low Count Alerts in Admin Company Settings Inventory Mark For Reorder allows user to manually mark an item for reorder which will display the item on the Reorder Report along with anything else in the system that is below Par Track Item the system tracks items in reporting regardless of if thi...

Страница 146: ...d with food due to state tax laws Limit SKU limits the SKU to the amount of digits you specify when used in conjunction with Ignore Last Digits you can set how many of the last digits the scanner ignores This is best used with Price from SKU to extract pricing from certain item SKUs Price From SKU allows the item to gain it s price from the SKU of the item next to this is a blank that will allow y...

Страница 147: ...that you are measuring in Redemption allows you to add a redemption set up in Redemptions under Ad min Company Settings Redemptions to an item which is covered more in depth in that section Fixed Deposit used with merchants utilizing the rental and deposit function of Paradise which is covered more in depth in the Employee Screen Features chap ter allows you to set the fixed deposit an item charge...

Страница 148: ...ent things such as Sandwich or hamburger options that can be added or removed such as lettuce tomato cheese Menu add ons like sautéed onions extra cheese or extra meat and can have a charge applied Salad options such as different salad dressings or salad meat add ons When you select Modifier Maintenance a small pop up will appear giving you three options Edit Modifiers Edit Modifier Groups and Edi...

Страница 149: ...on at the top right the details you can change on that modifier are listed on the right Name this is the name of the modifier and how it will appear in the Modifier Group Price if the modifier contains an upcharge that price can be listed here Default Quantity sets how many are ordered by default generally kept at 1 Measurable changes the default quantity to a measurable amount with decimal places...

Страница 150: ...gn at the top right of the Modifier Groups list and a list of your available modifier groups will appear If you need to make a new group from this page you can select Add New Modifier Group from the bottom of this list Sub Modifier Groups This section allows you to attach a modifier group to a modifier so you can edit a modifier the same way you would an item A good ex ample of utilizing this is h...

Страница 151: ...oup Rules that will help dictate how many of the modifiers within the modifier group can be selected Modifier Group Rules Min Modifiers this is the minimum amount of modifiers an employee will have to select when this group appears on a menu item If the group is not a guided modifier group this value can remain at zero Max Modifiers this is the maximum amount of modifiers an employee can select fr...

Страница 152: ...eight of the page At the top of this you can toggle between Modifiers and Items Modifiers this list will show you what modifiers are currently connected to the mod group you have open To add more select the small plus at the top left of this list An other list of all the modifiers you currently have in the system will appear If the mod ifier you are searching for to add to your modifier group is a...

Страница 153: ...this descriptor will add the price of the modifier to the selection even if the modifier group rules state it is free if the descriptor is used on a modifier that already charges it will charge double that Nullify Price the descriptor will nullify any charge a modifier may incur useful when using NO on a modifier that would usually charge Subtract Price the descriptor will subtract any charge a mo...

Страница 154: ...ystem to make sure the correct tax rates have been set up for you When you select Edit Departments the left of the screen will display your current departments When you select a department or create a new one using the New Department button at the top right of the screen a few options will appear Taxable when enabled allows the department to tax at the rate provided in Tax Rate Track Time save the...

Страница 155: ... when selected this chang es the Rate blank from percentage to cents per oz The item this department is attached to must have ounces set on page 3 of its item maintenance screen Below this is a blank list This list will allow you to add new Tax Rates to the department if you would for instance like to have state and county tax separated or if you have state taxes that are added per ounce of a prod...

Страница 156: ...is up you will first have to make sure all the items that need to be taxed this way are in the same departments Once they are select Admin Edit Departments and choose the department you would like to add smart tax to Ensure that the correct rate is applied and that it is marked at taxable This is the rate it is going to add when any item under this department is rang up with a normally taxed item ...

Страница 157: ...tenance and select the appro priate item Remember you can filter by department here Once you have the item selected choose Page 2 in the settings section Select Smart Tax to enable it and save the item Now when this item is ordered by itself it will not charge taxes but when ordered with an item not using smart tax it will charge tax for both items ...

Страница 158: ...reen This will prompt the Command Maintenance page Select New Command at the top right of the prompt Name the new command and select save To use one of your ticket commands have a ticket created in the ticket field on the home screen and then select Commands at the bottom right of the screen The system will allow you to add the commands you have in the system to the tick et and you can select mult...

Страница 159: ...ons will appear Edit Discounts contains your default discounts these must be manually applied to tickets or items Scheduled Discounts this section allows you to attach default discounts to items during specific hours and days of the week useful when creating happy hour items Mix and Match discounts used to mix and match items of your choice useful for creating discounts that occur on items when a ...

Страница 160: ...r tax has already been added Ignores Modifiers discount does not apply to the modifiers that may upcharge on an item Disable Doubling disables doubling a discount on an item that you use the dou ble button on helpful when trying to double a happy hour item that the customer doesn t get a double discount on Below these checkboxes are options that will dictate what the discount will do when applied ...

Страница 161: ...t beer to be 20 off during you restaurant s happy hour you will first have to create a standard discount that applies 20 off Once you have a standard discount created for your scheduled discount open the Scheduled Discounts page Select New Discount at the top right of the screen Name the new scheduled discount and make sure to mark it as active so the system will apply the discount Next choose the...

Страница 162: ...ou would like to create a new one from this page Once you have a discount selected you can begin adding the items that the scheduled discount will be applied to during your set time Select Edit next to the blank Items list Your items on the next page will be listed by category first Choose a category and it will expand revealing the items it contains When you tap on an item within the category it ...

Страница 163: ...s the second 50 percent off Another example would be having a two for 10 special To begin creating the mix and match discount name the discount and make sure to mark the active checkbox Mark the days of the week that you would like the discount to apply You will then need to input when the discount is effective from and to Input the correct time and set the date range If the discount will go on in...

Страница 164: ...tting Level 1 to 2 and Price per Item to the item s sale price will allow all included items after the second purchased to also be included in the sale Now before selecting the items you would like the mix and match to apply to you must set the discount levels Discount levels allow you to set the price that the group of items will become after the discount or how much each item will become after t...

Страница 165: ...k diagram is created press and hold your finger down on the back ground Four options will appear New Table or Object allows you to create a new table which is selectable for tickets or an object which is not selectable for tickets This is covered in more detail below Change Background Color allows you to change the background color if you have a color scheme enabled your primary and secondary colo...

Страница 166: ...ver this in more detail After pressing and holding your finger down on the screen to display the table dia gram options select New Table or Object A new square yellow object will appear Tap the object once and it will be highlighted in white meaning it is the se lected table Once highlighted you can use your finger to drag it around the screen or use two fingers to expand or shrink the object ...

Страница 167: ...ble All object names will be displayed in black If you have multiple tables that are the same size and shape this page will also let you duplicate tables The system will prompt you for how many additional tables you d like to create with the same specifications All duplicated tables will populate on top of the original table Select the ta ble and drag it away and any additional tables you created ...

Страница 168: ...will be listed on the left To create a new color scheme select New Color Scheme at the top right Begin by naming the color scheme Next at the far right are blank squares below the names Red Orange Yellow and Green Select the blanks below these to be given a color picking option Try to keep these colors the same as the name as these four will dictate the colors of important buttons such as Pay Send...

Страница 169: ...m The rest of the options are all there for you to have additional color choices in the system When choosing a color with the color picker on the Set Color screen there are two small bubbles one on the large gradient color block the other on the small rectangular bar Sliding the one at the bottom will change the color gradient of the block above Sliding the one on the gradient color block will cha...

Страница 170: ...on the left of the screen To create a new vendor select New at the top right From here you can supply the information you have from the vendor only the name is necessary when creating a vendor To attach a vendor to an item find the item either in item maintenance or on the home screen and open its editing page On the far right there will be a blank to provide the vendor Select the small plus sign ...

Страница 171: ...hen printer on this page In the middle are the options that allow it to function On the right is a list of all items assigned to the printer To assign additional items select the small plus sign at the top left of this list A list of all the items in the database will appear To more easily search through this select the small i at the top left of the new item list This option will allow you to fil...

Страница 172: ... set up printer routing begin by selecting New Route after opening the Printer Routing page Name the new route and don t forget to mark it as active The active check box is also an easy way to turn the route on and off when you would like After naming the new route select the days that you would like the device to route to a different printer You will then need to input when the route is effective...

Страница 173: ...rinter In the the To Printer section select the printer you would like it to route to Lastly select the Edit button next to the Devices section This will display a list of the devices in your system which are your stations Choose which stations this change will effect Then save Don t forget to test these settings to ensure they work properly ...

Страница 174: ...your database their iPad will also load on this page The device you are on will be highlighted and the name will display it s three letter des ignation and say This Device in parenthesis The three letter combination keeps the devices separate and lets you know which device is which on things like drawer reports and will let you know which device began a ticket When you select a device the device s...

Страница 175: ... Settings Ticket will allow receipts to be signed for on the iPad rath er than on physical tickets Device Timeout sets the time in seconds that the system will wait before re turning to the log in screen Set to zero to disable timeout Scale Type sets the type of scale if you are using one from the two available will have already been set up for you if you ordered a scale initially with your Paradi...

Страница 176: ...t Jobs but they will sit here until a printer is available If you find you have a backlog of print jobs and don t need to reprint them you can clear them by pressing and holding your finger down on the top print job and dragging your finger down toward the bottom of the page A red button will appear Let go and select the red Clear Queue button to clear out the queue If you have a few jobs backlogg...

Страница 177: ...operly connected Other terminals such as a bluetooth reader may say Label in the status section instead of saying connected At the bottom right of the Admin screen is a section labeled Printer Status If you have any ethernet printers and are using the Print Queue supplied with your equipment the ethernet printers will be listed here This area is to help diagnose printer issues If the screen says P...

Страница 178: ...y going to your Home Screen and creating a new category for your rental items Now create a new item within that category Name the item and give it the appro priate department based on how it needs to be taxed Now to have it function as a rental item check the Rental checkbox on Page 1 at the bottom left of the item s maintenance page Two new selections will appear Rental Info and Rates Select Rent...

Страница 179: ...me the customer can rent the item if the customer brings it back early they will still be charges for the mini mum rental time Max Price Of Sets the maximum amount the customer can be charged Update Charges Every Updates the charges in the Rental Tickets screen based on what is set here Round Up To Next Charge Sets whether the system charges the customer full price for a time period even if they o...

Страница 180: ...l allow you to create a new Rental Item Give the item a name and make sure to give the item a serial number Once you have done this select Save Now that you have a new rental item select Add again which will give you the option to add the item you just created You can also add notes about the item here by typing in a note and selecting Add Note ...

Страница 181: ...nance Rate Name Name of the rate you are creating Deposit Amount The amount a customer has to deposit to receive the rental item Rate The amount of money a customer will pay per additional minute hour or day Set the time increment by selecting the blank next to Per Minimum Rental Time Of Sets the shortest amount of time the customer can rent the item if the customer brings it back early they will ...

Страница 182: ...em again and tap Reset Rate When you ve finished selecting your item tap Accept This item will now be rang up on the ticket with it s deposit amount Pay this ticket out to pay the deposit amount and this will close the ticket but will continue to track the amount of time they keep the rental open for When a customer returns their item they will then have to pay on the additional balance they accru...

Страница 183: ...Look In this chapter 7 1 Web Reports vs Local Reports 184 186 7 2 Sales 187 209 7 3 ItemLevels 210 211 7 4 Inventory 212 216 7 5 Employee 217 220 7 6 Customer 221 224 7 7 Drawer 225 226 7 8 Daily Logs 227 228 7 9 Modifiers 229 ...

Страница 184: ...ccount Once this has been done you can now access your web reports and local reports through the iPad To enable web reports go to Admin Company Settings Reports and select the Use Web Reports checkbox Now when you run your re ports you ll have the option to switch between Web Reports which will load au tomatically and allow you access to all of your current data and Local Reports The button to swi...

Страница 185: ... when you select Reports Most reports when selected will give you the option to select your date range and time range To change the date select the current date and a calendar will appear This will allow you to choose the correct starting and ending date that you would like the report to pull for Change the time range in the same way mak ing sure to correctly add AM or PM based on the time range y...

Страница 186: ... you can swipe through the pages if there are multiples to view the file To view the options bar tap once on the report At the top right there is a printer icon If you have an Air compatible printer on the same network that the iPad is on you will be able to print this report Next to this icon is a small envelope if you have an email address connected to the iPad Select this and the system will al...

Страница 187: ...tals Below is the payment details section which separates your payments into their different tender types with totals at the bottom Tickets Sold The total of tickets sold for all stations per time frame Ticket Sub Total The total of payments taken for all tickets sold on all stations before tax is applied per time frame Tickets Tax The tax total on all tickets for all stations per time frame Ticke...

Страница 188: ...scount Program Lists the rebate applied on tickets of different pay types based on what payment method was used In the case of Cash and Check these should always have rebates that match the fee applied This rebate also applies when using Redemptions in states that have laws applying to bottle returns as those returns are rebates If using both the Cash Discount Program and Redemptions the Rebate an...

Страница 189: ...ters When ran this report shows a breakdown of each transaction what time it was ran what type of payment it was the amount paid on the tick et the tip on the ticket and the ticket total This report also allows you to choose which payment types you would like to appear on the report if you don t select one it will pull a report of all payment types ...

Страница 190: ...he ticket was closed Type This is the payment type that was used to pay the ticket Amount The amount paid on the ticket with that payment type Tip The tip amount if a tip was added to the ticket Ticket Lists the ticket number of the closed ticket Ticket TTL Shows the ticket total of the Amount and Tip together ...

Страница 191: ... sales by department without taxes as well as how many items were sold per department Name The name of the department reporting sales Total The total before tax that was taken per department per time frame Qty The amount of items sold within each different department per time frame ...

Страница 192: ...t will leave them all in one chart together Name The name of the item with an additional field added to it Amount The total of the items before tax per time frame Qty The amount of an item that sold in the given time frame Sales by Category Report This report shows your sales by category without taxes as well as how many items were sold per department Name The name of the category reporting sales ...

Страница 193: ...tions in states that have laws applying to bottle fees Rbt Applies only to merchants on the Cash Discount Program Lists the rebate applied on tickets of different pay types based on what payment method was used In the case of Cash and Check these should always have rebates that match the fee applied This rebate also applies when using Redemptions in states that have laws applying to bottle returns...

Страница 194: ...ay starting with the hour set as From Time and ends at the hour set as To Time Hour Lists the hours of the day so that the report can break down what sales were made during which hour Sale Total made in sales per hour listed Tips Total tips made per hour listed Total Totals the Sale and Tips columns ...

Страница 195: ...PNRef The Payment Network Reference ID PNREF field is a unique trans action identification number The PNREF is used to identify the transaction for billing and reporting purposes Card This shows only the last four digits of the credit card used on the trans action Amount This is the amount billed to the card listed for the transaction ...

Страница 196: ...sts the card number of the gift card Start Amt The amount that was added to the gift card when it was first opened Balance This is how much is remaining on the gift card when the report was ran Last Paid This is the amount last paid for with the gift card Paid Dt This is the date that the Last Paid was made Created This is the date the gift card was made On Ticket This is the ticket that the gift ...

Страница 197: ...ed uled Ticket and Item Scheduled means the discount is a scheduled discount automatically applied by the system typically in the event of happy hour dis counts for instance Ticket discounts are discounts that are manually applied to the entire ticket rather than to just one item Item discounts are discounts that are manually applied to a specific item Total This is the total amount discount per d...

Страница 198: ...he discount type of Item next to the name of the item that was discounted If the discount made was toward a full ticket it will show up a little bit differently First the ticket will be listed in Type It will show a 0 balance as to what was discounted However below this it will list all the items that were on the ticket and these are what the discount balance displays on See example above Discount...

Страница 199: ...ed to that were voided The total is listed below the departments totaling the amount that was voided in the different departments Sub The subtotal before tax of the voids that were made Tax The tax that would have applied that was voided along with the subtotal Total This is the total of the Sub and Tax amounts of the amount voided Qty The amount of voids made of each type Type This separates the ...

Страница 200: ...der Ticket it means that the entire ticket was comped If the comp is listed under Item it means that just an item on the ticket was comped Below this the comps are separated in the departments the items belonged to that were comped The total is listed below the departments totaling the amount that was comped in the different departments Sub The subtotal before tax of the comps that were made Tax T...

Страница 201: ... was made on a comp Reason Displays the reason given for the comp occurring Total Total of the Sub and Tax amounts of the amount comped Reason This displays the reasons that were used during the time period to make the comps Qty The amount of times the reason was used within the time period Sub Amount of money comped before taxes Tax Amount of tax that would have been collected on the tickets or i...

Страница 202: ... collected in the given time range Sub The total sales made in the given time range before tax has been added Cost If items in the system are given a cost amount this column totals it This cost is subtracted from Sales to create the amount listed in Profit Comm This is only used by merchants using commission this totals the com mission made for the given time range which is subtracted from Sales t...

Страница 203: ...e It s a useful re port as it shows the profit that each item makes so that you can keep track of what items are best sellers Name Name of the item sold Cost The total cost of each type of item sold Resale Amt How much the item sells for Commission This is only used by merchants using commission this is how much commission was made on the item Profit How much profit was made for each type of item ...

Страница 204: ...you have collected along with the tickets they were applied to and how much was paid on the full ticket Ticket This displays the ticket number of a ticket that had a redemption fee applied to it this also totals the amount of tickets redemption fees were collect ed on at the bottom of the list Total This shows the complete ticket total Bottle Fee This displays the amount collected from any bottle ...

Страница 205: ...ecting with normal sales tax Name Name of the tax rate in the system separated into any additional tax rates that have been created in the system on top of what a department already taxes and Sales Tax Rate The additional tax rate applied to the items on the ticket that have multi ple tax rates applied to them Does not display the Sales Tax rate Taxable Amount The cost of the item that the tax rat...

Страница 206: ...des that by the amount reported in the Seats column Seats Tickets If using tables with seat counts this will keep track of how many peo ple were accounted for vs how many tickets were created Ticket Avg The average amount each ticket was paid out for during that hour this amount takes the Total and divides that by the amount reported in the Tickets col umn Labor Hrs This is the amount of hours bei...

Страница 207: ...Tickets Total This totals the amount owed on the tickets that are still open when this report is opened Void Comp Discount Summary This section s summarizes the voids comps and discounts that have been made during the given time period Voided Total The total sales voided for the given time period Comped Total The total sales comped for the given time period Discounted Total The total amount discou...

Страница 208: ...ons in states that have laws applying to bottle fees Rbt Applies only to merchants on the Cash Discount Program Lists the rebate applied on tickets of different pay types based on what payment method was used In the case of Cash and Check these should always have rebates that match the fee applied This rebate also applies when using Redemptions in states that have laws applying to bottle returns a...

Страница 209: ...mmaries Summary of the departments that had sales for the time frame Name The name of the department reporting sales Total The total before tax for each department per time frame Qty The amount of items sold within each department per time frame ...

Страница 210: ...ple filters that will allow you to narrow down what items display on the report You can filter by departments categories and even individual items If left alone it will display every item that has sold within the time period split into two sections category and department If you select just de partments or just categories it will only display one section ...

Страница 211: ...was made on the item Tax Amount of tax collected on the items sold Total The Subtotal and Tax totaled for how much money was made on the item Cost The total cost for how many of the item was sold Profit This displays how much profit was made by selling the items this takes the Total and subtracts Cost to create the amount listed here Profit How much of what was collected for an item was profit thi...

Страница 212: ...time period it simply counts all the inventory at the time the report is ran If there are vendors connected to your different inventory items they will be separated by vendor in this report This reporting section deals primarily with tracking your inventory keeping up with product counts and tracking what needs to be reordered Learning to read your inventory reports is crucial to running your busi...

Страница 213: ...unt you would like to have on hand at all times it is zero by default Qty The amount of the item that is left in the system This becomes a negative number after the item is sold if not given a positive value beforehand Cost If items in the system are given a cost amount this column totals it This cost is subtracted from Sales to create the amount listed in Profit Price The amount the item sells fo...

Страница 214: ... level set should be the minimum amount you would like to keep in the store at all times When set and this report is ran the system will display a report showing all items that are below the level you set indicating you will need to order some soon before you run out This report will separate your inventory by Vendor if you have vendors attached to your items Name Name of items that are below par ...

Страница 215: ...nd still sold leaving a negative quantity amount Name Name of the items that need to be reordered SKU The SKU number that is assigned to this item ID The MFG ID that is assigned to this item Par This amount is set per item and is the minimum amount you would like to have on hand at all times it is zero by default Qty The amount of the item that is left in the system This becomes a negative number ...

Страница 216: ...r this report to count them Name Name of the item SKU The SKU number that is assigned to the item ID The MFG ID that is assigned to the item Par This amount is set per item and is the minimum amount you would like to have on hand at all times it is zero by default Qty The amount of the item that is left in the system This becomes a negative number after the item is sold if not given a positive val...

Страница 217: ...his separates the amount of regular hours an employee has worked and the amount of hours they ve earned TTL Hrs This totals the amount of hours an employee has worked this includes both regu lar and overtime hours Breaks This totals the breaks an employee may have taken during their shifts these are unpaid breaks and do not count toward their pay Reg OT Pay This separates how much pay an employee ...

Страница 218: ...ift based on the pay rates applied Commission Report If you use commissioned items for your employees this report will track how much in commission those employees made for the given time period Shift The shift the employee worked when they made the commission Pay The amount the employee earned for their shift for their hourly wage Sales The amount of sales the employee ran Comm Sales The amount o...

Страница 219: ...er The employee who has the tab open Total The total that has been applied to their tab Unpaid The amount still remaining on their tab that they owe Qty Amount of tickets that have been closed to their employee tab Recently Added Ticket The ticket number of the ticket that was recently added to the employ ee s tab User The employee that the ticket was closed to Ticket Total The amount on the ticke...

Страница 220: ...eaks This totals the breaks an employee may have taken during their shifts these are unpaid breaks and do not count toward their pay Reg Pay This displays the amount of regular pay earned under that role OT Pay This displays the amount of overtime pay earned under that role TTL Pay This totals the regular and overtime pay earned under that role Tips If the employees make tips this displays the amo...

Страница 221: ...and Layaway which will help you keep track of your customer s accounts Customer Overview This report gives you a brief breakdown of all of your customer s House Account and Layaway tickets Ticket The ticket applied to the customer Amount The amount of the ticket that was applied to the customer Customer The customer s name that the account belongs to ...

Страница 222: ...can no lon ger apply tickets to their house account House Account Summary Name The name of the customer who has the house account Limit The credit limit that has been set in their account Balance How much the customer currently owes on their house account House Account Tickets Ticket Lists the tickets that the customer has applied to their house account Amount The amount the ticket was worth that ...

Страница 223: ... ries Name The name of the customer with the layaway account Tickets The amount of tickets the customer has on layaway Due How much the customer owes on their layaway tickets Ticket The ticket that the customer put on layaway Amount The dollar amount of the ticket Customer The name of the customer who the ticket belongs to Customer The name of the customer with an upcoming event Date The date of t...

Страница 224: ... the customer with the tax exemption Tickets Total The total that was paid on the ticket after the tax exemption of Tickets The amount of tickets the customer used their tax exemption on Total Tax Removed The amount of tax that was removed from the customer s tickets due to their tax exemption Card The number of the card or loyalty number card Start Amt The beginning balance of the card Balance Th...

Страница 225: ...ou to go back and see the sales that occurred on that drawer as well as note any overages or shortages When running the report make sure to select the drawer you would like a report for from your drawer selection on the right of the screen Once you have the appropriate drawer selected choose PDF or Thermal Print at the bottom to run the report ...

Страница 226: ...t will total here positive numbers are overages negative numbers are shortages Cash Drop This is how much cash would need to be taken out of the drawer to reset it back to starting cash this amount is equal to all cash payments plus all tip ins pay ins and over ages minus all tip outs pay outs and shortages This amount can be negative depending on what sales occured on the drawer Bill Counts Drawe...

Страница 227: ...e system to help you better track things such as voids comps and ticket transfers This function gives you a summary of a user s actions and when they did them It will also track any manager overrides so you can ver ify who allowed these actions to occur Simply choose the log type s and run the report for those values for the selected time range ...

Страница 228: ...s of logs will appear on the screen If you don t select any all of them will load Most of these will display who did the action what item and or ticket the action was done on and what time it occurred Explore these log types in order to keep track of how your business is functioning ...

Страница 229: ... along with the amount of money you may have earned from the modifier being used You can filter by a specific modifi er or run the report on all of them Name The name of the modifier Qty The amount the modifier was used in the given time period Price The price of the modifier if it had one Total The total amount of money spent on the modifier if it had a price ...

Страница 230: ...ice w Out Server Banks 238 243 8 1 3 Retail 244 246 8 2 ShortTutorials 247 8 2 1 Opening a Cash Drawer 247 248 8 2 2 Closing a Cash Drawer 249 250 8 2 3 Adjusting Credit Card Tips 251 8 2 4 Tipping Out Employees 252 253 8 2 5 Using House Accounts 254 256 8 2 6 Creating and Using the Loyalty System 257 260 8 2 7 Creating and Using Layaway 261 263 ...

Страница 231: ...ash bank without having to have a traditional cash drawer like a bartender would have This can help cut down shrinkage or loss This means at the end of the shift the server will need to either tip in or out of the drawer depending on their credit tips and cash sales EX Captured Tips credit card tips accrued 100 Cash transactions collected 60 Restaurant owes employee 40 OR Captured Tips credit card...

Страница 232: ...ith the Open Cash Drawer button 2 Count the drawer by denomination and then select Confirm The drawer is now open on this station If an employee is supposed to take sales to this drawer such as a bartender make sure they are prompted to join the drawer when clocking in or select the Join Drawer button on the Employee tab 3 Servers using a server bank won t have access to the drawer and won t be ab...

Страница 233: ...their credit card tips If they are not allowed to adjust their credit card tips they will have to wait until the appropriate employee bartender or manager adjusts them before they can do their next step 5 Once the server s credit card tips have been adjusted and all tickets closed they will run their Shift Report located under the Employee tab The system will prompt them with their captured tips a...

Страница 234: ...nd select Confirm their shift report will print to the appropriate receipt printer Depending on how much they took in cash transactions vs credit card tips will dictate whether the report states Restaurant owes employee or Employee owes restaurant ...

Страница 235: ...een Employees who have already completed their shift reports should have Has Report to the right of their name in green Select the employee ready to leave 8 Once selected to the right it will tell you the same information that the shift report printout says The employee doing the tip out should enter the amount that is either taken or added to the drawer for tips in the blank As shown in the examp...

Страница 236: ...ailable and will allow you to keep open tickets while closing the morning drawer and opening the night drawer If you do not want to swap drawers midday skip to step 13 When ready to swap the drawer select Employee Close Cash Drawer The next screen will have two options Close or Swap Make sure em ployees who you would like tipped out of this drawer have done so 11 Select Swap The first screen allow...

Страница 237: ...sed all shift reports have been completed and all employees have been tipped out you will need to close out the drawer There are two ways to close the drawer The first is go to Employee Close Cash Drawer and select close From here count the total cash by denomination and select Confirm The system will print the drawer report The employee can then clock out 14 An alternative method is for the last ...

Страница 238: ...he cashiers or servers make credit card tips If yours do not you can skip those steps 1 The first employee who clocks in that has access to the cash drawer including ca shiers will be prompted to open the cash drawer with starting cash If ready to open the cash drawer the employee can select yes and proceed to opening the cash draw er If this step is bypassed the drawer can instead be opened from ...

Страница 239: ...tment to adjust their credit card tips If they are not allowed to adjust their credit card tips they will have to wait until the appropriate employee such as a manager adjusts them before they can do their next step 2 If an additional employee is using the same drawer while clocked in make sure that they are prompted to join the drawer when they clock in or have it set in your system to automatica...

Страница 240: ...ips adjusted credit card tips and have them input their addition al cash tips This amount is reflected on the payroll report for tax reporting purposes Once they input this amount and select Confirm their shift report will print to the appropriate receipt printer Using this method the shift report should only ever state Restaurant Owes Employee since the cashier should never cash sales out without...

Страница 241: ...Out and a list of employees will appear on the left of the screen Employees who have already completed their shift reports should have Has Report to the right of their name in green Select the employee ready to leave 7 Once selected to the right it will tell you the same information that the shift report printout says The employee doing the tip out should enter the amount that is taken from the dr...

Страница 242: ...Drawer The next screen will have two options Close or Swap Make sure em ployees who you would like tipped out of this drawer have done so 10 Select Swap The first screen allows you to close out your morning drawer by count ing all the cash by denomination in the drawer Select Confirm when done and Con firm again if that is the correct total This will print out the morning drawer report Select Conf...

Страница 243: ...sed all shift reports have been completed and all employees have been tipped out you will need to close out the drawer There are two ways to close the drawer The first is go to Employee Close Cash Drawer and select close From here count the total cash by denomination and select Confirm The system will print the drawer report The employee can then clock out 13 An alternative method is for the last ...

Страница 244: ... has access to the cash drawer including cashiers will be prompted to open the cash drawer with starting cash If ready to open the cash drawer the employee can select yes and proceed to opening the cash drawer If this step is bypassed the drawer can instead be opened from the Employee tab with the Open Cash Drawer button Count the drawer by de nomination and then select Confirm The drawer is now o...

Страница 245: ...er s totals Until they are ready to clock out they will take sales as normal 3 You may find that you need to change out drawers midday or during shift change to take a cash drop For businesses without credit card tips or tickets that stay open as in a restaurant closing the drawer completely and opening a new drawer is the best and easiest procedure To begin select Close Cash Draw er in the Employ...

Страница 246: ...he screen one more time 5 Now you can open your second drawer with the same step you used when you first opened Count this drawer with its starting cash When other employees log in or clock in that have access to the drawer it will prompt them to be added to the drawer 6 The cashiers can again take sales as normal with all their cash sales going to ward the new drawer At the end of the day they ca...

Страница 247: ...wo ways to open a cash drawer with starting cash If you are the first per son clocking in on a station that has a drawer the system will prompt you by asking if you would like to open a drawer 2 After selecting Yes a prompt will appear allowing you to count your drawer s start ing cash The drawer requires you to enter your total cash by denomination For ex ample if you have 100 in twenty dollar bi...

Страница 248: ...with starting cash 4 If you instead select No when the prompt appears after clocking in or the prompt doesn t appear for you you can still open the cash drawer from the system After clocking in log in and go to the Employee Screen 5 Once here select Open Cash Drawer Follow the same prompts as above to start your drawer ...

Страница 249: ... drawer For this series of steps we will choose Close 3 Once you ve selected close the prompt will appear allowing you to count the full total cash that remains in the drawer The system will give you an error message if not all tickets are closed or not all shift reports complete 4 After counting the cash by denomination select Confirm The system will prompt you once more to be sure you ve entered...

Страница 250: ... ability for a manager to come over and do a recount 5 Once the drawer is closed a pop up will prompt detailing what occurred on the draw er A drawer report will also print from the printer 7 Select Confirm one last time to complete the drawer The cash drawer has now been closed and is ready for the next day or shift ...

Страница 251: ...actions that have been processed under the logged in employee 2 Find the ticket you would like to adjust the tip for Select the ticket and a num ber pad will appear Type in the tip amount here 3 When you are finished adjusting all tips select the Save All Tips button The system will take a moment as it is communicating to the credit card reader to adjust the tips ...

Страница 252: ... the employee is using the cash drawer to take payments this information will be blank At the top of this report it will detail whether the Employee Owes Restaurant or Restaurant Owes Employee This amount will need to be tipped in or out of the drawer 3 If the employee is allowed to tip themselves in out they will then go to Employ ee Employee Tip Out If not they will bring their shift report to a...

Страница 253: ...provided 6 Tap Tip Out Employee Confirm on the next prompt if you re sure you entered the correct total The station s drawer will then pop open and a slip will print with spaces for both the employee and manager to sign if required 7 The system will then prompt you to clock the employee out If they are finished with their shift you may clock them out Otherwise select No and they can clock out when...

Страница 254: ...ist Go to Employee Customer Database 2 Select New Customer at the top right of the screen This will give you a blank ed iting screen to create a new customer from Make sure to assign a first and last name and assign a value to one of the fields highlighted in pink in the system 3 To give this customer the ability to have a house account make sure to select the House Account checkbox The customer w...

Страница 255: ...reated the ticket 5 Once you ve assigned a customer the system will automatically pay the ticket out to that account 6 To pay a ticket or balance on a House Account simply go to Employee Cus tomer Database and find the customer from your list on the left Then select the House Account button 7 This will list all of the customer s tickets that they have placed on their House Account along with their...

Страница 256: ... from the list and select Pay Ticket This will take you to the payment screen and you can pay the ticket out normally 9 To pay out the balance or part of it select Make Payment instead You can now make a payment or pay out the full balance as you would normally pay out a ticket ...

Страница 257: ...that will allow you to give your loyalty customers a gift card of a value you set for collecting points Setting up the Loyalty System Rules 1 To create a loyalty system you must first set up the rules that it runs on Start by going to Admin Company Settings Customer From this page you can set the Dollars Per Point amount This amount shows how much money they have to spend on a transaction before t...

Страница 258: ...yalty Customer 1 There are a few different places you can go to set up a loyalty customer You can do so when prompted by Guided Loyalty at the pay screen you can use the Cus tomer option while sending a ticket from the pay screen or you can manually enter them from Employee Customer Database We will be going over creat ing them from Employee Customer Database 2 When in the Customer Database page s...

Страница 259: ...Ticket set for employees so they get the Send Dialogue screen you can send a ticket and select the Customer option If at the pay screen you can select Customer at the top of the screen and assign a customer here Lastly you can have Guided Loyalty set in Admin Com pany Settings Customer which will prompt employees at the pay screen to assign a loyalty customer if applicable ...

Страница 260: ... on transactions You can also give your customer their reward from the pay screen 1 When your customer with a reward available is ready to check out and you have assigned them to the ticket the payment screen will prompt you by letting you know how much of a reward they have available You can choose to either Re deem Points to Card or Pay with Loyalty 2 If select Redeem Points to Card the system w...

Страница 261: ...ustom er if they do not already exist Go to Employee Customer Database 2 Select New Customer at the top right of the screen This will give you a blank ed iting screen to create a new customer from Make sure to assign a first and last name and assign a value to one of the fields highlighted in pink in the system 3 To give this customer the ability to use layaway make sure to select the Layaway chec...

Страница 262: ...st created the ticket 5 Once you ve assigned a customer the system will automatically assign that ticket to the customer 6 To pay a ticket or balance on a customer s layaway simply go to Employee Customer Database and find the customer from your list on the left Then select the Layaway button 7 This will list all of the customer s tickets that they have placed on their Lay away account along with ...

Страница 263: ... from the list and select Pay Ticket This will take you to the payment screen and you can pay the ticket out normally 9 To pay out the balance or part of it select Make Payment instead You can now make a payment or pay out the full balance as you would normally pay out a ticket ...

Страница 264: ...r assistance at 877 777 5530 In this chapter 9 1 Restarting the Paradise Application or iPad 265 9 2 Cash Drawer Not Opening 266 9 3 Bluetooth Receipt Printer Not Printing 267 9 4 Ethernet Receipt Printer Not Printing 268 9 5 USB Receipt Printer Not Printing 269 9 6 Kitchen Printer Not Printing 270 9 7 Credit Card Terminal Issues Bluetooth 271 9 8 Credit Card Terminal Issues Ethernet 272 9 9 Resta...

Страница 265: ...ll circle button on the front of the iPad just above the charging port 2 Find the Paradise app in the app switcher This app switcher screen will display all apps you currently have open quite small on your page 3 Swipe up on the Paradise app to close it Sometimes restarting the entire iPad can help resolve an issue Follow the steps below to turn an iPad off and back on to restart it 1 Press and ho...

Страница 266: ...m the receipt printer to the cash drawer This cord will usually have two labels one on either end Cash Drawer and Printer Make sure the one that is labeled Cash Drawer is inserted in the bottom of the drawer and the one labeled Printer is in the back of the receipt printer If the cash drawer opens when you select Open Drawer in the app but not when you take a cash payment it is likely a drawer was...

Страница 267: ... s home screen tap on the Set tings icon then select the Bluetooth menu 3 Confirm that the Bluetooth toggle switch is on 4 If the device shows Not Connected on this menu under My Devices select the device If it says Connected afterwards it should begin working If not follow on to the next step 5 If the device does not connect but remains in the My Devices section select the small i icon and choose...

Страница 268: ...gain Make sure the light on the front is steady and does not read an error 4 If the error light is on the printer may not be on the network Follow the ether net cord from the printer to the router and make sure it hasn t been unplugged 5 Check that Print Queue is active In the Paradise application on the iPad check the top of the screen where there is a small marker labeled PQ It will be either re...

Страница 269: ...pen the paper tray and ensure that there are no paper jams and that the paper is inserted according to the direc tions in the printer Close the paper tray and press the feed button to ensure that the paper feeds through properly If the printer still isn t working after these steps someone may have changed the settings in the Paradise application In the Paradise app go to Admin Device Maintenance a...

Страница 270: ... Make sure the light on the front is steady and does not read an error 4 If the error light is on the printer may not be on the network Follow the ether net cord from the printer to the router and make sure it hasn t been unplugged 5 Check that Print Queue is active In the Paradise application on the iPad check the top of the screen where there is a small marker labeled PQ It will be either red or...

Страница 271: ...ill need to forget the device on the iPad in order to reconnect it While still in the Bluetooth section of the Settings application find the MP200L again There should be a small blue i next to it Select this and on the next page tap Forget This Device 4 Once the device is disconnected we can attempt to reconnect the device On the credit card terminal there is a button that has a Bluetooth symbol o...

Страница 272: ...nection under Terminal Status 2 If you are connected to the right Wi Fi and still are unable to connect the device the device may be on the wrong network or may have changed it s IP address Finding the IP address of your terminal varies per model but they generally fol low these steps 3 Select the menu or function key on your terminal It may ask you for a password This password will either be 1234...

Страница 273: ...l clear device connected to your router from power The lights inside will turn off 3 Unplug the TP Link router from power or click the power button on the back Make sure you do not touch the Reset button or your router will be complete ly reset and Paradise tech support will have to assist you in setting it back up before it is usable again 4 Once both are disconnected wait ten seconds and then pl...

Страница 274: ...u to being offline and losing connection to the cloud The symbols at the top of the screen will also turn red to indicate a disconnection When this occurs select Dismiss so that we can switch to local mode manually Make sure all iPads get switched to this mode To do this manually go to Admin Company Settings Email Network Check the Enable Local Mode P2P checkbox and uncheck Auto Resolve Connection...

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