2TouchPOS System Setup Workbook
2TouchPOS System Setup Workbook
Xenios, llc 82 Saint Paul St. Rochester, NY 14604 Phone 585.325.5242 • Fax 585.325.6989
Table of Contents About this Document .................................................................................. 3 Production Schedule .................................................................................. 4 About the Production Phase ................................................................................. 4 Key Dates ............................................................................................................. 4 Production Overview ............................................................................................. 5
Broadband Internet Access ........................................................................ 6 Time Warner Business Class ................................................................................ 6
Credit Card Processing .............................................................................. 8 Mercury Payment Systems ................................................................................... 8 Business Profile .................................................................................................................. 8
Menu Build Workbook .............................................................................. 11 Terminology ........................................................................................................ 11 Menu Build - Kitchen Requisitions ...................................................................... 12 Menu Build – Core Items & Pricing ..................................................................... 13 Departments and Categories............................................................................................ 13 Pricing ............................................................................................................................... 14 Menu Items ....................................................................................................................... 15
Menu Build – Modifiers ....................................................................................... 16 Modifiers ........................................................................................................................... 16 Modifier Groups ................................................................................................................ 16 Modifier Group Layout ...................................................................................................... 17
Speed Screen Setup ........................................................................................... 18 Speed Menu ..................................................................................................................... 19 Speed Category Bar ......................................................................................................... 20
Pricing Specials, Discounts, Coupons ................................................................ 21 Days and Times ................................................................................................................ 21 Items on Special (Special Pricing) .................................................................................... 21
Employee Setup ....................................................................................... 22 Job Descriptions ................................................................................................. 22 Employees .......................................................................................................... 22 Employee Setup Quick Reference ...................................................................... 22
Graphical Table Management .................................................................. 23 Table Management Setup Quick Reference ....................................................... 23
Screen Saver Logo................................................................................... 24 Receipt Layout ......................................................................................... 25 Header Info ......................................................................................................... 25 Footer Info .......................................................................................................... 25 Quick Reference Instructions .............................................................................. 25
Xenios, llc @2009
Page 2
About this Document We’ve compiled a set of worksheets and instructions to guide the set up and customizing 2TouchPOS for your establishment. This document was written for 2TouchPOS version 3.02.0025.
Xenios, llc @2009
Page 3
Production Schedule About the Production Phase We defined the production phase as a two week time frame immediately proceeding the installation date. The following table provides a high level overview of when the production phase occurs and what is accomplished during the production phase. Phase
Activities
Pre Production
Arrange for Broadband Internet Access, Gather Menu Information
2 Production Weeks Menu Build, Employees, Permissions, & System Settings Operation
Live Operations: Installation, Staff and Admin Training, Go Live Support
Key Dates The first day of Operations is the key date. The first day of operations is when the system will be installed and likely the day you will start operations with 2Touch. We require this date to be:
On or after your internet access is installed. We will require you to have a promised install date from your provider before we will schedule an install date. Your environment must be ready. o Sufficient electric outlets installed per code must be available. o Your network runs must be complete and tested. o Your physical build out must be complete (at least where the point of sale components are to be placed). We also highly recommend this date be one of your slower business days or a soft go live event. You will have many other considerations such as staff availability and your ability to provide the needed menu and system information.
Xenios, llc @2009
Page 4
Production Overview The production will start two weeks prior to the install date. The following table outlines the production activities on a per day basis. You will need to provide the information needed to complete the daily topic on that day. Phase
Activities
Pre Production
Production
Operation
Gather Menu, Modifiers, Pricing
Broadband Internet Access Installed or Date promised from Provider
Credit Card Processing
1
2
3
4
5
Menu Build – Requisitions
Menu Build – core items & pricing
Menu Build – Modifiers
Menu Build – Pricing Specials, Discounts, Coupons
Speed Screen Layout
8
9
10
11
12
Employees & Permissions
Credit Card Configuration
Graphical Screen Saver Table Logo Management
Receipt Layout
15 Installation, Staff and Admin Training, Go Live Support
Xenios, llc @2009
Page 5
Broadband Internet Access If you haven’t reviewed our Broadband Deployment Options, please ask for a copy. We have outlined recommended network scenarios, general bandwidth requirements, and environmental considerations. Our customers have equal success with most DSL and Broadband providers.
Time Warner Business Class We have a partnership Time Warner for New York. You can get a personalized consultation for products compatible with 2TouchPOS. Fill out the following form to get started.
Xenios, llc @2009
Page 6
EXHIBIT
B
TARGET REGISTRATION FORM
Date:_________________________
Agent:__Xenios_LLC____
Business Name:_____________________________________________
Street Address:______________________________________________
Zip Code:___________________________________________________
Contact Name:_______________________________________________
Phone:______________________________________________________
Proposed Services:___________________________________________
Send Target Registration form to :[email protected]
Xenios, llc @2009
Page 7
Credit Card Processing Mercury Payment Systems Our preferred credit card processor is Mercury. They offer many advantages such as:
Free enrollment Free 24x7 Support Fast 2-3 second transaction processing Excellent uptime with stand-in authorization Free Real Time Web Reporting PCI Compliance No extra applications to purchase or install Next Day Funding Available
Business Profile Please submit the following Mercury Business Profile to Mercury to get started. The personal information you supply will be used for the purpose of qualifying you as a merchant account by Mercury Payment Systems. You can be authorized and setup with Mercury in a few days.
Xenios, llc @2009
Page 8
Please Note: The personal information you supply will be used for the purpose of qualifying you as a merchant account by Mercury Payment Systems. This information is held in the strictest confidence and is never sold, rented, or shared with any other business or third party. Business/DBA Name*: ______________________________
Legal Business Name*:_______________________________
Street Address: ___________________________________
Address*:__________________________________________
_________________________________________________
__________________________________________________
City: ____________________ State: ___ Zip*: __________
City: ___________________ State: ___ Zip*:_____________
Phone*: _______________ Fax: ______________________
Phone*: ________________ Fax: ______________________
Primary DBA Contact: ______________________________
Primary Legal Contact: _______________________________
Email Address*: ___________________________________
Email Address*: ____________________________________
Cell Phone Number: ________________________________
Cell Phone Number: _________________________________
Statement Address:
Use DBA
Use Legal
Owner/Officer Name*: _____________________________
Email Address*: ____________________________________
Social Security Number: ____________________________
Date of Birth*: _____________________________________
Home Address*: ________________________________ City: ___________________ State: ____ Zip*: _______________ Years at Address: __________ * required fields
Xenios, llc @2009
Your home:
Own
Rent
Home Phone: ____________________ (Continued on next page.)
Page 9
Business Type:
Sole Proprietor
Partnership
Product or Service Sold*: ________________________ Cards Swiped:
_____%
Corporation
LLC
Tax Exempt
Federal Tax ID #: _________________________________
Manually Keyed with Imprinter: _____%
Mail Order/ Phone/ Internet: _____%
Annual Visa/MC/Discover Sales: $______________ Average Ticket: $___________Total Number of Locations:_________
Years Business Owned: _____________
Hours of Operation: _______________________________
Projected Processing Date*: _______________________
Application for the following credit cards: Visa/ MasterCard/ Discover
JCB
Debit (w/Pin pad)
EBT - FNS#:__________________________________(7digits)
American Express
Existing AMEX merchant number:_________________________________(10 digits)
Would you like the application Faxed or E-mailed? Enter FAX or E-mail: ______________________________________ What is the best way to contact you?
DBA Phone
Cell Phone
E-mail
* required fields
Your Dealer’s Information Dealership Name: _Xenios LLC______________________________________________________________ Dealership Address: _82 Saint Paul St, Rochester, NY 14603__
E-mail: _______________________________
Dealer Name / Primary Contact: __Alyssa Hedges___________________________________________________________ Dealer Phone: __585 325-5242 x207__________________________ Dealer Fax: ___________________________________ Point of Sale System: ____2TouchPOS____________________________
Version: _______________________
Please return this Business Profile: Fax: 970-385-2736 Attn: Josh Cahalan Email: [email protected]
Xenios, llc @2009
Page 10
Menu Build Workbook Terminology Term
Description
DEPARTMENT
A Main Menu Group. Example: Beer, Beverage, Food, Liquor, Wine.
CATEGORY
Department broken down into Sub Groups. Example: If Food is the Department, then Categories might be Appetizer, Soup, Salad, Sandwiches, Entrees, Desserts.
MENU ITEM
An item on the menu. Example: Cheeseburger is a menu item.
MODIFIER GROUP
Additional information that the server would need to ask depending upon the type of item being ordered. Example: If the menu item is a steak, then one of the modifier groups for that menu item would be Cook Temperature.
MODIFIER
These are the individual items within each Modifier Group. Example: If the Modifier Group is Cook Temperature, the Modifiers are Rare, Medium Rare, Medium, Medium Well and Well.
FORCED MODIFIER
Means that when the Menu Item is ordered, the Modifier Group will automatically display and force a selection before continuing with the order. Example: If someone orders a steak, the Cook Temperature Modifier Group would be a forced modifier.
OPTIONAL MODIFIER
Means that when the Menu Item is ordered, the Modifier Group will automatically display, but a selection is optional. Example: If someone orders a hamburger, the Food Modifier Group would need to be an optional modifier.
PRICING LEVEL
Pricing levels indicate the volumes at which a menu item can be sold. Classic examples are a cup or bowl of soup, a pint or pitcher of draft beer, and a small or large fountain drink.
PRICING GROUP
Pricing groups allow you to setup pricing for a group of menu items.
Xenios, llc @2009
Page 11
Menu Build - Kitchen Requisitions Kitchen Printer Name or Display Name
Xenios, llc @2009
General Use (Fried foods, Cold Items, etc.)
Page 12
Menu Build – Core Items & Pricing Departments and Categories After reviewing the starter build, note department and category changes here. Department
Categories
Name:
Name:
Default Requisition:
Default Modifier Group:
Pricing Strategy
Course: Tax Can Be Exempted: Name:
Name:
Default Requisition:
Default Modifier Group: Course: Tax Can Be Exempted:
Xenios, llc @2009
Page 13
Pricing Pricing a menu item can be specified by either naming a pricing group or choosing custom pricing. If the item follows a pricing group, write the group name below ‘Group Name’. If you chose custom and the item does not have pricing levels, write the price below ‘Custom’. If the menu item has pricing levels, write the name of the pricing level below ‘Custom’ followed by the name of each level and the item’s price at that level. PRICING LEVELS After reviewing the starter build, note pricing level changes here. Level
Levels
Name:
Name: 3 Letter Abbreviation: Name: 3 Letter Abbreviation: Name: 3 Letter Abbreviation:
Name:
Name: 3 Letter Abbreviation: Name: 3 Letter Abbreviation: Name: 3 Letter Abbreviation:
PRICING GROUP After reviewing the starter build, note pricing group changes here. Group
Name:
Pricing List the price or pricing level, level, and price
Tax
Price Includes Tax: Yes No Applicable Taxes:
Name:
Price Includes Tax: Yes No Applicable Taxes:
Xenios, llc @2009
Page 14
Menu Items Menu Item
Department & Category
Name:
Department: Group Name: Category:
Pricing
Custom:
Kitchen Modifiers Requisition(s) Group: Auto Display: Yes No Min Selections: Max Selections: Group: Auto Display: Yes No Minimum Selections: Maximum Selections:
Name:
Department: Group Name: Category:
Custom:
Group: Auto Display: Yes No Min Selections: Max Selections: Group: Auto Display: Yes No Minimum Selections: Maximum Selections:
Name:
Department: Group Name: Category:
Custom:
Group: Auto Display: Yes No Min Selections: Max Selections: Group: Auto Display: Yes No Minimum Selections: Maximum Selections:
Name:
Department: Group Name: Category:
Custom:
Group: Auto Display: Yes No Min Selections: Max Selections: Group: Auto Display: Yes No Minimum Selections: Maximum Selections:
Xenios, llc @2009
Page 15
Menu Build – Modifiers Modifiers Revisit the above menu item table. For each modifier group that applies to the menu item, write the name of the modifier group next to or below ‘Group’. Circle yes if the modifier group should automatically be displayed when the item is ordered. For example, you’d want to automatically display the modifiers for cook temperature (rare, medium, and well-done) for a steak. Enter the minimum and maximum number of modifiers appropriate for the menu item and modifier group. In our steak example, a minimum of 1 and maximum of 1 temperature should be chosen. Modifier Groups After reviewing the starter build, note modifier group changes here. Modifier Group Name
Generally Applied To
Xenios, llc @2009
Modifiers ($Add Price)
Page 16
Modifier Group Layout Modifier groups are presented in alphabetical order until a layout is provided. Use the template below to plan customizing the layout of a modifier group. Write the name of the modifier and color on the button faces.
Xenios, llc @2009
Page 17
Speed Screen Setup The speed screen is the screen that your employees will see when they are entering a guests order. You can customize two sections of your speed screen: the Speed Menu and the Speed Category Bar.
The following worksheets will help you organize what needs to be changed to complete the system build for your establishment.
Xenios, llc @2009
Page 18
Speed Menu You can put your 40 most convenient buttons in the speed menu. Use the template below to note the menu departments, menu categories, menu items, and administrator options you want on the speed menu.
Xenios, llc @2009
Page 19
Speed Category Bar You can put your 40 most convenient menu departments and menu categories in the speed category bar. Refer to the template below and note the left most column with the ‘Speed Screen’ button on the top. This column is displayed at all times. You’ll want to put your 8 most used buttons in this left most column. The remainder of the buttons are displayed when the ‘Admin->Employee Setup->Employees Select New Enter the Employee’s First and Last Name Select a Primary Job Depending on your authenication method, you will do one or more of the following: a. Enter a login code b. Choose Advanced->Set Badge c. Choose Advanced->Set Bio (Biometric Mag Readers Required) 7) Choose Save
Xenios, llc @2009
Page 22
Graphical Table Management On blank paper or through a computer program, diagram your seating sections. We generally recommend you use tab names for seating at the bar. 1) Draw each section separately. Write the name of the section on each drawing. 2) Draw each table. Write the name or number of the table on it. Indicate the typical number of seats.
Table Management Setup Quick Reference 1) 2) 3) 4) 5) 6) 7) 8) 9) 10) 11) 12) 13) 14) 15) 16)
Log into your 2TouchPOS System From the speed screen, navigate Options->Admin->Table Management Select New Enter the Sections Name Choose Save Repeat steps 3 through 5 as needed. Select Close Select Tables Select the appropriate Section in the Sections Drop Down Select New Enter the table name or number in Table Description Enter the Seat Count Choose Save Repeat Steps 10 through 13 as needed. Select Close. Call XENIOS, LLC technical support to layout your new tables and sections.
Xenios, llc @2009
Page 23
Screen Saver Logo 2TouchPOS displays a screen saver when no one is logged in and after it has been idle. By default, the screen saver shows the 2TouchPOS Logo and the XENIOS, LLC Logo. We can replace the XENIOS, LLC Logo with the logo for your establishment. Logo Requirements:
Your logo must be a jpeg file (.jpg or .jpeg extension)
Logo Recommendations:
The screen saver shows your image on a black background. Your Logo will look best with a black background or border. Logo Size – too small won’t be visible, too large won’t float on the screen
Too Big – 512x384 Good – anywhere in between
Too Small – 256x192
Email your logo to [email protected]
Xenios, llc @2009
Page 24
Receipt Layout You can customize the text that shows at the top (header) and bottom (footer) of your receipts.
Header Info These lines appear at the top of the receipt. Each line is centered and can contain up to 35 charaters. Header Line 1 Header Line 2 Header Line 3 Header Line 4 Header Line 5 Header Line 6
Footer Info These lines appear at the bottom of the receipt. Each line is centered and can contain up to 35 charaters. Footer Line 1 Footer Line 2 Footer Line 3 Footer Line 4 Footer Line 5 Footer Line 6
Quick Reference Instructions 1) 2) 3) 4)
Log into your 2TouchPOS System From the speed screen, navigate Options->Admin->System Settings->Receipt Layout->Header/Footer Enter the information above. Choose Back->Save to save your work
Xenios, llc @2009
Page 25
Xenios, llc 82 Saint Paul St. Rochester, NY 14604 Phone 585.325.5242 • Fax 585.325.6989
Table of Contents About this Document .................................................................................. 3 Production Schedule .................................................................................. 4 About the Production Phase ................................................................................. 4 Key Dates ............................................................................................................. 4 Production Overview ............................................................................................. 5
Broadband Internet Access ........................................................................ 6 Time Warner Business Class ................................................................................ 6
Credit Card Processing .............................................................................. 8 Mercury Payment Systems ................................................................................... 8 Business Profile .................................................................................................................. 8
Menu Build Workbook .............................................................................. 11 Terminology ........................................................................................................ 11 Menu Build - Kitchen Requisitions ...................................................................... 12 Menu Build – Core Items & Pricing ..................................................................... 13 Departments and Categories............................................................................................ 13 Pricing ............................................................................................................................... 14 Menu Items ....................................................................................................................... 15
Menu Build – Modifiers ....................................................................................... 16 Modifiers ........................................................................................................................... 16 Modifier Groups ................................................................................................................ 16 Modifier Group Layout ...................................................................................................... 17
Speed Screen Setup ........................................................................................... 18 Speed Menu ..................................................................................................................... 19 Speed Category Bar ......................................................................................................... 20
Pricing Specials, Discounts, Coupons ................................................................ 21 Days and Times ................................................................................................................ 21 Items on Special (Special Pricing) .................................................................................... 21
Employee Setup ....................................................................................... 22 Job Descriptions ................................................................................................. 22 Employees .......................................................................................................... 22 Employee Setup Quick Reference ...................................................................... 22
Graphical Table Management .................................................................. 23 Table Management Setup Quick Reference ....................................................... 23
Screen Saver Logo................................................................................... 24 Receipt Layout ......................................................................................... 25 Header Info ......................................................................................................... 25 Footer Info .......................................................................................................... 25 Quick Reference Instructions .............................................................................. 25
Xenios, llc @2009
Page 2
About this Document We’ve compiled a set of worksheets and instructions to guide the set up and customizing 2TouchPOS for your establishment. This document was written for 2TouchPOS version 3.02.0025.
Xenios, llc @2009
Page 3
Production Schedule About the Production Phase We defined the production phase as a two week time frame immediately proceeding the installation date. The following table provides a high level overview of when the production phase occurs and what is accomplished during the production phase. Phase
Activities
Pre Production
Arrange for Broadband Internet Access, Gather Menu Information
2 Production Weeks Menu Build, Employees, Permissions, & System Settings Operation
Live Operations: Installation, Staff and Admin Training, Go Live Support
Key Dates The first day of Operations is the key date. The first day of operations is when the system will be installed and likely the day you will start operations with 2Touch. We require this date to be:
On or after your internet access is installed. We will require you to have a promised install date from your provider before we will schedule an install date. Your environment must be ready. o Sufficient electric outlets installed per code must be available. o Your network runs must be complete and tested. o Your physical build out must be complete (at least where the point of sale components are to be placed). We also highly recommend this date be one of your slower business days or a soft go live event. You will have many other considerations such as staff availability and your ability to provide the needed menu and system information.
Xenios, llc @2009
Page 4
Production Overview The production will start two weeks prior to the install date. The following table outlines the production activities on a per day basis. You will need to provide the information needed to complete the daily topic on that day. Phase
Activities
Pre Production
Production
Operation
Gather Menu, Modifiers, Pricing
Broadband Internet Access Installed or Date promised from Provider
Credit Card Processing
1
2
3
4
5
Menu Build – Requisitions
Menu Build – core items & pricing
Menu Build – Modifiers
Menu Build – Pricing Specials, Discounts, Coupons
Speed Screen Layout
8
9
10
11
12
Employees & Permissions
Credit Card Configuration
Graphical Screen Saver Table Logo Management
Receipt Layout
15 Installation, Staff and Admin Training, Go Live Support
Xenios, llc @2009
Page 5
Broadband Internet Access If you haven’t reviewed our Broadband Deployment Options, please ask for a copy. We have outlined recommended network scenarios, general bandwidth requirements, and environmental considerations. Our customers have equal success with most DSL and Broadband providers.
Time Warner Business Class We have a partnership Time Warner for New York. You can get a personalized consultation for products compatible with 2TouchPOS. Fill out the following form to get started.
Xenios, llc @2009
Page 6
EXHIBIT
B
TARGET REGISTRATION FORM
Date:_________________________
Agent:__Xenios_LLC____
Business Name:_____________________________________________
Street Address:______________________________________________
Zip Code:___________________________________________________
Contact Name:_______________________________________________
Phone:______________________________________________________
Proposed Services:___________________________________________
Send Target Registration form to :[email protected]
Xenios, llc @2009
Page 7
Credit Card Processing Mercury Payment Systems Our preferred credit card processor is Mercury. They offer many advantages such as:
Free enrollment Free 24x7 Support Fast 2-3 second transaction processing Excellent uptime with stand-in authorization Free Real Time Web Reporting PCI Compliance No extra applications to purchase or install Next Day Funding Available
Business Profile Please submit the following Mercury Business Profile to Mercury to get started. The personal information you supply will be used for the purpose of qualifying you as a merchant account by Mercury Payment Systems. You can be authorized and setup with Mercury in a few days.
Xenios, llc @2009
Page 8
Please Note: The personal information you supply will be used for the purpose of qualifying you as a merchant account by Mercury Payment Systems. This information is held in the strictest confidence and is never sold, rented, or shared with any other business or third party. Business/DBA Name*: ______________________________
Legal Business Name*:_______________________________
Street Address: ___________________________________
Address*:__________________________________________
_________________________________________________
__________________________________________________
City: ____________________ State: ___ Zip*: __________
City: ___________________ State: ___ Zip*:_____________
Phone*: _______________ Fax: ______________________
Phone*: ________________ Fax: ______________________
Primary DBA Contact: ______________________________
Primary Legal Contact: _______________________________
Email Address*: ___________________________________
Email Address*: ____________________________________
Cell Phone Number: ________________________________
Cell Phone Number: _________________________________
Statement Address:
Use DBA
Use Legal
Owner/Officer Name*: _____________________________
Email Address*: ____________________________________
Social Security Number: ____________________________
Date of Birth*: _____________________________________
Home Address*: ________________________________ City: ___________________ State: ____ Zip*: _______________ Years at Address: __________ * required fields
Xenios, llc @2009
Your home:
Own
Rent
Home Phone: ____________________ (Continued on next page.)
Page 9
Business Type:
Sole Proprietor
Partnership
Product or Service Sold*: ________________________ Cards Swiped:
_____%
Corporation
LLC
Tax Exempt
Federal Tax ID #: _________________________________
Manually Keyed with Imprinter: _____%
Mail Order/ Phone/ Internet: _____%
Annual Visa/MC/Discover Sales: $______________ Average Ticket: $___________Total Number of Locations:_________
Years Business Owned: _____________
Hours of Operation: _______________________________
Projected Processing Date*: _______________________
Application for the following credit cards: Visa/ MasterCard/ Discover
JCB
Debit (w/Pin pad)
EBT - FNS#:__________________________________(7digits)
American Express
Existing AMEX merchant number:_________________________________(10 digits)
Would you like the application Faxed or E-mailed? Enter FAX or E-mail: ______________________________________ What is the best way to contact you?
DBA Phone
Cell Phone
* required fields
Your Dealer’s Information Dealership Name: _Xenios LLC______________________________________________________________ Dealership Address: _82 Saint Paul St, Rochester, NY 14603__
E-mail: _______________________________
Dealer Name / Primary Contact: __Alyssa Hedges___________________________________________________________ Dealer Phone: __585 325-5242 x207__________________________ Dealer Fax: ___________________________________ Point of Sale System: ____2TouchPOS____________________________
Version: _______________________
Please return this Business Profile: Fax: 970-385-2736 Attn: Josh Cahalan Email: [email protected]
Xenios, llc @2009
Page 10
Menu Build Workbook Terminology Term
Description
DEPARTMENT
A Main Menu Group. Example: Beer, Beverage, Food, Liquor, Wine.
CATEGORY
Department broken down into Sub Groups. Example: If Food is the Department, then Categories might be Appetizer, Soup, Salad, Sandwiches, Entrees, Desserts.
MENU ITEM
An item on the menu. Example: Cheeseburger is a menu item.
MODIFIER GROUP
Additional information that the server would need to ask depending upon the type of item being ordered. Example: If the menu item is a steak, then one of the modifier groups for that menu item would be Cook Temperature.
MODIFIER
These are the individual items within each Modifier Group. Example: If the Modifier Group is Cook Temperature, the Modifiers are Rare, Medium Rare, Medium, Medium Well and Well.
FORCED MODIFIER
Means that when the Menu Item is ordered, the Modifier Group will automatically display and force a selection before continuing with the order. Example: If someone orders a steak, the Cook Temperature Modifier Group would be a forced modifier.
OPTIONAL MODIFIER
Means that when the Menu Item is ordered, the Modifier Group will automatically display, but a selection is optional. Example: If someone orders a hamburger, the Food Modifier Group would need to be an optional modifier.
PRICING LEVEL
Pricing levels indicate the volumes at which a menu item can be sold. Classic examples are a cup or bowl of soup, a pint or pitcher of draft beer, and a small or large fountain drink.
PRICING GROUP
Pricing groups allow you to setup pricing for a group of menu items.
Xenios, llc @2009
Page 11
Menu Build - Kitchen Requisitions Kitchen Printer Name or Display Name
Xenios, llc @2009
General Use (Fried foods, Cold Items, etc.)
Page 12
Menu Build – Core Items & Pricing Departments and Categories After reviewing the starter build, note department and category changes here. Department
Categories
Name:
Name:
Default Requisition:
Default Modifier Group:
Pricing Strategy
Course: Tax Can Be Exempted: Name:
Name:
Default Requisition:
Default Modifier Group: Course: Tax Can Be Exempted:
Xenios, llc @2009
Page 13
Pricing Pricing a menu item can be specified by either naming a pricing group or choosing custom pricing. If the item follows a pricing group, write the group name below ‘Group Name’. If you chose custom and the item does not have pricing levels, write the price below ‘Custom’. If the menu item has pricing levels, write the name of the pricing level below ‘Custom’ followed by the name of each level and the item’s price at that level. PRICING LEVELS After reviewing the starter build, note pricing level changes here. Level
Levels
Name:
Name: 3 Letter Abbreviation: Name: 3 Letter Abbreviation: Name: 3 Letter Abbreviation:
Name:
Name: 3 Letter Abbreviation: Name: 3 Letter Abbreviation: Name: 3 Letter Abbreviation:
PRICING GROUP After reviewing the starter build, note pricing group changes here. Group
Name:
Pricing List the price or pricing level, level, and price
Tax
Price Includes Tax: Yes No Applicable Taxes:
Name:
Price Includes Tax: Yes No Applicable Taxes:
Xenios, llc @2009
Page 14
Menu Items Menu Item
Department & Category
Name:
Department: Group Name: Category:
Pricing
Custom:
Kitchen Modifiers Requisition(s) Group: Auto Display: Yes No Min Selections: Max Selections: Group: Auto Display: Yes No Minimum Selections: Maximum Selections:
Name:
Department: Group Name: Category:
Custom:
Group: Auto Display: Yes No Min Selections: Max Selections: Group: Auto Display: Yes No Minimum Selections: Maximum Selections:
Name:
Department: Group Name: Category:
Custom:
Group: Auto Display: Yes No Min Selections: Max Selections: Group: Auto Display: Yes No Minimum Selections: Maximum Selections:
Name:
Department: Group Name: Category:
Custom:
Group: Auto Display: Yes No Min Selections: Max Selections: Group: Auto Display: Yes No Minimum Selections: Maximum Selections:
Xenios, llc @2009
Page 15
Menu Build – Modifiers Modifiers Revisit the above menu item table. For each modifier group that applies to the menu item, write the name of the modifier group next to or below ‘Group’. Circle yes if the modifier group should automatically be displayed when the item is ordered. For example, you’d want to automatically display the modifiers for cook temperature (rare, medium, and well-done) for a steak. Enter the minimum and maximum number of modifiers appropriate for the menu item and modifier group. In our steak example, a minimum of 1 and maximum of 1 temperature should be chosen. Modifier Groups After reviewing the starter build, note modifier group changes here. Modifier Group Name
Generally Applied To
Xenios, llc @2009
Modifiers ($Add Price)
Page 16
Modifier Group Layout Modifier groups are presented in alphabetical order until a layout is provided. Use the template below to plan customizing the layout of a modifier group. Write the name of the modifier and color on the button faces.
Xenios, llc @2009
Page 17
Speed Screen Setup The speed screen is the screen that your employees will see when they are entering a guests order. You can customize two sections of your speed screen: the Speed Menu and the Speed Category Bar.
The following worksheets will help you organize what needs to be changed to complete the system build for your establishment.
Xenios, llc @2009
Page 18
Speed Menu You can put your 40 most convenient buttons in the speed menu. Use the template below to note the menu departments, menu categories, menu items, and administrator options you want on the speed menu.
Xenios, llc @2009
Page 19
Speed Category Bar You can put your 40 most convenient menu departments and menu categories in the speed category bar. Refer to the template below and note the left most column with the ‘Speed Screen’ button on the top. This column is displayed at all times. You’ll want to put your 8 most used buttons in this left most column. The remainder of the buttons are displayed when the ‘Admin->Employee Setup->Employees Select New Enter the Employee’s First and Last Name Select a Primary Job Depending on your authenication method, you will do one or more of the following: a. Enter a login code b. Choose Advanced->Set Badge c. Choose Advanced->Set Bio (Biometric Mag Readers Required) 7) Choose Save
Xenios, llc @2009
Page 22
Graphical Table Management On blank paper or through a computer program, diagram your seating sections. We generally recommend you use tab names for seating at the bar. 1) Draw each section separately. Write the name of the section on each drawing. 2) Draw each table. Write the name or number of the table on it. Indicate the typical number of seats.
Table Management Setup Quick Reference 1) 2) 3) 4) 5) 6) 7) 8) 9) 10) 11) 12) 13) 14) 15) 16)
Log into your 2TouchPOS System From the speed screen, navigate Options->Admin->Table Management Select New Enter the Sections Name Choose Save Repeat steps 3 through 5 as needed. Select Close Select Tables Select the appropriate Section in the Sections Drop Down Select New Enter the table name or number in Table Description Enter the Seat Count Choose Save Repeat Steps 10 through 13 as needed. Select Close. Call XENIOS, LLC technical support to layout your new tables and sections.
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Screen Saver Logo 2TouchPOS displays a screen saver when no one is logged in and after it has been idle. By default, the screen saver shows the 2TouchPOS Logo and the XENIOS, LLC Logo. We can replace the XENIOS, LLC Logo with the logo for your establishment. Logo Requirements:
Your logo must be a jpeg file (.jpg or .jpeg extension)
Logo Recommendations:
The screen saver shows your image on a black background. Your Logo will look best with a black background or border. Logo Size – too small won’t be visible, too large won’t float on the screen
Too Big – 512x384 Good – anywhere in between
Too Small – 256x192
Email your logo to [email protected]
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Receipt Layout You can customize the text that shows at the top (header) and bottom (footer) of your receipts.
Header Info These lines appear at the top of the receipt. Each line is centered and can contain up to 35 charaters. Header Line 1 Header Line 2 Header Line 3 Header Line 4 Header Line 5 Header Line 6
Footer Info These lines appear at the bottom of the receipt. Each line is centered and can contain up to 35 charaters. Footer Line 1 Footer Line 2 Footer Line 3 Footer Line 4 Footer Line 5 Footer Line 6
Quick Reference Instructions 1) 2) 3) 4)
Log into your 2TouchPOS System From the speed screen, navigate Options->Admin->System Settings->Receipt Layout->Header/Footer Enter the information above. Choose Back->Save to save your work
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