Manager & Owner Manual
Running the restaurant day to day: the back office, reports, payroll, menu changes, refunds and closing out.
Getting around
Get around the back officeSign in to the back office, find your way around its menu, and know which page holds which setting.The POS Manager screenOpen the Manager screen on a terminal and find reports, shift notes, the menu, employees and hardware without leaving the floor.
Menu
Add and edit menu itemsCreate items, set prices, kitchen names, printers, tax and modifier sets, and edit many items at once.Categories and departmentsUse Departments to organize the POS order screen and Categories to set tax for groups of items.ModifiersCreate the individual choices (like Ranch, Medium Rare or No Onions) that go into Modifier Sets.Modifier SetsGroup modifiers into sets, set their prices and limits, attach them to items, and build NO/ADD sets in one go.Pizza BuilderBuild pizza items in every size, with whole, half and quarter toppings and their prices, in one screen.Order typesSet up Dine In, Take Out, Pickup and other order types, and choose how each one behaves on the POS.Schedules and day partsSet weekly time windows for happy-hour prices and time-limited departments, and name the parts of your day.86 an item and change prices on the POSMark items out of stock, count down limited items, and change prices for good or for one order, right from the POS.
Floor & hardware
Design your table layoutDraw your dining room, bar and patio so the POS floor screen matches the real room.Set up terminalsName each POS terminal, pick its default order type and timeouts, and connect its receipt printer and card reader.Printers and kitchen screensAdd kitchen and bar printers and kitchen display screens, choose which items go where, and design your printed tickets.
Store settings
Payment typesChoose the tenders staff can take, who can use them, what prints, cash rounding, and your card merchant settings.Gratuities and surchargesSet the gratuity percentages staff can add to an order, and named surcharges for the Payment screen.Void reasonsSet the list of reasons staff must choose from whenever they void an item or an order.
Staff & payroll
Fix and add timeclock punchesSee who is clocked in, correct a missed or wrong punch, and add a shift someone forgot to clock.Run payrollSet up your pay week and overtime rules, then run the Payroll report for hours, pay and tips.Set up tip-outs and tip poolsHave servers tip out the bar or bussers, or pool tips between bartenders, worked out automatically from each shift.Group employees (FOH, BOH)Put employees into groups like front of house and back of house so you can filter payroll and labor reports.Leave shift notesLeave notes for other managers, for the whole staff on the login screen, or for one employee to read when they next sign in.
Money & reports
Run sales reportsFind the sales reports, pick dates, break the numbers down, and save, print, email or text any report.Read the Daily ReportRun the Daily / Weekly / Monthly Report for the whole store or each employee, and know what every table on it means.Check credit card transactionsSee every card charge and card refund, fix a tip, and pull the day's credit card log when a charge needs looking into.Check voids and discountsUse the Void Report and Discounts Report to see every void and discount, whose order it was, and which manager allowed it.Refund a guestGive money back on the POS, either against a paid order (Refund Order) or as a stand-alone amount (General Refund).Paid In and Paid OutRecord cash put into or taken out of the drawer outside a sale, like a deposit or a grocery run, with a reason.
End of day
Shift closeouts and cash dropsHow employees close out their shift, what the closeout report shows, and how to reprint shift reports or a whole day's closeout.Store close and end of daySet when your business day ends, what RealPOS closes out automatically, and how to check everything is closed before you go home.