Contents | Index | Search

• Manual Introduction
  • Using This Document
  • Some Important GST Information
  • Navigation
    • Advanced Navigation
  • Glossary
• Polygon POS (Front of House)
  • Staff Log On & Log Off
  • Applying Updates
  • Floorplans
  • Entering a Sale - The Product Keypad Screen
  • Entering a Sale Using QSO Mode
  • Managing Bundle PLUs at POS
  • Finalising a Sale - The Bill Settlement Screen
    • Loyalty and Gift Cards
  • Clearing a Sale - Refunds
  • Cash Drawer Management - Log On & Off
  • Setting POS PLU levels
  • Broadcasting Messages
  • Time & Attendance
    • Staff Clock On/Clock Off
    • Managing Shifts
    • Resetting Staff Timesheets
  • Kitchen Management System (KMS) - General Information
    • Using KMS Displays at Legacy POS
      • Programming Production Ingredients
      • Including BOM (Bill of Materials) Ingredients and Measures
  • Troubleshooting
    • FOH Hardware & Terminal Settings
      • Printer Redirection & Toggling
      • Using Redcat Print Manager
  • Instructions for Printer Maintenance
  • Using KMS with a Temporary Master Terminal
  • Closing Procedure - Reconciling & Resetting The Terminal
• Polygon POS Management (Back of House)
  • Getting Started with POS Management
  • Using Polygon POS Management
  • POS Management System Settings
    • Application Settings (POS Management)
      • Polygon POS Management
        • Set Maximum Vertical Window Size
      • Polygon Add-On Modules
      • External System Interfaces
      • Miscellaneous
      • Postcodes
        • Postcode Details
      • Calculator
    • POS Location Settings
      • Default POS Location Settings
      • POS Terminal Settings
      • Polygon Add-On Modules
      • Third-Party System Interfaces
  • POS Style Manager
    • POS Style Details
  • User Accounts File
    • User Update Form
    • User Security Roles File
      • User Security Role Details
  • POS User Security
    • POS User Security Roles
  • PLU Classes File
    • PLU Class Details
  • Keypad Categories File
    • Keypad Category Details
  • Reporting Categories File
    • Reporting Category Details
  • Production Categories File
    • Production Category Details
  • PLU File
    • PLU Item Details
      • PLU Barcodes
      • PLU Health Instructions
      • PLU Recipe Instructions
      • PLU Ingredient Items
  • Sale Types
    • POS Sale Type Details
  • Paperless Kitchen Sale Type Modes
    • Paperless Kitchen Sale Type Mode Details
  • Printer Sets
    • Printer Set Update Form
  • Peripheral Roles
    • Peripheral Role Update Form
  • PLU Code Mappings
    • PLU External Code Update Form
  • Continuous Flow Zones
    • Continuous Flow Zone Update Form
  • Quick Service Ordering Mode (QSO)
    • Settings Required for QSO Mode
    • Programming for QSO Mode
    • Programming PLU Ingredients
    • Replicating Conversational Ordering & Production Management Lists across like PLUs
    • Advanced Programming - Using PLU Modifiers
    • Programming Production Ingredients
  • Bill Of Materials (BOM)
    • Base Ingredients
    • Optional Ingredients (Mix-Ins)
    • Bill Of Materials Modifiers
    • Configuring Products with Bill of Materials
    • Adding A New Main Item/Product
    • Adding A New Optional Ingredient (Mix-In)
    • Output of BOM at POS
  • Swap Trigger PLUs
    • Programming for Swap Trigger PLUs
    • Relevant Notes regarding Swap Trigger PLUs
    • Output at POS
  • Automated Bundling
  • Virtual Brands
  • Pricing and Loyalty Point Management Overview
    • PLU Pricing/Points Management Forms
      • PLU Pricing/Points Plan Preview Details
        • PLU Pricing/Points Details Form
        • PLU Update Plan Details Form
        • Pre-set PLU Pricing/Points Plan File
    • Scheduled Price Levels
  • Client/Member Accounts (POS Management)
    • POS Client Account Details
  • Management Accounts File
    • Management Accounts Details
    • Management Account Charges File
      • Management Charge Details Form
  • POS Staff Accounts
    • POS Staff Details
    • Enabling the Bundy Clock Feature
  • Keypads Overview
    • Product Keypads File
      • Product Keypad Details
        • Keypad Button Details
          • Product Keypad - PLU Keys
          • Product Keypad - Category Keys
            • Understanding Category Linking
          • Product Keypad - Other Keys
        • Keypad Report Selection Criteria
    • Media Keypad
      • Media Type Details
    • Floorplan Keypads
      • Table Map Object Details
      • Table Map Object Toolbar
  • POS Network File
    • POS Location Details
    • POS Area Details
      • POS Area Sittings
      • POS Area Sections
        • POS Area Section Details
    • POS Terminal Details
      • POS Terminal Redundancy and Recovery –- Terminal Hierarchy
    • POS Peripheral Details
      • Receipt Printer
      • Production Printer
        • Category Printing
        • Sharing Peripherals
      • Cash Drawer Peripheral
      • Legacy Production Display
      • EFT Pinpad Peripheral
      • Weight Scale Peripheral
      • Promo Player Display
      • Intelligent Production Display
      • Customer Display Peripheral
      • Production Server Periphal
  • Promo Player - General Information
    • Promo Player Playlist File
      • Promo Player Item Details
  • Summit Drive Thru - General Information
  • Activating POS PLU Levels
  • Sending POS Network Updates
    • Quarantined Updates
  • Location Sales Log
    • Location Sales File Details
  • POS Revenue Processing
    • POS File Transaction Reference Viewer
    • Forcing a Sales Reset At The End of Each Trading Day
    • Loading Timesheet Resets
  • Processed Sales Log
  • Sales Log by Sale ID
    • POS Sale Details
    • Log Files Maintenance\Housekeeping
  • Assigning Images
  • Misc Files
    • POS Locations File
    • External Ledger Account File
    • Pick List Selection Forms
  • About SmartPOS
• Polygon Back Office (Accounting)
  • Getting Started with Polygon Back Office
    • Entering Opening Balances & Transactions
  • Using Polygon Back Office
    • Application Settings (Polygon Back Office)
    • Reference Viewer
    • Accounting Period Details
    • Financial Year Archiving
      • Archive Database
      • Open an Archived Database
  • Clients File (Back Office)
    • Client Details Form
    • Client Transactions File
      • Client Transaction Details
        • Pre-Set Client Transaction Descriptions File
      • Updated Invoice Items Details
      • Invoice Receipts File
        • Invoice Receipt Details
      • Client Batch Receipts File
    • Quotes File
      • Quote Details
        • Pre-Set Quote Descriptions File
        • Pre-set Non-PLU Item Descriptions
  • Suppliers
    • Suppliers File
      • Supplier Details
    • Supplier Transactions File
      • Supplier Transaction Details
        • Pre-Set Descriptions File
        • Tax Invoice Report/Purchase Order Report
      • Invoice Payments File
        • Invoice Payment Details
      • Supplier Batch Payments
    • Purchase Orders File
      • Purchase Order Details
    • Paying Suppliers Electronically (Direct Entry)
  • Accounts
    • Chart of Accounts
      • Ledger Account Update Form
      • Ledger Account Transactions
        • Journal Transaction Details
      • Accounts Pick List
      • Departmental Export - Chart of Accounts
    • Department Accounts File
      • Department Update Form
      • Department Groups File
        • Department Group Details
    • Bank Accounts File
      • Bank Account Details
      • Bank Account Transactions
        • Bank Transaction Details
          • Pre-Set Bank Transaction Descriptions File
      • Bank Reconciliation Details
    • Merchant Cards File
      • Merchant Card Details
      • Merchant Card Transactions
    • Virtual Safe Accounts File
      • Virtual Safe Transactions File
        • Virtual Safe Transaction Details
      • Virtual Safe Deposits
        • Virtual Safe Deposit Descriptions File
      • Virtual Safe Account Details
    • Recurring Transactions File
      • Recurring Transaction Details
    • Amortisation of Client and Supplier Invoices Through Prepayments
    • Budgets
      • Chart of Accounts Budgets
        • Account Budget Details
  • Polygon Inventory
    • Getting Started with Polygon Inventory
    • Using Polygon Inventory
      • Polygon Inventory Application Settings
    • Stock Items File
      • Stock Type Details
      • Stock Item Details
        • Supplier Codes File
        • Stock Item Barcodes File (For PDE Stocktaking Devices)
      • Stock Item Transactions
        • Stock Journal Update Form
      • Departmental Export - Stock Items
    • Recipes File
      • Recipe Details
        • Recipe Stock Requirements Form
    • Stock Transfers File
      • Stock Transfer Details Form
      • Stock Transfer Templates File
        • Stock Transfer Template Details
    • Wastage Sheets File
      • Wastage Sheet Details
        • Wastage Reasons File
    • Stocktakes File
      • Opening Stock Details
        • Opening Stock Take Report
      • Closing Stock Details
        • Closing Stock Take Report
      • Using PDE Devices
    • Automatically Generating Purchase Orders
  • Polygon Payroll
    • Getting Started with Polygon Payroll
    • Using Polygon Payroll
    • Recording Employee Payments
    • Polygon Payroll Application Settings
      • Payroll Award Details Form
    • Superannuation Funds File
      • Superannuation Fund Update Form
      • Superannuation Clearing House Export
    • Payroll Rates File
      • Payroll Rate Details
    • Employee Work Types
    • Payroll Allowances & Deductions File
      • Employee Allowance/Deduction Details
    • Public Holiday Dates File
      • Public Holiday Details
    • Tax Rates
    • Payroll Departments Sections File
      • Payroll Section Details Form
    • Employees File
      • Employee Details
      • Employee Payslip Details
        • Timesheet Details
        • Superannuation Analysis File
      • Employee Payments File
      • Payroll Batch Exceptions
    • Printing or Emailing Employee Payslips
    • Paying Employees Electronically - Direct Entry Files
    • Employee Leave Transactions File
      • Employee Leave Transaction Details
    • Timesheet Run Report
    • Payment Summaries
    • Single Touch Payroll
      • Register with Single Touch Pty Ltd
      • Prepare Polygon Payroll for STP
      • Check for Valid TFNs
      • Creating Your STP File
      • Recording a STP Final Payment (terminating) for an Employee
      • Reporting a Fix to the ATO
      • End of Financial Year
      • Uploading and Lodging Your STP File
      • Uploading and Lodging an STP Update File
  • About Polygon Back Office
• Reports
  • FOH Reports
    • Cash Drawer Clearance
  • Polygon POS Management Reports
    • Sales
      • Sales Log Report
      • Sales by PLU Report
      • Sales by PLU Class Report
      • Sales by PLU Class [detailed] Report
      • Sales by PLU Category Report
      • Sales by PLU Catgegory [detailed] Report
      • Sales by POS Sale Type Report
      • Sales by POS Sale Type [detailed] Report
      • Sales by Web Ordering Sales Type
      • Sales by Web Ordering Sales Type [detailed]
      • Sales by PLU [monthly comparison] Report
      • Sales by PLU [discounts] Report
      • Sales by PLU [ linked]
      • Sales by Brand
      • Sales by Brand [detailed] Report
      • Bundle PLUs
      • Discounted PLUs Report
      • Contribution Report
      • Sales by Staff Member Report
      • Sales by Staff Member [detailed] Report
      • Sales by Staff Member [category] Report
      • Sales by Staff Member [covers]
      • Sales by Revenue Account Report
      • Sales by Revenue Account [detailed] Report
      • e-Gift/Hybrid Card Sales Report
      • e-Gift/Hybrid Card Sales [detailed] Report
      • Location Sales Log Report
      • Location Sales Log [daily] Report
      • Location Sales Log [daily matrix] Report
      • Sales by Table Sitting
    • Sales [Hourly Analysis]
      • Sales by Half Hour Report
      • Sales by Hour Report
      • Sales by Hour [daily comparison] Report
      • Sales by Half Hour [weekly - same day comparison] Report
      • Sales by Hour [weekly - same day comparison] Report
    • Sales [Weekly Analysis]
      • Sales [full week] Report
      • Sales [same day comparison] Report
    • Gross Profit Analysis
      • Gross Profit Report
      • PLU List [gross profit] Report
      • PLU List [gross profit - summary] Report
    • Admin
      • POS Exceptions Report
      • Management Account Charges Report
      • Management Account Charges [detailed] Report
      • POS Media Log Report
      • POS Media Log [detailed] Report
      • POS Media Log [daily] Report
      • Paid Outs Report
      • Paid Outs [detailed] Report
      • Total Item Count Report
    • Lists
      • PLU List by PLU Class
      • PLU List by Category
      • PLU List by PLU Number
      • PLU List by Revenue Account
      • PLU List by Location
      • PLU Barcodes List
      • PLU Health Instructions List
      • PLU Recipe Instructions List
      • PLU Modifiers & Sizes List
      • PLU Price List by Location
      • Keypad Categories List
      • Reporting Categories List
      • Client/Member List
      • Management Account List
      • POS Users List
      • POS Locations List
      • POS Locations Virtual Brands List
      • POS Locations Mapped Records List
      • POS Locations Price Levels List
      • POS Locations Price Level Usage List
      • PLU/QSO List
      • PLU/Customer Ordering Ingredient List
    • Log Files
      • Audit Log
      • Application & System Logs
    • Inventory
      • PLU/Stock Links List
    • Payments Interface
      • EFT Transactions Log Report
    • Time & Attendance
      • Payroll Shift Hours
      • Payroll Shift Hours [summary]
      • Staff Productivity Report
    • Production Display
      • Service Productivity Report
  • Polygon Back Office Reports
    • Banks
      • Bank Reconciliation Report
      • Bank Transactions Report
      • Virtual Safe Transactions Report
      • Cheque Register [by Cheque] Reports
      • Cheque Register [by Date] Report
    • Financial
      • Profit & Loss Report
      • Cost of Goods Report
      • Balance Sheet Report
      • Trial Balance Report
      • Trail Balance Movement
      • Aged Creditors Report
      • Aged Debtors Report
      • Forecasted Client Receipts Report
      • Forecasted Supplier Payments Report
      • Ledger Transactions Report
      • Ledger Transactions [by Type] Report
      • Direct Entry File [suppliers]
    • Budgets
      • Budget - Profit & Loss
      • Budget - Balance Sheet
      • Profit & Loss with Budget Analysis
      • Balance Sheet with Budget Analysis
    • GST
      • BAS Calculations Report
      • GST Transactions Report
    • Payroll
      • Direct Entry File [payroll]
      • Employee Payroll Expenditure Report
      • Employee Payroll Expenditure [aggregate]
      • Employee Payroll Run
      • Leave Accrued Report
      • Leave Transactions Report
      • Payroll Run Report
      • Payslip Run Report
      • Superannuation Expenditure Report
      • Superannuation Clearing House Export
      • Timesheet Run Report
      • Employee Birthday Forecast Report
    • Payroll [Payment Summaries]
      • Payment Summary Run
      • Employee ETP Payment Summaries
      • ATO Export File
      • Magnetic Media Form
      • Single Touch Payroll (STP) File
    • Inventory
      • Stock Levels Report
      • Stock Reorder Report
      • Stocktake Forms Report
      • Stock Transactions Report
      • Stock Item Pack Sizes by Location Report
      • Goods Received Report
      • Goods Received [detailed] Report
      • Wastage Sheets
    • Statements
      • Client Receipt Details Report
      • Client Statements Report
      • Client Transactions Report
      • Client Transactions [letterhead] Report
      • Client Transactions [detailed] Report
      • Supplier Payment Details Report
      • Supplier Transactions Report
      • Supplier Transactions [letterhead] Report
    • Lists
      • Chart of Accounts List
      • Clients List
      • Suppliers List
      • Employees List
      • Employees List Wizard
      • Employees List [period of employment] Report
      • Employees Rates List
      • BPay Reference List
      • Mailing List
      • Recipes List
      • Functions List
      • Stock Items List
      • Stock Items List [by Supplier]
      • Stock/PLU Links List
      • Recipe/PLU Links List
      • Stock Barcodes List
  • Send Mail Form
• Addendum 1 - Polygon Delivery
• Addendum