FS-3700 R4 Owners Manual
TEC Electronic Cash Register FS-3700 R4 Series Document No.
FS-3700 One Year Limited Warranty Toshiba TEC America Retail Information Systems, Inc. warrants this product to be free from defects in materials and workmanship for a period of one (1) year from the date of original purchase from an authorized Toshiba TEC America Retail Information Systems, Inc. dealer. This warranty is limited to the original purchaser, and to Toshiba TEC America Retail Information Systems, Inc. products that are sold and used within the continental United States and Hawaii.
FCC Notice This equipment has been tested and has been found to comply with the limits for a Class A digital device, pursuant to Part 15 of the FCC rules. These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instruction manual, may cause harmful interference to radio communications.
Table of Contents FS-3700 R4 Overview 1-1 1.1 Introduction.................................................................................. 1-3 1.2 Processing Payment Transactions ..Error! Bookmark not defined. 1.3 Sample Screens .......................................................................... 1-4 1.4 POS Key Functions - Summary................................................... 1-7 Access the System 2-1 2.1 Manager Overrides...........................................................
3.3 Entering Menu Items.................................................................. 3-10 3.3.1 Preset Menu Item ...................................................... 3-10 3.3.2 More than One Preset Item ....................................... 3-10 3.3.3 Menu by PLU #.......................................................... 3-10 3.3.4 Open Priced Menu Item ............................................ 3-11 3.3.5 Scalable Menu Item................................................... 3-11 3.3.
3.9 Check Adjustments.................................................................... 3-31 3.9.1 Void Items on Stored Checks.................................... 3-31 3.9.2 Add a Discount or Surcharge .................................... 3-32 3.9.3 Exempt Tax from a Check......................................... 3-35 3.9.4 Add a Tip................................................................... 3-36 3.10 Tender the Check ...................................................................... 3-38 3.
5.1.1 5.1.2 5.1.3 5.1.4 5.1.5 Report Class Descriptions........................................... 5-4 List of Reports ............................................................. 5-6 Report Balancing Notes .............................................. 5-8 Print or View Reports .................................................. 5-8 Report Sample Formats .............................................. 5-9 5.2 Open Check Report ................................................................... 5-10 5.
Chapter 1 FS-3700 R4 Overview
Introduction 1-2 Chapter 1 - FS-3700 R4 Overview FS-3700 R4 Owner’s Manual
Chapter 1 - FS-3700 R4 Overview 1.1 Introduction Introduction The FS-3700 R4 is a touch screen POS system for use in the hospitality industry. The FS-3700 R4 can be used in a system of up to 32 Terminals operating off a network. A Backoffice PC running the Windows XP Professional operating system can be integrated in a system to run software for additional maintenance and reporting. This manual describes guest check processing and adjustments.
Sample Screens 1.
Chapter 1 - FS-3700 R4 Overview Sample Screens Sample Check Window Check header text, fonts and value fonts are programmable. Check Detail: Assign different colors for new items and stored items. Change column widths if wanted. Change background and grid colors. Change the height of the window. Descriptor text, font and value fonts are programmable.
Sample Screens Chapter 1 - FS-3700 R4 Overview Sample Pay Screen 1-6 FS-3700 R4 Owner’s Manual
Chapter 1 - FS-3700 R4 Overview 1.3 POS Key Functions - Summary POS Key Functions - Summary Key Function Add to Check POS Function Description This function is used to add the current check to a stored check. This key function allows the current check to be new (in the first service round). Add to Check Order Type #1 - #8 These eight function keys are used to add the current check to a stored check of a specified Order Type.
POS Key Functions - Summary Chapter 1 - FS-3700 R4 Overview Key Function Cancel POS Function Description Cancels the current round for a transaction. When a transaction is cancelled, any changes done during the round will be reversed. Any new Menu Items that have been added to the check in this service round will be removed and any items that have been voided from the check in this round will be added back.
Chapter 1 - FS-3700 R4 Overview Key Function POS Key Functions - Summary POS Function Description Clock In Clocks employees into the system for time and attendance recording. Clock Out Clocks employees out of the system for time and attendance recording. Close Batch Used to settle a batch of credit card authorizations. (This function depends on the credit auth system and processor used.) Combine Checks Used to combine two or more stored checks to the current check.
POS Key Functions - Summary Key Function Chapter 1 - FS-3700 R4 Overview POS Function Description Credit Sale This function is used for a single-pass credit card transaction. An authorization is received and the check is paid out in one pass. (This function depends on the credit auth system and processor used.) Credit Voice Auth This key is used to manually enter an authorization code to a check that was received from telephoning the processor.
Chapter 1 - FS-3700 R4 Overview POS Key Functions - Summary Key Function POS Function Description Employee Deposits Used to enter deposit-type media totals for a specific employee. Enable Auto Grat Used to turn on the Auto Grat Gst setting of the Order Type for the current check only. Enter Limited QTY Used to enter how many of a Menu Item is available for sell. The number displays on the Item’s button and “counts down” when the item is ordered.
POS Key Functions - Summary Key Function Chapter 1 - FS-3700 R4 Overview POS Function Description Gift Card Cash Out Allows cash change from a Gift Card. Gift Card Reload Used with 3rd party gift card interfaces to add to the balance of a gift card. Group RKP Order Use this function to group a series of Guest Checks into a single remote print. Guests This key type is used to enter or change the number of guests on a check.
Chapter 1 - FS-3700 R4 Overview Key Function POS Key Functions - Summary POS Function Description Last Item Void Voids the last item entered on a check. The item being voided must be a new item in the service round. Loan This key type is used to track when funds are removed from the cash drawer and given to an employee as a bank amount. Login This key type is used to sign an employee into the system for POS operations. Logout This key is used to log the current employee out of a station.
POS Key Functions - Summary Key Function Chapter 1 - FS-3700 R4 Overview POS Function Description Operator Login This key assigns a specific employee to a login key. To login, the employee simple presses the button. Order Type Used to override the Order Type setting of the employee’s Job Code for one order only. Paid In This key type is used to add cash to the drawer from sources of income other than a sale.
Chapter 1 - FS-3700 R4 Overview Key Function POS Key Functions - Summary POS Function Description Program Mode1 This key is used to access the Manager Mode area of the system. Manager Mode contains the tables into which the store’s database is entered. Program Mode2 This key displays a menu of functions that are flagged to display on this screen. The flag is set in the Function Setup table. The Program Mode2 screen provides for a customized Manager Function menu.
POS Key Functions - Summary Key Function Chapter 1 - FS-3700 R4 Overview POS Function Description Refund This key type is used to create a negative check. All items entered on the check will be part of the refund. Reorder AYCE Item This key is used to enter subsequent orders of an all-you-can-eat menu item on to the check. In the Menu Table, the AYCE item has a flag for a 2nd item (with zero price) to use for reordering.
Chapter 1 - FS-3700 R4 Overview Key Function POS Key Functions - Summary POS Function Description +Seat Used to increment the current seat number. When a new transaction is started, or a check is recalled, the default seat number is 1. Any Menu Items entered will be linked to the current seat number selected. This key type is only used if the Use Seat #'s flag is set in the System Setup table. -Seat Used to decrement the current seat number.
POS Key Functions - Summary Key Function Stay Down Chapter 1 - FS-3700 R4 Overview POS Function Description Used to set or change the default Menu Item size level and/or Meal Period. Press [STAY DOWN] and the [MENU ITEM SIZE # The selection becomes size level for the reminder of the current check Press [STAY DOWN] and the [MEAL PERIOD #] Screen prompts to broadcast the selection to other stations.
Chapter 1 - FS-3700 R4 Overview Key Function Table Selector POS Key Functions - Summary POS Function Description This key is used to preset table numbers for use when tracking checks by tables. A numeric table number is assigned to each key. Pressing the key assigns that table number to the check. Pressing and holding an occupied table will cause an information box with Check Details to display. Tare Override This key is used to enter a tare table for a menu item.
POS Key Functions - Summary Key Function Total Chapter 1 - FS-3700 R4 Overview POS Function Description This key is used for several purposes: End a service round, storing the check and leaving it unpaid. This is called "Service Totaling" the check. The Order Type must have option Store Open Check set to allow unpaid checks to be stored in the system. Finalize an input field, like an Enter key on a keyboard.
Chapter 1 - FS-3700 R4 Overview Key Function Void POS Key Functions - Summary POS Function Description This key type has several purposes. Void items from a check. Any items that were added in the current service round may be removed using this key type without any reporting. Items from a prior service round that are voided will be recorded in the Void file. Backspace key to erase numeric entries.
Chapter 2 Access the System
Manager Overrides 2-2 Chapter 2 - Access the System FS-3700 R4 Owner’s Manual
Chapter 2 - Access the System 2.1 Manager Overrides Manager Overrides The FS-3700 R4 system has an extensive security system Security levels can be assigned to almost every key type in the system in Function Setup. Access to different function levels are determined by the Security levels assigned to each Job Code.
Clocking In/Out 2.2 Chapter 2 - Access the System Clocking In/Out The FS-3700 R4 has an optional timekeeping function that tracks attendance records. The Timekeeping system is used only for the purpose of tracking attendance; it does not provide access to POS operations. 2.2.1 Clock In Notes The options for using the Timekeeping system are determined by employee in Employee Setup. Required Clock-In – If YES, the employee cannot log in to the system without first clocking in.
Chapter 2 - Access the System Clocking In/Out 2. Press [CLOCK OUT]. If prompted, index amount of cash tips, press ENTER. If prompted NOT ENOUGH TIPS, index manager I.D. # and press ENTER. 3. The receipt printer prints a clock out report with the employee’s name, Job Code, time/date and the total hours worked both for this shift and this week. 2.2.3 Break Out Notes [BREAK OUT] records an unpaid break for the employee. It does not prompt for tips or require that checks be closed.
Login/Logout 2.3 Chapter 2 - Access the System Login/Logout Logging into the system allows access, as the employee’s security level permits, to guest check handling and Manager Functions. NOTES The System option, Concurrent Login, determines if an employee can be logged into more than one station at a time. Only one employee can be logged into a station at one time, and that employee’s security level determines what functions are accessible.
Chapter 2 - Access the System 2.3.1 Login/Logout Login Procedure 1. Index employee I.D. #. 2. Press [LOGIN]. 3. If prompted, index the employee’s password and press ENTER. 4. If prompted, select the Job Code for this shift. 5. If the Job Code requires a Bank Loan, a prompt will automatically display for the loan amount. 2.3.2 Index the amount of the loan and press ENTER. Press YES to confirm the amount.
Login/Logout Chapter 2 - Access the System NOTES 2-8 FS-3700 R4 Owner’s Manual
Chapter 3 Guest Check Functions
New Guest Checks 3-2 Chapter 3 - Guest Check Functions FS-3700 R4 Owner’s Manual
Chapter 3 - Guest Check Functions 3.1 New Guest Checks New Guest Checks 3.1.1 Guest Check Numbers Guest checks are assigned a check number by the system. Check numbers are 5 digits and begin with the terminal number from which it is entered. Checks from: Terminal 1 Terminal 2 . . . And so forth. 3.1.2 Begin with : 10001 20001 Start a New Check Guest checks are started one of two ways depending on the setting in Job Codes\Main - Auto Start Order.
New Check Prompts 3.2 Chapter 3 - Guest Check Functions New Check Prompts All checks are tracked by a system-assigned check number. In addition, other check information can be required and attached to the check. These options are table number, number of guests, order/tent number, and select customer. 3.2.1 Table Number A table number can be required for the Order Type by the REQ TABLE flag in the Order Type Setup. The Order Type of the check is determined by the Job Code of the Employee logged in.
Chapter 3 - Guest Check Functions 3.2.2 New Check Prompts Index the table # and press ENTER on the keypad. Guest Count A guest count can be required for the Order Type by the REQ GUEST CNT flag Order Type Setup. The Order Type is determined by the Job Code of the Employee logged in. This setting requires a guest count entry before the check is sent. An additional setting, PROMPT # GUEST in Order Type Setup, can require a guest count entry before a menu item is entered.
New Check Prompts 3.2.3 Chapter 3 - Guest Check Functions Index the number of guests and press ENTER on the keypad. Select Customer Select customer can be required for the Order Type by the PROMPT SEL CUST flag in Order Type Setup. This setting requires that a customer must be selected from the database or that a new customer must be inputted. Refer to the FS-3700 R4 Delivery Module Owner’s Guide for more details on the Select Customer prompt. 3.2.
Chapter 3 - Guest Check Functions New Check Prompts When an Order Number is required for a check, a prompt will automatically display when the service round is completed. Procedure 1. Enter menu items on to the check. 2. End the service round by pressing [TOTAL], [PRINT CHECK] or a [MEDIA] key. 3. A window displays prompting: Enter order number 4. Index the order number on the keypad and press ENTER. 5. The service round is completed.
New Check Prompts 3.2.6 Chapter 3 - Guest Check Functions Override Meal Period Meal Periods are set up by time for each day of the week in the Meal Period Setup table. The current setting can be overridden for the current check only or for all checks until the System Z report is done. The change can affect one terminal or all terminals. For One Check Only 1. Press a [MEAL PERIOD #] key which has been set for the Meal Period wanted for this check.
Chapter 3 - Guest Check Functions 3.2.7 New Check Prompts Add Guest Information An 18 character field can be added to a check using the Order Type Setup\Main PRMPT CUST INFO flag. The information entered is saved with the check. It prints on the remote kitchen slip and the guest receipt. When the check is recalled using [RECALL CHECK], the information entered displays on the check’s button instead of the check number. Procedure 1.
Entering Menu Items 3.3 Chapter 3 - Guest Check Functions Entering Menu Items Menu items can be entered after any new-check prompts have been satisfied. Screens may be organized by Menu Department, with a “main” order entry screen containing screen select buttons that display each menu item within that Department. An example would be a screen with buttons for Soup/Salads, Apps, Entrees, Desserts, and Beverages. 3.3.1 Preset Menu Item 1. Press the [MENU ITEM] key for the item wanted. 2.
Chapter 3 - Guest Check Functions 3.3.4 Entering Menu Items Open Priced Menu Item An open priced Menu Item is one that has the option in Menu Item Setup\Options 1 OPEN PRICE set. If the flag PREFIX PRICE is set to YES, the price is entered prior to entering the item. With PREFIX PRICE to Yes 1. Index the price for this item. 2. Press the [MENU ITEM] key for the Open Priced Menu Item. With PREFIX PRICE to No 1. Press the [MENU ITEM] key for the Open Priced Menu Item. 2.
Entering Menu Items 3.3.6 Chapter 3 - Guest Check Functions Enter Modifiers with Forced Display A modifier can only be entered on a check following a Menu Item. The number of items that may be entered from a modifier screen is set in Menu Item Setup. Procedure 1. Press the [MENU ITEM] key for the item wanted. It is added to the check. 2. A list of modifiers displays. Press a key to choose a modifier. The modifier screen will clear according to its setting in the Menu Item’s programming.
Chapter 3 - Guest Check Functions 3.3.8 Entering Menu Items Enter Modifiers with Spell-It Instructions Spell-It Instructions are added to the check by entering a Menu Item with SPELL-IT INSTR set to YES. Procedure 1. Enter the Menu Item. A keyboard displays. 2. Type the message for the kitchen, up to 18 alphanumeric characters. The entry is added to the check as an item. 3. Press ENTER. 3.3.9 The entry will print on remote printers and display when the check is recalled.
Entering Menu Items Chapter 3 - Guest Check Functions With Seat Select [SEAT SELECT] presets seat numbers on the screen. Each preset key is programmed with a specific seat number. Procedure 1. Press [SEAT SELECT #]. 2. Enter menu item(s). 3. Continue until all items are entered. Change Seat Number Procedure 1. Enter items, assigning seat numbers as each is entered, or enter all items with the default seat number of 1. 2. Touch the line of a Menu Item. 3. Press [CHANGE SEAT]. 4.
Chapter 3 - Guest Check Functions Entering Menu Items 3.3.10 Enter by Menu Item Size Menu Item Size Levels are used for ordering Menu Items, such as soft drinks, which come in different sizes. Two ways to enter a different size menu item: Press the [MENU ITEM SIZE #] key prior to the first modifier item in order to change its size level. Example: [MENU ITEM SIZE 2] then [F.FRIES]. Press a preset menu item of a certain size.
Check Corrections before Sending 3.4 Chapter 3 - Guest Check Functions Check Corrections before Sending 3.4.1 Remove Items from Checks Remove Last Item 1. Enter menu items. 2. Press [LAST ITEM VOID]. 3. The menu item is removed from the check. Remove One or More Items There are two items in the Function Setup table that controls the security level for the [VOID] key. Function #95 – Void Current Round Function #96 – Void Prior Round 1.
Chapter 3 - Guest Check Functions 3.4.2 Check Corrections before Sending Add a Modifier This procedure adds an item whose Department is set to Special Instructions. Special Instructions are modifiers that can be entered but are not on the Item’s Forced Display. 1. Enter menu items with modifiers. 2. Press [CHANGE MODIFIER]. The screen display shows the guest check with command keys: EDIT, INSTR and DELETE. 3. Touch the modifier wanted to change. 4. Press INSTR.
Check Corrections before Sending 3.4.4 Chapter 3 - Guest Check Functions Replace a Modifier 1. Enter menu items with modifiers. 2. Press [CHANGE MODIFIER]. 3. Touch the modifier wanted to replace. 4. Press EDIT. The forced display from which the modifier was entered displays. 5. Select the correct modifier. 6. When done, press BACK to return to the check.
Chapter 3 - Guest Check Functions 3.4.5 Check Corrections before Sending End Service Round Ending the service round sends menu items to kitchen printers (if they have not already been printed) and clears the check from the screen. If the flag at Order Type Setup\Main, STORE OPEN CHECK is NO, the service round can only be finalized by tendering the check with a [MEDIA] key. Procedure 1. Enter all items for this service round. 2. Complete any required prompts (i.e. Table #, # Guest, Order #). 3.
Recall a Check 3.5 Chapter 3 - Guest Check Functions Recall a Check The RECALL OTHER CHECK field in Job Code Setup\Options can be set to allow employees such as cashiers to recall checks entered by other employees. Recall Mode Terminal Terminal Setup\Flags, Recall at Login = YES This should be used only when the server is responsible for recalling and tendering checks started by other servers. Example: The server is the cashier for a dual drive-thru.
Chapter 3 - Guest Check Functions 3.5.2 Recall a Check By Table Number Using the Number Pad 1. Using the number pad, index the table number. 2. Press [RECALL TABLE]. Using List of Open Checks 1. Press [RECALL TABLE]. 2. A list of all open checks accessible by this server displays. 3. Press the key of the table wanted to recall. If the table has separate checks a list of each check will display. Press the key of the separate check wanted. Using a Table Selector Key 1.
Recall a Check 3.5.4 Chapter 3 - Guest Check Functions Recall Table with Separate Checks 1. Use either the number pad or the list of checks to recall the table. 2. List of separate check numbers display. 3. Touch the button of the check wanted. 3.5.5 Recall with a Bar Code Scanner If the workstation is connected to a bar code scanner and bar codes are being printed on the guest checks, scan the guest check. 3.5.
Chapter 3 - Guest Check Functions 3.6 Split a Check Split a Check Only items that have been sent can be split to separate checks. 3.6.1 Split by Item Procedure 1. Recall the check. 2. Press [SPLIT BY ITEM]. 3. Screen prompts: Enter number of checks 4. Index the number of new checks to create from this check and press ENTER. A screen displays with a check window for the number of new checks entered. Use the scroll bar if necessary to view all check windows. 5.
Split a Check 3.6.2 Chapter 3 - Guest Check Functions Split by Seat Number To split checks into separate checks using [SEAT NUMBER] requires the option System Setup\Check Options 1, Use Seat Number to be set YES. Procedure 1. Recall the check. If seat numbers were not entered prior to sending the check (i.e. all items are assigned to seat #1), items can be reassigned using the [CHANGE SEAT] key (see procedure on page 3-14). 2. Press [SPLIT BY SEAT]. Screen prompts: Enter number of checks 3.
Chapter 3 - Guest Check Functions 3.6.3 Split a Check Split by Amount Procedure 1. Recall the check. 2. Press [SPLIT BY AMOUNT]. Screen prompts: Enter number of checks 3. Index the total number of checks to create from this check and press ENTER. 4. Prompt displays: Enter amount – Check 1 5. Index the amount for the first check and press ENTER. 6. Continue entering the amount for each check as prompted. When there is one check remaining, the system puts the balance on it (the last check). 7.
Transfer a Guest Check 3.7 Chapter 3 - Guest Check Functions Transfer a Guest Check 3.7.1 Transfer to a Server This procedure is done by the server who created the check. Procedure 1. Recall the check. Should be done by the server responsible for the check or a manager. 2. Press [TRNSFR CHK TO SVR]. 3. Screen displays a list of employees. Touch the employee name of the server who the check is being transferred TO. 4.
Chapter 3 - Guest Check Functions 3.7.2 Transfer a Guest Check Transfer from a Server This procedure is used by the new server, who takes the check from the server/bartender who created it. Procedure 1. Press [TRNSFR CHK FROM SVR]. 2. Screen prompts: Enter check number 3. Index the check number being picked up and press ENTER. 4. If the default Order Type for the new server requires a table number and the check does not have one assigned, screen prompts: Enter table number 5.
Combine Checks 3.8 Chapter 3 - Guest Check Functions Combine Checks 3.8.1 Combine Stored Checks This procedure combines two or more checks that have already been stored into one check. 1. Recall the first check. 2. Press [COMBINE CHECK]. 3. Screen displays check numbers for this server’s checks. 4. Press the button of the check number to add to the current check. Items from the check number entered are added to the first check. 5.
Chapter 3 - Guest Check Functions 3.8.3 Combine Checks Add to Stored Check by Order Type This procedure is identical to using [ADD TO CHECK] except it restricts the choices to the server’s open checks of a certain Order Type. The current check must be new (in the first service round). 1. Enter items for a new check. 2. Press [ADD TO CHK OT#]. 3. Screen displays check numbers for this server’s checks. 4. Press the button of the check number that the current check will be combined with.
Combine Checks 3.8.5 Chapter 3 - Guest Check Functions Combine Stored Checks to One Table This procedure is identical to using [ADD TO TABLE] except it depends on how the option in System Setup\Check Options 1, ONE CHK PER TBL is set. YES will add items from both checks to the resulting check. NO will add a separate check to the table number. ONE CHK PER TBL set to NO 1. Enter items for a new check or recall a stored check. 2.
Chapter 3 - Guest Check Functions 3.9 Check Adjustments Check Adjustments 3.9.1 Void Items on Stored Checks Remove Single Items The same procedure is used to void items before or after sending. After a menu item has been sent/stored and the check recalled, the [VOID] key can only be used according to the security level set in the Function Setup table for Void, Void Current Round, and Void Prior Round. 1. Recall the check. 2. Touch the item(s) to be removed from the check.
Check Adjustments 3.9.2 Chapter 3 - Guest Check Functions Add a Discount or Surcharge Notes Dollar or Percent Discount Tax Status For a discount to apply to a menu item, the discount must be set to the same tax status as the menu item. A menu item’s tax status is set by its Department and the Order Type under which the check is entered.
Chapter 3 - Guest Check Functions Automatic Discount Check Adjustments A discount can also be linked to a Media type so it is automatically entered on a check when the check is tendered. This is set using Media Setup\Main, Discount Link. Enter a Discount A discount can be entered on a check using a preset [DISCOUNT] key. A discount can also be entered by indexing the Discount I.D. number then pressing the [DISCOUNT NLU] key.
Check Adjustments Chapter 3 - Guest Check Functions Discount for Recipient This procedure is commonly used for Employee Meal discounts. The RECIPIENT field in the Discount table is used to prompt the server for an I.D. number, and the CHK RECIP ID field is used to check the Employee Setup table for a valid I.D. number. Procedure 1. Enter item(s) to the check. 2. Press the [DISCOUNT] key programmed for Recipient, or press [DISCOUNT NLU] then touch the discount wanted. 3.
Chapter 3 - Guest Check Functions 3.9.3 Check Adjustments Exempt Tax from a Check Additional menu items cannot be added to a check after using a tax exempt key. Procedure 1. Enter item(s) or recall the check. 2. To exempt tax: Press [TAX EXEMPT] to remove all tax from the check. Press a [TAX EXEMPT #] to remove a specific tax rate (1 through 8) from the check. 3. End the service round by pressing [TOTAL], [MEDIA] or [PRINT CHECK].
Check Adjustments 3.9.4 Chapter 3 - Guest Check Functions Add a Tip A tip can also be entered when the check is tendered by defaulting an over tender entry to the tip amount. This is set in Media Setup, POST TO TIP. It can be applied to either charge or cash checks. Auto Gratuity This feature automatically enters a gratuity as items are put on the check. The Auto Gratuity feature is set using the AUTO GRAT GSTS field in the Order Type Setup\Options 2.
Chapter 3 - Guest Check Functions Check Adjustments Add Cash or Charge Tip The default tip percentage is set in the TIP field of System Setup\Gratuity. Procedure 1. Enter item(s) or recall the check. 2. Press the [CASH TIP] or [CHARGE TIP] key. 3. Screen prompts: Enter tip Note that the default tip amount for the check is already entered in the prompt screen. 4. Press ENTER to accept the default amount or index a new amount then press ENTER. 5.
Tender the Check Chapter 3 - Guest Check Functions 3.10 Tender the Check An Amount Tendered can be entered prior to pressing a preset [MEDIA] key. If an amount tendered is not entered prior to pressing a preset [MEDIA] key, operations are determined by the settings of Media Setup\Options, SPEED TENDER and PAY IN FULL. Speed Tender Pay In Full YES YES Amount of transaction. YES NO The default DENOMINATION setting.
Chapter 3 - Guest Check Functions Tender the Check 3.10.1 Tender a Check with Preset Key 1. Enter item(s) or recall the check. 2. Index the amount tendered. 3. Press the [MEDIA] key for the media type used. Press ENTER if needed for the media type. Change due displays on the screen. 3.10.2 Tender with Tip Entry 1. Enter item(s) or recall the check. 2. Index the amount of the tip received and press [CASH TIP] or [CHARGE TIP]. 3. Press the [MEDIA] key. 3.10.
Tender the Check Chapter 3 - Guest Check Functions 3.10.5 Partial Tender This feature enables tendering part of the check but keeps the check open. Two options are used: The PAY IN FULL flag in Media Setup\Options must be set to NO. Procedure 1. Enter item(s) or recall the check. 2. Index the amount tendered for the partial payment, press the [MEDIA] key. The check remains on the screen. 3. Press [PRINT CHECK] or [TOTAL] to end the service round. 3.10.
Chapter 3 - Guest Check Functions Tender the Check 3.10.7 Tender with [MEDIA NLU] See the chart on page 3-38 for how the SPEED TENDER and PAY IN FULL options work since the amount tendered cannot be entered prior to selecting the pay type with the [MEDIA NLU] key. Procedure 1. Enter item(s) or recall the check. 2. Press [MEDIA NLU]. 3. Touch the media type wanted. If SPEED TENDER is NO, screen prompts: Enter amount: 4. Index the amount and press ENTER. 3.10.
Enter a Refund Check Chapter 3 - Guest Check Functions 4. Index the amount received in this media including the amount of the tip. 5. Press ENTER. 6. Repeat until the check is paid out. 3.11 Enter a Refund Check This function creates a “negative” check. Items entered are subtracted from reports. This function can also be used to refund individual items from a check. Procedure 1. Login the server who rang the original items. 2. Press [REFUND]. A Refund check is started. All values will be negative.
Chapter 4 Functions Outside of a Sale
Finished Product Waste 4-2 Chapter 4 - Functions Outside of a Sale FS-3700 R4 Owner’s Manual
Chapter 4 - Functions Outside of a Sale 4.1 Finished Product Waste Finished Product Waste This is an inventory function. Items entered in this transaction type will update the waste totals. This procedure is used when an item is entered on a check and prepared, but then voided from the check. It is used so the raw products of the menu items can be subtracted from inventory totals. Procedure 1. Press [FINISHED PROD WAS] (#1 through #8). 2.
Loan and Pickup 4.2 Chapter 4 - Functions Outside of a Sale Loan and Pickup A Loan adds an amount to the Employee and to the Terminal’s Media Report. The ALLOW BANK LOAN field in Job Code Setup\Options allows the employee to receive a Bank Loan. The function can be set to prompt automatically when the employee logs into the system with the REQUIRE LOAN option in the Job Code Setup\Options.
Chapter 4 - Functions Outside of a Sale 4.2.2 Loan and Pickup Pickup A Pickup subtracts an amount from the Employee and from the Terminal’s Media Report. The PRINT LPU CHIT option in System Setup\Options 2 can be set so a receipt is printed with each Loan or Pickup. The PRMPT P/U INFO option in System Setup\Options 2 can be set to prompt for a 20-character line of information. Procedure 1. Press [PICKUP]. 2. If prompted, index a manager I.D. number and press ENTER.
Price Changes 4.3 Chapter 4 - Functions Outside of a Sale Paid In / Paid Out 4.3.1 Paid Out Up to five Paid Out keys can be used to record cash taken out of the drawer outside of a sale. Procedure 1. Index [PAID OUT #]. 2. Screen prompts: Enter amount 3. Index amount of the cash being taken out of the drawer and press ENTER. 4. Screen displays amount entered and prompts YES or NO to confirm the amount. 5. Press YES to confirm the amount. 6. Receipt prints on the report printer. 4.3.
Chapter 4 - Functions Outside of a Sale 4.4 Price Changes Price Changes This function changes the price of a Menu Item. Procedure 1. Press [CHANGE PRICES]. 2. The Prices page of the Menu Item Setup Table displays. 3. Select the menu items wanted. Options for finding a menu item are: JUMP Index the menu item I.D. number and press ENTER. SELECT List of Departments display. Press ID to list the department in ID order or DESCRIPTION to list the departments in alphabetical order.
Timekeeping 4.5 Chapter 4 - Functions Outside of a Sale Tip Payout Procedure 1. Press [TIP PAYOUT]. 2. If prompted, index a manager I.D. number and press ENTER. 3. Screen prompts: Select Employee 4. Index the I.D. number of the employee receiving the tip. 5. Screen prompts: Enter Amount 6. Index the amount of the tip payout and press ENTER. 7. Receipt prints on the receipt printer. 8. The amount is recorded in the Tip Payout field of the employee’s Financial Report.
Chapter 4 - Functions Outside of a Sale 4.6 Timekeeping Timekeeping After a change is made to a record, a slip prints with the Employee’s name, the Job Code changes and a signature line. The item that was changed will display with an asterisk and the end of the information. 4.6.1 Edit Timecards 1. Press [EDIT TIMECARDS] A list of employees displays on the left side of the screen. 2. Select the employee. The employee’s current shifts display on the right side of the screen. 3.
Timekeeping Chapter 4 - Functions Outside of a Sale Change a Job Code 1. Press JOB CODE. A list of the employee’s assigned Job Codes Display. 2. Touch the correct Job Code for the shift. Change a Clock In Date/Time 1. Press CLOCK IN. 2. A prompt for the date displays. Enter the new date, or press ENTER to use the default date displayed. 3. A prompt for the time displays. Enter the time for the Clock In using military time. Change a Clock Out Date/Time 1. Press CLOCK OUT. 2.
Chapter 4 - Functions Outside of a Sale 4.6.2 Timekeeping Edit Payroll Totals This function is used to change an Employee’s Cash Tips, Charge Tips and Gross Receipts. 1. Press [EDIT PAYROLL TOTALS]. A list of employees displays on the left side of the screen. 2. Select the employee. 3. Select the Period to be changed, Daily, Weekly or Period. 4. Index the number for the Function to change.
Labor Schedule 4.7 Chapter 4 - Functions Outside of a Sale Labor Schedule Refer to the FS-3700 R4 Labor Schedule Owner’s Guide for detailed instructions on setting up and maintaining a Labor Schedule.
Chapter 4 - Functions Outside of a Sale FS-3700 R4 Owner’s Manual Labor Schedule 4-13
Chapter 5 Reports
Reports Overview 5-2 Chapter 5 - Reports FS-3700 R4 Owner’s Manual
Chapter 5 - Reports 5.1 Reports Overview Reports Overview The Reports menu is accessed by pressing the [Report Launcher] key. Menu Option Function Report Class Selects a type of report. See the next page for Report Class descriptions. Period 1, 2 or 3 Select a specific period for System Sales reports. Filter Selects a specific value for Revenue Center Sales, Terminal Sales and Employee Sales reports.
Reports Overview 5.1.1 Chapter 5 - Reports Report Class Descriptions Report Class System Sales Description Reports in this group include totals from the entire system. Weekly and Period-to-Date totals are also available for the Sales Mix, Department, Major Groups, Media, Financial and Sales Tax reports. Inventory reports are available if Inventory is being used. They are explained in the FS-3700 R4 Inventory Module Operations Guide.
Chapter 5 - Reports FS-3700 R4 Owner’s Manual Reports Overview 5-5
Reports Overview 5.1.
Chapter 5 - Reports Reports Overview Report Class Labor System Labor Report Clocked In Per1 Per 2 Per 3 Setup Tables Empl Listing Labor Summary Listing Detail Cur Week Schedule Current Schedule by Empl Current Schedule by Job Department Setup Discount Setup Employee Pay Employee Setup Employee Tips Hourly Labor Inventory Category Setup Inventory Setup Job Code Labor Labor X Labor Z Major Group Meal
Reports Overview 5.1.3 Report Balancing Notes Menu Item Sales [Report Launcher] key Keys for a specific report can be assigned to the touch screens. Press the preset key to print the report. Report Number Look up (NLU) Key 5-8 All reports are available from the [Report Launcher] key. Preset Keys Amounts of checks left open during a Reset are included on the next day’s reports and are labeled “Carried Over”.
Chapter 5 - Reports 5.1.5 Reports Overview Report Sample Formats The following pages show details of each report option. The table beneath each report title indicates if the report is included in System, Revenue, Terminal and/or Employee totals. The reports shown are samples and do not all balance with each other. Any extra notes included for a particular line is right justified close to that line in the report.
Open Check Report 5.2 Chapter 5 - Reports Open Check Report Revenue Center System Terminal Employee The Open Check Report is a summary of the open checks in the system. An open check is one that has been stored in the system, but has not yet been paid.
Chapter 5 - Reports 5.3 Closed Check Report Closed Check Report System Revenue Center Terminal Employee The Closed Check Report is a summary of checks that have been paid out. ---------------------------------------1/22/07 11:08pm 001 SYS CLOSED CHK From 1/22/07 0:35 To 1/22/07 23:08 Atlanta GA - TEC Diner ---------------------------------------- 010001 010002 010005 010006 010007 010008 010011 0003 2:00 0003 2:03 0009 3:19 0001 3:44 0001 3:45 0009 4:32 0003 23:04 Total 0.
Hour Productivity Report 5.4 Chapter 5 - Reports Hour Productivity Report System Revenue Center Terminal Employee The Hourly Productivity Report provides a sales breakdown by times of day. Subtotals are provided by Meal Period. ---------------------------------------1/25/07 11:53am 001 HOURLY PROD From 1/25/07 9:00 To 1/25/07 11:53 Atlanta GA - TEC Diner ---------------------------------------- 09-10 10-11 3 2 18.66 34.52 29.27 % 54.14 % Breakfast 5 53.18 83.41 % Total 6 63.
Chapter 5 - Reports 5.5 Half Hour Productivity Report Half Hour Productivity Report System Revenue Center Terminal Employee The Half Hourly Productivity Report provides a sales breakdown by times of day. Subtotals are provided by Meal Period. ---------------------------------------1/25/07 11:54am 001 HALF HOUR PROD From 1/25/07 9:00 To 1/25/07 11:54 Atlanta GA - TEC Diner ---------------------------------------- 09-10 :30 :60 3 0 3 18.66 0.00 18.66 29.27 % 0.00 % 100.
Quarter Hour Productivity Report 5.6 Chapter 5 - Reports Quarter Hour Productivity Report System Revenue Center Terminal Employee The Half Hourly Productivity Report provides a sales breakdown by times of day. Subtotals are provided by Meal Period. ---------------------------------------1/25/07 11:54am 001 QTR HOUR PROD From 1/25/07 9:00 To 1/25/07 11:54 Atlanta GA - TEC Diner ---------------------------------------- 09-10 :15 :30 :45 :60 3 0 0 2 1 18.66 0.00 0.00 9.28 9.38 29.27 0.
Chapter 5 - Reports 5.7 Sales Mix Report Sales Mix Report System Revenue Center Terminal Employee The Sales Mix Report gives a breakdown of Menu Items sold for the period. Menu Items are the first level of the Menu file. The Menu is structured so Menu Items are grouped into Departments, and Departments are grouped into Major Groups. Only items with the Track System Sales option set in the Menu Setup table will be detailed.
Sales Mix Report Chapter 5 - Reports Total #SOLD Gross Rev Item Disc Discounts Net Sales 49 Total # Sold includes all items regardless of System Tracking option. 95.67 2.00Item Discounts = Applied to a specific menu item. Discounts = Applied to the subtotal of a check. 7.5386.14 Sales Mix Report Items Item - This line contains the record number of the Menu Item and the item’s name. The Menu Item report includes the average selling price of the total number of items sold.
Chapter 5 - Reports 5.8 Department Sales Department Sales The Department report summarizes all Menu Item sales by Departments. All menu items sold for the period are included in the Department report. The Total # Sold includes non-priced items only if the Track System Sales option is set in the Department Setup table. Departments are the second level of the Menu file. The Menu is structured so Menu Items are grouped into Departments, and Departments are grouped into Major Groups.
Department Sales Chapter 5 - Reports Department Report Items Departments - This line contains the record number of the Department and its name. The price is the average selling price of each Menu Item sold of that Department. # Sold - The number of Menu Items sold in the Department, and the number sold as a percent of total items sold for the period. Gross Revenue - The amount of revenue generated by each Department, and the revenue for the Department as a percent of total.
Chapter 5 - Reports 5.9 Major Groups – Menu Item Sales Major Groups – Menu Item Sales The Department report summarizes all Menu Items sales by Major Groups. All menu items sold for the period are included in the Major Group report. The Total # Sold includes non-priced items only if the Track System Sales option is set in the Major Group’s Department Setup table. Major Groups are the highest level of the Menu file.
Major Groups – Menu Item Sales Chapter 5 - Reports Major Group Report Items Major Groups - This line contains the record number of the Major Group and its name. The price is the average selling price of each Menu Item sold of that Major Group. # Sold - The number of Menu Items sold of the Major Group, and the number sold as a percent of total items sold for the period. Gross Revenue - The amount of revenue generated by each Major Group, and the revenue for the Major Group as a percent of total.
Chapter 5 - Reports System Voids Report 5.10 System Voids Report Revenue Center System Terminal Employee The System Voids Report is a log of all voids that occurred during the business day. Voids are created any time an item is removed from an unpaid check that was entered in a previous service round. The report lists voids plus a total by approving manager.
Refund Report Chapter 5 - Reports 5.11 Refund Report Revenue Center System Terminal Employee The Refund Report is a log of all refunds that occurred during the business day. Refunds are created when a check is started with [REFUND], creating a check with negative values. The report lists refunds by approving manager and gives totals for each manager as well as a total of all Refunds.
Chapter 5 - Reports Financial Report 5.12 Financial Report Revenue Center System Terminal Employee ---------------------------------------1/22/07 11:20pm 001 SYS FINANCIAL From 1/22/07 0:35 To 1/22/07 23:20 Atlanta GA - TEC Diner ---------------------------------------Readings - Non-resettable totals maintained by each POS Terminal. This section prints if the USE NRGT option in System Setup is set. These fields do not appear on the Employee Financial Report. Readings Opening Closing 0.
Financial Report Eat-In Tcks/Avg Tck Gsts/Avg Chk Avg Trn Time Total Tcks/Avg Tck Gsts/Avg Chk Avg Trn Time Chapter 5 - Reports Statistics for each Order Type. 44.03 7 6.29 7 6.29 0.41 Check/Guest averages are Net Sales # of Checks. Average Transaction Times are minutes all checks are opened # of Checks 44.03 7 6.29 7 6.29 0.41 Balance - This section contains a method of balancing the readings adjustment to the system's reported Gross Sales.
Chapter 5 - Reports Financial Report Media - This section of the Financial Report contains media balancing totals to be reconciled with deposits and cash drawers. Media Cash Check 7 3 Total 55.25 20.96 ---------76.21 72.50 % 27.50 % The number of times this media was used. The Total amount collected of this media. Each media’s percentage of Total Media collected. Cash Tips Charge Tips Declared Tips 0.00 0.00 .00 Tips included in checks with [Cash Tips].
Financial Report Chapter 5 - Reports Discounts - Summary of the discounts applied for the period. Discounts 50% Ticket $ Ticket Di $ Item Disc 1 1 2 Total 6.53- 68.52 % 1.00- 10.49 % 2.00- 20.99 % ---------9.53- Number of each discount used on checks. Total amount subtracted from checks for each discount. Each discount’s percentage of the Total Discount $ amount. Sales Mix – Major Groups and Department summaries of Menu Item sales.
Chapter 5 - Reports Financial Report Open Checks Discounts 42.117.53---------46.03 Total Functions – Summarizes the use of functions that are flagged to track usage (Track System for the System, Revenue Center, and Terminal reports and Track Employee for the Employee report) defined in the Function Setup table. Functions Program Mode Void 2 3 5.29 The number of times each Function is used and $ amounts where appropriate.
Customer Summary Report Chapter 5 - Reports 5.13 Customer Summary Report System Revenue Center Terminal Employee The Customer Summary Report lists Net Sales and check averages by Meal Period. ---------------------------------------1/22/07 11:10pm 001 CUST SUMMARY From 1/22/07 0:35 To 1/22/07 23:10 Atlanta GA - TEC Diner ---------------------------------------Breakfast 65.40 Tcks/Avg Tck 8 8.18 Gsts/Avg Chk 8 8.18 Lunch Tcks/Avg Tck Gsts/Avg Chk Total Tcks/Avg Tck Gsts/Avg Chk 4 4 20.74 5.19 5.
Chapter 5 - Reports Media Report 5.14 Media Report System Revenue Center Terminal Employee This report details the totals for each different media type by Server. Totals for CASH include any loans and pick-ups that were recorded by the system.
Loan/Pickup Report Chapter 5 - Reports 5.15 Loan/Pickup Report System Revenue Center Terminal Employee This report is a log of the bank loans and pick-ups that occurred on the system. The Net amount of this report is included in the CASH amount on the Financial and Media Reports.
Chapter 5 - Reports Sales Tax Report 5.16 Sales Tax Report System Revenue Center Terminal Employee The Sales Tax Report summarizes the sales and sales tax collected for each tax table. Sales tax for inclusive tax tables is computed as a percent of sales posted to the tax table. ---------------------------------------1/22/07 11:13pm 001 SYS SALES TAX From 1/22/07 0:35 To 1/22/07 23:13 Atlanta GA - TEC Diner ---------------------------------------Tax 1 Taxable 44.03 Non-Taxable 0.
Charge Account Balance Report Chapter 5 - Reports 5.17 Charge Account Balance Report System Revenue Center Terminal Employee The Charge Account Balance Report is used to report house account charges. This report is updated when a check is tendered with a media that is set with the CHARGE ACCT option in Media Setup\Options. Accounts are created in the Charge Account Setup table.
Chapter 5 - Reports Discount Recipient Report 5.18 Discount Recipient Report Revenue Center System Terminal Employee The Discount Recipient Report details the use of discounts given to employees, managers, and corporate personnel. Discounts programmed with the RECIPIENT option set will be included on this report, sorted by the person receiving the discount.
X Report Chapter 5 - Reports 5.19 X Report System Revenue Center Terminal Employee The X Report allows a pre-defined sequence of reports to be printed with a single command, without clearing any totals. The reports that are included with a X Report for each Report Class are set in Report Setup\X Report. 5.20 Z Report System Revenue Center Terminal Employee The Z Report allows an employee to print a pre-defined sequence of reports with a single command.
Chapter 5 - Reports Z Report 5.20.1 Programming Options for Z Reports The following table lists programming options that affect Z Reports. Refer to the Programming Manual for more explanations. Table TAB Option Description Report Setup Z Report Reports to include in each Z.
