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5.1.3. How to configure POS for waiter

Going to Point of Sale ‣ Configuration ‣ Point of Sale to create a POS access point on waiter’s device.

No Field Description
Header
1. Point of Sale Name An internal identification of the point of sale
2. Sale Journal Accounting journal used to post sales entries, usually POS Sales, which can be created in Accounting ‣ Configuration ‣ Journals.
3. Group Journal Items Check this if you want to group the Journal Items by Product while closing a Session
4. Stock Location

The location where goods are taken from.
5. Price list The pricing strategy, which can be created in Sales ‣ Configuration ‣ Price list
6. Invoice Journal Accounting journal used to create invoices
7. Active

Status of the POS
8. (Line) Available Payment Methods Leave empty. The waiter is not involved in payment or invoicing process
(Line) Features
1. Virtual Keyboard

Don’t turn this option on if you take orders on smartphones or tablets.

Such devices already benefit from a native keyboard
2. Invoicing Leave empty. The waiter is not involved in payment or invoicing process
3. Prefill Cash Payment Leave empty. The waiter is not involved in payment or invoicing process.
4. Start Category The point of sale will display this product category by default. If no category is specified, all available products will be shown
5. Tip Product Leave empty. The waiter is not involved in payment or invoicing process
6. Include Taxes in Prices Optional. The displayed prices will always include all taxes, even if the taxes have been set up differently
7. Large Scrollbars Used for imprecise industrial touchscreens
8. Automatic Receipt Printing Leave empty. The waiter is not involved in payment or invoicing process
9. Display Category Picture The product categories will be displayed with pictures
(Line) Multi-session
1. Multi-session

Set this field the same value for POSes where orders should be synced. Leave it empty if this POS should not use syncing. To update this field you need to close running session.

The value of this field is created at Point of Sale ‣ Configuration ‣ Multi-session Settings
2. Accept incoming orders Yes
3. Replace empty order Yes
(Line) Cash Control
1. Cash Control Check the amount of the cashbox at opening and closing
(Line) Receipt
1. Header A short text that will be inserted as a header in the printed receipt
2. Footer A short text that will be inserted as a footer in the printed receipt
3. Reprinting Leave empty. The waiter is not involved in payment or invoicing process
(Line) Loyalty Program
1. Loyalty Program The loyalty program used by this point of sales, can be created at Point of Sale ‣ Configuration ‣ Loyalty Programs
(Line) Discounts
1. Order Discounts Allow the cashier to give discounts on the whole order
2. Discount Product The product used to model the discount
3. Discount Percentage The default percentage when a discount is given in cashier’s screen
(Line) Bar & Restaurant
1. Bill Splitting Yes
2. Bill Printing Yes
3. Orderline Note Allow custom notes on order lines
4. Restaurant Floors Add the floor(s) served by this point of sales
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5.1.2. How to configure POS for cashier

Going to Point of Sale ‣ Configuration ‣ Point of Sale to create a POS board on cashier’s device.

No Field Description
Header
1. Point of Sale Name An internal identification of the point of sale
2. Sale Journal Accounting journal used to post sales entries, usually POS Sales, which is created in Accounting ‣ Configuration ‣ Journals.
3. Group Journal Items Check this if you want to group the Journal Items by Product while closing a Session
4. Stock Location The location where goods are taken from.
5. Price list The pricing strategy, which can be created in Sales ‣ Configuration ‣ Price list
6. Invoice Journal Accounting journal used to create invoices
7. Active Status of the POS
(Line) Available Payment Methods Add the payment methods allowed in POS (Cash, Bank, etc…)
(Line) Features
1. Virtual Keyboard

Don’t turn this option on if you take orders on smartphones or tablets.

Such devices already benefit from a native keyboard
2. Invoicing Enables invoice generation from the Point of Sale
3. Prefill Cash Payment The payment input will behave similarly to bank payment input, and will be prefilled with the exact due amount
4. Start Category The point of sale will display this product category by default. If no category is specified, all available products will be shown
5. Tip Product The product used to encode customer code tip. Leave it empty if you do not accept tips
6. Include Taxes in Prices The displayed prices will always include all taxes, even if the taxes have been set up differently
7. Large Scrollbars Used for imprecise industrial touchscreens
8. Automatic Receipt Printing The receipt will automatically be printed at the end of each order
9. Display Category Picture The product categories will be displayed with pictures
10. Skip Receipt Screen The receipt screen will be skipped if the receipt can be printed automatically
(Line) Multi-session
1. Multi-session

Set this field the same value for POSes where orders should be synced. Leave it empty if this POS should not use syncing. To update it you need to close running session.

The value of this field is created at Point of Sale ‣ Configuration ‣ Multi-session Settings
2. Accept incoming orders Yes
3. Replace empty order Yes
(Line) Cash Control
1. Cash Control Check the amount of the cashbox at opening and closing
(Line) Receipt
1. Header A short text that will be inserted as a header in the printed receipt
2. Footer A short text that will be inserted as a footer in the printed receipt
3. Reprinting This feature allows you to reprint a previously printed receipt
(Line) Loyalty Program
1. Loyalty Program The loyalty program used by this point of sales, can be created at Point of Sale ‣ Configuration ‣ Loyalty Programs
(Line) Discounts
1. Order Discounts Allow the cashier to give discounts on the whole order
2. Discount Product The product used to model the discount
3. Discount Percentage The default percentage when a discount is given in cashier’s screen
(Line) Bar & Restaurant
1. Bill Splitting Yes
2. Bill Printing Yes
3. Restaurant Floors Add the floor(s) served by this point of sales
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5.1.1. How to set access rights for each level of users on POS (Manager, Cashier, Waiters)

Link: System ‣ Users ‣ Users ‣ Create a user

  • Access right for Manager

In (Tab) Access Rights, the values of  Sales, Inventory, Accounting & Finance, and Point Of Sales are Manager.

In (Tab) Point of Sales, the manager will be granted with full access rights as illustrated in the picture below.

  • Access rights for Cashier

In (Tab) Access Rights, the role of cashier in terms of operating in Sales, Inventory, and Point of Sale is limited as a normal User, but obtains “Billing” rights in Accounting.

In (Tab) Point of Sale, cashier should be granted with functions involving payment only. However, it is up to your business regulation that a cashier can obtain more rights, which may include the rights to create/edit order lines, etc.

  • Access rights for waiter

In (Tab) Access Rights the role of a waiter in term of operating in Sales, and Point of Sale is restricted to be a normal user, which is illustrated in the following picture.

In (Tab) Point of Sale, a waiter role obtains the use of order-related functions.

 

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5. POINT OF SALES

5.1. Configuration

5.1.1. How to set access rights for each level of users on POS (Manager, Cashier, Waiters)

5.1.2. How to configure POS for cashier

5.1.3. How to configure POS for waiter

5.1.4. How to design a table plan

5.1.5. Which hardwares are compatible with Kiu POS

5.1.6. Hardware setup for POS

5.2. Session

5.2.1. How to open a session

5.2.2. How to close a session

5.2.3. How to manage multi-session

5.3. Sale on POS

5.3.1. How to transfer table

5.3.2. How to apply Time-limited or seasonal discounts?

5.3.3. How to create and run loyalty & reward program

5.4. Payment

5.4.1. How to process a payment of the order

5.4.2. How to pay a bill both by card and in cash?

5.4.3. How to split the bill

5.4.4. How to discount on POS

5.4.5. How to return and refund products on POS?

 

 

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4.3.2. Record Customer Sale Order manually

Sales Module ‣ Sales ‣ Sale Order ‣ Create SO accordingly (Note to choose a suitable Quotation template) ‣ Confirm SO

A draft Subscription will be generated automatically once you confirm SO.

If your Sale Order is directly recorded by online Customers confirmation you can skip these above manual steps.

Go to Subscriptions Module ‣ Subscriptions ‣ Choose the Subscription ‣ Review all information and revise if needed (especially Start Date, End Date & Next Invoice Date).

Create Invoice from Sale Order:

Sales Module ‣ Invoicing ‣ Sales to Invoice ‣ Choose SO ‣ Create Invoice ‣ Validate

A draft Deferred Revenue will be generated accordingly.

Go to Accounting Module ‣ Adviser ‣ Deferred Revenues ‣ Choose the Deferred Revenues ‣ Review and revise information if needed 

‣ Compute Revenue ‣ Confirm 

‣ Deferred Revenue journal entries for next period will be generated automatically

This is one loop of Subscription. The loop will continue until the End Date of Subscription. On that date, the Subscription will be sent to Subscription to Renew. What you need to do is Renew the Subscription ‣ A new SO will be generated automatically and start the next loop.

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4.3.1. Prepare & Configuration

Step 1: Firstly, you need to create your subscription product:

Subscription Module ‣ Subscriptions ‣ Subscription Product ‣ Create

You can publish your product on website for your customers shopping online or record Sale Order manually.

‣ See How to publish product on website.

‣ Create Product Variant if needed ‣ Save

‣ Set Variant Prices

You can use the Navigation button to set sequences of price calculation.

Step 2: Create Deferred Revenue Type

Accounting ‣ Configuration ‣ Deferred Revenue Type ‣ Create

Tip: You should use a separate journal to track deferred revenue entries.

Step 3: Create Subscription Template

Subscription Module ‣ Subscriptions ‣ Subscription Templates ‣ Create ‣ Choose Deferred Revenue Type respectively

Step 4: Create Quotation Template

Sale Module ‣ Configuration ‣ Quotation Templates ‣ Create ‣ Choose Contract Template (Subscription Template)

 

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4.2. Subscription Workflow

Customers subscribe on website ‣ SO is generated automatically 

‣ Based on the settings of Contract Template set at Quotation template of SO, a Draft Subscription will be generated automatically

‣ Edit info (especially End date) on that Subscription if necessary

‣ Validate the Subscription

‣ Manually create an invoice from SO at Sale Module ‣ Validate the Invoice

‣ Based on the settings of Deferred Revenue Type on Subscription Template (Contract Template) a Deferred Rev enue will be generated automatically.

‣  Next invoice will be generated automatically based on the Subscription until the End Date of Subscription

‣ The Subscription will be sent to List of Subscription to Renew by the End Date

‣ Once we renew the Subscription, a SO will be generated accordingly.

‣ Manually create 1st Invoice and start next loop.

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4.1. Functionalities

  • Automated contract management 

Automatic creation of clear contracts: Confirm a quotation with recurring products and the contract is created with the correct settings and products. 

Automatic customer invoicing: Speed up the invoicing process by automating it after easily setting up your customers’ data. Accounting is automatically up-to-date, including invoice creation, validation, and payment encoding. 

  • Automatic tax handling 

Taxes are managed automatically in real time based on your settings for regions and rates. 

Automatic payments. 

  • Customer satisfaction 

Easy signups: Send sales orders and contract management page directly to customers through secured URL access.  

No login required: No need to log in or even to create an account on your website to browse contracts and quotations.

User-friendly customer portal: Give access to customers to all their data at a glance and in detail: running contracts; interactive quotes allowing customers to get in touch with the salesperson; orders; and invoices (pdf format).

Customers editing option: Let customers modify contact details, and fine-tune access rights to contract options as well. Display extra options customers can simply add or remove from the contract. 

Clear overview: Let customers browse through all the details of their online contract: invoice address; recurrence; next invoice date; plan; options; payment. 

Easy payment and customer invoicing: Let customers access automatic payments upon credit card registration and receive invoices by email automatically. 

Contracts closable by customer: Customers can close the contract themselves and provide a reason for their decision.

No data lost, ever: Information is safely stored, even when a payment doesn’t go through. 

  • Analytics and forecasts 

Monthly Recurring Revenue: New, Churned, Expansion, Down and Net New MRR. Automatic recognition of revenues as they incur.

Understand your business’ growth: Forecasted annual MRR growth and forecasted annual contracts growth.

KPI tracking: Net and Non-recurring revenue, Average revenue per contract, Annual run-rate, Lifetime value, Logo churn, Revenue churn and Contracts.

  • Sales performance analysis 

Analyze per Salesperson: Examine each sales team member’s impact on your MRR for New, Churned, Expansion, Down and Net New MRR per Salesperson.

  • Sales life made easier 

Create templates: Save time by creating and use contract templates for your most frequent scenarios. 

Set up billing scenario: Supports price lists, discounts and units of measure.

Manage customer access: Self-subscription & management from the customer portal (grant different access rights to your users: restricted, upgrade only, upgrade and downgrade), define service options and setup fees.

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10.7. How to plan and track employees’ assignments?

Following and planning your employees’ assignments can be a heavy challenge especially when you manage several people. Luckily, using Kiu Project, you can handle it in only a couple of clicks.

Configuration

If you wish to manage time estimation, you will need to enable timesheets on tasks. From the Project application, go to Configuration ‣ Settings in the dropdown menu. Then, under Time Work Estimation, select the manage time estimation on tasks option. Do not forget to apply your changes.

This feature will create a progress bar in the form view of your tasks. Every time your salesperson will add working time in his timesheet, the bar will be updated accordingly, based on the initially planned hours.

Manage tasks with views

You can have an overview of your different task thanks to the multiple views available with KiuBMP. Three main views will help you to plan and follow up on your employees’ tasks: the kanban view, the list view (using timesheets) and the calendar view.

Create and edit tasks in order to fill up your pipeline. Don’t forget to fill in a responsible person and an estimated time if you have one.

Get an overview of activities with the kanban view

The Kanban view is a post-it like view, divided in different stages. It enables you to have a clear view on the stages your tasks are in and the ones having the higher priorities.

The Kanban view is the default view when accessing a project, but if you are on another view, you can go back to it any time by clicking the kanban view logo in the upper right corner

Add/rearrange stages

You can easily personalize your project to suit your business needs by creating new columns. From the Kanban view of your project, you can add stages by clicking on Add new column (see image below). If you want to rearrange the order of your stages, you can easily do so by dragging and dropping the column you want to move to the desired location. You can also fold or unfold your stages by using the setting icon on your desired stage.

 Tip

Create one column per stage in your working process. For example, in a development project, stages might be: Specifications, Development, Test, Done.

Sort tasks by priority

On each one of your columns, you have the ability to sort your tasks by priority. Tasks with a higher priority will automatically be moved to the top of the column. From the Kanban view, click on the star in the bottom left of a task to tag it as high priority. For the tasks that are not tagged, KiuBMP will automatically classify them according to their deadlines.

Note that dates that passed their deadlines will appear in red( in the list view too) so you can easily follow up the progression of different tasks.

 Tip

Don’t forget you can filter your tasks with the filter menu.

Track the progress of each task with the list view

If you enabled the Manage Time Estimation on Tasks, your employees will be able to log their activities on tasks under the Timesheets sub-menu along with their duration. The Working Time Progress bar will be updated each time the employee will add an activity.

As a manager, you can easily overview the time spent on tasks for all employees by using the list view. To do so, access the project of your choice and click on the List view icon (see below). The last column will show you the progression of each task.

Keep an eye on deadlines with the Calendar view

If you add a deadline in your task, they will appear in the calendar view. As a manager, this view enables you to keep an eye on all deadlines in a single window.

All the tasks are tagged with a color corresponding to the employee assigned to them. You can easily filter the deadlines by employees by ticking the related boxes on the right of the calendar view.