At the completion of the training, Customers should have a reasonable knowledge of the following topics. Print this out and have it signed by the Customer when the training is complete.
|
SwiftPOS Touch Training Checklist |
|||
|
Account/Customer/Member Features |
|
Trained |
Not Used |
|
Used to charge the partial/full sale amount to a Customer/Member's Account. |
🞏 |
🞏 |
|
|
Used to make Payments / Top Ups into a Customer/Member's Account. |
🞏 |
🞏 |
|
|
Used to display the current status of a Customer/Member's Account. |
🞏 |
🞏 |
|
|
Used to apply Discounts, Loyalty Rewards and Purchase Restrictions over multiple sale transactions. |
🞏 |
🞏 |
|
|
Used to either assign a Sale Transaction, Phone Order or Table/TAB to a specific Customer/Member OR search for a Customer/Member. |
🞏 |
🞏 |
|
|
Used to add/edit Customer/Member details. |
🞏 |
🞏 |
|
|
Used to make Payments / Top Ups into a Customer/Member's Accounts or Charge purchases to a Customer/Member's Accounts. |
🞏 |
🞏 |
|
|
Used to charge the partial/full sale amount to a Customer/Member's Account. |
🞏 |
🞏 |
|
|
Used to create a Lay-by. |
🞏 |
🞏 |
|
|
Used to open an existing Lay-by. |
🞏 |
🞏 |
|
|
Used to Receipt Customer/Member Fees. |
🞏 |
🞏 |
|
|
Use to print out the Tax Invoice for a selected Customer/Member account |
🞏 |
🞏 |
|
|
|
|
|
|
|
Clerks/Staff Features |
|
Trained |
Not Used |
|
Used to enable Clerks/Staff to log In/Off to the SwiftPOS Touch terminal. |
🞏 |
🞏 |
|
|
Used to enable staff to record Shift Clock In/Out times and record Break Start/End times. |
🞏 |
🞏 |
|
|
Used to improve sales operation performance at busy sites, by removing the need for Clerks/Staff to Log In/Off via the Clerk Login screen. |
🞏 |
🞏 |
|
|
Setting up security access |
🞏 |
🞏 |
|
|
|
|
|
|
|
Peripheral Features |
|
Trained |
Not Used |
|
Used to design electronic Menu Boards, with the option of including Call Names/Numbers/Tables. It also allows the placement Product information onto the Menu Board. |
🞏 |
🞏 |
|
|
Allows the scheduling of Menus for different time intervals. |
🞏 |
🞏 |
|
|
Used to trigger a Pager to notify a Customer/Member that their order is ready. It also can be used to page a Duty Manager or request a Cash Drop. |
🞏 |
🞏 |
|
|
Used to create/maintain SwiftPOS Touch Peripherals (such as Printers). |
🞏 |
🞏 |
|
|
|
|
|
|
|
Phone/Web Order Features |
|
Trained |
Not Used |
|
Used to finalise Phone and Web Orders that have already been paid. |
🞏 |
🞏 |
|
|
Used to take Phone/Web Orders. |
🞏 |
🞏 |
|
|
Used to view information on existing Orders. |
🞏 |
🞏 |
|
|
Used to set the Order Type text (for example, Eat In, Take Away, etc) to print on Order, Kitchen and Floor dockets. |
🞏 |
🞏 |
|
|
Used to save Phone/Web Orders. |
🞏 |
🞏 |
|
|
|
|
|
|
|
Print Features |
|
Trained |
Not Used |
|
Used by staff to change the Print Group for a items sold, thus allowing for example, entrees to be sold and Served as Mains. |
🞏 |
🞏 |
|
|
Used to delay the Kitchen Print, Floor Print and KVS printing of Table items (assigned to a Print Group, for a specified time (in minutes). |
🞏 |
🞏 |
|
|
Used to enable the printing of Kitchen Dockets when food/drink orders are taken. |
🞏 |
🞏 |
|
|
Used to generate KVS Reports. |
🞏 |
🞏 |
|
|
Used to reprint the last Receipt, print a Table/Guest Bill or print a Quote for items currently in the sales grid. It can also be used to print a Table/Guest Bill by seat#. |
🞏 |
🞏 |
|
|
Used to display the Reports menu to choose the printing of X/Z Reports. |
🞏 |
🞏 |
|
|
Used to toggle the Receipt On / Off switch to control the printing of Receipts. |
🞏 |
🞏 |
|
|
|
|
|
|
|
Product Features |
|
Trained |
Not Used |
|
Also known as Product countdown is used to notify Clerks/Staff when a certain Product has run out. It can also be used to flag a Product as out of stock. |
🞏 |
🞏 |
|
|
Linking of Instructional type Categories to Products thus enabling the prompting of further instructions. For example, the ordering of a Rump Steak 400g and then being prompted to specify Cooking Instructions (such as rare, medium, well done, etc), Sauces and Side Dishes, etc. |
🞏 |
🞏 |
|
|
Used to change the description of a Product. Originally designed for Chefs to change descriptions for Specials of the Day Products. |
🞏 |
🞏 |
|
|
Used to search for Products. Alternatively use the SwiftPOS Touch Search button. |
🞏 |
🞏 |
|
|
Provides the ability to sell Products quickly in multiple quantities/sizes and to also Up/Down size in hindsight. For example, Beer can be sold as a Pot, Schooner, Pint, Jug, etc. |
🞏 |
🞏 |
|
|
Used to invoke the Custom Price Changes Wizard which allows SwiftPOS Back Office price changes to be committed at the SwiftPOS Touch terminal. |
🞏 |
🞏 |
|
|
Used to query the prices for a selected Product. |
🞏 |
🞏 |
|
|
Used to assign Products to POS Keys. |
🞏 |
🞏 |
|
|
Used to change the Price Level of a sale item at the SwiftPOS Touch terminal. By default the Normal Price Level from the SwiftPOS Back Office will be used, however, using this feature, the Price Level used can be changed. |
🞏 |
🞏 |
|
|
Used to Schedule Price Level Changes. This can be useful for sites that charge a surcharge on Public Holidays and/or Weekends. |
🞏 |
🞏 |
|
|
Used to query the Notes for a selected Product. |
🞏 |
🞏 |
|
|
|
|
|
|
|
Sales Features |
|
Trained |
Not Used |
|
Used to activate a new Gift Card based on a Stored Value Voucher. |
🞏 |
🞏 |
|
|
Used to cancel an entire sale and record the value of the cancelled sale for SwiftPOS Back Office Audit Reporting. |
🞏 |
🞏 |
|
|
Used to enable the changing of an instruction associated with an item sold that is still currently in the sales grid (ie. the sale has not yet been finalised). |
🞏 |
🞏 |
|
|
Used to clear an item in the sale and if necessary enforce the entry of Reason Codes. |
🞏 |
🞏 |
|
|
Used to credit the next item selected and if necessary enforce the entry of Reason Codes. |
🞏 |
🞏 |
|
|
To allow for the available tender types setup in the SwiftPOS Back Office to be assigned to individual Keys |
🞏 |
🞏 |
|
|
Used to place the current sale on Hold and/or Recall a previously held sale. |
🞏 |
🞏 |
|
|
Used to change the current sell price of an item. |
🞏 |
🞏 |
|
|
Used to change the quantity sold of an item. NB. You can also use the [ - ] & [ + ] to change the quantity. |
🞏 |
🞏 |
|
|
Used as a means to open the Cash Drawer and to record that the Cash Drawer has been opened. Printing does not need to be enabled to use this feature but you must have a printer installed. |
🞏 |
🞏 |
|
|
Used to deposit (Paid In) / withdraw (Paid Out) petty cash at the SwiftPOS Touch till. |
🞏 |
🞏 |
|
|
Used to perform Cash Offs (Cash Declarations). |
🞏 |
🞏 |
|
|
Used to Refund selected sale items. |
🞏 |
🞏 |
|
|
Used to review up to 7 days worth of transactions at a SwiftPOS Touch terminal and also if necessary reprint anyone of them. |
🞏 |
🞏 |
|
|
Used to top up the value on a Stored Value Card/Gift Card. |
🞏 |
🞏 |
|
|
Used to Subtotal a sale in order to be able to apply a Discount |
🞏 |
🞏 |
|
|
Used to apply a Surcharge (Service Charge) to a sale. |
🞏 |
🞏 |
|
|
Used to record Tips and add them to a sale. |
🞏 |
🞏 |
|
|
|
|
|
|
|
Table/Bistro Table/TAB Features |
|
Trained |
Not Used |
|
Used to assign a sale to a Customer/Seat Number/Table Number/Pager Number/Tent Number/etc. Commonly used in Cafe/Bistro style Businesses. |
🞏 |
🞏 |
|
|
Used by floor staff to notify kitchen staff to start preparing the orders for the Print Group (Entrees/Mains/Desserts/etc) for which a Call Away for a specific table has been activated. |
🞏 |
🞏 |
|
|
Used to notify patrons (via Menu Boards) an order is ready. Used in conjunction with Menu Boards that have Call Items configured. |
🞏 |
🞏 |
|
|
Used to enable the changing of the Seat Number assigned to an item sold that is still currently in the sales grid (ie. the sale has not yet been finalised). |
🞏 |
🞏 |
|
|
Used to enter the number of customers that are seated at a Table. |
🞏 |
🞏 |
|
|
Allows a Table or TAB that has been approved with a prepaid limit to be finalised. |
🞏 |
🞏 |
|
|
Used to finalise a table that has previously been linked to a TAB to be finalised to the TAB. |
🞏 |
🞏 |
|
|
Used for the creation/design/maintenance of a Floor Plans for restaurants, cafes, hotels etc. It enables the positioning of Tables and assigning them numbers, as well as the option of having multiple Layouts to cater for Breakfast/Lunch and Dinner. For Floor Plan setup click here. |
🞏 |
🞏 |
|
|
Used to view and manage Tables. |
🞏 |
🞏 |
|
|
Used to reorder Table items. |
🞏 |
🞏 |
|
|
Used to manage the Reservations of Tables. Primarily designed for restaurants, it can also be used in cafe or any other venues that offer the Reservation of Tables. |
🞏 |
🞏 |
|
|
Used to allocate a Seat Number to the next items sold. |
🞏 |
🞏 |
|
|
Used to split Table bills/balances |
🞏 |
🞏 |
|
|
This key has a few different functions. Enter the table number and select the Table# POS Key to make a new table, then select the Table# POS Key again to save the table or alternatively you can select this key without entering numbers to bring up a list of current tables. |
🞏 |
🞏 |
|
|
Used to view/maintain information about a Table/TAB. |
🞏 |
🞏 |
|
|
Used to transfer items between tables. |
🞏 |
🞏 |
|
|
Used to transfer all items in a table to another tables. |
🞏 |
🞏 |
|
|
|
|
|
|
|
Voucher/Raffle/Discount Features |
|
Trained |
Not Used |
|
Used to setup and manage Barrel Draw Promotions aimed only at Customer/Members. |
🞏 |
🞏 |
|
|
Used to setup Combos. Combos enable the selling of a group of items for a set price. Combos can be up/down sized and items within a Combo can be either changed or up/down sized. |
🞏 |
🞏 |
|
|
Used to quickly and easily configure Discounts. Once configured they can be applied to Vouchers or a sale. Calculated Discount, Dollar Value, Percentage and Predefined Discount. |
🞏 |
🞏 |
|
|
Provides the option of defining set of Rules that can be applied to a range of Products to produce special pricing or print Vouchers. |
🞏 |
🞏 |
|
|
Used to quickly and easily configure Raffles. |
🞏 |
🞏 |
|
|
Used to apply a Surcharges (Service Charges) to a sale. For example, Restaurant Service Charges or Public Holidays Surcharges. |
🞏 |
🞏 |
|
|
used to link Value Added Services Products (such as Gift cards, MoneyGram, Phone Cards, Phone recharges, Trailer Hire, Vouchers, etc.) to Products in SwiftPOS Back Office. |
|
|
|
|
Used to issue a Voucher. |
🞏 |
🞏 |
|
|
Used to configure the Actions to be taken when a Voucher is redeemed. |
🞏 |
🞏 |
|
|
Used to manually enter/scan a Voucher to add to a sale. |
🞏 |
🞏 |
|
|
Use to view information relating to a Voucher |
🞏 |
🞏 |
|
|
Used to design the Layout of the Vouchers as they will appear to customers. |
🞏 |
🞏 |
|
|
Lists the Vouchers that have been issued. |
🞏 |
🞏 |
|
|
Used to configure the issue and redemption (trigger) parameters for new and existing Vouchers. |
🞏 |
🞏 |
|
|
Examples of Combos, Discounts, Mix n Match, Campaigns, Vouchers and other SwiftPOS Features |
🞏 |
🞏 |
|
|
|
|
|
|
|
Signed: _______________________________________________
Site Name: _____________________________________________
Date: ____________________________ |
|||
Related Topics
