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General InformationPlease 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) 232-2370Sentry Safety Solutions (312) 523-2019

General InfoIf 1 of your client machines has a different time than the server, the server will change the client time to matchThis is important since all reports are time stamped and datedOnce the Aldelo software is registered, you have 10 days to activate itIf you ever want to delete an option, simply check the hide button and saveDiscountsGo to: back office, setup, general settings, discountsDiscount ID (this is the ID the software assigns to the account)This screen will allow you to:Name the discountAssign the amount of the discountBasis on which the discount will be usedExpiration dateMinimum ticket amount for discount to be appliedDiscount group definitionHide discount when you are not applying it anymoreApplying DiscountsFrom the Order Entry screenDiscountsDiscount order: applies to any item that does not have a discount appliedDiscount item: applies to selected itemCash discount: specify the amount manuallyYou are allowed to have a cash and order discount on the same checkClick on the discount type you plan to useDoneApplying CreditsFrom Order Entry screen click CreditChoose the search method for customerPhone, Account Code, or Customer NameProvide the information for the customerChoose the credit to apply to the orderIf credit is not entirely used, balance will be kept for later useClick DoneDine In Table GroupsGo to: back office, setup, table setup, dine in table groupsTable Group #: specify name of table groupAdd: add new table group if one hasnt been specified for this #Edit: edit table group thats been createdDelete: after tables have been assigned to another group, target group can be deletedTable Group EditorThis screen allows you to edit a table group you have already createdGo to: back office, setup, table setup, dine in table groups, editTable group name: specifies the name of the groupGroup 1 name: specify the name of the 1st group that tips will be shared with HostessDine in TablesAllows you to create, edit, assign, and arrange tables in each of the table groups definedGo to: back office, setup, table setup, dine in tables

Dine in Table EditorEnables you to create and edit specific properties of a tableGo to: back office, setup, table setup, dine in tables, table

Job Titles & EmployeesGo to: back office, setup, employee setup, job titlesThis allows you to create and define employee job titles and security levels

Menu CategoriesGo to: back office, setup, menu setup, menu categoriesUsed only for reporting purposesHas nothing to do with the visual display of then menu in the Order Entry screenEach 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 soldSales By Category ReportMenu GroupsAssign menu items to menu groups to make them available on the operating screenGo to: back office, setup, menu setup, menu groupsMenu ItemsGo to: back office, setup, menu setup, menu itemsAllows you to edit the menu items available in your restaurantOnce you have entered the menu item into the system, use the menu item editor to explore more detailed optionsGo to: back office, setup, menu items, (select any menu group and any menu item)Clocking InIf you are an hourly employee, you may not be able to clock in until your scheduled timeThis function can be disabled by checking the option Schedule not enforced in the employee files under the Payroll tabYou 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 minutesHighlight it and click edit to change the value of the settingIf you dont want to pay the employee for grace minutes, go to advanced settings and select Time card clock roundingClocking InClick on Time Card button on main POS screenEnter access codeClick on Clock In buttonIf employee has multiple jobs, they will be prompted to clarify what job they will be working2 requirements to enable multiple jobs:Employee must have 2 separate employee files with the exact same information except the job title and pay rateGo to: store settings, staff/CRM, and check the option called Employee with Multi Job SelectionView ScheduleClick on Time Card button on main POS screenEnter access codeClick on View Schedule buttonEnter any date you wish to seeEither print the report on receipt printer or click ok to exit the screen

Earnings ReportClick on Time Card button on main POS screenEnter access codeClick Earning Report button to bring up information from current pay periodEither print the report on the receipt printer or click ok to exit the screenStaff BankStaff bank is used when the employee will be taking care of their own money and a cash drawer will not be assigned to themPersonal cash drawer w/o a physical cash drawerMoney pouches are usedEmployee cannot be a cashierOnly 1 can be used at a timeStaff Bank ContinuedGo to: store settings, revenue, cashierEnable staff banking needs to be checkedGo to: back office, setup, employee setup, employee files, (select any employee), payrollEnable use staff bank for every employee that will be using itStart 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

Staff Bank ContinuedStart amount can be provided by either the restaurant or the employeeYou may also have the staff bank start automatically with the Auto Start Staff Bank When Clock In featureThis will always start the staff bank with $0.00

Cashier InBefore taking payments from customers, you need to tell the system you have a cash tray available to receive moneyFeatures like gift certificate, pay out, refund, and settlement are exclusive to cash drawers

Creating A Cash DrawerGo to: Back office, setup, general settings, cash traysEnter the name of the cash trayName is only used for reference and does not show up when cashing in or outClick saveClock In, Then Cashier InOn main POS screen press Cashier In buttonEnter access codeClick on the cash tray you wish to assign yourselfEnter your currencyClick finishClick yes or noYou will now have full functionality

Closing The Cash DrawerClick Cashier OutSelect cash tray that you are signing outAdjust Gratuity screen (optional)Gratuities from all orders can be adjusted by highlighting each orderAfter 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 screenVerify all checks and charges and check them off along with the cash in the drawer and any manager cash out receiptsClick Finish Note any discrepancyAcceptClocking OutClick on time card button on main POS screenEnter access codeClick on clock out button

Cashier Settle OperationsTo settle an order using the Settle button in the main POS screen:Click settleAccess codeChoose the order you wish to settle and select payment optionIssuing Gift CardsOn main POS screen click Gift Certificate buttonAccess codeSwipe gift card through MSR reader while in MSR Card fieldEnter acct num of card or certificateEnter expiration dateEnter issued to and presented by fieldEnter amount card will be worthSelect payment typeEnter amount receivedClick finish

Recharging Gift CardsOn main POS screen click Gift Certificate buttonAccess codeRechargeSelect search optionSelect yes or noSwipe or enter the information of the gift card or certificateProcess card as if it is a new transaction to add amount charged to the existing gift card or certificateRefundsFrom main POS screen touch RefundAccess codeEnter the order number that refund applies toEnter refund amount, reason, and methodFinishVoidOn main POS screen press VoidAccess codeSelect the order that needs to be voided or enter order number in Quick Search fieldEnter void reasonIf you use the same reason over and over create quick void reasons in back office, store settings, order entryChoose yes/noChoose waste or no wasteWaste will deplete inventory due to item being thrown awayNo waste will not deplete inventory if item was not madeRecall OrdersFrom main POS screen press RecallAccess codeSelect the order typeClick the order you wish to recallSelect the option you desireSplitting an OrderOn the order entry screen select: Split ChecksEnter number of additional checksSelect the check you would like to work with in the top right corner of the screenClick the items you wish to add to this checkClick on the Guest button and enter the number of guest for this checkRepeat until all assigned items are split off of the main checkFinishPrint checksCombine OrdersFrom Order Entry screen press: CombineSelect the order you wish to combine with the original orderAcceptDone

Adding Customer NameFrom Order Entry Screen:Customer NameEnter the name and any necessary informationFinishChanging the Number of Guest on the CheckFrom Order Entry screen:GuestEnter number of guestEnterDone

Changing Table NumberFrom Order Entry screenTableSelect the table you wish to move the check toDone

Recall Another Check on the Same TableFrom Order Entry screen:ChecksYou can also create a new check for this table as well as print 1 or all of the checksHighlight the check you want to changeEditYou have the option of looking at the checksDoneManagers & OwnersModifier Builder Template SetupGo to: back office, setup, menu setup, modifier builder template setupUse this screen to create templates of modifiers to assign to menu itemsNo limit to the number of modifiers templates that can be created with each custom categoryGo to: back office, setup, modifier builder template setup, template nameEdit the number of modifiers i.e. sides that are allowed to be made before the user is not allowed to select any more modifiersModifier Builder EditorThis screen allows you to edit the modifier you selected on the template while editing the templateGo to: back office, setup, menu setup, modifier builder template setup, template, modifierYou can also edit and arrange your menu groupsGo to: back office, setup, menu setup, menu groups, (select any menu group)Manual ModifiersFrom Modifiers screen:Manual EntryHighlight the menu item you want to make a modifier forType the name of the modifier in the modifier name fieldFill in additional cost of the modifierClick addfinishForced ModifiersIn order to use the Forced Modifier system, they need to be setup in the Back Office:SetupMenu SetupForced ModifiersAfter modifiers are setup return to the Order Entry screenSelect menu itemSelect modifier from 1st level popupThis will continue until there are no more levels or when the 7th level has been reachedYou may also disable the finish button from the back office:Store settingsProductsModifiersDisable FinishModifier Builder TemplateProvides maximum flexibilityTemplate can be assigned to more than 1 menu itemFrom Back Office:SetupMenu setupModifier Builder Templates

Modifier Builder Template ContinuedClick menu item that has a modifier builder template assigned to itClick the group you want to work with for this menu itemSelect 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

Menu Recipe EditorThis allows you to configure your menu item recipe so that your estimated inventory usage can be reviewed according to sales activitiesGo to: back office, setup, inventory setup, menu recipe editor

Manager Cash OutPayoutAccess codeManager cash outEnter the amount removedThis will print out 2 receipts & will have space for the managers signaturePlace 1 receipt with money removed and 1 with the cash drawerBe sure to include the cash out receipt as part of the drawer amount at the end of the night

Editing Time CardsWhen 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 screenThese steps assume an employee has clocked in and out at least once

Editing Time CardsClick 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.

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 openThis will allow you to make changes to the orderThis is a manager only function and should be protected from normal employees.Reverting or Re-Opening an OrderClick on Recall in the Main POS screen & enter your access code

Click Open Order. This will change the button to All Order which will show orders that have been settled. By default closed orders are not shown

Click the order you wish to revert to bring up the Recalled Order screen

Click the Re-Open Check button. This will prompt for a managers access codea. The security for this is called Access Daily Closing Report and it located in Back Office > Security Settings

Reverting or Re-Opening an OrderEnter a manager access code, This will prompt you to confirm that you would like to re-open the check

Click Yes to confirm the check was re-opened.

You will now see that the check is able to be edited and has a Partial Payment status set

The Partial Payment status is because the payment is still applied to the order but it is no longer closed You are now able to treat this order like a normal order. If you need to change the amount paid, you will first need to remove the current payment from the order. Do this by clicking on the Red button next to the payment.

Reverting or Re-Opening a Cash Drawer If you have closed a cash drawer and need to make adjustments to it, you can revert the cash drawer back to an open statusYou will only be able to revert cash drawers that are less than 2 days oldIf it is 3 days old, you will not be able to revert it for any reasonReverting or Re-Opening a Cash DrawerClick on Operations in the Main POS screen

Enter your access code. This will bring up the Operations Center screen.

Click on Revenue Center. This will bring up the Revenue Center screen.

Click on the Re-Open Cashier button. This will prompt to confirm the revert operation.

Click Yes. This will bring up a screen allowing you to select the bank you wish to re-open.

Click on the bank you wish to re-open. This will prompt to confirm the operation. Make sure you have the correct bank by referring to the Liability # on the buttons. Cross reference this by using the Bank Liability option in Revenue Center.

Click Yes to confirm the operationInventory GroupsAllows you to maintain a list of the inventory groups for grouping inventory into logical sectionsAllows you to assign inventory items to the inventory groups so that you can review your inventory items in a more organized manner instead of seeing all inventory items listed randomlyGo to: back office, inventory setup, inventory groupsInventory LocationsEnables you to maintain a list of your inventory locations for grouping your inventory into logical areasGo to: back office, setup, inventory setup, inventory locationsInventory VendorPurpose of this screen is to allow you to keep a list of your inventory vendorsVendors can be linked to the inventory itemShows who the preferred vendor for that particular item is

Inventory ItemsGo to: back office, setup, inventory setup, inventory itemsThis screen allows you to maintain a list of the inventory items that the restaurant buys or usesItems defined in this dialog window will be used in the menu recipe definitionInventoryPurchase Order #: the number assigned to this purchase order. If it is a new purchase order, it will say new until the purchase order has been savedAccount #: the account number for this supplier. This will show in the list when you are reviewing your purchase ordersVendor Name: field allows you to enter the name of the vendor that these item(s) are coming fromPurchase Order Date: This field allows you to enter the date that the items were ordered. InventoryInventory Item Name: allows you to enter the name of the inventory item. This field will attempt to guess what item you are trying to enter while you typeQuantity Ordered: allows you to enter the quantity that was orderedPrice Per Quantity: allows you to enter the price per quantity of the ordered items. Review A Purchase OrderAfter youve created a purchase order:Click Review Purchase Order. This will bring up the Purchase Order Selection screenSelect the purchase order that you want to review by clicking on the name of the purchase order and clicking ReviewIf you want to delete the purchase order than select the name of the purchase order that you want to delete and click DeleteOnce in the purchase order screen, you can edit this like you normally wouldReceive Inventory ItemsThis feature allows you to receive inventory items that you will get from your vendors

Will record your inventory items that you're receiving from your vendor

Will calculate your inventory items quantity on hand along with the cost per quantity Receive Inventory ItemsClick on the Receive Items buttonSelect the date range with the Earliest PO Date and Received Date fieldsSelect the purchase order that you want to receive in the drop down list at the top of the screenReview the items for this purchase order. If all information is correct, you can click FinishIf the information for any item is incorrect or still needs to be filled in, click Edit after you highlight the itemIf you need to add an item that is not on this list for this purchase order, click AddIf you need to remove an item from this purchase order, highlight the item and click RemoveOnce the list is complete and correct, click FinishPhysical Inventory CountUsed to record actual inventory on handOnce inventory is already entered in the system:Click on Physical Inventory CountHighlight the inventory item that you will enter a new quantity forEnter the new quantity that is on hand in the New Qty field.This is the total qty you have on hand, not how much you are addingClick the Record button once you are done entering the numbers inPhysical Inventory Count If you have already scanned all of your inventory items on a scanning device, export that info into a text file on your computerYou can then click the Inv. Download button and choose that text file with all the scanned inventory itemsClick the Download button to import the file to the software and show the actual physical inventory Setting Inventory DepletionOnce the menu recipe is complete:Back officeProductsInventoryCheck box next to inventory depletionBacking Up The DatabaseBacking up the database allows you to make backup copies of your database in the case that your real database becomes corrupted or unusableYou can only backup the database at the computer that has the database locally stored on the computerTo back up the database go to the Back Office and click on the Backup Database buttonSelect the folder where the database will be storedWe have provided a backup folder for your use in the Aldelo for Restaurants folder during setupAfter you have selected the folder for the backup, click the Backup buttonAfter the backup is complete then you will get a confirmation window confirming that the back up has been completed. The database, the adResSettings.dat and the asResHostess.dat file will be backed up. Keep these files safe and always keep a second location for the backup just in case your primary backup is damaged. Backing Up The DatabaseYou can also use the Windows built in backup software to schedule automated backup times so that you can snapshot your database at certain time intervals, or simply automate the once a day back up all together.

This can also be done through Aldelo for Restaurants in Station Settings > General. The only thing to keep in mind is the other stations must not be running Aldelo for Restaurants when a backup is performed. Exporting DataAllows you to export data to transfer to another blank database or into an existing databaseTo export the data, select the data you would like to export and click ExportIf you want to export the entire database, select Export Entire DatabaseThis will create a text file containing all the data you have chosen to exportThis data is in a proprietary format and cannot be edited. The exported file will be saved in the Export folder contained in the C:\Documents and Settings\All Users\Application Data\Aldelo Systems\Aldelo Data\Aldelo For Restaurants\Export directory Importing DataThis feature allows you to import data that was exported from another Aldelo for Restaurants databaseIf you try and import into a database that has existing data, it will hide the information that could not be imported inSimply create a new item and pick the menu items that have been hidden to bring them backClick ImportLocate the export file and click Open Importing New Resource DatabaseThis allows you to import a new language database created in the Aldelo Localization UtilityThe name of the language database should be adRes.impThis file contains all the strings for the software allowing you to change them and customize your softwareRefer to the Aldelo Localization manual for more information on how to create new language databases Exporting ReportsAldelo for Restaurants allows you to export all of the built-in reportsOnce you are inside the report, Click the Export buttonYou will then get a confirmation window confirming that the report has been saved to an .xls file in the programs directory under the Export folderYou can use Microsoft Excel to view the exported file Running A Closing ReportGives you a report of all sales and other important closing information for the report dayGo to: Operations, Revenue Center, Closing ReportChoose whether or not to print Access Denied LogsPrint after you are done reviewing the reportYou can run this as often as needed throughout the day to figure out sales totals for the dayPart 2Bar Operations With Aldelo Liquor Controller ServerSetupAfter installing and activating the software, connect the liquor dispensing system to the computer using a serial cableCommunications between Aldelo for Restaurants and the Aldelo LCS is accomplished through TCP/IPGo to:Aldelo For RestaurantsBack OfficeSetupGeneral SettingsStation SettingsOther OptionsExtra SettingsScroll down to LCS IP AddressDouble click and enter the IP address of the computer where the Aldelo LCS software and liquor dispensing system is installedSetup ContinuedYou must configure the communication settings when you launch Aldelo LCS for the first timePlease adjust settings to:COM Type: Berg GenericCOM Port: 1Baud Rate: 9600Word Length: 8Parity: NoneStop Bits: 1Save changes and closeSetup ContinuedOnce you have selected and saved your settings, you will be prompted to enter the path to the Aldelo For Restaurants databasePoint the software to your live databaseIf you are not sure where the database is located, you can find the location in the Back Office of Aldelo For RestaurantsLocation is labeled Data SourceAfter the database is selected, the software starts and the main interface appearsMenu RecipesThis is where all menu items in the Aldelo For Restaurants database are displayed1st level in the tree are Menu GroupsMenu items marked as Bar Drink Items appear below their assigned groupItems that have no recipe defined appear in redAfter defining a recipe, the color changes to blackThis feature helps track menu items that are still undefinedMenu Recipes ContinuedTo add a recipe to a particular menu item, highlight the menu item or modifier in the listLook at the drink items affiliated with the drink appear in the display screenYou may add more to the recipe or close out of the screenLiquor SetupBefore adding items to menu recipes, you must define the liquor items by assigning each portion size a Price Look-up (PLU) numberThese liquor quantity combinations must be setup under the Liquor Setup tab before configuring the Aldelo LCSLiquor FamiliesEach Liquor must be categorized into its respective familyYou may add as many as you like by simply clicking AddLiquor ItemSpecify the liquor brand name with its associated familyLiquor QuantitiesThis is where you enter the portion size in ounces along with the PLU number for each portion sizeMake sure to check the box next to Post Check to ensure inventory accuracyDispense TrackingWhen an item is ordered in Aldelo For Restaurants, it appears in the Dispense Tracking section where it remains until the allocated portion size and brand are poured

Client ConnectionsIP address should appear in both sectionsThis enables you to ensure the LCS and restaurant software are communicating properly