Skip to main content

Getting Started

This section will help you get started quickly using the iQ-POS software. It is intended to offer a quick overview of the basic features of iQ-POS. For more information, see the help page for the specific item.

Installation​

To operate iQ-POS, a passcode provided by InnQuest Software is required. roomMaster and iQ-POS share information such as account codes and communicate with each other for features such as Bill to Room and End of Day. iQ-POS is networked in the same way as roomMaster.

It is recommended to run iQ-POS on a monitor running 1024x768 resolution with Small Fonts (the Windows default font setting). It can be run at a greater resolution for administrative duties (anything in Maintenance or End of Day), but the terminal screen is designed to be run at 1024x768 exactly. It can also be run at 800x600 resolution, but the Speed Key Feature would not be available.

All options in the Workstation Settings menu are stored on the workstation level. This means you will need to configure them on each computer you want to use iQ-POS. This includes the property information and passcode. The system does not allow you to run more than one copy of iQ-POS if it is not registered, so to enter in passcodes on new workstations, you will need to open iQ-POS on one computer at a time and put in the registration information on each one. Be sure that your property information is entered exactly as it appears on your invoice or it will not accept your registration.

Program Operation

Basic​

  • Adding items to orders - Log on to the iQ-POS terminal (if tracking server for each sale), press a category button, press an item. The item is added to the check/order.

  • Voiding items - Highlight the item in the check listing. Press the F5-Remove Item(s) button. The iQ-POS will prompt you for confirmation, press Yes. The item is voided.

  • Closing orders - Press the F9-Finish Sale button. Select the payment type. Enter the amount paid (if prompted), press Done. The check is closed.

Advanced​

  • Holding/Recalling orders - Ring an order as described above, but do not press Finish Sale. Instead, press F6-Hold/Recall. It asks you for an ID to hold the order with. Make it something unique to that guest, but easy to remember (such as table number). Press Hold/Send. The order is held. To recall that order, press F6-Hold/Recall and select the order from the list. The check is recalled.

  • Adding discounts - Ring an order as described above. Press the Other Functions button. Press Discounts and Coupons. Press a preset discount key or enter in the discount percentage and press OK. The discount is applied to existing items. Future items will not have the discount applied.

  • Transferring orders to another check or employee - Recall or ring an order as described above. Press Other Functions and select Combine with another Check or Transfer Check to Employee as appropriate. Enter the Hold ID or Server ID, respectively. The check is held under the new Hold ID or new server ID. To transfer a check to another employee, the check has to be held first.

  • Returning items purchased today - Open the iQ-POS terminal, press Other Functions, press Recall Closed Check, find the check number, click on it, the check is recalled. Void the item(s) off the check and press Finish Sale. If there is a refund due, you will be prompted for the refund payment screen. Enter the method of payment and give the customer back the money.

  • Returning items purchased on a prior day - Open the iQ-POS terminal, press Other Functions, press Add Special Item or Return. Enter the item number (or press the magnifying glass if you do not know it, you will be prompted). Enter the quantity returned, amount per item and press Return. If there is a refund due, you will be prompted for the refund payment screen. Enter the method of payment and give the customer back the money.

End of Day​

  • Reports must be run before End of Day.

  • End of Day must be run in iQ-POS before it is run in roomMaster. End of day should be run once a day.

  • Totals are entered on a desk folio that defaults as Point Of Sale to show iQ-POS sales in roomMaster.

Reports

Several reports are provided for you to track important numbers in iQ-POS. If you do not find the information there you can set up your own quick report.