This technical documentation offers a comprehensive, step-by-step manual for the DinePlan POS application.
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DINEPLAN
Dineplan POS (Point of Sale) is a restaurant management and POS system designed to streamline various aspects of restaurant operations. It includes features such as order management, table management, inventory tracking, employee management, and reporting.
STARTING OF POS
1.1 Make sure the POS main switch is on. Screen will light up at bottom right (Red light)
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1.4 POS will start, login as per given PIN
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START WORK DAY ON POS
2.1 Select “WORK DAY”. (Note: select home icon to get to this screen)
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Refer to the form on the next pagepag
OUTLET OPENING CASH COUNT REPORT (FINANCE 001)
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the bottom to revert to previous screen - indoor dine in [2.10]).
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END WORKSHIFT
3.1 Select “WORK DAY”. (Note: select home icon to get to this screen)
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Refer to the form on the next page
DAILY SALES SUMMARY REPORT (FINANCE 002)
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Steps
· Generate ENDWORKSHIFT REPORT from POS
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· Cashier to pass safe box and cash sales pouch to Experience Manager
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END WORKDAY
4.1 (Note: To End Work Shift [3.2] first before End Workday)
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Refer to the form on the next page
DAILY SALES SUMMARY REPORT (FINANCE 002)
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Steps
· Generate ENDWORKSHIFT REPORT from POS
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· Experience Manager to verify Credit Card Settlement Report and sign off at the bottom of
END WORKDAY REPORT & DAILY SALES SUMMARY REPORT (FINANCE 002).
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Steps
· Cashier to fill up Page 2 of DAILY SALES SUMMARY REPORT where applicable
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· Experience Manager to verify and sign off
ORDERING ON POS
Normal Ordering
5.1.1 To order, select Dine in or Takeaway (2.9), then select respective table
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5.1.6 Once order is sent to the kitchen. Table will be turn ORANGE on POS
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Open Item Ordering
5.2.1 Any Open Food or Open Beverage (Can only be done by Experience Manager on POS. Cashier to
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5.2.13 Login screen will appear, Cashier to key in own PIN to login
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Serve Later Ordering
5.3.1 To order, select Dine in or Takeaway (2.9), then select respective table
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5.3.6 (1) Status will change to “NEW” (2) Select “CLOSE” to fire order to kitchen
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PAYMENT ON POS
6.1 To print bill for customer: (1) select the “Table” (2) “PRINT BILL”
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6.3 Once bill is confirmed, select paying table
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For payment in full
6.4.1 Select “PAY”
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Refer to Policy No: OFG002 (Page 4)
Steps - Cash
· 1st print bill receipt for verification to be thrown away once payment is done
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bill sleeve, 1 to be put into designated pigeon hole)
Steps - Credit Card
· 1st print bill receipt for verification to be thrown away once payment is done
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passed to ambassador for customer to sign)
To go back to POS page
6.5.1 To go back to order page: (1) Select “C”
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6.5.3 Order page will appear
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For payment by item
6.6.1 Individual item
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6.6.8 To pay for balance items repeat steps (6.4.3)
For similar item
6.7.1 (1) Select “item” (2) select “(-)” [item will show (1)] (3) select “SETTLE”
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(1) select “All” (2) select payment mode
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For spilt bill payment
6.8.1 Select “Spilt Ticket”
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6.8.12 Repeat steps 6.8.6 for remaining bill payments
MERGE BILL
7.1 To merge bill: Select origin table (i.e., from which table)
(e.g., merge table 3 and 2, by moving items from 3 to 2)
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7.5 (1) Merge bill will appear (2) select “CLOSE”
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MOVE ITEM/TABLE
8.1 (1) Select item (2) select “MOVE
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8.2 (1) Select “CHANGE TABLE” (2) select destination table to move to
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REFUND ON POS
REMINDER:
For any refunds, to seek approval from any 1 of the HOD first via Whatsapp
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Refer to the form on the next page
REFUND REQUEST FORM (FINANCE 004)
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*NOTE: Refund to resolve within the same day or by the next working day*
*For any refunds, to seek approval from anyone of the HOD in group chat*
Steps
· To request refund either via Group Whatsapp or Email Channel
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· Refund Request Form to be passed to HQ
DAILY SALES SUMMARY REPORT (FINANCE 002)
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Steps
· Experience Manager to fill up Page 2 of DAILY SALES SUMMARY REPORT
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bill have been attached and tick checkbox “Report” to indicate 2 “Refund Request Forms”
have been attached
VOID ON POS
(Before kitchen cooks)
10.1 Customer cancel order/change order
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10.4 (1) Order will be voided (2) Select “CLOSE”
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REMINDER:
To write the reason on the bill
To attach bill on “DAILY SALES SUMMARY REPORT (FINANCE 002)”
Refer to the form on the next page
DAILY SALES SUMMARY REPORT (FINANCE 002)
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Steps
· Cashier to fill up Page 2 of DAILY SALES SUMMARY REPORT
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· Experience Manager to verify and sign off
WASTAGE/COMP ON POS
(After kitchen cooks, and it cannot be reversed)
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DAILY SALES SUMMARY REPORT (FINANCE 002)
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Steps
· Cashier to fill up Page 2 of DAILY SALES SUMMARY REPORT
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WASTAGE REPORT (FINANCE 006)
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Steps
· Cashier to fill up WASTAGE REPORT
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· Experience Manager to verify and sign off on weekly basis before passing documents to HQ
GIFT ON POS
12.1 Customer complain about food/beverage/service
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12.4 (1) GIFT will be applied (2) select “CLOSE”
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REMINDER:
To write the reason on the bill
To attach bill on “DAILY SALES SUMMARY REPORT (FINANCE 002)”
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Refer to the form on the next page
DAILY SALES SUMMARY REPORT (FINANCE 002)
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Steps
· Cashier to fill up Page 2 of DAILY SALES SUMMARY REPORT
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Report have been attached
INCIDENT REPORT (EXPERIENCE 001)
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APPLY VOUCHER ON POS
For internal voucher promotion
13.1.1 (1) Select “PAY” (2) select “Item” (3) select “All” (4) select “Voucher”
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13.1.4 (1) Voucher will be applied (2) select “CLOSE”
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For Tenant voucher
13.2.1 (1) Select “PAY” (2) select “All” (3) select “Vouchers”
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13.2.4 (1) Voucher will be applied (2) select “All” (3) select payment method
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APPLYING DISCOUNT ON POS
14.1.1 Applying % Discount: (1) select amount (2) select “Discount %”
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Refer to the form on the next page
DAILY SALES SUMMARY REPORT (FINANCE 002)
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Steps
· Cashier to fill up Page 2 of DAILY SALES SUMMARY REPORT
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Report have been attached
INCIDENT REPORT (EXPERIENCE 001)
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SOLD OUT ITEM
15.1 At POS home screen, select “FRONT DESK”
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15.7 At ordering page, item cannot be selected (button will be light blue
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CHANGE PAYMENT METHOD FOR CLOSE BILL
16.1 Select “TICKETS”
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16.7 Payment method will change from VISA to MASTER
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SYNC DATA
17.1 Select “TICKETS”
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17.4 (1) Once finish processing (2) select “OK”
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REBOOT SOFTWARE
18.1 (1) On POS screen, swipe finger Left to Right (2) select “X” at top right corner to close
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18.4 If POS is still down call POS Support for assistance @ 9858 8841
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CREDIT CARD TERMINAL
19.1 Terminal Layout
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19.3 OCBC App Homepage
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Capturing Sales
19.4.1 (1) select “SALE” (2) select sales amount (3) select “OK”
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19.4.4 Once successful, a confirmation screen will appear, receipt for merchant copy & customer copy will be printed
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Reprint credit card receipt
19.5.1 At home screen (1) select “REPRINT MENU” (2) select “LAST RECEIPT” or “ANY RECEIPT”
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19.5.4 Pop up screen will appear to select respective option to reprint
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To avoid receipt before settlement
19.6.1 At home screen (1) select “VOID”
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19.6.5 Once successful, a confirmation screen will appear, receipt for merchant copy & customer
copy will be printed
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To print detail report for change shift
19.7.1 At home screen (1) select “SETTLEMENT” (2) select “PROCEED”
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19.7.2 (3) select “Detail Report” (4) Detail Report will be printed
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To do settlement for the day
19.8 At home screen (1) select “SETTLEMENT” (2) select “SETTLE ALL” (3) Settlement slip will be
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