Aldelo Touch User Manual

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2 2 Aldelo Touch User Manual Copyright Aldelo, LP. All Rights Reserved.

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4 PUBLISHED BY Aldelo, LP 6800 Koll Center Parkway, Suite 310 Pleasanton, CA Copyright by Aldelo, LP All rights reserved. No part of the contents of this book may be reproduced or transmitted in any form or by any means whatsoever without the express written permission of the publisher. Printed and Bound in the United States of America. This manual is available through Aldelo, LP and resellers worldwide. Please contact Aldelo, LP or visit our Web site at for more information. Send comments about this manual to Aldelo is the registered trademark of Aldelo, LP. Other products or company names mentioned herein may be the trademarks of their respective owners. The example companies, organizations, products, logos, people, places, and events depicted herein are fictitious. No association with any real company, organization, product, logo, person, place, or event is intended or should be inferred. For the sake of simplicity, all gender references are written only in the masculine. Any references to the masculine gender should be interpreted to include the feminine gender as well and vice versa, wherever applicable.

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6 OPENING PROCEDURES...10 Logging In...10 Numeric Access Code...10 Alpha-Numeric Access Code...11 Gift Card Verification...13 Terminal Configuration...16 Sync with Cloud...18 Starting Your Cash Drawer...21 Starting Your Server Bank...26 RECALL...32 Recall Order...32 New Order...32 Order Types...34 Menus...35 Menu Groups...36 Menu Item Modifier Selection...37 Default Modifiers...38 Remove Default...39 Go Back...40 Complete...40 Order Status...41 Order Type...42 Server Filter...43 Order Filter...44 Date Filter...45 Time Range Filter...46 Search Any...47 Combine Any...48 Re-Open Check...51 SETTLE...55 Settling with Cash...55 Settling with a Credit Card...58 Settling with a Gift Card...62 COURSES...66 Automatic Courses...66 Assigning an Automatic Course to a Menu Item...66 Ordering an Automatic Course Menu Item...66 Manual Courses...68 Assigning a Course to a Menu Item Manually...68 Group By Seats...71 MENU...74 PRINT...77 MISCELLANEOUS FEATURES...78 New Order...79 Recall Order...79 Cashier...80 Cash Drawer X...80 Sign In...80 My Server Bank...80

7 Sign In...80 Pay In...80 Pay In...80 Void...83 Pay Out...86 Tip Out...86 Pay Out (to a Payee)...90 Wage Advance...91 Safe Drop...92 Void...93 Edit Gratuity...96 Search...99 Cashier Report Blind Close Sign Out All Cash Drawers Blind Close All Server Banks Pay In Pay Out Edit Gratuity Cashier Report Blind Close Sign Out Cashier Reconcile Reconciled History End of Day Review End of Day Perform End of Day Hostess Rotate Attach Detach Progress Transfer Move Recall New Log Out Count Down List Add Item Lookup by Item Name Lookup by Item SKU Lookup by Item UPC Recipe Go Back Customer Order Actions Modify Prep Note Clear Note Repeat Void Hold Hold Until...174

8 Hold For Manual Hold Clear Hold Discount Fixed Amount Type Discount Open Amount Type Discount Percentage Amount Type Discount Buy One Get One (BOGO) Type Discount Clear Discount Share Price Remake No Make Clear Seat Clear Course Add Qty Recipe Like Items Menu Groups Order Commands Additional Miscellaneous Features PLU Lookup by Item Name Lookup by Item SKU Lookup by Item UPC Recipe Go Back Select All Menu Discount Order Surcharge Order Percent Type Surcharge Fixed Amount Type Surcharge Open Amount Type Surcharge Tax Exempt Hold Order Clear Hold Pickup Name Void Order Return Guests Bar Tab Name Gratuity Seating Courses Order Types Split / Combine Splitting an Order Combining Orders Transfer Acceptance or Rejection of Inbound Orders by the Transferee Cancel Pending Transfer Settle Send Print Done

9 Exit DONE NOTES...287

10 10Opening Procedures Opening Procedures Logging In Numeric Access Code Figure 1-1

11 11Opening Alpha-Numeric Access Code Figure 1-2A Procedures

12 12Opening Figure 1-2B Procedures

13 13Opening Gift Card Verification Figure 1-3A Procedures

14 14Opening Figure 1-3B Procedures

15 15Opening Figure 1-3C Procedures

16 16Opening Terminal Configuration Figure 1-4A Procedures

17 17Opening Figure 1-4B Procedures

18 18Opening Sync with Cloud Figure 1-5A Procedures

19 19Opening Figure 1-5B Procedures

20 20Opening Figure 1-5C Procedures

21 21Opening Starting Your Cash Drawer Figure 1-6A Procedures

22 22Opening Figure 1-6B Procedures

23 23Opening Figure 1-6C Procedures

24 24Opening Figure 1-6D Procedures

25 25Opening Figure 1-6E Procedures

26 26Opening Starting Your Server Bank Figure 1-7A Procedures

27 27Opening Figure 1-7B Procedures

28 28Opening Figure 1-7C Procedures

29 29Opening Figure 1-7D Procedures

30 30Opening Figure 1-7E Procedures

31 31Opening Procedures

32 32Recall Recall Recall Order Figure 2-1 New Order

33 33Recall Figure 2-2

34 34Recall Order Types Figure 2-3

35 35Recall Menus Figure 2-4

36 36Recall Menu Groups Figure 2-5

37 37Recall Menu Item Modifier Selection Figure 2-6

38 38Recall Default Modifiers Figure 2-7

39 39Recall Remove Default The customer may skip the addition of this modifier all together. Please note that to use this feature, an alternate item must be selected as a substitute for the default modifier in the Aldelo POS Cloud application. Figure 2-8

40 40Recall If the customer wishes to order the item with a modifier different than the default modifier, simply click on the desired modifier. Figure 2-9 Go Back Click the Go Back button to return to the previous screen. Complete The Complete button has two uses. First, it is used to accept the default modifiers attached to a menu item and place the order for the item. Second, it is used to place the order for a menu item that has multiple modifiers attached to it when all of the desired selections have been made. Click the Complete button in these two cases to continue with the customer order.

41 41Recall Order Status Figure 2-10

42 42Recall Order Type Figure 2-11

43 43Recall Server Filter Figure 2-12

44 44Recall Order Filter Figure 2-13

45 45Recall Date Filter Figure 2-14

46 46Recall Time Range Filter Figure 2-15

47 47Recall Search Any Search for a specific order by one of several search methods. Figure 2-16

48 48Recall Combine Any Combine two or more orders into a single order. Figure 2-17A

49 49Recall Figure 2-17B

50 50Recall Figure 2-17C

51 51Recall Re-Open Check Figure 2-18A

52 52Recall Figure 2-18B

53 53Recall

54 54Recall

55 55Settle Settle Settling with Cash Figure 3-1A

56 56Settle Figure 3-1B

57 57Settle Figure 3-1C

58 58Settle Settling with a Credit Card Figure 3-2A

59 59Settle Figure 3-2B

60 60Settle Figure 3-2C

61 61Settle Figure 3-2D

62 62Settle Settling with a Gift Card Figure 3-3A

63 63Settle Figure 3-3B

64 64Settle Figure 3-3C

65 65Settle Figure 3-3D

66 66Settle Courses Automatic Courses If your restaurant always arranges the menu items on a customer order into courses, then automatic coursing should be used to help speed up the order process. Assigning an Automatic Course to a Menu Item Automatic courses are assigned to your menu items in the Aldelo POS Cloud application. Ordering an Automatic Course Menu Item Figure 4-1A

67 67Settle Figure 4-1B

68 68Settle Manual Courses Courses may also be assigned to menu items manually on an as-needed basis. This method is typically used when courses are assigned to menu items infrequently. Assigning a Course to a Menu Item Manually

69 69Settle Figure 4-2A

70 70Settle Figure 4-2B Whenever a course is currently selected, its course number appears in the upper left corner of the Courses button. Figure 4-3

71 71Settle Group By Seats Figure 4-4A

72 72Settle Figure 4-4B

73 73Settle Figure 4-4C

74 74Settle Figure 4-4D Menu

75 75Settle Figure 5-1

76 76Settle

77 77Settle Print Figure 6-1A

78 78Settle Figure 6-1B Miscellaneous Features The miscellaneous features of Aldelo Touch are found by logging in and then clicking the Misc button at the bottom of the screen to display the main miscellaneous features.

79 79Settle Figure 7-1 New Order Select the New Order button if you wish to create a new order rather than modify an existing one. To continue creating a new order, follow the steps listed under the New Order section on page 24 of this manual. Recall Order Select the Recall Order button if you wish to recall an existing order rather than create a new one.

80 80Settle To continue recalling an existing order, follow the steps listed under the Recall Order section on page 23 of this manual. Cashier Select the Cashier button to access the Cashier features of Aldelo Touch. Cash Drawer X The Cash Drawer X button (where X is the number of the cash drawer setup in the Aldelo POS Cloud application) gives the user access to the Cash Drawer Sign In feature of Aldelo Touch. Sign In Click the Sign In button to continue to the Cash Count screen. To perform the cash count, follow the steps in the section titled Starting Your Cash Drawer on page 12 of this manual. My Server Bank The My Server Bank button gives the user access to the Server Bank Sign In feature of Aldelo Touch. Sign In Click the Sign In button to continue to the Cash Count screen. To perform the cash count, follow the steps in the section titled Starting Your Server Bank on page 17 of this manual. Pay In A Pay In is performed when additional money is added to the employee s cash drawer or server bank after the initial count. This may be required because the employee is out of one or more denominations of coin or currency. Pay In

81 81Settle Figure 7-2A

82 82Settle Figure 7-2B

83 83Settle Void Use the Void button of the Pay In feature to reverse a pay in that was performed previously. Figure 7-3A

84 84Settle Figure 7-3B

85 85Settle Figure 7-3C

86 86Settle Pay Out A Pay Out transaction is performed whenever cash is removed from an employee s cash drawer or server bank. Pay Outs may be performed for several reasons. Tip Out The Tip Out feature of Aldelo Touch allows the employee to immediately collect the gratuities that he earned during his shift. Figure 7-4A

87 87Settle Figure 7-4B

88 88Settle Figure 7-4C

89 89Settle Figure 7-4D

90 90Settle Pay Out (to a Payee) A Pay Out to a payee is performed when money is owed to the payee and the manager wishes to pay the payee in cash. Figure 7-5 When finished, pay the payee from the cash in the employee s cash drawer or server bank.

91 91Settle Wage Advance A Wage Advance is performed when the manager agrees to allow an employee to take a cash advance against his unpaid wages. Figure 7-6 When finished, be sure to pay the Wage Advance to the employee from the cash in the employee s cash drawer or server bank.

92 92Settle Safe Drop A Safe Drop is performed when excess cash that has accumulated in the employee s cash drawer or server bank is removed by the manager and deposited in the store safe. Figure 7-7

93 93Settle Void The Void button is used to reverse a previous Pay Out transaction. Figure 7-8A

94 94Settle Figure 7-8B

95 95Settle Figure 7-8C

96 96Settle Edit Gratuity The Edit Gratuity feature is used to adjust a gratuity on a previously settled guest check. Figure 7-9A

97 97Settle Figure 7-9B

98 98Settle Figure 7-9C

99 99Settle Search Click the Search button to find an order by order number.

100 100Settle Figure 7-10A Figure 7-10B

101 101Settle Cashier Report The Cashier Report displays all of the payment activity that has occurred during an employee s shift.

102 102Settle Figure 7-11A

103 103Settle Figure 7-11B

104 104Settle Blind Close A Blind Close is the closing of an employee s cash drawer or server bank without performing the reconciliation process. A Blind Close allows a staff member to reconcile his cash drawer or server bank at a later time or to assume that the cash drawer or server bank count is correct without reconciliation. Figure 7-12A

105 105Settle Figure 7-12B

106 106Settle Sign Out The Sign Out feature allows the user to close and reconcile his cash drawer or server bank. Figure 7-13A

107 107Settle Figure 7-13B Please note that if you wish to perform a tip out, click the top button (above). Next, follow the steps listed under the Tip Out section on page 76 of this manual.

108 108Settle Figure 7-13C

109 109Settle Figure 7-13D

110 110Settle Figure 7-13E

111 111Settle Figure 7-13F Please note that if you wish to perform the end of day procedure, click the top button (above). Next, follow the steps listed in the section titled End of Day on page 114 of this manual.

112 112Settle All Cash Drawers The All Cash Drawers feature gives the user access to all open cash drawers for the purpose of performing a Blind Close. Figure 7-14A

113 113Settle Figure 7-14B

114 114Settle Figure 7-14C

115 115Settle Figure 7-14D Please note that if you do not wish to perform a blind close on the selected cashier, click the bottom button (above). Blind Close

116 116Settle A Blind Close is the closing of an employee s cash drawer without performing the reconciliation. To perform a Blind Close, follow the steps listed under the Blind Close section on page 93 of this manual. All Server Banks The All Server Banks feature gives the user access to all open server banks. Figure 7-15A

117 117Settle Figure 7-15B

118 118Settle Figure 7-15C

119 119Settle Pay In A Pay In is performed when additional money is added to the employee s server bank after the initial count. To perform a Pay In, follow the steps listed under the Pay In section on page 71 of this manual. Pay Out A Pay Out is performed whenever cash is removed from an employee s server bank. To perform a Pay Out, follow the steps listed under the Pay Out section on page 76 of this manual. Edit Gratuity The Edit Gratuity button is used when an adjustment must be made to a gratuity on a previously settled guest check. To edit a gratuity, follow the steps listed under the Edit Gratuity section on page 86 of this manual. Cashier Report The Cashier Report displays all of the payment activity that has occurred during a server bank employee s shift. To display the Cashier Report, follow the steps listed under the Cashier Report section on page 91 of this manual. Blind Close A Blind Close is the closing of an employee s server bank without performing the reconciliation process. To perform a Blind Close, follow the steps listed under the Blind Close section on page 93 of this manual. Sign Out The Sign Out feature allows the user to close and reconcile his server bank. To perform a Sign Out, follow the steps listed under the Sign Out section on page 95 of this manual.

120 120Settle Cashier Reconcile The Cashier Reconcile feature allows the user to recall a cash drawer or server bank that has been blind closed to perform the reconciliation.

121 121Settle Figure 7-16 The Sign Out screen displays. To perform the reconciliation, follow the procedure listed in the Sign Out section on page 95 of this manual. Reconciled History The Reconciled History feature of XERA POS allows the user to display the cashier report for any cash drawer or server bank that was reconciled on a particular date.

122 122Settle Figure 7-17A

123 123Settle Figure 7-17B

124 124Settle Figure 7-17C

125 125Settle Figure 7-17D

126 126Settle Figure 7-17E End of Day The End of Day feature allows the user to view the end of day report and to perform the end of day procedure for a selected date. Performing the end of day procedure finalizes and closes out the selected business day; therefore you must make sure that all customer orders have been settled or transferred, all cash drawers and server banks have been closed and reconciled, and all EDC transactions have been completed before you perform the end of day procedure.

127 127Settle Review End of Day Figure 7-18A

128 128Settle Figure 7-18B

129 129Settle Perform End of Day Figure 7-19A

130 130Settle Figure 7-19B

131 131Settle Figure 7-19C

132 132Settle Hostess The Hostess feature allows you to create a diagram in the Aldelo POS Cloud application that approximates the table layout of your restaurant and then assign your guests to these various tables in Aldelo Touch. These tables show as occupied on this diagram while your guests are dining. Figure 7-20A

133 133Settle Figure 7-20B

134 134Settle Rotate The Rotate feature of the visual floor plan allows the user to change the position of the tables on the screen by rotating them in 90º increments. Before Table Rotation After Table Rotation

135 135Settle Figure 7-21 Please note that the Rotate feature has no visible effect on round or square tables in your visual floor plan diagram, as the horizontal and vertical dimensions are identical. Attach The Attach feature of the visual floor plan allows the user to merge two or more tables together to create a single larger table. Before Table Attachment

136 136Settle After Table Attachment Figure 7-22 Please note that tables of various sizes and shapes may be attached in this manner. Detach The Detach feature of the visual floor plan allows the user to reverse the attachment of two or more tables as described above.

137 137Settle Before Table Detachment After Table Detachment Figure 7-23 Progress The Progress feature allows the user to mark a guest party s table as to the progress of their dining experience.

138 138Settle Figure 7-24A

139 139Settle Figure 7-24B

140 140Settle Figure 7-24C

141 141Settle Transfer The Transfer feature of the visual floor plan allows the user to move a guest party s guest check from one table to another. Before Transfer After Transfer

142 142Settle Figure 7-25 Move The Move feature allows the user to move tables in the visual floor plan diagram from one location to another. Before Move After Move Figure 7-26

143 143Settle Recall The Recall feature of the visual floor plan allows the user to return a previous order to the screen. To recall an order, click the Recall button and then follow the steps listed in the Chapter titled Recall on page 23 of this manual. New The New feature of the visual floor plan allows the user to enter a new order into the system. To create a new order, click the New button and then follow the steps listed in the section titled New Order on page 24 of this manual.

144 144Settle Log Out Figure 7-27A

145 145Settle Figure 7-27B

146 146Settle Count Down List The Count Down List feature allows the manager to enter the quantity of an individual menu item that is remaining in stock. Each time one of these menu items is ordered, the number remaining is decremented by one. Figure 7-28

147 147Settle Add Item Figure 7-29

148 148Settle Lookup by Item Name To lookup a menu item by the item name, click the lookup method button repeatedly until the caption on the button reads Lookup By Item Name. Figure 7-30A

149 149Settle Figure 7-30B

150 150Settle Lookup by Item SKU To lookup a menu item by the SKU (Stock Keeping Unit), click the lookup method button repeatedly until the caption on the button reads Lookup By SKU. Figure 7-31A

151 151Settle Figure 7-31B

152 152Settle Lookup by Item UPC To lookup a menu item by the UPC (Universal Product Code), click the lookup method button repeatedly until the caption on the button reads Lookup By UPC. Figure 7-32A

153 153Settle Figure 7-32B Recipe

154 154Settle After selecting the menu item from the grid, click the Recipe button if you wish to view the recipe information that was entered for the menu item in the Aldelo POS Cloud application. Go Back Click the Go Back button to exit the Count Down List Add Items screen without saving your changes. Now the next time the menu item button displays on the order entry screen, the quantity remaining for that item may be seen in the upper-left corner of the button. Figure 7-33A

155 155Settle Ordering the menu item adds the menu item to the customer s order on the left side of the screen and decrements by one the quantity remaining for the item.

156 156Settle Figure 7-33B Customer Order Actions Customer Order Actions are those actions that are performed on a customer s entire order or on one or more individual menu items that are on a customer s order.

157 157Settle Figure 7-34 Please note that many of the actions described in the following subsections may be performed on multiple menu items. Select multiple menu items on the guest check by clicking on them in turn until all desired menu items are highlighted. Modify The Modify feature allows the user to change a menu item s previously selected modifier.

158 158Settle Figure 7-35A

159 159Settle Figure 7-35B

160 160Settle Prep The Prep feature displays the modifier builder template that is associated with the prep type of the selected menu item, allowing the user to add to or change any modifiers that are associated with it. Figure 7-36A

161 161Settle Figure 7-36B

162 162Settle Figure 7-36C

163 163Settle Note Figure 7-37A

164 164Settle Figure 7-37B

165 165Settle Figure 7-37C

166 166Settle Clear Note Figure 7-38A

167 167Settle Figure 7-38B

168 168Settle Repeat The Repeat feature allows the user to select one or more menu items from the guest check and add identical copies of those menu items (including all selected modifiers) to the guest check without the need to re-order the items and their modifiers from the menu. Figure 7-39A

169 169Settle Figure 7-39B

170 170Settle Void The Void feature allows the user to select one or more menu items to be deleted permanently from the guest check. Figure 7-40A

171 171Settle Figure 7-40B

172 172Settle Figure 7-40C

173 173Settle Hold The Hold feature allows the user to select one or more menu items and postpone sending the order for those items to the kitchen for preparation. Figure 7-41

174 174Settle Hold Until The Hold Until feature allows the user to enter the time of day when he wishes to have the hold expire.

175 175Settle Figure 7-42A Figure 7-42B

176 176Settle Hold For The Hold For feature allows the user to select a predetermined number of minutes or hours for which to postpone the preparation of the selected menu items

177 177Settle Figure 7-43A

178 178Settle Figure 7-43B

179 179Settle Manual Hold When a manual hold is placed on a menu item, the hold remains in place until it is cleared by the user. The order is not sent to the kitchen for preparation until the hold is manually released. Figure 7-44A

180 180Settle Figure 7-44B

181 181Settle Clear Hold The Clear Hold feature of Aldelo Touch allows the user to remove a hold that was placed on one or more menu items previously. Figure 7-45A

182 182Settle Figure 7-45B The menu items are sent to the kitchen the next time the user clicks the Done button.

183 183Settle Discount The Discount feature allows the user to apply a discount to one or more menu items. The available discounts are user-defined and are setup in advance in the Aldelo POS Cloud application as item level discounts. Figure 7-46A

184 184Settle Figure 7-46B

185 185Settle Figure 7-46C Fixed Amount Type Discount If the selected discount is of the fixed amount type, then simply clicking the fixed amount type discount button automatically applies the fixed discount to the guest check. Open Amount Type Discount

186 186Settle If the selected discount is of the open amount type, then a virtual numeric keypad appears at the bottom of the guest check after the open amount discount type button is clicked. Enter the monetary amount of the discount through this keypad. Percentage Amount Type Discount If the selected discount is of the percentage type, then simply clicking the percentage type discount button automatically discounts the selected menu item by the predetermined percentage. Buy One Get One (BOGO) Type Discount A BOGO type discount is a special circumstance of any one of the above three discount types. The customer must select the required number of items from the qualifying group of menu items to receive the discount on the specified quantities from the qualified mix match group. The discount earned may be an open amount discount, a fixed amount discount, or a percentage amount discount. To apply the BOGO discount to the customer s order, the customer must order the appropriate number of items from the qualifying group and the appropriate number of items from the qualified mix match group.

187 187Settle Clear Discount Figure 7-47A

188 188Settle Figure 7-47B

189 189Settle Share The Share feature of Aldelo Touch allows the user to split a menu item among two or more guests and have each portion appear on the guest check as a separate item. Figure 7-48A

190 190Settle Figure 7-48B

191 191Settle Price The Price feature of XERA POS allows the user to override the existing price of the selected menu item. The price may be increased or decreased. Figure 7-49A

192 192Settle Figure 7-49B

193 193Settle Figure 7-49C

194 194Settle Remake The Remake feature is used when the user wishes to notify the kitchen to prepare a previously prepared menu item again. Figure 7-50A

195 195Settle Figure 7-50B

196 196Settle No Make The No Make feature allows the user to notify the kitchen to not prepare a menu item that is being sent to the kitchen along with others.

197 197Settle Figure 7-51A

198 198Settle Figure 7-51B

199 199Settle Clear Seat If seat numbers have been assigned to the guests on a guest check, a seat number may be removed by clicking the seat number on the guest check and then clicking the Clear Seat button. Each seat must be cleared individually in this manner. Figure 7-52A

200 200Settle Figure 7-52B

201 201Settle Clear Course Course assignments may be removed by using the Clear Course feature. Figure 7-53A

202 202Settle Figure 7-53B

203 203Settle Add Qty The Add Quantity feature of Aldelo Touch allows the user to order one or more additional copies of one or more menu items that already exist on the customer s order. An exact copy of each of the menu items, including all of the modifiers, is added to the order for each additional quantity entered by the user. Figure 7-54A

204 204Settle Figure 7-54B

205 205Settle Figure 7-54C

206 206Settle Recipe The Recipe feature of Aldelo Touch allows the user to view the recipe information for the selected menu item. Figure 7-55A

207 207Settle Figure 7-55B

208 208Settle Like Items The Like Items feature allows the user to select all of the items on the guest check that are the same, even if they have different modifiers assigned to them. This feature is most useful when the guest check is very long and the user needs to perform the same action on all of them. Figure 7-56A

209 209Settle Figure 7-56B

210 210Settle Menu Groups Figure 7-57A

211 211Settle Figure 7-57B

212 212Settle Order Commands Order Commands are additional instructions that may be added to the menu item listing on both the guest check and the kitchen chit. Figure 7-58A

213 213Settle Figure 7-58B

214 214Settle Additional Miscellaneous Features The following additional miscellaneous features of Aldelo Touch are accessible by clicking the Misc button from the order entry screen. Figure 7-59

215 215Settle PLU The Price Lookup (PLU) feature allows the user to find a specific menu item by entering one of three pieces of information: the Stock Keeping Unit (SKU) code, the Universal Product Code (UPC), or the item name.

216 216Settle Figure 7-60 Lookup by Item Name To lookup a menu item by the item name, click the lookup method button repeatedly until the caption on the button reads Lookup By Item Name.

217 217Settle Figure 7-61 Lookup by Item SKU

218 218Settle To lookup a menu item by the SKU (Stock Keeping Unit) code, click the lookup method button repeatedly until the caption on the button reads Lookup By SKU. Figure 7-62

219 219Settle Lookup by Item UPC To lookup a menu item by the UPC (Universal Product Code), click the lookup method button repeatedly until the caption on the button reads Lookup By UPC. Figure 7-63 Recipe Click the Recipe button to view the recipe information that was entered for the menu item in the Aldelo POS Cloud application. Go Back Click the Go Back button to exit the PLU screen without saving your changes.

220 220Settle Select All The Select All feature allows the user to select all existing menu items from the guest check at the same time so that the same action may be performed on them all at once. Figure 7-64A

221 221Settle Figure 7-64B

222 222Settle Menu Figure 7-65A

223 223Settle Figure 7-65B

224 224Settle Discount Order The Discount Order feature allows the user to apply a discount to the customer s entire order. The available discounts are user-defined and are setup in advance in the Aldelo POS Cloud application as order level discounts. Figure 7-66A

225 225Settle Figure 7-66B

226 226Settle Figure 7-66C

227 227Settle Surcharge Order The Surcharge Order feature allows the user to apply a surcharge to the customer s order. Figure 7-67A

228 228Settle Figure 7-67B

229 229Settle Figure 7-67C Percent Type Surcharge If the selected surcharge is of the percent type, then the predetermined surcharge percentage amount is displayed at the bottom of the guest check and automatically added to the guest check total.

230 230Settle Fixed Amount Type Surcharge If the selected surcharge is of the fixed amount type, then the predetermined fixed surcharge amount is displayed at the bottom of the guest check and automatically added to the guest check total. Open Amount Type Surcharge If the selected surcharge is of the open amount type, enter the desired monetary amount of the surcharge into the virtual numeric keypad that displays beneath the smart check. Tax Exempt The Tax Exempt button allows the user to remove all taxes that have been applied to the customer order before settling it. Figure 7-68A

231 231Settle Figure 7-68B

232 232Settle Please note that toggling the Tax Exempt button alternately removes and reinstates the tax on the order. Figure 7-68C Hold Order The Hold Order feature allows the user to postpone sending the entire order to the kitchen for preparation. To use the feature, follow the steps listed under the section titled Hold on page 159 of this manual.

233 233Settle Clear Hold The Clear Hold feature allows the user to remove a hold that was previously placed on an order. To use the feature, follow the steps listed under the section titled Clear Hold on page 166 of this manual. Pickup Name The Pickup Name feature allows the user to add a customer name to an existing order. Figure 7-69A

234 234Settle Figure 7-69B

235 235Settle Figure 7-69C

236 236Settle To change an existing customer name, follow the steps below. Figure 7-70A

237 237Settle Figure 7-70B

238 238Settle Figure 7-70C

239 239Settle Figure 7-70D

240 240Settle Void Order The Void Order feature allows the user to void any order that has not yet had any full or partial payments applied to it.

241 241Settle Figure 7-71A

242 242Settle Figure 7-71B

243 243Settle Figure 7-71C

244 244Settle Return The Return feature allows the user to accept returns from customers for items that have already been settled for the purpose of refunding their money. Figure 7-72A

245 245Settle Figure 7-72B

246 246Settle Figure 7-72C

247 247Settle Guests The Guests feature allows the user to enter the number of guests that are in the customer s guest party. This information displays on both the smart check and the customer receipt. Figure 7-73A

248 248Settle Figure 7-73B

249 249Settle Bar Tab Name The Bar Tab Name feature allows the user to enter a name that is attached to the current order under which a bar tab is created. Figure 7-74A

250 250Settle Figure 7-74B

251 251Settle Figure 7-74C

252 252Settle Figure 7-74D

253 253Settle Gratuity The Gratuity feature allows the user to apply a gratuity to the customer s order. The available gratuities are user-defined and are setup in advance in the Aldelo POS Cloud application as gratuity surcharge types. Figure 7-75A

254 254Settle Figure 7-75B

255 255Settle Figure 7-75C

256 256Settle Seating The Seating button allows the user to access the Seating feature of Aldelo Touch. Here a table number may be added to the order or an existing table number may be changed. Figure 7-76A

257 257Settle Figure 7-76B

258 258Settle Figure 7-76C

259 259Settle Courses To assign courses to menu items, follow the steps listed under the chapter titled Courses on page 57 of this manual. Order Types Here the user may change the type of an order. Figure 7-77A

260 260Settle Figure 7-77B

261 261Settle Figure 7-77C

262 262Settle Split / Combine The Split / Combine button has a dual purpose. It is used to split an existing order where the menu items are assigned to multiple guests and it is also used to reverse such a split and combine a previously split order into a single order again. Splitting an Order

263 263Settle Figure 7-78A

264 264Settle Figure 7-78B

265 265Settle Figure 7-78C

266 266Settle Combining Orders Figure 7-79A

267 267Settle Figure 7-79B

268 268Settle Transfer A member of the wait staff uses the Transfer feature to transfer one or more of his open orders to another member of the wait staff, usually because his shift is ending. Figure 7-80A

269 269Settle Figure 7-80B

270 270Settle Figure 7-80C

271 271Settle Figure 7-80D

272 272Settle Acceptance or Rejection of Inbound Orders by the Transferee If the transferee is not logged into the system when the transfer is attempted, he is prompted to review inbound transfers the next time he logs in. The transferee may choose to review the transfers at that time or may choose to review the transfers later. Figure 7-81A

273 273Settle Figure 7-81B

274 274Settle Figure 7-81C

275 275Settle Figure 7-81D

276 276Settle Figure 7-81E If the user accepts the transfer, the orders are removed from the transferor s list of orders, added to the transferee s list of orders, and the transfer is complete. If the user rejects the transfer, the transfer is cancelled and the orders no longer show as pending transfer in the transferor s list of orders.

277 277Settle Cancel Pending Transfer A pending transfer may be cancelled at anytime up until the transfer is accepted by the transferee. Figure 7-82A

278 278Settle Figure 7-82B

279 279Settle Settle Select the Settle button when the customer is ready to pay for his order. To continue settling an order, follow the steps listed under the chapter titled Settle on page 45 of this manual. Send The Send feature of Aldelo Touch allows the user to send to the kitchen the menu items that have been ordered thus far, while keeping the order open to allow additional menu items to be added to the order.

280 280Settle Figure 7-83A Figure 7-83B

281 281Settle

282 282Settle Figure 7-83C Print The Print feature allows the user to print the contents of the guest check that is currently displayed on the screen. Simply select the Misc button and then click the Print button. The information on the guest check prints to the designated receipt printer in the form of a customer receipt. Figure 7-84 Done

283 283Settle Select the Done button when finished entering the customer s order and you wish to send it to the kitchen for preparation. For additional information on this feature, see the chapter titled Done on page 265 of this manual. Exit Click the Exit button if you wish to close the order entry screen and return to the login screen.

284 284Settle

285 285Done Done Click when finished entering the customer s order to send the order to the kitchen for preparation. Figure 8-1

286 286Done

287 287Notes Notes

288 288Notes

289 289Notes

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