Manager Guide

Re-open Closed order 	1
Load PLU's / Load Constants / Close App	2
Recall  a Closed Order_______________________________________________ 3
Issue CREDIT on a Credit Card	4
Manager Voids (Server present)	5
Adjust Credit Card amount after authorized	6
Manager Voids (Server  not present)	7
Item Discounts (before tax)	8
Discount Entire Order (before tax)	9
Manager Discounts (Server present and not present,after tax)	10
Open Amount Item Discount (before tax)	11
Transfer from Server to Server	12
Accepting Transfer	12
86 and un-86 an Item from the Menu	13
"COMP" an Entire Order	14
"COMP" an Open Dollar Amount	15

Load PLU’s
This needs to be done at ALL Terminals whenever Prices or Menu Items  have been changed in the Office PC

1.	Swipe Manager Card or enter Manager # 
2.	Press Function
3.	Press 7 Manager
4.	Press 6 Load PLUs

Load CONSTANTS
This needs to be done at ALL Terminals whenever Terminal Records  have been changed in the Office PC

1.	Swipe Manager Card or enter Manager #
2.	Press Function
3.	Press 7 Manager
4.	Press 4 Load Cnt

Close App
Use to close down the Terminal Application for maintenance, i.e. Touch screen calibration, Both constants and Plu will load when Terminal Application is launched.

1.	Swipe Manager Card or enter Manager #
2.	Press Function
3.	Press 7 Manager
4.	Press Close App

2

Review a CLOSED order
Can also be used to find Voided information in current Order Journal
NOTE: You can only REVIEW a closed order
NO CHANGES can be made to it

1.	Swipe Manager Card or enter Manager #
2.	Select Options #1 
3.	Select   Review Closed Orders
4.	Select choice at bottom of screen for current or last seven days or Select Year of order to be reviewed (If you select year continue to step5).
5.	Select the QU file for the sales day to be reviewed. For Example; if you wish to review the orders for April 1 2006. First select the year 2006 and then select the file QU04012006.que from list.
6.	Order Journal opens in detail mode and the yellow buttons allow sort options to make information sought easier to find. For Example; if you are looking for a Credit Card transaction that is being contested just select the yellow Credit Cards button to display just the Credit Card transactions for the selected day. 

3

Re-Open a Closed Order
Use when a transaction is tendered out by mistake or a customer changes their mind and wants to change tendering methods.

1.	Swipe Server Card or enter Server #
This maintains server’s accountability
2.	Enter < 777 > for Order #, then press Enter
3.	Enter < 0 > (zero) for Guests, then press Enter
4.	Find and press *Mgr usually located in Manager screen
5.	Swipe Manager Card
(upper left corner displays: MANAGER Options)
6.	Press *LOrder
(Screen appears with a list of transaction on right half)
*NOTE-List is followed by transaction # not order #. Which is located on right side of Order# line on hard copy receipt.
7.	Press the transaction of desire twice to display transaction 
8.	Press Re-Open Order to reopen check or Display/Print to print 
(Re-Open check will print out a receipt stating the transaction has been re-opened and then void out the current tendering method)
9.	Press Total and re-tender check
*NOTE – Check can only be re-tendered and not add additional items to check

1
Issue CREDIT on Credit Card
Use this when a credit needs to be applied for a customer 

1.	Swipe Manager Card or enter Manager #
2.	Enter < 777 > for Order #, then press Enter
3.	Enter < 0 > (zero) for Guests, then press Enter
4.	Press *Rvs
(upper left corner displays: Reversals Active)
5.	Press Total 
6.	Enter $$ amount including tip to be credited and press Enter
7.	Press Chg Card
8.	Enter Authorization # from original receipt, include all zero’s
9.	Enter Credit Card #
*Note – Amex has 15 digits, press Enter after 15 digits
10.	Enter expiration date
11.	 Press Post , receipt will print
Verify credit by running a 23 report, which should show a negative amount.

4
Adjust Credit Card amount
Use when credit card has been authorized for lower amount.
i.e. Customer decides to add additional items after credit card have been authorized, or customer runs a higher tab that what was pre-authorized.

1.	Swipe Card or enter #
2.	Select order # of desire by pressing the order # on the upper left list or entering the order # on the keypad and press Enter
(The order should have additional items added to the check already and the balance due of a greater amount then what it was authorized for)
3.	Press Total
4.	Press Adjust/Cc$
5.	Enter new amount and press Enter
6.	Verify new amount and press Clear to return to previous screen
7.	Press PRINT to print receipts

*Note: The use of the Adjust/Cc$ does not re-authorize the card.

 

6
Manager Voids
After an item has been sent and server is not present

1.	Swipe Manager Card or enter Manager #
2.	Enter Order #, then press Enter
3.	Select the item that needs to be Voided by pressing the item on the screen
4.	Press VOIDtoggle
(Repeat Step 5 & 6 for additional item to be voided. A “V” will appear after the item price to indicate that the item is Voided)
5.	Press Clear when finished
(all Voided items will appear Yellow)
6.	Press Send to send the check back to the server

7
Manager Voids
After an item has been sent and server is present

1.	Swipe Server Card or enter Server #
(This will maintain server’s accountability)
2.	Enter Order #, then press Enter
3.	Find and press *Mgr usually located in the Manager screen
4.	Swipe Manager Card
(upper left corner displays: MANAGER On)
5.	Select the item that needs to be Voided by pressing the item on the screen 
6.	Press VOIDtoggle 
(Repeat Step 5 & 6 for additional item to be voided. A “V” will appear after the item price to indicate that the item is Voided)
7.	Press Clear when finished
(all Voided items will appear Yellow)
8.	Press Send to exit from the check

5
Item Discount
Use to discount an individual item (before tax)
Individual items has to be set up to allow the discount 

1.	Swipe Server Card or enter Server #
(Enter manager card if server not present and go to step5)
2.	Enter Order # that needs to be discounted, then press Enter
3.	Find and press *Mgr usually located in the Manager screen
4.	Swipe Manager Card
(upper left corner displays: Manager On)
5.	Press *Dsc usually located in the Manager screen
(upper left corner displays: *Dsc)
6.	Select and press item to be discounted
(discount screen will appear, if item is allowed to be discounted, discount level will appear but Enter %% or Enter –SS can be used for open amounts see page 14)
7.	Press the discount level of interest 
(discount will automatically be applied to the item )
8.	Press Send to exit the screen or Print to print and send

*Discount will be visible on the receipt with a before and after price.

8
Manager Discount
Use to discount a check when server is not present (after tax)

1.	Swipe Manager Card or enter Manager #
2.	Enter Order # that needs to be discounted, then press Enter
3.	Press Total Total
4.	Press discount key of interest
*Note: Be careful not to discount the whole amount, i.e. 100%.If so, server’s accountability will be interrupted.
5.	Press Send to send back to server

Manager Discount
Use to discount a check when server is present (after tax)

1.	Swipe Server Card or enter Server #
(To maintain server’s accountability)
2.	Enter Order # that needs to be discounted, then press Enter
3.	Find and press *Mgr usually located in the Manager screen
4.	Swipe Manager Card
(upper left corner displays: MANAGER Options)
5.	Press Total Total
6.	Press discount key of interest
7.	Press Send to exit the screen

                     				10

Open Amount Item Discount
Use to discount an individual item that does not have a set discount key
 (before tax)

1.	Swipe Server Card or enter Server #
(Enter manager card if server not present and go to step5)
2.	Enter Order # that needs to be discounted, then press Enter
3.	Find and press *Mgr usually located in the Manager screen
4.	Swipe Manager Card
(upper left corner displays: Manager On)
5.	Press *Dsc usually located in the Manager screen
(upper left corner displays: *Dsc)
6.	Select and press item to be discounted
(discount screen will appear, if item is allowed to be discounted, discount level will appear but Enter %% or Enter –SS can be used for open amounts )
7.	Press Enter %% for percentage or Enter -SS for dollar amount
8.	Enter percentage of discount or dollar amount
(Discount will automatically take effect)
9.	Press Send to send check or Print to print and send check

11

Discount Entire Order
Use to discount an entire order (before tax)
Individual items has to be set up to allow the discount 

1.	Swipe Server Card or enter Server #
(Enter manager card if server not present and go to step5)
2.	Enter Order # that needs to be discounted, then press Enter
3.	Find and press *Mgr usually located in the Manager screen
4.	Swipe Manager Card
(upper left corner displays: Manager On)
5.	Press *DiscnAR usually located in the Manager screen
6.	Select discount  of choice
(Items that are allowed discount will stay on the screen and show the discount selected. Items that are not allowed will disappear)
7.	Press Choose All to select all the items or Reject All to discard the selections 
8.	Press ACCEPT to accept the choices
(Manager card is required per additional security purposes)
9.	Swipe Manager card
(Discount will automatically take effect)
10.	Press Send to send check or Print to print and send check

9

“COMP” an OPEN dollar amount
Use when a manager decides to COMP portion of the check (after tax)
1.	Swipe Server Card or enter Server #
(Enter Manager Card if server not present)
2.	Enter Order # to be comp’d, then press Enter
3.	Find and press *Mgr usually located on the Manager screen
4.	Swipe Manager Card
(upper left corner displays: MANAGER On)
5.	Press Total
6.	Enter $$ amount to be “Comp’d”, then press Enter
7.	Press Comp
8.	Tender remainder of check, or press Clear then Send to 
exit from check.

 15
“86” an item from the menu
This function makes an item out of stock
1.	Swipe Manager Card or enter Manager #
2.	Press Order#
3.	Find and press *E86, usually located on the Manager screen
(*E86 will show on the upper left corner)
4.	Press items to be 86’d, items will display 
5.	Find and press *E86, usually located on the Manager screen
(Sending in process will appear on upper left of screen and will return  to Start-SIGN ON entry screen)

“Un-86” an Item from the Menu
This function makes a menu item available for ordering

1.	Swipe Manager Card or enter Manager #
2.	Press Order#
3.	Find and press *E86, usually located on the Manager screen
(86’d items will appear)
4.	Find and press the 86’d items on the menu screen
(86’d items will disappear stating the items are back in stock)
5.	Find and press *E86, usually located on the Manager screen
(This will exit and go back to the Start-SIGN ON entry screen)

13
Transfer from Server to Server
Use when a server is leaving early, too occupied or combining checks

1.	Swipe Server Card or Manager Card (if transferring is restricted)
2.	Press Options #1
3.	Press Order TRANSFER Process
4.	Press NEW Transfer
5.	Enter Order # that needs to be transferred, then press Enter or select the Order # from the list 
* Step by step instructions are visible on the upper left corner of the screen. Upper right will show the status of the transfer.
6.	Enter Order # that will accept transfer, then press Enter (which will return to the “Start-Sign On” screen)
*Note: Servers can only accept 3 digit order #’s
Accepting Transfer
1.	Swipe Server Card or enter Server #
2.	Enter the Order #  that’s pending , then press Enter
*Transfer pending will display on upper left
3.	Press Accept Trs to accept the check
*Review Trs – allows the server to review the check
*Reject Trs – allows the server to reject the check
4.	Enter Guest & Checks (If applicable)

* Transfers are by order #’s, not server #’s. 

12

“COMP” an ENTIRE order
Use when a manager decides to COMP the entire check (after tax)
Use only when server is present to maintain the server’s accountability

1.	Swipe Server Card or enter Server #
2.	Enter Order #, then press Enter 
3.	Find and press *Mgr
4.	Swipe Manager Card
(upper left corner displays: MANAGER On)
5.	Press Total
6.	Press Total
7.	Press Comp
(Final receipt will print out)

14