i2htech restaurant po software manual

RESTAURANT EXPERT PRO

SOFTWARE

USER MANUAL

Prepared by: BizSoftExpert.com.

Dated: 08-2015

Document Revision History

Created by: HARRY Created on Date: 08-01-2013

Change Date Changed by Reason Description Comment Approver

Document Version History

Created by: HARRY Created on Date: 07-21-2015

Version Change Date Changed by Reason Description Approver

3 08-01-2013

4 06-15-2014 Harry

07-21-2015 Harry

Table of Contents

1. Installation ................................................................................................. 1

2. Login Application ..................................................................................... 6

3. Edit Layout Functions .............................................................................. 7 3.1 Add Sections .......................................................................................... 7

3.2 Add Multiple Tables .............................................................................. 8

3.3 Circle Table ........................................................................................... 9

3.4 Square Table .......................................................................................... 9

3.5 Rectangle Table ..................................................................................... 9

3.6 Remove Table ...................................................................................... 10

3.7 Delete Section ...................................................................................... 10

4. Options Functions .................................................................................. 12 4.1 Inventory Maintenance ........................................................................ 12

4.2 Department Maintenance .................................................................... 18

4.3 Customer Maintenance ........................................................................ 19

4.4 Employee Maintenance ....................................................................... 23

4.5 Vendor Maintenance ........................................................................... 28

4.6 Reporting ............................................................................................. 29

4.7 Friendly Printer .................................................................................... 30

4.8 Restaurant Details ................................................................................ 31

4.9 Tax Rate ............................................................................................... 32

4.10 Clearing Database .............................................................................. 33

4.11 Backup Database ............................................................................... 33

4.12 Restore Database ............................................................................... 33

4.13 Register Restaurant Expert ................................................................ 33

4.14 Change password ............................................................................... 34

5. Take Out ................................................................................................. 36

5a.

Registration…………………………………………………………………

…… 36

6. Indexes ..................................................................................................... 44

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1. Installation

Make sure all the open applications are closed prior to beginning the installation.

SQL server Database is the Prerequisite of this application. Install SQL Server

Database and than install this application

To install Restaurant POS Software Follow these instructions

Run the Program by Double Clicking icon, when you do this the

below screen will appear

Click on “Next” button another screen will appear. If you wish to cancel simply Click

“Cancel” Button

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Customer Information will be appearing on the screen. If you want to go back to previous

screen click “Back” Button. Press” Cancel” button if you wish to cancel. Click “Next”

Button to proceed further.

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Click “Install” button to install the Software. A Progress bar will appear and software

will be loaded to your computer.

After the Software Install setup finished screen will appear.

Click “Finish” button to automatically begin the registration phase of

Software.

Double Click the following window will be shown.

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Click OK button Restaurant Configuration screen will be shown.

IF you are installing a Single / Stand alone version , then select “Server / Stand alone “

Choose how would you like to use your PC i.e. Client/Standalone or simply Client. By

Default Server/Client option will be checked.

Click Next button to proceed. Following screen will be shown.

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Click Create New Database button. A window will be shown.

Click Yes button to create database .Once the database will be created Confirmation

message of successfully database created will be shown.

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2. Login Application: Secure login To login the Application double click Restaurant Expert.exe icon on your desktop the login

screen of Restaurant Expert will be shown.

Enter Username and click the Enter button than enter Password and click the Enter Button.

The main screen will be displayed

The main screen consists of different functions. Click Exit to login button to exit from this main

screen.

Enter Username

Enter Password

Click Login to Login the

Application

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3. Edit Layout Functions This System allows you to Add/Remove/Delete different type of functionalities. You might have

following options under Edit Layout option.

3.1 Add Sections

To add new Section click Add Section button selection Table manager window will be

shown

Enter the section name and click OK button. Section name will be shown on the main

screen. Once the Section name will be added now you can add multiple tables in this

section.

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3.2 Add Multiple Tables

To add multiple tables first you have to add the section name and select the section name

than Click Add Multiple Tables button. Section table Management window will be shown

Enter No. of tables and click OK button a new window will be shown in which user will

write

Circle/Square/Rectangle. Enter C for Circle, S for Square or R for Rectangle

Enter Table type and click OK button a new window will be shown in which user will

write starting Table Number greater than zero.

Enter starting table number and click OK button. Tables will be added against selected

section as Shown in the Fig.

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3.3 Circle Table

To add Circle Table select the section and click circle table button. Selection Table

management window Screen will be shown.

Enter Table number and click OK button Circle table with table number will be added

against selected section.

3.4 Square Table

For adding Square Table select the section and click the Square table button. Selection

Table management window Screen will be shown.

Enter Table number and click OK button Square table with table number will be added

against selected section

3.5 Rectangle Table

For adding Rectangle Table select the section and click the Rectangle table button.

Selection Table management window Screen will be shown.

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Enter Table number and click OK button Rectangle table with table number will be added

against selected section

3.6 Remove Table

To Remove the Table first selects the selection and click Remove Table button.

Following window will be shown

Enter Table number you want to delete and click OK button the table number will be

deleted against selected section.

3.7 Delete Section

To delete the section click the delete section button. Following window will be displayed

as shown in Fig.

Enter the section name you want to delete and click OK button. The section will be

deleted.

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Click Done button once you completed you activities under Edit Layout options.

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4. Options Functions Options menu has configuration of all the system. Inventory, employee, Vendor and related

to that these are all configured under Option menu

4.1 Inventory Maintenance

To add/delete the inventory item follows these steps

Login Application >> Options >> Administrative >> Inventory Maintenance

Click Inventory maintenance Button. Inventory Maintenance screen will be shown. To

add new

Record Click Add button and enter the Information in their respective field as shown in

Fig.

To view the Previous Record Click Previous Button. To view the Next record click Next

Button.

To view the list Click Look Up button department look up list will be shown. To Save

Record click

Save Changes button.

By default Optional Info Tab is selected. In Optional Info Tab there are other two sub tabs.

Options

And Additional Info. By default Options tabs is selected. To view the details of Additional

Info

Click additional Info button. Following screen will be shown.

Inventory general

information

Cost, Price, in

stock and Tax

options which

are applicable

Different

Options

related to

Inventory

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To add notes click Notes tab and enter the Notes in the respective Text area.

To add Modifier click the Modifier Tab following screen will be shown.

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Click Add Modifier to select the modifier from the given options as shown in Fig.

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Choose the Modifier you want to add in the item and Click Select Button. The modifier will

be added in

The Modifier list as shown in the Fig.

To delete the Modifier Click Remove Modifier button.

To enter the Ordering info click ordering Info tab option following screen will be shown.

Enter the Reorder Quantity, Reorder level, Reorder Cost and Vendor Part # in their respective

fields.

To add pricing from a vendor click Add Pricing from a Vendor button and choose the vendor

from the

List. To Remove the Pricing from the vendor Click Remove Pricing from a vendor button. To

set

Preferred vendor click set this vendor for preferred button.

To configure the printer on which the print of item will be taken click Printers tab option

following

Screen will be shown

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Click Add Printer different printer options will be shown.

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Choose the Printer and Click Select button. The printer will be added in the list.

To Remove the Printer click Remove button.

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4.2 Department Maintenance

To add/delete the department follows these steps

Login Application >> Options >> Administrative >> Department Maintenance

Click Department Maintenance button. Department Maintenance screen will be shown. To

add new

Record Click Add button and enter the Information in their respective field as shown in

Fig.

To add new Department details Click Add button all the entered fields will be reset.

Enter Department Category or select from drop down list. Enter Department Id in respective

field. Enter Department Description in respective field. Enter Store Id in respective field.

Choose either Regular or Rental or Employee option. The Customer# list will be active if

you choose Employee.

In next block there are multiple options under Option button. User can check one or more

than one option at a time. Enter Square Footage in respective field. Enter Item Cost

Percentage in respective field. You can enter Receipt Notes by clicking Receipt Notes button

and enter the notes in respective Text area.

For Previous

Record

For lookup

list

For Next

Record

To add new

Record

To Save

Record

Department

general

Information’s.

Department

Category,

Departmentid,

Department

Description,

and Store id

Different

options. User

can select the

option one at a

time. If user

chooses the

Employee

option than

Customer # list

will be active

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To view the Previous Record Click Previous Button. To view the Next record click Next

Button.

To view the list Click Look Up button department look up list will be shown.

Once all the record is entered in Department Maintenance screen Click Save changes

button Record

will be saved

4.3 Customer Maintenance

To add/delete new customer details follows these steps.

Login Application >> Options >> Administrative >> Customer Maintenance

Click Department Customer Maintenance button. Customer maintenance screen will be

shown. To

Add new Record Click Add button and enter the information in their respective field as

shown in

Fig.

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The above screen shows the General information about the Customer. To view the Previous

Record Click Previous Button. To view the Next record click Next Button. To view the list

Click Look Up button department look up list will be shown.

General

Information

about

Customer

Basic

Informati

on about

Customer

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To add Extended Info click extended info button and enter the information in their

respective field As shown in Fig.

Credit Card

Details

Events

Details

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To enter Account related info click Account Info button. Enter the information in their

respective Field as shown in Fig.

To enter Shipping/Billing related info click Shipping/billing button. Enter the information

in their respective Field as shown in Fig.

Accounts

Related

Information

For view Customer

details click Customer

History.

Shipment

Related

Information

Billing Related

Information

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To add Notes click Notes. Enter the information in Notes text area as shown in Fig.

To add Properties click Properties. Enter the information in properties text area as shown

in Fig.

Click Add button to add the Properties and Delete to delete the Properties.

4.4 Employee Maintenance

To Add/delete Employee information follows these steps

Login Application >> Options >> Administrative >> Employee Maintenance

Click Employee Maintenance button. Employee maintenance screen will be shown. To


shown in

Fig.

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The Employee Screen consists of two blocks. In First block the general information and

other details of employee will be entered. In second block the user rights will be assigned

according to Employee Status. Once all the general information about the Employee is entered

Click Save Changes button to save the record. To delete the record click Delete button. To view

the Previous Record Click Previous Button. To View the Next record click Next Button. To view

the list Click Look Up button. List of employee will be shown.

Permissions tab has following Sub Categories

Functionality

Customers

Inventory

Reports

Setup

Restaurant

By default Functionality options of Permission tab is shown. To view Customers related options

for Permission tab click Customers button. Following options will be shown.

General Info about

Employee, Department name,

Password, Display name

Other general info about

Employee. Card ID,

Customer and different

options for rights. User can

choose the option according

to Employee Rights

Different Permissions and rights which

Employee will perform. User choose them

according to rights of Employee

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To view Inventory related options for Permission tab click Inventory button. Following options

will be shown

To view Reports related options for Permission tab click Reports button. Following options will be

shown

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To view Setup related options for Permission tab click Setup button. Following options will be

shown

To view Restaurant related options for Permission tab click Restaurant button. Following options

will be shown

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To add Personal Info about Employee Click Personal Info button and enter the information in the

respective fields as shown in the Fig.

To add Job code and Wages of Employee Click Job Code & Wages button and enter the information

in the respective fields as shown in the Fig.

To view the Previous Record Click Previous Button. To view the Next record click Next Button.

To view the list Click Look Up button department look up list will be shown.

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4.5 Vendor Maintenance

To Add/delete Vendor information follows these steps.

Login Application >> Options >> Administrative >> Vendor Maintenance

Click Vendor Maintenance button. Vendor maintenance screen will be shown. To


shown in

Fig.

Fill up the general information about the Vendor and Click Save Changes button to save the

record.

To delete the record click Delete button. To view the Previous Record Click Previous

Button. To

View the Next record click Next Button. To view the list Click Look Up button department

look up

List will be shown

Vendor

General

Information

details

Vendor

Address

Details

Vendor

Company

name,

Taxid,

Flat Rent

Rate and

PO

Delivery

Method Vendor

Contact

info

Details

Different

Buttons for Add

new record,

Delete Record,

save record.

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4.6 Reporting

To view the Reports category wise. Follows these steps

Login Application >> Options >> Administrative >> Reporting

Click Reporting button reporting screen will be shown

Select any category from the given options than choose Report type which type of report you

want to View. You can set date range Start date and from date. Apply Criteria select Cashier and

Select department from the list. Select Item from drop down list and Select customer from drop

down list. Click Display button the report will be shown

Category

Details

Date Ranges

Start and End

date

Criteria

Options

Different Types of Reports

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4.7 Friendly Printer

To add/delete the Printer follows these steps

Login Application >> Options >> Administrative >> Friendly Printer

Click Friendly Printer button Printer Setup screen will be shown.

Two Printers is shown on left side i.e. Kitchen Printer and Receipt Printer. Window Local

Printer is shown on Right side. The by default selected Friendly Printer is shown against

current Selected Friendly Printer. Select the window Local Printer the window local printer

will be shown against Current Selected local Printer.

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To add new Printer Click Add Printer button the keyboard type menu will be shown. Enter the

new Printer name and Click enter button new Friendly Printer name will be added in the

Friendly Printer List.

To Delete Printer Select the printer from friendly printer list and click delete printer button.

To save the selected Printer selects Printer from Friendly printer list and select window local

printer and click Save Exit button.

4.8 Restaurant Details

To update the restaurant details follows these steps

Login Application >> Options >> Administrative >> Restaurant Details

Click Restaurant Details button the window will be shown

.

Enter the addresses in the respective fields and Click Update button. The record will be

updated

Successfully.

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4.9 Tax Rate

To add the new Tax rate or view the already entered tax rate follows these steps.

Login Application >> Options >> Administrative >> Tax Rate

To add new Tax rates click Add Button. Tax1, Tax2, Tax3 fields will be reset. Enter Tax

rate in Tax1, Tax2 and Tax 3 fields and click Save Changes button. Record successfully

stored message will be shown.

To delete the tax rates Click delete button a confirmation message will be shown.

Are you sure you want to delete this entry. Click Yes to confirm or No to discard.

To view Previous Tax rate click Previous Button .For next record click Next button.

To look up already entered Tax Rate click Look up button. Look up list of Tax rate will be

shown.

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4.10 Clearing Database

To clear the database follows these steps

Login Application >> Options >> Administrative >> Clearing Database

Clearing Database Checklist will be shown.

Tick the option which you want to clear and Click OK button. The selected options

contents will be cleared.

Click Exit button to discard from this screen.

4.11 Backup Database

To take the backup of the database follows these steps

Login Application >> Options >> Administrative >> Backup Database

Click the Backup database button. Backup Successfully Completed with the proper path

where the

Backup is stored will be shown.

4.12 Restore Database

To Restore the Database follows these steps

Login Application >> Options >> Administrative >> Restore Database.

Browse the file where the data base is located on your Hard Drive. Click Open the

Database will be

Restored.

4.13 Register Restaurant Expert

To register the Restaurant Expert Software follows these steps

Login Application >> Options >> Administrative >> Register Restaurant Expert

Click Register Restaurant Expert Button following screen will be shown

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Enter Company Name , Address and and Key in their respective fields and click Register

in order to register the Restaurant Expert Software.

4.14 Change password

To change Password follows these steps

Login Application >> Options >> Administrative >> Change Password

Password updating screen will be shown.

All the fields are mandatory and user has to fill old password field, new password and

Confirm Password fields as shown in the Fig.

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User can avail the facility of entering the password via Keyboard. Click Keyboard button.

Keyboard type screen will be shown.

With the help of this keyboard user can easily enter the fields which are mandatory. Once

the Mandatory fields are entered Click OK button. Password successfully updated

message will be shown to the user.

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5. Take Out Click Take out button from the main Menu. New Take out button will be shown. Click New

Take out Button following screen will be shown.

Enter Customer Number in the respective field. You can view the Customer number in the list

as shown

Above.

To add new Customer Click Add Customer. Customer Maintenance screen will be shown add

the

Respective information about the customer and click save changes button to add the record.

Similarly

You can edit the record. Click Edit Customer update the record and save it.

Enter the Customer Number in their respective field click Search button to search the particular

record

The result will be viewed in the list. Click Enter Button restaurant expert screen will be shown.

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Select the Department the item details will be shown against each department. Click the item it

will be

Automatically added in the list with description, quantity and amount as shown in Fig.

Selected item

details with

quantity and

amount

Grand

Total

Amount Item list against

selected

department

Department

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To change any selected item quantity click on respective record the button list will be displayed

To delete the entered record. Select the entry and click Delete entry will be deleted.

To give discount on particular item. Select the item from the list and click Line Disc

button Discount calculator will be shown. Enter the discount amount and click OK

button Amount will automatically adjusted.

To change the quantity of particular item select the item and click Change Quantity

button. Enter new quantity and click OK button.

To reorder the item select the item and click Reorder Round the item quantity will be

doubled and amount will be updated automatically.

To add extra item click Extra button and enter the amount click OK button than enter

the Extra item it will be included in the Final List.

To show the main Menu Click Show Menu Button.

To give Discount on total items click Discount on total button. Enter the discount

amount in the discount calculator and Click OK button it will be added in the Final Bill

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Click Pay button payment option screen will be shown.

Enter the Paid amount and click the payment mode cash, Credit or cheque. If user click Cash

button it will switch to another screen in which it will show how much amount user have to taken

back to the customer.

If user select Credit button following screen will be shown.

Choose the Credit card type and Credit card Transaction type.

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Enter Credit Card number in respective field. Enter Credit amount in respective field. Enter

Expiry month and Expiration year in the Respective field. Enter Reference number if any in the

respective field.

Click OK button once all the information will be added the remaining amount will be shown on the

Payment screen top right corner. Click Done button once finalized. A small window will be shown

in case of cash payment whatever the remaining amount will be left it will be shown in this Small

window. Click done button a print receipt message will be shown click Yes to take the print of

Receipt. Following receipt will be shown.

How to Register: ( Activation )

Step 1: Login with userID = 01

Password= admin

*-*-*-*-*

Step 2:

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After Login click on “ OPTIONS”

Enter

Company Name= ( Your Restaurants Name )

Address: First Line of address

City: Your City

State: Your State

Key = Activation Code .

And then click on “Register “

OPTION:;

Register

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NEW ORDER TAKING SCREEN

ADDITIONL FEATURES :

SPLIT BILL

DOUBLE PRINT OUT IN KITCHEN

COMBO : SPECIAL MIX ITEMS FOR LUNCH SPECIAL

DRINK MIX FOR BAR,

MIXED DRINK PRICING

PIZZA TOPPING.

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PIZZA TOPPING ON HALF / QUARTER OR FULL

COUPON DISCOUNT

CHECK PRINTOUT

TIP

LINE DISCOUNT

DISCOUNT ON FULL

CREDIT CARD PROCESSING

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6. Indexes

A

Add, 18

Add Multiple Tables, 8

Add Sections, 7

Administrative, 17, 19, 23, 28, 29, 30, 31, 32,

33, 34

B

Backup Database, 33

C

Category, 17

Change password, 34

Circle Table, 9

Clearing Database, 33

Configuration, 4

configure, 14

Confirmation message, 5

Customer Maintenance, 19, 36

Customers, 24

D

Database, 1

Department Maintenance, 17, 19

E

Edit, 36

Edit Layout, 7

Employee Maintenance, 23

F

Friendly Printer, 30

Functionality, 24

I

Install, 3

Installation, 1, See

Inventory, 24

Inventory Maintenance, 11

L

Login, 6

Login Application, 17, 19, 23, 28, 29, 30, 31,

32, 33, 34

Look Up, 11, 18

M

Modifier, 12, 14

N

New Database, 5

Next, 11, 18

Notes, 12

O

Option, 28, 30

Options, 11, 19, 23, 29, 31, 32, 33, 34

Ordering info, 14

P

Previous, 11, 18

printer, 14, 15

Printer, 16

R

Rectangle Table, 9

Register Restaurant Expert, 33

Remove Table, 10

Reorder level, 14

Reorder Quantity, 14

Reporting, 29

Reports, 24

Restauran, 24

Restaurant Details, 31

Restore Database, 33

Registration, 36

S

Save Changes, 18

Setup, 24

Square Table, 9

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T

Take Out, 36

Tax Rate, 32

V

Vendor Maintenance, 28

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