Operating the POS Terminal
To open the iQ-POS Terminal screen press go to, Point of Sale > Point of Sale or Press F2 or Press Terminal in the icon bar.
Adding an item to the order
To add an item to the order - Press a Category button and select an Item. If there are required modifiers, the Modify Screen will appear. If you need to Modify the item, and there are Modifiers available, you can highlight the item in the list and press OK. If all the modifiers available for an item will not fit in the window, use the arrow buttons to scroll through the modifiers available. If there are attributes to the Modifier (Light.., Heavy..., Extra..., ...Toasted, etc.) you will be prompted to select one.
Menu Groups
Returns the user to the main categories display screen. After ringing an item, you will press this to select a new category. If there are more categories than will fit on a screen, you can scroll through them by pressing the left and right arrow buttons.
Current Items
Displays the items that are currently on the order on the buttons for a quick reorder. Press the Menu Groups button to return to the main category menu.
Modify Item
Displays all modifiers to an item, regardless of whether it is required or not.
Item Options
Select Item Options such as New Seat, Box to Go, Important Customer, Combine on Same Plate, Special Kitchen Message, etc. to attach to the item. For more information on splitting checks and seat options, see Item Options.
For Quick Serve Menus such as Gift Shops, Bars, Deli's etc; there is an option on the Terminal Window that will automatically return the user to the Menu Groups after selecting an item. This is turned on/off by clicking in the area above the category buttons at the top of the Terminal Window. When the option is on, the user will be alerted by a home icon POS Home upper right hand corner of the selection window.
Room Inquiry
Displays a list of desk folios and in house rooms with the guest's name and their pay type. The list is sorted by name by default, but can be sorted by room number by clicking on the Room at the top of the Room column. For security, the window will close automatically if no action is taken in 10 seconds. 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.
F3 - Other Functions
Current Order Options
Hold Order/Delay Items is used to delay orders or specific items from being sent to the kitchen printers.
Delay Entire Order Until... allows you to hold all items on the order a certain amount of time.
Delay Next Entered Items Until... allows you to hold certain items for a certain amount of time. Items entered after this option is pressed will be held for the time frame selected.
Hold puts the entire order on hold until it is manually released by the server.
Fire releases the entire order to be printed in the kitchen immediately, releasing any holds that may be in effect.
Discounts and Coupons allows you to modify all item prices by discount amount. For information on creating discounts, see Discounts/Coupons.
Add Special Item or Return allows you to add Special Items, complete price overrides and complete returns from previous day purchases.
Special Items - These are items that are not attached to a category and are not accessible from the category menu screen.
Overrides - Select the item and edit the price entered and press Purchase. The item will be added to the order at the overridden price.
Returns - To accept a return for an item purchased on a previous day, select the item being returned, and press Return. The item is entered on the order as a credit. Post a refund to the form of payment used to purchase the item to close the check.
Order Review is used to track journal information of a guest check i.e.; Current Owner/Server, Age of Order, Items Dropped and Recalled date/time.
Cancel Marking Delay Items allows items entered after selecting this option to drop immediately if the Delay Next Entered Items Until... has been selected previously. For example, for an order, an appetizer is entered, then Delay Next Entered Items Until... is selected for 5 minutes and two entree's are entered. They will not be dropped for five minutes, but another round of drinks needs to be entered that do not need to be delayed. Press Cancel Marking Delay Items and the drinks are entered to drop immediately.
Note: This feature will not cancel any previously entered delays on items. Use the Fire function to send drop items immediately to the kitchen.
Remove Taxes From Order removes all taxes from the order.
Reassign Line items is used to assign line items for a check to different employees for sales and commission tracking. For example, in a spa, it allows each item entered to be assigned to the employee who performed the service. This should not be used to change which server should receive a tip. Use the Gratuity/Tip Option to reassign a tip.
Note: To work correctly, the Do Not Combine Like Items option MUST be checked. If it is not, multiple items will appear on only one line in the Reassign Line items screen.
Send Options/No Make is used to reprint a check, either by course or including all items ordered, or cancel printing of a check (such as during employee training). See Send Options/ No Make for more information.
Transfer Check to Employee allows you to reassign a check to another employee.
Combine with Another Check allows you to combine checks.
Rename ID/Move Table allows you to reassign the Hold ID/Table ID of a check.
Change Guest Count allows you to change the number of guests on a check.
Closed Check and System Options
Recall Closed Check is used to recall previously settled check for reprinting or modification.
Move Buttons Around is used to arrange the Item buttons on the menu screen.
Employee Report/Options will print User Report, print Deposits Report (All or User), Declare and Process Tips, Declare Cash Tips, Paid Out 1, Paid Out 2.
Employee Directory brings up Employee Information screen.
Item and Printer Options gives you access to the Item and Printer Options.
Setup Options brings up the Configuration and Settings screen.
F4 - Payment/Print
Brings up the Pick Payment Type screen. Once the payment screen is brought up, you can then apply payments, print receipts, charge for tips, change the customer name or open the cash drawer.
Customer Name allows you to enter a guest name for a check. This works well in a bar environment to identify guests or in a take out environment to call out orders.
Customer name in the Premier Edition Only allows you to attach a guest profile from roomMaster to a guest check. Select the InHouse option from the prompt screen, then the room number. The charges will be attached to the guest profile. You can then use the ISQL function in roomMaster to write reports on guest purchases and patterns.
F5 - Remove Item(s)
Allows you to remove the highlighted item or all items from the order. Once this button is pressed, you will be prompted if you want the line highlighted to be removed, or if you want to remove all items. You must have void authority before items are removed. See the Employee Setup options for Void Authority rules. If the item being voided has dropped in the kitchen, you will also be prompted if you wish a VOID to be printed in the kitchen. Items using a Count-Down status will be returned back to inventory as well when voiding items. If Remove All is selected, you will be prompted to select a Void Reason. The Remove All option can be restricted to only Supervisors and Managers in Maintenance > Configuration and Settings > Workstation Settings > Options.
F6 - Hold/Recall
If there are items on the order, this button saves the order if the guest is not paying immediately (running a tab). You will be prompted for a HOLD ID. This hold ID should be something unique to that guest, such as a table number. Once the guest is ready to leave, you will use the Recall Order button to retrieve it for settlement.
There can only be one order held under a given hold ID at a time. Separate checks can either be created using seats from Item Options on the iQ-POS terminal screen or you might use the table number + a character such as 34A to create separate checks for a same table. See Split Options for more information on creating separate checks
Note: Do NOT use "T-" to begin table numbers (ie, T-23, T-104, T-1, etc...) the system uses T- as a designator for take out orders. You could experience undesired results if you begin table numbers with "T-". Just the table number or the table number followed by a letter is sufficient for a hold number.
If there are no items on order, this button displays all held orders for the active user ID. If the user is a supervisor, held orders for all servers will be displayed.
Floater (Only available when using Location Map) allows you to save a check for a customer who is not actually sitting at a seat or table. If a person wants to move from a Floater to a Table, or a Table to a Floater, simply use the Other Functions > Rename ID/ Move Table option.
F7 - LogOff User
Logs off the current user if there are no current items on order. If there are current items on the order you must either Hold the order or finish the sale.
Amount Totals
This section displays the SubTotal for all items entered, the Tax Total for the items, the Total Due from the customer and the amount tendered. These totals will change automatically as the items are entered and paid for.
To see more items entered on and order, press on the Amount Totals box. The order display box will expand to display more items, making it easier to confirm orders are entered accurately. To return the order display to its regular size, press Menu Groups.
F9 - Finish Sale
Use this button to post final tender for the guest. Once settled, the guest check is closed and can only be recalled by a Supervisor with the Recall Closed Check function in Other Functions.