| Article Information | Modified |
Ithaca POSJet 1000 and KITCHENJet 1000 printer driver selection and setup
For Point of Success version 2 and above:
These are instructions for selecting and configuring the printer driver for trouble-free use of the standard receipt printer templates included in Point of Success.
Printer Driver Selection
These receipt templates were designed for and require the Ithaca version 2 driver Set.
Click to download the printer driver: http://www.posdl.com/nt_223.exe
Printer Driver Installation
The Ithaca printer driver is provided in a (... more)
| 4/22/2008 |
Securing your network and business for credit card processing - PCI Data Security Standard
Point of Success can process credit cards using one of two methods: Through Mercury Payment Systems, the recommended processor, or by using PCCharge Payment Server software.
No matter which method you choose for credit card processing, it is important that you know how to secure your network and your restaurant. The PCI (Payment Card Industry) Data Security Standard helps you understand what to do to protect cardholder information and to protect your business.
Get more information (... more)
| 3/20/2008 |
Data export utility for use with CostGuard Inventory software
The CostGuard Data Export utility is used with Point of Success Premium to export sales information to CostGuard Inventory software. Get more information on CostGuard products at http://www.costguard.com.
Download the CostGuard Export Utility For Point of Success Premium Version 2.5 or Above: http://www.posdl.com/CGExportInstallV25.exe
Download the CostGuard Export Utility For Point of Success Premium Version 2.2 through 2.23: http://www.posdl.com/CGExportInstall.exe
Install (... more)
| 2/4/2008 |
Remove orders before starting to use the system in live production. Clearing database.
Q: Is it possible to delete closed order tickets? I have all the "test" orders from setting up the program. I would like to start at order number one when I am ready to begin using the program.
A: It is possible to do so, but this involves removing specific data tables and creating new, empty files.
Warning: There is a danger of irretrievable data loss in following these instructions. If you do not fully understand the entire process, do not attempt these tasks. Contact your (... more)
| 1/24/2008 |
Point of Success Error - tblTillBank: Error 7038: Invalid record #
Q: This error occurs when I try to open a till or bank for POS software. I am unable to open a Till or Bank for my employees since this morning. No changes were made to the configuration the POS.
A: Here is the technical definition of this error: "Attempted to read a record and the record number is greater than the number of records in the file. This error often results from using an index that contains more keys than the table has records."
It is likely that you have data damage, (... more)
| 12/18/2007 |
Error: classfactory cannot supply requested class
This error is caused by a problematic ActiveX control. An ActiveX control is a software component used in the Mercury Payment Systems server and in many other programs. Because there is no easy way to tell which ActiveX component is causing the problem and there is no way to automatically correct this error with a reinstallation, there are two options to correct this issue. Select one of these solutions:
Uninstall the Mercury Payment Systems server from the computer with the problem, (... more)
| 12/11/2007 |
What is the best way to handle tips on credit cards?
Q: What is the best way to pay my server or my delivery drivers the tips that are put on the credit card? Do I need to do a pay out?
A: Point of Success tracks tips received when the tip is put on an order. This happens when you use the Tip button on the order entry screen, the Tip button on the payment screen, or you put a tip on a credit card before finalizing the payment. If you give the driver or server the tip immediately or at the close of their shift, use the Tip Paid Out button (... more)
| 9/4/2007 |
PCCharge Technical Support Telephone Number
(877) 659-8981 (... more)
| 9/4/2007 |
Printing in color
Q: We have a two color printer and would like too be able to print just the word delivery and the customer's address on a all in one ticket in red the rest of the ticket in black. How can we set this up?
A: Edit the prep ticket, then click the field you want to print in red. Click the text color icon in the toolbar, then select red as the color. Save the edited template, then select the template for printing in the Tools center, Select Printing Templates.
(... more)
| 9/4/2007 |
Star SP200 printer driver selection and setup
Star SP200 printer driver selection and printer driver setup
These are instructions for selecting and configuring the printer driver for trouble-free use of the standard receipt printer templates included in Point of Success.
Printer Driver Selection
These receipt templates were designed for and require the Star Line Mode printer driver. This printer driver may be downloaded at http://www.posdl.com/starlinemode.exe.
Printer Driver Installation
Launch the Star Line (... more)
| 8/2/2007 |
Time sensitive prices
Q: If a product is time sensitive, where do you set the time? Example, for happy hour, how do you set up the time to have a different price for the item?
A: Times and time period names are set in the Office Manager program in the Tools center. Click Price Options in the Accounting and Business Information section of the Tools page. Name each time period and set the times that the price is in effect.
Prices for these periods are entered for each product on the Advanced Pricing tab (... more)
| 6/4/2007 |
Re-Open a closed ticket
Q: Sometimes while tendering a payment during a service, it may happen that the wrong ticket is selected and the server uses the full amount button in the POS system and tenders a payment for a table but it is the wrong ticket. Is there any way to re-open a closed ticket?
A: For security purposes, closed tickets may not be re-opened. This prevents removal of items and deletion of an order or undoing of a payment, and prevents the theft that can occur of these actions were allowed.
(... more)
| 4/18/2007 |
Invalid Processor error in PCCharge Payment Server
This error is caused by not having the "Use default processor" setting checked in the program configuration. (... more)
| 4/6/2007 |
How to assign tills to multiple employees
Q: I currently run with one till all day. I open up a new till, assign the staff and I am fine all day until a new employee comes in. The new employee does not have a till assign to them and they cannot ring anyone up. I would like to have one till for the day.
A: You have the option of assigning a till to a specific staff member, or you can open an anonymous till that can be used by any staff member with a security setting that will permit them to use an anonymous till.
From a (... more)
| 3/15/2007 |
How do I change to Daylight Saving Time?
Daylight time is controlled by Windows. Point of Success gets the date and time from Windows, then automatically synchronizes all computers on your network to the server date and time.
With the change in the start and end dates enacted for daylight time in 2007, Microsoft released an update to Windows to change daylight time automatically. If you don't have this update, just turn off the automatic daylight time switch and change the time manually. To do this, double-click the time in the (... more)
| 3/15/2007 |
Calculating sales tax due when tax is included in the price of products sold
Q: In the UK VAT (sales tax) is included in the price of the item and we don't itemize out tax (accounting for it is only done when dealing with the tax office). Is there any way of entering the price of items for example £1.90 for a cappuccino and have the system account for the 17.5% tax on that item in back office without it occurring in the front of house interface?
A: No matter where you use Point of Success, you can use this method for calculating the amount of tax owed to a (... more)
| 3/15/2007 |
Reinstall software on different pc
Q: The Point of Success software has been installed on a laptop initially, but now it will be installed in the restaurant on a PC. After making a full back-up, what is the procedure for transferring the software to the PC.
Is a new code needed to install the software on the PC?
A: You need to get the software and the data on the other computer.
Install Point of Success on the new computer just as you installed it the first time
Exit all Point of Success programs on the (... more)
| 3/15/2007 |
Could Not Run Program: vOrderNumberOnCalc
The error Could Not Run Program: vOrderNumberOnCalc is caused by a missing setting. In Tools > Order Entry Options, Select Show actual ticket number or Show the Daily Order Sequence number, then save the setting.
(... more)
| 3/7/2007 |
Reprinting an entire prep ticket when items are added or edited
Edit the Prep Ticket to be used (Reports > Receipts)
If it is a factory report, accept the message to create a duplicate
Click the ‘Calc’ tab in the Report designer
Click the ‘View’ menu and select ‘Events’
In the top-left pane below the ‘Report Objects’ heading, Click ‘Report’
In the top-right pane below the ‘Events’ heading, click ‘OnGetAutoSearchValues’
In the bottom pane, click. The Procedure will appear with ‘begin’ and ‘end;’
Replace ‘begin’ and ‘end;’ with the following (... more)
| 2/19/2007 |
Printer not printing the whole ticket
Q: I had a big order, about 15 items. The printer only printed the first 10 items and the rest didn't print on the ticket.
A: This is likely caused by the printer driver page length setting. This is a common issue with Epson printers. Here are Knowledge Base articles that explain how to change the page length settings:
TM-T88III and TM-T88IV - /Article_BF6DE.aspx
TM-U220 - /Article_A75B5.aspx
(... more)
| 2/5/2007 |
Epson TM-T88III and TM-T88IV printer driver selection and driver setup
In Point of Success version 2 and above:
Use of the Epson Advanced printer driver version 3 and above is required.
Click to download the printer driver: http://www.posdl.com/apd301de.exe.
Download the driver file, then double-click the file to run the installer. Note: Remove other printer drivers on the computer that are attached to the same port that will be used by the TM-T88III printer prior to installing driver.
Printer Driver Installation
Run the installation (... more)
| 2/5/2007 |
Telephone lines
Q: Have 8 incoming telephone lines and 8 touch screen monitors. All servers, CPUs, caller ID box are located in the basement with wires running through the floor.
So, when a call comes in, I press that "line" on the monitor; do I have to choose the same line on an 8-line phone; or should I be using single line phones with the wire running through each respective CPU???
How should this system be wired???
A: Selecting a line in Point of Success locks that line in Point of (... more)
| 1/18/2007 |
Canvas does not support drawing
This error can occur when no default printer is installed or the driver for the printer is defective. Install a default printer driver or replace the defective printer driver. (... more)
| 1/17/2007 |
Error 7008
7008 is a file open error. The specified table, memo file, or index file was unable to be opened.
Parts of Point of Success open data files exclusively. Other parts of Point of Success cannot be used if data files are open exclusively. The Point of Success Data Utilities program and the CreatePOSData program require exclusive access to data files. These programs will not run unless they can get exclusive file access. To give these programs exclusive file access, close all parts of Point (... more)
| 1/10/2007 |
Adapting a ticket for an unsupported POS ticket printer and correcting slow ticket printing
Point of sale ticket printers generally use old technology that does not work well with Windows font printing. To make a POS printer work at top speed, tickets must be designed using resident printer fonts.
Resident printer fonts can be used in the Point of Success report designer after following these steps:
Install the Windows printer driver for the selected POS ticket printer on the computer the the Point of Success Office Manager is installed
Open a ticket template in the (... more)
| 1/10/2007 |
Not enough storage available to process this command
Q: When I try to run the bank reconciliation report, I get the following message: Not enough storage to process this command. What does this mean and how can i solve it?
A: This error occurs only when trying to display a preview of a report designed for a POS printer. Since the page length is essentially unlimited on a ticket printer, the report designer tries to display a preview of a report with every order in the system on one page. All reports in Point of Success can be previewed (... more)
| 12/21/2006 |
Credit Card masking
Q: When we need to give a refund for an order and no longer have the credit card in our possession, we need to call Mercury Payments and get the number from them. Isn't there a way to unmask the CC number?
A: For security purposes, credit card numbers are completely purged from Point of Success after a few days. Point of Success will only issue a credit to the card that was originally charged. Even before the card number is purged there is no facility in the program to display the card (... more)
| 12/18/2006 |
Error 6420 - The discovery process for the Advantage Database Server failed
6420 Error Troubleshooting Information
Point of Success uses the Advantage Database Server to protect data from network-induced problems and to speed access to the data. Point of Success software must discover the database server. To do this, a message is sent across the network to the other computers. The database server computer responds with information to allow Point of Success to connect to the database server. If this response is not received, the 6420 error is generated.
A (... more)
| 11/30/2006 |
Setting a startup delay for the Order Entry program
In some cases where the Order Entry program and the database server software reside on the same computer, a 6420 error will occur of the Order Entry program launches automatically on startup of the computer.
Setting a delay on the Order Entry program startup will eliminate this error.
Using the startup delay
A command line parameter is set to tell the program to look for a startup delay. To set this, click Start > All Programs > Startup, then right-click the Order Entry item (... more)
| 11/30/2006 |
Database errors -- Advantage error log ads_err.dbf
Database errors are logged to the Advantage Database error log file -- ads_err.dbf. The error log is useful in troubleshooting data errors.
The error log contains:
Error number
Database file with which the error occurred
The date and time of the error
The error log will be found in the C:\ root drive on the computer where the database server software is running.
(... more)
| 11/27/2006 |
Software Registration
Software Registration
Registration of Point of Success must be completed within the first 30 days after the installation of the Office Manager program. The Office Manager program is registered to run only on one computer.
To register the software, access the registration area from the main menu of Office Manager. Choose the Tools menu. The first link at the top left corner is company name. Click the underlined blue hyperlinked text to access the registration window. Registration (... more)
| 11/21/2006 |
How to install the Microsoft loopback network adapter
Point of Success Caller ID uses networking technology to communicate caller information to order entry workstations. When Caller ID is used on a single computer, the computer must be plugged into a network device (like a network switch) or the Microsoft loopback network adapter must be installed.
Installing the Microsoft Loopback Adapter on Windows XP
Click Start > Control Panel > Add Hardware (Windows Searches for new hardware)
Select Yes I have already connected the (... more)
| 11/10/2006 |
Error 6316
Q: How do I resolve a 6316 error?
A: This error occurs because the version of the Advantage database being used is older than the Advantage client .dll files in the Point of Success program folder. Resolve this error by reinstalling the database server software that came with your version of Point of Success.
(... more)
| 11/10/2006 |
Caller ID box wiring diagram
Click the link below to download a .pdf document explaining in detail how to connect the Point of Success Caller ID interface box to a restaurant's phone lines.
Click to Download > http://www.posdl.com/CallerIDWiring.pdf
Note: Clicking this link will open the .pdf document in your web browser. To save the document to your computer, right-click the link and choose Save Target As from the menu.
(... more)
| 11/8/2006 |
Caller ID installation error
Q: I get an error installing the Caller ID server. The error reads: The file '\\[servername]\Point of Success\Report Import\Call Outcome Chart.rtm' could not be opened. Please check that your disk is not full and that you have access to destination directory. Access is denied.
A: This error is caused because the Point of Success folder on the data host (server) computer is not properly shared. Go to the database server computer, then click Start > My Computer. Navigate to Local Disk C: (... more)
| 11/2/2006 |
Employee time clock reports
Q: How do I print the end of pay period employee hours report?
A: Employee Timekeeping reports are found in Office Manager > Reports > Production Reports.
(... more)
| 11/1/2006 |
No Sale Button
Q: How do I enable the no sale button?
A: Security settings control whether the No Sale button is available for a user. Go to Office Manager > Tools > User security and permissions to view and change these settings.
(... more)
| 11/1/2006 |
Star SP500 printer (with cutter) driver selection and printer driver setup
These are instructions for selecting and configuring the printer driver for trouble-free use of the standard receipt printer templates included in Point of Success.
Printer Driver Selection
These receipt templates were designed for and require the Star Line Mode printer driver. This printer driver may be downloaded at http://www.posdl.com/starlinemode.exe.
Printer Driver Installation
Launch the Star Line Mode driver installation program
Click the button labeled “Extract (... more)
| 10/4/2006 |
Error 6610
A 6610 error is an intermittent network communication error. This means that some network communication is getting through, but not all of it. If there is no network communication a 6420 error will display.
Correcting a 6610 error requires network communication troubleshooting. Here is a suggested list of troubleshooting items:
Test network cables and connectors.
Confirm that the correct cable is being used for the speed and type of network.
Make sure the network cable is not too (... more)
| 9/19/2006 |
Substitutions on the super button
Q: I want to allow for one substitution on the specialty pizzas in the super button. Take off one of the default toppings and substitute another topping with no change in the price. We can change the toppings but it adds the price for the new topping as if you were adding a topping without taking one off.
A: Set up a substitution button (or buttons) in the super button. Do this by creating product codes for each topping size and assigning them a negative price. Selecting this (... more)
| 9/19/2006 |
Remote access
Q: Can I remotely access, from my home, Point of Success Office Manager Software?
A: You can access Point of Success using any remote access technology, including:
Go To My PC at www.gotomypc.com
Log Me In at www.logmein.com
Windows Remote Desktop
And a number of others (... more)
| 9/7/2006 |
Dispatch receipt printing
Q: How do you remove the printing of customer receipts when you only want a dispatch ticket?
A: Customer receipts normally print when a dispatch ticket prints. If the delivery dispatch computer is never used for printing customer receipts, you can unassign the customer receipt printer in the Order Entry program on that computer.
(... more)
| 9/7/2006 |
Is there a way to print a prep ticket without the prices?
Q: Is there a way to print the prep ticket without the prices for the item?
A: Yes there is. Prices do not print out on standard prep tickets, but prices print if you have a "Prep all in one" ticket selected. To have the price stop printing on your prep tickets, go into Office Manager, click on Tools, then Select Printing Templates. Change your current template from Prep All in One to one of the standard prep tickets.
(... more)
| 9/7/2006 |
Printing (reprinting) all order items when a new item is added to an order
Use this procedure in Point of Success vesion 2.2 and above to print all items in an order when an item is added to an order:
Edit the Prep Ticket to be used (Reports Receipts)
If it is a factory report, accept the message to create a duplicate
Click the Calc tab in the Report designer
Click the View menu and select Events
In the top-left pane below the Report Objects heading, click Report
In the top-right pane below the Events heading, click OnGetAugoSearchValues
In the (... more)
| 7/17/2006 |
Component Palette
Q: The component palette was accidentally closed or moved off the screen. How can it be brought back up or onto the screen?
A: If the component palette was closed, you can bring it back by pressing F9 to change to the Run mode, them pressing F9 again to change back to the Design mode. The only way the component palette can be moved off the screen to a point where you can't reach it to bring it back is if you change the resolution on your computer display to a lower resolution.
If (... more)
| 2/7/2006 |
Epson TM-U220 printer driver selection and setup
In Point of Success version 2 and above:
Use of the Epson Advanced printer driver version 3 and above is required.
Click to download the printer driver: http://www.posdl.com/apd301de.exe.
Download the driver file, then double-click the file to run the installer. Installation of the driver is automatic.
Printer Driver Configuration
Click Start > Control Panel > Printers and Faxes
Right-click the Epson TM-U220 printer and choose Properties from the context menu
(... more)
| 2/7/2006 |
Zebra LP2844 and TLP2844 label printer driver selection and setup
In Point of Success version 2 and above:
Use of the following printer driver is required:
Click to download the printer driver: http://www.posdl.com/ZUDv53515.exe
Download the driver file, then double-click the file to run the installer.
Printer Driver Installation and Configuration
Select the language for the driver
Click Next at the welcome screen
Select Zebra EPL from the manufacturers list
Select the printer model - Either Zebra LP2844 or Zebra TLP2844 (... more)
| 2/2/2006 |
Sharing printers on a network
Printers are shared on a network for use by Point of Success using Windows printer sharing. Before following these instructions, be sure you have enabled file and printer sharing on all the computers on the network. The easiest way to do this is to run the Windows Network Setup Wizard. This program is found in the Control Panel by clicking Start > Control Panel > Network Setup Wizard. If you are using the Category view for the Control Panel, select Network and Internet Connections instead.
(... more)
| 1/5/2006 |
Can I use a crossover cable for my two user network?
No. Errors caused by the use of a crossover cable include:
6420
Cannot open database files. Make sure the directory is shared. See the installation section in the manual for instructions.
And other Windows network errors.
Use a switch or hub to connect computers on your network.
(... more)
| 1/5/2006 |
How to copy a menu and its associated files from the Point of Success demo for use in the live software
These instructions will copy all Point of Success data files associated with a menu configuration:
Change the name of the C:\Point of Success folder to another name (like C:\Point of Success Demo).
Install the new Point of Success software.
Copy all files in the C:\Point of Success Demo\Data folder that begin with Product (product*.*). This should be ten files in total.
Place these copied files in the C:\Point of Success\Data folder, replacing the existing files. (... more)
| 1/4/2006 |
Citizen iDP 3551 printer driver selection and setup
For Point of Success version 2 and above:
These are instructions for selecting and configuring the printer driver for trouble-free use of the standard receipt printer templates included in Point of Success.
Printer Driver Selection
These receipt templates were designed for and require the Citizen driver Set.
Click to download the printer driver: http://www.posdl.com/Win366f.exe
Printer Driver Installation
The Citizen printer driver is provided in a (... more)
| 12/28/2005 |
Copying the menu design to another computer
Q: Is it possible to design the menu on a CD and save it?
A: Yes. After the menu design is finished, go to the C:\Point of Success\Data folder and copy all 10 files whose name begins with Product. These files contain your product codes, product categories, product types and the menu design. Take these files to the computer where you want to install the menu and copy them into the C:\Point of Success\Data folder there.
Warning: Copying these files onto the other computer will (... more)
| 12/9/2005 |
Slow printing
It is very important to get the correct printer drivers for the printer you are using to print receipts. Failure to do so can produce unpredictable results. One side-effect of having the wrong Windows printer drivers installed is extremely slow printing. The best source for drivers is the Point of Success Knowledge Base. These drivers were used to design printing templates and will produce better results.
(... more)
| 11/23/2005 |
Star TSP600 printer driver selection and printer driver setup
These are instructions for selecting and configuring the printer driver for trouble-free use of the standard receipt printer templates included in Point of Success.
Printer Driver Selection
These receipt templates were designed for and require the Star Raster printer driver. This printer driver may be downloaded from the Star web site at http://www.posdl.com/starraster.exe.
Printer Driver Installation
Launch the Star Raster Mode driver installation program
Click the (... more)
| 11/23/2005 |
Ithaca iTherm 280 printer driver selection and setup
For Point of Success version 2 and above:
These are instructions for selecting and configuring the printer driver for trouble-free use of the standard receipt printer templates included in Point of Success.
Printer Driver Selection
These receipt templates were designed for and require the Ithaca version 2 driver Set.
Click to download the printer driver: http://www.posdl.com/nt_223.exe
Printer Driver Installation
The Ithaca printer driver is provided in a (... more)
| 11/23/2005 |
Star TSP800 label printer driver selection, installation and configuration
These are instructions for selecting and configuring the printer driver for trouble-free use of the standard label printer templates included in Point of Success.
Printer Driver Selection
These label templates were designed for and require the Star Raster printer driver. This printer driver may be downloaded with this link: http://www.posdl.com/rasterdrv_2k-xp_20041203.exe
Printer Driver Installation
Launch the Star Raster Mode driver installation program
Select Star (... more)
| 11/23/2005 |
Included toppings error
Q: The problem I am coming up with is when I set up a pizza with included items, e.g. Supreme includes pepperoni, sausage, mushroom, onion, green pepper and black olives, and then switch to the order entry mode, when I delete an item, it adds the cost of the item to the ticket. I don't want to do that and I also don't want to decrease the cost the pizza by not adding that topping. Is there some way to do it that I just have not found, other than creating a product entry with no charge at (... more)
| 10/10/2005 |
Changing the work day
Q: My company is open from 11am until 2am. The Point of Success system resets the drawer count to 0 at midnight.
A: Both Point of Success Standard and Point of Success Premium support either a calendar day or a user-definable business day. Using the calendar day setting automatically closes each day at midnight. The business day setting allows you to close the day whenever you want to close it. Business day or calendar day operation are selected in the Office Manager program in Tools > (... more)
| 10/5/2005 |
Employee card setup and use
What is an Employee Card?
An employee card looks like a credit card – rectangular plastic with a magnetic stripe on the back. Each card is numbered on the front to help identify the card; no two cards will have the same number. The front card number is used to identify which card is issued to an employee. On the magnetic stripe on the back of the card is encoded a large number that is never the same on any two cards. This number on the magnetic stripe is not the same number printed on (... more)
| 7/25/2005 |
Network Installation
Network Installation
Point of Success uses the Advantage Database Server for shared network operation. Network installation must be done on the computer that will be running the Advantage Database Server.
The Advantage Database Server is software used to control data access by multiple users on a network. This software can be installed in any of these locations:
On an Order Entry computer (last choice because this computer may be subject to the physical hazards of the restaurant (... more)
| 6/29/2005 |
Alcohol tax rate
Q: In Vermont we are supposed to charge 9% tax for meals and 10% tax for alcoholic beverages. Can you tell me how to set a different tax rate for my alcohol sales?
A: Sales tax is set by product type. Go to the Tools center in the Office Manager program, then click Sales Tax under the Accounting and Business Information heading. Select the product type on the left, then enter the sales tax rate on the right. Complete the circle by assigning products in the Product center to the correct (... more)
| 5/17/2005 |
Cash drawer won't open even though receipt printing works.
Point of Success works with cash drawers that plug into receipt printers. Serial, parallel and USB cash drawers are not supported. If the cash drawer won't open even though receipt printing works, follow these steps:
Confirm that the cash drawer is designed specifically to work with your receipt printer (cash drawers will only work with one printer type).
Set the receipt printer as the default printer (Start > Control Panel > Printers and Faxes, right-click the printer, then choose Set (... more)
| 5/16/2005 |
Enable cash drawer and cash drawer control codes
To enable a cash drawer in connection with the current workstation, check the 'Enable Cash Drawer' check box for up to 2 cash drawers. These cash drawers are controlled by the receipt printer. The "Open Drawer Codes" are called an escape sequence. Some common escape sequences for popular printers are listed below. Consult the printer's manual if these codes are not adequate. If one set of codes does not work for the cash drawer being set up, try a different set of codes from the same brand of (... more)
| 5/9/2005 |
List button doesn't print on prep ticket
Q: I have a list button that will not print on the prep ticket. How do I correct this?
A: List buttons are used to modify an item ordered. It the list button is placed on a screen that displays before an item is ordered, then there is no item tied to the modifier in the list button. Place the list button on a screen that displays after an item is ordered and the modifier will appear on the prep ticket.
(... more)
| 4/5/2005 |
Closeout of a down workstation
Q: If we have 2 POS register stations and 1 back office and the screen goes out on one of the registers (It's an all in one), can you force a closeout of banks & tills from the office PC? Can you do the day end reports correctly?
A: Banks can be closed on any workstation, tills must be closed on the workstation where the till was opened. You can work around this by renaming the remaining workstation to the same name as the workstation that is down. Do this by going into the Workstation (... more)
| 3/15/2005 |
Export customer list to Excel
Q: I'm going to mail postcards to my customer database. I need to cleanse, and add city/state/zip. How can I export this list to Excel?
A: Any report in Point of Success can be exported to an Excel file. Here are the step-by-step instructions:
Double-click a report in the report list
Enter any necessary data filters
Click the Print icon
On the bottom of the Print window, select Print to File
Select the file type from the drop-down list
Enter the file name and destination (... more)
| 1/28/2005 |
POS hardware technical support contacts
Epson
Web: http://pos.epson.com
Telephone: (800) 234-1445
Star
Web: http://www.starmicronics.com
Telephone: (732) 623-5555
Ithaca
Web: http://www.ithper.com
(877) 7-ITHACA
Citizen
Web: http://www.cbma.com
Elo Touchsystems
Web: http://www.elotouch.com
Telephone: (800) 557-1458
(... more)
| 12/1/2004 |
Discounting an item to a specific price.
Q: Is it possible to create a coupon that would bring different priced items down to a specific price? One scenario would be offering a second sandwich for 99 cents. If each sandwich is priced differently how can you create a coupon to get the price to 99 cents?
A: A coupon would be created for each sandwich to discount by an amount that makes the sandwich price $.99.
(... more)
| 10/5/2004 |
Copying a sub-menu.
Q: Is it possible to copy a sub menu to be used in multiple places? An example of such a use would be having a sub sandwich menu with the product codes used at this level followed by a sub menu of sub toppings, i.e lettuce, mayo tomatoes, peppers etc., that would be used for each sandwich.
A: Yes! Buttons are copied one screen at a time. Follow these instructions:
Create a new sub menu button for the each sandwich on your menu
Create one screen of all the possible sandwich (... more)
| 10/5/2004 |
Using Point of Success with Windows XP Service Pack 2
Windows XP Service Pack 2
Unlike earlier versions of Windows, Windows XP Service Pack 2 comes with the Windows firewall activated by default. A firewall is designed to prevent unauthorized access to a computer through a network, including a local area network (LAN) or the Internet.
Client computers running Windows XP Service Pack 2 will work with no changes. A computer running the Advantage Database Server will not be able to be accessed by other computers on the network with the (... more)
| 9/7/2004 |
How to export customer email addresses
Download the email address export report template for Point of Success here:
http://www.pointofsuccess.com/download/emailexport.zip
Follow these instructions to import the report template for use in Point of Success:
Unzip the report template using Winzip or the built-in capability in Window XP
Open the Point of Success Office Manager program
Go to the Report center
Click Import Report in the side bar menu
Browse to the location where you unzipped the Email Export.rtm (... more)
| 6/23/2004 |
Invalid caller ID information warning
Q: When a call comes in the Caller ID box line flashes. There is no response to the software. The Caller ID Server gives me a warning that says "Warning: Invalid Caller Id Information on Line 1." How can this be corrected?
A: The Invalid Caller ID Information warning is displayed when the content or format of the data from the Caller ID interface box is incorrect. This is normally caused by a problem with the serial port to which the Caller ID interface box is connected or by a defective (... more)
| 5/21/2004 |
Serial cash drawer support?
Q: Do you support cash drawers connected via serial to a computer?
A: Point of Success requires a printer-connected cash drawer. The system opens a cash drawer by sending the appropriate code to the printer which opens the cash drawer.
(... more)
| 5/21/2004 |
Receipt printer cash drawer port pinouts
Epson
Pin1 - Not connected
Pin 2 - Cash drawer 1 -
Pin 3 - Cash drawer 1 sense
Pin 4 - Cash drawer drive +
Pin 5 - Cash Drawer 2 -
Pin 6 - Ground
Star
Pin1 - Not connected
Pin 2 - Cash drawer 1 -
Pin 3 - Cash drawer drive +
Pin 4 - Cash drawer drive +
Pin 5 - Cash Drawer 2 -
Pin 6 - Cash drawer 1 sense
(... more)
| 4/9/2004 |
Printer unexpectedly prints a large volume of tickets (sometimes every order in the system)
When a POS printer unexpectedly begins to print a huge number of tickets or one very long ticket, the cause is normally a problem in the assignment of the ticket printing template.
Open the Office Manager program, then go to the Tools center. Click Select Printing Templates. Review each report template assignment -- Look for names in the selected templates that do not clearly match the area to which they are assigned. Particularly common is the assignment of a Customer Receipt template (... more)
| 3/9/2004 |
Where to install the Caller ID hardware and software
The Caller ID server can be installed on any computer on a network or on a single computer if no network is present. The Point of Success Caller ID system needs telephone line and computer connectivity. The Point of Success Caller ID Server computer does not need to be the same computer that is running the Advantage Database Server software, but it can be. The Caller ID Interface Unit (the box) connects to your telephone lines and the computer so it should be placed close enough to your (... more)
| 3/9/2004 |
Caller ID system requirements
The following items are required in order to install and use the Point of Success Caller ID system:
Caller ID Interface Unit (commonly referred to as the box or the black box) 4-port or 8 port
Point of Success Caller ID server software (Registered)
Point of Success Version 1.4 or higher (Registered)
An unused computer serial (COM) port
Caller ID subscription with the local telephone company for each line
The computer designated as the Caller ID Server must have Point (... more)
| 3/9/2004 |
Caller ID step-by-step quick start and setup
Make sure you subscribe to Caller ID on each phone line.
Update all computers to Point of Success version 1.4 or higher
Designate a Caller ID Server and install the Point of Success Caller ID system on it from the Point of Success Caller ID CD-ROM.
Connect the Point of Success Caller ID Interface Unit (the black box) to the server’s serial (COM) port using the included 9-pin serial cable.
Connect the telephone lines to the box as described in the accompanying technical manual.
On (... more)
| 3/9/2004 |
Caller ID cannot connect to the data
A software or hardware network firewall can cause errors with Caller ID or cause it not to be able to connect to the data. Please disable all firewall software or firewall settings in Windows.
If you are having trouble with the system, check the settings to ensure that they are accurate and were not accidentally changed. Your COM port selection, TCP port (9097), and network adapter (NIC) should all be selected in the settings screens. If they are not, refer to the settings for each and (... more)
| 3/9/2004 |
Caller ID is not registered
If after installation, the Point of Success Order system indicates that the software is not registered, access the registration information in the Point of Success Office program. Click Tools > Company Name and enter the Caller ID registration information on the Caller ID tab and click Save. If you do not have registration information, please call your independent reseller or (800) 752-3565 and register the Caller ID module.
(... more)
| 3/9/2004 |
Using two cash drawers on one POS printer
Point of Success supports up to two cash drawers per order entry workstation. Cash drawers must be connected through a point of sale printer.
POS printers normally offer one cash drawer port. To connect two cash drawers, an adapter is required. These adapters are made for specific POS printers and are generally not interchangeable. Contact the vendor from whom the POS printer was purchased for the appropriate adapter.
These steps are required to make two cash drawers work with one (... more)
| 3/5/2004 |
Prep Ticket Printing
Q: When I enter an order in via the "New Order" button, I don't get a prep ticket, but when I enter an order via Phone Order I do. Is there a setting that controls this behavior? I have modified the standard epson prep ticket to include the customer's name. Since there is no name on a New Order, could this cause the situation described above?
A: Point of Success handles prep ticket printing identically for both the Now Order and Phone Order operations. If you are printing a modified (... more)
| 2/6/2004 |
Access Violation error on Order Entry computer when printing tickets
Tickets are printed at several points in the Order Entry program. These points and ticket types include:
Prep tickets print when Done is pressed after creating or adding an item to an order
If an order is paid immediately after entering the order, prep tickets and a customer receipt print after a payment is tendered
A customer receipt is printed when an order is paid from the View Tickets window
A customer receipt is printed after pressing the Print button in the View Tickets (... more)
| 1/9/2004 |
Access Violation error when opening Office Manager program
The Point of Success Office Manager program will attempt to automatically import template files found in the C:\Point of Success Pizzeria\Report Import folder when it opens. Attempting to import a damaged report template will cause an Access Violation error.
Correct this problem by removing all files from the Report Import folder and manually importing the templates in the Report center until the damaged template is found.
(... more)
| 1/9/2004 |
Access violation error in order entry program when printing
The Point of Success Order Entry program prints tickets at these points:
Open or close a till or bank (Till/Bank open or reconciliation ticket).
Press Done after entering an order (Prep tickets 1/2/3).
Complete the tender of a payment (Customer receipt and prep tickets 1/2/3 if not previously printed). If change is due, printing occurs when the Change Due window is closed. If no change is due, printing occurs when the payment is complete.
Drop or add to/from a till or bank (Drop/Add (... more)
| 11/18/2003 |
Transferring or converting a database from another POS system
Q: I have an old version of Rapidfire -- How can I transfer my database (all my customer's information) to Point of Success?
A: Selected independent resellers and Inborne Technology (the makers of Point of Success software) provide data conversion services from other point of sales systems to Point of Success. Contact a local reseller or Point of Success support for additional information.
(... more)
| 11/13/2003 |
Reporting - Sales by service type
Q: Is there a report that calulates sales by service type. i.e.to campare dine-in to takeout
A: All the Flash Reports (found under Financial reports) offer total sales for the period by service type.
(... more)
| 11/4/2003 |
Sales tax
Q: Is there a way to charge sales tax on dine-in orders but not on take-out orders?
A: The amount of tax charged and whether tax is charged depends upon the Product Type assigned to a product code and the tax amount entered for the product type. You can charge tax on some items and not on others by setting up a product code that has a sales tax amount associated with it and another code without sales tax. In your circumstance this may mean that you set up different portions of your menu (... more)
| 10/30/2003 |
Error 5004
This error is usually caused by insufficient user privileges on the database server computer or the absence of a data table.
Follow these steps to resolve this error:
Check the Windows user name and password on the "workstation" computer. Confirm that this user name is set up as a user on the "server" computer.
When setting up a user on the "server" computer, grant all privileges to the user.
Grant all rights to the shared "Point of Success Pizzeria" folder on the database server (... more)
| 10/13/2003 |
Data backup and restore
As with any business software, it is important to safeguard your Point of Success data files by making regular data backups.
Point of Success version 1.1 and above includes software to make a backup of its data files. This program is called Data Utilities and may be found in by clicking Start > All Programs > Point of Success > Pizzeria.
The Data Utilities program will perform any of these three backup functions:
Create a data backup in the C:\Point of Success Pizzeria\Backup (... more)
| 9/22/2003 |
Error 7033 - Maximum number of connections exceeded
This error occurs when the Advantage Database Server's settings are not adequate for Point of Success. The Advantage Database Server connections setting is controlled in its configuration utility.
Follow these instructions to correct the error:
Exit Point of Success on all computers on the network.
On the computer where the database is running, select: Start > Programs > Advantage Database Server > ADS Configuration Utility.
Click the Configuration Utility tab. The Database (... more)
| 8/27/2003 |
Error 7004 - Maximum number of work areas exceeded
This error occurs when the Advantage Database Server's settings are not adequate for Point of Success. The Advantage Database Server work areas setting is controlled in its configuration utility.
Follow these instructions to correct the error:
Exit Point of Success on all computers on the network.
On the computer where the database is running, select: Start > Programs > Advantage Database Server > ADS Configuration Utility.
Click the Configuration Utility tab. The Database (... more)
| 8/27/2003 |
Serial interface ticket printer prints garbage, doesn't cut, or performs unreliably
POS printers with a serial interface can sometimes perform unreliably because they are incorrectly set up. Serial interface printers are typically used in locations where a computer is over 10 feet from the printer because the cable can be much longer than with a printer connected to a parallel (standard printer) port or USB port.
Unreliability, if it occurs, is more likely the larger an order grows. Symptoms will include printing of unrecognizable or random "garbage" characters and a (... more)
| 8/20/2003 |
Prep ticket will not print or is missing items
A product must have a prep location assigned to print on a prep ticket. Assign a prep location in the Point of Success Office Manager program. From the main menu select Products. Edit the products that should print on prep tickets to define a prep location. The prep location is the prep ticket printer that is assigned to print the product.
(... more)
| 7/25/2003 |
Deleting a menu button
Q: I have been looking over the program and have been playing with the menu designer. I have placed the wrong buttons in a few places and was wondering how to delete them.
A: In the Menu Designer, switch to Design mode. Click the button you want to delete to select it, then press the Delete key on your keyboard.
(... more)
| 6/18/2003 |
Item Button
An Item Button is a terminating button. This button is used when the item being selected during ordering needs no modification and can be ordered as is. Modification is defined as additional specifications that further define an item or specify items to be included with the item. Because an Item Button is a terminating button it cannot be used in connection with a List Button or an Include Button.
Item Button Properties
To access an Item Button's Properties window, double click (... more)
| 6/3/2003 |
Select Multiple Buttons
To select multiple buttons, click and hold down the mouse button on the design area where a menu button is not and drag a marquee band (sometimes called a rubber band) encompassing all the buttons that should be selected at once. This will select each button that is fully or partially enclosed by the marquee square. These selected buttons can be manipulated together if they are selected together.
Another way to select multiple items on a page is to click on the first item to select it (... more)
| 6/3/2003 |
List Button
List Buttons are used on a terminating path in the menu to designate a specific item to be added to the ticket that can be chosen from a list. For example, if there are flavors of soft drinks that the restaurant offers, those can be included in a list and display when the List Button is pressed which contains that list. The pre-defined list of available items for that button display and the operator can select from any one of the items on the list.
List Button Properties
To access a (... more)
| 6/3/2003 |
Group Alignment
To align a group of buttons, select a group of buttons to be aligned. To select multiple buttons, click and hold down the mouse button on the design area where a menu button is not and drag a marquee band (sometimes called a rubber band) encompassing all the buttons that should be selected at once. This will select each button that is fully or partially enclosed by the marquee square. These selected buttons can be manipulated together if they are selected together.
(... more)
| 6/3/2003 |
Menu Button
A Menu button is typically a very general category through which the user accesses detailed items to be chosen. For example, a general Menu Button title might be 'Pizza" and when pressed, this button leads the user to another screen filled with more a more detailed list of items relating to the general or main category displayed on the button.
Menu Button Properties
To access a Menu Button's Properties window, double click the button or right-click the button and select 'Properties' (... more)
| 6/3/2003 |
Menu Navigation
While in Run mode, the flow of the menus and items can be tested. The buttons on the right panel which are used in the POS ordering software are active and act as they would in production mode. Click a button to see how it will act and where it will lead to determine if it has been set up correctly.
Design Mode
In Design mode in the Food Menu Designer, the left panel (tree navigation) is de-activated. It appears dark grey when it is inactive. Only the menu side (right side) of the (... more)
| 6/3/2003 |
Cut, Copy, and Paste
In order to use the Cut, Copy and Paste features of the Menu Designer, the program must be in design mode. The run mode and design mode indicator is located in the top right corner of the Menu Designer screen. The active mode is highlighted in yellow. In order to use the Cut, Copy and Paste commands, the design mode in the top right corner of the screen must be yellow.
If the Run/Design indicator designates run, simply press [F9] as indicated to change over to design mode.
Use the (... more)
| 6/2/2003 |
Menu Button Properties
To access a Menu Button's Properties window, double click the button or right-click the button and select 'Properties' in design mode within the Food Menu Designer. In this window there are two tabs: Main and About Information. This window contains the Caption (button text), product association (if applicable), button sizing tools, and 'About Information.' About Information is content that will be displayed during Order Entry when the 'About' button is pressed at the bottom of the screen. (... more)
| 6/2/2003 |
Include Button
Include Buttons are typically used when ingredients are to be included/excluded during preparation of a food item. Preparation of those food products would include/exclude the items indicated as modifiers to a menu item on a ticket.
Include Button Properties
To access an Include Button's Properties window, double click the button or right-click the button and select 'Properties' in design mode within the Food Menu Designer. In this window there are two tabs: Main and About (... more)
| 6/2/2003 |
Food Menu Designer
SPECIAL NOTE: It will be of great benefit to set up all products for sale in Product Entry before designing a food menu. Product Entry is one of the main centers of the program and access to the product setup screens is found under the Products menu.
Because products are associated with menu items, each product offered should be set up BEFORE the food menu is designed. This way during the menu setup, the user will not have to switch back and forth setting up products and designing the (... more)
| 6/2/2003 |
Run Mode
Run mode allows the user to navigate through the menu using the menu tree navigation on the left panel and the menu buttons on the right panel. The buttons are pseudo-active so they act as they would in Order Entry. No editing, additions, or changes can be made to any of the menus in Run mode. However, structure manipulation can be performed using the menu tree navigation in the left panel while in Run mode. To make menu changes, the designer must be switched from Run mode to Design mode.
(... more)
| 6/2/2003 |
How do i make a payment to a customer account?
Q: How can i make a payment to a customer account? I have already setup a credit limit for a customer.
A: Payments are entered in the Order Entry module for each individual order. The Credit Limit field is for reference use. If you need to bill customers for orders placed on an account, the best solution is to use a program like QuickBooks.
(... more)
| 5/15/2003 |
Referral Type List
Referral Types designate the source of customer traffic. Referral Types are entered in the Point of Success Order Entry system or in the Point of Success Office Manager system under Customer Entry.
Any source to be tracked and measured should be added to this list. The more detailed the list of Referral types, the more detailed and accurate the reports will be to monitor and measure the success of those sources for marketing purposes.
The Referral Type is recorded during a (... more)
| 4/29/2003 |
Order Entry
The Order Entry screen is designed and implemented in the Food Menu DesignerScribble68. Because of the flexibility of the Food Menu Designer, the Order Entry screen may look different than the one presented here. This menu is a sample of what a menu and Order Entry screen could look like. Products, menus, and items vary greatly between restaurants and may be entirely different from the one depicted.
Order Ticket
Order Entry contains several components. On the left side of the screen (... more)
| 4/29/2003 |
Zip Code List
The Zip Code List is provided ensure speed and accuracy when entering the city and state information. Each zip code is unique and has a corresponding city and state assigned to it. The zip code list can be set up ahead of time or it can be entered on the fly. If the entered zip code has been defined, the city and state will automatically display. If the entered zip code is not found, the user is prompted to enter the city and state. Once that is done, the new zip code is saved and ready for (... more)
| 4/29/2003 |
Department List
The Department List is established in the Point of Success Office Manager program under the Tools menu. It is under the 'Company Information heading. Access the list using the blue hyperlink in 'Set up employee departments.'
The program installs with the following default department list:
Customer Service, Delivery Driver, Food Preparation, Management, Server
To add or remove items from this list, use the Add Item and Delete Item buttons located to the right of the list.
(... more)
| 4/29/2003 |
How do I calculate tax correctly?
To properly calculate the tax for each order, launch Point of Success Office Manager. From the main menu, access the Tools menu. Under the heading Accounting and Business Information click the underlined blue hyperlink “Sales tax.” Enter the proper percentages for the various municipalities to equal the total amount of tax that should be charged. (... more)
| 4/28/2003 |
Till -vs- Bank? What is the difference?
A till is an accounting of money that has a cash drawer attached to it. Staff members who will run a cash drawer are assigned a till and the funds are managed and balanced using that assigned till.
A bank is an accounting of money that does not have a cash drawer associated with it. This can be money that is given to a driver for making change. When balancing, the bank amount is a tally of any money taken or given to the person responsible for the assigned bank.
(... more)
| 4/28/2003 |
Can't pay an order
In the Point of Success Order Entry, in order to make a payment, the user must have a till assigned to them. Additionally, the workstation needs to be named in order to attribute the payment properly for audit purposes. (... more)
| 4/28/2003 |
Menu Navigation Tip
In the Point of Success Order Entry screen, when ordering from the food menu, a navigation path is presented at the top of the screen to indicate where the user is in the menu. To return back to the original food menu, press the Food Menu part of the path at the top of the screen. (... more)
| 4/28/2003 |
Report Summary
Financial Reports
Flash Report - Month to Date
This report is designed to help get a snapshot of the monthly progress of the business. It shows the daily breakdown of sales by count and dollars. Use this report to determine which items offered are most popular on which days of the week. Also, use this report to summarize the health of the business for any given month.
Flash Report - Year to Date
This report is designed to help get a snapshot of the progress month (... more)
| 4/28/2003 |
Ticket List (Order Entry)
From the Point of Success Order Entry main screen, press the View Tickets button. A list of tickets is displayed. To view a specific ticket, select that ticket from the list and press the View button.
In the Ticket List by default all the open tickets are displayed. There are several actions that can be taken to manage the items on the ticket list.
Number - Use this button to select a particular ticket number. All tickets have a unique identifying number that can be easily accessed (... more)
| 4/28/2003 |
Change Promise Time (Order Entry)
The Promised Time is the time quoted to customers for when their order will be delivered. Once set, this time will be shown on the order ticket displayed on each computer.
The slide bar is provided to make it easy to change the promised time in the system. To change the promised time, drag the slide bar to the corresponding number of minutes indicating the promised delivery time. A finger or mouse can be used to slide the bar. All computers accessing the Order Entry system use the same (... more)
| 4/28/2003 |
Manager Override (Order Entry)
If a field or function is protected by security, only a certain level of staff should access that field or function. If it becomes necessary to gain access or override that security limitation, this screen will appear. This screen gives the user the option to gain access via a manager's override of the error. Press the override button and a keypad will appear. The manager can then key in the appropriate pass code to override the message and grant access.
(... more)
| 4/28/2003 |
Order Changes or Edits
View Ticket (Order Entry)
From the Point of Success Order Entry main screen, press the View Tickets button. A list of tickets is displayed. To view a specific ticket, select that ticket from the list and press the View button. From there, the View Ticket List window will appear.
(... more)
| 4/28/2003 |
Delivery Run Summary (Order Entry)
The Summary button in the Driver Dispatch window opens the Driver Run Summary window. This window displays the driver's information as well as the orders assigned to this driver. The Summary button is only active when an Out Driver is selected. Orders can be removed by using the Remove Order button.
(... more)
| 4/28/2003 |
Driver Dispatch List (Order Entry)
There are four columns that comprise the Driver Dispatch List. An additional two columns list the drivers available and out and help to manage both.
Ticket - This is the ticket number of the order to be delivered.
Customer - A complete name, address, city, and zip code listing of the customer to receive the delivery.
Delivery Information - Customer phone number for contact in case of emergency of delay notification
Promised Time - Time Ordered + Promised Delivery Time = (... more)
| 4/28/2003 |
Add Discount (Order Entry)
The Add Discount window is accessed when the Discount button in Order Entry is pressed. Up to two discounts can be applied to any order. The resulting total is calculated and displayed. Once OK is pressed, the discount total is displayed and subtracted from the total at the bottom of the order ticket on the left panel of the Order Entry screen.
The way to tell which discount is being applied is to look at which discount button is pressed. By default when this window is accessed, the (... more)
| 4/28/2003 |
Order Entry Buttons on the Bottom of the Screen
Discount - This button is used to apply a discount to an order such as a coupon or senior citizen discount. Press this button to access the Add Discount screen.
Tip - A tip calculator is produced with incremental buttons on the left side. Click those amounts or enter a tip amount to be charged on the ticket. The amount will be displayed at the bottom of the order ticket and be added to the total.
About - This button allows the user to find out about menu items. When this button is (... more)
| 4/28/2003 |
Customer Entry (Order Entry)
The Customer Entry in Point of Success Order is where typical residential customers can be entered on the fly if they do not already exist in the database. When a new order is started and it is determined that a customer hasn’t already been set up, this window will appear to allow the user to key in the customer. Customer's information can be verified and edited using this window as well.
The customer code is a way for the computer to keep track of customers using a single, unique (... more)
| 4/28/2003 |
Touch Screen Keyboard (Order Entry)
The touch screen keyboard is a QWERTY keyboard with large buttons designed for touch screen use. All letters display as capitalized on the keyboard even though they will not necessarily appear that way when typing words.
This keyboard shows up on the screen if the Show Touch Screen Keyboard checkbox is checked in Workstation Setup. The name of the field being accessed is displayed in the title bar of the keyboard to remind the user which information is requested.
Touch or click a (... more)
| 4/28/2003 |
Till and Bank List (Order Entry)
The Till and Bank List has six columns of information and seven buttons at the bottom.
Columns:
Number - Unique Till or Bank number assigned to any new item added to the list.
Workstation - The name of the workstation assigned to the item.
Staff - The staff member who owns the Till or Bank
Status - Open, Closed, or Reconciled Type - Till or Bank
Cash Drawer - The cash drawer assigned to the Till. Banks do not have cash drawers.
Buttons:
(... more)
| 4/28/2003 |
New Till or Bank (Order Entry)
To assign a new till or bank to a staff member, press the New button in the Till and Bank List and this window will appear. Choose Till or Bank. Remember that a Till has a cash drawer associated with it where a bank does not.
The default value set for tills and banks for the day will be automatically filled in but the amount can be changed by pressing the button with the dollar figure on it. The staff member is assigned by pressing the button next to Staff: and selecting from the (... more)
| 4/28/2003 |
Workstation Setup (Order Entry)
From the Point of Success Order Entry main screen, press the Setup button. The Workstation Setup screen will display. It has three tabs: General, Printers, and Cash Drawers
In the General tab, there are several settings:
Log Out on return to Home Menu - logs the system out between orders so each new order requires a login code first. After any function is accessed in the system and the user is returned to the main screen, they will have to re-key their PIN number to get back (... more)
| 4/28/2003 |
Number Pad (Order Entry)
Upon initial entry into the Point of Success system, a number pad is presented for the user to use to login to the system. Each staff member in the system must have a PIN number in order to login to the system. On the Enter Pin number pad, the numbers keyed in do not echo to the white field above the numbers and are replaced with the ‘*’ symbol. This is designed to discourage onlookers from determining the user's password easily.
A number pad is presented each time a field requiring (... more)
| 4/28/2003 |
Point of Success Main Menu (Order Entry)
New Order - Press this button to access the Order Entry screen immediately. This is used for walk-in or dine-in customers for whom demographic information does not necessarily need to be gathered. The default service type for this kind of order is Dine In.
Phone Order - Pressing this button leads to the Select Customer screen to key in a customer's phone number for look-up. The default service typeScribble51 for this kind of order is Delivery.
View Tickets - This button brings the (... more)
| 4/28/2003 |
Customize List View
Each of the centers on the main screen of the Point of Success Office Manager program has many pieces of data that can be displayed. Not all fields are displayed by default. If desired, choose Customize View from the left side command bar of any center's item list. This brings up a window showing all available fields on the left, and the currently displayed fields on the right.
To add fields to the view, select them from the left panel and use the green arrow to move them to the right (... more)
| 4/28/2003 |
Customer Contact
If 'Business' is selected in customer entry an additional tab is included in Customer Entry called 'Contacts.' This field allows the user to enter individual customers to be included under one company contact. This is useful when one business, company, or office building houses several customers. Special instructions on location and preferences for each customer can be stored individually under the same company group.
When a new business customer is established, the Customer (... more)
| 4/28/2003 |
Customer Entry
There are two places where customer information can be entered into the computer. First, in Customer Entry, a list of customers can be keyed in at once. The second place customers can be set up is in Order Entry, customers can be entered on the fly before taking their order.
The Customer Entry center is where typical residential customers can be entered. If there is a list of customers to be keyed into the system, it is entered here. Customer can also be set up on the fly during (... more)
| 4/28/2003 |
Select Printing Templates
There are eight printing templates that should be set up in order to assign output from the Point of Success Order Entry program. Each type of receipt is assigned to a specific output format. Default types have been included with the installation of the program. If a particular field is left at the default 'None' that type of ticket will not be printed. All tickets must be assigned a type for proper printing.
To assign a Printing Template type, click the drop down arrow adjacent (... more)
| 4/28/2003 |
Security Groups and Profiles
By default, four security groups are designated: Administrator, Manager, Assistant Manager, and Employee. Administrator is the system administrator and has no restrictions placed on it by definition. Each designation below Administrator has decreased access or increased restriction place on them. These setting are user definable. If different access is desired, use the checkboxes that correspond to each function to allow/disallow that function for the selected Security Group.
The user (... more)
| 4/28/2003 |
Product Entry
SPECIAL NOTE: It will be of great benefit to set up all products for sale in Product Entry before designing a food menu. Product Entry is one of the main centers of the program and access to the product setup screens is found under the Products menu. It is not found under the Tools menu.
Because products are associated with menu items, each product offered should be set up BEFORE the food menu is designed. This way during the menu setup, the user will not have to switch back and forth (... more)
| 4/28/2003 |
Product Type Sales Tax and Inventory Setup
This list is user-definable and can be found in the Point of Success Office Manager system under the Tools menu under the heading "Accounting and Business Information." Click the sales tax underlined blue hyperlink to access this list.
The tax rate of the city, county, and state are requested in this window. Together, they add up to the total tax rate calculated and charged on each order. Enter the values in these fields as percentages. For example, if the desired sales tax rate is 7.8%, (... more)
| 4/28/2003 |
Paid Out Type List
Paid Out Type is used when funds are removed from a cash register to define the purpose of the funds removed. This list is user definable. Paid Out cash is entered by pressing a button on the Till and Bank List. Any time dollars are removed from the till to pay miscellaneous charges, a paid out type should be used. This designation is not used for a drop.
To add a paid out type, press the Add Item button. Continue adding by pressing that button until all the desired entries are keyed (... more)
| 4/28/2003 |
Tills and Banks
Till and bank opening balances are set for each day of the week. This allows the user to limit the amounts of tills and banks for risk management.
Enter the default opening amount for the tills by keying in the dollar value on the left panel of the Tills and Banks screen. When a till is opened, this default value will be filled in depending on the day of the week. It can be changed on the fly if so desired during till assignment. A till is a money source that has a cash drawer attached (... more)
| 4/28/2003 |
Discount and Gratuity List
|
