Time Management

Time-Management
  • Our solution offers the ability to set pin length (1-8 digits in length)
  • Employees can have multiple roles with a set default role assignment- will have a
    pop up to choose role after putting in pin
  • Ability to force clock in
  • Ability to add manual time entry in the event employee forgot to clock in/out
  • Ability to Print Employee Sales Summary at time of Clock
  • Ability to change employee status from active to inactive
  • Clocking out will print out either Employee Detail or a slip showing clock in and clock out time

Service Area/Revenue Center

Revenue Center

Quick Order

  • Add Call in name for Order Service Area
  • Ability to Hold Orders to start new Order

Delivery (If Applicable)

  • Integrated with google maps
  • Saves Customer Information if not exist in the system
  • Autofill all information if customer is saved in the system
  • Pre-set delivery minimum time

Order Management

Order Management
  • Place Order based on Revenue Center
  • Option to choose which copy of receipt to print when paying
  • Ability to add item by using scanner or iPad camera
  • Input items with weight by using scale
  • Tier weight functionality
  • Option to use scale or put in weight manually

Out of Stock

  • Mark items out of stock to prevent taking orders on unavailable items

Discounts

  • Option to apply discount to the entire order or selected items
  • Predefined discounts
  • Prints receipt automatically when doing 100% discount

Comp

  • Option to comp on the entire order or on selected items
  • Add Predefined comp reasons
  • Prints receipt automatically when comping

Void

  • Option to void the entire order or selected items

Inventory Management

  • Set inventory for items to track your sales
  • Give notification if item is out of stock
  • Alternative Look Up Features to make search easier
  • Profit margin report based on COGs of Sale Price
  • Margin or Sale Price is calculated automatically when having COG and Margin or vice versa
  • Ability to Set Reorder Point to see Over and Under levels for each item

Vendor Management

Vendor Management
  • Ability to create profiles for Vendor with all their contact information all in one place
  • Option to have additional contacts for vendors not primary contacts
  • Ability to search for vendor
  • Advanced filter for easier management

Purchase Order (PO)

Purchase Order
  • Creates Purchase Orders easily
  • Autofill Vendors’ profile
  • Intuitive search options
  • Ability to create large Purchase Order quickly
  • Ability to edit Quantity, Cost of Goods and deleting items from Purchase Order
  • Ability to Edit PO date
  • Option to Generate or Hold PO for later
  • Report to show Paid or Unpaid PO
  • Email PO directly to vendor
  • Ability to mark PO as received if shipment from vendor is received manually
  • Manage PO payments from Portal

Access Management

  • Ability to assign multiple roles to an employee so that employee can have access to certain functions
  • Restrict employee access to discount, comp, void, etc.
  • Ability to enable/disable privileges at role level or employee level

Reporting

Reporting
  • Different level of reporting
  • Restrict user to Print EOD when there are open orders
  • Tax Inclusive

KPI Reports

  • Hourly Sales Reports
  • Sales by Terminal
  • Top Sales By Employees
  • Top Seller Categories
  • Top Sellers Items

Transactions Reports

  • Cash Transactions
  • Close Order
  • Credit Card Transaction
  • Open Orders
  • Tax Association Report
  • Time Based Tip Report

Product Mix Report

  • Filter by Terminal or Service Area
  • Sales By Items
  • Sales By Modifier
  • Sales By Super Category
  • Sales By Unmapped Items
  • Sales by Category

Sales Summary

  • Sales by Date
  • Sales Summary/EOD

Operational Reports

  • Discount and Comp
  • Void Item Report

Employee Report

  • Employee Sales
  • Time Report

Audit Reports

  • Cash Drawer

Tax Reports

  • Reports for different tax classes

Customer Management

Customer Management
  • Ability to Add Customer Personal Information ( Name, Telephone number, email address, Delivery and billing address)
  • Integrated with Google to autofill and validate address
  • Start order using existing Customer saved profile
  • Review Customer previous orders
  • Add Customer Notes to profile

Operations

Closing procedures

  • Prints EOD of current day or previous days
  • Option to prevent printing EOD if there are open orders

Batching

  • Currently closing batch automatically on set time

Cash Management

  • Ability to Set Till, Pay In, Pay Out, Cash Counted by the end of the day etc.
  • Prints Summary of Cash Drawer to notify if cash is short or over

Payments​

1. Cash

2. Payment Gateway

Heartland-PS

Heartland

CardConnect

CardConnect

3. General Card Payments

Debit cards

Visa

Gift cards

Mastercard payments

4. User defined payments

  • Check
  • House Account
  • Any third party delivery service Etc.

5. Gift Card

  • Metis gift card
  • Heartland gift card

6. Discount

  • Ability to set predefined discounts

7. Comp

8. Void

9. Manual credit card

10. Refund

  • Partial
  • Tip refund
  • Full refund

11. Return

  • Ability to choose item for return
  • Option to Restock when returning
  • Ability to start order with returns