General Information

2. General Information • Please take the time to make note of your merchant identification number in the space provided • For questions regarding your merchant account, please call: (866) 739-8324 • For Aldelo software questions call: • BankCard POS (877) 232-2370 • Sentry Safety Solutions (312) 523-2019

3. General Info • If 1 of your client machines has a different time than the server, the server will change the client time to match • This is important since all reports are time stamped and dated • Once the Aldelo software is registered, you have 10 days to activate it • If you ever want to delete an option, simply check the hide button and save

4. Discounts • Go to: back office, setup, general settings, discounts • Discount ID (this is the ID the software assigns to the account) • This screen will allow you to: • Name the discount • Assign the amount of the discount • Basis on which the discount will be used • Expiration date • Minimum ticket amount for discount to be applied • Discount group definition • Hide discount when you are not applying it anymore

5. Applying Discounts • From the Order Entry screen • Discounts • Discount order: applies to any item that does not have a discount applied • Discount item: applies to selected item • Cash discount: specify the amount manually • You are allowed to have a cash and order discount on the same check • Click on the discount type you plan to use • Done

6. Applying Credits • From Order Entry screen click “Credit” • Choose the search method for customer • Phone, Account Code, or Customer Name • Provide the information for the customer • Choose the credit to apply to the order • If credit is not entirely used, balance will be kept for later use • Click “Done”

7. Dine In Table Groups • Go to: back office, setup, table setup, dine in table groups • Table Group #: specify name of table group • Add: add new table group if one hasn’t been specified for this # • Edit: edit table group that’s been created • Delete: after tables have been assigned to another group, target group can be deleted

8. Table Group Editor • This screen allows you to edit a table group you have already created • Go to: back office, setup, table setup, dine in table groups, edit • Table group name: specifies the name of the group • Group 1 name: specify the name of the 1st group that tips will be shared with “Hostess”

9. Dine in Tables • Allows you to create, edit, assign, and arrange tables in each of the table groups defined • Go to: back office, setup, table setup, dine in tables

10. Dine in Table Editor • Enables you to create and edit specific properties of a table • Go to: back office, setup, table setup, dine in tables, table

11. Job Titles & Employees • Go to: back office, setup, employee setup, job titles • This allows you to create and define employee job titles and security levels

12. Menu Categories • Go to: back office, setup, menu setup, menu categories • Used only for reporting purposes • Has nothing to do with the visual display of then menu in the Order Entry screen • Each menu item is assigned to a specific menu category which will be shown when you create a sales report to find out how much of each menu category has been sold • Sales By Category Report

13. Menu Groups • Assign menu items to menu groups to make them available on the operating screen • Go to: back office, setup, menu setup, menu groups

14. Menu Items • Go to: back office, setup, menu setup, menu items • Allows you to edit the menu items available in your restaurant • Once you have entered the menu item into the system, use the menu item editor to explore more detailed options • Go to: back office, setup, menu items, (select any menu group and any menu item)

15. Clocking In • If you are an hourly employee, you may not be able to clock in until your scheduled time • This function can be disabled by checking the option Schedule not enforced in the employee files under the Payroll tab • You can also allow your employees to have a grace period before their scheduled clock in time in the advanced settings section by selecting the option called Time card clock in grace minutes • Highlight it and click edit to change the value of the setting • If you don’t want to pay the employee for grace minutes, go to advanced settings and select Time card clock rounding

16. Clocking In • Click on “Time Card” button on main POS screen • Enter access code • Click on “Clock In” button • If employee has multiple jobs, they will be prompted to clarify what job they will be working • 2 requirements to enable multiple jobs: • Employee must have 2 separate employee files with the exact same information except the job title and pay rate • Go to: store settings, staff/CRM, and check the option called Employee with Multi Job Selection

17. View Schedule • Click on “Time Card” button on main POS screen • Enter access code • Click on “View Schedule” button • Enter any date you wish to see • Either print the report on receipt printer or click ok to exit the screen

18. Earnings Report • Click on “Time Card” button on main POS screen • Enter access code • Click “Earning Report” button to bring up information from current pay period • Either print the report on the receipt printer or click “ok” to exit the screen

19. Staff Bank • Staff bank is used when the employee will be taking care of their own money and a cash drawer will not be assigned to them • Personal cash drawer w/o a physical cash drawer • Money pouches are used • Employee cannot be a cashier • Only 1 can be used at a time

20. Staff Bank Continued • Go to: store settings, revenue, cashier • Enable staff banking needs to be checked • Go to: back office, setup, employee setup, employee files, (select any employee), payroll • Enable use staff bank for every employee that will be using it • Start staff button will now appear on the time card screen • Once employee is in the time card screen, click on start staff bank and enter the start amount

21. Staff Bank Continued • Start amount can be provided by either the restaurant or the employee • You may also have the staff bank start automatically with the Auto Start Staff Bank When Clock In feature • This will always start the staff bank with $0.00

22. Cashier In • Before taking payments from customers, you need to tell the system you have a cash tray available to receive money • Features like gift certificate, pay out, refund, and settlement are exclusive to cash drawers

23. Creating A Cash Drawer • Go to: Back office, setup, general settings, cash trays • Enter the name of the cash tray • Name is only used for reference and does not show up when cashing in or out • Click save

24. Clock In, Then Cashier In • On main POS screen press “Cashier In” button • Enter access code • Click on the cash tray you wish to assign yourself • Enter your currency • Click finish • Click yes or no • You will now have full functionality

25. Closing The Cash Drawer • Click “Cashier Out” • Select cash tray that you are signing out • Adjust Gratuity screen (optional) • Gratuities from all orders can be adjusted by highlighting each order • After the tip amount is entered, you will be able to process the tip and continue on to the next order or on to the Money Count screen • Verify all checks and charges and check them off along with the cash in the drawer and any manager cash out receipts • Click “Finish” • Note any discrepancy • Accept

26. Clocking Out • Click on time card button on main POS screen • Enter access code • Click on “clock out” button

27. Cashier Settle Operations • To settle an order using the “Settle” button in the main POS screen: • Click settle • Access code • Choose the order you wish to settle and select payment option

28. Issuing Gift Cards • On main POS screen click “Gift Certificate” button • Access code • Swipe gift card through MSR reader while in MSR Card field • Enter acct num of card or certificate • Enter expiration date • Enter issued to and presented by field • Enter amount card will be worth • Select payment type • Enter amount received • Click finish

29. Recharging Gift Cards • On main POS screen click “Gift Certificate” button • Access code • Recharge • Select search option • Select yes or no • Swipe or enter the information of the gift card or certificate • Process card as if it is a new transaction to add amount charged to the existing gift card or certificate

30. Refunds • From main POS screen touch “Refund” • Access code • Enter the order number that refund applies to • Enter refund amount, reason, and method • Finish

31. Void • On main POS screen press “Void” • Access code • Select the order that needs to be voided or enter order number in “Quick Search” field • Enter void reason • If you use the same reason over and over create quick void reasons in back office, store settings, order entry • Choose yes/no • Choose waste or no waste • Waste will deplete inventory due to item being thrown away • No waste will not deplete inventory if item was not made

32. Recall Orders • From main POS screen press “Recall” • Access code • Select the order type • Click the order you wish to recall • Select the option you desire

33. Splitting an Order • On the order entry screen select: Split Checks • Enter number of additional checks • Select the check you would like to work with in the top right corner of the screen • Click the items you wish to add to this check • Click on the “Guest” button and enter the number of guest for this check • Repeat until all assigned items are split off of the main check • Finish • Print checks

34. Combine Orders • From Order Entry screen press: Combine • Select the order you wish to combine with the original order • Accept • Done

35. Adding Customer Name • From Order Entry Screen: • Customer Name • Enter the name and any necessary information • Finish

36. Changing the Number of Guest on the Check • From Order Entry screen: • Guest • Enter number of guest • Enter • Done

37. Changing Table Number • From Order Entry screen • Table • Select the table you wish to move the check to • Done

38. Recall Another Check on the Same Table • From Order Entry screen: • Checks • You can also create a new check for this table as well as print 1 or all of the checks • Highlight the check you want to change • Edit • You have the option of looking at the checks • Done

39. Managers & Owners

40. Modifier Builder Template Setup • Go to: back office, setup, menu setup, modifier builder template setup • Use this screen to create templates of modifiers to assign to menu items • No limit to the number of modifiers templates that can be created with each custom category • Go to: back office, setup, modifier builder template setup, template name • Edit the number of modifiers i.e. sides that are allowed to be made before the user is not allowed to select any more modifiers

41. Modifier Builder Editor • This screen allows you to edit the modifier you selected on the template while editing the template • Go to: back office, setup, menu setup, modifier builder template setup, template, modifier • You can also edit and arrange your menu groups • Go to: back office, setup, menu setup, menu groups, (select any menu group)

42. Manual Modifiers • From Modifiers screen: • Manual Entry • Highlight the menu item you want to make a modifier for • Type the name of the modifier in the modifier name field • Fill in additional cost of the modifier • Click add • finish

43. Forced Modifiers • In order to use the Forced Modifier system, they need to be setup in the Back Office: • Setup • Menu Setup • Forced Modifiers • After modifiers are setup return to the Order Entry screen • Select menu item • Select modifier from 1st level popup • This will continue until there are no more levels or when the 7th level has been reached • You may also disable the finish button from the back office: • Store settings • Products • Modifiers • Disable Finish

44. Modifier Builder Template • Provides maximum flexibility • Template can be assigned to more than 1 menu item • From Back Office: • Setup • Menu setup • Modifier Builder Templates

45. Modifier Builder Template Continued • Click menu item that has a modifier builder template assigned to it • Click the group you want to work with for this menu item • Select the modifier type you want to work with (tan/light orange buttons above modifiers) • Select the modifier you want to add to this menu item

46. Menu Recipe Editor • This allows you to configure your menu item recipe so that your estimated inventory usage can be reviewed according to sales activities • Go to: back office, setup, inventory setup, menu recipe editor

47. Manager Cash Out • Payout • Access code • Manager cash out • Enter the amount removed • This will print out 2 receipts & will have space for the manager’s signature • Place 1 receipt with money removed and 1 with the cash drawer • Be sure to include the cash out receipt as part of the drawer amount at the end of the night

48. Editing Time Cards • When employees make mistakes on their time cards, the time card may need to be adjusted to reflect the correct time. This is done by editing the time card in the Edit Unpaid Time Cards screen • These steps assume an employee has clocked in and out at least once

49. Editing Time Cards • Click on “Time Cards” in the Main POS screen. This will bring up the Employee Time Card screen with your name at the top. If you are a manager, you will have the rights to click on “Edit Time Cards”. • Click “Edit Time Cards”. This will bring up the “Edit Unpaid Time Cards” screen. • Highlight the employee name that has a time card that needs to be changed. • Below the employee name list, highlight the date you wish to edit. This will bring up this time card so that is may be edited. • Click inside the “Clock In Time” field to turn it green when the field is green, the field is active and can be edited. • Use the Hour, Minutes, and Date buttons to change the time in the field. • Click and edit each field you need to change. • Click “Save”. This will prompt confirming the changes.

50. Reverting or Re-Opening an Order • If an order has been closed and needs to be re-opened, you can revert the order and change its status back to open • This will allow you to make changes to the order • This is a manager only function and should be protected from normal employees.