Touch Training Checklist

 

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

Account Charge

Used to charge the partial/full sale amount to a Customer/Member's Account.

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Account Payment

Used to make Payments / Top Ups into a Customer/Member's Account.

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Account Status

Used to display the current status of a Customer/Member's Account.

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Campaigns

Used to apply Discounts, Loyalty Rewards and Purchase Restrictions over multiple sale transactions.

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Customer

Used to either assign a Sale Transaction, Phone Order or Table/TAB to a specific Customer/Member OR search for a Customer/Member.

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Edit Customer Details

Used to add/edit Customer/Member details.

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ePurse Charge/ePurse Top Up

Used to make Payments / Top Ups into a Customer/Member's Accounts or Charge purchases to a Customer/Member's Accounts.

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Charge / Redemption

Used to charge the partial/full sale amount to a Customer/Member's Account.

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New Lay-by

Used to create a Lay-by.

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Open Lay-by

Used to open an existing Lay-by.

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Receipt Member

Used to Receipt Customer/Member Fees.

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Account Print Back

Use to print out the Tax Invoice for a selected Customer/Member account

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Clerks/Staff Features

 

Trained

Not Used

Clerk Log In/Off

Used to enable Clerks/Staff to log In/Off to the SwiftPOS Touch terminal.

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Clock In/Out

Used to enable staff to record Shift Clock In/Out times and record Break Start/End times.

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Fast Clerk

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.

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Security

Setting up security access

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Peripheral Features

 

Trained

Not Used

Menu Board Design

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.

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Menu Board Schedule

Allows the scheduling of Menus for different time intervals.

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Pager

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.

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Peripherals

Used to create/maintain SwiftPOS Touch Peripherals (such as Printers).

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Phone/Web Order Features

 

Trained

Not Used

Finalise Paid Order

Used to finalise Phone and Web Orders that have already been paid.

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New Order

Used to take Phone/Web Orders.

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Order Info

Used to view information on existing Orders.

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Order Type

Used to set the Order Type text (for example, Eat In, Take Away, etc) to print on Order, Kitchen and Floor dockets.

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Save Order

Used to save Phone/Web Orders.

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Print Features

 

Trained

Not Used

Alter/Change Print Group Operation

Used by staff to change the Print Group for a items sold, thus allowing for example, entrees to be sold and Served as Mains.

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Delay Print

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).

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Kitchen Print

Used to enable the printing of Kitchen Dockets when food/drink orders are taken.

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KVS Reports

Used to generate KVS Reports.

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Print Receipt

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#.

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Print Reports

Used to display the Reports menu to choose the printing of X/Z Reports.

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Receipt On / Off

Used to toggle the Receipt On / Off switch to control the printing of Receipts.

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Product Features

 

Trained

Not Used

Available Servings

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.

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Category Prompt

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.

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Description Change

Used to change the description of a Product. Originally designed for Chefs to change descriptions for Specials of the Day Products.

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Filtered Search

Used to search for Products. Alternatively use the SwiftPOS Touch Search button.

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Modifier/Change Modifier

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.

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Price Change 

Used to invoke the Custom Price Changes Wizard which allows SwiftPOS Back Office price changes to be committed at the SwiftPOS Touch terminal.

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Price Enquiry

Used to query the prices for a selected Product.

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Product POS Keys

Used to assign Products to POS Keys.

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Price Levels

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.

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Scheduled Price Levels

Used to Schedule Price Level Changes. This can be useful for sites that charge a surcharge on Public Holidays and/or Weekends.

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Show PLU Notes

Used to query the Notes for a selected Product.

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Sales Features

 

Trained

Not Used

Activate Gift Card

Used to activate a new Gift Card based on a Stored Value Voucher.

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Cancel Sale

Used to cancel an entire sale and record the value of the cancelled sale for SwiftPOS Back Office Audit Reporting.

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Change Instruction

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).

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Clear Item

Used to clear an item in the sale and if necessary enforce the entry of Reason Codes.

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Credit Item

Used to credit the next item selected and if necessary enforce the entry of Reason Codes.

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Finalise (Tender)

To allow for the available tender types setup in the SwiftPOS Back Office to be assigned to individual Keys

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Hold / Recall Sale

Used to place the current sale on Hold and/or Recall a previously held sale.

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Item Price

Used to change the current sell price of an item.

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Item Quantity

Used to change the quantity sold of an item. NB. You can also use the [ - ] & [ + ] to change the quantity.

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No Sale

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.

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Paid In/Out

Used to deposit (Paid In) / withdraw (Paid Out) petty cash at the SwiftPOS Touch till.

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Recall Declaration

Used to perform Cash Offs (Cash Declarations).

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Refund Mode

Used to Refund selected sale items.

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Review Transactions

Used to review up to 7 days worth of transactions at a SwiftPOS Touch terminal and also if necessary reprint anyone of them.

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Stored Value Top Up

Used to top up the value on a Stored Value Card/Gift Card.

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Subtotal

Used to Subtotal a sale in order to be able to apply a Discount

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Surcharge

Used to apply a Surcharge (Service Charge) to a sale.

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Tips

Used to record Tips and add them to a sale.

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Table/Bistro Table/TAB Features

 

Trained

Not Used

Booking Name

Used to assign a sale to a Customer/Seat Number/Table Number/Pager Number/Tent Number/etc. Commonly used in Cafe/Bistro style Businesses.

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Call Away

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.

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Call Order

Used to notify patrons (via Menu Boards) an order is ready. Used in conjunction with Menu Boards that have Call Items configured.

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Change Seat Number

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).

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Covers

Used to enter the number of customers that are seated at a Table.

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Finalise Prepaid

Allows a Table or TAB that has been approved with a prepaid limit to be finalised.

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Finalise to TAB

Used to finalise a table that has previously been linked to a TAB to be finalised to the TAB.

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Floor Plan Designer

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.

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Floor Plan Display

Used to view and manage Tables.

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Reorder Table Items

Used to reorder Table items.

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Reservations/Diary Reservation

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.

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Seat Number

Used to allocate a Seat Number to the next items sold.

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Split Bill

Used to split Table bills/balances

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Table# / Bistro Table / TAB

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.

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Table Info

Used to view/maintain information about a Table/TAB.

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Transfer Table Items

Used to transfer items between tables.

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Transfer a Table

Used to transfer all items in a table to another tables.

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Voucher/Raffle/Discount Features

 

Trained

Not Used

Barrel Promotions

Used to setup and manage Barrel Draw Promotions aimed only at Customer/Members.

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Combos

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.

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Discounts

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.

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Mix and Match

Provides the option of defining set of Rules that can be applied to a range of Products to produce special pricing or print Vouchers.

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Raffle Tickets

Used to quickly and easily configure Raffles.

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Surcharges

Used to apply a Surcharges (Service Charges) to a sale. For example, Restaurant Service Charges or Public Holidays Surcharges.

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Value Add Services

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.

 

 

Issue Voucher

Used to issue a Voucher.

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Voucher Actions

Used to configure the Actions to be taken when a Voucher is redeemed.

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Voucher Entry

Used to manually enter/scan a Voucher to add to a sale.

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Voucher Info

Use to view information relating to a Voucher

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Voucher Layouts

Used to design the Layout of the Vouchers as they will appear to customers.

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Voucher Ledger

Lists the Vouchers that have been issued.

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Voucher Parameters

Used to configure the issue and redemption (trigger) parameters for new and existing Vouchers.

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How To Examples

Examples of Combos, Discounts, Mix n Match, Campaigns, Vouchers and other SwiftPOS Features

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Signed: _______________________________________________

 

Site Name: _____________________________________________

 

Date: ____________________________

 


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