POS Enhancement Release v6.7 - Texas POS [PDF]

Oct 26, 2011 - This document contains instructions on how to set up and use the enhancements implemented in the POS ...

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POS Enhancement Release v6.7 Last Modified: October 26, 2011

The Purpose of This Document........................................................................................... 3 What You Need to Know Before Installing or Upgrading Aloha....................................... 3 List of Enhancements by Product..................................................................................... 10 Accessing an Employee Schedule from FOH ................................................................. 12 Performing ‘Get Check’ with Named Tabs ...................................................................... 20 Configuring Gross Sales in Sales by Revenue Center Report ...................................... 21 Supporting New State Overtime Laws ............................................................................. 23 Sorting and Consolidating Modifier Group Buttons ....................................................... 30 Supporting Rounding By Tender ..................................................................................... 33 Supporting Additional Pizza Modifier Groups ................................................................ 36 Adding Modify Item in Aloha Spy ..................................................................................... 38 Enhancing Order Entry for Delivery Operations ............................................................. 39 Enhancing the Aloha COM Interface for v6.7 .................................................................. 41 Replacing Default Tip Text Based on Gratuity ................................................................ 43 Configuring Gross Sales for Sales by Category Section on Sales Summary Report . 45 Configuring Video Display Method by Terminal ............................................................. 48 Printing Legal Disclaimer for Prepaid Visa and American Express Cards .................. 50 Supporting Fiscal Requirements for Quebec .................................................................. 53 Preventing the Pizza Screen from Automatically Prompting Upon Ordering .............. 64 Supporting Code Page 852/1250 for Native Printing ...................................................... 65 Supporting Configured Number of Modifier Rows and Columns on Pizza Screen ..... 66 Supporting Validation Code for Private Label Cards ..................................................... 68 Prompting Twice for Manually Entered Payment Cards ................................................ 72 Forcing Authorization for Gift Card Redemptions .......................................................... 74 Supporting Radiant SRP275 Impact Printer .................................................................... 77 Supporting Prompts for Cash Drops in Table Service and Public Cash Drawers ....... 79 Automatic-Declaring of Charged Tips for Employees Who Do Not Clock-Out ............ 83 Including Dates on BOH Void Report .............................................................................. 86 Outputting Check Number Instead of Check ID for Aloha Spy ..................................... 87 Supporting CAS PD2 Scale ............................................................................................... 89 Supporting Context Panels ............................................................................................... 90 Restricting the Ability to Cancel Cash Declaration ........................................................ 91 Supporting Dynamic Included Modifiers ......................................................................... 93 Toggling Between Adding and Removing a Modifier ..................................................... 98 Supporting Dynamic Item Substitution for Quick Combos ......................................... 101 Modifying Multiple Items Simultaneously ..................................................................... 109 Automatically Adding a Modifier to the Check ............................................................. 114 Page 1

Substituting Included Modifiers With Context Panels ................................................. 117 Enhancing Repeat Button to Quantify Items and Quick Combos ............................... 124 Automatically Printing an Included Modifier in the Kitchen ........................................ 129 Supporting Fractional Toppings and Fractional Pizzas ............................................... 133 Supporting ‘Topping Average’ Pizza Portion Pricing Method ..................................... 170 Overriding Store-Level Pizza Portion Pricing Method by Item .................................... 174 Supporting Pizza Topping Inventory Depletion ............................................................ 176 Supporting Included Modifiers in Table Service ........................................................... 184 Limiting FOH Reports by Revenue Center .................................................................... 188 Applying a BOGO Price to Items Based On Order Entry Time .................................... 189

Copyright ©2011, Radiant Systems, Inc. The information contained in this publication is confidential and proprietary. No part of this document may be reproduced, disclosed to others, transmitted, stored in a retrieval system, or translated into any language, in any form, by any means, without written permission of Radiant Systems, Inc. Radiant Systems, Inc. is not responsible for any technical inaccuracies or typographical errors contained in this publication. Changes are periodically made to the information herein; these changes will be incorporated in new editions of this publication. Any reference to gender in this document is not meant to be discriminatory. The software described in this document is provided under a license agreement. The software may be used or copied only in accordance with the terms of that agreement. © Radiant Systems, Inc., 2011 All Rights Reserved. ALOHA® is a U.S. Registered Trademark of Radiant Systems, Inc. MenuLink® is a U.S. Registered Trademark of Radiant Systems, Inc.

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The Purpose of This Document

The Purpose of This Document This document contains instructions on how to set up and use the enhancements implemented in the POS v6.7 enhancement release. In some instances, we combine features together to better explain the new enhancements. When applicable, we include a scenario, how to configure the feature in the Back-of-House (BOH), how to use the feature in the Front-of-House (FOH), and references to other materials to fully implement the feature. This document is not intended to fully explain a particular function or other options available or surrounding the function. For your convenience, the material for each enhancement begins on a new page, so you can properly remove and distribute the material to the necessary recipients. This document does not guarantee the options are in the same location, nor that the functionality remains the same due to enhancements implemented in future versions of the affected products.

What You Need to Know Before Installing or Upgrading Aloha Due to the general complexity of the working environment of the Aloha system, you must adapt the information in this document to address all aspects of your specific installation, taking differences into account. You must also address any third-party software in use in your installation, such as external applications exchanging financial or other information with the Aloha system. What’s New at a Glance: The following requirements changed between Aloha POS v6.5 and v6.7. The icon indicates places in the document where the text changed to reflect these new requirements. Windows 2000 was removed from the Microsoft has announced it will discontinue support of Windows list of supported operating systems. 2000 as of July, 2010. In response to this, beginning with Aloha POS v6.7, the Aloha POS software will no longer support the Windows 2000 operating system. SuperSite was removed from the list of Aloha SuperSite is no longer supported for Aloha v6.7 and Aloha BOH File Server and FOH Termi- later. nal Hardware requirements.

Hardware Requirements We strongly recommend you adhere to the following minimum system requirements to successfully operate the Aloha POS software in your place of business. The needs of your business may require you to obtain more than the minimum system requirements. If you are uncertain, please contact your Radiant Systems representative to determine the specific requirements for your establishment.

POS Enhancement Release v6.7

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What You Need to Know Before Installing or Upgrading Aloha

Aloha BOH File Server Hardware Requirements The hardware for the Back-of-House (BOH) file server must meet or exceed the recommended requirements of the operating system. Add additional memory and increase the processor speed to compensate for heavy use, third-party software, and usage unrelated to the Aloha application software. Resource

Specification

Database Software Storage

None (.dbf files) 20 GB

Memory (RAM) Network Interface Card Extended Ports Video Adapter

1 GB 10/100/1000 Parallel or USB VGA-16 Bit Color

Comments The Aloha application software uses less than 100 MB, when initially installed, but requires approximately 3 MB per historical day.

Required for HASP security key.

Aloha FOH Terminal Hardware Requirements The hardware for each FOH terminal must meet or exceed the following recommended requirements of the operating system. Add additional memory and increase the processor speed to compensate for heavy use, third-party software, and usage unrelated to the Aloha application software. Resource

Specification

Processor

800MHz Celeron M Clock Speed is only one indication of processing potential. Use this recommendation as a guideline only. 1 GB The Aloha application software uses less than 50 MB. 512MB Processors or Storage medi without page file ability may benefit from more RAM. 10/100/1000 1 NIC of any of the rated speeds.

Storage RAM Network Interface Card Video Ports

SVGA or 24bit full color USB, Serial

Comments

Varies. Should be sufficient number and type to support necessary peripherals.

The FOH terminal hardware requirement list does not include peripherals, such as receipt printers, magnetic stripe readers, customer displays, and more.

Operating System Requirements All computers on the Aloha network must use a supported operating system. If the file server or any of the FOH terminals use older operating systems, you must upgrade them. Also, if you are using Aloha Update to do the upgrade, or if you are performing a manual upgrade, you must apply all operating system updates to the computer before attempting the upgrade.

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POS Enhancement Release v6.7

What You Need to Know Before Installing or Upgrading

Supported Operating Systems The following operating systems, updated to the latest service pack available, are supported by this version of Aloha Table Service and Aloha Quick Service. Operating System

File Server

FOH Terminal

Windows XP Professional

X

X

Windows Server® 2003 Windows Server 2008 Windows 7 Windows XP Embedded Windows Embedded Standard 2009 (updated XP Embedded) Windows Embedded POSReady 2009 Windows Vista

X

X

X X

X X X X X X

®

As of POS v6.7, the Windows 2000 operating system is no longer supported. The Windows XP Embedded operating system provided as part of the original build on Radiant terminals satisfies operating system requirements. In rare cases, you may need to obtain an updated image from Radiant Systems, Inc., for a given terminal using this operating system. If you attempt to install Aloha v6.4 or later on a computer running an unsupported operating system, or if Windows Installer v3.1 is not installed, the Aloha installation fails with no warning or error message. The installation process simply fails to start.

Additional Operating System Requirements In addition to using a supported version of the operating system, the following table lists other operating system requirements. Some requirements, as indicated in the table, are met simply by being on a supported version of the operating system. Other prerequisites are installed for you, if not present, when you initiate the Aloha installation on the Back-of-House (BOH) file server using an Aloha installation CD. This is accomplished using files located on the first installation CD. If you are upgrading the POS version using Aloha Update or doing a manual upgrade, you must install these prerequisites prior to upgrading Aloha. Although the program verifies the operating system of the BOH file server, it does not check the operating system on the Front-of-House terminals. All computers on the Aloha network must use a supported operating system that meets the requirements. If any of the FOH terminals use older operating systems, you must upgrade them prior to installing Aloha.

POS Enhancement Release v6.7

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What You Need to Know Before Installing or Upgrading Aloha

Update Requirement

Must be present on:

Internet Explorer 7 BOH File Server or 8 FOH Terminals

Distributed Component Object Model (DCOM) v1.3 or later

BOH File Server FOH Terminals

Windows® Installer BOH File Server FOH Terminals v3.1 .NET Framework 2.0

BOH File Server FOH Terminals

Visual C++® 2005 Redistributable Package (x86)

BOH File Server FOH Terminals, only if fingerprint scanners are in use

Microsoft Data BOH File Server Access Components (MDAC) v2.6 Microsoft® Jet 4.0 BOH File Server SP 8 RFSCtl80s.dll

BOH File Server FOH Terminals

6.06.1 and 6.2 dlls.zip

BOH File Server

Page 6

Available From Installed with supported operating system, if all service packs and security patches are up to date. Note: Internet Explorer 6 must be used in Aloha implementations prior to v6.4. Radiant strongly recommends that IE6 not be used for Internet browsing.If Internet browsing is a requirement, Radiant recommends using a different browser, such as Firefox. Installed with supported operating system, if all service packs and security patches are up to date.

Installed with supported operating system, if all service packs and security patches are up to date.The Microsoft Windows Installer v3.1 is a prerequisite for Microsoft .Net Framework 2.0 and later. Installed with supported operating system, if all service packs and security patches are up to date.You must install .Net Framework v2.0 on the FOH terminals, as the terminal installation program will not do this for you. Aloha POS versions 6.4 and later are compiled using Microsoft Visual Studio® 2005. Microsoft issued a service pack for Visual Studio 2005 that also contained a fix for the redistributable package used by Aloha. This fix (Vcredist_x86.exe) is installed for you on the BOH file server when using Aloha installation CDs; however, if you perform a manual upgrade, you must obtain and install this component separately before you begin. Refer to RKS ID 10994 for more information. If Microsoft MDAC 2.6 does not exist on the FOH file server, it is installed for you when you install the Aloha POS using Aloha installation CDs. If Microsoft Jet 4.0 SP 8 does not exist on the BOH file server, it is installed for you when you install the Aloha POS using Aloha installation CDs. When upgrading from a 5.3 version of the Aloha POS to a version of the Aloha POS prior to v6.4.18, using either an installation CD or when doing a manual upgrade, the system does not recognize the RFSCtl80s.dll file due to the 8x3 file name and will not copy this file to the BOH file server; therefore, you must manually copy this file to the Bin folder. As of 6.4.18 and later, this file is copied for you. The terminal upgrade that occurs after the first data refresh successfully copies this file to the FOH terminals for you. The installation CD copies the DLLs contained in this zip file for you; however, if you are performing a manual upgrade from a 5.3 version to a 6.x version, you must download the 6.06.1 and 6.2 dlls.zip file from the Radiant FTP site from the Downloads > Utilities folder and extract the DLLs contained within it to the Windows > System32 folder on the BOH file server.

POS Enhancement Release v6.7

What You Need to Know Before Installing or Upgrading

Controlling Access to Aloha Manager and Aloha EDC Beginning with Aloha v6.4, we disabled the Alt+X method of accessing Aloha Manager for Quick Service and Table Service, and Aloha EDC. You must access these applications through the use of a unique user name and complex, expiring password. This makes PCI DSS compliance easier at the site level, as requirements become ever more restrictive. Refer to RKS ID 9614 for more information. Aloha Command Center is an excellent alternative to using Alt+X. Employing multi-factored credentials along with enhanced logging, you can once again launch Aloha Manager and obtain the same level of access the Alt+X functionality provided.

Disabling Masking in Grind Files Beginning with Aloha v6.4, we completely removed the ‘Disable Masking in Grind File’ option from the Aloha Manager interface, in Aloha Quick Service and Table Service, as part of making the Aloha system compliant with PCI DSS. This setting is located in Maintenance > Payments > Tenders > Type tab. You must examine each credit card and debit card tender, and clear this option, if currently enabled, prior to the upgrade. If you are unable to make these changes prior to upgrading to v6.4 or later, you must obtain help from your Radiant representative to edit the payment card tenders and clear the ‘Disable Masking in Grind File’ option.

Disabling Expiration Date Printing Beginning with v6.4, an important security change occurs ‘behind the scenes.’ All settings relevant to printing the payment card expiration date automatically change to prevent printing this value in any location in the restaurant. This modification is in response to the requirements outlined in the Fair and Accurate Credit Transactions Act (FACTA). After you upgrade to Aloha v6.4, or later, we recommend you verify that Aloha does not print this information for all payment card types, when processed.

Supporting the Radiant MSR Interface Beginning with v6.4.9, Radiant terminals now provide a more secure way of communicating with the magnetic stripe reader (MSR) through the Radiant MSR interface, instead of using the Keyboard Wedge service, which has the potential risk of being accessed by malware. The Radiant MSR interface has the ability to detect unauthorized access of the magnetic stripe reader by another application, and if found, prevents the FOH from operating. All future images of Radiant terminals will use the Radiant MSR Interface by default, and the Keyboard Wedge service will be disabled. Upon upgrading, a new option, “Radiant,” appears in the MSR ‘Type’ drop-down list in Terminal Maintenance. The preferred configuration is for you to change the MSR type for Radiant terminals from Keyboard Wedge to Radiant. If you do not, messages and warnings appear in Verify.txt, Debout.txt, and in the FOH, where appropriate. Also upon upgrading, the system detects Radiant terminals configured with Keyboard Wedge as the MSR type, unregisters the Keyboard Wedge Service for you, and automatically begins to use the Radiant MSR interface driver set for communicating with the magnetic stripe reader. The messages, “Keyboard Wedge Service Detected, Keyboard Wedge Service Stopped, and Keyboard Wedge Service Unregistered” are written to the terminal debout. Refer to RKS ID 10990 for more information.

POS Enhancement Release v6.7

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What You Need to Know Before Installing or Upgrading Aloha

Licensing Aloha Connect for Third Party Applications Radiant Systems officially launched Aloha Connect beginning with version 6.2 of the Aloha POS software. Aloha Connect allows authorized third party companies to interface to the Aloha solution to meet customer needs and provide additional complementary technology functionality to meet business requirements. Examples of integrated solutions include: • • • • •

Web ordering Call center applications Third party gift card and loyalty solutions Beverage systems Non-POS terminal order taking and payment devices, such as kiosks and handhelds.

Beginning with Aloha POS v6.2, enforcement of interface terminals is restricted and licensing is verified at the site level. If your software keys are appropriately licensed, your third party/custom applications will work seamlessly with your POS. If your keys are not licensed, your additional applications will not be able to integrate to the POS. It is important for you to note that should you decide to pursue an integrated solution in the future, your site software license will need to be upgraded to reflect the change.

Aloha Connect Now Requires License String To ensure the Aloha solution maintains the highest standards in security for our customers, we are evaluating different components of the Aloha Connect integration framework and identified an area that needed to be enhanced. The changes we made impact any client who partners with a third-party vendor to access the MSR or barcode reader through the Aloha Connect interface. Starting with our June maintenance releases (6.4.23, 6.5.17, 6.7.5) we require that all third-party vendors pass a serial string as part of our effort to ensure only valid authorized developers are accessing these devices. If you use a third-party solution that accesses either the MSR (Magnetic Swipe Reader) or the barcode scanner, please contact your vendor prior to upgrading to one of these versions to confirm that the necessary updates have been made to their integration. If they have not made these changes, they can contact Radiant Systems at [email protected] to obtain the necessary license string.

Enabling Remote File Storage After verifying your operating system meets all prerequisites, the installation program prompts you to enable Remote File Storage (RFS), a new, more secure method of communicating data between the Frontof-House and Back-of-House. Using RFS is completely optional, unless you are using more than nine terminals; however, we recommend you enable RFS upon initial installation regardless of the number of terminals in your network to facilitate more secure operations. If you do not enable it at this time, you can

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POS Enhancement Release v6.7

What You Need to Know Before Installing or Upgrading

enable RFS in Aloha Manager by selecting Maintenance > Store Settings > Security group > RFS tab. SetupPOS.exe installs all files necessary for supporting RFS, including entries in the Windows Registry, on each computer in the Aloha network. Refer to the Remote File Storage (RFS) Feature Focus Guide for more information about installing and configuring the Aloha system to use RFS.

EDC and POS Version Compatibility Beginning with Aloha EDC versions 6.4 and later, EDC adopted a policy of assured backwards compatibility with Aloha POS versions 6.1.23 and later, 6.2.16 and later, and 6.4.7 and later. Generally speaking, you can upgrade to a newer version of EDC to take advantage of new features, and to comply with new processor requirements, without having to upgrade the POS. Although you must upgrade your Aloha HASP key to reflect the version of EDC you wish to run, the change in license status does not automatically make it a requirement to upgrade the POS to that same version; however, some new features require an upgrade to both the EDC and POS products. Refer to RKS ID10265 “Aloha EDC and Aloha Point-of-Sale Version Compatibility and Dependencies” for clarity on POS and EDC version compatibility. Refer to the EDC Enhancement Release v6.4 document for detailed information on the EDC enhancements in v6.4.

POS Enhancement Release v6.7

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List of Enhancements by Product

List of Enhancements by Product Version

RFC Number Description

Quick Service and Table Service Enhancements POS v6.7

“Accessing an Employee Schedule from FOH” on page 12

POS v6.7

RFC 02634 RFC 76761 RFC 77457 RFC 05129

POS v6.7

RFC 06825

“Configuring Gross Sales in Sales by Revenue Center Report” on page 21

POS v6.7

RFC 08199

“Supporting New State Overtime Laws” on page 23

POS v6.7

RFC 09190

“Sorting and Consolidating Modifier Group Buttons” on page 30

POS v6.7

RFC 14956

“Supporting Rounding By Tender” on page 33

POS v6.7

RFC 18936

“Supporting Additional Pizza Modifier Groups” on page 36

POS v6.7

RFC 40695

“Adding Modify Item in Aloha Spy” on page 38

POS v6.7

RFC 67693

“Enhancing Order Entry for Delivery Operations” on page 39

POS v6.7

“Enhancing the Aloha COM Interface for v6.7” on page 41

POS v6.7

RFC 70097 RFC 73646 RFC 70845

POS v6.7

RFC 72019

POS v6.7

RFC 72197

“Configuring Gross Sales for Sales by Category Section on Sales Summary Report” on page 45 “Configuring Video Display Method by Terminal” on page 48

POS v6.7

RFC 72965

POS v6.7

POS v6.7

RFC 73065 RFC 74435 RFC 74437 RFC 75044 RFC 73139

POS v6.7

RFC 73920

POS v6.7

RFC 73954

POS v6.7 POS v6.7

RFC 74323 RFC 76669 RFC 74341

POS v6.7

RFC 74342

“Forcing Authorization for Gift Card Redemptions” on page 74

POS v6.7

RFC 74535

“Supporting Radiant SRP275 Impact Printer” on page 77

POS v6.7

RFC 74566

“Supporting Prompts for Cash Drops in Table Service and Public Cash Drawers” on page 79

Page 10

“Performing ‘Get Check’ with Named Tabs” on page 20

“Replacing Default Tip Text Based on Gratuity” on page 43

“Printing Legal Disclaimer for Prepaid Visa and American Express Cards” on page 50 “Supporting Fiscal Requirements for Quebec” on page 53

“Preventing the Pizza Screen from Automatically Prompting Upon Ordering” on page 64 “Supporting Code Page 852/1250 for Native Printing” on page 65 “Supporting Configured Number of Modifier Rows and Columns on Pizza Screen” on page 66 “Supporting Validation Code for Private Label Cards” on page 68 “Prompting Twice for Manually Entered Payment Cards” on page 72

POS Enhancement Release v6.7

List of Enhancements by Product

Version

RFC Number Description

POS v6.7

RFC 75763

POS v6.7

RFC 75659

“Automatic-Declaring of Charged Tips for Employees Who Do Not ClockOut” on page 83 “Including Dates on BOH Void Report” on page 86

POS v6.7

RFC 78088

“Outputting Check Number Instead of Check ID for Aloha Spy” on page 87

POS v6.7

RFC 82911

“Supporting CAS PD2 Scale” on page 89

Quick Service Only Enhancements POS v6.7

“Supporting Context Panels” on page 90

POS v6.7

RFC 67405 RFC 69546 RFC 70441 RFC 68013

POS v6.7

RFC 68913

“Supporting Dynamic Included Modifiers” on page 93

POS v6.7

RFC 69460 RFC 69902 RFC 70440

“Toggling Between Adding and Removing a Modifier” on page 98

“Modifying Multiple Items Simultaneously” on page 109

POS v6.7

RFC 71330 RFC 72160 RFC 71845

POS v6.7

RFC 72155

“Substituting Included Modifiers With Context Panels” on page 117

POS v6.7

RFC 72161

POS v6.7

RFC 76056

“Enhancing Repeat Button to Quantify Items and Quick Combos” on page 124 “Automatically Printing an Included Modifier in the Kitchen” on page 129

POS v6.7

RFC 76061

“Supporting Fractional Toppings and Fractional Pizzas” on page 133

POS v6.7

RFC 76062

“Supporting ‘Topping Average’ Pizza Portion Pricing Method” on page 170

POS v6.7

RFC 76063

POS v6.7

* RFC 76064

“Overriding Store-Level Pizza Portion Pricing Method by Item” on page 174 “Supporting Pizza Topping Inventory Depletion” on page 176

POS v6.7 POS v6.7

“Restricting the Ability to Cancel Cash Declaration” on page 91

“Supporting Dynamic Item Substitution for Quick Combos” on page 101

“Automatically Adding a Modifier to the Check” on page 114

Table Service Only Enhancements POS v6.7

RFC 09779

“Supporting Included Modifiers in Table Service” on page 184

POS v6.7

RFC 70933

“Limiting FOH Reports by Revenue Center” on page 188

POS v6.7

RFC 74816

“Applying a BOGO Price to Items Based On Order Entry Time” on page 189 * Implemented only in Aloha Configuration Center or the new Aloha Manager.

POS Enhancement Release v6.7

Page 11

Accessing an Employee Schedule from FOH

Accessing an Employee Schedule from FOH Version

RFC Number

Products

Audience

POS v6.7

RFC 02634 RFC 76761 RFC 77457 RFC 74767

Aloha Quick Service, Aloha Table Service

Configuration Technician End User

Employee schedules are often posted in a central location of a restaurant and are sometimes overlooked by employees for a variety of reasons. The schedule may not be easily accessible to kitchen employees, not printed in copies for portability, or cannot be found at the moment. To increase the accessibility of employee schedules, in POS v6.7, once an employee is logged in, they can easily view or print any of their prepared work schedules from the FOH. You can also automatically print schedules for up to four work weeks on the clock-out chit when an employee clocks out to remind them when they work next.

Configure Access to Employee Schedules from FOH To utilize this feature, you must have labor schedules created, using either the Basic Labor Scheduler, the Aloha Labor Scheduler, and MenuLink programs. For each work week, these scheduling systems create an .sch file, which the FOH uses to display scheduling information. You do not need to change the way you create schedules in these programs to access employee schedules from the FOH. Refer to the Aloha Quick Service or Aloha Table Service Manager Guide for help in creating labor schedules using Basic Labor Scheduler. Refer to the Aloha Labor Scheduler User Guide for more information on creating labor schedules using Aloha Labor Scheduler.

Configure the Date Format to Display on Schedules You can configure the date format to display on schedules in the FOH in either mm/dd/yyyy format or using the name of the day, such as Monday.

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POS Enhancement Release v6.7

Accessing an Employee Schedule from FOH

To configure the date format to display on schedules: 1. Select Maintenance > Store Settings > Labor group > Scheduling tab. The appearance of this tab is the same in Quick Service and Table Service.

Figure 1 Store Settings - Labor Group - Scheduling Tab

2. Select the format to use for printing the date on schedules from the ‘Printed Schedule Shows’ drop-down list. Printed Schedule Shows — Determines the format to use for printing the date on the schedule and the clock-out chit when you configure the system to print employee schedules from the FOH. •



Date - Prints the date in mm/dd/yyyy format on the schedule and the clock-out chit. Related Options: You can change the date to follow International formatting in Maintenance > Store Settings > International group. Day of the Week - Prints up to 10 characters of the full name of the day of the week, such as Sunday, on the schedule and the clock-out chit.

3. Click Save and exit the Store Settings function.

Configure Employee Schedules to Print on Demand When you enable employee schedules to print from the FOH in Aloha Table Service, a View Schedule button appears on the FOH Employee screen, by default; however, you can also add the View Schedule button to an available floor plan, if one is in use. When you enable employee schedules to print from the FOH in Aloha Quick Service, you must add the View Schedule button to an available panel, such as an Employee Functions panel, so employees can access and print their schedule. To add a View Schedule button function to a panel: 1. Access Panel Editor.

POS Enhancement Release v6.7

Page 13

Accessing an Employee Schedule from FOH

2. From the Commands menu, select Edit Existing Panel > Button Functions Panel and select a panel for edit. The Edit Buttons dialog box appears. 3. Select View Schedule from the ‘Function’ drop-down box. View Schedule — Enables a FOH employee to view prepared labor schedules from the FOH, on demand. Related Options: To enable the system to automatically print employee schedules on the clock-out chit, select ‘Print Schedule on Clock-Out Chit’ in Maintenance > Store Settings > Labor group > Clock In/Out tab. 4. Complete the remaining options as you would for any other button. 5. Click OK to add the button to the panel. 6. Select Save All Panels and exit the Panel Editor function.

Configure Employee Schedules to Appear On-Screen If you want employees to have the ability to view their schedules on-screen, with the option to print to the local printer, you must use the print intercepter functionality. To enable this, you must ensure PrtInter.dll resides in the Bin directory. You must also include the appropriate command lines in PrtIncptr.ini in the Data and Newdata directories. Then select Maintenance > Store Settings > System > Interfaces and select ‘Use FOH COM Interface?’ To enable FOH COM interface: 1. Select Maintenance > Store Settings > System group > Interfaces tab. 2. Select Use FOH COM Interface? 3. Click Save and exit the Store Settings function. To provide an employee the ability to view their schedules on-screen: 1. Locate PrtIncptr.ini in the Newdata directory and double-click the file to open the file in Notepad. 2. Type the following line under the [DocumentTypes] heading: FOHDOC_SCHEDULE=1 3. Select File > Save. 4. Exit Notepad. 5. In Aloha Manager, select Utilities > Refresh Data or manually copy PrtIncptr.ini into the Data directory. If you are creating a new PrtIncptr.ini file, you must at least add the [DocumentTypes] line to the file. Additionally, you must manually register the PrtInter.dll file by opening a command prompt on each terminal, navigate to the Bin directory, and type RegSvr32 PrtInter.dll. Then refresh the system and start the FOH. Refer to RKS ID 9552 for more information on using the Aloha Print Interceptor functionality.

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POS Enhancement Release v6.7

Accessing an Employee Schedule from FOH

Configure Employee Schedules to Automatically Print on Clock-Out Chit You can configure the system to automatically print an employee’s schedule on the bottom of their clockout chit for all employees or a group of job codes. Use this feature if you want to ensure employees receive their schedule each time they work or if the schedule is updated regularly.

You must leverage the use of your printer paper when you enable this feature. To configure employee schedules to automatically print on the clock-out chit: 1. Select Maintenance > Store Settings > Labor group > Clock In/Out tab. The appearance of this tab is the same in Quick Service and Table Service.

Figure 2 Store Settings - Labor Group - Clock In/Out Tab

2. Select Print Schedule on Clock-Out Chit. Print Schedule on Clock-Out Chit — Enables the system to automatically print employee schedules on the clock-out chit when the employee clocks out. Related Requirements: You must configure labor schedules in Basic Labor Scheduler, Aloha Labor Scheduler, or MenuLink to use this option. 3. Select Restrict to Labor Group. Restrict to Labor Group — Limits the printing of employee schedules on the clock-out chit to a labor group. Use this option if you want to enable automatic printing only for a group of job codes, such as employees who work only in the kitchen. If you need to create a labor group, click Labor Group to access the Labor Group function. Required Options: You must select ‘Print Schedule on Clock-Out Chit,’ located on this same tab, to enable this option. POS Enhancement Release v6.7

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Accessing an Employee Schedule from FOH

4. Select Number of Weeks to Print. Number of Weeks to Print — Specifies the number of scheduled weeks to automatically print on the clock-out chit. Required Options: You must select ‘Print Schedule on Clock-Out Chit,’ located on this same tab, to enable this option. 5. Click Save and exit the Store Settings function.

Accessing Your Employee Schedule from the FOH This section is intended to teach the FOH employee how to print and view their schedule on demand, or clock out and print the schedule.

View and Print Your Schedule on Demand You can only view or print one schedule at a time. To view or print your schedule from the FOH: 1. Locate and touch the View Schedule button. • For Quick Service, locate and touch the View Schedule button. • For Table Service, touch Special Functions on the Working With Tables/Tabs screen, then touch Employee > View Schedule to display the FOH Employee screen, or you can select the button from a floor plan screen in use. The Select Schedule for Work Week Beginning screen appears.

Figure 3 FOH Select Schedule for Work Week Beginning Screen

The current or earliest work week appears in the upper left corner of the screen and all approaching work weeks list down in chronological order.

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POS Enhancement Release v6.7

Accessing an Employee Schedule from FOH

2. Select a work week. Your schedule either prints to the local printer or appears on-screen.

Figure 4 Scheduled Information (On-Screen)

3. Touch Print to print the selected schedule to the local printer, if desired. 4. Touch Done to return to the FOH Select Schedule for Work Week Beginning screen and work with another schedule. When the schedule prints, all shifts for the week appear, regardless if the date is past. The dates you are not scheduled do not appear. Multiple shifts on the same day appear on separate lines.

Figure 5 Schedule Information Chit

POS Enhancement Release v6.7

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Accessing an Employee Schedule from FOH

Clock Out and Automatically Print an Employee Schedule When you clock out, one to four prepared work weeks automatically print in succession at the bottom of the clock-out chit. To clock out and print your schedule: 1. When you are ready to clock out, locate and touch the Clock Out button. The Clock Out screen appears. 2. Touch Clock Out.

Figure 6 Clock-Out Chit with Scheduling Information

The clock-out chit prints up to four employee schedules at the bottom of the receipt, in succession. All shifts for the week appear, regardless if the date is past. The dates you are not scheduled to work do not appear. Multiple shifts on the same day appear on separate lines.

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POS Enhancement Release v6.7

Accessing an Employee Schedule from FOH

Troubleshooting Accessing an Employee Schedule from FOH Use the following troubleshooting tips when you experience problems accessing an employee schedule from the FOH:

Aloha Labor Scheduler Displays Multiple Work Weeks The Aloha Labor Scheduler program has the unique ability to hold up to four work weeks inside of a single .sch file and work weeks are not restricted to a rigid start date for the week. If the .sch file contains more than one work week, all weeks display when you view or print an employee schedule from the FOH.

No Schedule is Found If the system cannot find a corresponding .sch file for the selected work week, an error message appears, stating “Schedule not found.”

Only Three Schedules Appear When the System is in Redundancy If only three approaching employee schedules appear when you print or view employee schedules from the FOH, the system may be in redundancy. The Aloha system ensures that scheduling information is available for the maximum redundancy length of 21 days by propagating up to three .sch files to the terminals. Previously, the system read .sch files from the BOH server only. Contact your Radiant Systems representative if you need help restoring the system from redundancy.

POS Enhancement Release v6.7

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Performing ‘Get Check’ with Named Tabs

Performing ‘Get Check’ with Named Tabs Version

RFC Number

Products

Audience

POS v6.7

RFC 05129

Aloha Quick Service, Aloha Table Service

Configuration Technician End User

Currently, the ‘Get Check’ feature allows you to access an open order by its check number, table number, or associated card via manual card or a scanned bar code. In v6.7, you can look up a tab by its name. In Aloha Table Service, you can perform ‘Get Check’ using the following mechanisms: • •

Select ‘Can Get Checks’ in Maintenance > Labor > Job Codes > Job Code tab and the system automatically displays the Get Check button on the Working with Tables/Tab screen. Add the Get Check button function to an order screen panel in Panel Editor and you have access to the button on the FOH order entry screen, providing you also select ‘Can Get Checks’ in Maintenance > Labor > Job Codes > Job Code tab.

In Aloha Quick Service, you can perform ‘Get Check’ when you add the Get check button to a panel in Panel Editor, providing you also select ‘Can Get Checks’ in Maintenance > Labor > Job Codes > Job Code tab.

Refer to the Get Check Feature Focus Guide for more information on the Get Check feature.

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POS Enhancement Release v6.7

Configuring Gross Sales in Sales by Revenue Center

Configuring Gross Sales in Sales by Revenue Center Report Version

RFC Number

Products

Audience

POS v6.7

RFC 06825

Aloha Quick Service, Aloha Table Service

Configuration Technician End User

In v6.7, you now have more flexibility in configuring the gross sales formula on the BOH Sales by Revenue Center report by optionally including inclusive taxes. This option appears in the following sections of the report: • • •

Sales by Category Sales by Day Part Sales by Day Part and Category In v6.7, the BOH Sales by Revenue Center Report Settings dialog box now adheres to the current standard of a dual list view, for ease of use.

To configure gross sales in the Sales by Revenue Center report: 1. Log in to the BOH. 2. Select Reports > Sales > Sales by Revenue Center. The Sales by Revenue Center Report dialog box appears. 3. Click Settings. The Sales by Revenue Center Report Settings dialog box appears.

Figure 7 Sales by Revenue Center Report Settings Dialog Box

4. Select either Sales by Category, Sales by Day Part, or Sales by Day Part and Category from the ‘Available’ list box and click > to move it to the ‘Included’ list box. Additional options appear in the right of the dialog box. POS Enhancement Release v6.7

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Configuring Gross Sales in Sales by Revenue Center Report

5. Select Include Inclusive Taxes. Include Inclusive Taxes — Includes inclusive taxes in gross sales for each selected section. When selected, the word ‘NET’ is removed from the default section header text. For example, the default header text for Sales by Day Part changes from ‘NET SALES BY DAY PART’ to ‘SALES BY DAY PART.’ 6. Click Save.

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POS Enhancement Release v6.7

Supporting New State Overtime Laws

Supporting New State Overtime Laws Version

RFC Number

Products

Audience

POS v6.7

RFC 08199

Aloha Quick Service, Aloha Table Service

Configuration Technician End User

In POS v6.7, we have enhanced overtime to support new requirements implemented by certain state laws. These enhancements include the ability to: 1. Award daily overtime depending on the employee’s shift rate. 2. Configure overtime pay where the daily work starts at the employee’s clock in of the previous day, within a 24-hour time frame, instead of using the Aloha date of business. 3. Allow employees to earn a one-time penalty pay when their daily worked hours exceed 10 hours. 4. Calculate overtime pay based on the store-level minimum wage, instead of using the blended rate. 5. Configure overtime calculation to include the daily overtime in weekly overtime hours. In addition, we have redesigned the interface for configuring overtime and moved all options to a new tab called Overtime, in Maintenance > Store Settings > Labor group. Overtime computation has not changed.

Figure 8 Store Settings - Labor Group - Overtime Tab

1. Daily Overtime Awarded Based on Pay Rate In accordance to the new laws of some states, such as Nevada, employees are entitled to daily overtime pay, depending on the rate of pay the employee earns for their given shift. If the employee’s pay is greater than the specified pay rate, the system does not award overtime to the employee. Use this feature for managers or employees whose job codes earn a high pay rate. To configure overtime awarded based on pay rate: 1. Select Maintenance > Store Settings > Labor group > Overtime tab (Figure 8).

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Supporting New State Overtime Laws

2. Select the first Daily check box and type the number of hours an employee an employee can work per day before going into overtime. 3. Select Do Not Apply Daily Overtime if Employee Rate Is Greater Than and type the pay rate threshold. Do Not Apply Daily Overtime If Employee Rate Is Greater Than ___ — Specifies that daily overtime will not apply to any employee whose pay rate is more than the amount defined in the text box. Type the pay rate, from 00.00 to 99.99, for which you want to set the threshold. Required Options: You must select the first row of ‘After ___ Hours; Multiply ___’ to enable these options. 4. Click Save and exit the Store Settings function.

2. Daily Overtime Based on a 24-Hour Work Day In accordance to the new laws of some states, such as Nevada, employees are entitled to daily overtime pay based on a 24-hour work day that starts with the employee’s previous clock in, and not by the system date of business. If the employee did not punch in during the previous 24-hours, the system uses the punch out for the day. To configure overtime based on 24-hour work day and pay rate: 1. Select Maintenance > Store Settings > Labor group > Overtime tab (Figure 8). 2. For daily overtime, select the first Daily check box and type the number of hours an employee an employee can work per day before going into overtime. Daily level one: After ___ Hours; Multiply ___ — Denotes the number of hours, from 0 to 99, an employee can work per day before going into overtime. Then specify the multiplier rate used by the system when an employee’s hours exceed the hours per day limits. The default rate is 1.5 (time and a half). 3. Select 24 Hour Day Starts at Shift Start. 24 Hour Day Starts at Shift Start — Uses the employee’s last previous clock in time to begin a 24-hour work day, instead of using the system date-of-business, to calculate the daily overtime. For example, if the employee clocks in at 1:00 p.m. on Tuesday, the work day starts at 1:00 p.m. and continues until 12:59 p.m. on Wednesday, even if the employee clocks in again within that 24hour time. Required Options: You must select the first row of ‘After ___ Hours; Multiply ___’ in the Daily group box and clear the first row of ‘After ___ Hours; Multiply ___’ in the 7th Day group box to enable this option. 4. Click Save and exit the Store Settings function. Use the following example to illustrate how the 24-hour time frame operates. You may want to use other options on the Overtime tab to meet your needs, such as configuring weekly overtime, also. We recommend you consult the labor laws in your state and region.

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POS Enhancement Release v6.7

Supporting New State Overtime Laws

Figure 9 24-Hour Work Day Example

In the above example, overtime is calculated both on a 40-hour work week (weekly) and on an 8-hour day (daily). Weekly overtime is configured as 40 hours and compensation awarded at 1.50 (time and a half). The daily overtime is based on a 24-hour time frame (24 Hour Day Starts at Shift Start). The payroll week starts on Wednesday. Wednesday: Regardless of the job code under which the employee clocked in or how the hours were paid on the prior payroll period, the last clock in for the employee was at Tuesday 6:00 PM. Therefore, the 24hour work day for the employee starts at 6:00 PM Tuesday and continues until 5:59 PM Wednesday. The four hours worked on Tuesday are attributed to the hours of the 24-hour time frame. On Wednesday, the employee works an 8-hour shift from 10:00 AM to 12:00 PM; however, there are already four hours from the Tuesday in the calculation. Therefore, by 2:00 PM, the employee reaches daily overtime. Eight hours post to the total daily hours, with four of the hours as regular hours, and four of the hours as daily overtime. Thursday: To determine the hours for Thursday, the employee’s previous clock in was at Wednesday 10:00 AM. The new 24-hour time frame for the employee starts at Wednesday 10:00 AM to Thursday 9:59 AM, thereby accumulating eight hours already for the 24-hour work day. On Thursday, the employee works a 10-hour shift from 9:00 AM to 7:00 PM. The first hour of the shift occurs before the 24-hour time frame lapses; therefore, it is daily overtime. 10 hours post to the total daily hours, with eight of the hours as regular hours and two of the hours as daily overtime. Friday: To determine the hours for Friday, the employee’s previous clock in was at Thursday 9:00 AM. The new 24-hour time frame for the employee starts at Thursday 9:00 AM to Friday 8:59 AM, thereby accumulating eight hours already for the 24-hour work day. On Friday, the employee works a 10-hour shift

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Supporting New State Overtime Laws

from 8:00 AM to 6:00 PM. The first hour of the shift occurs before the 24-hour time frame lapses; therefore, it is daily overtime. 10 hours post to the total daily hours, with eight of the hours as regular hours and two of the hours as daily overtime. Saturday and Sunday: The employee did not work. Monday: Since the employee did not work on Sunday, they do not have a previous clock in within a 24hour frame. The 24-hour time frame then starts with the employee’s Monday’s clock in. The employee works a nine-hour shift from 1:00 PM to 10:00 PM. Nine hours post to the total daily hours, with one hour as daily overtime. Tuesday: To determine the hours for Tuesday, the employee’s previous clock in was at Monday 1:00 PM. The new 24-hour time frame for the employee starts at Monday 1:00 PM to Tuesday 12:59 PM, thereby accumulating seven hours already for the 24-hour work day. On Tuesday, the employee works a 10-hour shift from 10 AM to 8 PM. The first three hours of the shift occurs before the 24-hour time frame lapses; therefore, it is daily overtime. 10 hours post to the total daily hours, with seven of the hours as regular hours and three of the hours as daily overtime. Weekly Total: The total reported hours for the week are 35 regular and 12 overtime hours. If the regular hours exceeded 40, the hours would be converted to overtime. Overtime is only paid on actual hours worked; therefore, vacation and holiday time are not considered.

3. Overtime Laws Awarding Penalty Pay Based on Minimum Daily Spread of Hours Work In accordance to the new laws of some states, such as New York, employees are entitled to a one-time penalty pay for either weekly and daily overtime, if the total hours worked in a business day exceeds the minimum threshold set in the system. The spread of hours is the interval between the beginning and ending of an employee’s workday. The system adds a one-time penalty pay if the total hours from the first clock in to the last clock out of the day is greater than the user-defined hours, usually configured at 10 hours. To configure overtime penalty pay based on a spread of work: 1. Select Maintenance > Store Settings > Labor group > Overtime tab (Figure 8). 2. Configure the system for either daily or weekly overtime. 3. Type the minimum daily spread of hours to qualify for penalty pay. Type 0.00 to not pay penalty pay. Workday Over ____ Hours: Add ___ Hours At Minimum Wage Rate — Specifies the minimum working hours in a single business day to qualify for a one-time penalty pay at the minimum wage defined in the system. Then type the number of hours to pay. The system records the pay as the other wage type ‘913 Spread of Hours Premium’ in the Other Wages function. 4. Click Save and exit the Store Settings function. When the End-of-Day occurs and an employee receives penalty pay, the system logs the action in the Other Wages function, using ‘913 Spread of Hours Premium.’ Each system-generated record appears in the Other Wages section of the Edit Punches function and contains an asterisk in the ‘Review’ column. The asterisk remains until you review the other wage record. You may edit or delete the other wage record and the action is reflected in the Audit report. Page 26

POS Enhancement Release v6.7

Supporting New State Overtime Laws

To edit the time for penalty pay records: 1. Select Functions > Edit Punches.

Figure 10 Edit Prior Days’ Time and Attendance Function

2. Select the date for which you want to display the other wage records. 3. Select the record to edit from the Other Wages section. 4. Click Edit. The Edit Other Wage Data dialog box appears.

Figure 11 Edit Other Wage Data Dialog Box

5. Type the edited time in the ‘Hours’ text boxes, if needed. 6. Click Save to exit the Edit Other Wage Data dialog box and return to the Edit Prior Days’ Time and Attendance function. The record now shows ‘Reviewed’ instead of an asterisk. To delete a penalty pay record: 1. Select Functions > Edit Punches (Figure 10). 2. Select the date for which to display the other wage records. 3. Select the record from the Other Wages section and click Delete. The record now shows ‘Reviewed’ instead of an asterisk.

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Supporting New State Overtime Laws

4. Calculate Overtime Pay Using the Minimum Wage Rate In accordance to the new laws of some states, such as Colorado, employees are paid overtime using the minimum wage rate, regardless of the rate under which they clock in. Prior to this enhancement, the Aloha system calculates overtime pay based on either the pay rate for the job code under which the employee clocks in, or use an average rate, which is the total pay divided by the total hours for the pay period, regardless of the job code. To calculate overtime pay based on minimum wage: 1. Select Maintenance > Store Settings > Labor group > Overtime tab (Figure 8). 2. Configure daily or weekly overtime, or both. 3. Select Calculate Overtime By Minimum Wage. Calculate Overtime By Minimum Wage — Calculates overtime pay using the minimum wage rate defined by the system. 4. Click Save and exit the Store Settings function.

5. Include Daily Overtime Hours in Weekly Overtime Hours In accordance to the laws in some states, such as California, when configuring daily and overtime hours, daily hours are eligible to be included as overtime hours. To include daily overtime hours in weekly overtime hours: 1. Select Maintenance > Store Settings > Labor group > Overtime tab (Figure 8). 2. Configure daily and weekly overtime. 3. Select Include Daily Overtime Hours in Weekly Overtime Hours. Include Daily Overtime Hours in Weekly Overtime Hours — Includes the hours earned from daily overtime in the weekly overtime calculation. Typically, daily overtime hours are counted only once as daily and are never included as weekly. 4. Click Save and exit the Store Settings function.

Upgrade Path

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Upon upgrading from a version prior to v6.7, the overtime options are different and have been moved to the new tab, Overtime in Maintenance > Store Settings > Labor group. No configuration is necessary to retain your previous overtime configuration.

POS Enhancement Release v6.7

Supporting New State Overtime Laws

Figure 12 Overtime Options Prior to v6.7 (Left) and After (Right)

Weekly: After ___ Hours; Multiply ___ — Denotes the number of hours, from 0 to 999, an employee can work, per week, before going into overtime. Then specify the multiplier rate used by the system when an employee’s hours exceed the hours per week limits. The default rate is 1.5 (time and a half). Daily level one: After ___ Hours; Multiply ___ — Denotes the number of hours, from 0 to 99, an employee can work, per day, before going into overtime. For example, type eight to specify hours worked after an eight-hour day, account toward overtime. Then specify the multiplier rate used by the system when an employee’s hours exceed the hours per day limits. The default rate is 1.5 (time and a half). Daily level two: After ___ Hours; Multiple ___ — Denotes the number of hours, from 0 to 99, an employee can work, per day, before going into overtime. For example, type 10 to specify hours worked after a 10-hour day, account toward overtime. The number must be greater than, or equal to, the number of hours in level one. Then specify the multiplier rate used by the system when an employee’s hours exceed the hours per day limits. The default rate is 1.5 (time and a half). 7th Day level one: After ___ Hours; Multiply ___ — Denotes the number of hours, from 0 to 99, an employee can work on the 7th consecutive day worked before going into overtime, if applicable. Employees receive overtime pay for the 7th consecutive day worked, regardless of the number of hours worked that same week. After a defined number of hours are worked on the 7th consecutive day, employees can receive additional overtime pay. Then specify the multiplier rate used by the system when an employee works on the 7th consecutive day worked before going into overtime. The default rate is 1.5 (time and a half). 7th Day level two: After ___ Hours; Multiply ___ — Denotes the number of hours, from 0 to 99, an employee can work on the 7th consecutive day worked before going into overtime, if applicable. Employees receive overtime pay for the 7th consecutive day worked, regardless of the number of hours worked that same week. After a defined number of hours are worked on the 7th consecutive day, employees can receive additional overtime pay. The number must be greater than, or equal to, the number of hours in level one. Then specify the multiplier rate used by the system when an employee works on the 7th consecutive day worked before going into overtime. The default rate is 1.5 (time and a half).

POS Enhancement Release v6.7

Page 29

Sorting and Consolidating Modifier Group Buttons

Sorting and Consolidating Modifier Group Buttons Version

RFC Number

Products

Audience

POS v6.7

RFC 09190

Aloha Quick Service, Aloha Table Service

Store Managers End User

Automatically sorting and consolidating buttons on the display grid in Submenu Maintenance with one button touch has long been a valuable database building tool in Aloha Table Service. In v6.7, you can now use sort and consolidate buttons in Modifier Maintenance for both Aloha Quick Service and Table Service, making this process much easier and less time-consuming. To sort modifiers on the Modifier Group screen: 1. Select Maintenance > Menu > Modifier Groups.

Click Sort ^, Sort >, and Consolidate to automatically arrange the buttons on the grid the way you want.

Figure 13 Modifier Groups Function

2. Select a modifier group from the drop-down list and press Enter.

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POS Enhancement Release v6.7

Sorting and Consolidating Modifier Group Buttons

3. Click Sort ^ to display the modifiers vertically in alphabetical order on the screen.

Figure 14 Sorting Modifiers Vertically (Before and After)

Click Sort > to display the modifiers horizontally in alphabetical order on the screen.

Figure 15 Sorting Modifiers Horizontally (Before and After)

Click Consolidate to fill the empty positions, starting from the top-left to the bottom-right, on the

POS Enhancement Release v6.7

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Sorting and Consolidating Modifier Group Buttons

screen.

Figure 16 Consolidating Modifiers (Before and After)

4. Click Save to exit the Modifier Groups function.

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POS Enhancement Release v6.7

Supporting Rounding By Tender

Supporting Rounding By Tender Version

RFC Number

Products

Audience

POS v6.7

RFC 14956

Aloha Quick Service, Aloha Table Service

Store Managers End User

Other countries, such as The Czech Republic, New Zealand, and Thailand, require check rounding to occur at different levels based on the tender type, ranging anywhere from a low of 0.02 to a whole amount of 1.00. For example, the Czech Republic rounds the Czech crown to the nearest 0.50 for credit card transactions and to the nearest whole crown (1.00) for cash transactions. In New Zealand, the dollar is rounded to the nearest dime (0.10). To accommodate the International market, you can now configure a rounding method for each tender type, and you have more flexibility when choosing the rounding level to use. To configure rounding by tender: 1. Select Maintenance > Payments > Tenders > Rounding tab.

Figure 17 Tenders - Rounding Tab

2. Select a tender for which you want to define rounding from the ‘Number’ drop-down list and press Enter. 3. Select Round to___ to enable rounding for this tender and type the rounding amount. Round to ____ — Rounds the check total to the defined amount when you apply this tender. Type the rounding amount, from 0.02 to 1.00, to use for rounding the tender. Related Options: To change the decimal precision of the rounding, you must select ‘Special Currency’ in Maintenance > Store Settings > International group > Special Currency tab. 4. Select Display Adjustment.

POS Enhancement Release v6.7

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Supporting Rounding By Tender

Display Adjustment — Displays the rounding benefit on the guest check when you apply this tender. The rounding benefit describes the variance between the sales total and the payments total when using check rounding. The rounding benefit may also be viewed on various BOH reports. Required Options: You must select ‘Round to ___’ located on the same tab to enable this option. 5. Select Print Rounded Indicator, if this is a cash tender. Print Rounded Indicator — Prints the text (Rounded) after the Change line on the check when you apply this tender. Use this for cash tenders only. Required Options: 1) You must select ‘Round to ___’ located on the same tab to enable this option. 2) You must select ‘Cash’ on the Type tab to enable this option. 6. Select the rounding method to use for the tender. Rounding Method — Specifies the rounding method to use when you apply this tender. Select Up or Down if are rounding to the nearest nickel. For any other amount, select Nearest Up or Nearest Down. Required Options: You must select ‘Round to ___’ located on the same tab to enable this option. 7. Click Save. 8. Repeat this procedure for each tender for which you want to define rounding. 9. Exit the Tenders function. Using the dollar currency as an example, when you apply a cash tender of $10.75, which rounds up to the nearest 1.00, for a check total of 10.76, the system tenders the check completely with a rounding benefit of 0.24. check total apply $10.50 cash tender rounded up to the nearest 1.00 $11.00 is tendered to the check rounding benefit

$10.76 $10.50 -$11.00 = 0.24

When you use multiple payments, the system rounds the payment that reduces the check to zero only, regardless if previous payments are configured to round. check total apply $5.00 cash tender rounded up to the nearest 1.00 $5.00 is tendered to the check with no rounding. remaining balance due apply $5.76 Visa tender rounded up to the nearest 0.05 $5.80 is tendered to the check rounding benefit

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$10.76 $5.00 - $5.00 = $5.76 $5.76 - $5.80 = 0.04

POS Enhancement Release v6.7

Supporting Rounding By Tender

Upgrade Path

Upon upgrading from a version prior to v6.7, the rounding options in the International group in Store Settings are removed and relocated to Tender Maintenance. If you had your system configured for rounding, you must be aware of the changes the system made to your tender configuration.

Store Settings > International Group

Tender Maintenance

lf you previously had ‘No Check Rounding’ selected...

...the system automatically clears all options on the Rounding tab for all tenders in Tender Maintenance. The system continues not to round.

If you previously had ‘All Tenders Round to 0.05’ selected...

...the system automatically selects ‘Round to ____’ and carries over the following options for all tenders in Tender Maintenance: • The rounding to a nickel (0.05). • ‘Display Adjustment,’ if configured. • The rounding method.

If you previously had ‘Cash Tenders Round to 0.05’ selected...

If you do not want this configuration, you must access the tender and re-configure these options. ...the system automatically selects ‘Round to ____’ and carries over the following options only for all cash tenders in Tender Maintenance: • The rounding to a nickel (0.05). • ‘Print Rounded Indicator, if configured. • The rounding method. If you do not want this configuration, you must access the tender and re-configure these options.

POS Enhancement Release v6.7

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Supporting Additional Pizza Modifier Groups

Supporting Additional Pizza Modifier Groups Version

RFC Number

Products

Audience

POS v6.7

RFC 18936

Aloha Quick Service, Aloha Table Service

Store Managers End User

The existing pizza functionality in Aloha Table Service and Aloha Quick Service supports three modifier groups for each item within a given pizza category. Generally, the three modifier groups are used for 1) Size, 2) Crust, and 3) Toppings. Each modifier group is limited to 54 items; however, because of the limited screen real estate, only the third modifier group can consist of more than a few items. As of POS v6.7, the Pizza Modifier screen now supports two additional modifier groups, bringing the total number to five. This allows you to configure a more complex pizza environment to accommodate sauce choices, specialty pizzas per half, and more. For example, with five modifier groups, you could use them for 1) Size, 2) Crust, 3) Pizza Sauces 4) Pizza Toppings, and 5) Specialty Toppings. When you take advantage of all five modifier groups, the first three appear on the screen when you initiate the Pizza Modifier screen. To display the fourth and fifth modifier groups, you must select the respective modifier group button located in the center of the screen. The system ignores any modifier groups configured for a pizza item beyond the five that you are allowed. Refer to the Pizza Modifiers Feature Focus Guide for complete information on configuring the pizza functionality in the Aloha POS. SCENARIO: A guest orders a large, pan pizza with marinara sauce, with half sausage and pepperoni and half Meat Lovers. 1. Select the pizza button to initiate the Pizza Modifier screen. The first three modifier groups appear on the screen along with two new buttons labeled Pizza Toppings and Specialty Toppings appearing to the right of the third modifier group, ‘Pizza Sauces’ (Figure 18). 2. Select Large from the group of modifiers at the top-left of the screen (Size modifier group). 3. Select Pan from the group of modifiers at the bottom-left of the screen (Crust modifier group).

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POS Enhancement Release v6.7

Supporting Additional Pizza Modifier Groups

4. Select Marinara from the group of modifiers in the center of the screen (Sauce modifier group).

Modifier group 1: Pizza Size

Modifier groups 3 - 5: (Pizza Sauces selected)

Modifiers for selected modifier group (3) appear here

Modifier group 2: Pizza Crust

Figure 18 FOH Pizza Screen

5. 6. 7. 8. 9. 10.

Touch Pizza Toppings to display the list of pizza toppings. Touch the Left Half button. Select Pepperoni and Sausage from the center of the screen (Pizza Toppings modifier group). Touch Special Topping to display the list of specialty toppings. Touch the Right Half button. Select Meat Lovers from the center of the screen (Special Toppings modifier group).

Modifier groups 3 - 5: (Special Topping selected)

Modifiers for selected modifier group (5) appear here

Figure 19 FOH Pizza Screen - Half Order

11. Touch OK to exit the screen.

POS Enhancement Release v6.7

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Adding Modify Item in Aloha Spy

Adding Modify Item in Aloha Spy Version

RFC Number

Products

Audience

POS v6.7

RFC 40695

Aloha Quick Service, Aloha Table Service

Store Managers End User

This RFC makes modifications to the TCP/IP data streams and COM port output, as generated by Aloha Spy, to add modifier transactions to the text overlay on the monitor screen, and to the basic information captured for possible later reference in Debout.spy. When a server adds a regular or open modifier to a menu item, the item and its modifier appear on the screen together, after exiting the modifier screen. If the server must cancel, void, or refund a modifier, this information also appears on the text overlay and in Debout.spy. This feature is immediately available upon upgrade to Aloha v6.7.0.1813, or later, and after restarting the Aloha Spy service, AlohaSpy.exe. Refer to the Aloha Spy Feature Focus Guide for complete information on configuring and using the Aloha Spy feature.

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POS Enhancement Release v6.7

Enhancing Order Entry for Delivery Operations

Enhancing Order Entry for Delivery Operations Version

RFC Number

Products

Audience

v6.7

RFC 67693 RFC 74654

Aloha Quick Service, Aloha Table Service

Configuration Technician Store Manager

Changes made to the Delivery functions in Job Codes, impact the way Aloha responds to actions taken by delivery drivers. The changes do not affect the content of reports, but do provide more flexibility in both Aloha Quick Service and Table Service installations, of especially the former. In previous versions, the delivery driver and delivery order taker functions were mutually exclusive. An employee assigned to a job code with both of these options enabled was unable to perform order entry. This change removes the exclusivity of these functions, making it possible for a delivery driver to also enter orders, if they are not currently signed out on a delivery. If the employee is signed out for a delivery, Aloha prevents order entry until they sign back in. The ability to use the Delivery feature to recall a closed order and adjust or modify payments, in spite of access level restrictions normally denying Adjust Payments permissions, has been a great benefit in certain types of operations, but the potential for abuse has required a change. We have added a new option to the Delivery tab, in Job Codes, ‘Cannot adjust recalled closed checks.’ This new option, disabled by default, prevents order modification when the Delivery interface is enabled. Aloha displays the message, “The check is closed. This function is unavailable,” when an employee attempts to modify a check, if they are assigned to a job code in which the new option is enabled. If it becomes necessary to modify an order, a manager, or other employee with proper access-level permissions, must reopen the order and make the changes. To restrict adjustments to recalled closed delivery checks: 1. Select Maintenance > Labor > Job Codes > Delivery tab.

The ‘Delivery Driver’ and ‘Delivery Order Taker’ options are now exclusive.

Figure 20 Job Codes - Delivery Tab

2. Select a delivery job code from the ‘Number’ drop-down list and press Enter. POS Enhancement Release v6.7

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Enhancing Order Entry for Delivery Operations

3. Select Cannot adjust recalled closed checks. Cannot adjust recalled closed checks — Prevents an employee using this job code from adjusting a recalled closed check from the FOH Delivery screen. 4. Click Save and exit the Job Codes function.

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POS Enhancement Release v6.7

Enhancing the Aloha COM Interface for v6.7

Enhancing the Aloha COM Interface for v6.7 Version

RFC Number

Products

Audience

POS v6.7 POS v6.7

RFC 70097 RFC 73646

Aloha Quick Service, Aloha Table Service Aloha Quick Service, Aloha Table Service

Configuration Technician Configuration Technician

We made the following enhancements to the Aloha COM Interface in v6.7. RFC 70097 - This enhancement allows Quick Service and Table Service users to void multiple items on the same check through the Aloha COM interface. There are additional considerations for this enhancement. 1. Select Maintenance > System > Void Reasons.

Figure 21 Void Reasons Function

2. Select For Aloha Connect Use Only. Aloha Connect Use Only — Specifies this void reason is used for an application via Aloha Connect only. Use this for applications such as Aloha Takeout Delivery (ATOD) 3. Select Do Not Report. Do Not Report — Indicates this void reason does not appear on the BOH Audit report and BOH Voids report. Use this option for applications such as voids used for Aloha Takeout Delivery (ATOD). Required Options: You must select ‘Aloha Connect Use Only’ to enable this option. 4. Click Save and exit the Void Reasons function.

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Enhancing the Aloha COM Interface for v6.7

RFC 73646 - This enhancement allows Quick Service and Table Service users to use an additional fourth and fifth modifier groups when ordering pizza through the Aloha COM interface. There is no configuration required. Refer to “Supporting Additional Pizza Modifier Groups” on page 36 in this document for more information.

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POS Enhancement Release v6.7

Replacing Default Tip Text Based on Gratuity

Replacing Default Tip Text Based on Gratuity Version

RFC Number

Products

Audience

POS v6.7

RFC 70845

Aloha Quick Service, Aloha Table Service

Configuration Technician End User

Currently, you can replace the text for the standard tip line on the guest check and voucher; however, this same text is used whether an automatic gratuity is added to the check or not. This could cause confusion for the guest when the tip text is something like “Tip Not Included.” This works well for a check without automatic gratuity, but the text does not translate well for checks with an automatic gratuity added. In POS v6.7, you can now configure separate text strings for checks with and without automatic gratuity. To configure the text to replace the default tip text: 1. Select Maintenance > Store Settings > Printing Group > Check Content 3 tab.

Figure 22 Store Settings - Printing Group - Check Content 3 Tab

Upgrade Upon upgrading from a previous version, the ‘Replacement Text’ group box is moved to the Path new Check Content 3 tab and the current ‘Tip Text’ label is renamed to ‘Tip Text Without Gratuity.’ 2. Type in the ‘Tip Text Without Gratuity’ text box the text to replace the tip text when gratuity is not added to the check. “Tip” Text Without Gratuity — Specifies the text to appear on the guest check in place of the standard tip text when gratuity is not added. 3. Type in the ‘Tip Text With Gratuity’ text box the text to replace the tip text when automatic gratuity is added to the check.

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Replacing Default Tip Text Based on Gratuity

“Tip” Text With Gratuity — Specifies the text to appear on the guest check in place of the standard tip text when gratuity is added. The ‘Tip Text With Gratuity’ is used with automatic gratuity; therefore, the option is only available in Table Service. 4. Click Save and exit the Store Settings function.

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POS Enhancement Release v6.7

Configuring Gross Sales for Sales by Category Section

Configuring Gross Sales for Sales by Category Section on Sales Summary Report Version

RFC Number

Products

Audience

POS v6.7

RFC 72019

Aloha Quick Service, Aloha Table Service

Configuration Technician End User

In POS v6.7, you now have more flexibility in configuring the gross sales formula in the Sales by Category section of the BOH Sales Summary report by optionally excluding comps and promotions. This allows the section to reflect the money you actually take in as payments received. To configure gross sales for Sales by Category section on Sales Summary report: 1. Select Reports > Sales > Sales > Summary. The Sales Report dialog box appears. 2. Click Settings. The Sales Report Settings dialog box appears.

Figure 23 Sales Report Settings Dialog Box

3. Select Sales by Category from the ‘Available’ list box and click >. Additional options appear in the right of the dialog box. 4. Select Gross Sales Don’t Include Comps. Gross Sales don’t include Comps — Excludes comps from the gross sales calculation for the Sales by Category section. When enabled, the system ignores the ‘NetHasComps’ and ‘NetHas Promos’ settings in Aloha.ini. 5. Select Gross Sales Don’t Include Promos. Gross Sales don’t include Promos — Excludes promotions from the gross sales calculation for the Sales by Category section. When enabled, the system ignores the ‘NetHasComps’ and ‘NetHasPromos’ settings in Aloha.ini.

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Configuring Gross Sales for Sales by Category Section on Sales Summary Report

6. Click Save. When you view or print the BOH Sales Report, the ‘Comps’ and ‘Promos’ columns remain the same in the Sales by Category section; however, the Grs Sls column adjusts depending on the values in ‘Gross Sales don’t include Comps’ and ‘Gross Sales don’t include Promos.’ SCENARIO: The guest has an $11.74 check, with $1.76 in taxes. The manager applies a $1.50 comp. When you select ‘Gross Sales don’t include Comps,’ the comped amount appears in the Comps column, but not in the Grs Sls column total. At the bottom of the section an asterisk appears, stating “GrsSls does not include: Comps.”

Figure 24 BOH Sales Report With ‘Gross Sales don’t include Comps’ Selected

When you select ‘Gross Sales don’t include Promos,’ the promotion amount appears in the Promos column, but not in the Grs Sls column total. At the bottom of the section an asterisk appears, stating “GrsSls does not include: Promos.”

Figure 25 BOH Sales Report With ‘Gross Sales don’t include Promos’ Selected

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Configuring Gross Sales for Sales by Category Section

When you select both ‘Gross Sales don’t include Comps,’ and ‘Gross Sales don’t include Promos,’ the comped and promotion amounts appear in their respective columns, but not in the Grs Sls column total. At the bottom of the section an asterisk appears, stating “GrsSls does not include: Comps & Promos.”

Figure 26 BOH Sales Report With ‘Gross Sales don’t include Comps’ and ‘Gross Sales don’t include Promos’ Selected

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Configuring Video Display Method by Terminal

Configuring Video Display Method by Terminal Version

RFC Number

Products

Audience

POS v6.7

RFC 72197

Aloha Quick Service, Aloha Table Service

Configuration Technician Store Managers

Restaurants offering both dine-in and delivery services often need the two types of orders to display differently on the video screen. In most cases, you can distinguish between these two types of orders based on the revenue center or terminal from which you generate the order. As of v6.7, you can now designate a video display method to use for a specific revenue center or terminal using a new event called Set Video Display Method by Term/Rev Center. The available display methods are Display Items as Entered, Display One Behind, Display Items When Ordered/Finalized, and Default to Video Queue Settings. SCENARIO: A restaurant offers a dine-in and delivery service, but the time required to prepare the food is very quick. This is great for dine-in guests but can conversely impact the quality of food and customer satisfaction for guests requesting delivery, especially if the driver is out making a delivery at the time the guests places their order. The food could sit for some time, getting cold, before the driver returns for the next delivery. Configure a Display Method by Term/Rev Center event to activate for the revenue center or terminal that drives the delivery side of the business to display the items when the order is finalized. This will drive up the food quality at the time of delivery and help ensure repeat business from the guest. To activate the video display method by terminal or revenue center: 1. 2. 3. 4. 5. 6.

Select Maintenance > System > Events. The System Events function tab appears. Click Add Event. The Event Time & Type dialog box appears. Select Set Video Display Method by Terminal from the ‘Event Type’ drop-down list. Select Daily, or a time frequency of your choice. Type the time for the event to begin. To keep the event activated all day, leave the value at 00:00. Click OK. The Set Video Display Method by Term/Rev Cent dialog box appears.

Figure 27 Set Video Display Method by Term/Rev Center Dialog Box

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Configuring Video Display Method by Terminal

7. Select the revenue center to reroute using the event. When you select a revenue center, ‘None’ appears in the Terminal drop-down box. -OR8. Select the terminal to reroute using the event. When you select a terminal, ‘None’ appears in the Revenue Center drop-down box. 9. Select the video display method, such as Display Items When Ordered/Finalized, to use for the terminal or revenue center. 10. Click OK to add the event to the list. 11. Exit the System Events function. As normal, the system reverts back to your original settings after the EOD runs. If you want to activate a display method at a certain time and then revert back before the EOD runs, such as after rush hour, you must configure another event to enable the terminal or revenue center to use the default display methods in Video Queue Maintenance. To deactivate the video display method by terminal or revenue center: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11.

Select Maintenance > System > Events. The System Events function tab appears. Click Add Event. The Event Time & Type dialog box appears. Select Set Video Display Method by Terminal from the ‘Event Type’ drop-down list. Select Daily, or a time frequency of your choice. Type the time for the event to begin. To keep the event activated all day, leave the value at 00:00. Click OK. The Set Video Display Method by Term/Rev Cent dialog box appears. Select the revenue center to reroute using the event. When you select a revenue center, ‘None’ appears in the Terminal drop-down box. Select the terminal to reroute using the event. When you select a terminal, ‘None’ appears in the Revenue Center drop-down box. Select Default to Video Queue Settings from the ‘Display Method’ drop-down box. Click OK to add the event to the list. Exit the System Events function.

POS Enhancement Release v6.7

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Printing Legal Disclaimer for Prepaid Visa and American Express Cards

Printing Legal Disclaimer for Prepaid Visa and American Express Cards Version

RFC Number

Products

Audience

POS v6.7

RFC 72965

Aloha Quick Service, Aloha Table Service

Configuration Technician Store Managers

Some establishments require you to print a legal disclaimer when the balance of a third party prepaid payment card prints on a receipt. In the Aloha system, you can print an additional message on the receipt; however, the message prints on all credit cards. With this new feature, you can print the legal disclaimer for prepaid payment cards only.

Configuring a Legal Disclaimer Message to Print To create a legal disclaimer for prepaid payment cards: 1. Select Maintenance > Messages > Guest Check Messages.

Figure 28 Guest Check Messages Function

2. 3. 4. 5.

Type an unused number in the ‘ID’ drop-down list and press Enter. Type the descriptive name for the message, such as PrePaid Cards Msg. Type the text for the title of the message, such as “Third Party Prepaid Card Disclaimer.” Type the text for the body of the message, such as “A prepaid credit card was used for this payment.” 6. Click Save and exit the Guest Check Messages function.

To associate the message to print for prepaid payment cards: 1. Select Maintenance > Store Settings > Credit Card group > Voucher Printing 1 tab. 2. Select the number of vouchers you want to print. Page 50

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Printing Legal Disclaimer for Prepaid Visa and Ameri-

3. Select the Voucher 2 tab.

Figure 29 Store Settings - Credit Card Group - Voucher Printing 2 Tab

4. Select the legal disclaimer message from the ‘Message’ drop-down list. Print Message for Prepaid Cards — Holds a configured legal disclaimer message to print for prepaid payment cards only. Required Options: 1) You must configure at least one voucher to print in Maintenance > Store Settings > Credit Card group > Voucher 1 tab. 2) You must clear ‘Do not print vouchers’ in Maintenance > Payments > Tenders > Type tab for the prepaid tender. Related Requirements: You must select Maintenance > Messages > Guest Check Messages and create a message to print for prepaid cards. 5. Click Save and exit the Store Settings function.

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Printing Legal Disclaimer for Prepaid Visa and American Express Cards

Printing the Legal Disclaimer Message from the FOH When the Aloha POS system detects the payment card is a prepaid card, the legal disclaimer message prints on the credit card receipt. The message does not print for gift cards or any payment card other than a prepaid payment card. The disclaimer message also does not print if the processor is offline or if ‘Do not print vouchers’ is selected for the payment card tender.

Figure 30 Example Voucher with a Legal Disclaimer for Prepaid Payment Cards

Reprinting the Legal Disclaimer Message You can reprint the legal disclaimer from the FOH only when the check is open. The voucher and the disclaimer does not print when you try to reprint a closed check from the FOH or BOH.

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POS Enhancement Release v6.7

Supporting Fiscal Requirements for Quebec

Supporting Fiscal Requirements for Quebec Version

RFC Number

Products

Audience

POS v6.7

RFC 73065 RFC 74435 RFC 74437 RFC 75044

Aloha Quick Service, Aloha Table Service

Configuration Technician Store Managers

Some restaurant operators have started using technological devices known as zappers, to hide sales from their customers and falsify accounting records, resulting in tax evasion. To combat this, the Quebec government is mandating all POS systems to communicate with the sales recording module (SRM), a microcomputer that connects in to the POS system device that intercepts the printing of all guest checks and adds a fiscal transaction ID and a legal attachment to the receipt, as depicted in the diagram in Figure 31. When a transaction occurs, the fiscal device intercepts the transaction and adds a fiscal transaction ID and a legal disclaimer to print at the bottom of the guest check.

Figure 31 SRM Communication Diagram

Configuring Fiscal Requirements for Quebec To meet the fiscal requirements for Quebec, you must configure each receipt printer as a fiscal printer that connects to the SRM device. In addition to implementing the interface with the SRM device, you must also configure three specific transaction types to fully support the fiscal requirements for Quebec. • • •

Package deals Group events Duplicate guest check printing

These transaction types are specific to Quebec market and are required to pass through the SRM device.

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Configuring a Fiscal Quebec Printer You must set up each printer that will interface with the SRM device as a fiscal printer. We recommend using printers that emulate an Epson TM-T80 type; however, the printer settings differ from the recommended Aloha printer setup settings. Make the following adjustments, as necessary. The changes to the standard Aloha printer are indicated in bold.

Baud rate Data bits Parity Stop bits Handshaking Buffer capacity

Aloha Printer

Quebec Printer

9600 bps 8 bits E(ven) 1 bit or more Xon/Xoff

9600 bps 8 bits N(one) 1 bit or more DTR/DSR 4K

You must also make the following dip switch settings. The changes to the standard Aloha printer are indicated in bold. Set 1

Aloha Printer Quebec Printer Set 2

Aloha Printer Quebec Printer

SW-1 SW-2 SW-3 SW-4 SW-5 SW-6 SW-7 SW-8

OFF OFF ON OFF ON ON ON OFF

OFF OFF OFF OFF OFF OFF OFF OFF

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OFF OFF OFF OFF OFF ON ON OFF

SW-1 SW-2 SW-3 SW-4 SW-5 SW-6 SW-7 SW-8

OFF OFF OFF OFF OFF OFF OFF OFF

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Supporting Fiscal Requirements for Quebec

To configure a fiscal Quebec printer: 1. Select Maintenance > Hardware > Printers > Setup tab.

Figure 32 Printers Function

2. 3. 4. 5. 6. 7.

Type an unused number in the ‘Number’ drop-down list and press Enter. Select Fiscal Quebec from the ‘Type’ drop-down list. Configure the remaining options from the Printers function, as appropriate. Click Save. Repeat this procedure for each printer interacting with the SRM device. Exit the Printers function.

Configuring a Package Deal A package deal is an item or group of items sold as a package deal and paid outside of the POS system. You must configure a Package Deal button to send an identifier to the SRM device when you enter a check to account for the transaction. Add the Package Deal button to an order screen panel in use for Aloha Table Service or an available button functions panel in Aloha Quick Service. You must also configure a Package Deal comp to account for the purchases made outside of the POS system.

The POS system does not validate if a package deal is on the check.

To add a package deal button to a panel: 1. Access Panel Editor. 2. Select an available order screen panel in Aloha Table Service or an available order screen panel in Aloha Quick Service. POS Enhancement Release v6.7

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Supporting Fiscal Requirements for Quebec

3. Double-click an available button. 4. Select Quebec Fiscal Printing from the ‘Functions’ drop-down box.

Figure 33 Package Deal Button Function

5. Click OK to add the button to the panel and exit the Panel Editor function. To configure a package deal comp: 1. 2. 3. 4. 5. 6. 7.

Select Maintenance > Payments > Comps. Select an unused number from the ‘Number’ drop-down box and press Enter. Type a descriptive name for the comp, such as ‘Package Deal.’ Type 100 as the percentage off. Select Active to make the comp Active. All other options for the Package Deal comp are irrelevant as the POS does no validation on items. Click Save and exit the Comps function.

Configuring a Group Event A group event is an occasion where the merchant has contracted and remitted a check for payment outside of the POS system. After the event, the bill is then sent to the customer. You must configure a Group Event button to enter a check to account for the transaction and send an identifier to the SRM device. Add the Group Event button to an order screen panel in use for Aloha Table Service or an available button functions panel in Aloha Quick Service. You must also configure a Group Event item with a price of $0.00 to associate with the occasion, since each check must contain an item, per Aloha functionality. To configure an item to associate with a group event: 1. Select Maintenance > Menu > Items. Page 56

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Supporting Fiscal Requirements for Quebec

2. 3. 4. 5. 6. 7.

Select an unused number from the ‘Number’ drop-down box and press Enter. Type a description name for the item, such as ‘Group Event.’ Select the Price tab. Type 0.00 in the ‘Price’ text box. Configure the remaining options for the item, as appropriate. Click Save and exit the Items function.

To configure a Group Event button: 1. Access Panel Editor. 2. Select an available order screen panel in Aloha Table Service or an available order screen panel in Aloha Quick Service. 3. Double-click an available button. 4. Select Quebec Fiscal Printing from the ‘Functions’ drop-down box.

Figure 34 Group Even Button Function

5. Select Group Event. 6. Select an item to associate with group events. If the item has a price associated, an error message appears.

Figure 35 Group Event Selection Error

7. Click OK to add the button to the panel. POS Enhancement Release v6.7

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Supporting Fiscal Requirements for Quebec

Configuring a Duplicate Guest Check Button All guest checks must print via the SRM device.To provide the ability to reprint a guest check, you must add a Duplicate Guest Check button to an order screen panel in use for Aloha Table Service or an available button functions panel in Aloha Quick Service. To safeguard against guest checks printing without the fiscal transaction ID and a legal attachment to the receipt, you should remove all ability to reprint a guest check unless you reprint with the Duplicate Guest Check button. This includes reprinting from the BOH. To configure a Duplicate Guest Check button: 1. Access Panel Editor. 2. Select an available order screen panel in Aloha Table Service or an available order screen panel in Aloha Quick Service. 3. Double-click an available button. 4. Select Duplicate Guest Check from the ‘Functions’ drop-down box.

Figure 36 Duplicate Guest Check Button Function

5. Click OK to add the button to the panel.

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Supporting Fiscal Requirements for Quebec

Using Fiscal Requirements for Quebec When you print while connected to the SRM device, the guest check is returned with a Fiscal Transaction ID and a legal barcoded addendum to the bottom of the check.

fiscal transaction

legal attachment with barcode

Figure 37 Quebec Fiscal Printing Attachment to Guest Check

Entering a Package Deal When you have a package deal that is paid outside of the POS system, enter the package deal in the system and then comp the items.

The POS system does not validate if a package deal is on the check.

To enter a package deal: 1. Start a check. 2. Enter items from the package deal to the check, as normal. 3. Touch the Package Deal button. The SRM device receives an identifier from the POS system system. The POS system does not verify if a package deal is on the check. Note: This action is behind the scenes and the POS system will not do anything when you press the Package Deal button.

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Supporting Fiscal Requirements for Quebec

4. Touch Close to display the Comp screen in Table Service or navigate to your panel containing your comps in Quick Service and touch the Package Deal comp button. If the Select Items to Comp screen appears, select the items from the guest check window and touch OK. 5. The system applies the comp to the item(s) at 100%. If the check as a remaining balance, tender any non-package deal items, as normal.

Figure 38 On-screen Guest Check with Package Deal

6. Close the check, as normal.

Entering a Group Event When you have a group event that is paid outside of the POS system, enter the group event in the system. You cannot add items or perform any other action to the check except close the check. Once entered, the group event does not display, print, reprint, or affect any Aloha report.

The POS system does not validate if a package deal is on the check.

To enter a group event: 1. Start a check, as normal.

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2. Touch Group Event. The FOH Group Event screen appears.

Figure 39 FOH Group Event Screen

3. Enter the contact number, using the alphanumeric keypad, and touch Next or touch the next required entry. 4. Enter the estimated contract amount, using the alphanumeric keypad, and touch Next or touch the next required entry. 5. Enter the estimated number of persons, using the alphanumeric keypad, and touch OK to return to the order entry screen. 6. Touch OK. The information is added to the check. You cannot add items or perform any other action to the check except close the check.

Figure 40 On-screen Guest Check with Group Event

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7. Close the check, as normal. The guest check prints with the group information.

transaction ID group event information

Figure 41 Guest Check with Group Event

Duplicating a Guest Check To duplicate a guest check for the Quebec fiscal printer: 1. Recall the check you want to reprint from the Working with Tables/Tabs screen in Aloha Table Service or using the recall buttons in Aloha Quick Service.

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2. Touch the Duplicate Guest Check button. The guest check prints to the local printer with the fiscal transaction ID.

transaction ID

Figure 42 Duplicate Guest Check

3. Exit the check, as normal.

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Preventing the Pizza Screen from Automatically Prompting Upon Ordering

Preventing the Pizza Screen from Automatically Prompting Upon Ordering Version

RFC Number

Products

Audience

POS v6.7

RFC 73139

Aloha Quick Service, Aloha Table Service

Store Managers

Complex pizza establishments find it beneficial, when using the full functionality of the Pizza Modifier function, to prompt you with the Pizza Modifier screen when you select a pizza from the FOH, so you can enter such things as the crust, size, and toppings. Other restaurants; however, may only offer a small selection of pizzas, or only one size. The prompting of the Pizza Modifier screen could be an annoyance each time you select a pizza. In POS v6.7, you can now prevent the Pizza screen from automatically prompting upon ordering by configuring the system to follow the screen flow requirements of the individual modifier groups attached to the pizza item. This way you need only to access the pizza screen when you want. To prevent the Pizza screen from automatically appearing upon ordering: 1. Select Maintenance > Store Settings > Order Entry > Pizza tab.

Figure 43 Store Settings - Order Entry Group - Pizza Tab

2. Select Screen flow follows modifier group setup. Screen flow follows modifier group setup — Enables the system to follow the screen flow requirements from the individual modifier groups attached to the pizza item. If one or more modifier groups has ‘Screen Flow Required’ selected, or a value of more than zero in the ‘Min’ field displays. Use this option if you do not want the Pizza screen to automatically appear when you select a pizza item from the FOH. If cleared, the system automatically displays the Pizza screen when you select a pizza item. 3. Click Save and exit the Store Settings function. Page 64

POS Enhancement Release v6.7

Supporting Code Page 852/1250 for Native Printing

Supporting Code Page 852/1250 for Native Printing Version

RFC Number

Products

Audience

POS v6.7

RFC 73920

Aloha Quick Service, Aloha Table Service

Store Managers

To support native character printing for languages residing in Central and Eastern Europe, and Germany, the Aloha POS system now supports MS Windows code pages 852 and 1250. If you are using an Epson TM80 printer, or an emulation, we recommend using code page 852. If you are using an OPOS printer, you must install the OPOS driver set on the terminal and use code page 1250. To use code page 852/1250 for a printer: 1. Select Maintenance > Hardware > Printers > Setup tab.

Figure 44 Printers - Setup Tab.

2. Select a printer ID from the ‘Number’ drop-down list and press Enter. 3. Select 852 Central Europe or 1250 Central Europe from the ‘Code Page’ drop-down list. 4. Click Save and exit the Printers function.

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Supporting Configured Number of Modifier Rows and Columns on Pizza Screen

Supporting Configured Number of Modifier Rows and Columns on Pizza Screen Version

RFC Number

Products

Audience

POS v6.7

RFC 73954

Aloha Quick Service, Aloha Table Service

Store Managers

The Aloha system supports a configured layout of modifier groups that appear on the FOH screens. By default, the system uses seven rows and three columns, totalling 21 modifiers per page. The Pizza Modifiers screen; however, does not adhere to this layout and always uses six rows and three columns, totalling 18 modifiers. In POS v6.7, the Pizza Modifiers screen now respects the modifier row and column configuration defined in Store Settings. This allows a consistent display of modifiers on the hard-coded screens, including the Pizza Modifiers screen.

Figure 45 Store Settings - User Interface Group - Order Screen 1 Tab

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Supporting Configured Number of Modifier Rows and

In the following example, the modifier columns and rows are set to 8 x 4. The modifier buttons located in the center of the Pizza Modifiers screen either shrink or expand in accordance with the layout.

Figure 46 Pizza Modifiers Screen 8 x 4

Refer to the Pizza Modifiers Feature Focus Guide for complete information on configuring and using the Pizza Modifiers functionality.

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Supporting Validation Code for Private Label Cards

Supporting Validation Code for Private Label Cards Version

RFC Number

Products

Audience

POS v6.7

RFC 74323 RFC 76669

Aloha Quick Service, Aloha Table Service

Store Managers

To increase fraud protection, you can now require the entry of the security validation codes associated with a private label payment card, similar to the CPN, CID, C2V2, CVV2 numbers used with standard credit cards. You can configure the prompt to appear when the card is manually or electronically entered, the minimum and maximum number of alphanumeric characters to capture, and if you want to re-prompt for the validation code a second time. If you distribute your own private label gift cards and need this feature, contact Radiant Systems for custom development.

Configuring Private Label Cards to Prompt for a Validation Code Configuring the prompt for the cardholder’s validation code requires settings in the Tenders function and an access level to bypass the entry of the validation code, if required. You must define each private label tender for which you want to prompt for the validation code. You can enforce the entry of the validation code for all transactions, or only those in which you enter the card number manually. You can also specify the prompt text to appear on the screen, and the minimum number of digits you can enter for the validation code. To configure a private label card to prompt for a validation code: 1. 2. 3. 4.

Select Maintenance > Payments > Tenders. Select a private label card tender from the ‘Number’ drop-down list and press Enter. Select the Identification tab. Select Require Identification to enable the options on the Security Verification tab.

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5. Select the Security Verification tab.

Figure 47 Tenders - Security Verifications Tab

6. Select Enter Validation Code. Enter Validation Code — Requires the entry of the cardholder’s validation code for the private label card at the point-of-sale. Required Options: You must select ‘Require Identification’ on the Identification tab to enable the options in the Validation Code group box. Related Options: To allow an employee to override the entry of the validation code, select ‘Override Security Verification’ in Maintenance > Labor > Access Levels > Financial 2 tab. 7. Select Required. Required — Enforces the entry of the validation code for the private label card, regardless if a manager approves the omission of the validation code. Required Options: You must select ‘Enter Validation Code’ to enable this option. 8. Select All Cards. All Cards — Requires you to enter the validation code for all transactions, whether you enter the card number manually or electronically. Clear the check box to only prompt for the validation code for manually entered card numbers. 9. Select the minimum required number of characters or digits. # of Characters: Min — Defines the minimum number of characters or digits, from one to 10, required for the validation code. For example, if the validation code in your region contains five digits, then select 5. 10. Select the maximum number of characters or digits.

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# of Characters: Max — Defines the maximum number of characters or digits, from one to 10, required for the validation code. 11. Select Number Only. Number Only — Requires you to always enter numeric values for the validation code. Clear this option to allow alphanumeric values. 12. Select Prompt Twice. Prompt Twice — Requires you to enter the validation code two times for the transaction, and both entries must match before you can proceed. 13. Type up to 20 characters of text to appear as the prompt, such as ‘Validation Code.’ Prompt — Specifies the text to prompt for the validation code on the FOH Security Verification screen. You can enter up to 20 characters. 14. Click Save. 15. Repeat this procedure for each payment card tender for which you require the entry of the validation code. 16. Exit the Tenders function. To bypass the entry of the validation code, you can use access levels to configure the system to allow certain employees, such as a manager, to bypass the prompt. When you do not enter the validation code in the FOH, the Manager Approval screen appears, requiring an employee with access to enter their password before continuing. If you do not configure the system to allow an employee to bypass the prompt, an error message appears stating that you must enter the validation code. To provide the ability to bypass the validation code prompt: 1. 2. 3. 4. 5. 6.

Select Maintenance > Labor > Access Levels > Financial 2 tab. Select an access level, such as Manager, from the ‘Level’ drop-down list and press Enter. Select Override Security Verification. Click Save. Repeat this procedure for each access level that can override the entry of the validation code. Exit the Access Levels function.

Entering the Validation Code for Private Label Cards When you require the validation code, the Security Verification screen appears when you enter the transaction amount on the payment card screen, and only on the initial request to the processor. Tip adjustments do not require the entry of the validation code. To enter the validation code for private label cards: 1. With the check displayed in the guest check window, select a payment card tender configured to require the validation code.

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2. Enter the sales amount, tip amount, and expiration date, as required, and touch OK. The Security Verification screen appears.

Figure 48 FOH Security Verification Screen (Validation Code Prompt)

3. Enter the validation code of the cardholder, using the numeric keypad, and touch OK. If you do not enter the validation code, the Manager Approval screen appears. A manager, or an employee with access, must enter their employee number and touch OK to bypass the entry of the validation code and continue with the procedure. 4. If you are prompted to re-enter the validation code, enter the validation code again and touch OK.

Figure 49 FOH Security Verification Screen (Re-Prompt for Verification Code)

5. Close the check, as normal.

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Prompting Twice for Manually Entered Payment Cards

Prompting Twice for Manually Entered Payment Cards Version

RFC Number

Products

Audience

POS v6.7

RFC 74341

Aloha Quick Service, Aloha Table Service

Store Managers

To increase security and reduce incorrect manual entries for payment cards, you can now require employees to enter the credit or gift card number a second time. The system validates the two entries are the same and then proceeds to authorize. To configure the re-prompting of manually entered payment cards: 1. Select Maintenance > Payments > Tenders > Identification tab.

Figure 50 Tenders - Identification Tab

2. Select a payment card tender from the ‘Number’ drop-down box and press Enter. 3. Select Prompt Twice For Manual Entry. Prompt Twice For Manual Entry — Requires you to enter the credit or gift card number twice. The system validates the two entries are identical before authorizing. Required Options: You must select either ‘Gift Card’ or ‘Credit Card’ in Maintenance > Payments > Tenders > Type tab to enable this option. 4. Click Save. 5. Repeat this procedure for each payment card for which you want to prompt twice for a manually entered number. 6. Exit the Tenders function.

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To enter the payment card number twice: 1. When you are ready to tender the check, select the appropriate credit or gift card tender button. The tender screen appears. 2. Enter the amount to tender, or accept the total of the check, and touch OK. 3. Enter the tip amount, if any. 4. Enter the payment card number, using the numeric keypad, and touch OK. The system prompts you to re-enter the card number.

Figure 51 FOH Tender Screen

5. Enter the payment card number again, and touch OK. If the entries do not match, the system discards both entries and an error appears.

Figure 52 Card # Entries Do Not Match Error

Touch inside the box to clear the message and repeat the procedure. The system does not authorize the transaction until both entries are identical. 6. Once the transaction is authorized, complete the transaction, as normal.

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Forcing Authorization for Gift Card Redemptions

Forcing Authorization for Gift Card Redemptions Version

RFC Number

Products

Audience

POS v6.7

RFC 74342

Aloha Quick Service, Aloha Table Service

Store Managers

For customers who distribute their own private label gift cards, you can now redeem a gift card using the ‘Force’ button on the FOH. This is particularly useful when communication between Aloha EDC and the processor is offline. The transaction is processed locally by EDC and the authorization number is stored in the EDC transaction file for settlement. The forced transaction is not submitted to the processor once communication has been re-established. If you distribute your own private label gift cards and need this feature, contact Radiant Systems for custom development. To configure forced authorizations for gift card redemptions: 1. Select Maintenance > Payments > Tenders > Authorization tab.

Figure 53 Tenders - Authorization Tab

2. Select a gift card tender from the ‘Number’ drop-down list and press Enter. 3. Select Allow Force Authorization. Allow Force Authorization — Enables you to force an authorization of a gift card via the Force button in the FOH. You must contact Radiant Systems for custom development to use this feature. Required Options: 1) You must select ‘Gift Card’ and ‘Private Label’ from the drop-down list in Maintenance > Payments > Tenders > Type tab to enable this option. 2) To provide the ability to force an authorization, you must select ‘Force Auth’ in Maintenance > Labor > Access Levels > Financial tab and assign the level to the employee. Related Requirements: For Quick Service, you must access Panel Editor and add the Force Tender button to your Tenders panel to use this feature. Page 74

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4. Click Save. 5. Repeat this procedure for each gift card tender for which you want to allow redemption using forced authorizations. 6. Exit the Tenders function. To force a gift card authorization from the FOH: 1. When you are ready to tender the check, navigate to the FOH Close screen for Aloha Table Service or the panel containing your tender buttons for Aloha Quick Service. 2. Select the gift card tender. The system attempts to process the transaction. If the gift card host is offline, the system returns with a message the server is down.

Figure 54 FOH Close Screen With Failed Transaction (Table Service)

3. Select the failed tender transaction from the FOH guest check window and touch the Force button. The tender screen appears, populated with all previously entered information, such as the amount and card number.

Figure 55 FOH Tender Screen

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4. Enter the authorization number, using the numeric keypad, and touch OK. The system approves the transaction using forced authorization. 5. Close the check as normal.

You cannot force the gift card authorization from the BOH.

Reporting Forced Authorizations for Gift Card Redemptions Per existing functionality, the ‘F’ indicator appears under the Auth column for each forced transaction in the EDC Transaction Report.

Figure 56 EDC Transaction Report with Forced Authorizations

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POS Enhancement Release v6.7

Supporting Radiant SRP275 Impact Printer

Supporting Radiant SRP275 Impact Printer Version

RFC Number

Products

Audience

POS v6.7

RFC 74535

Aloha Quick Service, Aloha Table Service

Store Managers

Radiant Systems now offers the Radiant SRP275 impact printer, which emulates the Epson TM-80. The Radiant SRP275 is a highly reliable impact printer that features 1.5 million cuts for the auto-cutter, multiple paper widths, such as 57.5, 69.5, or 75 mm, printing 5.1 lines per second, and a front drop-in paper loading. The device ships with a standard DB-25 serial interface.

Figure 57 Radiant SRP275 Impact Printer

To configure the Radiant SRP275 impact printer: 1. Select Maintenance > Hardware > Printers > Setup tab.

Figure 58 Printers - Setup Tab

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2. Select a number from the ‘Number’ drop-down list and press Enter. 3. Select Radiant SRP275 from the ‘Type’ drop-down list. 4. Click Save and exit the Printers function.

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POS Enhancement Release v6.7

Supporting Prompts for Cash Drops in Table Service

Supporting Prompts for Cash Drops in Table Service and Public Cash Drawers Version

RFC Number

Products

Audience

v6.7

RFC 74566

Aloha Quick Service, Aloha Table Service

Configuration Technician Store Manager

To safeguard against carrying too much cash in the drawer, you can configure Aloha Quick Service to prompt you to make a cash drop when the cash drawer reaches a specified cash amount. You can configure three separate thresholds, the last of which forces you to make a drop to continue with order entry. As of POS v6.7, you can now also configure prompts for cash drops in Aloha Table Service, and you can use this feature with public cash drawers in Aloha Quick Service and Aloha Table Service. Refer to the Public Cash Drawers Feature Focus Guide for more information on configuring and using public cash drawers in Aloha.

Configuring Prompts for Cash Drops Configuring prompts in cash drops in Aloha Table Service is identical as in Aloha Quick Service. To configure the ability to approve cash drops: 1. Select Maintenance > Labor > Access Levels > Financial tab.

Figure 59 Access Levels - Financial Tab

2. Select an access level from the ‘Level’ drop-down list and press Enter. 3. Select Cash Drops.

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Supporting Prompts for Cash Drops in Table Service and Public Cash Drawers

Cash Drops — Allows all employees clocked in with this access level to perform a cash drop. 4. Click Save and exit the Access Levels drop-down list. To configure prompts for cash drops in Table Service: 1. Select Maintenance > Store Settings > Financials group > Banks tab.

Figure 60 Store Settings - Financials Group - Banks Tab

2. Type the amount of cash that must be in the drawer to initiate the first prompt for a cash drop. Initial Prompt for Cash Drop at _____ — Designates the amount of cash that must be in the drawer to initiate the first prompt for a cash drop. When the cash in the drawer reaches this amount for the first time in a shift, the system prompts the employee to perform a cash drop. They can either perform a drop or continue operating without a drop until the amount in the drawer reaches the specified amount for a subsequent prompt. 3. Type the amount that must be in the drawer to display a subsequent prompt for a cash drop. Subsequent Prompts for Cash Drop Every _____ — Determines the amount of cash that must be in the drawer to display subsequent prompts for a cash drop. This amount must be greater than the number entered in the ‘Initial Prompt for Cash Drop at’ text box. 4. Type the amount of cash that must be in the drawer to display the final prompt for a cash drop. Required Cash Drop at ____ — Designates the amount of cash that must be in the drawer to display the final prompt for a cash drop. When the amount of cash in the drawer reaches this amount, the employee cannot continue operations until they make a drop. This amount must be greater than the amount entered in the ‘Initial Prompt for Cash Drop at’ and ‘Subsequent Prompts for Cash Drop Every’ text boxes.

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5. Select Require Manager approval for Cash Drops if you want an employee with sufficient access to approve cash drops. Require Manager approval for Cash Drops — Displays the manager approval screen when you are prompted to perform a cash drop from the FOH. Required Options 1) You must type a value higher than 0.00 in the corresponding text boxes to enable the ‘Prompt for Cash Drop’ feature. 2) To allow an employee to approve cash drops, you must select ‘Cash Drop’ in Maintenance > Labor > Access Levels > Financial tab and assign the access level to the employee. 6. Click Save and exit the Store Settings function. To use prompts for cash drops in Table Service: 1. When the expected cash in the drawer reaches the amount defined for the initial threshold, the ‘Would you like to do a Cash Drop now?’ screen appears. 2. Touch Yes to display the Cash Drawer screen and perform a cash drop, or touch No to not perform a cash drop at this time and continue with your operations. When the expected cash in the drawer reaches the amount defined for the subsequent threshold, the ‘You will be required to do a cash drop at the next prompt level’ screen appears.

Figure 61 You Will Be Required to Do a Cash Drop at the Next Prompt Level Message

3. Touch inside the box to clear the message and continue with your operations. When the expected cash in the drawer reaches the amount defined for the required threshold, the ‘You are required to make a Cash Drop’ screen appears.

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4. Touch OK. You must perform a cash drop at this time to continue your operations. If you do not have sufficient access to perform a cash drop, the manager approval screen appears.

Figure 62 FOH Manager Approval Screen for Performing a Cash Drop

A manager, or employee with sufficient access must enter their password and touch OK to continue.

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POS Enhancement Release v6.7

Automatic-Declaring of Charged Tips for Employees

Automatic-Declaring of Charged Tips for Employees Who Do Not Clock-Out Version

RFC Number

Products

Audience

v6.7

RFC 75763

Aloha Quick Service, Aloha Table Service

Configuration Technician Store Manager

When an employee forgets to clock out, a manager must clock them out or, if configured, the clock-out can occur during the End-of-Day process. In both cases, a tip declaration is not made, not even for the charged tips received by the employee. To ensure at least the charged tips are declared, a manager must access the Edit Punches function and enter the charged tip amount for the employee. To assist managers so that they are not responsible for editing the punch and possibly entering an incorrect amount, you can configure the system to automatically declare the charged tips for an employee when a manager or the End-of-Day process does the clock-out for them. Refer to the Tip Declaration Feature Focus Guide for more information on declaring tips in the Aloha system. To configure the automatic declaring of charged tips for an employee who does not clock out: 1. Select Maintenance > Labor > Job Codes > Financial tab.

Figure 63 Job Codes - Financial Tab

2. Select a job code from the ‘Number’ drop-down list and press Enter. 3. Select Auto-Declare Charged Tips If Clock-Out Does Not Occur. Auto-Declare Charged Tips If Clock-Out Does Not Occur — Automatically declares the charged tips received by an employee, when an employee forgets to clock out and a manager or, if configured, the End-of-Day process must perform the clock out for them. This ensures that at least POS Enhancement Release v6.7

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the charged tips are declared. The amount declared is based on the following calculation: charged tips - tip refund - default tipshare contributed. Required Options: You must select ‘Must Declare Tips’ in Maintenance > Labor > Job Codes > Financial tab to enable this option. Related Options: When you select ‘24-Hour Operation’ in Maintenance > Store Settings > System group > End of Day tab and you select ‘Auto Clockout’ in Maintenance > Store Settings > Labor group > Employee Settings tab, the system continues to automatically declare the charged tips the employee received. When you select ‘24-Hour Operation’ in Maintenance > Store Settings > System group > End of Day tab and clear ‘Auto Clockout’ in Maintenance > Store Settings > Labor group > Employee Settings tab, the automatic-declaring does not happen since the system automatically clocks the employee back in after the End-of-Day occurs. 4. Click Save. 5. Repeat this procedure for each job code for which you want to automatically declare the charged tips when an employee forgets to clock-out. 6. Exit the Job Codes function.

FOH Behavior with Automatic-Declaring of Charged Tips If an employee does not clock out, therefore does not enter a tip declaration, the system automatically declares the charged tips received by the employee when: • •

A manager, or an employee with sufficient access, clocks the employee out. The End-of-Day process occurs and the system automatically clocks out employees who are still clocked in at that time. The auto-declaring of charged tips occurs during the End-of-Day process, providing the system is not a 24-hour operation configured to clock employees back in after the End-of-Day.

When either of these occurs, the system automatically declares the charged tips for the employee. If you need to change the declared amount, you must select Functions > Edit Punches in the BOH and type the adjusted declaration amount in the ‘Tips’ text box. When you delete a current day clock-out for an employee, the system deletes the tip declaration for the employee. If the employee forgets to clock-out again for the current day, the system auto-declares tips for them using the most current sales information.

Reporting Automatic-Declaring of Charged Tips Tip declaration appears in the following reports: • • • • • •

FOH Clock-Out Chit FOH Clock In/Out Report BOH Labor Report BOH Employee Tip Report BOH Tip Income Report BOH Edit Punches Report

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Each of these reports displays declaration information, per shift, with the exception of the BOH Labor Report. This report combines data when an employee works more than one shift for the day. In the case when the declaration of one shift uses the employee’s normal declaration type, and another shift is automatically declared for them, the system continues to add the totals together and prints a disclaimer at the end of the section of the report, stating, “The declared tips amount may not reflect the Tip Threshold and type, if the employee did not complete the clockout process, or if the declared tips amount was edited.”

Figure 64 BOH Labor Report with Automatic-Declaration Disclaimer

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Including Dates on BOH Void Report

Including Dates on BOH Void Report Version

RFC Number

Products

Audience

v6.7

RFC 75659

Aloha Quick Service, Aloha Table Service

Configuration Technician Store Manager

The BOH Void Report allows you to select a single date or a range of dates from which to report; however, when you select multiple dates, the void detail does not display the date on which the item was voided. In v6.7, you can now configure the BOH Void report to display the Date column so you can determine the date the void occurred. To include dates on the BOH Void report: 1. Select Reports > Voids. The Void Report dialog box appears. 2. Click Settings. The Void Report Settings dialog box appears.

Figure 65 Void Report Settings Dialog Box

3. Select Print Date. 4. Click OK. 5. Click View to view the report or click Print to print the report.

Figure 66 BOH Daily Void Report

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POS Enhancement Release v6.7

Outputting Check Number Instead of Check ID for Alo-

Outputting Check Number Instead of Check ID for Aloha Spy Version

RFC Number

Products

Audience

v6.7

RFC 78088

Aloha Quick Service, Aloha Table Service

Configuration Technician Store Manager

Aloha Spy has the ability to send the POS check number, instead of the check ID, to the video security system, for the purpose of displaying and recording this number as part of the video image. Because the check number is the number that is printed on the check and appears in reports, it is much easier for someone reviewing the video to associate on-screen activity with a specific check number without having to analyze the contents of the Trans.log. Refer to the Aloha Spy Feature Focus Guide for complete information on configuring and using the Aloha Spy feature. To configure the system to output the check ID number in Aloha Spy: 1. Select Maintenance > Menu > Store Settings > POS Security tab.

Figure 67 Security Group - POS Security Tab

2. Select Use Aloha Spy, if it is not already selected. 3. Select Output Check Number. Output Check Number — Sends the guest check number to the video security monitor, recording the number as part of the video image while continuing to record the check ID number in the Trans.log. The check number is the number that prints on the check and appears in reports, making it easier to associate on-screen activity with a specific check number. If ‘Output Check Number’ is cleared, the check ID is sent to the video security monitor instead. The check ID is a number genPOS Enhancement Release v6.7

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Outputting Check Number Instead of Check ID for Aloha Spy

erated by the system using a complicated algorithm. Although this number contains more detailed information about the check, it is more difficult to associate this number with an actual guest check. Required Options: You must select ‘Use Aloha Spy,’ located on the same tab, to enable this option. 4. Click Save and exit the Store Settings function.

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POS Enhancement Release v6.7

Supporting CAS PD2 Scale

Supporting CAS PD2 Scale Version

RFC Number

Products

Audience

v6.7

RFC 82911

Aloha Quick Service, Aloha Table Service

Configuration Technician Store Manager

Scales enhance the POS system by allowing you to calculate the price of a menu item, such as a salad, based on its weight. Tares allow you to subtract the weight of the container in which you place the item to weigh it, to determine the true weight of the item. In POS v6.7, you can now use the CAS PDII scale when you add the following variable to Aloha.ini: UseCASPDII=True Once set, the variable overrides all scale types you have configured in Aloha Manager at a global level. Also please note, this is a POS v6.7 feature only. When you upgrade to a version higher than v6.7, you will have to reconfigure the CAS PD2 scale using the user interface.

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Supporting Context Panels

Supporting Context Panels Version

RFC Number

Products

Audience

v6.7

RFC 67405 RFC 69546 RFC 70441

Aloha Quick Service

Configuration Technician Store Manager

In the current Quick Service environment, you must force either the “classic” or “system-generated” modifier screen to appear, when you add an item to the guest check, to allow guests to make additional selections for the item. Or, you can script the item button so that it chains to another panel from which you can make additional selections; however, both of these methods require you to respond to the screen prompts as they appear before you can continue entering the order, requiring you to interrupt the guest while they are ordering. Aloha Quick Service v6.7 introduces a new concept called context panels, from which you can also make additional selections, but context panels appear on the screen at the time you add an item to the guest check, and again if you select the item from the guest check window. This allows you to make additional selections right then, or you can let the guest continue placing their order without interruption, and address their selections on demand later in the order entry process. Simply select the item requiring additional selections from the guest check window and the associated context panel reappears on the screen, allowing you to enter guest selections at your convenience. Refer to the Context Panel Feature Focus Guide for complete information on configuring and using context panels.

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Restricting the Ability to Cancel Cash Declaration

Restricting the Ability to Cancel Cash Declaration Version

RFC Number

Products

Audience

v6.7

RFC 68013

Aloha Quick Service

Configuration Technician Store Manager

In a Quick Service environment, it is typical to configure the Checkout button to automatically open the cash drawer upon selecting the button in the FOH so the cashier can begin reconciling the drawer. Upon reconciliation, if the cashier cancels the cash declaration, the system aborts the checkout process, but the cash drawer remains open and creates a security risk. In POS v6.7, you can restrict the ability to cancel the cash declaration and force all employees to continue with their cash declaration; thereby, providing a more secure environment. SCENARIO: The Checkout button function is configured with ‘Automatically Open Cash Drawer’ selected. When the cashier selects the Checkout button and confirms they are ready to checkout, the ‘Enter Declared Cash’ screen appears and the cash drawer opens. Instead of declaring their cash, the cashier selects Cancel and is able to take money from the drawer without a transaction. To prevent this, select ‘Cannot Cancel Cash Declare Cash’ in Store Settings and the cashier must continue with the checkout process. To restrict the ability to cancel cash declaration: 1. Select Maintenance > Store Settings > Security group > Cash Drawers tab.

Figure 68 Store Settings - Security Group - Cash Drawers Tab

2. Select Cannot Cancel Declare Cash. Cannot Cancel Declare Cash — Prevents all employees from cancelling their cash declaration. When selected, the Cancel button does not appear on the FOH Enter Declared Cash screen. Required Options: To require employees to declare their cash, you must select ‘Must Declare at Checkout’ and ‘Declare Cash Only’ or ‘Reconcile All Tenders’ in Maintenance > Labor > Job POS Enhancement Release v6.7

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Restricting the Ability to Cancel Cash Declaration

Codes > Financial tab and assign the job code to the employee. Related Requirements: You must access Panel Editor and add the Checkout button function to an available panel, with ‘Automatically Open Cash Drawer’ selected, to benefit from this feature. 3. Click Save and exit the Store Settings function. When you clock out and the Enter Declared Cash screen appears, the Cancel button is not available to cancel the declaration of cash. If you entered the incorrect cash amount, you can delete the checkout and checkout again.

The Cancel button is removed from the screen.

Figure 69 FOH Enter Declared Cash Screen

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POS Enhancement Release v6.7

Supporting Dynamic Included Modifiers

Supporting Dynamic Included Modifiers Version

RFC Number

Products

Audience

v6.7

RFC 68913

Aloha Quick Service

Configuration Technician End User

In Aloha Quick Service v6.4.9, we introduced the Included Modifiers feature, which displays a bitmap on each modifier that is included with an item. This helps the cashier easily identify the default items a guest can modify and also helps prevent the sending of confusing or incorrect orders to the kitchen. Refer to RKS 11017 Supporting Included Modifiers for more information on the Included Modifiers feature. Aloha Quick Service v6.7 introduces a new concept called context panels, from which you can make additional selections for an item, but context panels appear on the screen at the time you add an item to the guest check, and again if you select the item from the guest check window. This allows you to make additional selections right then, or you can let the guest continue placing their order without interruption, and address their selections on demand later in the order entry process. Simply select the item requiring additional selections from the guest check window and the associated context panel reappears on the screen, allowing you to enter guest selections at your convenience. Before configuring a system to use dynamic included modifiers, you must have a full understanding of context panels and how they work. Refer to the Context Panels Feature Focus Guide for complete information on configuring and using context panels before continuing with the procedures in this section. Also in Quick Service v6.7, we introduce Dynamic Included Modifiers. You can take advantage of both the Included Modifiers and context panel features to implement Dynamic Included Modifiers. Once configured, the modifiers for an item automatically appear on the context panel every time you add the item to the check or select the item from the guest check window, and the modifiers that are included with the item appear with the designated “included modifier” bitmap.

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Supporting Dynamic Included Modifiers

In the following example, the context panel has the top two rows dedicated for Dynamic Included Modifiers. When you add an item, such as Super Burger, to the guest check, the system automatically populates the top two rows of the panel, starting with the top-left button and across, with the included modifiers defined for the item.

top two rows on a context panel reserved for Dynamic Included Modifiers

Figure 70 Super Burger With Dynamic Included Modifiers

When you select another item, such as Crsp Ckn Filet, the system updates the buttons with the included modifiers defined for the new item.

Figure 71 Crsp Ckn Filet With Dynamic Included Modifiers

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Configuring Dynamic Included Modifiers To configure Dynamic Included Modifiers, you must first set up your included modifiers, as normal, then add the dynamic included modifier buttons to a context panel. As a best practice, the buttons should be in a specific area, separate from the other functions on the context panel.

area reserved for Dynamic Included Modifier buttons quick combo toggle button

Dynamic Substitution buttons

quick combo upsell buttons

Figure 72 Context Panel with Dynamic Included Modifier Buttons

Figure 72 contains several features implemented on a context panel for intuitive ordering. Your context panel may look very different. Refer to “Supporting Dynamic Item Substitution for Quick Combos” on page 101 for information on Dynamic Substitution buttons. Also refer to RKS ID 9789 Supporting Quick Combo Toggling and the Panel Editor Essentials user guide. To activate included modifiers: 1. 2. 3. 4.

Select Maintenance > Store Settings > User Interface group > Order Screen 1 tab. Select Use Included Modifiers. Select a bitmap to use for indicating when the modifier is included. Click Save and exit the Store Settings function.

To specify included modifiers for a menu item: 1. 2. 3. 4. 5. 6. 7.

Select Maintenance > Menu > Items > Modifiers tab. Select a menu item from the ‘Number’ drop-down list and press Enter. Select a modifier group to attach to the item from the ‘Mod’ drop-down list. Repeat Step 3 until you add all necessary modifier groups to the item. Click Save. Click Edit. Select the Included Modifiers tab.

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8. Click Add to add a new included modifier. The Add or Edit Included Modifier dialog box appears.

Figure 73 Add or Edit Included Modifier Dialog Box

9. 10. 11. 12.

Select the modifier group in which the included modifier resides from the drop-down list. Select the modifier to specify as an included modifier. Select Included to allow the ‘included bitmap’ to appear on the modifier button. Click Done to return to the Included Modifiers tab.

Up and Down buttons

Figure 74 Items - Included Modifiers Tab

13. Repeat steps 8 through 12 for each modifier to be an included modifier for this menu item. 14. If you want your included modifiers to appear in a certain order, such as meat products before vegetable products, select the included modifier from the list and click the Up and Down buttons until they appear in the order you want. Otherwise, the included modifiers appear in the order you configure them for the item. 15. Click Save. 16. Repeat this procedure for each item for which you want to configure included modifiers. Note these included modifier procedures are also discussed in RKS ID 11017. The only difference are the Up and Down buttons that allow you to change the order in which the included modifiers appear on the panel. Page 96

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Supporting Dynamic Included Modifiers

To add dynamic included modifiers to a context panel: 1. Access Panel Editor. 2. From the Commands menu, select Open Existing Panel > Button Functions and select a panel defined as a context panel or create a new Button Functions panel and designate it as being a context panel. 3. Use the normal procedure for adding buttons to the panel or create a new Button Functions panel and designate it as being a context panel. 4. Double-click one of the buttons. The Edit Buttons - Quick Service dialog box appears.

Figure 75 Dynamic Included Modifier Button Function

5. Select Dynamic Included Modifier from the ‘Function’ drop-down list. 6. Complete the remaining background options for the button, as desired. Since the system generates the text on the button, you cannot configure the text, bitmap or font options on a Dynamic Included Modifier button. 7. Click OK to add the button to the context panel. 8. Repeat this procedure for each of the remaining buttons to use for dynamic included modifiers.

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Toggling Between Adding and Removing a Modifier

Toggling Between Adding and Removing a Modifier Version

RFC Number

Products

Audience

v6.7

RFC 69460 RFC 69902

Aloha Quick Service

Configuration Technician End User

In POS v6.7, you can configure the system so that it is much easier to change a modifier. For earlier POS versions, you have to select the modifier, touch Delete, then select the new modifier. The new “toggling” feature enables you to toggle between adding and removing a modifier using one button touch. It also makes it easier to add special instructions about the modifier, such as the guest would like it on the side, or would like an extra serving. To configure the system to toggle between adding and removing a modifier: 1. Select Maintenance > Menu > Modifier Groups.

Figure 76 Modifier Groups Function

2. Select the modifier group from the drop-down list and press Enter. 3. Select Toggle Modifier. Toggle Modifier — Enables you to toggle between adding or removing modifiers within this modifier group to or from an item in the guest check, as well as change the modifier code applied to a modifier, with one button touch. 4. Click Save. 5. Repeat this procedure for each modifier group for which you want to use the toggle modifier functionality. 6. Exit the Modifier Groups function.

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SCENARIO: The guest orders a Super Burger with pickles, no tomatoes, and light red onions. The cashier touches Super Burger, Pickles, and then Light and Red Onions, to add the items to the check. Tomatoes are included on the burger, so the cashier must then touch Tomatoes to provide special instructions in the guest check to remove tomatoes from the burger. The guest then decides they do not want pickles and would like the red onions on the side. The cashier touches Pickles again to remove the pickles, and then touches Side and Red Onions to provide special instructions to put the onions on the side. To toggle between adding and removing a modifier: 1. Touch Super Burger. The item appears in the guest check window. The modifiers included for Super Burger appear with the included modifier bitmap, such as a check mark. 2. Touch Pickles. The modifier is added to the guest check with the bitmap associated with ‘Add’ appearing on the button. 3. Touch Tomatoes. Special instructions for “no tomatoes” are added to the guest check with the bitmap associated with ‘No’ appearing on the button. 4. Touch Light, then Red Onions. The modifier is added to the guest check with the bitmap associated with ‘Light’ appearing on the button.

Light and Red Onion buttons Pickles button

Tomato Slice button

Figure 77 Super Burger with Pickles, No Tomatoes, and Light Red Onions

5. When the guest changes their mind, touch Pickles again. Pickles is then removed from the check and the button appears without a bitmap.

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6. Touch Side and Red Onions. The special instructions for the red onions change to indicate the guest wants them on the side, and the button appears with the corresponding bitmap for the Side modifier code.

Figure 78 Super Burger with Side Red Onions

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Supporting Dynamic Item Substitution for Quick Combos Version

RFC Number

Products

Audience

v6.7

RFC 70440

Aloha Quick Service

Configuration Technician Store Manager

In POS v6.2, we introduced the system-generated Item Substitution Screen for quick combos, for a more streamlined method for substituting items within a quick combo. When you select a component of a quick combo that allows item substitution, from the FOH guest check window, the system-generated Quick Combo Substitution screen appears. This introduced the one-button touch for substitutions, replacing the need to select and delete the item you are substituting and then add the new item to the guest check. Refer to RKS 9728 Allowing Item Substitution for Quick Combos for more information on substituting quick combo components. In POS v6.7, we introduce context panels, which automatically appear when you add an item, modifier, quick combo, or quick combo component to the guest check, and reappear each time you select the item in the guest check window. You can use context panels in place of the system-generated Quick Combo Substitution screen to implement dynamic item substitution and further streamline the item substitution process. system-generated Quick Combo Substitution screen

context panel used for quick combo dynamic item substitution

Figure 79 System-Generated Item Substitution Screen (Left) and Dynamic Item Substitution (Right)

The benefits of using context panels for item substitution over the system-generated Quick Combo Item Substitution screen include: •

You can pick a substitution item and let the system locate the item to substitute for you, starting with the primary item of the quick combo (Regular Burger) and moving through the items as they appear in the guest check (SM Curly Fry, SM Drink). If a substitution cannot be made to any of the

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components, an error message appears. Using this configuration, you do not have to select the quick combo item to substitute first, like you do when using the system-generated item substitution screen.

primary item

Figure 80 Quick Combo Example

• • •

You can control the order in which the substitution items appear on the panel, putting like items together. You can control the appearance of the panel, ensuring it is consistent with the other order entry screens. You can reduce the number of “popup” screens that appear and require a response before you can continue entering the order; thereby, supporting intuitive ordering. You can continue adding items to the guest check and come back to this item later in the order entry process. When you select the item in the guest check window, the item substitution screen reappears. Before configuring a system to use dynamic item substitution for quick combos, you must have a full understanding of context panels and how they work. Refer to the Context Panels Feature Focus Guide for complete information on configuring and using context panels before continuing with the procedures in this section. You must also have a full understanding of quick combos, and, as a best practice, configure your quick combos before configuring item substitution. Refer to Promotions in the Quick Service Reference Guide.

SCENARIO: The guest orders a burger, fries, and a drink. The cashier enters the order with a quick combo button, or separately, and allows the system to automatically apply the quick combo. The guest then decides to substitute the fries for onion rings. To substitute the fries, the cashier can do either of the following: 1) Select the fries on the FOH guest check window and select Onion Rings from the context panel that appears. 2) Keep the entire quick combo selected and touch Onion Rings in the context panel that appears. The system searches through the quick combo until it finds the component for which onion rings is a valid substitution and automatically substitutes fries for onion rings. You may allow a guest to substitute onion rings for fries and retain the quick combo pricing, but sometimes a guest may want to substitute an item for one that is not eligible for the quick combo promotion pricing. For example, the guest may want to substitute a baked potato for fries, which you may want to allow them to do, but charge a la carte pricing instead of the quick combo promotion price. To obtain the desired FOH pricing behavior: 1. Access the Promotions function and define all eligible items for each component of the quick combo on the Quick Combo Items tab.

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2. If you allow a one-to-one substitution for all eligible items for a component of a quick combo, access the Categories function and create a substitution category, being careful to add every item you included on the Items tab in the quick combo configuration to the new substitution category. If, however, you do not allow one-to-one substitution for some of the items, such as when the guest wants to substitute a baked potato for fries, do not include these items in the substitution category. When you select Baked Potato to substitute it for Fries, the quick combo pricing breaks and the guest is charged a la carte pricing. When using the system-generated Quick Combo Item Substitution screen, you do not need to create a substitution category, if you allow one-to-one substitution for every eligible item. Leave the ‘Substitution Category’ set to None on the Components tab of the quick combo configuration. All eligible items defined on the Items tab appear on the system-generated Quick Combo Substitution screen for your selection and the quick combo retains its promotional price regardless of which item you substitute.

Configuring Dynamic Item Substitution for Quick Combos Dynamic item substitution requires you to configure and designate a ‘Substitution Category’ in the quick combo configuration. Before creating the substitution category, access the Promotions function and determine the eligible items for each component for which you allow item substitution, as you need to know these before creating the substitution category. To create a substitution category for use with quick combo item substitution: 1. 2. 3. 4. 5.

Select Maintenance > Menu > Categories. The Categories function tab appears. Type an unused number, or select an existing category, and press Enter. Type a descriptive name for the category, such as ‘QC Sides Substitution.’ Select a category type, such as non-sales. Select the items you allow as a substitution for the component from the list box on the right and click Include. The items appear in the list box on the left. Be careful to select the items to achieve your desired result. If the item is defined as an eligible item for the component in Maintenance > Promotions > Quick Combo > Items tab, the system reconstructs the quick combo with the substituted item. If the item is not defined as an eligible item for the component, the system ‘breaks’ the quick combo and the items appear as a la carte pricing.

6. Click Save and exit the Categories function. To create a Quick Combo Item Substitution panel: 1. Access Panel Editor. 2. From the Commands menu, select Create New Panel > Button Functions. The Edit Panel - Button Function dialog box appears. 3. Type a name for the panel, such as ‘QC Item Sub.’ 4. Select Context Panel to define this panel as a context panel. 5. Complete the remaining options on the panel as you would do for any other panel. 6. Click OK. POS Enhancement Release v6.7

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7. Resize the panel to fit in the area reserved for your context panels. 8. From the Commands menu, select Buttons > Layout Panel Buttons. The Layout Panel Buttons dialog box appears. 9. Add enough buttons to at least accommodate the number of items you allow as substitutions. 10. Size the buttons to fit your needs. 11. Double-click an available button.

Figure 81 Dynamic Substitute Button Function

12. Select Dynamic Substitute from the ‘Function’ drop-down list. Dynamic Substitute — Detects if a quick combo component can be substituted for the item selected for this button, and, if yes, makes the substitution. When the entire quick combo is selected in the guest check window, the system first tries to make the substitution for the primary component, and if unsuccessful, tries to make the substitution for the other components in the quick combo, beginning from the first component and moving down to the last component. The Dynamic Substitute button function only works on a panel configured as a context panel. 13. Select the item to substitute for the component. Item — Specifies the item to substitute for the quick combo component currently present in the guest check window. If the item is not present in the ‘Substitution Category’ or selected as an eligible item on the Items tab in the quick combo configuration, then the system cannot make the substitution, and an error message appears. The system breaks the quick combo into a la carte pricing when the item is not in the substitution category, but is selected as a valid item in the quick combo configuration. 14. Complete the remaining background options for the button as you would for any other button. 15. Click OK to add the button to the context panel.

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16. Repeat Steps 11 through 15 to add the remaining items you allow for substitution.

area reserved for Dynamic Included Modifier buttons Quick Combo Toggle button

Dynamic Substitution buttons

Quick Combo Upsell buttons

Figure 82 Context Panel with Dynamic Substitution Buttons

Figure 82 contains several features implemented on a context panel for intuitive ordering. Your context panel may look very different. Refer to “Supporting Dynamic Included Modifiers” on page 93 for information on Dynamic Included Modifier buttons. Refer to RKS ID 9789 Supporting Quick Combo Toggling for information on Quick Combo Toggle. Refer to Panel Editor Essentials for information on Quick Combo Upsell buttons. 17. From the Commands menu, select Save All Panels and exit the Panel Editor function. To configure the quick combo for item substitution: 1. Select Maintenance > Payments > Promotions. 2. Select a promotion configured as a quick combo. 3. Click Type Specifics. The Promotions - Quick Combo dialog box appears.

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4. Select the Components tab.

Figure 83 Promotions - Quick Combo Dialog Box

5. Select the context panel created for item substitutions, such as ‘QC Item Sub,’ for the component for which you want to allow item substitution. 6. Select Allow Item Substitution for each component for which you want to allow item substitution. Allow Item Substitution — Enables you to substitute the component for another eligible item. Eligible items include items in the designated substitution category, as well as the items defined on the Items tab in the quick combo configuration. This option enables the ‘Substitution Category’ drop-down list. 7. To use the dynamic substitution feature, you must select the desired substitution category. Substitution Category — Designates the category of items to use for item substitution for the corresponding component. All items in the substitution category must also be designated as eligible items for the component on the Items tab of the quick combo or the system ‘breaks’ the quick combo into a la carte pricing. Required Options: You must select ‘Allow Item Substitution’ to enable this option. Related Requirements: There are two different implementations for Quick Combo Item Substitutions. 1) To have the system automatically place the items in the category on a system-generated Quick Combo Substitution screen, you must create a blank panel in Panel Editor and select the panel from the ‘Quick Combo Template Panel’ drop-down list in Maintenance > Store Settings > User Interface group > Quick Service Layout tab. Refer to RKS ID 9728. 2) To use a context panel from which to perform item substitution, you must add a Dynamic Substitute button for each eligible item to a context panel in Panel Editor and then attach that context panel to the corresponding component in Maintenance > Payments > Promotions > Quick Combo > Components tab. Refer to RKS ID 11442. 8. Repeat steps 5 through 7 for each component for which you allow item substitution. 9. Select the Items tab and verify all eligible items for substitution are defined for each component, in this example, Sides. 10. Click OK to return to the Promotions function. 11. Click Save and exit the Promotions function. Page 106

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Using Dynamic Item Substitution for Quick Combos To use item substitution for an item in a quick combo: 1. From the FOH order entry screen, enter a quick combo promotion, such as Small Combo. The context panel for the promotion appears and the quick combo appears selected in the guest check window.

Context panel used for Quick Combo Dynamic Item Substitution

Figure 84 Quick Combo Added to the Check

2. Select the item to substitute in the context panel, such as ‘Onion Rings.’ The system detects the item in the quick combo for which ‘Onion Rings’ is a valid substitution, in this case ‘SM Curly Fries,’ and makes the substitution. The affected component appears selected in the guest check window.

Upon making the substitution, the system selects the affected component in the guest check window. Onion Rings button

Figure 85 Quick Combo Component Substituted

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If the system cannot find a quick combo component for which the item can be a substitute, a message appears:

Figure 86 Item Substitution Message

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Modifying Multiple Items Simultaneously

Modifying Multiple Items Simultaneously Version

RFC Number

Products

Audience

v6.7

RFC 71330 RFC 72160

Aloha Quick Service

Configuration Technician Store Manager

In the current POS environment, you cannot select more than one like item in the guest check window and make the same change to each item simultaneously; you must select and modify each item individually. Aloha Quick Service v6.7 introduces a new feature that, when enabled, allows you to select and modify more than one like item on the guest check, all at the same time. SCENARIO: The guest orders three Super Burgers and the cashier adds the items to the check. The guest then wants red onions on all three burgers. The cashier selects all three Super Burgers in the guest check window and then selects Red Onion. Red Onion appears as a modifier for each of the burgers. To configure the ability to modify multiple items simultaneously: 1. Select Maintenance > Store Settings > User Interface group > Order Screen 1 tab.

Figure 87 Store Settings - User Interface Group - Order Screen 1 Tab

2. Select Allow Multiple Item Modification. Allow Multiple Item Modification — Allows you to select and modify more than one like item or quick combo on the check simultaneously. If the modifier is not valid for any of the selected items, the change is not made. In the case of quick combos, the system first tries to modify the primary component, then tries to modify each of the remaining components, from first to last as they appear in the guest check window. Multiple item modification is only available with order modifier buttons placed on a panel, not modifiers selected from the ‘Classic’ Modifier screen. Related Options: This option is disabled when you select ‘Disable Multi-Select,’ located on the same tab. 3. Click Save and exit the Store Settings function. POS Enhancement Release v6.7

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Using the Modifying Multiple Items Simultaneously Feature When you select multiple like items in the guest check window, and then select a modifier, the system determines if the modifier is valid for each selected item. If yes, the change is made and the items remain selected in the guest check window. If the change cannot be made, a message appears and the items remain selected in the guest check window. To modify multiple like items simultaneously: 1. Select more than one like item in the guest check window.

Figure 88 FOH Order Entry Screen with Multiple Items Selected

2. Select a modifier. If the modifier is valid for all selected items, it appears for each selected item in the guest check window.

Figure 89 FOH Order Entry Screen with Multiple Items Modified

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If the modifier is not valid for all of the selected items, a message appears.

Figure 90 Items Cannot be Modified Message

3. Touch the message to clear it and retry using a valid modifier. When you select multiple quick combos in the guest check window, and then select a modifier, the system determines if the modifier is valid for the primary component for each selected quick combo. If yes, the change is made and the quick combos remain selected in the guest check window. If the change cannot be made, the system tries to apply the modifier to the other components until a message appears, and the quick combos remain selected in the guest check window. To modify multiple quick combos simultaneously: 1. Select more than one quick combo in the guest check window.

Figure 91 FOH Order Entry Screen with Multiple Quick Combos Selected

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2. Select a modifier. If the modifier is valid for all selected items, it appears for each selected item in the guest check window.

Figure 92 FOH Order Entry Screen with Primary Component Modified

If the modifier cannot modify the primary component, the system tries to apply the modifier to the remaining components of the quick combo, from first to last as they appear in the guest check window.

Figure 93 FOH Order Entry Screen with Non-Primary Components Modified

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If the modifier is not valid for any component of the quick combo, a message appears.

Figure 94 Quick Combo Cannot be Modified Message

3. Touch the message to clear it and retry using a valid modifier.

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Automatically Adding a Modifier to the Check

Automatically Adding a Modifier to the Check Version

RFC Number

Products

Audience

v6.7

RFC 71845

Aloha Quick Service

Configuration Technician Store Manager

To enhance your speed of service and reduce button touches, you can define your most frequently selected modifiers to be added to the guest check automatically during the order entry process. Using this feature, you only need to change the modifier on exceptions. Although automatically adding a modifier to a check takes advantage of the ‘Included Modifier’ functionality, you do not have to also designate the modifier as being an included modifier. For example, you can configure a biscuit to automatically add to the check when you order a Chicken Basket, but not designate the biscuit as an included modifier. The biscuit appears in the guest check window as a modifier, but the check mark, or bitmap being used to designate included modifiers, does not appear on the modifier button. SCENARIO: A restaurant configures beverages so that the cashier orders drinks by size and uses modifiers to specify the choice of drink; however, Pepsi is the most popular flavor. Configure each drink size item to automatically add the Pepsi modifier item to the check. When a guest does not want Pepsi, the cashier can easily change the drink flavor. Configuring a modifier to automatically add to the check: 1. Select Maintenance > Menu > Items. 2. Select an item for which you want to automatically add a specific modifier to the check from the ‘Number’ drop-down list and press Enter. 3. Select the Modifiers tab. 4. Select the modifier group containing the modifier you want to automatically add to the check from the ‘Mod’ drop-down list. If you have not created your modifier groups yet, you must access Maintenance > Menu > Modifier Groups and add the items you want to appear as modifiers. 5. Click Save to save your modifier group configuration. 6. Click Edit. 7. Select the Included Modifiers tab.

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8. Click New or click Edit to edit an existing record. The Add or Edit Included Modifier dialog box appears.

Figure 95 Add or Edit Included Modifier Dialog Box

9. Select the modifier group containing the modifier you want to automatically add to the check from the drop-down list. 10. Select the modifier to automatically add when you add the menu item to the check. 11. Select Auto Add. Auto Add — Automatically adds the modifier selected in ‘Modifier Item’ to a check when you add the menu item you are editing to the guest check. When using modifiers with pizza, any modifier you configure with ‘Auto Add’ is added to the whole pizza, instead of just to a portion. If you have multiple items configured in the Included Modifiers grid, you should place modifiers configured with ‘Auto Add’ at the top of the list. 12. Click Done to return to the Included Modifiers tab.

Figure 96 Items - Included Modifiers Tab

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13. Repeat steps 8 through 12 for other modifiers you want to automatically add to the check when you select the menu item. 14. Click Save and exit the Items function. When you select the menu item in the FOH, the modifier is automatically added to the check.

Pepsi is added to the guest check window when you select SM Drink.

Figure 97 Menu Item and Modifier Added to the Check

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Substituting Included Modifiers With Context Panels Version

RFC Number

Products

Audience

v6.7

RFC 72155

Aloha Quick Service

Configuration Technician Store Manager

In Aloha Quick Service v6.4.9, we introduced the Included Modifiers feature in Aloha Quick Service, which uses a bitmap on the modifier button to help the cashier easily identify the modifiers that are included with an item. This provides the cashier with a visual indication of the default items that the guest can modify and also helps prevent the sending of confusing or incorrect orders to the kitchen. Refer to RKS 11017 Supporting Included Modifiers for more information on the Included Modifiers feature. You can replace an included modifier with another modifier; however, when you take action on an included modifier, such as specifying No, Extra, Add, or adding the item to the check, the included modifier now counts against the minimum/maximum/free rules for the modifier group. For example, Super Burger has two included modifiers, Lettuce and Cheddar Cheese, which resides in the Sandwich modifier group that has the maximum number of modifiers you can order from this group at two. The guest wants to substitute Cheddar Cheese with Swiss Cheese. The cashier omits Cheddar Cheese, which now begins to count against the maximum rules for the modifier group, and Swiss Cheese cannot be added to the check since the modifier group has reached its maximum number of modifiers. Additionally, if the included modifier has an associated price, the system charges for the included modifier when you add the item to the check. In POS v6.7, you can configure an included modifier as substitutable using a context panel. Substitution rules can either allow the substitution at no charge, allow the substitution and the system calculates and charges the difference in price, or to not allow the substitution at all and count against the minimum/maximum/free settings for the modifier group. On the flip side, you can also configure a modifier as ineligible for substituting for an included modifier. These enhancements allow you to better manage how you want to allow substitution for included modifiers. Before configuring substitution with included modifiers, you must have a full understanding of context panels and how they work. Refer to the Context Panels Feature Focus Guide for complete information on configuring and using context panels before continuing with the procedures in this section.

Configuring Included Modifier Substitution With Context Panels To configure included modifier substitution with context panels, you must configure the substitution rules for the respective included modifier and optionally designate any non-included modifier as ineligible for substitution.

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Configuring Substitution Rules for an Included Modifier You must configure the substitution rules for the respective included modifier. Refer to RKS 11017 Supporting Included Modifiers for more information on the Included Modifiers feature. To activate included modifiers: 1. 2. 3. 4.

Select Maintenance > Store Settings > User Interface group > Order Screen 1 tab. Select Use Included Modifiers. Select a bitmap to use for indicating when the modifier is included from the drop-down list. Click Save and exit the Store Settings function.

To configure substitution rules for an included modifier: 1. Select Maintenance > Menu > Items > Included Modifiers tab. 2. Select an item from the ‘Number’ drop-down box and press Enter. 3. Select the included modifier from the ‘Included Modifier’ list and click Edit.

Figure 98 Add or Edit Included Modifier Dialog Box

4. Select one of the following substitution options: None — Specifies this included modifier cannot be substituted for another modifier from the same modifier group. This is the default selection and counts against the minimum/maximum/free settings for the applicable modifier group only when you add the included modifier to the check. Required Options: You must select ‘Included,’ located on the same dialog box to enable this option. No Charge — Specifies this included modifier can be substituted for another modifier from the same modifier group at no charge. The included modifier and replacement modifier do not count against the minimum/maximum/free settings for the applicable modifier group. Required Options: You must select ‘Included,’ located on the same dialog box to enable this option. Related Options: The system does not make the substitution if you substitute the included modifier with a modifier configured as ‘Not Eligible for Substitution’ in Maintenance > Menu > Modifier Groups > Modifier Item dialog box.

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Change Difference — Specifies this included modifier can be substituted for another modifier from the same modifier group and charged the difference between the two modifiers. If the price of the included modifier is greater than the replacement modifier, the system prices the substitution at $0.00, instead of pricing a negative amount. The included modifier and replacement modifier do not count against the minimum/maximum/free settings for the applicable modifier group. Required Options: You must select ‘Included,’ located on the same dialog box to enable this option. Related Options: The system does not make the substitution if you substitute the included modifier with a modifier configured as ‘Not Eligible for Substitution’ in Maintenance > Menu > Modifier Groups > Modifier Item dialog box. 5. Click Done to return to the Included Modifiers tab. 6. Scroll to the right of the grid. If you configured the included modifier to be substituted at no charge or with a price difference, an ‘X’ appears in the respective column for the included modifier. There is no column for an included modifier configured with no substitution.

Figure 99 Items - Included Modifiers Tab

7. Repeat Steps 3 to 6 to configure substitution rules for other included modifiers. 8. Click Save. 9. Repeat this procedure for each item for which you want to configure substitution rules for an included modifier.

Designating A Non-Included Modifier as Ineligible for Substitution If modifier is absolutely not permitted for substitution, you can optionally designate a non-included modifier as ineligible for substitution. To designate a non-included modifier ineligible from substitution: 1. Select Maintenance > Menu > Modifier Groups. 2. Select a modifier group from the drop-down list and press Enter.

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3. Double-click an empty box from the grid. The Modifier Item dialog box appears.

Figure 100 Modifier Item Dialog Box

4. Select the modifier from the ‘Item’ drop-down list. 5. Select one of the pricing methods to use for the item. 6. Select Not Eligible for Substitution. Not Eligible for Substitution — Specifies this modifier cannot be substituted for an included modifier you configured as substitutable in Maintenance > Menus > Items > Included Modifiers tab. 7. Click OK to return to the Modifier Group function. 8. Repeat the procedure for other modifiers you do not allow substitution. 9. Click Save and exit the Modifier Groups function.

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Using Included Modifier Substitution With Context Panels Once you make your configurations for included modifiers, you can successfully substitute an included modifier for another modifier and either not charge for the substitution, charge and calculate the price difference between modifiers, or charge full price for the replacement item. Use the following procedures using the Super Burger scenario.

context panel

Shred Chz button Swiss Sauce button

Figure 101 Super Burger Added to the Guest Check Window

SCENARIO: Super Burger comes with Shredded Cheese, normally priced at $0.40 when ordered a la carte. The guest wants to replace Shredded Cheese with Swiss Sauce, normally priced at $0.60. To substitute an included modifier with a modifier at no charge: 1. Log in to the FOH. 2. Touch Super Burger to add the item in the guest check window (Figure 101). 3. Touch Shred Chz from the context panel. ‘No Shred Chz’ appears in the guest check window.

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4. Touch Swiss Sauce. The system finds Shred Chz and Swiss Sauce are in the same modifier group and Shred Chz is substitutable at no charge. Swiss Sauce appears in the guest check window at no charge.

Included modifier Shred Chz is configured as substitutable at no charge; therefore, the system does not charge for Swiss Sauce.

Figure 102 Swiss Sauce Replaces Shred Chz at No Charge

5. Close the check as normal. To substitute an included modifier with modifier with a charge difference: 1. 2. 3. 4.

Log in to the FOH. Touch Super Burger to add the item in the guest check window (Figure 101). Touch Shred Chz from the context panel. ‘No Shred Chz’ appears in the guest check window. Touch Swiss Sauce. The system finds Shred Chz and Swiss Sauce are in the same modifier group and Shred Chz is substitutable, but with a charge difference. Since Shred Chz is normally $0.40, and Swiss Sauce is normally $0.60, Swiss Sauce appears in the guest check window at $0.20. If Shred Chz was priced higher than Swiss Sauce, the system would not charge for Swiss Sauce.

Included modifier Shred Chz is configured as substitutable with a charge difference; therefore, the system prices Swiss Sauce with a charge difference.

Figure 103 Swiss Sauce Replaces Shred Chz at a Charge Difference Page 122

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5. Close check as normal. To substitute an included modifier with modifier not eligible for substitution: 1. 2. 3. 4.

Log in to the FOH. Touch Super Burger to add the item in the guest check window (Figure 101). Touch Shred Chz from the context panel. ‘No Shred Chz’ appears in the guest check window. Touch Swiss Sauce. The system finds Shred Chz and Swiss Sauce are in the same modifier group and Shred Chz is substitutable; however, Swiss Sauce is not eligible for substitution. Swiss Sauce appears in the guest check window at full price of $0.60.

Included modifier Shred Chz is configured as substitutable; however, Swiss Sauce is ineligible. The system charges full price for Swiss Sauce.

Figure 104 Swiss Sauce Replaces Shred Chz at Full Price

5. Close the check as normal.

In this procedure, the result would be the same if Shred Chz is configured as not substitutable.

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Enhancing Repeat Button to Quantify Items and Quick Combos

Enhancing Repeat Button to Quantify Items and Quick Combos Version

RFC Number

Products

Audience

v6.7

RFC 72161

Aloha Quick Service

Configuration Technician Store Manager

In Aloha Quick Service, the system behaves differently when you quantify an item or quantify a quick combo, using either the Quantity button or Repeat button. You can now allow consistent quantifying behavior by enhancing the Repeat button function. To configure quantity functionality with the Repeat button: 1. Select Maintenance > Menu > Panel Editor. 2. With a panel open, double-click an available button. 3. Select Repeat from the ‘Function’ drop-down box.

Figure 105 Repeat Button Function

4. Select Display Quantity Keypad. Display Quantity Keypad — Displays the quantity keypad when you select the Repeat button and an item or quick combo is entered on the check. 5. Select Include Selection in Quantity.

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Include Selection in Quantity — Counts the selection in the guest check window when you quantify an item or quick combo, using the Repeat button. For example, if you select an item or quick combo in the guest check window and quantify the item by 3, the system adds 2 new copies of the item or quick combo to equal 3. If you clear this option, the system adds 3 new copies of the item or quick combo to equal 4. 6. Click OK to add the button to the panel. 7. Select Save All Panels and exit the Panel Editor function. To quantify an item using the Repeat button: 1. Select an item from the guest check window or do not select an item if you want to quantify the last entered item. 2. Select the Repeat button. The Enter Repeat Quantity screen appears.

Figure 106 Enter Repeat Quantity Screen

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3. Select the number of times you want to quantify the item, such as 3, and touch OK. The system quantifies the item based on the number you entered. If the system is configured to not include the selection in the quantity, the system adds the actual number of copies you entered to the check.

Figure 107 Quantified Item Excluding the Selected Item

If the system is configured to include the selection in the quantity, the system includes the selection in the guest check window and only adds copies of the item, minus one.

Figure 108 Quantified Item Including the Selected Item

To quantify a quick combo using the Repeat button: 1. Select a quick combo from the guest check window or do not select an quick combo if you want to quantify the last entered item.

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2. Select the Repeat button. The Enter Repeat Quantity screen appears.

Figure 109 Enter Repeat Quantity Screen

3. Select the number of times you want to quantify the quick combo, such as 3, and touch OK. The system quantifies the quick combo based on the number you entered. If the system is configured to not include the selection in the quantity, the system adds the actual number of copies you entered to the check.

Figure 110 Quantified Quick Combo Excluding the Selected Quick Combo

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If the system is configured to include the selection in the quantity, the system includes the selection in the guest check window and only adds copies of the item, minus one.

Figure 111 Quantified Item Including the Selected Quick Combo

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Automatically Printing an Included Modifier in the Kitchen Version

RFC Number

Products

Audience

v6.7

RFC 76056

Aloha Quick Service

Configuration Technician Store Manager

Included modifiers help the cashier easily identify the modifiers included with an item by displaying a bitmap, usually a check mark symbol, on the modifier button. This provides the cashier with a visual indication of the default items that the guest can modify and also helps prevent the sending of confusing or incorrect orders to the kitchen. Refer to RKS ID 11017 Supporting Included Modifiers, to configure and use the initial implementation of included modifiers in Aloha Quick Service. Included modifiers are not added or printed on the check unless, for some reason, you manually add them during order entry. Starting in POS v6.7, you can print included modifiers in the kitchen. allowing you to create a build card, or recipe card, for the kitchen staff to use when preparing an item. Additionally, using item priority, you can configure the modifiers to appear in the order in which your ingredients are laid out on the ‘make table.’

Configuring Included Modifiers to Automatically Print in the Kitchen To configure included modifiers to automatically print in the kitchen, you must enable the functionality in Store Settings and then specify the included modifiers to print in the kitchen when you order the menu item.

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To enable included modifiers to print: 1. Select Maintenance > Store Settings > User Interface group > Order Screen 1 tab.

Figure 112 Store Settings - User Interface Group - Order Screen 1 Tab

2. Select Use Included Modifiers. 3. Select Print in Kitchen. Print in Kitchen — Activates the Print Included Modifiers in Kitchen feature. Required Options: You must select ‘Use Included Modifiers,’ located on the same tab, to enable this option. Related Options: To configure included modifiers for an item to print in the kitchen, access Maintenance > Menu > Items > Included Modifiers tab, for each individual modifier you wish to print in the kitchen. 4. Click Save and exit the Store Settings function. To configure an included modifier to print: 1. Select Maintenance > Menu > Items > Included Modifiers tab. 2. Select an item from the ‘Number’ drop-down list and press Enter. 3. Select the included modifier from the list and click Edit.

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4. Select Print in Kitchen.

Figure 113 Add or Edit Included Modifier Dialog Box

Print in Kitchen — Enables the included modifier to print in the kitchen. Required Options: 1) You must select ‘Use Included Modifiers’ and ‘Print in Kitchen’ in Maintenance > Store Settings > User Interface group > Order Screen 1 tab to activate the printing of included modifiers in the kitchen. 2) You must select ‘Included,’ located on the same dialog box to enable this option. Related Options: For optimal use, you can also assign a priority for the individual modifier by selecting a priority from the drop-down list in Maintenance > Menu > Items > Item tab. 5. Click Done to return to the Included Modifier tab.

Figure 114 Items - Included Modifiers Tab

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6. Scroll to the far right of the grid to verify the included modifiers you configured to automatically print in the kitchen appear with a ‘X’ under the ‘Print in Kitchen’ column.

Figure 115 Included Column

7. Repeat this procedure for each included modifier you want to print in the kitchen. 8. Exit the Items function.

Using Included Modifiers to Automatically Print in the Kitchen Once the included modifier is configured to automatically print in the kitchen, and you order an item that includes an included modifier, the system prints each included modifier on the kitchen chit. If you added additional non-included modifiers to the item during order entry, they also print on the chit, as normal. If you are using item priorities, the additional modifiers are interspersed between the included modifiers, based on the priorities you assigned to the individual modifiers. The included modifiers do not appear on a video screen in use, the guest check window, or print on the guest check, unless you manually enter the included modifier.

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Supporting Fractional Toppings and Fractional Pizzas Version

RFC Number

Products

Audience

v6.7

RFC 76061

Aloha Quick Service

Configuration Technician Store Manager

Prior to POS v6.7, you could only support half toppings, using the hard-coded Pizza Modifiers screen. As pizza environments become more complex and cater to customer needs, there is an increasing demand to support fractional toppings, such as halves, thirds, and quarters, as well as splitting the entire pizza into the same fractions. With these choices, restaurants can easily support guests who want to share a pizza.

pepperoni pizza with four fractional quarter toppings

pepperoni pizza with one fractional quarter topping

pepperoni pizza with three fractional third toppings

fractional pizza with two halves

Figure 116 Sample Illustrations of Pizza Portions

These examples illustrate the types of pizzas now supported in POS v6.7. The top-left illustration depicts a pizza with a pepperoni topping on the whole pizza and a quarter portion each of onions, sausage, mushrooms, and jalapenos. The top-right illustration depicts a pizza with a pepperoni topping on the whole pizza and single quarter portion of jalapenos. The lower-left illustration depicts a pizza with a pepperoni topping on the whole pizza and a third portion each of mushrooms, sausage, and jalapenos. The lower-right illustration depicts a fractional pizza divided into half Supreme and half beef.

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Glossary of Terms You need to be familiar with the following terms as you read this document: Glossary Term

Description

base pizza or topping The pizza or topping that covers the whole pizza. Build-Your-Own (BYO) A specific pizza menu item that starts with a base price and the price of the pizza increases with each topping you add. This type of pizza is the most commonly ordered pizza in the pizza industry. context panels A panel configured to automatically display when you order an item or select an item from the guest check window. Refer to the Context Panels Feature Focus Guide for more information on context panels. fractional pizzas A pizza that is divided into halves, thirds, or quarters, so that a guest can order more than one pizza menu item per pizza. You must first implement the fractional toppings solution and then build upon that to implement the fractional pizza solution. fractional toppings A pizza topping that only covers a half, third, or quarter of a whole pizza. pizza menu items The pizza choices that appear on your menu, such as Meat Lovers, BYO, Supreme. If you support fractional pizzas, this can include Halves, Thirds, and Quarters, even though these are not items that typically appear on a pizza menu. Pizza Modifier screen The original Aloha POS implementation for pizza. This implementation is very basic, only supports “halves” for fractional toppings, and does not support fractional pizzas at all. pizza toppings The individual topping choices that go on a pizza, such as mushrooms, onions, bell peppers, and more. size panels A panel created to navigate the order entry employee to pizza choices that coincide with the fractional pizza size being entered.

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Configuring Pizzas to Support Fractional Toppings To configure the support of pizzas with fractional toppings, you must: Procedures at a Glance: If you are viewing this document using Adobe Acrobat Reader, click each link for detailed information regarding the task. Click Previous View to return to this location and proceed to the next step. 1. Select Maintenance > Menu > Items > Item tab and create items for each pizza menu item (e.g. Supreme, Meat Lover, BYO), each pizza topping (e.g. pepperoni, onions, alfredo sauce), and each fraction you support (e.g. halves, thirds, quarters). See page 135. 2. Select Maintenance > Menu > Modifier Groups and create topping modifier groups for your pizzas. See page 138. 3. Select Maintenance > Menu > Items and attach the appropriate topping modifier group to each pizza item. See page 140. 4. Access Panel Editor and create a panel for your pizza menu items. Create another panel for your pizza toppings and pizza fractions, but make this panel a context panel. See page 141 and refer to the Context Panel Feature Focus Guide for a full understanding of context panels. 5. Select Maintenance > Menu > Items and associate the context panel with the appropriate pizza menu items. See page 147.

Creating Pizza Items In Item Maintenance, create an item for each pizza menu item (e.g. Supreme, Meat Lover, BYO), each pizza topping (e.g. pepperoni, onions, alfredo sauce), and each pizza fractional topping you support (e.g. halves, thirds, and quarters). As a best practice, number the items using a pre-defined numbering scheme, such as: 100-199 pizza menu items 200-299 pizza toppings 300-399 pizza fractions

You will return to your pizza items in Item Maintenance several times before you complete your configuration of pizzas with fractional toppings. Create Your Pizza Menu Items Create an item for each pizza on your menu, being sure to create an item for each size of the pizza you offer, instead of configuring the different sizes as modifiers. For example, if you have a Supreme pizza that you offer in Small, Medium, and Large, create three separate pizza menu items: 100 - Supreme Small, 101 - Supreme Medium, and 102 - Supreme Large. To create each pizza menu item: 1. Select Maintenance > Menu > Items. 2. Type an unused number in the ‘Number’ drop-down list and press Enter.

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3. Type a descriptive name for the pizza menu item, being sure to associate the size of the pizza item as part of the name. Some pizza items you might create include: Build Your Own

Specialty

Numbered-Topping

BYO Small BYO Medium BYO Large

Supreme Small 2-Topping Small Supreme Medium 2-Topping Medium Supreme Large 2-Topping Large Meat Lovers Small 3-Topping Small Meat Lovers Medium 3-Topping Medium Meat Lovers Large 3-Topping Large *Some names you will need to abbreviate due to the number of characters available in Item Maintenance.

4. Select the Pizza and Fractions tab.

Figure 117 Pizza and Fraction Tab for Pizza Item

5. Select Pizza. Pizza — Designates this item is a pizza menu item. This option has no effect when configuring a system to use the Pizza Modifier screen. 6. 7. 8. 9. 10. 11.

Clear Sum of Fractions Equals Whole. Select the Price tab. Type the base price for the pizza. Complete the remaining options in the Items function. Click Save. Repeat this procedure for all pizza menu items.

Create Your Pizza Topping Items Create an item for each pizza topping, such as pepperoni, onions, and more. Typically, priced toppings do not appear separately on the check; therefore, select ‘Combine price with base item’ on the Modifiers tab. Page 136

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To create each pizza topping item: 1. While still in Item Maintenance, type an unused number in the ‘Number’ drop-down list and press Enter. 2. Type a descriptive name for the topping, such as ‘Pepperoni.’ 3. Select the Pizza and Fraction tab.

Figure 118 Pizza and Fractions Tab for Topping Item

4. Select Topping. Topping — Indicates this item represents a pizza topping. This option has no effect when configuring a system to use the Pizza Modifier screen. 5. 6. 7. 8. 9. 10. 11.

Select the Price tab. Type the base price for the topping. Select the Modifiers tab. Select Combine price with base item. Complete the remaining options in the Items function. Click Save. Repeat this procedure for each topping you offer.

Create Your Pizza Fraction Items Create an item for each fractional topping you support. We recommend you use fractional symbols, such as ‘1/4,’ 1/3,’ ‘1/2,’ so the item stands out on the check. Do not specify a price for a pizza fraction item. To create each pizza fraction item: 1. While still in Item Maintenance, type an unused number in the ‘Number’ drop-down list and press Enter. 2. Type a descriptive name for the fraction, such as ‘Quarter’ or ‘1/4.’

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3. Select the Pizza and Fraction tab.

Figure 119 Pizza and Fraction Tab for Topping Item

4. Select the following options: Fraction — Indicates this item represents a fraction of the pizza. This option has no effect when configuring a system to use the Pizza Modifier screen. Required Options: You must select the fraction represented by this item from the ‘Fraction Type’ drop-down list. Fraction Type — Specifies the fraction represented by this item. Select from ‘Quarter,’ ‘Half,’ and ‘Third.’ This option has no effect when configuring a system to use the Pizza Modifier screen. Required Options: You must select ‘Fraction’ to enable this option. Related Requirements: You must access Panel Editor and add a button for each pizza fraction you support, using the Fraction button function. 5. Complete the remaining options in the Items function. 6. Click Save. 7. Repeat this procedure for each fraction you support.

Creating Topping Modifier Groups Once you add the required pizza items, you must create one or more modifier groups for your toppings. If all toppings share the same price, regardless of the size of the pizza, you can create a single modifier group containing all your toppings; however, it is more common to charge a different price for a topping based on the size of the pizza. To do this, you must create a separate topping modifier group for each pizza size. You may want to place your sauce choices into a separate modifier group or include the sauces with your toppings. You also need to create a separate modifier group for each pizza item that requires a different Min and Max configuration. For example, a 3-Topping pizza has different min/max requirements than a Build-Your-Own pizza.

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When you price a modifier, you can enter a different price or accept the price defined for the item in Item Maintenance. When you order the topping in fractions, the system automatically discounts the price, based on the pizza portion pricing method. To create a topping modifier group: 1. 2. 3. 4.

Select Maintenance > Menu > Modifier Groups. Type an unused number from the ‘Modifier Group’ drop-down list and press Enter. Type a name for the modifier group, such as ‘Small Toppings.’ Configure the Min, Max, and Free options for the modifier group. Build Your Own

Specialty

Numbered-Topping

Min

0

0

Max Free

99 0

99 0

Based on the number of required toppings. 99 Based on the number of free toppings.

5. Clear Screen Flow Required. 6. Double-click an available button from the modifier grid.

Figure 120 Modifier Item Dialog Box

7. Select the pizza topping to add from the ‘Item’ drop-down list. 8. Type the price to charge for this topping. 9. Click OK.

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10. Repeat steps 6 through 9 until you add all necessary toppings to the modifier group.

Figure 121 Modifier Groups Function

11. Click Save. 12. Repeat this procedure for each remaining topping modifier group, such as ‘Medium Toppings,’ and ‘Large Toppings.’ 13. Exit the Modifier Groups function.

Attaching Modifier Groups to Pizza Menu Items After creating the topping modifier groups, attach them to the pizza menu items in Item Maintenance. Do not attach modifier groups to the pizza topping or pizza fraction items. To attach a modifier group to a pizza menu item: 1. Select Maintenance > Menu > Items > Modifiers tab.

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2. Select the pizza item from the ‘Number’ drop-down list and press Enter.

Figure 122 Items - Modifiers Tab

3. Select a modifier group from the drop-down list, being careful to select the size of the modifier group that corresponds to the pizza item. For example, attach the LG Topping modifier group to the Supreme Large pizza item. 4. Repeat step 3, if necessary. 5. Click Save. 6. Repeat steps 3 through 5 until you attach all modifier groups to the applicable pizza item. 7. Exit the Items function.

Designing Your FOH Screens for Fractional Toppings You must place all buttons for pizza (pizza menu items, pizza toppings, and pizza fractions) on panels using Panel Editor. You can add the buttons to an existing panel or you can create a panel just for pizza and put all pizza menu items, pizza toppings, and pizza fractions on the same panel, if space permits.

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Create a Panel for Your Pizza Menu Items Create a panel and put your pizza menu items, such as Meat Lovers, Supreme, and Build-Your-Own, on the panel using the Order Item button function. A complex pizza restaurant could have several panels dedicated to pizza. This document focuses on a simple panel design using order item buttons, as in the example on the left in Figure 123; however, you can also configure smart item and smart select buttons to consolidate the buttons on the panel, as shown in the example on the right.

basic panel design using order item buttons

advanced panel design using smart item and smart select buttons

Figure 123 Pizza Item Panels Using Order Items (Left) and Smart Items and Smart Selects (Right)

Configuring smart item and smart select buttons is an existing feature and is outside the scope of this document. Refer to the Quick Service Panel Editor Essentials guide for information on using smart item and smart select buttons. To create a pizza menu item panel: 1. Access Panel Editor. 2. Select Create New Panel > Button Functions Panel from the Commands menu, and size the panel to fit on your screen.

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3. Select Create New Button from the Commands menu. The Edit Buttons - Quick Service dialog box appears.

Figure 124 Order Item Button Function

4. Select Order Item from the ‘Function’ drop-down list. All defined items appear on the right side of the dialog box. 5. Select a pizza menu item, such as Meat Lovers LG, from the ‘Item’ drop-down list. 6. Complete the remaining options as you would for any other button. 7. Click OK. 8. Repeat Steps 3 through 7 until you add all pizza menu items to the panel. 9. Select Save Panel from the Commands menu.

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Create a Context Panel for Your Pizza Toppings Create a context panel for your pizza toppings so that the toppings appear automatically each time you add a pizza menu item to the order. Generally, you will need only one set of toppings to use for all your pizzas. If you have more toppings than space permits, you can add a button to chain to another panel of toppings. For full functionality, we also cover adding modifier codes and fraction buttons.

modifier code buttons

fraction buttons

pizza topping buttons

Figure 125 Panel Containing Pizza Toppings

Configuring context panels is outside the scope of this document. Refer to the Context Panels Feature Focus Guide for information on configuring and using context panels. To create a context panel for your pizza toppings: 1. While in Panel Editor, select Create New Panel > Button Functions Panel from the Commands menu. The Edit Panel - Button Functions panel appears. 2. Type a name for the panel, such as Pizza Toppings. 3. Select Context Panel. 4. Complete the remaining options as you would for any other panel. 5. Click OK. 6. Size the panel to fit in the area reserved for your context panels. To add a modifier code to a topping panel: 1. With the topping panel displayed, select New Button from the Commands menu.

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2. Select Modifier Code from the ‘Functions’ drop-down list. The Edit Buttons dialog box appears.

Figure 126 Modifier Code Button Function

3. 4. 5. 6.

Select a modifier code from the ‘Modifier Codes’ list box. Complete the remaining options as you would for any other button. Click OK to add the button to the panel. Repeat this procedure until you add all the modifier codes you want to the panel.

To add a pizza fraction button to a panel: 1. With the topping panel displayed, select New Button. The Edit Buttons - Quick Service dialog box appears. 2. Select Fraction from the ‘Function’ drop-down list.

Figure 127 Fraction Button Function

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Fraction — Specifies the portion of the whole pizza represented by this button. This option has no effect when configuring the Pizza Modifier screen. Select a fraction from the ‘Fraction’ list box. Related Requirements: You must create a separate item for each fraction you support and select ‘Fraction,’ with a fractional type specified, in Maintenance > Menu > Items > Pizza and Fractions tab. 3. 4. 5. 6. 7.

Select the fraction represented by this button from the ‘Fraction’ list box on the right. Complete the remaining options as you would for any other button. Click OK to add the button to the panel. Repeat this procedure to create a button for each fraction you support. Select Save Panel from the Commands menu.

To add pizza toppings to a panel: 1. With the topping panel displayed, select New Button from the Commands menu. The Edit Buttons - Quick Service dialog box appears. 2. Select Order Modifier from the ‘Functions’ drop-down list.

Figure 128 Edit Buttons - Order Modifier

3. 4. 5. 6.

Select a pizza topping from the ‘Modifier Item’ list box on the right. Complete the remaining options as you would for any other button. Click OK to add the button to the panel. Repeat this procedure until you add a button for each pizza topping to the panel.

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Associating Your Pizza Toppings Panel with Pizza Menu Items After you create your pizza toppings panel in Panel Editor, you must associate the panel with the appropriate pizza menu items for the pizza toppings to automatically display. Configuring context panels is outside the scope of this document. Refer to the Context Panels Feature Focus Guide for information on configuring and using context panels. To associate your toppings panel with a pizza menu item: 1. 2. 3. 4. 5. 6. 7.

Select Maintenance > Menu > Items. Select a pizza item from the ‘Number’ drop-down list and press Enter. Select the Display Options tab. Select the appropriate toppings panel from the ‘Context Panel’ drop-down list. Click Save. Repeat this procedure for each pizza menu item. Exit the Items function.

Pricing Pizzas with Fractional Toppings When you add toppings to a pizza in fractions, the system determines how to calculate the price of each topping based on the pizza portion pricing method configured in Maintenance > Store Settings > Order Entry group > Pizza tab. Keep in mind a base topping is not fractional. Use the following examples to understand how the system calculates the pricing for each pizza portion pricing method:

Ex 2: BYO LG with fractional quarter toppings

Ex 1: Supreme LG with fractional half toppings

Ex 3: BYO LG with third toppings

Figure 129 Fractional Pizza and Topping Examples

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Percent Pricing Prices each pizza fraction based on a percentage of the base topping price. Apply 60% to each of the examples: Ex 1: Supreme LG with fractional half toppings Ex 2: BYO LG with fractional quarter toppings Ex. 3: BYO LG with fractional third toppings and one base topping

Calculates $8.00 + [($1.00 + $0.80 + $0.60 + $0.40) x 0.60] = $9.68. Calculates $6.00 + [($1.00 + $0.80 + $0.60 + $0.40) x 0.60] = 7.68. Calculates $6.00 + $1.00 + [($0.80 + $0.60 + $0.40) x 0.60] = $8.08.

Average Pricing Prices pizza fractions based on the average of the combined price of the pizza fraction. Ex 1: Supreme LG with fractional half Calculates $8.00 + [($1.00 + $0.80 + $0.60 + $0.40) / 2] = $9.40. toppings Ex 2: BYO LG with fractional quarter Calculates $6.00 + [($1.00 + $0.80 + $0.60 + $0.40) / 4] = $6.70. toppings Ex. 3: BYO LG with fractional third Calculates $6.00 + $1.00 + [($0.80 + $0.60 + $0.40) / 3] = $7.60. toppings and one base topping

Higher Priced Item Charged Charges the price of the higher priced pizza fraction only. The remaining fractional toppings are free. Ex 1: Supreme LG with fractional half Calculates $8.00 + $1.00 + $0.80 = $9.80. Tomatoes and Onions toppings are not charged. Ex 2: BYO LG with fractional quarter Calculates $6.00 + $1.00 = $7.00. Mushrooms, Tomatoes, and toppings Onions are not charged. Ex. 3: BYO LG with fractional third Calculates $6.00 + $1.00 + $0.80 = $7.80. Tomatoes and Onions toppings and one base topping are not charged.

Whole Price for Topping Charges fully for each topping and gives no discount. Ex 1: Supreme LG with fractional half Calculates $8.00 + $1.00 + $0.80 + $0.60 + $0.40 = $10.80. toppings Ex 2: BYO LG with fractional quarter Calculates $6.00 + $1.00 + $0.80 + $0.60 + $0.40 = $8.80. toppings Ex. 3: BYO LG with fractional third Calculates $6.00 + $1.00 + $0.80 + $0.60 + $0.40 = $8.80. toppings and one base topping

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Refresh Data Once you complete these steps, you can select Utilities/Refresh to run a system refresh, or allow the FOH to update after each EOD (End-of-Day). The changes you make in the BOH become available for use on the FOH terminals. Be aware that a refresh brings down the FOH terminals momentarily and relaunches the program. Never perform a refresh during peak hours of operation.

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Entering Orders for Pizzas with Fractional Toppings After you complete your pizza configuration, you can enter an order for a pizza in the FOH with as many toppings as allowed and to the appropriate fractions of the pizza. • •

When you add the same topping to each fraction of a pizza, the topping moves up as a base topping for the whole pizza. The base price of the pizza updates in the guest check window when you add toppings.

SCENARIO: The guest orders a Medium Build-Your-Own (BYO) pizza with Canadian Bacon on the whole pizza, black olives on half of the pizza, onions on a quarter, and mushrooms on another quarter of the pizza. To order a pizza with fractional toppings: 1. Access your main pizza panel.

Figure 130 Main Pizza Screen

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2. Touch a pizza item, such as BYO MD. The item appears in the guest check window with a price and the topping panel appears.

Figure 131 BYO MD Added to the Check

3. 4. 5. 6. 7. 8. 9.

Touch Canadian Bacon from the topping panel. Touch 1/2. Touch Black Olives. Touch 1/4. Touch Onions. Touch 1/4. Touch Mushrooms. The pizza appears complete in the guest check window.

Figure 132 Completed BYO Pizza

10. Tender and close the check as normal.

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Configuring Pizzas to Support Fractional Pizzas Fractional pizzas are considered to be pizza menu items but these items are seldom listed on a menu. The concept came from the demand from consumers who want a variety of pizzas without having to order a full pizza for each. The difference between pizzas with fractional toppings and fractional pizzas is fractional pizzas are divided into equal parts of individual pizza menu items, instead of just dividing a topping. Typically, you would couple a specialty pizza, such as Supreme or Meat Lovers, with another specialty pizza or a Build-Your-Own (BYO) type pizza; however, you could also have two halves of a BYO on a fractional pizza. The most common division in the pizza industry is halves; however, recent marketing campaigns now offer a division of thirds and quarters. Some high-end pizza restaurants even utilize a special dividing tool that separates the pizza into equal parts before building the pizza and putting it in the oven. This section builds upon the steps outlined in “Configuring Pizzas to Support Fractional Toppings” on page 135, as the support of fractional pizzas relies on the system already supporting fractional toppings. You may skip this section, if you do not support fractional pizzas. To configure fractional pizzas, you must: Procedures at a Glance: If you are viewing this document using Adobe Acrobat Reader, click each link for detailed information regarding the task. Click Previous View to return to this location and proceed to the next step. 1. Select Maintenance > Menu > Items > Item tab and create items for each fractional pizza (e.g. Halves, Thirds, Quarters) and each pizza fraction for fractional pizzas (eg. 1/2, 1/3, 1/4). See page 152. 2. Select Maintenance > Menu > Modifier Groups and add your pizza menu items to your topping modifier groups. See page 154. 3. Select Maintenance > Menu > Items and attach the appropriate topping modifier group to each fractional pizza menu item. See page 154. 4. Access Panel Editor and design your FOH screens for your fractional pizzas. See page 155. 5. Select Maintenance > Menu > Items and associate the size panel with the appropriate fractional pizza items for the panels to automatically display. See page 161.

Creating Pizza Menu Items for Fractional Pizzas In Item Maintenance, create a menu item for each fractional pizza you support (e.g. Halves, Thirds, and Quarters), and each pizza fraction you support (e.g. 1/2, 1/3, and 1/4). Use the same toppings you created in the first section for your fractional pizza toppings. You do not need to create additional topping items to support fractional pizzas. You will return to your pizza items in Item Maintenance several times before completing the configuration of fractional pizzas.

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Create Your Pizza Menu Items Create a pizza menu item for each fractional pizza you support, such as Halves, Thirds, and Quarters. Be sure to create an item for each size of the pizza you offer instead of configuring the different sizes as modifiers. For example, create Halves Small, Halves Medium, and Halves Large. Do not include a price on these items since the price comes from the pizza menu items ordered as part of the fractional pizza. To create a fractional pizza menu item: 1. Select Maintenance > Menu > Items. 2. Type an unused number in the ‘Number’ drop-down list and press Enter. 3. Type a descriptive name for the fractional pizza menu item, being sure to associate the size of the pizza item as part of the name. Some pizza items you might create are Halves Small, Halves Medium, Halves Large, Thirds Small, Thirds Medium, Thirds Large, and more. 4. Select the Pizza and Fractions tab (Figure 117). 5. Select Pizza. 6. Select Sum of Fractions Equals Whole. Sum of Fractions Equals Whole — Enforces the logic that when you enter an order for a fractional pizza, you cannot complete the item until the sum of all fractions equals a whole. For example, when you enter a ‘Halves’ pizza and only fulfill one half of the pizza, you cannot enter the next item until you order both halves of the pizza. Select this option for fractional pizza menu items only, such as ‘Halves,’ ‘Thirds,’ ‘Quarters,’ and more. This option has no effect when configuring a system to use the Pizza Modifier screen. Required Options: You must select ‘Pizza’ to enable this option. 7. 8. 9. 10. 11.

Select the Price tab. Type $0.00 for the base price of the pizza. Complete the remaining options in the Items function. Click Save. Repeat this procedure for each pizza menu item you need to create for supporting fractional pizzas.

Create Your Pizza Fraction Items Create an item for each pizza fraction you support that is specific to fractional pizzas. Do not specify a price for a pizza fraction item. You would only create a separate set of pizza fraction items since this document instructs you to associate a context panel with pizza fractions items used for fractional pizzas, as shown in “Designing Your FOH Screens for Fractional Pizzas” on page 155. Otherwise, you can use the same set of pizza fraction items for both pizzas with fractional toppings and fractional pizzas. To create each pizza fraction item: 1. While still in Item Maintenance, type an unused number in the ‘Number’ drop-down list and press Enter. 2. Type a descriptive name for the fraction, such as ‘Quarter Pizza’ or ‘1/4 Pizza.’ 3. Select the Pizza and Fraction tab (Figure 119). POS Enhancement Release v6.7

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4. 5. 6. 7. 8.

Select Fraction. Select the corresponding fraction type represented by this item. Complete the remaining options in the Items function. Click Save. Repeat this procedure for each pizza fraction you support.

Adding Pizza Menu Items to Topping Modifier Groups To support fractional pizzas, you must add the pizza menu items you created in “Creating Pizza Items” on page 135 to the respective modifier groups. This allows the fractional pizza item to be modified with the pizza menu items. For example, add all your small pizza menu items, such as BYO SM, to the SM Toppings modifier group. When you price a modifier, you can enter a different price or accept the price defined for the item in Item Maintenance. When you order the topping in fractions, the system automatically discounts the price, based on the pizza portion pricing method. To add pizza menu items to a topping modifier group: 1. 2. 3. 4. 5.

Select Maintenance > Menu > Modifier Groups (Figure 121). Select an existing modifier group from the ‘Modifier Group’ drop-down list and press Enter. Double-click an available button from the modifier grid (Figure 122). Select the pizza menu items to add from the ‘Item’ drop-down list. Type the price to charge for this pizza menu item. OR Select Use Item Price to price the pizza menu item using the price of the item as it is defined in Item Maintenance.

6. 7. 8. 9.

Click OK. Repeat steps 2 through 6 until you add all necessary pizza menu items to the modifier group. Click Save. Repeat this procedure for each remaining topping modifier group, such as ‘Medium Toppings,’ and ‘Large Toppings.’ 10. Exit the Modifier Groups function.

Attaching Modifier Groups to Fractional Pizza Menu Items After adding your pizza menu items to the topping modifier groups, attach the modifier groups to the fractional pizza menu items in Item Maintenance. Do not attach modifier groups to your pizza topping or pizza fraction items. To attach a modifier group to a fractional pizza menu item: 1. Select Maintenance > Menu > Items > Modifiers tab (Figure 122). 2. Select a fractional pizza menu item from the ‘Number’ drop-down list and press Enter. 3. Select a modifier group from the drop-down list, being careful to select the modifier group that corresponds to the size of the pizza menu item. For example, attach the LG Topping modifier group to the Halves Large pizza item. 4. Repeat step 3, if necessary. Page 154

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5. Click Save. 6. Repeat steps 2 through 5 until you attach all modifier groups to the applicable fractional pizza menu item. 7. Exit the Items function.

Designing Your FOH Screens for Fractional Pizzas For fractional pizzas, you must design your panels and the panel flow in a way that is most effective for ordering. You can accomplish this with secondary panels, called size panels, so that the available choices coincide with the size of the fractional pizza. You also want your toppings to appear only when topping choices can be made, to safeguard against order entry mistakes. The following sequence depicts the panel flow described in this document.

Fractional pizza items appear on the pizza menu item panel.

A default panel displays in the area reserved for context panels. In this example, a store logo is used.

area reserved for context panels

Figure 133 Fractional Pizza Panel Flow Example 1 When you select a fractional pizza, a size panel that coincides with the pizza size you are ordering appears.

Select a pizza fraction and one of the pizza menu items on the screen. area reserved for context panels

Figure 134 Fractional Pizza Panel Flow Example 2

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Pizzas menu items ordered for a fractional pizza appear as modifiers.

A topping panel appears in the area reserved for context panels.

area reserved for context panels

Figure 135 Fractional Pizza Panel Flow Example 3

When the first fraction is complete, touch a fraction button to overlay the modifiers with the default panel again. This safeguards against randomly ordering toppings without a pizza item. When the fractional pizza is complete, use the Done button to reset the panel flow.

area reserved for context panels

Figure 136 Fractional Pizza Panel Flow Example 4

area reserved for context panels

Figure 137 Fractional Pizza Panel Flow Example 5

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Add Fractional Pizzas to the Pizza Menu Item Panel You must add the fractional pizza items to the same pizza panel you created in “Designing Your FOH Screens for Fractional Toppings” on page 141, as space permits.

fractional pizza items

Figure 138 Pizza Panel with Regular Pizzas and Fractional Pizzas

To add a fractional pizza menu item to the pizza menu item panel: 1. Access Panel Editor. 2. Select Open Existing Panel > Button Functions Panel from the Commands menu, and select the pizza panel you created. 3. Double-click an available button. The Edit Buttons - Quick Service dialog box appears (Figure 124). 4. Select Order Item from the ‘Function’ drop-down list. All defined items appear on the right side of the dialog box. 5. Select a fractional pizza item, such as Halves LG, from the ‘Item’ drop-down list. 6. Complete the remaining options as you would for any other button. 7. Click OK. 8. Repeat Steps 3 through 7 until you add all fractional pizza menu items to the panel. 9. Select Save Panel from the Commands menu. As an alternate configuration, you can configure these fractional pizza buttons as a script so that, when touched in the FOH, the system orders the fractional pizza and a pizza fraction together in a single button touch. If you implement this alternate configuration, you must configure your size panels first, then add the fractional pizza buttons to the panel as a script.

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Create Size Panels for Fractional Pizzas For fractional pizzas, we recommend you limit the selections of pizza items by size. By displaying a size panel that only allows you to choose a size that coincides with the fractional pizza item you are ordering, this helps avoid mixing sizes on a fractional pizza. For example, when you select a fractional pizza called Thirds LG, you should only be able to select large pizzas to complete the order. size panel for small pizzas

size panel for medium pizzas

size panel for large pizzas

Figure 139 Setup for Navigation with Fractional Pizzas

To make this navigation seamless, copy the pizza panel that contains your pizza items and create a new panel, configured as a context panel, for each size you support. When properly configured, the corresponding panel appears when you select the fractional pizza item, limiting your choices to pizzas of that same size. How you configure your size panel is up to you; however, we recommend the following: • •



Add a fraction button for each pizza fraction you support. In this example, 1/2, 1/3, and 1/4. Add an order modifier button for each pizza menu item that can be ordered as a fraction of a whole pizza. Add a Done button to provide a way back to the pizza item panel once the fractional pizza is complete.

Figure 140 Example of a Medium Size Panel

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To create a size panel to use for fractional pizzas: 1. With the panel containing your main pizza items displayed, select Copy Panel > Button Function from the Commands menu. The Edit Panel - Button Function dialog box appears. 2. Type a name for the panel, such as Pizza Main MD.

Figure 141 Edit Panel - Button Function Dialog Box

3. Select Context Panel. 4. Select any remaining options as you would for any other panel. 5. Click OK. To add a pizza fraction button to the size panel for fractional pizzas: 1. With the size panel displayed, select New Button from the Commands menu. The Edit Buttons Quick Service dialog box appears. 2. Select Fraction from the ‘Function’ drop-down list (Figure 127). 3. Select the fraction represented by this button from the ‘Fraction’ list box on the right, making sure you select the pizza fraction item you created for fractional pizzas. 4. Complete the remaining options as you would for any other button. 5. Click OK to add the button to the panel. 6. Repeat this procedure to create a button for each fraction you support. 7. Select Save Panel from the Commands menu. To add a pizza menu item to the size panel for fractional pizzas: 1. With the size panel displayed, select New Button from the Commands menu. The Edit Buttons Quick Service dialog box appears. 2. Select Order Modifier from the ‘Function’ drop-down list.

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3. Scroll down the Modifier Item list box and select the fractional pizza to associate with the button, such as BYO MD.

Figure 142 Order Modifier Function

4. Select any remaining options as you would do for any other button. 5. Click OK to add the button to the panel. 6. Repeat this procedure for other pizza menu items you offer as a fractional pizza. To add a ‘Done’ button to the size panel for fractional pizzas: 1. With the size panel displayed, select New Button from the Commands menu. The Edit Buttons Quick Service dialog box appears. 2. Select Chain from the ‘Function’ drop-down list. 3. Click Add to display the Panel dialog box. 4. Select the panel to appear when this button is pressed.

Figure 143 Chain Button Function for Done Button

5. Select any remaining options as you would do for any other button.

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6. Click OK to add the button to the panel. Once you complete a size panel, repeat these procedures to create your other size panels, such as a panel for small fractional pizzas, large fractional pizzas, and more.

Associating a Context Panel with a Fractional Pizza After you create your panels in Panel Editor, you must return to Item Maintenance and perform several steps in completing the configuration of fractional pizzas: • • •

Configure each pizza menu item to display a context panel, if ordered as a modifier. Associate the correct size panel with the appropriate fractional pizza menu item. Associate the default context panel with each pizza fraction created for fractional pizzas. Configuring context panels is outside the scope of this document. Refer to the Context Panels Feature Focus Guide for information on configuring and using context panels.

Configuring Pizza Menu Items to Display Toppings If Ordered as Modifier In “Configuring Pizzas to Support Fractional Toppings” on page 135, you configured pizza menu items to display the toppings panel. You need to configure each pizza menu item a guest can order as part of a fractional pizza to display the toppings panel, if ordered as a modifier. To configure pizza menu items to display toppings, if ordered as a modifier: 1. Select Maintenance > Menu > Items > Modifiers tab.

Figure 144 Items - Modifiers Tab

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2. Select a pizza menu item you created in “Create Your Pizza Menu Items” on page 135 from the ‘Number’ drop-down list and press Enter. 3. Select Display Context Panel. 4. Click Save. 5. Repeat this procedure for each pizza menu item guests can order as part of a fractional pizza. Associating a Size Panel with Each Fractional Pizza Menu Item Similar to “Associating Your Pizza Toppings Panel with Pizza Menu Items” on page 147, you must associate the corresponding size panel with each fractional pizza menu item, to display the appropriate size panel when you select a fractional pizza menu item. To associate the size panel with a fractional pizza menu item: 1. With Item Maintenance displayed, select a fractional pizza menu item from the ‘Number’ dropdown list and press Enter. 2. Select the Display Options tab. 3. Select the appropriate size panel from the ‘Context Panel’ drop-down list. 4. Click Save. 5. Repeat this procedure for each fractional pizza menu item. Associating the Default Context Panel with Pizza Fractions With the fractional pizza instructions depicted in this document, each time you advance to the next fraction to add to a pizza, you should cover the toppings panel so you cannot randomly start ordering toppings. In “Create Your Pizza Fraction Items” on page 153, you created pizza fraction items specifically for use with fractional pizzas. In this step, you associate a default context panel with these pizza fraction items to hide the toppings panel until you select a pizza. To associate a default context panel with a pizza fraction: 1. With Item Maintenance displayed, select a pizza fraction item created specifically for use with fractional pizzas from the ‘Number’ drop-down list and press Enter. 2. Select the Display Options tab. 3. Select the default context panel from the ‘Context Panel’ drop-down list. 4. Click Save. 5. Repeat this procedure for each pizza fraction item created specifically for use with fractional pizzas.

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Pricing Fractional Pizzas When you order fractional pizzas, the system determines how to calculate the price of each pizza, based on the pizza portion pricing method configured in Maintenance > Store Settings > Order Entry group > Pizza tab. Keep in mind a base topping is not fractional. Use the following examples to understand how the system calculates the pricing for each pizza portion pricing method:

Ex. 1: Halves LG with half Supreme and half BYO.

Ex 2: Thirds LG with third BYO and third Supreme and third Meat Lovers

Ex 3: Quarters LG with two quarters BYO and one quarter Supreme and one quarter Meat Lovers

Figure 145 Fractional Pizza and Topping Examples

Percent Pricing Prices each pizza fraction based on a percentage of the base topping price. Apply 60% to each of the examples: Ex 1: Halves LG with half Supreme and half BYO Ex 2: Thirds LG with third BYO and third Supreme and third Meat Lovers Ex 3: Quarters LG with two quarters BYO and one quarter Supreme and one quarter Meat Lovers

Calculates $0.00 + [($8.00 + $6.00 + $1.00 + $0.80) x 0.60] = $9.48. Calculates $0.00 + [($8.00 + $6.00 + $1.00 + $0.80 + $7.00) x 0.60] = $13.68. Calculates $0.00 + [($8.00 + $6.00 + $1.00 + $0.80 + $7.00 + $6.00 + $1.00 + $1.00 + $0.60) x 0.60] = $18.84.

Average Pricing Prices pizza fractions based on the average of the combined price of the pizza fraction. Ex 1: Halves LG with half Supreme Calculates $0.00 + [($8.00 + $6.00 + $1.00 + $0.80) / 2] = $7.90. and half BYO Ex 2: Thirds LG with third BYO and Calculates $0.00 + [($8.00 + $6.00 + $1.00 + $0.80 + $7.00) / 3] = third Supreme and third Meat Lovers $7.60. Ex 3: Quarters LG with two quarters BYO and one quarter Supreme and one quarter Meat Lovers

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Calculates $0.00 + [($8.00 + $6.00 + $1.00 + $0.80 + $7.00 + $6.00 + $1.00 + $1.00 + $0.60) / 4] = $7.85.

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Higher Priced Item Charged Charges the price of the higher priced pizza fraction only. The remaining toppings are free. Ex 1: Halves LG with half Supreme Calculates $8.00. BYO with Beef and Mushrooms is not charged. and half BYO Ex 2: Thirds LG with third BYO and Calculates $8.00. Neither BYO with Beef and Mushrooms or Meat third Supreme and third Meat Lovers Lovers is charged. Ex 3: Quarters LG with two quarters BYO and one quarter Supreme and one quarter Meat Lovers

Calculates $8.60. Neither BYO with Beef and Mushrooms, Meat Lovers, or Supreme is charged.

Whole Price for Topping Charges fully for each topping and gives no discount. Ex 1: Halves LG with half Supreme Calculates $0.00 + $8.00 + $6.00 + $1.00 + $0.80 = $15.80. and half BYO Ex 2: Thirds LG with third BYO and Calculates $0.00 + $8.00 + $6.00 + $1.00 + $0.80 + $7.00 = third Supreme and third Meat Lovers $22.80. Ex 3: Quarters LG with two quarters BYO and one quarter Supreme and one quarter Meat Lovers

Calculates $0.00 + $8.00 + $6.00 + $1.00 + $0.80 + $7.00 +$6.00 + $1.00 + 1.00 + $0.60 = $31.40.

Refresh Data Once you complete these steps, you can select Utilities/Refresh to run a system refresh, or allow the FOH to update after each EOD (End-of-Day). The changes you make in the BOH become available for use on the FOH terminals. Be aware that a refresh brings down the FOH terminals momentarily and relaunches the program. Never perform a refresh during peak hours of operation.

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Ordering Fractional Pizzas Order a fractional pizza using the size panels that limit the selections to the specific size of the pizza you are ordering. • •

The base price of the pizza updates in the guest check window when you add toppings. On half pizzas, you can use two quarters to make up for one half.

SCENARIO: The guest orders a Medium Halves pizza with a Meat Lovers pizza with no Canadian Bacon on one half and a Build-Your-Own (BYO) pizza with Anchovies and Black Olives on the other half of the pizza. To order a fractional pizza: 1. Access your main pizza panel.

Figure 146 Main Pizza Screen

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2. Touch a fractional pizza item, such as Halves MD. Halves MD appears in the guest check window with a $0.00 price. The Medium Pizzas size panel appears.

Figure 147 Halves MD Added to the Check

3. Touch 1/2. 4. Touch Meat Lovers from the size panel. The toppings panel appears in the area reserved for context panels. 5. Touch No, then Canadian Bacon.

Figure 148 First Completed Pizza Fraction

6. Touch 1/2. 7. Touch BYO MD. 8. Touch Anchovies.

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9. Touch Black Olives.

Figure 149 Completed Halves MD Pizza

10. Touch Done to return to the main pizza panel. 11. Tender and close the check as normal.

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Reporting Pizza The system reports the sales of pizzas the same as any other item. On the PMix report, the system uses weights, when calculating fractional toppings and fractional pizzas. Base topping or pizza Half topping or pizza Third topping or pizza Quarter topping or pizza

1.00 0.50 0.33 0.25

Troubleshooting Fractional Pizzas and Toppings We offer the following troubleshooting tips with fractional pizzas and toppings:

Toppings Are Ordered Without a Pizza Menu Item When entering an order for a fractional pizza, you must begin with a fractional pizza menu item, such as Halves MD, and then make your selections for each fraction of the pizza. If instead you begin by adding pizza toppings, the system will allow this but cannot calculate the price of the pizza correctly. For example, when a guest orders a medium pizza, half Supreme, and half BYO, after selecting Supreme MD for the first half, you could easily make the mistake of selecting the toppings for the BYO without selecting the BYO MD pizza menu item first. You can safeguard against this through panel design and limiting the accessibility to your toppings until they are needed. Refer to “Designing Your FOH Screens for Fractional Pizzas” on page 155 for more information.

no pizza menu item

pizza menu item Incorrect Fractional Pizza Order Correct Fractional Pizza Order

Figure 150 Pizza Item with Toppings Example

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Unable to Mix Pizza Fractions on a Pizza On fractional pizzas, you can only mix a half and two quarters to complete a pizza. For fractional pizzas and fractional toppings in thirds, you can only add another third. If you try to mix a third with either a quarter or half fraction, a message appears.

Figure 151 Sum of Fractions Cannot be Greater Than the Whole Message

Fractional Pizza Requires More Pizza Fractions If the total of the fractions does not equal a whole pizza, you must add the necessary pizza fractions until it does.

Figure 152 All Fractions Must be Added to Item to Perform This Action Message

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Supporting ‘Topping Average’ Pizza Portion Pricing Method Version

RFC Number

Products

Audience

v6.7

RFC 76062 RFC 77676

Aloha Quick Service

Configuration Technician Store Manager

You can now use a pizza portion pricing method called ‘Topping Average’ that uses a unique formula. This formula is particularly useful when averaging fractional toppings that contain different prices. A fractional topping is any topping that does not cover the entire pizza. For example, if a guest orders onions on half the pizza only, the onions are considered a fractional topping.

X +

average price of all fractional toppings fractional topping average rounded up integer price of all whole toppings

+ base price total pizza price

Before configuring a system to use the ‘Topping Average’ pizza portion pricing, you must have a full understanding of how to configure pizzas with fractional portions using Panel Editor. The classic Pizza Modifier screen does not support this pricing method. Read “Supporting Fractional Toppings and Fractional Pizzas” on page 133 before continuing with the procedures in this section. To configure the ‘Topping Average’ pizza portion pricing method: 1. Select Maintenance > Store Settings > Order Entry group > Pizza tab.

Figure 153 Store Settings - Order Entry Group - Pizza Tab

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2. Select Topping Average. Topping Average — Prices a pizza using the following calculation: (average price of all toppings ordered for just a fraction of the pizza x fractional topping average rounded up integer) + price of all whole toppings + base price. The class Pizza Modifier screen does not support this pricing method. 3. Click Save and exit the Store Settings function. To best explain this pricing method, we will break the calculation into three steps: Step 1: The first step is to find the average price of all toppings ordered for a fraction of the pizza using the following calculation: total price of all toppings ordered for a fraction of the pizza / total number of toppings ordered for a fraction of the pizza. If the pizza portions consists of mixed fractions, such as a half and two quarters, the system uses weights to reach the total number of fractional toppings. Refer to Example 3 - Mixed Fractions, for a detailed explanation. Step 2: The next step is to determine the ‘rounded up’ method to multiply against the average fractional topping price calculated in Step 1. The system divides the number of fractional toppings by the lowest common denominator required to equal a whole. The lowest common denominator can only be two, three, or four. For example, if you mix a half portion with two quarter portions, the lowest common denominator is four. If the result ends in a decimal, the system rounds up to the next integer, regardless if the decimal is less than 50 percent. Step 3: The final step is to multiply the average topping price (Step 1) by the ‘rounded up’ calculated integer (Step 2), then add the total to the base price of all non-fractional toppings and the base price of the pizza to determine the final price of the pizza. Use the following pizza examples as a guide, assuming that the base price of a Large Pepperoni pizza is $10.00.

Pizza Example 1: Like Fraction (Halves) In Example 1, the customer orders a large Build Your Own pizza with mushrooms ($0.80) and pepperoni ($1.00) on one half of the pizza, green olives (0.66) on the other half, and onions on the whole pizza. Since onions are ordered for the whole pizza, not as a fraction, they are not included in the calculation. For Step 1, the system calculates (0.80 + 1.00 + 0.66) / 3 = 0.82. This pizza has three fractional toppings and uses two like fractions, halves. It takes two halves to equal a whole. Note: Onions are not ordered as a fraction so they are not included in the calculation. In Step 2, the system calculates 3 / 2 = 1.5 and rounds up to 2. In Step 3, to determine the price of the pizza, the system multiplies 0.82 (result from Step 1) by 2 (result from Step 2), then adds the price of the onions (0.59) and the base pizza price ($10.00). The pizza price calculation is: (0.82 x 2) + $0.59 + $10.00 = $12.23.

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Pizza Example 2: Like Fractions (Thirds) In Example 2, the customer orders a large Build Your Own pizza with mushrooms ($0.80) and pepperoni ($1.00) on one third of the pizza, green olives ($0.66) on one third of the pizza, and peppers ($0.70) on the last third of the pizza, and onions on the whole pizza. Since onions are ordered for the whole pizza, not as a fraction, they are not included in the calculation. In Step 1, the system calculates (0.80 + 1.00 + 0.66 + 0.70) / 4 = 0.79. This pizza has four fractional toppings and uses three like fractions, thirds. It takes three thirds to equal a whole. Note: Onions are not ordered as a fraction so they are not included in the calculation. In Step 2, the system calculates 4 / 3 = 1.33 and rounds up to 2. In Step 3, to determine the price of the pizza, the system multiplies $0.79 (result from Step 1) by 2 (result from Step 2), then adds the price of the onions (0.59) and the base pizza price ($10.00). The pizza price calculation is: (0.79 x 2) + $0.59 + $10.00 = $12.17.

Pizza Example 3: Mixed Fractions (Halves and Quarters) In Example 3, the customer orders a large Pepperoni pizza with mushrooms ($0.80) on half the pizza, green olives ($0.66) on a quarter of the pizza, peppers ($0.70) on the last quarter of the pizza, and onions on the whole pizza. This is a pizza with mixed fractions, halves and quarters. The system uses weights to find the lowest common denominator of toppings. The quarter is the lowest fraction and it takes two quarters to equal a half, so any topping that is ordered as a half counts as a weight of two. The total weight count for this pizza is four, two for mushrooms, one for green olives, and one for peppers. Since onions are ordered for the whole pizza, not as a fraction, they are not included in the calculation. In Step 1, the system calculates [(0.80 x 2) + 0.66 + 0.70] / 4 = 0.74. This pizza has three fractional toppings and uses mixed fractions: half, quarter and quarter. The quarter is the lowest fraction and it takes four quarters to equal a whole. Note: Onions are not ordered as a fraction so they are not included in the calculation. In Step 2, the system calculates 3 / 4 = 0.75 and rounds up to 1. In Step 3, to determine the price of the pizza, the system multiplies $0.74 (result from Step 1) by 1 (result from Step 2), then adds the price of the onions ($0.59) and the base pizza price ($10.00). The pizza price calculation is: (0.74 x 1) + $0.59 + $10.00 = $11.33.

Pizza Example 4: Single Fraction (Quarter) In Example 4, the customer orders a large Pepperoni pizza with mushrooms ($0.80), peppers ($0.70), and green olives ($0.66) on one quarter of the pizza, and onions on the whole pizza. This pizza uses only one fraction, a quarter. Since onions are ordered for the whole pizza, not as a fraction, they are not included in the calculation. In Step 1, the system calculates (0.80 + 0.70 + 0.66) / 3 = 0.72.

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This pizza has three fractional toppings and uses only one single fraction, quarter. It takes four quarters to equal a whole. Note: Onions are not ordered as a fraction so they are not included in the calculation. In Step 2, the system calculates 3 / 4 = 0.75 and rounds up to 1. In Step 3, to determine the price of the pizza, the system multiplies 0.72 (result from Step 1) by 1 (result from Step 2), then adds onions ($0.59) and the base pizza price ($10.00). The pizza price calculation is: (0.72 x 1) + $0.59 + $10.00 = $11.31.

Pizza Example 5: Specialty Pizza Like Fraction (Halves) In Example 5, the customer orders a large 1/2 and 1/2 pizza, with the first half being a Meat Lovers ($9.99) with mushrooms ($0.80) and green olives ($0.66) added, and the second half being a Supreme ($7.99). This is a pizza with two like fractions, halves. Meat Lovers and Supreme are actually specialty pizzas, each configured as a pizza item. Pizza items are excluded from the fractional toppings calculation; therefore, in Step 1, the system calculates (0.80 + $0.66) / 2 = 0.73. This pizza has two fractional toppings that are not configured as pizza items (mushrooms and green olives) and uses two like fractions: halves. Meat Lovers and Supreme are configured as pizza items and are excluded from this step. It takes two halves to equal a whole. In Step 2, the system calculates 2 / 2 = 1. In Step 3, to determine the price of the pizza, the system multiplies 0.73 (result from Step 1) by 1 (result from Step 2). Since this example contains a split pizza, the base item ‘LG 1/2 and 1/2’ is not priced. The system then uses the higher-priced specialty topping, Meat Lovers ($9.99) as the base pizza price and does not charge for any other specialty topping. The pizza price calculation is: (0.73 x 1) + $9.99 = $10.72.

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Overriding Store-Level Pizza Portion Pricing Method by Item Version

RFC Number

Products

Audience

v6.7

RFC 76063

Aloha Quick Service

Configuration Technician Store Manager

For establishments that need to use more than one pizza portion pricing method, you can configure a global pizza portion pricing method in Store Settings, and override it at the item level for individual pizzas that do not follow this pricing method. If a pizza with two or more pizza portion pricing methods is ordered, the system uses the method defined in Store Settings. To establish a pizza portion pricing method at the item level: 1. Select Maintenance > Menu > Items. 2. Select the item for which you want the pizza portion pricing method to override the method defined in Store Settings and press Enter. 3. Select the Pizza and Fraction tab.

Figure 154 Pizza and Fraction Tab for Pizza Item

4. Select Pizza. Pizza — Indicates this item represents a pizza item. You cannot use this option when configuring the Pizza Modifier screen. 5. Select the pizza portion pricing method from the ‘Fractional Pricing Override’ drop-down list. Fractional Pricing Override — Uses this method for pricing toppings on pizza portions instead of the global method configured in Maintenance > Store Settings > Order Entry group > Pizza tab. Required Options: You must select ‘Pizza’ to enable this option. Page 174

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6. Click Save. 7. Repeat this procedure for all pizza items for which you want to override the global pizza portion pricing method configured in Store Settings > Order Entry group > Pizza tab. 8. Exit the Items function.

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Supporting Pizza Topping Inventory Depletion

Supporting Pizza Topping Inventory Depletion Version

RFC Number

Products

Audience

v6.7

RFC 76064

Aloha Quick Service (new Aloha Manager), Configuration Technician Aloha Configuration Center Store Manager MenuLink

In the pizza industry, the quantity of toppings you put on a pizza usually vary based on the size of the pizza and the total number of toppings placed on the pizza. For example, a medium two-topping pizza could use five ounces of mushrooms where a medium four-topping pizza requires only four. This ensures a pizza is not overloaded with toppings, which results in poor food quality, and your topping inventory matches against food cost. When a topping is added to a pizza, the quantity of one is written to GndItem.dbf. This does not allow an inventory product, such as MenuLink, to correctly deplete inventory for pizza toppings since there are many varying factors to consider. In POS v6.7, and using Aloha Configuration Center or the new Aloha Manager, you can configure a pizza topping depletion matrix for add-on pizza toppings that determines the portion of toppings used on a pizza. The matrix takes into account the size and initial number of toppings on the pizza being ordered, as well as any toppings ordered on fractional portions of a pizza. In turn, the POS can output the adjusted quantities to the GndItem.dbf accordingly for inventory programs to use. This feature does not effect the FOH or any reporting inside of the Aloha system. This feature is only supported and configured with Aloha Configuration Center or the new Aloha Manager. If you do not have these products installed, contact your Radiant representative. This feature is not supported with the Classic Pizza Modifiers functionality.

Configuring Pizza Topping Inventory Depletion You can only configure the pizza topping inventory depletion matrix in either the Aloha Configuration Center or the new Aloha Manager products. If you have an existing pizza database that you configured in the old Aloha Manager interface, and you are migrating to one of these new programs, the system maintains your configuration of pizza, and you simply need to configure the pizza topping inventory depletion matrix. If you are configuring a pizza menu from scratch, you must following the instructions in RKS ID 12499. Refer to RKS ID 12499 Supporting Fractional Toppings and Fractional Pizzas for more information on how to configure and use pizzas, using the old Aloha Manager interface. You can take what you learn from RKS ID 12499 and leverage the information for your installation in Aloha Configuration Center or the new Aloha Manager. Whether you are importing a pizza database from the old Aloha Manager or starting a pizza menu from scratch, you must access Maintenance > Corporate Administration > Additional Features (for Aloha Configuration Center) or Maintenance > Business > Additional Features (for Aloha Manager) and select ‘Display Pizza’ under the ‘Options to display’ group bar. This enables the pizza options to appear in the system.

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Once you display the pizza options to display, you will access Pizza Sizes, Pizza Topping Levels, and the ‘Used in pizza matrix’ option in Modifier Codes, to tie into the pizza topping depletion matrix. Figure 155 shows the association required to configure the matrix.

Figure 155 Pizza Topping Depletion Matrix Association

Configuring Your Pizza Sizes for the Pizza Topping Depletion Matrix You must configure the sizes you offer so they can act as a quantifier for the pizza topping inventory depletion matrix. Not only do you imput these sizes into the matrix, but you also associate the size with the appropriate pizza item in Item Maintenance. For example, the pizza item ‘Supreme Large’ in Item Maintenance should have an association with ‘Large’ that you created in Pizza Size Maintenance. To configure your pizza sizes for pizza topping inventory depletion: 1. Select Maintenance > Menu > Pizza > Sizes. 2. Click the New button.

Figure 156 Pizza Size - Settings Group Bar

3. Under the Settings group bar, type the name of a size you offer, such as Medium. Name — Specifies the name of the pizza size to use in the pizza topping inventory depletion matrix, such as Small, Medium, and Large. This option is specific to the pizza inventory depletion matrix and you cannot use this option when configuring the Pizza Modifier screen. Required Options: You must access Maintenance > Menu > Items > Item tab > Pizza group bar and this pizza size from the ‘Size’ drop-down list for the appropriate pizza item. 4. Click Save. 5. Repeat this procedure for other pizza sizes you offer. 6. Exit the Pizza Size function.

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Configuring Your Pizza Topping Levels for the Pizza Topping Depletion Matrix You must evaluate and configure the topping levels you offer so they can act as a quantifier for the pizza topping inventory depletion matrix. The levels should be based upon when the quantity of your toppings decrease when more toppings are added to the pizza. For example, if you use five ounces of onions on a pizza that contains up to two toppings, and the amount reduces to four ounces when the pizza contains more than two toppings, a topping level needs to be made. To configure your pizza topping levels for pizza topping inventory depletion: 1. Select Maintenance > Menu > Pizza > Pizza Topping Levels. 2. Click the New button.

Figure 157 Pizza Topping Levels - Settings Group Bar

3. Type a name for the pizza topping level to reflect a separation of toppings, such as 1-2 Toppings, 3-4 Toppings, 5-6 Toppings, and more. Name — Specifies the name of the topping level to use in the pizza topping inventory depletion matrix. The levels should be based upon when the quantity of your toppings decrease when more toppings are added to the pizza. For example, if you use five ounces of onions on a pizza that contains up to two toppings and only four ounces when the pizza contains more than two toppings, a topping level needs to be made. This option is specific to the pizza inventory depletion matrix and you cannot use this option when configuring the Pizza Modifier screen. Required Options: You must access Maintenance > Menu > Items > Pizza Topping Matrix tab and select this level from the ‘Pizza Topping Level’ drop-down list for the appropriate pizza topping. 4. Type the minimum number of toppings allowed for this pizza topping level. Minimum value — Specifies the minimum number of toppings you can have on a pizza to apply to this topping level. When the pizza has less than this number, the system uses the next lowest pizza topping level. For a 1-2 topping level, the minimum would be 1. 5. Type the maximum number of toppings allowed for this pizza topping level. Maximum value — Specifies the maximum number of toppings you can have on a pizza to apply to this topping level. When the pizza reaches more toppings than this number, the system moves to the next highest pizza topping level. For a 1-2 topping level, the maximum would be 2. 6. Click Save.

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7. Repeat this procedure for other your other pizza topping levels. 8. Exit the Pizza Topping Level function.

Configuring Modifier Codes to Include for the Pizza Topping Depletion Matrix On a pizza, when you apply a modifier code to a topping, the quantity could either increase or decrease depending on your operations. You can include up to four modifier codes in the pizza topping depletion matrix to reflect an adjustment in depletion. To include a modifier code in pizza topping inventory depletion: 1. Select Maintenance > Menu > Modifier Codes. 2. Select a modifier code from the drop-down list.

Figure 158 Modifier Codes - Settings Group Bar

3. Under the Settings group bar, select Used in pizza matrix. Used in pizza matrix — Specifies this modifier code is used in the pizza inventory depletion matrix. Once you select this option, an additional column appears in Maintenance > Menu > Items > Pizza Topping Matrix tab. Clear this option if you are not using the pizza matrix. You cannot use this option when configuring the Pizza Modifier screen. 4. Click Save. 5. Repeat this procedure for other modifier codes you want to include in the depletion matrix. 6. Exit the Modifier Codes function.

Attaching a Pizza Size to Your Pizza Items As stated earlier, the size of the pizza should already be defined at the item level. You must now attach the pizza size you created in Pizza Size Maintenance with the corresponding pizza item in Item Maintenance. Additionally, you must denote the number of initial toppings that come on the pizza, by default. This procedure assumes your pizza items are already created.

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To attach a pizza size to a pizza item: 1. Select Maintenance > Menu > Items > Item tab. 2. Select a pizza item from the drop-down list.

Figure 159 Items - Pizza Group Bar

3. Under the Pizza group bar, select Pizza, if it is not already selected. Additional options appear within the group bar. 4. Type the number of initial toppings that come on the pizza by default in the ‘Initial Topping’ text box. Initial Topping — Specifies the count of toppings that come on the pizza, by default, to calculate in the pizza inventory depletion matrix only. For example, if a Veggie Lovers pizza has four toppings, then type ‘4’. This is not the same as an included modifier. You cannot use this option when configuring the Pizza Modifier screen. Required Options: 1) You must select ‘Pizza’ to enable this option. 2) You must configure the pizza inventory depletion matrix for your toppings for this option to have any value. 5. Select the size of the pizza from the ‘Size’ drop-down list. Size — Specifies the size of the pizza to calculate in the pizza inventory depletion matrix only. This option does not denote the size of the pizza at the item level for order entry. You cannot use this option when configuring the Pizza Modifier screen. Required Options: 1) You must access Maintenance > Menu > Pizza > Pizza Size and create your pizza sizes to use in the pizza matrix. 2) You must select ‘Pizza’ to enable this option. 3) You must configure the pizza inventory depletion matrix for your toppings for this option to have any value. 6. Click Save. 7. Repeat this procedure for all other pizza items you have. 8. Continue to the next procedure.

Configuring a Pizza Topping Matrix Once you configure your pizza sizes and pizza topping levels, you must input them into the pizza matrix of each of your pizza toppings you offer. This procedure assumes your pizza items are already created.

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To configure a pizza topping matrix: 1. Select Maintenance > Menu > Items > Item tab. 2. Select a topping from the drop-down list. 3. Under the Pizza group bar, select Topping, if it is not already selected. The Pizza Topping Matrix tab appears. 4. Select the Pizza Topping Matrix tab. 5. Maximize the screen to view all the columns on the matrix, if it is not already maximized. 6. Type the unit of measure in which you weigh or dispense the topping. Unit of measure description — Indicates the unit of measure in which you weigh or dispense the topping, such as each, ounce, slice, and more. 7. Click Add to create a topping matrix record.

Figure 160 Pizza Topping Matrix

8. Select a size of the pizza to coincide with the applicable topping level, such as Small. Pizza size — Specifies the pizza size to calculate in relation with the topping level for the pizza topping depletion matrix. Required Options: You must access Maintenance > Menu > Pizza > Size and create your pizza sizes to appear in this list. 9. Select a topping level, such as 1-2 Toppings. Topping level — Specifies the topping level to calculate in relation with the pizza size for the pizza topping depletion matrix. Required Options: You must access Maintenance > Menu > Pizza > Topping Level and create your pizza topping levels to appear in this list. 10. Type the quantity or amount you use for the whole topping, in relation to the size and topping level in place. Whole qty — Specifies the quantity or amount of the topping you use for the whole pizza, in relation to the size and topping level in place. Once you enter a value, the system automatically populates the ‘1/2 qty,’ ‘1/3 qty,’ and ‘1/4 qty’ columns for you. POS Enhancement Release v6.7

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11. Verify or change the quantity or amount you use for the topping when ordered on half of the pizza. 1/2 qty — Specifies the quantity or amount of the topping when you order the topping on half of a pizza, in relation to the size and topping level in place. This option automatically populates based on the following calculation: ‘Whole qty’ / 2. If your operation uses a calculation other than a straight divisor, you can change the value, as needed. 12. Verify or change the quantity or amount you use for the topping when ordered on a third of the pizza. 1/3 qty — Specifies the quantity or amount of the topping when you order the topping on a third of a pizza, in relation to the size and topping level in place. This option automatically populates based on the following calculation: ‘Whole qty’ / 3. If your operation uses a calculation other than a straight divisor, you can change the value, as needed. 13. Verify or change the quantity or amount you use for the topping when ordered on a quarter of the pizza. 1/4 qty — Specifies the quantity or amount of the topping when you order the topping on a quarter of a pizza, in relation to the size and topping level in place. This option automatically populates based on the following calculation: ‘Whole qty’ / 4. If your operation uses a calculation other than a straight divisor, you can change the value, as needed. 14. Type the percentage to apply to the topping when you apply the corresponding modifier code with the topping. Modifier Code % — Specifies the percentage, from -100 to 999, to adjust to the quantities when you apply an eligible modifier code to the topping. Type in percentage values such as, 50% to indicate half of the regular depletion, 100% to indicate no change in depletion, 200% to double the regular depletion, and more. Required Options: You must select ‘Used in pizza matrix’ in Maintenance > Menu > Modifier Codes > Settings group bar to enable a modifier code to be included in the pizza topping depletion matrix and to have a column appear. 15. Repeat Step 13 for all other modifier codes you configured to be included in the pizza topping depletion matrix.

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16. Repeat Steps 6 through 14 to create additional topping matrix records that coincides with the pizza size per pizza topping level. BEFORE you save, you have the one-time opportunity to propagate your pizza matrix configuration to your other items, providing the pizza topping IDs are already created. To do this, click the Save drop-down arrow and select ‘Save to this and other records...’ On the Save to other records dialog box, select Update for the toppings you want to inherit the pizza matrix. Once the pizza matrix is propagated, you can alter the matrix, as needed. If your matrixes are too varied for each topping, you may choose to create your other matrixes from scratch.

17. Click Save. 18. Repeat this procedure for all other pizza toppings you offer. 19. Exit the Items function.

Outputting Pizza Topping Depletion Matrix Once the pizza topping depletion matrix is set up and you order pizzas in the FOH, the system outputs the quantities of toppings to the QtyUnit column in GndItem.dbf. Inventory programs, such as MenuLink can map to the column and retrieve the correct usage of the topping.

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Supporting Included Modifiers in Table Service

Supporting Included Modifiers in Table Service Version

RFC Number

Products

Audience

v6.7

RFC 09779

Aloha Table Service

Configuration Technician Store Manager

To help the cashier easily identify the modifiers that are included with an item, you can configure a bitmap to appear on the modifier button. This bitmap can appear on the classic and system-generated modifier screens, as well as the pizza screen. This provides the cashier with a visual indication of the default items that the guest can modify and also helps prevent the sending of confusing or incorrect orders to the kitchen. In Aloha Quick Service v6.4.9, We introduced included modifiers in Aloha Quick Service v6.4.9. You can now use included modifiers in Aloha Table Service v6.7. Refer to RKS ID 11017 Supporting Included Modifiers, to configure and use the initial implementation of included modifiers in Aloha Quick Service.

Configuring Included Modifiers To configure a bitmap to appear on modifier buttons that are included with an item, you must activate the feature in Store Settings and build a list of modifiers on which you want to display a bitmap in Item Maintenance. To activate included modifiers: 1. Select Maintenance > Store Settings > User Interface group > Order Screen 1 tab.

Figure 161 Store Settings - User Interface Group - Order Screen 1 Tab

2. Select Use Included Modifiers.

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Use Included Modifiers — Activates the ‘Included Modifiers’ feature that allows you to place a bitmap on the modifier button for modifiers that come with an item so the cashier can appear knowledgeable and answer pertinent questions from the guest. Required Options: You must access Maintenance > Menu > Items > Included Modifiers tab and specify the modifiers that are included for each menu item for which you want to display the ‘included modifiers’ bitmap. 3. Select a bitmap from the drop-down list. Bitmap — Associates a bitmap to display on the FOH for all modifiers configured to be included with a menu item. Required Options: You must select ‘Use Included Modifiers’ on the same tab to enable this option. 4. Click Save and exit the Store Settings function. To specify included modifiers for a menu item: 1. Select Maintenance > Menu > Items > Included Modifiers tab.

Figure 162 Items - Included Modifiers Tab

2. Select a menu item from the ‘Number’ drop-down list and press Enter.

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3. Click Add to add a new included modifier or click Edit to edit an existing included modifier. The Add or Edit Included Modifier dialog box appears.

Figure 163 Add or Edit Included Modifier Dialog Box

4. 5. 6. 7. 8.

Select the modifier group in which the included modifier resides from the drop-down list. Select the modifier you want to specify as an included modifier. Select Included to allow an ‘included bitmap’ to appear on the modifier button. Click Done to return to the Items function. Repeat steps 3 through 7 for each modifier you want to be an included modifier for this menu item. 9. Repeat this procedure for each item for which you want to configure included modifiers. 10. Exit the Items function. To delete an included modifier from a menu item: 1. 2. 3. 4.

Select Maintenance > Menu > Items > Included Modifiers tab. Select the menu item from the ‘Number’ drop-down list and press Enter. Select the included modifier from the list and click Delete. Click Save.

Using Included Modifiers With the Included Modifiers feature, a bitmap appears on the modifier button each time the modifier appears for the corresponding item. For example, the Cheeseburger menu item has two modifier groups, Condiments and Cheeses, with cheese being an included modifier for Cheeseburger; the Cheese item

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appears with the ‘included’ bitmap on the modifier screen for both modifier groups. The ‘Included Modifier’ bitmap appears on the classic modifier screen (Figure 164) and the Pizza Modifier screen (Figure 165).

In this example of the classic modifier screen, a check mark bitmap is used for included modifiers.

Figure 164 Classic Modifier Screen with Included Modifiers

Figure 165 Pizza Modifier Screen with Included Modifiers

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Limiting FOH Reports by Revenue Center

Limiting FOH Reports by Revenue Center Version

RFC Number

Products

Audience

POS v6.7

RFC 70933

Aloha Table Service

Configuration Technician End User

When you run reports from the FOH, the system generates data from the entire store; however, some sites are set up where each restaurant or concept is configured by revenue center. In POS v6.7, you can now optionally configure the following FOH reports to collect data only from the specific revenue center in which the terminal resides: • •

Restaurant Sales Report Product Mix Report The system adheres to the Revenue Center Hierarchy when determining sales data. Refer to RKS ID 6024 Aloha Revenue Center Hierarchy for information.

To run FOH reports by revenue center: 1. Select Maintenance > Store Settings > Printing group > Reports tab.

Figure 166 Store Settings - Printing Group - Reports Tab

2. Select Limit the FOH Sales and PMix Reports to Revenue Center. Limit the FOH Sales and PMix Reports to Revenue Center — Generates data on the FOH Restaurant Sales report and Product Mix report from only the specific revenue center in which the terminal resides. When cleared, the FOH reports reflect data from the whole store. 3. Click Save and exit the Store Settings function.

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Applying a BOGO Price to Items Based On Order Entry

Applying a BOGO Price to Items Based On Order Entry Time Version

RFC Number

Products

Audience

v6.7

RFC 74816

Aloha Table Service

Configuration Technician Store Manager

In the Aloha POS, you can use events to activate a Buy One Get One (BOGO) promotion and offer special pricing to guests during a specific time frame, such as a Happy Hour; however, the system calculates the guest check using the item price in effect at the time you close the check. If this time is after the promotion expires, you could get unexpected totals on the guest check. You can now configure the system to apply and retain the price in effect for the item at the time it is ordered, regardless of when the check is closed. SCENARIO: A restaurant has a Happy Hour promotion from 3:00 p.m. to 6:00 p.m., allowing guests to purchase one appetizer at regular price and receive a second appetizer free. A party arrives at the restaurant at 4:30 p.m. and orders two appetizers at the promotional price. The party remains at the restaurant after 6:00 p.m. and orders two more appetizers when more people join the party. The server closes the check at 7:00 p.m. Ordinarily, the system would recalculate the guest check and charge the full price for all four appetizers because the check was not closed while the promotion was active. Configure the promotion to apply to items that are ordered while the promotion is active. The party will receive the first two appetizers at the promotional price, but must pay regular price for the two appetizers ordered after the promotion became inactive. To configure a BOGO to apply special pricing based on order entry time: 1. Select Maintenance > Payments > Promotions. 2. Select a BOGO promotion from the ‘Promotion’ drop-down list and press Enter. 3. Select Type Specifics. The Promotion - Buy One Get One dialog box appears.

Figure 167 Promotions - Buy One Get One Dialog Box

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5. Select Apply only the items ordered when BOGO active. Apply only the items ordered when BOGO active — Applies the BOGO promotion price only to the items ordered during the time the promotion is active. Items ordered before or after the active times of the promotion are added to the check at full price. Required Options: You must select ‘Auto Apply’ on the same dialog box to enable this option. 6. 7. 8. 9.

Click OK to return to the Promotions function. Click Save. Repeat Steps 2-6 for each BOGO promotion you want to apply only when the promotion is active. Exit the Promotions function.

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