Entering a Sale - The Product Keypad Screen

This button exits the POS terminal application. It may only be used by those staff members who have been given the "Exit POS Terminal" privilege.  The staff member’s password is required if you have enabled the 'Password protect  the application Exit button' setting in Polygon POS Management Location System Settings > Security.

See section Polygon POS Management > POS Staff Details for more information about assigning POS Staff Privileges.

This button display the FOH Sales Reports file which contains all reports that relate to the current trading period - refer to section Reports > FOH Reports for detailed information.

This button displays the Product Keypads File and allows you to select which keypad is displayed.  View the keypad you want by selecting the keypad and then pressing the Select button. The keypads may be scrolled through using the  & down keys shown below.

This button displays the Sales History file that contains all current sales information including; a list of paid sales, a list of open sales and a list of sales on hold.

Navigating the Sales History File

•The Show Open button and Show Finalised button swap between the Finalised Sales File and the Open Sales File.

•Press Show OTC to include Over The Counter transactions in the Paid list, or press the Hide OTC button which will hide Over The Counter Transactions when clicked.

•The View Finalised Media button opens the Finalised Media window which lists all paid media transactions and allows you to edit a table.  This option is documented in more detail below.  

•You may view sales placed temporarily on hold by ticking ‘Show Sales on Hold’ tick box.  These are given a temporary table number with a ‘tilda’ prefix (eg ~1)

•You may view the Sale Balance Limit of an open table by scrolling to the right. In the example below, Table 50 has been assigned a limit of $800.  

See section Polygon POS Management > Product Keypad - Other Keys > Set Sale Balance Limit for more information about adding a Set Table Balance Limit button.

Editing Finalised Sales

To recall a finalised sale and edit:

•Access the Sales History File

•Select the sale

•Click on Edit button

The sale will now be recalled and displayed in the Subtotal box. You can now reprint a receipt by clicking the receipt button , clear the sale or reprint a production docket using the Zoom Sale toolbar button.

Note: Sales may only be edited by staff members who have been assigned the "Edit finalised sales" privilege.  See section Polygon POS Management > POS Staff for more information about assigning POS Staff privileges.

Managing open tables

You may also search open tables by staff member by clicking the browse button next to the Staff field and selecting a staff member to view.  When open tables are viewed by staff member, you may use the “Reassign Tables” button to reassign the ownership of the tables to a different staff member. This may be of particular relevance when a staff member has finished a shift, and the ownership of their open tables must be transferred to another staff member.

Note: Ownership of all tables under the staff member will be transferred to the new selected staff member if this option is used.

A list of open table details can be printed by clicking the printer icon at the top of this form.

Sales File - Finalised Media Window

This window is accessible by clicking the View Finalised Media button on the Sales History form.  It displays all finalised sales with their, Date, Time, Sale ID, Table Number, Number of Covers and payment details.  You may also search sales by Media type by clicking the browse button next to the Media field and selecting a payment type to view.  The total value of the selected payment type is displayed at the top of the form.  To edit or view a sale, highlight it and click the Edit button.  

This button displays information regarding the terminal’s identification over the network, relationships with other terminals on the network, and printer & database operation. It is intended as a tool to assist RedCat support staff. See section FOH > System Settings.

The web updates button is available to sites which use internet data updates.  (Headquarters to Corporate Stores/Partner Stores).  Clicking the Web Updates button will check an internet server for updates either from head office or from the local BOH.  If updates are found they will be downloaded and installed. Note: it is important that slave terminals are switched on and not running the Redcat software when a web update is run otherwise they may not be updated.  

See Also: Polygon POS Management > POS Updates

This button allows you to enter the number of covers applicable to a table. Note: The terminal may be programmed to prompt for covers each time a new table is opened.

See Also:

Polygon POS Management > Sale Types > POS Sale Type Details

This button allows you to magnify a sale currently showing in the display window of the Product Keypad. It is useful if an item needs to be deleted or amended in quantity. The items in the display window are presented in a much larger format. The ‘up’, ‘down’, ‘add’, ‘subtract’ and ‘clear’ keys are also much larger.

•To increase an ordered quantity of an item, highlight the item and click the + (plus) button

•To decrease an ordered quantity of an item, highlight the item and click the - (minus) button

•To remove an item from an order, highlight the item and click the C (Clear) button

•To change item ingredients, highlight the item and click the Zoom Item button.  This option is available for QSO items only. Click here to read more about the Zoom Item feature.

•To re-print a production docket for this order, click the Reprint Production button.

This button will load the Windows Calculator which can be used by staff as required.

This button only applies if you are using QSO mode. It allows you to return to the Item Ingredients screen to make any further changes.  

See Also:

Quick Service Ordering Mode (QSO)

Polygon POS Management > PLU Details > Other Items;

Polygon POS Management > Location Settings > POS Terminal Settings > Quick Service Ordering Mode

These buttons allow you to scroll through the display window:

•Next Item Up                

•Next Item Down        

•Page Up                

•Page Down