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Toast&Inc.&©&& &&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&Rev.&M2.0& & && & &
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TOAST!POS!MANAGER!GUIDE!FOR!RESTAURANTS!!
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TABLE!OF!CONTENTS!!
1.& PUBLISHING!CONFIGURATIONS!AND!CHANGES:!...........................................................................................................!4&2.& EMPLOYEE!MANAGEMENT:!..................................................................................................................................................!5&2.1.& CREATING&JOB&CATEGORIES&........................................................................................................................................................................&5&2.2.& ADDING&USERS&..............................................................................................................................................................................................&6&
3.& TAX/DISCOUNT/SALES!CATEGORY!SETUP!.....................................................................................................................!8&3.1.& TAX&RATES&.....................................................................................................................................................................................................&8&3.2.& DISCOUNTS&.....................................................................................................................................................................................................&9&3.3.& SALES&CATEGORIES&...................................................................................................................................................................................&10&3.4& PAYMENT&TYPES&.........................................................................................................................................................................................&10&
4.& KITCHEN/SERVICE!TIME!SETUP!.......................................................................................................................................!11&4.1.& KITCHEN&SETUP&.........................................................................................................................................................................................&19&4.2.& HOURS&/&SERVICES&.......................................................................................................................&ERROR!!BOOKMARK!NOT!DEFINED.&
5.& MENU!SETUP!............................................................................................................................................................................!13&6.& SERVICE!AREAS,!TABLES,!CASH!REGISTER,!AND!PRINTER!SETUP!........................................................................!18&A.& SERVICE&AREAS&AND&TABLES&SETUP&.........................................................................................................................................................&18&B.& PRINTER&SETUP&&&CASH®ISTER&SETUP&..............................................................................................................................................&19&
7.& REPORTS!...................................................................................................................................................................................!23&7.1.& SALES&REPORT&...........................................................................................................................................................................................&24&7.2.& LABOR&REPORT&..........................................................................................................................................................................................&24&7.3.& MENU&REPORT&...........................................................................................................................................................................................&24&
8.& TROUBLESHOOTING!.............................................................................................................................................................!24&9.& SUPPORT!...................................................................................................................................................................................!25&!
List!of!Figures!!Figure&1:&Publish&Config&......................................................................................................................................................................&4&Figure&2:&Configuration&Publication&Alerts&.................................................................................................................................&4&Figure&3:&Labor&Management&............................................................................................................................................................&5&Figure&4:&+&Add&Job&................................................................................................................................................................................&6&Figure&5:&+&Add&User&.............................................................................................................................................................................&6&Figure&6:&Invite&New&Users&................................................................................................................................................................&7&Figure&7:&Create&New&Users&...............................................................................................................................................................&7&Figure&8:&Quick&Add&Users&..................................................................................................................................................................&8&Figure&9:&Tax/Discount/Sales&Category&.......................................................................................................................................&8&Figure&10:&Tax&Rates&.............................................................................................................................................................................&9&Figure&11:&Creating&Discount&Categories&.....................................................................................................................................&9&Figure&12:&Creating&Sales&Category&.............................................................................................................................................&10&Figure&13:&Kitchen&and&Hours/Services&....................................................................................................................................&11&Figure&14:&Kitchen&Prep&Stations&and&Prep&Sequences&.......................................................................................................&20&Figure&15:&Hours&and&Services&Setup&.........................................................................................................................................&12&Figure&16:&Menu&Setup&......................................................................................................................................................................&13&Figure&17:&Menu&Setup&Subgroups&..............................................................................................................................................&14&Figure&18:&Subgroup&Properties&...................................................................................................................................................&15&Figure&19:&Menu&Items&......................................................................................................................................................................&16&
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Figure&20:&Menu&Item&Properties&.................................................................................................................................................&17&Figure&21:&Service&Areas,&Tables,&Registers,&and&Printers&.................................................................................................&18&Figure&22:&Dining&Room&Setup&......................................................................................................................................................&18&Figure&23:&Tables&Setup&....................................................................................................................................................................&19&Figure&24:&Sales,&Menu,&and&Labor&Reports&.............................................................................................................................&23&Figure&25:&Sample&Reporting&Options&........................................................................................................................................&24&Figure&26:&Recsync&Data&When&Troubleshooting&..................................................................................................................&25&!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Toast&Inc.&©&& &&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&Rev.&M2.0& & && & &
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1. Publishing,Configurations,and,Changes:,
&Figure!1:!Publish!Config!
&Whenever&changes&are&made&such&as&menu&edits,&the&changes&are¬&implemented&and&pushed&to&the&tablet&POS&until&the&changes&are&published.&&The&admin&can&navigate&to&the&Publish§ion&of&the&homepage&in&order&to&push&the&changes&to&all&devices.&&&&A&second&method&of&getting&to&the&publishing&config&page&is&through&active&messages&that&are&displayed&at&the&top&of&each&page&when&a&change&is&made.&&For&example,&when&the&user&updates&information®arding&the&manager&job&category,&a&link&appears&at&the&top&of&the&page&with&an&alert/reminder&for&the&user&to&publish&the&configuration&changes.&&&&There&are&certain¶meters&that&are&updated&immediately&including&salary&entries,&tax&rates,&and&restaurant&hours.&&With&these¶meters,&there&will¬&be&alerts/reminders&that&appear&at&the&top&of&the&page.&&&&&
&Figure!2:!Configuration!Publication!Alerts!
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2. Employee,Management:,
&Figure!3:!Labor!Management!
The&restaurant&admin&can&add&job&categories&and&individual&employees&to&the&account&through&the&LABOR!setup&area.!
2.1. Creating,Job,Categories,&The&admin&can&add&or&remove&any&job&categories.&&The&admin&can&also&select&whether&the&job&category&is&paid&hourly&or&based&on&a&salary.&&Job&categories&can&also&be&tagged&as&whether&the&position&includes&tip&compensation.&&If&the&restaurant&must&deal&with&employees&entering&cash&tips&at&the&end&of&the&shift,&then&use&the&Create!New!Job&option&to&appropriately&modify&employee&data.&&&Also¬ice&that&when&changes&are&saved,&there&is&an&alert&at&the&top&reminding&the&admin&to&publish&the&changes&now.&&&&
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&Figure!4:!+!Add!Job!
2.2. Adding,Users,&
&Figure!5:!+!Add!User!
Once&the&job&categories&are&created,&the&admin&can&then&add&individual&employees&to&the&account&and&assign&categories&accordingly.&&An&employee&can&also&be&assigned&multiple&job&categories.&&&A&server&may&also&work&as&a&cashier&on&some&shifts.&&The&admin&can&use&Invite!New!User,&which&will&allow&the&employee&to&log&in&and&enter&their&information&and&will&be&assigned&the&job&and&permissions&specified.&&&
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&Figure!6:!Invite!New!Users!
&Alternatively,&the&admin&can&use&Quick!Add!Users&or&Create!New!User!to&create&accounts&without&the&employee&having&to&sign&up&for&an&account.&&The&Create!New!User&option&will&allow&the&admin&to&assign&the&passcode&and&the&password&for&the&employee&(Figure&7).&&The&difference&with&the&quick&add&option&is&that&it&allows&the&admin&to&add&multiple&users&quickly&and&to&assign&passcodes,&but&the&password&will&be&generated&randomly&for&the&newly&added&employees&and&the&employees&must&access&their&accounts&using&the&“forgot&your&password”&link.&&&
&Figure!7:!Create!New!Users!
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&Figure!8:!Quick!Add!Users!
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3. Tax/Discount/Sales,Category,Setup,
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Figure!9:!Tax/Discount/Sales!Category!
3.1. Tax,Rates,&
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Tax&rates&can&be&customized&based&on&federal&and&state&level.&&In&the&example&in&Figure&10,&both&the&Federal&and&State&tax&are&set&as&default,&which&means&that&any&new&menus&that&are&added&will&include&those&two&taxes&for&all&new&menu&items.&&At&the&menu&item&level&the&admin&can&still&customize&the&tax&rates&for&individual&items.&&Once&any&of&the&tax&rates&are&updated,&the&rates&will&automatically&be&published&to&the&tablet&devices&with&the&updated&information.&&&&
&Figure!10:!Tax!Rates!
3.2. Discounts,&There&are&two&types&of&discounts:&standard&discounts&and&custom&discounts.&&The&standard&discounts&allow&the&servers&to&enter&the&dollar&or&percentage&amount.&&The&custom&discount&is&a&precset&discount&amount&(%&or&$)&that&can&be&created&for&certain&categories&such&as&military,&employee,&senior&citizens,&VIP,&etc.&&There&are&also&comp&discounts&as&well&that&allows&the&servers&to&comp&individual&items&or&the&entire&check.&&&In&the&example&in&Figure&11,&managers&must&execute&all&the&discounts.&&&&
&Figure!11:!Creating!Discount!Categories!
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3.3. Sales,Categories,&The&sales&categories&allow&the&admin&to&track&the&sales&of&certain&grouping&of&items.&&&For&example&in&Figure&12,&if&the&admin&wants&to&track&the&number&and&amount&of&hot&beverages&being&sold,&the&admin&can&create&the&category.&&Later&in&the&guide&there&will&be§ion&that&shows&how&menu&items&can&be&assigned&to&sales&categories.&&&
&Figure!12:!Creating!Sales!Category!
3.4 Payment,Types,Other&payment&types&can&also&be&set&up&such&as&Groupon,&LevelUp,&Gift&Cards,&and&other&potential&loyalty&programs.&
Toast&Inc.&©&& &&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&Rev.&M2.0& & && & &
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4. Kitchen/Service,Time,Setup,
&Figure!13:!Hours/Services!
&Hours&and&services&allow&the&admin&to&control&the&time&of&different&services&and&how&the×&change&throughout&the&week.&&In&the&example&below&the&restaurant&is&closed&on&Monday.&&The&schedule&stays&the&same&Tuesday&to&Thursday,&so&a&hours&of&operations&schedule&is&created&for&those&days.&&The&weekend&schedule&changes&slightly&(opens&1&hour&later&and&closes&1.&5&hours&later)&so&the&time&for&day&schedules&can&be&modified&accordingly.&&
Toast&Inc.&©&& &&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&Rev.&M2.0& & && & &
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&Figure!14:!Hours!and!Services!Setup!
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Toast&Inc.&©&& &&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&Rev.&M2.0& & && & &
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5. Menu,Setup,&
&Figure!15:!Menu!Setup!
There&are&quite&a&few&features&and&attributes&in&a&new&menu&setup.&&The&first&layer&is&the&menu.&&This&top&level&can&be÷d&by&the&major&groupings.&&For&example&the&first&layer&may&contain&an&entrée&menu,&appetizer&menu,&soup&menu,&dessert&menu,&and&a&drink&menu.&&&&Once&the&topclevel&menu&groups&are&set&up&multiple&layers&of&subgroups&can&be&created.&&In&this&case,&under&the&Main&menu,&there&are&multiple&subgroups&including&Sandwiches,&Beverages,&and&Burger&Bar.&&
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&Figure!16:!Menu!Setup!Subgroups!
&&&There&are&certain&properties&that&are&can&be&tied&to&subgroups&and&be&inherited&by&any&menu&item&that&is&part&of&the&subgroup.&&&For&example&the&sandwich&subgroup&could&be&assigned&to&the&Grill&prep&station&and&all&sandwiches&would&inherit&this&characteristic.&&Certain&discounting&or&reporting&criteria&could&be&set&up&to&be&universal&for&all&sandwiches.&&Earlier&in&the&guide&the&admin&created&sales&categories.&&Notice&in&Figure&18&under&Reporting,&the&admin&can&set&the&Sales&Category&to&track&sales&of&certain&items.&&&&
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&Figure!17:!Subgroup!Properties!
&The&admin&can&drill&down&another&layer&to&get&to&the&menu&items&page.&&Under&the&subgroup&sandwiches&we&see&that&there&are&multiple&menu&items&with&prices&attached&accordingly.&&The&admin&could&delete&and&add&more&items&very&easily&through&this&screen&(Figure&19).&&The&admin&can&also&change&the&color&of&the&background&for&the&button&on&the&tablet&POS&screen.&&&The&same&options&available&to&menu&groups&are&also&available&for&subgroups,&making&the&menu&very&customizable.&&&&&
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&Figure!18:!Menu!Items!
In&this&example,&the&last&layer&is&the&menu&item.&&For&this&demo&assume&the&admin&selects&Hot&Dog.&&The&web&interface&allows&the&admin&to&customize&the&desired&results&for&this&particular&item.&&The&admin&could&select&specific&attributes&that&are&different&from&the&inherited&attributes&from&Sandwiches.&&The&admin&could&also&set&pricing&based&on&size&or&menucspecific&pricing&(lunch&or&dinner&specific&pricing).&&Modifiers&can&also&be&created&for&a&particular&item.&&The&admin&could&add&options&such&as&ketchup,&mustard,&onions,&and&chili&as&modifiers&and&attach&extra&cost&to&the&modifiers&if&desired.&&
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&Figure!19:!Menu!Item!Properties!
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6. Service,Areas,,Tables,,Kitchens,,Cash,Register,,and,Printer,Setup,&&
&Figure!20:!Service!Areas,!Tables,!Registers,!and!Printers!
6.1. ,Service,Areas,and,Tables,Setup,&The&admin&can&create&dining&areas&within&the&Service&Area&setup&screen.&&&If&there&are&multiple&dining&areas&within&a&restaurant,&the&admin&can&name&the&areas&accordingly.&&For&example&a&restaurant&may&have&outside&seating,&bar&seating,&and&a&special&reservation&area.&&&&
&Figure!21:!Dining!Room!Setup!
Figure&23&shows&a&sample&dining&room&setup&with&different&table&sizes.&&The&table&labels&can&also&be&customized.&&&&& &
Toast&Inc.&©&& &&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&Rev.&M2.0& & && & &
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&Figure!22:!Tables!Setup!
6.2 ,Kitchen,Setup,&There&are&two&features&within&Kitchen&setup:&prep&stations&and&prep&sequence.&&Prep&stations&are&used&to&create&kitchen&ticket&display&screens.&&For&example&if&there&is&a&kitchen§ion&that&only&makes&salad,&a&salad&station&can&be&created.&&All&salad&items&on&the&menu&can&then&be&assigned&to&the&salad&station.&&Every&time&a&salad&is&ordered,&it&will&appear&on&screens&that&are&set&up&to&show&salads&orders.&&The&other&feature&is&the&prep&sequence&setup.&&The&prep&sequences&allow&the&customer&orders&to&be&grouped&into&courses.&&For&example&a&typical&meal&cycle&might&consist&of&drinks,&appetizers,&entrees,&and&then&dessert.&&By&creating&the&prep&station&sequences,&the&kitchen&staff&and&the&waiter&can&be&in&sync&during&the&serving&process.&&Another&example&is&if&a&customer&wants&the&appetizer&to&come&out&with&the&entrees&or&the&desserts,&the&wait&staff&can&set&the&appetizer&to&the&entrée&or&dessert&course&to&let&the&chef&know&when&to&start&preparing&the&appetizer.&&
Toast&Inc.&©&& &&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&Rev.&M2.0& & && & &
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&Figure!23:!Kitchen!Prep!Stations!and!Prep!Sequences!
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6.3 ,Printer,Setup,&,Cash,Register,Setup,&Two&Epson&printers&are¤tly&compatible&with&Toast&POS&systems:&the&Epson&TMcT88V&and&the&TMcU200B.&&Both&printers&utilized&the&Ethernet&connection&for&wireless&printing&capabilities&and&can&also&be&attached&and&easily&integrated&to&a&RJ11&cash®ister.&&&&Steps&to&connect&the&printers&&&
1. Download&Epson&Net&Config&Utility&for&Mac&or&Windows.&&The&software&package&works&for&both&the&TMcT88V&and&the&h&the&TMcU200B.&&&&
2. Connect&factory&printer&to&the&router&via&the&Ethernet&port&(to&Factory&Reset,&push&the&reset&button&and&power&up&the&device&at&the&same&time&–&the&default&IP&is&192.168.192.168)&
3. Power&up&the&Epson&Net&Utility&and&click&on&Refresh&to&search&for&the&Epson&printer&(it&could&take&a&few&minutes&for&the&program&to&find&the&printer)&
4. Once&the&printer&is&found,&the&status&will&be&grey&until&the&right&IP&address&is&entered&through&the&TCP/IP&Basic&option&(Figure&25).&&When&the&printer&is&connected&with&the&correct&IP&that&follows&the&range&of&the&router&IP&addresses.&&For&most&routers&the&automatic&IP&range&is&between&1&to&200.&&Set&the&router&IP&to&be&after&200.&
5. Once&the&printer&IP&is&set&up,&it&can&be&added&via&the&POS&app&in&the&tablets&and&used&for&printing.&&The&cash®ister&can&be&directly&connected&with&no&other&set&up&required.&
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&Figure!24:!Searching!for!printer!using!EpsonNet!Config!
&Figure!25:!Epson!printer!setup:!IP!address!
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&Figure!26:!Completed!printer!set!up!
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&Figure!27:!!Sample!of!IP!address!for!test!printers!
&6. Click&on&the&printer&and&set&the&IP&address&via&Wireless&tab?&By&setting&the&IP&address&(want&to&use&
the&200&ranges&to&avoid&interfering&with&other&devices&on&the&network.&&&7. Using&this&IP&address&for&the&android&tablets&to&setup&the&printers&by&first&clicking&on&the&+!Add!
Printer!through&the&Toast&web&app&or&android&app&setup&home&page&through&printer&configuration&(Figure&28).&&&Make&sure&the&right&model,&paper&width,&and&whether&a&cash&drawer&is&attached&is&selected.&
8. Once&the&printer&is&added,&use&Device&Setup&to&set&the&printer&and&cash&drawer&to&a&particular&device.&&&
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&Figure!28:!Add!printer!example!screenshot!
7. Reports,
&Figure!29:!Sales,!Menu,!and!Labor!Reports!
&The&3&main&reports&are&sales&report,&labor&report,&and&menu&report.&&The&data&can&also&be&customized&based&on&what&the&admin&requests.&&For&example,&in&Figure&25&there&are&optional&views&that&can&be&selected&for&a&certain&period&of&time&based&on&days,&months,&or&since&the&beginning.&&&&&
Toast&Inc.&©&& &&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&Rev.&M2.0& & && & &
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&Figure!30:!Sample!Reporting!Options!
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7.1. ,Sales,Report,&The&sales&report&includes&data&on&subtotal,&tax,&tips,&and&refunds.&&This&report&also&breaks&down&data&based&on&sales&categories,&tax&categories,&and&discount&categories.&&If&service&hours&are&set&up&(brunch,&dinner&etc)&then&the&report&will&also&provide&the&data&for&sales&during&the&different&service&hours.&&If&the&admin&wants&to&see&a&breakdown&of&cash&and&credit&card&payments,&the&sales&report&will&also&provide&that.&&&The&admin&can&further&drill&down&to&the&order&details&and&payment&detail&reports.&&&&&&&&
7.2. ,Labor,Report,&The&employee&report&shows&the&transactions&of&each&individual&employee&including®ular&hours,&overtime,&hourly&rate,&and&total&labor&cost&based&on&both&the®ular&pay&and&the&overtime&pay.&&The&report&also&shows&the&performance&for&the&wait&staff&including&#&of&orders,&#&of&guests,&gratuity,&and&declared&tips.&&The&admin&can&drill&further&down&and&see&summary&through&the&“Time&Entries”&report&and&“Employee&productivity&report”.&&&
7.3. ,Menu,Report,,&The&menus&report&is&straightforward&once&the&report&is&displayed.&&The&report&can&be&broken&down&by&&groups/subgroups&and&items.&&&There&are&also&group&and&item&detail&reports&that&show&only&items&that&have&been&ordered&based&on&the&timeline&selected.&
8. Troubleshooting,&In&rare&cases&the&user&may&see&the&Toast&application&stop&due&to&connection&or&system&issues.&&Most&of&the&time&the&user&should&be&able&to&tap&ok&and&reclogin&to&the&Toast&application.&&An&example&of&the&screen&is&shown&on&the&right&in&Figure&26.&&If&the&user&sees&repeated&issue,&the&RecSync&button&can&be&used&in&the&login&screen&to&make&sure&the&tablets&are&synced&with&the&cloud&with®ards&to&data&the&restaurant&needs.&&Figure&26&shows&the&location&of&the&ReSync!Data&button.&&
Toast&Inc.&©&& &&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&Rev.&M2.0& & && & &
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&&&&&&&& &Figure!31:!Rebsync!Data!When!Troubleshooting!
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9. Support,&Contact&Toast&support&at&[email protected]&or&call&617c682c0225.&&&&&&
