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Global Settings

Maintenance > Configuration and Settings > Global Settings Tab

Terminal​

Global Other Function Settings - Allows you to globally disable functions included on the Other Functions window from the Terminal Screen. Selections made here override any employee settings.

Other Global Settings:​

Tip percentage is calculated on grand total including tax - Select this option to include tax in the amount used to calculate tips when tips are entered as a percentage of total sale.

Do not combine like items during order entry - Selecting this option will list multiple orders for the same item separately on the order.

Note: This option must be checked for the Reassign Line Items feature to work correctly.

Do not reconfirm to close check after final payment - When selected, the prompt to close the check and finish the sale is not displayed. The check is closed automatically once full payment is posted.

Declaring Tips Prior to Shift/Dayend Close - Use the drop down box to select whether tips need to be declared prior to closing a shift or running the dayend close process for iQ-POS. If tips are not declared for all closed checks, they cannot be declared in the next shift. The information required to declare tips for that time frame is removed when a shift change or dayend close is run.

  • Do not have to be declared - Selecting this option allows shift changes and dayend close to run regardless if tips have been declared.

  • Warn when not all declared - Selecting this option will cause a prompt message to appear advising the user not all tips have been declared, but will still allow the shift change or dayend close process to complete.

  • Require that all be declared - Selecting this option will not allow iQ-POS to complete a shift change or dayend close until all tips have been declared. It is recommended to use this option.

Accounts/Discounts​

Override Default Accounts and Paid Outs (All POS)​

iQ-POS defaults to using the same payment and refund account codes as roomMaster, but does give you the option to use different payment and refund account codes. Click the Override Accounts and Paid Outs button to begin.

Paid Outs and Cash - Select either one or two Paid Out accounts to use when paying out cash from the drawer.

Designated Cash Accounts for Tills - Select the Cash and Cash Refund accounts to be used for cash transactions.

note

Change Due and how it affects Gift Certificates and Travelers Checks​

If an account code is entered in the Cash Account field, and a payment is received greater than the check amount, the change due will be applied to this Designated Cash Account. If no account code is entered, the change due will be applied to the payment account being used. It is recommended to make sure this field has the cash account code so when items such as Gift Certificates and Travelers Checks are used greater than the check amount, that the change is applied to the cash account.

Payment Account Overrides - Enter the Payment and Refund Accounts to be used if you want to use account codes other than the automatic assignments of account codes 200-210 from roomMaster. The override account codes MUST be configured in roomMaster in Setup > Configuration > Guest Ledger > Account Codes first.

Note: For the Fast Cash option to function correctly, the account code for Cash must be entered in the first Payment Accounts field and the account code for Cash Refund should be entered in the first Refund Accounts field.

Use Above Override Accounts instead of automatic assignment - Check this box to use the account codes entered above for payments and refunds. Unchecked, the default payment and refund account codes in roomMaster will be used.

Override Outlet Accounts and Paid Outs (Specific by Outlet) Enterprise and Premier editions only​

Select this button to override the payment and refund account codes for a specific outlet. Highlight the outlet to be configured, press the Paid Outs and Override Accounts button and follow the same steps as above. Follow the same steps for each outlet that should be using payment and refund account codes other than the defaults or what is configured in Global Settings > Override Accounts and Paid Outs > Payment Account Overrides.

When using overridden accounts, make sure to enter the proper account codes to be used for payments and refunds in roomMaster in Setup > Configuration > Guest Ledger > Account Codes > Special Account Assignments. Enter the payment and refund account codes per outlet by highlighting the payment type, i.e. Visa, American Express, etc., and enter the account codes to use. If you are using different payment and refund account codes for each of your outlets, use the POS Outlet Specific option to enter the correct account codes.

Discounts and Coupons​

iQ-POS allows you to create as many custom discounts and coupons as you want. Click here for more information on configuring discounts and coupons

Voids​

Enter any Void reasons to be selected when voiding transactions. The employee's record must be authorized to void checks under Employee Information in order to void items after the receipt has been printed.

Background​

POS Skin Theme​

Skin Name - Choose a skin which best represents your establishment and works best on all workstations because of lighting. The Antique and Elegant skins work best in dark restaurants where there is less glare on the screen, while Modern and Contemporary work best in outside or well-lit environments. The skin selected in this location is used globally. The current themes are named posskin1.gif through posskin4.gif, located in the roomMaster directory. The custom themes are named posskin5.gif through posskin8.gif and are recommended to be no more than 150K in size. Use Microsoft Paintbrush or Macromedia Fireworks to edit/create the GIF file for the skins. This may be helpful to create a skin that shows a different language on the iQ-POS function buttons.

Set Categories to Suggested Font/Color - Clicking this button will change all Category buttons to the recommended font and color for the selected background.

Hide Restaurant background wallpaper - This hides the "Dining Room / InnQuest Software" picture on the main applications background.

POS Skin Theme(Workstation Level)​

Check Override on this Workstation only and select a different Skin Name to display a different skin for the selected workstation only. Checking Hide Restaurant background wallpaper in this section will remove the background on this workstation only.

Services​

Select the service you wish to display - When Display Service Menu (Dine In/Bar/Take Out) for each sale is selected in the Workstation Settings, the user will pick one of the selected service points at the beginning of each order. Check the box for the outlets to display on the service menu.

Note: The first service in the list should always be your restaurant or dine in service. The Prompt for room when Dine In status option on the Room Inquiry tab defaults to apply to this service regardless of the name. The Prompt for room when Room Service status applies to the fourth service automatically so it should always be your Room Service outlet, if you have one. If you only have a restaurant and room service, check the first and the fourth check boxes only, for all functions to work correctly.

You may also select whether to "Ignore All Taxes" by service. For example, a fountain drink in the restaurant is $1.99 + tax, whereas in the bar it is $1.00 no tax. This way, dining room orders can be taxable while take out orders can be non-taxable, as some states only tax food when consumed on property.

Ignore Pricing Overrides (Happy Hour) on Take Out and Room Service Orders - If you have set up Price Overrides on inventory items for different times of day (Breakfast, Lunch, Dinner, etc.), checking this option will cause the system to ignore this override pricing on Take Out and Room Service Orders.

Rename Services - Click this button to change the name of the services, customizing them to your property. This only changes the name of the button that appears on the Service Menu. It does not designate an outlet.

Room Inquiry​

Inquiry Fields​

The Room Inquiry tab allows you to add information to display when a room inquiry is done. Click Add Field and use the drop down box for Value to select the field to include. The Description field defaults to what is selected but can be edited. Add as many of the predetermined fields as you want. Use the Change and Delete buttons to modify or remove the selected field.

Clicking on the Room Inquiry button on the terminal screen or in the Payment and Print Options screen, displays a listing of desk folios and of guests in house, their room number and pay type. Highlight the guest name and click Select to view the additional inquiry fields. Desk folios can be hidden from the list by checking Hide Desk Folios from Lookup window under Maintenance > Configuration and Settings > Workstation Settings > Bill To Room.

Room Inquiry Options​

Prompt for room when Dine In status - With this option checked the system will display the room inquiry screen when selecting Dine In as the service class. Your Dine In/restaurant service should always be the first in your list of services. See Services above. This allows you to verify that the customer is really a guest in the hotel before entering the order.

Prompt for room when Room Service status - With this option checked the system will display the room inquiry screen when selecting Room Service as the service class. Room Service should always be the fourth service in your list of services. See Services above. This allows you to verify that the customer is really a guest in the hotel and confirm the room number to deliver to before entering the order.

Checking Then display guest inquiry screen will display the additional fields selected for the room number chosen. Unchecked, the terminal screen appears once a guest/room number is selected.

Dayend​

The dayend tab is where you configure the reports to automatically print to PDF during the iQ-POS dayend close. You can also choose to automatically forward the reports. How iQ-POS interfaces with roomMaster is also configured here.

Select Dayend Close Reports to AutoPrint - Click the button and the list of reports appears. Check the boxes for the reports to print automatically during the iQ-POS dayend close.

PDF Options (Uses roomMaster Dayend Close PDF Options)​

iQ-POS allows you to PDF all your dayend close reports using the PDF options configured in roomMaster under Setup > Configuration > Guest Ledger > Dayend Close Options > PDF Options tab.

Create PDF of all reports after Dayend Close - This is always enabled and will have a PDF of the iQ-POS dayend close reports created. The PDF for iQ-POS will be saved in the same location as the roomMaster PDF and named yourfilename_POShhmm.pdf where hhmm is the hour and minute the dayend close was completed. If multiple dayends are run in iQ-POS, the hour and minute makes it easy to locate the different dayend reports. If the Append audit date after file name option is selected in roomMaster, the iQ-POS PDF file name would be yourfilename_POShhmm_YYMMDD.pdf where YYMMDD is the audit date.

Email/FTP PDF document after creating(Uses Dayend Close Settings) - Select this option to send the PDF of the dayend close reports for iQ-POS to the same addresses configured in roomMaster. This is a great option for properties with centralized accounting.

Do not reset Check Number back to zero during Dayend Close (Serialize all Check Numbers) - During the Dayend End Close (roomMaster), the POS check numbers reset back to 1 for the new day. If you want the check numbers to continue (increase) from day to day to day, check this option. This will keep the POS check numbers increasing continually until they hit 999,999. Once they hit that number (1 million), it will automatically reset back to 1.

roomMaster Interface (Dayend Close Processing)​

Do not Post Dayend Close financials to roomMaster - Select this option if you do not want iQ-POS to post financial information to the roomMaster Point Of Sale Desk Folio during the iQ-POS Dayend Close. This could be used when the restaurant or outlet is leased or owned by a different company different than the hotel owners. Do not select this option without talking to an InnQuest Software Representative.

Run Standalone - roomMaster is not used - Select this option if you are running iQ-POS only and roomMaster is not used at all. When checked, the Audit Date is advanced during the iQ-POS dayend close instead of using the roomMaster audit date. The roomMaster audit date will also be advanced. Do not select this option without talking to an InnQuest Software Representative.

Note: The Bill to Room feature can still be used if either of theses options are selected, however it can create accounting issues and put roomMaster out of balance.