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Floreantpos new features

Features of 1.4 (Beta) Build 56+

posted Nov 20, 2014, 4:53 AM by Floreant POS [ updated Nov 24, 2014, 10:17 PM ]

Contents

Introduction

Floreant POS is the first Enterprise grade touch screen POS for Restaurants released in Public domain. We designed it as per requirements of a famous food chain and since its first release in sf.net in 2009, number of installation has been growing sharply and it achieved reputation and popularity. Only in sf.net it has more than 100,000 downloads. There are many restaurants in USA who are running its 1.0_2 & 1.0_3 since 2010. People translated, customized and migrated Floreant as they want. Because of its intuitive interface and portability it has been used by Retail store and Hotels too.
Restaurant POS is more complicated than Retail counterpart. In Dine In culture tickets are left open for longer time, guests can add more and more food and its important restaurant manager properly utilize tables and menus. Quality of food depends on efficient management of kitchen, keeping eye on service, reducing wastage and managing people. Partial payment must be dealt, and guest may split & merge tickets before they are paid.
In 2014 we has added huge features, and we have nightly releases in every few weeks. Our current version 1.4 has huge changes from its predecessors.User interface has been cleaned up, they are made more professional. We streamlined payment windows, refactored database, and provided Plugin architecture to support commercial plugins like kitchen and floor plans.
Many of our users have downloaded early beta of FP 1.4. We have large community and active testers who test releases in live environment. This documentation is based on build # 56 of 1.4. Even though its beta, its more stable and robust than previous version. We also integrated magnetic swipe reader and Authorize.net API Retails have used it. Its source code is hosted it in sf.net subversion and we let s developers to access its source code real time.

Download & Install

Install Latest version of Java SDK
Download latest version of Floreant POS ( 1.4 Version 56 or onward) .
Unzip and give write permission to the database folder

Terminal Modes

Often a small cafe wants to replace Cash terminal with a Standalone POS, and their best choice is to run Floreant POS with embedded database. We call it Single mode, and such setup boots with Derby database . What you need is add hardware as necessary. We have seen Street food sellers using Floreant POS in Java supported tablets like Dell Venue Pro and they used battery operated Receipt printer for the best experience. On the other hand large restaurants has to deploy a back office server and then connect many terminals over wifi or ethernet. Floreant ships with Derby Database server but we also have option for MySQL connection.

Single terminal Installation

In windows 7 or 8 installing JDK will make Jar files clickable. So try double clicking on floreantpos.jar
In case it does not start, setup Java environment andfrom command line write
java -jar floreantpos.jar

Multi terminal Installation

Go to Terminal / Command prompt
Type
cd database/derby-server
Type
java -cp ./lib/derbynet.jar org.apache.derby.drda.NetworkServerControl start -h localhost -p 51527
Instead of localhost try with ip address. If you run Bat file change port number to 51527

Start Floreant pos terminal by
java -jar floreantpos.jar
In login screen click on "Configure Database"
database server IP
and Port should be same as the server.
Create database schema and add sample data

Login Screen

Password & Length

Default password for Administrator is "1111". Restaurant owner can change it and also change length of password.

Magnetic ID Card

USB Port based Magnetic card readers can be used to let user login with his own Magnetic ID Card. Some of our users also successfully used Motor Drivers License.

Change Splash screen

Replace logo.png in config folder. Recommended size is 800x600.

Configure Database

When you start Floreant it boots up with single database with sample food menu. If you need to erase sample data you can recreate tables and skip option of sample data.

Setup Store

From Admin panel our First job is to configure Store information
Keep length of Restaurant name, Address line 1, 2 & 3 less than 12 character so that they print nicely in Receipt
Capacity and Tables are maximum number of guests and Tables respectively.
Leave Service charge & Gratuity % blank if you do not charge them.

Setting up Terminals

Kiosk Mode

Kiosk mode is a full screen protected mode where a Food server cannot access Operating system.

Auto log off

By default in every 60 seconds of inactivity Floreant terminal logs out. You may turn this off or set longer autolog off time.'

Select Order types

You may clean up interface by removing unnecessary order types from here. Uncheck what you hardly use.

Terminal number

This is a unique number and it should not be changed in the middle.

Button Style

In case you are using higher resolution display or small touch devices you can change button height and font size.

Configure Printers

Report printers

You can have one Report printer in your system.

Receipt Printer

You can attach one receipt printer per terminal

Kitchen & Bar Printers

You can add as many Kitchen & Bar printers as you wish.

Configure FloorPlan

Configure Card Merchant

Card payment setup

Magnetic swipe card reader

We have integrated Authorize.Net , a reputed PCI Pre-approved payment gateway. In case you have own Merchant, let us know. We may integrate any similar Merchant API. You may test with Sandbox account and then have a Merchant ID of Authorize.net from here

Manual Entry of Card information

In case your card reader is not able to read Card, Cashier can manually type user name, card type, card number and expiry date.

External Card reader device

In case you have separate terminal to read credit card you just enter Ref# and complete transaction.

Sandbox

Setting up Taxes

VAT/Tax Included Sales Price mode

If you turn this on prices will include Vat/Tax.

Multiple Tax

You can create list of taxes and add in individual items.

Settle with Credit card & Tips

As industry practice Credit card payments are pre-approved and they are not submitted in read time. They are shown in "Authorize" button. Usually they are authroize everytime a drawer pull is done. Admin or special users can login and change tips.

Setting up Discounts

User types & Permissions

Create custom user types with permissions

Create User

Menu Programming

Item Categories & Item Groups

Categories are important for arranging items in a structured fashion. However, they are not shown in receipts
Categories are useful for generating sales summary reports
Groups are secondary level for organizing.
Every Item can exist in one Category and subordinate group.

In order to maintain database integrity you have to create Menu items in the following sequence

Create Category
Create Groups
Create Modifiers
Create Modifier Groups
Create Menu Item

Item Categories

Items

Discounted Rates are rates applied in

Adding Modifier in Item

Adding modifiers in Item. Minimum Quantity is what must be taken. Maximum Quantity is price included quantity.

Menu Items are single food defined in restaurant printed menu. Each Menu items are further extended with Modifiers

Shift wise Pricing

Create shift

Add shift wise pricing

Inventory & Recipe

1. Need OROCUBE Inventory Free Plugin. Add Raw material in inventory

Add recipe %

How to Order Foods

Dashboard

Logged in as Administrator. It shows all the buttons. In reality different user will get different features. Food server will be able to create and edit Tickets and Manager will get access to cash drawer.

Create Take Out ticket

Simplest food order that does not record no of guests and table. Pressing pay now button button will proceed to payment screen

Create Dine-In Ticket : Table No

If you have installed Orocube FloorLayout Plugin the above Table selector will be replaced by

In dining food is tracked by table. Food server can check which table is available from ticket list. When done ticket is settled and tabled is freed. In some case more than one ticket can be created for one table. Floreant POS prompts duplicate table no. It could be overridden

Create Ticket : No of guest

Add total number of guests. Usually every guest is offered beverage and head count is used for reporting.

Create Ticket: Select Group

First need to choose menu category in left sidebar. And in each category there are several groups of food. Groups are almost standard in diff Restaurants while restaurant may pick groups and arrange them in different category. Its also possible same group can be in multiple category.

Create Ticket: Select Items

Item is unit of food usually written in printed menu. It often has options (for example 2 Egg break fast can have 2 eggs picked from different types of eggs)

Create Ticket: Select Item by Barcode Scanner

Create Ticket: Select Modifier

Modifiers are ways to note user preferences for some food item/package. it may have option to have no or extra modifier.

Create Ticket: Cooking Instruction

Kitchen Instructions are not mentioned in Bill but sent to kitchen printer. For example some guest can order for extra plate or make hashbrown crispy.

Misc Item

If there are unlisted items then it could be handled by Misc Item button

Home Delivery/ Pickup - Customer

Caller ID detection

We have tried Emulator provided by famous CallerID.com When user orders over phone, a POPUP screen is shown similar to the following.

Searching and registering Customer

You need to have Orocube LLC'c OroCust Plugin

Home delivery & Pickup - Schedule

Bar Tab - Charge Card in advance

Find Ticket by Barcode scanner

Barcode in TIcket

Every ticket printer has a barcode number.

Get Ticket id

Kitchen Display

Live update of Kitchen Receipts

Improve Kitchen Performance

Payment

Settle button will show this screen
Partial payment is supported
Mixed payment is supported

Select payment type

Swipe Card

Split ticket

FloorPlan monitor

This shows real time update of all the Tables in a Restaurant. You need to have Free Floor Plan plugin to enjoy this features.

Drawer pull

From Dashboard/Manager button

Transfer Ticket to different Server

Server Tips Accounting

Drawer Pull Actual amount

Admin update this to log differences of actual amount and expected cash.

Inventory: Create new Product

Manager or responsible food server can void a food. Its considered wastage. So a reason is picked from predefined list. If food is already cooked item is not wasted.

Receipts: Ticket Receipt

Receipts: Kitchen Receipt

Reports: Sales Analysis

Back office reports are printed in regular Printer and they can be exported to spreadsheet.

Reports: Sales Summary

Reports: Sales Balance

Reports: Sales Key Statistics

Reports: Sales Exception

Gives clear picture of how many discounts are given and list of wasted food

Reports: Journal Report

Reports: Server Productivity

Reports: Hourly labor report

Reports: Menu Usage Report

Reports: Credit Card Report

Reports: Payroll Report

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Maual floreants POS