ReadyTouch New Operator Guide
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Table of Contents

 

 

Introduction

Congratulations on purchasing a ReadyTouch Cashier and Self-Service Kiosk. This startup guide will help you learn how to use your new Point-of-Sale kiosk.

 

ADM  (Back-End) Actions       

ADM is the ADMinistration system for your ReadyTouch kiosk’s behind-the-scenes tasks. You can access ADM using this URL: http://readytouchpos.com/public/login.

Note: It is compatible with Google Chrome or Mozilla Firefox.

The manager of your location has an ADM account, and is the only person who can create ADM accounts for additional staff.

 

Locations         

Locations tab

Click the Locations heading in the ReadyTouch navigation bar at the top of the page. In this heading  you can view all of the locations associated with this Org.

 mceclip1.png

You can click on any location to:

  • View the location details
  • View product details
  • Send information to the kiosk
  • Deploy a new kiosk to that location
  • Setup taxes

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  1. The Receipt Header and Receipt Footer fields will appear on printed and emailed receipts.

  2. To use emailed receipts, add the domain name of the company you will be sending receipts to in the Domain field.

  3. Click the Save button after making your changes.

 

Product tab on Location Summary Page

At the bottom of the Location Summary page is a row of tabs. The default is the Devices tab.

  1. Click the Products tab to see a list of products currently available at this location, along with their details.

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  1. Click on any blue value to make a change.

  2. Click the Update Prices button to apply your changes to the kiosk.

  3. Click the Add Product button to see a list of products that exist in your master database but have not been extended to this location.
    • Highlight each product you want to add.
    • Click the Add.

 

Adding a Commercial

  1. Click on the Home Commercial tab at the bottom of the Location Summary page. In this tab you can add customized commercials that will scroll on the Self Service kiosks Home screen when it is not in use.

  2. Click the Add Home Commercial button.

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  1. Click Choose Existing to choose an existing image,

OR

click Upload New to upload a new image.

Note: The image size is 1024px wide by 524px tall and must be .jpg or .png files.

  1. Name the image.

  2. Click Add.

 

Mapping tab    

Note: Your tax level must be set to Tax Category to view the Tax Mapping tab. If it is set to Item Tax Level, you will not see the Mapping tab.

The Mapping tab is at the bottom of the Location Summary page. Click on it to set up tax categories and tax rates for this location.

  1. Click the Add Mapping button.

  2. Enter your category and rate in the popup window.

Note: Tax Category and Rate need to be setup in advance as follows:

1. Go to the Admin tab in ADM.

2. Select Category and Admin from the drop-down menu.

3. Select Tax menus.

 

Products 

ReadyTouch provides a robust inventory management system.

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Adding a Product

  1. Click on the Product heading in the ReadyTouch navigation bar at the top of the page.

  2. Select Global Product from the drop-down menu.

  3. Click the Create New button at the top, right corner of the page.

  4. The following form will display.
    mceclip5.png

  5. There are only three required fields for a new product:
  • Name
  • Scan Code
  • Price

Note: We strongly recommend that you add all data you have related to the product, as much of it is used in reporting and analytics.

  1. Any information added to the Description field will display in Self-Service mode when a consumer touches the Info button for the product.

  2. When you have added your product information, scroll to the very bottom of the page and click Save and Extend.
  • You will see a list of locations where you can extend this new product.
    mceclip6.png

  • You can click on Select All,

OR

click on a single location.

  • You can select multiple locations by clicking one, holding the CTRL key on your keyboard and clicking additional locations.

If you have more products to add, click Save and Next, otherwise click Save and Done.

 

To have the new products be available immediately, you need to sync the price book to the kiosk:

  1. Go to the Location tab in the ReadyTouch navigation bar at the top of the page.

  2. Click the name of the location where you want the product to be active.

  3. Click the Update Prices & Full Sync button near the bottom of the page. This will sync all product changes to the kiosk immediately.

 mceclip7.png

 

Editing a Product

  1. Click the Product heading from the ReadyTouch navigation bar at the top of the page.

  2. Select Global Product from the drop-down menu.

  3. Enter the name or scan code of the product you want to edit in the Search field at the top, right corner of the page.
    mceclip8.png
    As you begin to type, the Product list will automatically begin to filter the results.
  1. When the product you are looking for displays on screen, click anywhere in that row and the Product Summary page for that product will display.

  2. Make your desired changes.

  3. Click the Extend button in the Locations section at the bottom of the page to change the location(s) where the updated product will be available.
    mceclip9.png
  4. Select the desired location(s).

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  1. Click Save. The popup window closes, and you are back on the Product Summary page.

  2. Click the Save button (above the Extend button). The Global Products page displays again.


To have the new products be available immediately, you need to sync the price book to the kiosk:

  1. Go to the Location heading in the ReadyTouch navigation bar at the top of the page.

  2. Click the name of the location where you want the product to be active. The Location Summary page will display.

  3. Click the Update Prices & Full Sync button near the bottom of the page. This will sync all product changes to the kiosk immediately.

mceclip11.png 

All of the product changes will be synced to the kiosk immediately.

 

Modifiers 

Modifiers are customizable options for products, such as sizes for coffee, or toppings on a burger.

Modifier tabs display and organize modifiers, which allow you to group modifiers on the screen.

In the image below, the red box is the modifier tab, and the yellow boxes are the modifiers.

mceclip12.png 

 

How to Create and Add Modifier Tabs

  1. Click the Product heading in the ReadyTouch navigation bar at the top of the page.

  2. Select Global Products from the drop-down menu.

  3. Enter the name of the product to which you want to add a modifier in the Search field at the top, right corner of the page. As you begin to type, the Product list will automatically begin to filter the results.

 mceclip13.png

  1. When the product you are looking for displays, select anywhere in that row and the Product Summary page for that product will display.

  2. Scroll down to the Modifiers section and click the + sign.

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  1. In the next window, select either:

Add Existing Tab,

OR

Create New Tab.

 mceclip15.png

 

To add an existing tab:

  1. Select Add Existing Tab.

  2. Select the desired modifier tab you from the drop-down menu.
    mceclip18.png
  3. Click Add. The tab you selected is displayed in the Modifiers section at the bottom of the Product Summary page.

 

To create a new tab:

  1. Select Create new tab.

  2. Enter the Name of the Modifier tab (Backend side).

  3. Enter the Description (End User side).

  4. Click Create. The information for the new tab will display in the Modifiers section of the Product Summary page.

Repeat steps four, five and six for each additional tab needed.

 

How to Create and Add Sub Modifiers

When you have created or added a modifier tab, you have the option to add additional modifiers to it. At the bottom of the Modifier tab are two options:

  • Add Existing Modifier

and

  • Create New Modifier

 mceclip19.png

To add to an existing modifier:

  1. Click Add Existing Modifier.

  2. Select a modifier from the drop-down menu.

  3. Click Add at the right of the drop-down menu.
    mceclip20.png
  4. The options for the modifier you have selected will display.
    mceclip21.png
  5. Make the desired changes.

  6. Click Save. The Global Products page will display.

 

To create a new modifier:

  1. Click Create New Modifier.

  2. A blank modifier template will display as shown below.

  3. Complete the following fields:
    • Name – The name of the modifier selection.
    • Instruction – An optional field that will describe the selections and how many can be selected.
    • Type – Values or Products:
      • Values are customizable items and price and require the dollar field.
      • Products are other existing products.
    • Forced – Determines if the modifier needs a selection.
    • Max Selections – How many modifiers can be selected in the group.

  4. Click the Add button to add additional selections to the modifier.

 

How to Remove a Modifier, Tab or Selection

  1. Click on the Product tab in the ReadyTouch navigation bar.

  2. Select Global Product from the drop-down menu.

  3. At the top, right corner of the page is a Search field.

 mceclip22.png

  1. Enter the name or scan code of the product where you want to remove a modifier. As you begin to type, the Product list will automatically begin to filter the results.

  2. When the product you are looking for displays on screen, select anywhere in that row and the Product Summary page for that product will display.

  3. Scroll down to Modifiers section and click the X next to the name of the Modifier tab. This will remove the entire Modifier tab and its contents.

mceclip23.png

 

How to Create Staff

Staff refers to the members of your team who are defined into the following categories:

  • Cashiers
  • Managers
  • External Employees

Cashiers and Managers can sign into Cashier Mode using their badge, and all staff types can use their badge to comp their meals.

Available Staff types and access are:

  • Cashier – Menu and employee discount (Comp meals)
  • Manager – Menu, Reprint receipts and Void, Manage cash drawers (if multiple drawers per terminal), employee discount (Comp meals)
  • Employee – Employee discount (Comp meals)
  1. Click on the Admin heading in the ReadyTouch navigation bar.

 mceclip25.png

  1. Select Staff from the drop-down menu.

  2. Click the Create New button in the top, right corner of the Staff page.
  • First Name – Required
  • Last Name – Required
  • Employee Type – Required
  • Scan code – Required (Minimum four and maximum 16 digits.)

 mceclip27.png

  1. Click the Save button when the form is complete.

The Manager and Cashier can either login to the Cashier mode to manually type the scan code numbers or scan or swipe the number.

To scan or swipe to login:

  • Test your client issued employee badge to see if it is readable with either a barcode scanner or non-encrypted MSR. If it is, you can use that employee number.
  • If it is not readable, you can create a scan code to adhere to your badge.
  • A good, free barcode generator is: http://barcode.tec-it.com/

 

To enter manually:

  • Use a set of numbers easy to remember and not too long.

 

How to Add and Create a  Menu (Time  Bracket) 

A submenu item is a button that cashiers will select to add products without a barcode.

Example: The image below shows what the menu will look like when the kiosk is in Cashier Mode (CS).

 mceclip28.png

The submenu names will only display the first nine characters of the name, the rest is hidden.

Example: “Salad Bar and Fruit Bar” will only display only “Salad Bar ...” The screen will fit a maximum of 10 sub menu names.

 

Creating Menus

  1. Click on the Menu heading in the ReadyTouch navigation bar.  

  2. Select Self Service or Cashier Service from the drop-down menu. For this example, we will use the Self Service option.

 mceclip29.png

  1. Click the Create New button in the top, right corner of the Self Service Menu List page.

  2. Complete all fields. Be sure your times do not overlap with any existing Menu Times.

 mceclip30.png

  1. Click Save. The Self Service Menu List page displays.

  2. Select the Menu (time bracket) where you want to add items.

 

Adding a Menu Button

  1. Select the + Add Menu button.

  2. Enter the Button Name (this is the name that will appear on the receipt).

 mceclip31.png

  1. Click Add.

  2. Click Cancel to close the popup window. Your new menu button will display on the Self Service Menu page.

 

Adding a Sub Menu Button

  1. Select the + Add sub menu button.

 mceclip32.png

  1. Enter the Button Name.

  2. Click Add.

  3. Click Cancel to close the popup window. Your new sub menu button will display on the Self Service Menu page.

 mceclip33.png

 

Adding Products to the Sub Menu

  1. Click the Add Products button.

 mceclip34.png

  1. Select a product from your product list.

  2. Use the Search bar in the top, right corner to find your product(s) faster. There is no limit to the number of products you can add.

 mceclip35.png

  1. Click the Add button after you have selected your products.

  2. Click Save at the bottom of the Self Service Menu page.

 

Sort, Edit or Delete Products From the Menu

  1. Click the Menu heading in the ReadyTouch navigation bar.

  2. Select Self Service or Cashier Service from the drop-down menu.

 mceclip36.png

  1. Select the Menu (time bracket) that you want to edit.

  2. Click on the product in the Menu item and drag the product to the line where you want it to display.
    mceclip37.png

Note: You can drag products within a menu, but you cannot drag items from one menu to another.

  • Choose the Edit icon to the right of any product to open the Product Summary page for that item.
  • Choose the Trashcan icon to the right of the Edit icon to delete the product from the menu.

 

Sort, Edit or Delete Sub Menu Items

  1. Click on the Menu heading in the ReadyTouch navigation bar.

  2. Select Self Service or Cashier Service from the drop-down menu.

  3. Select the Menu (time bracket) that you want to edit.

  4. Choose the Collapse All Sub Menus link to sort the sub menus.

 mceclip38.png

  1. Click and drag the sub menus in the order that you want them to appear.

 mceclip39.png

  1. Click the Expand All Sub Menus link when you are finished.

  2. Select the Menu that you want to edit or delete and hover your cursor over the right side of the sub menu.

  3. Then choose Edit or Delete.

 mceclip40.png

You can edit the name and short name by clicking on the names and retyping them.

 

Kiosk Actions 

Cashier Mode    

The User Roles and Actions Available are:

  • Cashier
  • Menu
  • Reprint Receipts Manager
  • Menu
  • Reprint Receipts and Void
  • Manage Cash Drawers (if there are multiple drawers per terminal)

 

Login Information

Enter your Login code or scan your badge to begin or end a shift.

mceclip41.png

 

Admin Functions

The top icon shows the name of the Cashier or Manager who is logged in.

  • Access Desktop will close the ReadyTouch app and the computer desktop will display.
  • Fund Sogo is no longer in use.
  • Manage Cash Drawer allows the manager to assign and release cash drawers.
  • Sales History displays open and closed orders.
  • Logout will close the menu and go to the Login page. It does not remove your name from the cash drawer.
  • End Shift will close the menu and remove the Cashier or Manager from the cash drawer.

 mceclip42.png

 

How to Manage Cash Drawers

  1. Login as a Manager.

  2. Touch the hamburger icon (three horizontal lines in top, left corner).

  3. Choose Manage Cash Drawers.

 mceclip43.png

You must release/unlock the cash drawer to assign it to another cashier.

 mceclip44.png

 

Sales History

Sales history displays the Open and Closed orders for the current day.

  • Open orders - Orders that have been Parked (Open & Unpaid Orders).
  • Closed orders - Orders that can be reprinted or voided (Cash & Credit / Debit Only).

 mceclip45.png

 

Checking out a Customer

  1. Touch the Menu button in top row (Deli, Grill, etc.).

 mceclip46.png

  1. Select the item(s) to add to the order.

  2. Select Pay at the bottom, left to go to the Payment screen,

OR

Select the X next to Pay button to park or cancel the order.

 

Parking or Cancelling an Order

Select the X next to the green Pay button and this popup message will display: “Would like to Park the sale?

mceclip48.png

  • Select Yes, Park It! to move the order to the list of open orders so the consumer can pay later.
  • Select Nope to cancel the order. The menu will display again.
  1. To Unpark the order, click the Admin tab.  

  2. Select Sales History from the drop-down menu.

  3. Choose the Open tab.

  4. Select the order.

  5. Choose Delete to remove the order.

  6. Choose Unpark to move to the cart and either add more items or continue to payment.

Note: Any Open unpaid orders (Parked) will be cleared every night.

 

Forms of Payment and Tender Types

  • Cashless
    • Debit
    • Credit
    • Guest Pass
    • Employee comp meals (see below for details)
  • Cash
  • Special
    • Customized tender types (see below for details)

 mceclip50.png

 

Employee Comp Meals

  1. With the items in the cart, touch Pay.

  2. Select Cashless.

  3. Scan your employee badge.

Note: The employee badge ID number needs to be added to the database prior to this process. (Click here to go to the How To Create Staff section in this document.)

 

Special Payments

You must create a Tender Type before Special Payments will appear on the payment screen. (Click here to go to the Using Special Payments in Cashier Service section in this document.)

Special payments are custom tender types to use as a form of payment.

  1. Click the Admin tab in the ReadyTouch navigation bar.
    mceclip51.png

  2. Select Special Payment from the drop-down menu. The Special Tender Type List displays.
    mceclip52.png

  3. Click the Create New button in top, right corner.

  4. Enter the Name (maximum 10 characters).
    mceclip53.png
  5. Choose TENDER TYPE in the Type field.

  6. Seqnbr is the order in which you want the payment to appear on the kiosk (default is A-Z). For example, you may want Voucher before Meal Ticket so Voucher will be Seqnbr 1 and Meal Ticket Seqnbr 2.

  7. Click the Save button.

Note: A full sync is needed to bring this change to the kiosk(s).

 

Using Special Payments in Cashier Service

  1. Add the product(s) to the cart and select the green PAY button.

  2. Choose the Special tab.

 Note: This tab will only appear if you have created the Special Payment Tender Types.

 mceclip54.png

  1. Use the red arrow key to remove the existing amount.

  2. Enter the new amount to be used as the Special Payment.

  3. Select the Tender Type from the menu on the right. The Amount Due will display.

  4. Select the Cashless or Cash tab to complete the sale.

 

Self Service Mode  

  1. Touch the red Self Service Mode button to access Self Service mode from the Login screen.

 mceclip55.png

  1. Then touch the screen to begin the order.

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  1. Navigate using categories on the left or scrolling through the products.

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  1. Touch the + sign to add an item to the cart or touch the “i” to see information about that product. This information is pulled from the Description you provided on the product from the backend. (Click here to go to Adding a Product in this document.)

If more than six items are added to the cart, you will be able to scroll through the cart.

 mceclip58.png

  1. Touch Enter UPC and enter at least the first three digits of the barcode. A list of items will display.

  2. Touch Weighable Container to weigh an item from the product list and then place the item on the scale.

 mceclip59.png

  1. Then follow the directions on the screen.

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  1. When the items are in the cart, choose the FINISH AND PAY button.
  • If you choose the EMAIL receipt option, you will be prompted to enter your email address.
  • You can add the clients (location) email domain as the shortcut. To add the domain:
    1. Click the Location tab.
    2. Select the location name.
    3. Enter the email domain without the @ in the Location Summary field.
    4. Click Save.

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