Contents Last Updated 9th October 2014 ................................. 31

Idealpos 6.0 Licence Agreement .............................. 45

Introduction to Idealpos 6.03 .................................. 49

Idealpos 6.03 ...................................................................................... 49

Licensing ............................................................................................ 50

Idealpos Icons .................................................................................... 53

POS Screen in Idealpos ........................................................................ 54

Back Office ......................................................................................... 56

Hierarchy of Stock ............................................................................... 58

Stock Items ........................................................................................ 60

Stock Item Types ................................................................................ 62

Stocktake ........................................................................................... 76

POS Screen Setup ............................................................................... 78

Restaurant and Table Map .................................................................... 91

Using the Table Map ............................................................................ 93

Suppliers .......................................................................................... 104

Stock Purchases ................................................................................ 106

Stock Received .................................................................................. 108

Purchase Orders ................................................................................ 110

Process Invoices ................................................................................ 111

Network Printers ............................................................................... 113

IPS Utility ......................................................................................... 116

IPS Client ......................................................................................... 117

Global Options .................................................................................. 118

Stock Manage ................................................................................... 120

Ideal Handheld .................................................................................. 122

Alerts ..................................................................... 125

Alerts in Idealpos .............................................................................. 125

Setup Alerts ...................................................................................... 126

Receiving Alerts ................................................................................ 132

Amount Override .................................................... 133

Amount Override in Idealpos ............................................................... 133

Using Amount Override ...................................................................... 134

Amount Override Recording ................................................................ 140

Archive Data ........................................................... 145

Archive Data in Idealpos ..................................................................... 145

Go to Archived Database Menu ............................................................ 146

Archive Data Menu ............................................................................ 147

Compact Archive Database Menu ......................................................... 151

Back Office ............................................................. 155

Back Office in Idealpos ....................................................................... 155

Dashboard Shortcuts ......................................................................... 159

Activity Log ...................................................................................... 161

Dashboard ........................................................................................ 164

Back Office Menus ............................................................................. 169

Bar Tabs ................................................................. 185

Bar Tabs in Idealpos .......................................................................... 185

Bar Tab Accounts .............................................................................. 186

Bar Tab Buttons ................................................................................ 191

Bar Tab Settings................................................................................ 197

Using Bar Tabs .................................................................................. 202

Adding Bar Tabs ........................................................................................... 202 Print Bar Tab Bill .......................................................................................... 204 Print Bar Tab Report ..................................................................................... 206 Pay Bar Tab ................................................................................................. 209 Void Items from a Bar Tab ............................................................................ 212 Transfer Bar Tab to Table .............................................................................. 214 Transfer Table to a Bar Tab ........................................................................... 217 Transfer Bar Tab to Customer Account ............................................................ 220

Pre-Paid Bar Tabs .............................................................................. 222

Using Tyro for Bar Tab PreAuth ...................................................................... 227

Bar Tab Related Reports ..................................................................... 237

Barcode Scanning ................................................... 239

Barcode Scanning in Idealpos ............................................................. 239

Stock Item Scanning .......................................................................... 241

Bar Tabs, Accounts & Membership ....................................................... 247

Gift Vouchers & Credit Notes ............................................................... 248

Receipts ........................................................................................... 250

Tenders ............................................................................................ 252

Beverage Monitoring .............................................. 253

Bevcon Interface ............................................................................... 253

Settings ...................................................................................................... 253

Biometric Data Entry .............................................. 255

Biometric Entry and Idealpos .............................................................. 255

M2SYS Software (BioPlugIn) ............................................................... 256

Setup M2SYS ............................................................................................... 259 Add Fingerprints........................................................................................... 262 Idealpos and M2SYS ..................................................................................... 268

Blackboard ............................................................. 271

Blackboard in Idealpos ....................................................................... 271

Settings ........................................................................................... 274

Edit Blackboard ................................................................................. 277

Caller ID ................................................................. 279

Caller ID in Idealpos .......................................................................... 279

Settings ........................................................................................... 280

Using Caller ID .................................................................................. 284

Cash Dispenser ....................................................... 291

Talaris NMD Cash Dispenser................................................................ 291

Setup Dispenser ................................................................................ 292

Using Cash Dispenser......................................................................... 294

Chinese Character Printing/Display ....................... 297

Chinese Characters ............................................................................ 297

Setup Windows ................................................................................. 298

Setup Idealpos .................................................................................. 303

Chinese Characters In Idealpos ........................................................... 308

Clerks ..................................................................... 311

Clerks in Idealpos .............................................................................. 311

Clerk Setup ...................................................................................... 313

Settings ........................................................................................... 320

Using Clerks ..................................................................................... 343

Clerk Related Reports ........................................................................ 344

Clipp Interface ....................................................... 349

Clipp Bar Tab Interface ...................................................................... 349

Install Clipp POS Terminal Adapter ...................................................... 350

Configure Idealpos with Clipp .............................................................. 357

Setup Clipp ....................................................................................... 362

Using Clipp with Idealpos ................................................................... 367

Clipp Tab Enquiry .............................................................................. 378

Clipp details in Journal History ............................................................ 380

Communications ..................................................... 383

Communication and Connection Details ................................................ 383

Default Connection ............................................................................ 384

Connection with Packet Filtering .......................................................... 385

Connection with Proxy ........................................................................ 388

Packet Delivery ................................................................................. 389

Physical Network Connection............................................................... 392

POSServer Priority Request ................................................................. 394

Cooking the Books Interface .................................. 397

Cooking the Books ............................................................................. 397

Configure Windows ............................................................................ 398

Configure Idealpos............................................................................. 399

Coupon Promotions ................................................ 401

Coupon Promotions in Idealpos ........................................................... 401

Promotion Groups .............................................................................. 402

Using Logos On Coupons .................................................................... 404

Coupon Promotion Settings ................................................................. 415

Create Coupon Promotion ................................................................... 417

Copy Promotions .......................................................................................... 419 Delete Promotions ........................................................................................ 421 Add/Modify Promotions ................................................................................. 422

Create Coupon Design ........................................................................ 441

Advanced ......................................................................................... 446

Birthday Coupon Promotions .......................................................................... 448

Perform a Sale to Issue a Coupon ........................................................ 459

Redeem a Coupon ............................................................................. 461

Customer Rewards & Coupons ............................................................ 462

Coupon Related Reports ..................................................................... 465

Customer Reward Promotions ................................ 467

Customer Reward Promotions in Idealpos ............................................. 467

Reward Settings ................................................................................ 469

Create a Customer Reward Promotion .................................................. 472

Customer Reward Promotion Setup ...................................................... 474

Accumulating Customer Rewards ......................................................... 482

Redeeming a Customer Reward ........................................................... 486

Customer Rewards and Coupons ......................................................... 490

Customer Type Incentives ...................................... 493

Customer Type Incentives in Idealpos .................................................. 493

Settings ........................................................................................... 494

Incentive Programming ...................................................................... 497

Using Customer Incentives ................................................................. 507

Customers .............................................................. 511

Customers in Idealpos ........................................................................ 511

Customer Types ................................................................................ 512

Add Customers .................................................................................. 516

Importing Customers .................................................................................... 517 Manually Add Customers ............................................................................... 519 POS Screen Add Customers ........................................................................... 522

Modify Customers .............................................................................. 526

Back Office Customer Modify ......................................................................... 526 POS Screen Customer Modify ......................................................................... 529

Delete Customers .............................................................................. 534

Customer List .............................................................................................. 534

Customer Fields ................................................................................ 537

Customer Settings ............................................................................. 543

POS Terminal Settings .................................................................................. 543 Global Option Settings .................................................................................. 548 Yes/No Option Settings ................................................................................. 565 Function Settings ......................................................................................... 566 POS Screen Button Settings .......................................................................... 569

CUST Button on POS Screen ............................................................... 576

Customer Accounts ............................................................................ 579

Customer Account On Hold function via User-Defined Yes/No Option ................ 582

Master/Sub Accounts .................................................................................... 584

Customer Loyalty Points ..................................................................... 591

Points per Dollar .......................................................................................... 593 Points per Item (Special Points) ..................................................................... 594 Points per Price Level .................................................................................... 595

Customer Loyalty Interfaces ............................................................... 599

Kinnov Customer Loyalty Interface ................................................................. 599

Customer Sales ................................................................................. 608

Customer Transactions ....................................................................... 610

Acc/LB Adjustment ....................................................................................... 611 Un-allocated Adjustment ............................................................................... 615 Acc/LB Credit ............................................................................................... 620 Acc/LB Payment ........................................................................................... 623 Account Refund ............................................................................................ 627

Customer Enquiry .............................................................................. 633

Mag Card Printing .............................................................................. 639

Customer Related Reports .................................................................. 643

Database Maintenance ........................................... 673

Database Maintenance ....................................................................... 673

Maintenance Schedules ...................................................................... 675

Departments .......................................................... 677

Departments in Idealpos .................................................................... 677

Hierarchy of Stock ............................................................................. 678

Edit Departments .............................................................................. 680

Direct Department Sale ...................................................................... 686

Stock Item Points .............................................................................. 691

Department Related Reports ............................................................... 694

Discounts ............................................................... 701

Discounts in Idealpos ......................................................................... 701

Discount Settings .............................................................................. 703

Item Discounts .................................................................................. 720

Subtotal Discounts ............................................................................. 723

Customer Type Discounts ................................................................... 726

Automatic Customer Discounts ............................................................ 728

Discount Related Reports.................................................................... 730

Dry Cleaning Features ............................................ 735

Dry Cleaning Features in Idealpos ....................................................... 735

Dry Cleaning Configuration ................................................................. 736

Dry Cleaning Printing ......................................................................... 739

Using Dry Cleaning Features ............................................................... 744

EFTPOS ................................................................... 749

EFTPOS Button Functions ................................................................... 749

Chase Paymentech ............................................................................ 756

Configuration Settings .................................................................................. 756 Tendering a Sale on Chase Paymentech .......................................................... 759 Tendering a Sale using the Manual Account Entry Function ................................ 762 Other Chase Paymentech Functions ................................................................ 763

DPS ................................................................................................. 767

Installation .................................................................................................. 767 Configure Idealpos ....................................................................................... 769

Mercury (Non-EMV) ........................................................................... 772

Configure Idealpos ....................................................................................... 772 Perform a Sale using Mercury ........................................................................ 776

PC EFTPOS ....................................................................................... 778

Installation .................................................................................................. 778 Configure Idealpos ....................................................................................... 796

Quest ............................................................................................... 799

Configure Idealpos ....................................................................................... 799 Using Quest ................................................................................................. 800

Skyzer Nitro...................................................................................... 804

Installation .................................................................................................. 804 Configure Idealpos ....................................................................................... 819

Smartlink ......................................................................................... 822

Configure Idealpos ....................................................................................... 822 Using Smartlink ........................................................................................... 824

Tyro ................................................................................................. 828

Installation .................................................................................................. 828 Configure Tyro ............................................................................................. 832 Configure Idealpos ....................................................................................... 841 Perform a Sale using Tyro ............................................................................. 847 Tipping ....................................................................................................... 852 Using Tyro for Bar Tab PreAuth ...................................................................... 876 Tyro Pay@Table Support ............................................................................... 885

Vault ................................................................................................ 887

Installation .................................................................................................. 887 Configuration Settings .................................................................................. 887 Perform a Sale using Vault ............................................................................ 903

Zintel Hypercom ................................................................................ 909

Installation .................................................................................................. 909 Configure Zintel ........................................................................................... 915 Configure Idealpos ....................................................................................... 917

Perform a Sale using Zintel............................................................................ 920

Employee Log ......................................................... 927

Employee Log in Idealpos ................................................................... 927

Setting up Employee Log .................................................................... 929

Using Employee Log ........................................................................... 932

Edit Employee Log ............................................................................. 937

Employee Related Reports .................................................................. 944

End of Shift............................................................. 951

End of Shift in Idealpos ...................................................................... 951

End of Shift Settings .......................................................................... 952

Using End of Shift .............................................................................. 964

Edit Cash Declaration ......................................................................... 970

Float Count Entry .............................................................................. 974

epay Interface ........................................................ 977

epay ................................................................................................ 977

Idealpos epay Setup .......................................................................... 978

Using epay ....................................................................................... 983

Reprint epay Voucher ......................................................................... 994

Additional epay Information ................................................................ 996

Export Data .......................................................... 1005

Export Data in Idealpos .................................................................... 1005

Department Sales ............................................................................ 1008

Stock Item Sales ............................................................................. 1011

Supplier Invoices and Credits ............................................................ 1019

Stock Items .................................................................................... 1024

Departments ................................................................................... 1029

Special Prices .................................................................................. 1030

Financial Data ................................................................................. 1031

Web Reporting ................................................................................ 1034

Other Data ..................................................................................... 1035

Customers ...................................................................................... 1037

Reports/Listings .............................................................................. 1039

External Application Function ............................... 1041

External Application in Idealpos ......................................................... 1041

Floating Clerks ..................................................... 1043

Floating Clerks in Idealpos ................................................................ 1043

Settings ......................................................................................... 1044

Fuel Console ......................................................... 1047

POSTEC Interface ............................................................................ 1047

Idealpos Settings............................................................................. 1048

Registration ............................................................................................... 1048 Stock Items ............................................................................................... 1049 Clerks ....................................................................................................... 1051 Global Options ........................................................................................... 1052 POS Screen & Grids .................................................................................... 1053

POSTEC Settings ............................................................................. 1054

PCC Connection Wizard ............................................................................... 1055 Forecourt Manager ..................................................................................... 1060 Visual Console ........................................................................................... 1069

Performing a Sale ............................................................................ 1070

Functions.............................................................. 1077

Functions Menu ............................................................................... 1077

Functions ....................................................................................... 1078

Using Functions ............................................................................... 1105

Gaming ................................................................. 1107

Gaming Interface ............................................................................ 1107

Registration ............................................................................................... 1107 Settings .................................................................................................... 1109 Additional Functions ................................................................................... 1112

Aristocrat ....................................................................................... 1115

Aristocrat Membership Database .................................................................. 1115 Install & Configure Oracle ODBC .................................................................. 1115 Settings .................................................................................................... 1133

eBet .............................................................................................. 1139

eBet Membership Database ......................................................................... 1139 Settings .................................................................................................... 1140

Flexi-NET ........................................................................................ 1147

Flexi-NET Membership Database .................................................................. 1147 Settings .................................................................................................... 1148

IGT ................................................................................................ 1150

IGT Membership Database .......................................................................... 1150 Settings .................................................................................................... 1151

Max Gaming ................................................................................... 1158

Max Gaming Membership Database .............................................................. 1158

Settings .................................................................................................... 1159 Max Gaming Troubleshooting ....................................................................... 1164

Maxetag ......................................................................................... 1165

Maxetag Membership Database .................................................................... 1165 Settings .................................................................................................... 1166 Maxetag Troubleshooting ............................................................................ 1168

Titan .............................................................................................. 1171

Titan Membership Database......................................................................... 1171 Settings .................................................................................................... 1172

Gift Vouchers ........................................................ 1175

Gift Vouchers in Idealpos .................................................................. 1175

Setting up Gift Vouchers ................................................................... 1176

Selling a Gift Voucher ...................................................................... 1186

Redeem Gift Voucher ....................................................................... 1192

Gift Voucher Enquiry ........................................................................ 1205

Gift Voucher Related Reports ............................................................ 1207

Global Options ...................................................... 1211

Global Options in Idealpos ................................................................ 1211

General .......................................................................................... 1213

Miscellaneous .................................................................................. 1224

Purchases ....................................................................................... 1237

Restaurant...................................................................................... 1244

Customers ...................................................................................... 1251

Sales ............................................................................................. 1265

Reservations ................................................................................... 1285

Accounting ..................................................................................... 1291

Credit Notes/Gift Vouchers ............................................................... 1292

Interfaces ....................................................................................... 1298

Interfaces 2 .................................................................................... 1307

Printing .......................................................................................... 1313

Other Options ................................................................................. 1363

Gaming .......................................................................................... 1370

Hold Print Function ............................................... 1375

Hold Print Function in Idealpos .......................................................... 1375

Setup Hold Print .............................................................................. 1378

Using Hold Print .............................................................................. 1381

Entering the First Order .............................................................................. 1381 Adding subsequent Orders........................................................................... 1383

Entering the Last Order ............................................................................... 1387 Finalize and Print........................................................................................ 1391 How to View a Held Order ........................................................................... 1392 Bar Tabs and Hold Print Function .................................................................. 1395

Inserting lines on a Kitchen Docket using the Print Group Shift Function . 1396

Ideal Handheld ..................................................... 1405

Ideal Handheld in Idealpos ............................................................... 1405

Handheld Options ............................................................................ 1406

Supported Models ............................................................................ 1412

Handheld Menus .............................................................................. 1413

Handheld Screens ............................................................................ 1415

Using Ideal Handheld ....................................................................... 1426

Ideal Kitchen Monitor ........................................... 1435

Introduction to Ideal Kitchen Monitor ................................................. 1435

System Configuration ....................................................................... 1437

Hardware Configuration .................................................................... 1442

IKM Installation ............................................................................... 1443

IKM First Use .................................................................................. 1447

Icons ........................................................................................................ 1448 Server Mode .............................................................................................. 1449 Client Mode ............................................................................................... 1451

IKM Program ................................................................................... 1464

File Menu .................................................................................................. 1465 IKM Utilities Menu ...................................................................................... 1466 IKM Setup Menu ........................................................................................ 1468 IKM Reports Menu ...................................................................................... 1530 IKM Diagnostics Menu ................................................................................. 1533 IKM Help Menu .......................................................................................... 1535

IKM Utility ...................................................................................... 1537

Backup ..................................................................................................... 1538 Restore ..................................................................................................... 1539 System Reset ............................................................................................ 1541 Open Containing Folder ............................................................................... 1542 SQL Cmd Line ............................................................................................ 1543

IKM Display .................................................................................... 1544

Kitchen Monitor .......................................................................................... 1545 Customer Order Display .............................................................................. 1563

IKM & Idealpos ................................................................................ 1571

Using IKM ....................................................................................... 1574

IKM Graphic .................................................................................... 1578

Ideal WebIT ......................................................... 1579

Ideal WebIT & Idealpos .................................................................... 1579

WebIT Installation ........................................................................... 1581

WebIT Configuration ........................................................................ 1585

Plugin ....................................................................................................... 1586 POS .......................................................................................................... 1591 Schedule ................................................................................................... 1592 Security .................................................................................................... 1595 User Registration ....................................................................................... 1597

Idealpos Configuration ..................................................................... 1598

Stock Items ............................................................................................... 1598 Clerks ....................................................................................................... 1601 Tenders .................................................................................................... 1603 Global Options ........................................................................................... 1604 Yes No Options .......................................................................................... 1606 POS Screen Buttons ................................................................................... 1607

Using Web Orders ............................................................................ 1609

Impact Data Integration ...................................... 1617

Impact Data in Idealpos ................................................................... 1617

Install Impact Data Integration ......................................................... 1618

Configure Windows .......................................................................... 1625

Configure Idealpos........................................................................... 1627

Import Data ......................................................... 1629

Import Data in Idealpos ................................................................... 1629

How to Import Data ......................................................................... 1631

Format of Import Files ..................................................................... 1634

Departments ............................................................................................. 1635 Stock Items ............................................................................................... 1635 Alternate Codes ......................................................................................... 1635 Indirect Items ............................................................................................ 1636 Stock Levels .............................................................................................. 1636 Customers ................................................................................................. 1636 Suppliers ................................................................................................... 1637 Import PriceBook Links ............................................................................... 1638

Installation & Upgrade ......................................... 1643

Installation and Upgrade of Idealpos .................................................. 1643

Installing Idealpos Framework .......................................................... 1648

Windows 8 ................................................................................................ 1660

Installing Idealpos 6.03.xxxx.exe ...................................................... 1665

Free Trial / Demo ....................................................................................... 1672 New / Blank Database................................................................................. 1677

Possible Errors when Installing Idealpos ............................................. 1679

Upgrading to Idealpos 6.03 ............................................................... 1681

Pre-Install Idealpos 6.0 .NET Framework and SQL Support Files ....................... 1683 Upgrading a Live Site to Idealpos 6.0 ........................................................... 1684 Upgrade Procedure from 6.0, 6.01 and 6.02 .................................................. 1685

Configure Error Reports .................................................................... 1691

Inter-Store Ordering Head Office ...................... 1693

Inter-Store Ordering in Idealpos Head Office .................................... 1693

Settings ......................................................................................... 1695

Purchase Order Screen Overview ....................................................... 1710

Create an Order .............................................................................. 1712

Supply an Order .............................................................................. 1715

Receive an Order ............................................................................. 1718

Invoice an Order ............................................................................. 1721

Process an Order ............................................................................. 1723

Additional Information...................................................................... 1728

Inter-Store Ordering Sites ................................. 1730

Inter-Store Ordering in Idealpos Site............................................... 1730

Purchase Order Screen Overview ....................................................... 1732

Create an Order .............................................................................. 1734

Receive an Order ............................................................................. 1737

iPad and Idealpos ................................................. 1739

Requirements ................................................................................. 1739

Configure Application ....................................................................... 1740

Connect to the PC ............................................................................ 1746

IPS Client ............................................................. 1753

IPS Client in Idealpos ....................................................................... 1753

Client Icons .................................................................................... 1754

Client File Menu ............................................................................... 1757

Open ........................................................................................................ 1757 Options ..................................................................................................... 1757 Exit .......................................................................................................... 1759

Client Network Menu ........................................................................ 1760

Overwrite .................................................................................................. 1761 Remote ..................................................................................................... 1781 Packet Filtering .......................................................................................... 1789 Proxy Configuration .................................................................................... 1794 Housekeeping ............................................................................................ 1800 Terminal Visibility ....................................................................................... 1803

Configure Error Reports .............................................................................. 1809 Configuration ............................................................................................. 1810

Client Diagnostics Menu ................................................................... 1818

Packets ..................................................................................................... 1818 Saved Packets ........................................................................................... 1819 Transmission Trace ..................................................................................... 1820 Network Traffic .......................................................................................... 1822 Pool Information ........................................................................................ 1822 Connection Status ...................................................................................... 1823

Client View Menu ............................................................................. 1824

Icon View .................................................................................................. 1824 Detail View ................................................................................................ 1825

Client Help Menu ............................................................................. 1828

Terminal Overview ..................................................................................... 1828 Icons ........................................................................................................ 1830 Support .................................................................................................... 1831 About ....................................................................................................... 1831

Data Packet .................................................................................... 1832

IPS Deploy ........................................................... 1835

IPS Deploy in Idealpos ..................................................................... 1835

IPS Utility ............................................................. 1839

IPS Utility in Idealpos ....................................................................... 1839

System Menu .................................................................................. 1841

Support Menu ................................................................................. 1847

Maintenance Menu ........................................................................... 1849

Advanced Menu ............................................................................... 1856

Jackpot ................................................................. 1863

Jackpot in Idealpos .......................................................................... 1863

Jackpot Configuration....................................................................... 1864

Using Jackpot .................................................................................. 1867

Journal Enquiry .................................................... 1873

Journal Enquiry in Idealpos ............................................................... 1873

Search Criteria ................................................................................ 1876

Transactions Display ........................................................................ 1879

Transaction Detail ............................................................................ 1880

Additional Functions ......................................................................... 1882

Journal Enquiry Related Reports ........................................................ 1887

Keyboard Program ............................................... 1889

Keyboard Program in Idealpos .......................................................... 1889

Programming Key Functions .............................................................. 1890

Keyboard Function List ..................................................................... 1895

Labels ................................................................... 1935

Labels in Idealpos ............................................................................ 1935

Stock Item Labels ............................................................................ 1937

Customer Labels .............................................................................. 1943

Promotion Labels ............................................................................. 1946

IPS Label Formats ........................................................................... 1950

Avery Design Pro ............................................................................. 1953

Install Avery Design Pro 4.0 ........................................................................ 1954 Create Data File ......................................................................................... 1961 Create the Format File ................................................................................ 1964 Export Label to Format File .......................................................................... 1978 Design the Label ........................................................................................ 1979

Laybys .................................................................. 1987

Laybys in Idealpos ........................................................................... 1987

Layby Settings ................................................................................ 1989

Place Items on Layby ....................................................................... 1996

Make a Layby Payment .................................................................... 2001

Make a Layby Adjustment ................................................................. 2004

Make a Layby Credit ........................................................................ 2007

Cancel a Layby ................................................................................ 2009

Layby Reports ................................................................................. 2013

Locations .............................................................. 2017

Locations in Idealpos ....................................................................... 2017

Add & Modify, Locations ................................................................... 2018

Location Details ............................................................................... 2019

Stock Items by Location ................................................................... 2021

Macros .................................................................. 2023

Macros in Idealpos ........................................................................... 2023

Setting Macros ................................................................................ 2024

Examples of Macros ......................................................................... 2027

Mealcard System .................................................. 2039

Southern Foods Mealcard System ...................................................... 2039

Setup Idealpos for Mealcards ............................................................ 2040

Topup Mealcard ............................................................................... 2044

Charge to Mealcard .......................................................................... 2048

Mealcard Transaction without Credit .................................................. 2052

Discounted Mealcard Transaction ....................................................... 2053

Split Tender Mealcard Transaction ..................................................... 2054

Messages Staff May Receive ............................................................. 2056

Messages .............................................................. 2057

Messages in Idealpos ....................................................................... 2057

Setup Messages .............................................................................. 2058

Sending Messages ........................................................................... 2061

Mobile Apps .......................................................... 2065

Ideal Handheld ................................................................................ 2066

Handheld Options ....................................................................................... 2068 Handheld Menus ........................................................................................ 2074 Handheld Screens ...................................................................................... 2076 Using Ideal Handheld .................................................................................. 2084

Stock Manage ................................................................................. 2094

Setup Idealpos ........................................................................................... 2096 Setup Stock Manage ................................................................................... 2098 Download .................................................................................................. 2114 Stocktake .................................................................................................. 2119 Transfer .................................................................................................... 2127 Receiving .................................................................................................. 2137 Barcodes ................................................................................................... 2149 Upload ...................................................................................................... 2156 Additional Information ................................................................................ 2161 Process Stocktake ...................................................................................... 2162 Process Stock Transfers .............................................................................. 2166 Process Stock Received ............................................................................... 2171 Process Scan Codes .................................................................................... 2174 Compatible Hardware ................................................................................. 2177

Multiple Terminal Setup ....................................... 2181

Multiple Terminal Setup in Idealpos ................................................... 2181

Before You Begin ............................................................................. 2183

Configure Idealpos........................................................................... 2184

Overwrite New Terminals .................................................................. 2187

Multi-Site Management ........................................ 2191

Overview of Functions ...................................................................... 2191

Registration .................................................................................... 2195

Sites .............................................................................................. 2197

Locations ........................................................................................ 2199

POS Terminals ................................................................................ 2201

Global Options ................................................................................ 2203

Yes/No Options ............................................................................... 2205

Clerks and Employees ...................................................................... 2207

POS Screen Setup ........................................................................... 2208

Network Printers ............................................................................. 2210

Users ............................................................................................. 2212

Stock Items .................................................................................... 2214

Site Management ............................................................................ 2220

Journal History Enquiry .................................................................... 2223

MYOB Accounting Interface .................................. 2225

MYOB Accounting Interface in Idealpos .............................................. 2225

MYOB Installation ............................................................................ 2227

MYOB ODBC Direct .......................................................................... 2238

Testing the ODBC Connection ...................................................................... 2247

Accounting Module Global Debtor Export for Cash Based Accounting ... 2251

How to enable the Global Debtor Export for Cash-Based Accounting ................. 2254 Performing a Sale on a Customer Account ..................................................... 2256 Performing an Account Payment ................................................................... 2257 Edit Sales Reconciliation screen shows Sales Categories and GST Collected amounts

separately ................................................................................................. 2259

GST Accounting Basis Cash or Accrual ............................................. 2261

Connection Settings for Idealpos ....................................................... 2263

Tender Types with MYOB Accounting Interface ............................................... 2267 Sales Categories with MYOB Accounting Interface .......................................... 2271 Purchase Categories with MYOB Accounting Interface ..................................... 2273

Other POS Functions for MYOB Accounting Interface ............................ 2275

End Sales Period ............................................................................. 2286

IPS Import Data to MYOB Utility ........................................................ 2303

Reconciled Sales and Takings Report ................................................. 2306

POS Transaction Examples................................................................ 2308

Explanation of Account Adjustments .................................................. 2313

Explanation of Account Sales with Cash GST Cash Basis...................... 2315

View transferred Supplier Invoice data in MYOB .................................. 2321

Network Printers .................................................. 2325

Network Printers in Idealpos ............................................................. 2325

Adding a Printer .............................................................................. 2330

Test Printers ................................................................................... 2334

Link Printers to POS Terminals .......................................................... 2338

Change Kitchen Printer Mapping in POS Screen ................................... 2341

Redirect EVERY Print Job .................................................................. 2345

Networking .......................................................... 2349

Networking Configuration ................................................................. 2349

Order Numbers ..................................................... 2357

Order Numbers in Idealpos ............................................................... 2357

Order Number Settings .................................................................... 2358

Using Order Numbers ....................................................................... 2363

PayPal Interface ................................................... 2367

PayPal App ..................................................................................... 2367

Setup ............................................................................................. 2368

Online ....................................................................................................... 2368 Idealpos .................................................................................................... 2369

Using PayPal ................................................................................... 2384

PDE ...................................................................... 2393

PDE in Idealpos ............................................................................... 2393

Initialize PDE .................................................................................. 2394

Prepare PDE for Communication ........................................................ 2397

Download and Execute Program on PDE ............................................. 2401

Download Stock Items and Scan Codes to the PDE .............................. 2410

Download Only New Items to the PDE ................................................ 2415

Link Scan Codes to Stock Items Using PDE ......................................... 2418

Stock Received Using PDE ................................................................ 2427

Stock Transfers Using PDE ................................................................ 2438

Stocktake Using PDE ........................................................................ 2447

Stock Labels Using PDE .................................................................... 2457

Pending Sales ....................................................... 2467

Pending Sales in Idealpos ................................................................. 2467

Pending Sale Settings ...................................................................... 2469

Saving a Sale .................................................................................. 2478

Retrieve a Saved Sale ...................................................................... 2480

Pending Sales Related Reports .......................................................... 2483

POS Screen Setup ................................................. 2485

POS Screen Setup in Idealpos ........................................................... 2485

Screen Resolution ............................................................................ 2487

Buttons .......................................................................................... 2489

Function List ................................................................................... 2497

POS Screen Layouts ......................................................................... 2565

POS Screen Programming ................................................................. 2570

Creating New Buttons ................................................................................. 2576 Additional Links.......................................................................................... 2580 Delete Buttons ........................................................................................... 2580 Moving Buttons between Tabs ...................................................................... 2580 Copy Tabs ................................................................................................. 2580 Allow Live Button Programming.................................................................... 2582

Grids.............................................................................................. 2584

Menus ............................................................................................ 2593

POS Screen ........................................................... 2603

POS Screen in Idealpos .................................................................... 2603

Sale Details Window Top Left ......................................................... 2607

Advanced Functions and Numeric Buttons Top Right ......................... 2609

Tabs or Pages Bottom Half ............................................................. 2610

Tender Section Bottom Half ........................................................... 2611

Customer Section Bottom Right ...................................................... 2612

POS Terminal Settings .......................................... 2613

POS Terminals ................................................................................ 2613

Networking ..................................................................................... 2615

Copy Settings from POS # ................................................................ 2618

POS Terminal Programming .............................................................. 2621

Receipt Printer ................................................................................ 2623

Kitchen Printers ............................................................................... 2631

Customer Display ............................................................................ 2636

Clerk/Customer Readers ................................................................... 2653

Other Peripherals ............................................................................ 2657

EFTPOS .......................................................................................... 2662

Miscellaneous .................................................................................. 2664

Import/Export ................................................................................. 2670

POS Settings ................................................................................... 2680

Other ............................................................................................. 2684

POSServer ............................................................ 2687

POSServer in Idealpos ..................................................................... 2687

POSServer Installation ..................................................................... 2688

POSServer Configuration .................................................................. 2693

Backup Menu ............................................................................................. 2696 Stock Manage Menu ................................................................................... 2703 Advanced Menu ......................................................................................... 2708 PayPal ...................................................................................................... 2712 Options ..................................................................................................... 2713

POSServer Settings ......................................................................... 2715

POSServer Communications .............................................................. 2727

If POSServer Fails ........................................................................... 2730

Price Levels .......................................................... 2733

Price Levels .................................................................................... 2733

Settings ......................................................................................... 2735

Clerk .............................................................................................. 2736

Price Level Override ......................................................................... 2741

POS Terminal .................................................................................. 2742

Special Price Schedule...................................................................... 2743

Buttons .......................................................................................... 2744

Grid/Menu ...................................................................................... 2745

Customer ....................................................................................... 2747

Customer Type ................................................................................ 2748

Customer Date ................................................................................ 2749

StarrServer ..................................................................................... 2750

Sale Type ....................................................................................... 2751

Price Level Mapping ......................................................................... 2752

Price Level Related Reports ............................................................... 2753

Promotions ........................................................... 2757

Promotions in Idealpos ..................................................................... 2757

Promotion Link Enquiry ............................................................................... 2760 Order of Priority for Discounts/Surcharges/Promotions .................................... 2762 Promotion Discount Distributed Amongst Stock Items ..................................... 2764 Selecting Stock Items ................................................................................. 2766

Promotion Discount Types ................................................................ 2770

$ Discount off Items ................................................................................... 2771 % Discount off Items .................................................................................. 2772 Fixed Price for Items ................................................................................... 2775 Bonus Stock Item ....................................................................................... 2776 Cheapest Item % Discount .......................................................................... 2778 Unit Price Each ........................................................................................... 2781 $ Discount off Total .................................................................................... 2782 Expensive Item % Discount ......................................................................... 2784

$ Discount Each Item ................................................................................. 2787

Promotion Groups ............................................................................ 2789

Promotions Grid .............................................................................. 2791

Expired Promotions .................................................................................... 2793 Promotion Priority Level .............................................................................. 2794 Copy Promotion ......................................................................................... 2796

Promotion On/Off ............................................................................ 2798

Promotion Examples ........................................................................ 2802

Priority Change Affects Same Items .............................................................. 2802 Set Multiple Trip Levels for the Same Items ................................................... 2804 Promotion Tripped by Quantity or Amount ..................................................... 2806 Multiple Trip Quantities and Amounts ............................................................ 2808 Promotions Tripped Multiple Times ............................................................... 2810

Promotion Filters ............................................................................. 2811

Promotion Labels ............................................................................. 2813

Promotions Related Reports .............................................................. 2817

Purchase Categories ............................................. 2819

Purchase Categories in Idealpos ........................................................ 2819

Create Purchase Category ................................................................ 2820

Linking Purchase Categories to Stock Items ........................................ 2822

Purchase Category Reports ............................................................... 2823

Purchase Category Related Reports ................................................... 2824

Raffles .................................................................. 2827

Raffles in Idealpos ........................................................................... 2827

Raffle Setup .................................................................................... 2828

Configure Raffles ............................................................................. 2829

Raffles and Promotions ..................................................................... 2835

Inhibit Raffle Ticket Sales ................................................................. 2837

Selling Raffle Tickets ........................................................................ 2840

Drawing Raffles ............................................................................... 2842

Range Programming ............................................. 2851

Range Programming Stock Items ...................................................... 2851

Receipt On/Off ..................................................... 2855

Receipt On/Off Function ................................................................... 2855

Using Receipt On/Off ....................................................................... 2856

Received Account/Paid Out Functions .................. 2857

Received Account/Paid Out ............................................................... 2857

Received Account and Paid Out Settings ............................................. 2859

Using Paid Out ................................................................................ 2860

Using Paid In .................................................................................. 2862

Refunds and Credit Notes ..................................... 2865

Refunds and Credit Notes in Idealpos ................................................. 2865

Refund and Credit Note Settings ........................................................ 2866

Refunds .......................................................................................... 2875

Credit Notes ................................................................................... 2877

Refunds & Credit Notes Related Reports ............................................. 2885

Reports ................................................................ 2893

Reports in Idealpos .......................................................................... 2893

Financial ......................................................................................... 2897

Sales ............................................................................................. 2908

Stock Control .................................................................................. 2957

Purchases ....................................................................................... 2981

Customers ...................................................................................... 2993

Employees ...................................................................................... 3023

Restaurant...................................................................................... 3030

Reservations ........................................................ 3039

Reservations in Idealpos................................................................... 3039

Accessing Reservations .................................................................... 3040

Reservation Settings ........................................................................ 3042

Setup Reservations .......................................................................... 3048

Reservation Screens ........................................................................ 3052

Using Reservations .......................................................................... 3063

Reservations Support ....................................................................... 3071

ResPAK Interface ................................................. 3075

ResPAK Interface in Idealpos ............................................................ 3075

ResPAK License ............................................................................... 3077

Settings Idealpos .......................................................................... 3078

Settings ResPAK ........................................................................... 3080

Restaurant & Table Map ....................................... 3083

Restaurant & Table Map in Idealpos ................................................... 3083

Restaurant Settings ......................................................................... 3085

POS Options .............................................................................................. 3085 Global Options ........................................................................................... 3089

Table Maps ..................................................................................... 3148

Table Details ................................................................................... 3154

Table Summary ............................................................................... 3158

Using the Table Map ........................................................................ 3159

Bill Splitting .................................................................................... 3170

Using Seat Numbers ........................................................................ 3177

Fine Dining Options ......................................................................... 3178

Room Interface .................................................... 3185

Room Interface Module .................................................................... 3185

Registration Settings .................................................................................. 3185 Settings .................................................................................................... 3186

Charts ............................................................................................ 3188

Settings .................................................................................................... 3188 Using Charts .............................................................................................. 3190

ChoiceAdvantage ............................................................................. 3195

Settings .................................................................................................... 3195

Guest Centrix .................................................................................. 3196

Settings .................................................................................................... 3196 Using Guest Centrix .................................................................................... 3199

GuestPoint ...................................................................................... 3202

Settings .................................................................................................... 3202

Hirum ............................................................................................ 3203

Settings .................................................................................................... 3203 Using Hirum .............................................................................................. 3206

Newbook ........................................................................................ 3210

Settings .................................................................................................... 3210 Using Newbook .......................................................................................... 3212

RezBook ......................................................................................... 3216

Settings .................................................................................................... 3216 Using RezBook ........................................................................................... 3218

RMS ............................................................................................... 3222

Settings