UserGuide
- Hashmato Team
This technical documentation offers a comprehensive, step-by-step manual for the DinePlan POS application.
- 1 DINEPLAN
- 2 STARTING OF POS
- 3 START WORK DAY ON POS
- 4 END WORKSHIFT
- 5 END WORKDAY
- 6 ORDERING ON POS
- 7 PAYMENT ON POS
- 8 MERGE BILL
- 9 MOVE ITEM/TABLE
- 10 REFUND ON POS
- 11 VOID ON POS
- 12 WASTAGE/COMP ON POS
- 13 GIFT ON POS
- 14 APPLY VOUCHER ON POS
- 15 APPLYING DISCOUNT ON POS
- 16 SOLD OUT ITEM
- 17 CHANGE PAYMENT METHOD FOR CLOSE BILL
- 18 SYNC DATA
- 19 REBOOT SOFTWARE
- 20 CREDIT CARD TERMINAL
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)
1.2 Press and let go on the red button to 'ON' POS, light will turn from red to blue. Kindly wait
for POS to on
1.3 Once POS is on, select “DinePlan” icon to load POS Software
1.4 POS will start, login as per given PIN
START WORK DAY ON POS
2.1 Select “WORK DAY”. (Note: select home icon to get to this screen)
(Refer to 2.4 for steps for shift takeover)
2.2 Select “START WORKDAY”
2.3 Screen will pop up, select “OK”
2.4 Select “WORK DAY”. (Note: to start shift takeover from this step)
(Note: select home icon to get to this screen).
2.5 Select “WORK SHIFT”
2.6 Select “START WORKSHIFT”
2.7 (1) Select “OPEN TILL” (2) To get cash ($1,000.00) from Experience Manager in a safe box.
(Experience Manager should take cash from safe box and pass to cashier)
(3) Put $1,000.00 into cash till and close cash till (4) Select “START WORKSHIFT”
2.8 A yellow screen will appear, select “OK”
REMINDER:
To prepare “OUTLET OPENING CASH COUNT REPORT (FINANCE 001)”
Refer to Policy No: OFG002 (Page 1)
Refer to the form on the next pag
OUTLET OPENING CASH COUNT REPORT (FINANCE 001)
Steps
· If cash is $1,000.00: to tick check box under NO difference and sign off at bottom
· If cash is not $1,000.00: to follow and tick steps 1 to 6 under difference and sign off at bottom
2.9 POS is now ready to be use, select “POS” for table layout & ordering. (Note: select home icon to
get to this screen).
2.10 By default, screen shows for indoor dine in.
2.11 For “TAKE AWAY” select at the bottom of the screen
2.12 After selecting “TAKEAWAY”, takeaway screen will pop up. (Note: select “RESTAURANT” icon at
the bottom to revert to previous screen - indoor dine in [2.10]).
END WORKSHIFT
3.1 Select “WORK DAY”. (Note: select home icon to get to this screen)
3.2 Select “END WORKSHIFT”
3.3 A yellow screen will appear, select “YES”
3.4 (1) Select all highlighted in red “<<” to auto fill-up sale figures in the field (2) Select “END
WORKSHIFT” (3) Select “OPEN TILL” to take cash out
3.5 Select “YES” to end work shift.
3.6 A yellow screen will appear, select “OK”. END WORKSHIFT REPORT will be printed after
selecting “OK”
REMINDER:
To generate and sign off on “END WORKSHIFT REPORT” from POS
To generate credit card detail report [Refer to Page 102, Point 19.7.1]
To attach all reports on “DAILY SALES SUMMARY REPORT (FINANCE 002)”
Refer to Policy No: OFG002 (Page 2)
Refer to the form on the next page
DAILY SALES SUMMARY REPORT (FINANCE 002)
Steps
· Generate ENDWORKSHIFT REPORT from POS
· Take out all cash in cash till and put into safe box
· Go to designated area to count cash and tally all sales for the shift
· To tally END WORKSHIFT REPORT with cash on hand and Credit Card Summary Report
· Any discrepancies to refer to Policy No: OFG002 (Page 2) Flowchart
· Cashier to sign off at the bottom of END WORKSHIFT REPORT, staple reports and tick
respective checkbox for attachment.
· Separate $1,000.00 float and cash sales for the shift and put into respective safe box and
cash sales pouch.
· Cashier to pass safe box and cash sales pouch to Experience Manager
END WORKDAY
4.1 (Note: To End Work Shift [3.2] first before End Workday)
Select “WORK DAY”. (Note: select home icon to get to this screen)
4.2 Select “END WORKDAY”.
4.3 A yellow screen will appear. Select “YES” to end workday
4.4 A yellow screen will appear. Select “OK”
REMINDER:
To generate “END WORKSHIFT & END WORKDAY REPORT” from POS
To generate credit card detail report [Refer to Page 102, Point 19.7.1] & settlement report [Refer
to Page 103, Point 19.8].
To attach reports on “DAILY SALES SUMMARY REPORT (FINANCE 002)”
Refer to Policy No: OFG002 (Page 3)
Refer to the form on the next page
DAILY SALES SUMMARY REPORT (FINANCE 002)
Steps
· Generate ENDWORKSHIFT REPORT from POS
· To tally END WORKSHIFT REPORT with cash on hand and Credit Card Summary Report
· Any discrepancies to refer to Policy No: OFG002 (Page 3) Flowchart
· Cashier to sign off at the bottom of END WORKSHIFT REPORT, staple reports and tick
respective checkbox for attachment
· Separate $1,000.00 float and cash sales for the shift and put into respective safe box and
cash sales pouch
· Generate END WORKDAY REPORT & Credit Card Settlement Report, staple reports and tick
respective checkbox for attachment
· Sales Summary & Collection Summary section to be filled up, tally and sign off by Cashier
· Cashier to pass safe box and cash sales pouch to Experience Manager
· Experience Manager to verify Credit Card Settlement Report and sign off at the bottom of
END WORKDAY REPORT & DAILY SALES SUMMARY REPORT (FINANCE 002).
Steps
· Cashier to fill up Page 2 of DAILY SALES SUMMARY REPORT where applicable
o For eg. under Tips Summary: If there are 5 bills for Tips (3 Cash, 2 Visa)
o Under Cash row “No. of Bills” to write ‘3’ and tick checkbox “Attached Receipts” to
indicate 3 bills have been attached.
o Under Visa row “No. of Bills” to write ‘2’ and tick checkbox “Attached Receipts” to
indicate 2 bills have been attached.
· Cashier to sign off
· 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
5.1.2 Select “PAX” & key in number of pax (only for dine in)
5.1.3 Select item to order
5.1.4 For any instruction on dish: (1) select item (2) select “NOTE” (3) type note in space available
(4) select “CLOSE” below space for key in
5.1.5 Select “CLOSE” to fire order to kitchen
5.1.6 Once order is sent to the kitchen. Table will be turn ORANGE on POS
Open Item Ordering
5.2.1 Any Open Food or Open Beverage (Can only be done by Experience Manager on POS. Cashier to
inform Experience Manager if need to): (Steps for Open Item Ordering below are for Experience
Manager only
5.2.2 [For transition between Cashier to Experience Manager] (1) Cashier to logout from own user by
selecting the home icon at the bottom right of the screen (2) select “LOGOUT”
5.2.3 Login screen will appear, Experience Manager to key in own PIN or use RFID card to login
5.2.4 After logging in, select “POS”
5.2.5 To order, select Dine in or Takeaway (2.9), then select respective table that needs open item
5.2.6 Select “PAX” & key in number of pax (only for dine in)
5.2.7 For eg. Open Food:
(1) select “OPEN KEY” (2) select “OPEN FOOD” or “OPEN BEV”
5.2.8 For eg. Open Food:
(3) select item “OPEN FOOD” (4) select “OPEN ITEM”
5.2.9 (1) Type in description of dish (2) Select “OK”
5.2.10 (1) Select “Price” (2) Key in price (3) Select “OK”
5.2.11 Select “CLOSE” to fire order to kitchen
5.2.12 (1) Once Experience Manager has finished ordering open items, Experience Manager to logout
from own user by selecting the home icon at the bottom right of the screen (2) select “LOGOUT”
(This is in the event Experience Manager has to pass cashier position to another person)
5.2.13 Login screen will appear, Cashier to key in own PIN to login
Serve Later Ordering
5.3.1 To order, select Dine in or Takeaway (2.9), then select respective table
5.3.2 Select “PAX” & key in number of pax (only for dine in)
5.3.3 For serve later order: (1) after selecting customer orders (2) select the item that is meant to
be serve later (3) select “SERVE LATER"
5.3.4 (1) Item will display “Serve Later” below (2) Select “CLOSE”
5.3.5 To serve food now: (1) select item (2) select “SERVE NOW”
5.3.6 (1) Status will change to “NEW” (2) Select “CLOSE” to fire order to kitchen
PAYMENT ON POS
6.1 To print bill for customer: (1) select the “Table” (2) “PRINT BILL”
6.2 Once bill is printed (this bill is to let customer confirm his/her bill), table color will then
change to BROWN
6.3 Once bill is confirmed, select paying table
For payment in full
6.4.1 Select “PAY”
6.4.2 (1) Payment page will appear (2) Select “All” (3) Select payment mode on the right
Refer to Policy No: OFG002 (Page 4)
Steps - Cash
· 1st print bill receipt for verification to be thrown away once payment is done
· After payment is done POS will print out 2 bill receipts (1 copy for customer to be put into
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
· After payment is done POS and Credit card terminal will generate two copies of receipts:
1)Customer copy: Cashier/Experience Manager to staple the customer copy of POS
receipt& customer copy of Credit Card Slip together, put into bill sleeve and hand over
to ambassador
2)Merchant copy: Cashier/Experience Manager to staple the merchant copy of POS
receipt & merchant copy of Credit Card Slip together and put into the respective
pigeon hole for payment (If credit card slip needs to be signed to put into bill folder and
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”
6.5.2 (2) Select “Close”
6.5.3 Order page will appear
For payment by item
6.6.1 Individual item
(1) to select “item” (2) select “Settle”
6.6.2 (1) Payment page will appear (2) select “CLOSE”
6.6.3 Order page will appear (1) select “PRINT BILL” for customer to check bill
6.6.4 Once bill is printed (this bill is to let customer confirm his/her bill), table color will then
change to BROWN
(1) Once customer confirm bill (2) select table
6.6.5 (3) Select bill
6.6.6 Order page will appear (1) select “PAY”
6.6.7 Payment page will appear
(1) Select “All” (2) select payment mode on the right
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”
6.7.2 (1) Select “CLOSE”
6.7.3 Order page will appear (1) select “PRINT BILL” for customer to check bill
6.7.4 Once bill is printed (this bill is to let customer confirm his/her bill), table color will then
change to BROWN
(1) Once customer confirm bill (2) select table
6.7.5 (1) Order page will appear (2) select on bill to pay
6.7.6 Order page will appear (1) select “PAY”
6.7.7 Payment page will appear
(1) select “All” (2) select payment mode
For spilt bill payment
6.8.1 Select “Spilt Ticket”
6.8.2 Spilt Ticket Quantity box will appear: (1) select No. of pax (2) select “OK”
For eg. Bill spilt by 3 pax. (1) Select 3 (2) select “OK”
6.8.3 Ticket spilt preview will appear (1) check bill (2) select “CONFIRM”
6.8.4 Select “CLOSE”
6.8.5 Order page will appear (1) select “PRINT BILL” for customer to check bill
6.8.6 Select bill
6.8.7 Order page will appear (1) select “PRINT BILL” for customer to check bill
6.8.8 Once bill is printed (this bill is to let customer confirm his/her bill), table color will then
change to BROWN
1)Once customer confirm bill (2) select table
6.8.9 (1) Order page will appear (2) select on bill to pay
6.8.10 Order page will appear (1) select “PAY”
6.8.11 Payment page will appear
(1) select “All” (2) select payment mode
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)
7.2 (1) Select item(s) to move (2) select “MOVE”
7.3 (1) Select “CHANGE TABLE” (2) Select destination table to move to (i.e., in this case merging
table 3 to 2, we are shifting items from table 3 to 2)
7.4 (1) Select bills to merge (select the big numbers in blue) (2) select “MERGE”
7.5 (1) Merge bill will appear (2) select “CLOSE”
MOVE ITEM/TABLE
8.1 (1) Select item (2) select “MOVE
8.2 (1) Select “CHANGE TABLE” (2) select destination table to move to
REFUND ON POS
REMINDER:
For any refunds, to seek approval from any 1 of the HOD first via Whatsapp
Refer to Policy No: OFG002 (Page 5)
9.1 To refund closed bill, on home screen select “TICKETS”. (Note: select “Home” icon to get to
this screen)
9.2 (1) Select at drop down list “Closed Tickets Only” (2) select “Refresh”
9.3 (1) Select bill (2) select “DISPLAY”
9.4 Select “Refund”
9.5 If Cashier is the one processing refund, Experience Manager needs to enter PIN
9.6 Once entered: (1) type reason for refund (2) Select “OK”
REMINDER:
To prepare “REFUND REQUEST FORM (FINANCE 004)”
To fill up “DAILY SALES SUMMARY REPORT (FINANCE 002)”
Refund on credit card terminal [To refer to Page 100, Point 19.6.1]
Refer to Policy No: OFG002 (Page 5)
Refer to the form on the next page
REFUND REQUEST FORM (FINANCE 004)
*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
· To get approval from either one of the following Head of Investment Operations, Head of
Finance or Executive Committee
· Once approved, to tick respective check box under “Approval”
· Supporting documents must be all ticked and attached
· Details & Refund Method to be filled up respectively and signed off by Experience
Manager
· Refund Request Form to be passed to HQ
DAILY SALES SUMMARY REPORT (FINANCE 002)
Steps
· Experience Manager to fill up Page 2 of DAILY SALES SUMMARY REPORT
· For eg. If there are 2 bills for Refund
Under Refund row “No. of Bills” to write ‘2’, tick checkbox “Attached Receipts” to indicate 2
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
(1) Select item (2) select “VOID”
10.2 If Cashier is the one processing refund, Experience Manager needs to enter PIN
10.3 (1) Type reason (2) Select “OK”
10.4 (1) Order will be voided (2) Select “CLOSE”
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)
Steps
· Cashier to fill up Page 2 of DAILY SALES SUMMARY REPORT
· For eg. If there are 2 bills for Void
Under Void row “No. of Bills” to write ‘2’ and tick checkbox “Attached Receipts” to
indicate 2 bills have been attached
· Cashier to sign off
· Experience Manager to verify and sign off
WASTAGE/COMP ON POS
(After kitchen cooks, and it cannot be reversed)
11.1 Outlet staff spilled drink while/before serving
(1) Select item (2) Select “MOVE”
11.2 Select “CHANGE TABLE”
11.3 Select table “W”
11.4 Select “W” to view bill
(1) Select “Print Bill” first to see items in wastage
11.5 Once bill is printed, table color will then change to BROWN
11.6 To apply COMP
(1) Select “W” Table (2) select item (3) select COMP
11.7 If Cashier process refund, Experience Manager needs to enter PIN
11.8 (1) Type reason (2) Select “OK”
11.9 Select “PRINT BILL or CLOSE” and write reason on receipt
REMINDER:
To write reason on bill
To attach bill on “DAILY SALES SUMMARY REPORT (FINANCE 002)”
To prepare “WASTAGE REPORT (FINANCE 006)”
Refer to Policy No: OFG002 (Page 6)
Refer to the form on the next page
DAILY SALES SUMMARY REPORT (FINANCE 002)
Steps
· Cashier to fill up Page 2 of DAILY SALES SUMMARY REPORT
· For eg. If there are 3 bills for Wastage
Under Wastage row “No. of Bills” to write ‘3’, tick checkbox “Attached Receipts” to
indicate 3 bills have been attached and tick checkbox “Report” to indicate 3 bills have
been recorded under “Wastage Report”
· Cashier to sign off
· Experience Manager to verify and sign off
WASTAGE REPORT (FINANCE 006)
Steps
· Cashier to fill up WASTAGE REPORT
· For eg. If there are 3 bills for Wastage
To fill up all rows accordingly (1 row for 1 item)
· Staff who fill up to sign off at last 3 columns on the right
· 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
(1) Select item (2) select “GIFT”
12.2 If Cashier process gift, Experience Manager needs to enter PIN
12.3 (1) Type reason (2) select “OK”
12.4 (1) GIFT will be applied (2) select “CLOSE”
REMINDER:
To write the reason on the bill
To attach bill on “DAILY SALES SUMMARY REPORT (FINANCE 002)”
To prepare “INCIDENT REPORT (EXPERIENCE 001)”
Refer to Policy No: OFG002 (Page 6)
Refer to the form on the next page
DAILY SALES SUMMARY REPORT (FINANCE 002)
Steps
· Cashier to fill up Page 2 of DAILY SALES SUMMARY REPORT
· For eg. If there are 2 bills for GIFT
Under Service Recovery row “No. of Bills” to write ‘2’, tick checkbox “Attached Receipts”
to indicate 2 bills have been attached and tick checkbox “Report” to indicate 2 Incident
Report have been attached
INCIDENT REPORT (EXPERIENCE 001)
APPLY VOUCHER ON POS
For internal voucher promotion
13.1.1 (1) Select “PAY” (2) select “Item” (3) select “All” (4) select “Voucher”
13.1.2 (1) Enter Voucher No (2) select “OK”
13.1.3 (1) To apply voucher (2) select “Yes”
13.1.4 (1) Voucher will be applied (2) select “CLOSE”
For Tenant voucher
13.2.1 (1) Select “PAY” (2) select “All” (3) select “Vouchers”
13.2.2 Select “MALL VOUCHER”
13.2.3 Select the denomination received
For eg. $50.00
13.2.4 (1) Voucher will be applied (2) select “All” (3) select payment method
APPLYING DISCOUNT ON POS
14.1.1 Applying % Discount: (1) select amount (2) select “Discount %”
For eg. 10% Discount for Service Recovery
14.1.2 If Cashier is the one applying discount, Experience Manager needs to enter PIN
14.1.3 10% Discount will be applied (check in box at bottom left, afterwards select “CLOSE”
14.2.1 Applying $ Discount: (1) select amount (2) select “Discount”
For eg. $10 Discount
14.2.2 If Cashier is the one applying discount, Experience Manager needs to enter PIN
14.2.3 $10 Discount will be applied, select “CLOSE” afterwards
REMINDER:
To write reason on bill for discount
To attach bill on “DAILY SALES SUMMARY REPORT (FINANCE 002)”
To prepare “INCIDENT REPORT (EXPERIENCE 001)”
Refer to Policy No: OFG002 (Page 6)
Refer to the form on the next page
DAILY SALES SUMMARY REPORT (FINANCE 002)
Steps
· Cashier to fill up Page 2 of DAILY SALES SUMMARY REPORT
· For eg. If there are 2 bills for Discount (Service Recovery)
Under Discount row “No. of Bills” to write ‘2’, tick checkbox “Attached Receipts” to
indicate 2 bills have been attached and tick checkbox “Report” to indicate 2 Incident
Report have been attached
INCIDENT REPORT (EXPERIENCE 001)
SOLD OUT ITEM
15.1 At POS home screen, select “FRONT DESK”
15.2 Select “SOLD OUT”
15.3 Select “ADD SOLD OUT”
15.4 Select at drop down list or type sold out item
15.5 (1) Select “Portion” (if any) (2) select “Counter” (No. of item left) (3) select “SAVE”
15.6 Once saved, item will reflect on SOLD OUT page
15.7 At ordering page, item cannot be selected (button will be light blue
CHANGE PAYMENT METHOD FOR CLOSE BILL
16.1 Select “TICKETS”
16.2 (1) Select at drop down list “Closed Tickets Only” (2) select “Refresh”
16.3 (1) Select bill (2) select “DISPLAY”
16.4 Select “CHANGE PAYMENT”
16.5 If Cashier is the one processing change of payment, Experience Manager needs to enter PIN
16.6 (1) Select “All” (2) select payment method to change too
16.7 Payment method will change from VISA to MASTER
SYNC DATA
17.1 Select “TICKETS”
17.2 Select “PULL”
17.3 Select “Yes”
17.4 (1) Once finish processing (2) select “OK”
REBOOT SOFTWARE
18.1 (1) On POS screen, swipe finger Left to Right (2) select “X” at top right corner to close
18.2 After closing screen will be blank
18.3 (1) Just tap on screen for homepage to appear (2) select “DinePlan” icon to load POS
Software
18.4 If POS is still down call POS Support for assistance @ 9858 8841
CREDIT CARD TERMINAL
19.1 Terminal Layout
19.2 To ON terminal, (1) press and hold power button on terminal, (2) select “OCBC” App
19.3 OCBC App Homepage
Capturing Sales
19.4.1 (1) select “SALE” (2) select sales amount (3) select “OK”
19.4.2 Either (1) tap card, (2) insert card into terminal or (3) swipe card at right side of terminal
19.4.3 Sales will process
19.4.4 Once successful, a confirmation screen will appear, receipt for merchant copy & customer copy will be printed
Reprint credit card receipt
19.5.1 At home screen (1) select “REPRINT MENU” (2) select “LAST RECEIPT” or “ANY RECEIPT”
19.5.2 If “LAST RECEIPT” is selected, pop up screen will appear to select respective option to reprint
19.5.3 If “ANY RECEIPT” is selected, (1) choose receipt to be reprinted (2) select “PRINT”
19.5.4 Pop up screen will appear to select respective option to reprint
To avoid receipt before settlement
19.6.1 At home screen (1) select “VOID”
19.6.2 (1) Key in credit card slip “INVOICE NO” (2) select “OK”
19.6.3 (1) Double check all refund details are correct (2) select “PROCEED”
19.6.4 If Cashier is the one processing refund, Experience Manager needs to enter PIN
19.6.5 Once successful, a confirmation screen will appear, receipt for merchant copy & customer
copy will be printed
To print detail report for change shift
19.7.1 At home screen (1) select “SETTLEMENT” (2) select “PROCEED”
19.7.2 (3) select “Detail Report” (4) Detail Report will be printed
To do settlement for the day
19.8 At home screen (1) select “SETTLEMENT” (2) select “SETTLE ALL” (3) Settlement slip will be
printed out
19.9 To OFF terminal, (1) press and hold power button on terminal
19.10 Credit card terminal troubleshooting, Technical Support @ 6483 2373