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This manual will cover the main modules of our systems one by one. We start with jRestaurant POS which is designed for bars, restaurants, fast food , catering events , followed by jStock which is more oriented to the retail industry and finishing with jHotel PMS which is our PMS software for managing properties.
The common areas such as accounts, payroll , user management etc will be covered at the end of this manual so as not to repeat discussing features which are common in all our systems.
In this manual we are assuming that you requested a demo or bought the software and you managed to install it. If you opted for the cloud based system there is no installation involved and you simply access the system online.
A quick tip for those that need to install the software on their machines is to always RUN the setup file by right clicking and selecting the option RUN AS Administrator so that the setup file can properly install the software.
The default username to sign in the system is OWNER and the default password is OWNER. At the login window there is the option to choose between the traditional user interface and the new flat UI. In this tutorial we will stick to the new flat UI whenever we include some screenshot from the system.
For any questions not covered in this manual please do not hesitate to contact our support team by sending an email to support@creative-software-solutions.info
Our systems come in four different versions 1) Basic 2) Lite 3) Professional and 4) Enterprise. In this manual we will be looking at the Enterprise version. The other version might have some of the modules disabled or else some limitation on the number of users or workstations. With the Enterprise version there is no limitation on anything and includes all the features that we will be describing in this manual.
All our systems can be installed locally on your premises or else can be accessed from the cloud through a web browser.
Please note that some modules are common to all systems and are grouped under a common sections. Also you can have a feature not mentioned under one particular and reference is made to it from an other system. Finally this user manual DOES not cover all features of our systems, far from it, but it tries to cover the most popular topics.
jRestaurant POS is used in bars, clubs, restaurants, home deliveries and takeaways. The main menu looks like this.
Or if you opted for the classic UI it will look like this.
No matter which UI you choose, the functions are exactly the same.
To enter the restaurant or bar menu, we start by setting up the DEPARTMENTS and the printers. It is common in a restaurant to have a printer in the kitchen for printing the orders related to food, and a printer at the bar for printing drinks ordered by clients.
So the first thing to set are the DEPARTMENTS where we tell the system which printer to use when there is a new order. After this we will enter the main categories e.g. DRINKS, STARTERS, PIZZA etc etc. Categories belong to a DEPARTMENT and this is how the system knows how to split an order and print the drinks in the bar printer, and the food in the kitchen printer.
The DEPARTMENTS screen is where we select the printer for each department which will be used when we SEND the order.
In the DEPARTMENTS screen we also select which printer is used for printing the bill or the final receipt.
From the DEPARTMENTS screen we can also set 2nd copies, like for example when you want that the bar gets a copy of the food order as well.
In the MENU CATEGORIES screen we enter the categorization for our menu, like this all items on the menu are grouped by category.
Once we enter all the categories, we can start entering the items on the menu.
The basic information when adding a new menu item is the item name, category and price.
There are other options like for example if the same item has a different price based on the size.
Other information which can be entered for every item include the following
– Details : about the item, which can be used to print out a full menu with ingredient information, and also to upload this information to a website.
– Barcode: This is used only when in RETAIL mode. Under this mode you have the chance to scan items using a barcode reader.
– 2nd Sub-Category : Apart from the main category where you want the item to appear there is the 2nd Category. For example you can have a category for most commonly used items and select it as the 2nd category for such items.
– PLU : By default the system select the next available number, but if you are already used to certain number, you can change it. It is important that each item has a unique PLU (number)
– Points (Optional) : You can assign X amount of points to each item. From the REPORTER screen you can then find out which waiter has the highest points. You can create a scheme where depending on the items sold the waiter gets more points.
– Included On Menu : You can switch off this option, if for example today you do not want to sell a particular item.
– Course Type (Optional): By default when you sell an item you can decide whether it is a starter, a main course or a desert. You can also assign an item as always being a starter. Still you can change it later while doing the sale.
– Can Change Price : This option allows a waiter to change the item price while doing a sale.
– Prices
o You can have up to 3 different prices for each item
o You can combine price 1 for small , price 2 for medium and price 3 for large
o You can decide also to have price 1 only
– Tax % : Each item can have its own tax percentage.
– Picture : You can assign a picture to an item on the menu
You can have an item which is made up of other items. We call it a bundle. For example Mega Meal Menu is an item which is made up of a burger + chips + extra + nuggets + drink. Also in some restaurants offering Set Menus, usually you have to select between items which are part of the Set Menu. For example you have to select a starter course , a main course and a dessert.
All this can be setup from the BUNDLES screen. To setup an item as a bundle, first select the item and then press the BUNDLE bottom.
Each item can have different properties. For example filet steak can be server rare, medium-rare, well done, etc. A pizza can be served with additional eggs, or sausages, etc. All this information can be enter in jRestaurant POS in the form of Item Properties.
First we need to open ITEM PROPERTIES screen and enter all possible variations, and then assign them to categories or individual menu items.
On the left we have all the modifiers (item properties) some which have a price and other that do not have a price. Each modifier is then assigned to one or more category, or to one or more items.
When you select an item which has a modifier assign or an item which is under a category which has a modifier assign the following screen opens when you click on the item.
The modifiers are shown and you have the option to click one or more and the price is adjusted automatically. There is also the SHOW KEYBOARD button in case you need to put additional comments for the kitchen.
The main screen which is used for taking orders, printing bills and issuing the final receipt is the following one
Before we jump into taking an order, it is important to understand the concept behind what we call MODES.
When we open the SALES/ORDERS screen, we get the following selection
There are four modes of operation i.e. Restaurant , Take away , Home Delivery and Retail. The difference is that under Restaurant mode you have to select a table number when you create a new order, the Take away mode is used for fast foods where there are no tables or else in bars and clubs. In this mode you simply select on an item and the system will create automatically a new order for you. The third mode is Home Delivery and its similar to Take away mode but when the system creates a new order it will ask you to select the customer with a delivery address. The later is used when providing delivery service. The last mode is called Retail and as its name implies, it is commonly used in retail outlets (where you have a barcode scanner for scanning the item instead of selecting the item yourself by pressing on the item on the screen.
There is the option to rename these modes from the SYSTEM SETTINGS screen if you intend to use them for other purposes. Something that it is important to understand, is that every menu item can have a different price for each mode. This means that for example, you can have burger which when you eat it at the Restaurant it is higher in price then when you take it as a take away.
As shown in the above screenshot, there are the four modes, like this you can specify different prices for every item on the menu in case your prices different between modes.
We can also change the names for these modes if we want from the SYSTEM SETTINGS screen.
Or even disable any of the modes, by simply clearing the description.
The following is a diagram showing some of the main functions of the Orders screen
In a restaurant the process is usually as follows
So we start by pressing the TABLE button and then we key in the table number and press OK
We can have different floors and they can be customized. Real-time floorplan allows your staff to immediately see which tables need assistance, keeping the clients happy and turning tables faster. By setting up a table layout so that we can simply see an overall view of all the tables with the table numbers and color code so to know which one are occupied and which are not.
Once we select the table, we will select the items the customer wants and then press the SEND button to send the order to the corresponding department i.e. drinks go to the bar printer and food to the kitchen printer.
At some point the customer will ask for the bill to be printed.
Finally once the customer pays we press the CASH button to enter the payment in close the table, so to be available for the next customer.
In the tender screen we can select the type of payment i.e. by cash or credit card, enter the tender amount so that the system can show what change to give back to the customer.
To move a table to another table can be done from the INFO screen, by first selecting the table you want to move and then press the CHANGE TABLE button and enter the table number of the new table.
Similarly to join two tables together, from the INFO screen first click on a table and press the JOIN TABLE button and select the other table number to which you want to join the selected table.
To close the day sales or the shift we use the z-reading report which can be accessed from the INFO screen.
Apart from the z-reading there is the x-reading (the button next to the z-reading) which show the sales done that day. The z-reading on the other hand are the sales done from the previous z-reading and each z-reading has a sequential number. Each sale will be included in one z-reading report. When we press the z-reading button the system will check if there are any opened (not closed) sales and will ask you if you still want to issue the z-reading. What happens in this case, is those opened sales will be included next time in another z-reading once they closed.
The x-Reading is the button next to the z-Reading and it will print the sales done that day. The following are some options in the More Settings screen related to the end of day.
With the most important one is the option to Reset the x-reading after issuing the z-reading. In some establishments it is common to have the x-reading show the sales from the previous z-reading. But by default the x-reading shows the sales done that day.
In jRestuarant and jHotel to re-print a z reading you can do so from the Sales report.
You will get a screen showing all previous generated z-readings
And you can select one of them and re-print it. You can also enter a date range and have the system print a summary of all z-readings issued within that period of time.
In this section we will see how to keep track of the stock by entering quantities and link what is on the menu with the stock. This includes entering recipes for the food.
For stock control we have a separate screen where we simply enter the stock. If on the menu we have a bottle of wine, we have to enter the same item in the stock screen, but if on the menu we have a cheese burger, in the stock screen we enter the ingredients that we require to prepare a cheese burger.
To link an item on the menu with the stock we use the following button
When pressing this button the following screen will open
The screen is divided into two sections. The upper section is used when linking drinks to stock, and the bottom part is used for entering recipes for food. The result is when we sell something at the bar or at the restaurant the respective amounts will be deducted from stock.
Table reservations can be done from the following screen.
Or else we can add new reservation while in the Orders screen from the following button
The reservations for the day will be visible in the above screen, the reason being so that when you press on the TABLE button you will see at all time the table reservations for that day.
In some restaurants or fast food service, it is common to opt for a kitchen display system rather than using the traditional thermal printers. We have that as well and can be accessed from the following menu button.
From this screen you see the orders as they come in. You simply click on an order and press the READY button on the right hand side once finished preparing the food for that order.
By default when you open the kitchen display screen you are asked to select the mode i.e. restaurant or take away or home delivery or retail. But we can click on the Show All Modes option to see them all at one go.
The preparation display lets your staff know exactly which orders to prepare and when. Create multiple displays for the kitchen and the bar for smooth service, any day, any time.
The main reporting screen is the following
You can filter your sales report by dates, waiter, mode, etc. Under the second tab you have the itemized version of the report where you can filter by departments, categories etc. And under the 3rd tab you have other statistics and also predictions.
The system has a lot of settings that can be activated based on the type of restaurant you are managing.
In the first tab of the SYSTEM SETTINGS screen we enter basic information about the establishment like telephone, address, tax (vat) number etc. There are many other settings, some of which are self explanatory. We will talk about those settings which need some more explanation on what they are meant to do.
This setting is crucial because it determines whether the prices we enter in the menu are including or excluding tax. In European countries for example, it is common that all prices are including the tax, so in this case we leave the option un-thicked. In U.S.A. and other countries it is common that the prices are excluding the tax and that the tax will be added later on. So in such cases we have to thick the box.
So by selecting the above option “Item Price Does Not Include Tax>>” the system will apply the % tax on top of the selling price. Meaning that you should enter the menu items with no tax included. By default you should enter the price with the % tax included unless you thick this option.
Another important setting is the VAT Ex. No. In most European countries you have to apply for an exemption number in order to be able to use a computer system in you restaurant. This can then replace your cash register. Before you apply for this number you are not allowed to issue any receipt. This number will appear on every receipt you give to your clients.
In case you need to update the % tax on every item you can just press the UPDATE STOCK % button. Or else you can change the % tax manually for every item one by one.
You can decide to lock the system as soon as the waiter finalizes a transaction. This is used especially in locations where the POS is in close proximity to the tables, and for security reasons it is better to lock the workstation.
The authentication can be done either by simply entering the user password (manually or by means of magnetic plastic cards which are encoded with the user password) or else by using biometric finger print reader.
The categories appear on the left hand side of the orders screen and are by default ordered alphabetically. You can decide to have the categories ordered alphabetically one after the other. A nice feature is to have them ordered by department. For example in the above example, first we see the categories which are related to the BAR department, and if we scroll down we start seeing the categories which are under the KITCHEN department.
In the categories screen there is also MENU ORDER field which can be used to override both the alphabetical sorting and the sort by department, and specify exactly the order you want the categories to be displayed.
The number of people sitting on a table is commonly used as a double check especially for the kitchen personnel to know how many people are on that particular table.
And when sending the order to the kitchen the number of people is also printed.
These two options are used for old receipt printers. The system prints directly to the printer without using Windows printer drivers. It sends character by character to the printer using a standard font. These options are rarely used. They are used only for backward compatibility.
In most bar/restaurant environment one can find a number of workstations together with a number of receipt printers. For example, there can be a receipt printer at the bar, another one in the kitchen to print the orders, and other one to print the bill, etc.
You can set a printer for each department. However you can decide to decide which printer to use before printing. This option is used for this reason, to display the list of printers installed and you select which one you want to use.
Ideally you set the printer for each department and you avoid selecting the printer before printing. But again it depends on the type of business.
This option is used when sending the items to the kitchen. By default the system prints the starter dishes, then the main course, then the deserts. But you can decide not to print them in this order. Instead you can print them in the same order as they were entered into the system.
In some restaurants a service charge is applied on top of the total price. For example for a 10% service charge which is applied on the total bill price just write down 10. You can press the [Choose Mode] button to specify which mode (Restaurant, Take Away, Home Delivery or Retail) the service charge shall apply. For example in case the service charge is applicable only when eating at the restaurant you have to select only the restaurant mode.
There is also the option to apply the service charge only at a particular time during the day.
This option is used to print out on the receipts the shift number depending on the time of the day. There can be up to 3 shifts with different times.
The second tab is where we select the main currency to use. If your currency is not in the list of currencies, you just need to add it to the list.
You have the option to select your primary currency and also a secondary currency. When the bill is printed out it will show the total in your primary currency and also in your secondary currency in case you choose to have a secondary currency.
The Factors screen is used to enter currency conversation factors when dealing with multiple currencies.
In the third tab, we can select the payment methods that will be used e.g. Cash or Credit Card, and even manage the types of credit cards. Our systems have integration with many different credit card epos terminals. For example if you enter in the list of payment methods Viva Wallet and then double click on it, a screen will come up to setup your Viva Wallet device.
There is the option to also enter the different credit card types and also enter the commission % your credit card processor is charging you for each transaction. The later will allow you to run a report to see how much commissions you have paid for each credit card transaction.
What ever you enter in this box, will show at the bottom of your bill or receipt.
This section is used by those that want to change how the default bill/receipt looks like.
The forth tab is the Report designer tab where you can customize some of the reports. For example we can customize the bill or receipt or the chit that is sent to the kitchen.
Each button will open the design screen for that specific report. There are some default receipt format to choose from, however in case this is not enough, you can always move things arround, change font and size, from the designer.
The SELECT LOGO button is used to set a log image file which will appear at the top of your bill/receipt.
This is how the report designer looks like
You have the header part, the detailed section and at the bottom the footer. You can double click on any box and change its properties. Please note that if you make a mistake and save the report file, it can result in errors when the system tries to print that particular report. Each report file which is editable is made up of two files which can be found in the installation folder.
You know the name of the report file from the header
In the above case you know that this report is made up of bar_receipt_full_.frx and bar_receipt_full_.frt so before editing it, its a good practice to make a copy of these two file just incase you do a mistake!
The fifth tab is related to stock, and in this tab we can add multiple locations and set each terminal location, like this when we sell something at one terminal the quantities at that location are deducted.
The sixth tab has some hotel relating settings. Please refer to the jHotel PMS section for more information about the Property Management System.
More settings can be accessed in from the third tab, by pressing the MORE SETTINGS button. Here we find many more options, which got accumulated over the years, with requests from bars & restaurants all over the world.
The system can also operate in Kiosk mode, where by it is offered either as a tablet on each table or else as a fixed kiosk terminal where the customer can go and take his order. To enable kiosk mode for a terminal you need to first lock the system, enter your password and press the following option
Once in Kiosk mode, the screen will take all of the area covering the windows menu bar, and to unlock it the user has to enter a password.
Notice that most buttons not required for a customer to take an order, are now invisible. There are various settings that can change how the system behaves in kiosk mode, such as showing the cash button so that the customer can enter the payment as well and go and pick up his food from a counter.
We do many customizations on the system when it comes to Kiosk modes depending on the environment the system is being used. Just as an example a customization on the ticketing module for a museum can look something like this
For further customization and help on what can be achieved please contact our support team so that we can explain how to better setup the kiosk features in our systems.
The Kiosk more can also be customized for Drive Thru. We have order management features specifically for drive thru service so that you can deliver the correct order to the customers. You can have multi-lane options, and self-service kiosks to streamline the process.
jRestaurant POS can also be integrated with an online website for order taking and deliveries. Here are some examples
In this option you get a unique QR Code, which when scanned by your customers using their mobile phones they get to see the restaurant menu and they can order online. They can even be sitting on a table and scan a qr code and order their food and send the order to the kitchen or ask for the bill.
jRestaurant POS was integrated also with the following delivery platforms
– Deliveroo
– Just Eat
– Uber Eats
– Bolt
– Wolt
– Ordering
– Grab Food
– Grabhub
– Glovo
– Zomato
And 70 more of these mobile food ordering apps. For the whole list please contact us!
Once the integration is set, when an order is taken from these mobile apps, the order will end up in jRestaurant and you get a screen where you can confirm or reject the order, and even enter the time of completion. Usually these mobile apps come with a restaurant module for accepting or rejecting the order, but with jRestaurant you do not need to use the mobile app restaurant module, because all features are already inside jRestaurant.
jStock POS is meant for the retail industry and factories. The main menu if you opted for the flat UI will look as follows
Or if you opted for the classical UI it will look as this
We use the STOCK/ITEMS screen to enter all the products that will be offered.
The following are the information pertaining to each single product.
In this tab we enter the product name and cod (SKU). If the product has a barcode we can enter it in here or else let the system generate a unique 10 digit barcode. We can enter a Description which can be used to update your online e-Commerce shop.
We also select the main category and sub-category for the product, enter the total quantity in stock and also the retail price.
Under the Pricing tab we can enter the landing cost price of the product and also other prices not just the retail price. The same product can have a different price for retail customers, and for wholesale customers. Basically in the CUSTOMERS screen when we enter a new customer we can select the customer type i.e. Retail, Whole Sale 1, Whole Sale 2 etc. so that the system can pick the correct price depending on the customer chosen.
Un the Other Details tab we can select a photo
The forth tab is important because under this tab, we can enter the stock quantities per location. A location can be a shelf in your store, or a remote location or shop.
In the above screenshot, we have 3 units of the selected item, 2 of which are in the Shop location and the other one is in the Store location.
To add more locations, we use the System Settings screen.
One of the locations is set as the default location for the system, so that when we sell the system deducts from that location.
The same tab can also be used to enter individual serial numbers for the same product. For example in an electronics outlet it is common, that when a new consignment arrives and there are for example 10 laptops of the same brand and model, we enter the 10 unique serial numbers.
Under the suppliers tab, we can link the product with one or more suppliers and enter the cost price for that supplier. This feature is important like this when a product reaches the re-order level, the system can automatically generate a Purchase Order transaction to the corresponding supplier with the correct amount to be ordered.
Under the warranty tab we can enter product specific warranty description to be printed when a new sale is done.
Under the Options tab, we can add product specific attributes and even give a price for such attributes.
In this section we will explain the following section related to the type of barcode.
The first type of barcode, is when each item type has a unique barcode. All items have the same price and are identified by the same barcode number.
Then there are those items which can be sold at different prices depending on their weight. For such items you can either encode the price in the barcode or else you can encode the weight of the item. In the STOCK ITEMS screen you enter the weight of the item and the cost price. With this information, when an item is scanned the price is worked out automatically.
You can select ../price option whenever the barcode contains the price or you can select the ../weight option whenever the barcode contains the weight, otherwise for normal items just leave the first option which is the default option.
The following is an example of a an item that shows a different price on the barcoded labels which varies depending on the weight.
We can have two barcodes of the same item 2300060002560 and 2300060002550. The first one costs 2.56 euros and the second one 2.55 euros. Note that the first part of the two barcodes is the same, so we can enter the first 7 digits in the barcode field and select ../price option because what comes after the barcode is the price.
If we double click on the ../price option a small windows comes up where we can tell them system how many digits to skip after the barcode part that we entered. You can have cases were there is a digit between the product barcode and the price which you want to ignore, such as
2300060302560
2300060202550
2300060102540
230060 is the barcode and the blue part is the price of the item, but we need to ignore the digit just after the barcode because if we do not ignore it the system will think that the price starts immediate after the seventh digit.
If we see that the price on the label corresponds to the weight and not the price the we can select ../weight option and enter the weight per kilo in the retail price, like this the system will calculate the selling price.
Items where the price entered is per kilo, we have to put a 1 in the Weight field.
So that the system knows that the item selected is per kilo, and if the barcode is normal (meaning we did not select ../price or ../weight option). it will also pop up a Weight Entering window while selling that item. For the later, we can also integrate jStock POS with a weight scale for automatic price calculation.
jStock POS supports multiple barcodes for the same item, meaning that the same item can be identified by more then one barcode. By pressing the Other Barcodes button the following screens comes up.
In this screen you can enter multiple barcodes all of which refer to the same item. There is also the possibility to assign dimensions to barcodes. This will be explained later, when we speak on how to manage size & color in fashion retail stores.
Bundles are when we group together items into one package and we sell that package at a special price. A good example is a christmas hamper which contains various items and the total price of the hamper is usually cheaper than if you had to purchase each item in that hamper one by one.
The Bundle screen looks like this
The upper part list all the bundles you have and the lower part shows the items within a selected bundle. When we sell a bundle the system will respect the selling price of the bundle, and also deduct all the items from stock which are part of that bundle.
The system creates a unique barcode for each bundle so that you can print the price tag label and attach it to the bundle for quicker selection while doing a sale. Otherwise you can always select the bundle while doing a sale from the following option.
In jStock POS each client can be assigned a different type. Based on the type you can then have a different selling price. By default when you install jStock POS there is one client already entered in the system. This is the RETAIL CLIENT and is the default selected client when creating sales transactions. If you open the [CUSTOMERS] screen you can see one customer with the last name CLIENT and the first name RETAIL.
From jStock POS you can also print your price tag labels or shelf labels. To access the label printing option simple press on the BARCODE/LABEL button in the STOCK/ITEMS screen
You just need to enter the number of copies and select which products you need to print a label for. By default when you open this screen the system asks you if you want to filter the list of products and show only those products that had a price change so that you can print their shelf labels for example.
There are different label formats to choose from,such as vertical shelf label or smaller labels, and all labels are customizable and can be changed from the LABEL SETTINGS button.
An other way to print out labels is from the Sales/Purchases screen, while you have a purchase transaction selected you simply press the Barcodes button.
And you will see only the items and quantities in that transaction you have selected.
In this section we will be explaining how to do a simple sale. In jStock POS the same screen which we use to do sales, can also be used to issue quotations, to do purchase orders or to create a purchase invoice. In fact on the main menu the screen is labels as SALES/PURCHASES
To create a new sale simply press on the NEW button(top right hand side)
To enter a payment in for an invoice or when you pay a supplier enter a payment out in a purchase invoice, we use the PAYMENTS button.
In the above screenshot, from under Past Transactions tab, we have filter for INVOICES only, and we can thick one or more invoice and press the PAYMENTS button. You can also simply press the PAYMENTS button on the highlighted invoice without ticking the checkbox under the Select column.
In the above screenshot we enter a part payment in cash for the selected invoice. A receipt is printed for every payment that we enter. Similarly the same thing can be done for Purchase Invoices, but this time it will be a payment out (we are paying the vendor) and the system will print a remittance advice.
In accounting terms, when we receive a payment from a customer, we credit the customer account, and debit the bank account, and in case we pay a vendor we are debiting the vendor account, and crediting the bank account.
There is another way to enter payments in and payments out, and this is from the BANKS screen. (See the section on the Accounting Module)
When jStock is used as a POS in a retail outlet, the default transaction type is usually set as CASH SALE and when saving the transaction the tender screen will come up followed by the receipt.
This is the Tender screen where we select the payment type and enter the tender amount in case the customer pays in cash so that the system tells us how much change to give back to the customer. After pressing the Continue button the fiscal receipt will be printed.
When we create an Invoice against a customer account and press SAVE an intermediate screen comes up.
There is no Tender screen when it is not a cash sale. This intermediate screen before printing the invoice, gives us the chance to enter missing information about the client and also to select the invoice layout and/or select a different printer or even the option to send the document by email.
To close the day and/or sift we usually print what is called the z-reading. This is done from the PAST TRANSACTIONS tab and then pressing the button Z Reading (bottom left hand side)
The system will ask you if you want to print a new z reading which will include all the sales done from the previous z-reading, or if you want to see all the z-readings which were issued so far.
When we press NO to see the previous z-reading we get the following screen.
The above is useful if you want to print a summary of all z readings issued within certain dates, like for example when filling in the tax return and your accountant asks for a summary of the z-readings issued in the last three months.
Related to the day closing, there is a feature [Ask for cash total before printing z-reading] (From the MORE SETTINGS screen), which when enabled will pop up a screen before printing the z-reading, where the user can do a cash count and enter the number of coins and notes in the cash drawer.
Once you press CONTINUE button, the system will print the zreading and tell you if you are under, over or if it was a perfect match.
Two very important values to fill in when you enter your products in the system, are the re-order level and re-order quantity.
Once we specify the re-order level and quantity, the system will inform us when particular products have reached their re-order levels and it’s time to do a purchase order to the supplier.
The re-order screen which can be access from the main dashboard, will list all the products that have reached or are below their re-order levels.
If we have linked the product to a default suppliers, the system is capable to automatically generate all the purchase orders that we need to send to the different suppliers.
This automatic process saves a lot of time, and its more efficient then having to create all purchase orders one by one.
At the end of the process, once the products are delivered by the supplier, we simply need to find the purchase order and change it to a purchase received (or even to a purchase invoice)
Once we change the purchase order into a purchase received / purchase invoice and save the transaction the stock levels will be updated.
The Deliveries screen shows all the scheduled deliveries for a particular day. From this screen we can print out the picklist report which lists all the items that we need to pickup from the stores for the deliveries scheduled on that day.
The first part of the process begins with scheduling a delivery. So for example you have an invoice of a customer, and you want to set the delivery date & time for the items on that invoice. We do this by pressing the DELIVERY button
The following screen, will come up where we can enter missing details about the customer, such as contact number and address information. Here we enter the Shipment Date (Delivery Date) and Time, and we select the items that shall be delivered on that date & time and press the CREATE (ADD TO DELIVERY SCHEDULE) button.
Once items are scheduled for delivery, they will appear in the DELIVERIES screen once that day on which the items were scheduled is selected.
From the Deliveries screen we can also print out the invoice(s) from the item(s) that will be delivered showing and deposits and balance to be paid at delivery.
The Customers screen is used to manage all the information about your customers. From here you can enter general details about each of your customers, view their activity, create appointments for each individual customer, enter special prices per customer, print their
statements, and much more. This module is common to all systems.
The screen is subdivided into several tabs, with each tab containing specific information about the selected customer.
Apart from contact information such as first name, last name, gender, address, nationality, email, mobile number etc there are some important fields that need some more explanation, and these are the following.
The account number is assigned automatically when creating a new customer and refers to the account number in the Accounting Module. You can change this manually as well if you need.
The Client Type determines which product price the system will choose when doing a sale for this customer.
In the PRODUCTS screen each product has up to 6 price levels with the default being the Retail Price.
By default when creating a new customer it will be set as a Retail Type of client and the system will always select the retail price. But we can change this to for example Whole Sale 1 type and the system will choose that price. If we do not specify these other price levels the system will always fall back to the Retail Price.
The Nominal Account No is related to the double entry system in the accounting module. Usually when we create an invoice for a customer we debit the customer account and credit the Sales account. When we put a different nominal account number for a customer, the system will credit that account instead of the default Sales account. This same feature can be found under the Suppliers (Creditors) screen when entering purchases.
Another accounting related option is the vat code of a customer. By default when we do a sale the system will fall back to the default vat/tax code for the sales, but if we specify a different vat code for a customer , the system will select the specified vat code. But there again, if in the same invoice we have invoice lines with different vat codes, at the end when doing the dual postings in the accounts the amounts will be grouped by their respective vat codes when posting the debits and credits.
The % Disc. field is used to give a general % discount for this client for all the products. This will override any individual item/product sales or discounts.
Under the 2nd tab other we find more information such as
Under the 3rd tab, we can have customer special prices. Recall that each product can have up to 6 price levels (retail, wholesale 1,2,3 etc) , but if this is not enough we can have special prices for each customer.
The Activity tab shows all the activity for the selected customer including all cash sales, invoices, credit memos, payments etc.
The Appointments tab is used to see all appointments for the selected customer. We can create an appointment from this tab for the selected customer, which will then be visible on the Appointment calendar.
The Products tab, is used to assign certain products to a customer. When you are a reseller it is very common to have certain customer habits and they tend to buy most of the times the same set of products. By using this section you can mark those products as “favorites” for that particular customer. The result is that when you are in the middle of a sale for that customer, you can filter your product list and see the customer preferred/favorite products.
From the Customers screen there are the quick options to create a quotation, a cash sale, an invoice or a credit note directly by opening the Transactions screen with the customer already selected.
The memberships module is another CRM feature in our systems and is ideal for Gyms and other business offering any sort of recurring membership fees. This can be accessed from the Customers screen.
We start by entering the different types of memberships from the Memberships Types button.
Once we set all our different types of Membership, we can assign a membership to a customer as follows
In a Gym scenario, you can check in and out members, so that you have statistics on how many time a particular customer used his membership.
In case of jTicket or POSeidon there is also another screen with some more features.
For example we can send emails or sms to members telling them that their membership will expire soon.
The Suppliers screen is used to manage all your vendors / suppliers. From here we can also see all the activity for each vendor, or assign products to suppliers, or print statements, etc. This module is common to all systems.
The suppliers screen details tab is similar to the customers but with some supplier related fields such as
Under the Activity tab you see all the activity (purchases invoices and payments) to the selected supplier.
And under Products tab you see all the products linked to the selected supplier.
To link a product to a supplier we use the STOCK/ITEMS screen.
We enter the cost price for the item from that supplier and also the vendor code and press the Add Supplier button to link a product to a supplier.
One important thing to understand is the difference between product cost price and the landed cost price.
The above two images show the supplier cost price for a product and the landed cost price for the same product. The difference is the shipping costs to get the product from the supplier to your stores.
When we do a purchase invoice for a product the supplier cost is automatically updated to the latest cost price. The difference between the supplier cost price and the landed cost price is usually automatically calculated when we do a shipment.
From the Suppliers screen there are the quick options to create a purchase order or purchase invoice directly by opening the Transactions screen with the supplier already selected.
jStock POS can monitor your expiration dates and report back when some item is going to expire. In the STOCK/ITEMS screen where we enter all our products, under the forth tab where we can enter location quantities, or serial numbers, there is also the option for every consignment to enter an expiration date. So for a particular product, you can have different batches which expire in different dates.
The following report will help us identify which item is going to expire
By default it shows the expired stock, but we can filter with stock that will expire within certain days. We can filter by supplier, or by location and it gives us the option to do a stock write-off for the expired stock.
All our systems are equipped with a stock taking module where by a company can do a stock take every period of time to double check the system stock levels.
The stock taking screen can work in combination with a data collector, where by in large warehouses you go and take the numbers section by section by using a small portable data collector, and every now and then you go upload the information into the main system.
The same screen is touch enabled so to make it tablet friendly just in case you prefer to go around the warehouse with a tablet in your hand where you actually see the whole system.
When you scan a barcode for an item and tell the system the real physical quantity, the system will show any discrepancies against the system quantity.
For example in the above screenshot we scanned the barcode (or selected) product P1 and entered 88 as the real physical quantity, but the system had 89 as a quantity making a negative difference of 1.
Once you are ready with the counting, you need to update the system quantity with the real quantities for each item. And this is where we press the UPDATE STOCK button.
An important option to know about is the one highlighted above “Update Stock Quantities (When not selected it will add to stock)
If we are doing a stock take this option has to be selected (checked), so that when we press the UPDATE STOCK button the quantities will be replaced by what we counted.
The same screen can be used to add quantities to stock, and this is why there is this option. Usually this is done through a purchase order and then when stock arrives you change it to a purchase received or purchase invoice. However this screen offers you the option to add to stock as well and can even create a purchase invoice for you.
All changes in stock levels will always be listed in the stock movements report, so do not worry what ever happens to your stock levels there is always an audit trail of it in the STOCK MOVEMENTS screen.
The Gift Vouchers screen is used to create Vouchers which can then be redeemed by the customer.
When buying a gift for someone, it is common to ask for a gift receipt just in case the person for whom you are buying the gift needs to come back to the shop and exchange the item with something else. The only difference between a gift receipt and a receipt is that on the gift receipt there is no price printed out.
To print a gift receipt we thick the following option before we print the receipt.
Or if you have an invoice you press the following checkbox.
When shipping goods from abroad we can use the Shipments screen and add freight expenses, insurance expenses, custom expenses etc so that the system can calculate the landed cost price for each product that we buy.
When creating a new shipment we enter the origin of the shipment and estimate date together with any travel, freight, duty, insurance expenses.
Once we create the shipment, we have to select the purchase orders or purchase invoices that are part of this shipment. The idea behind all this, is so that at the end we press the Re-Calculate Landing Cost Price button and have the system automatically calculate the landing cost price of each item in that shipment based on a selection criteria which is either by weight or by quantity or by item price.
jStock POS comes with a workshop module for when you provide a repair service. When a customer comes in the shop with an item that needs report, we create a job sheet where we enter a brief description of the damage and what needs to be done to repair the item. Finally once the item gets repaired we can enter a brief description about the repair job, we can enter the parts from stock which were used to repair the item, and also the hours taken to do the job. We can tell the system how much to charge the customer for the labor per hour, and finally issue an invoice to the client showing all the parts used to fix the item.
When we go to the Workhop module we get the list of not yet closed job sheets. There are various filters on top to search by job sheet number, by date when the job sheet was created,etc.
The following screenshot shows the details of a job sheet, which include the details about the client, the model number , serial number of the item, a brief description of the problem, engine number (if used in a car repair shop) and other things. There is an option in the SYSTEM SETTINGS screen, under the MORE SETTINGS screen to optimize the workshop for mobile repair shops (which is ideal for most electronics shops). You can take photos of the item and add more information if we go in the ATTACHMENT button.
You can assign the job to a staff member, or enter the parts needed to fix the item.
Finally you can enter the hours taken to fix the item, like this when we print the INVOICE the system will work out the total price that the client needs to pay which is usually made up of the parts utilized from stock and the labor hours.
The rental module can be used to rent out products to customers e.g. car rental company.
When we enable the To Do option from the SYSTEM SETTINGS screen another tab is added to the Workshop module.
If you have your to dos in a job sheet, the same information will appear under the customer card under the To Do tab.
This section of the system is used in factories for building products from raw material.
The main production screen looks as follows, where you see the list of pending orders and the state of each order (whether is under production or not).
The key factor in the production is to tell the system the product components that are needed to build a new product. It is like the recipe to build a product, and this is entered from the STOCK/ITEMS screen through the COMPONENTS button. We can tell the system step by step how to build a product, including the men hours needed.
The Appointments module is idea for salons and barber shops because they can schedule all their appointments for the different services they provide. Once the customer arrives then can then issue the receipt for the service(s) rendered.
The main view of the appointments screen shows a vertical column against time of the day for each employee you have. In the above screenshot we have two employees to which we can add appointments. To add a new appointment simply select the date, and click on a timeslot under the respective employee to which you want to create the appointment. Once we click on a cell, the customers screen opens for us to select the customer who is requesting the appointment, followed by the appointment details screen. To select the customer simply double click on the customer from the list of customers.
Before we create the first appointment, we need to enter the services that we provide to the customers.
Each service has a price and a duration in minutes. We can assign a color so that we can see all the appointments for the day color coded for easier visualization. We can also give a percentage commission for services, like this we can pay our employees a commission based on the service types rendered.
Once we have entered the list of service, and clicked on a cell to create the first appointment and selected the customer, the appointment details screen comes up.
We need to select the service (we can have more than one service for the same appointment) and the time to field will be automatically filled (since the system knows how long each service takes) Finally we press the SAVE button.
The project management module offers you the option to group together invoices and purchase invoices related to the same project so that you can see how much profit you did on a particular project.
The main screen looks like the below
On the left hand side, you have a list of projects which are ongoing or archived and on the left hand side you have all the sales (invoices) of one particular project and all the costs (purchases) of that same project. The system will show the profit for every single project and the percentage completion.
In this section is about re-sellers that supply products to other shops, and make use of sales persons that visit shops taking new orders. Usually such sales persons make use of tablets where they can show the products that you offer,and also take an order, which will be subsequently delivered.
The event management module can be used by event organizers to plan all the resources for a particular event.
An event has a venue where the event is taking place and a date. We start by selecting the customer who is paying for the event. We need to prepare for an event by adding all the pre-event dates and preparation and resources assigned to do certain jobs. At the end of all this we can then generate an invoice to the end customer which will be automatically generated based on the material from stock used (rented out) for that particular event, based on the hourly rate and man power used in the preparation of the event, etc.
To prepare for an event we need to make use of stock, for example if you are an audio&visual company providing sound and visual for mass events, you will need to assign a certain amount of stock to cater for upcoming events. We checkout items from stock for an event, like this we know how much we have left in stock to cater for other events which can be happening in the same time.
The system will give you a complete list of to do (checklist) ordered by date, operation type, resource etc. It has an availability chart showing you in which dates you might end up with not enough stock to handle all your future events. The system can also create a pick list of material from stock that you need to deliver to the event venue and even assign the vehicles with which you will be carrying this material.
The reporting features of jStock POS are very vast and you can practically query any kind of report. The best part is that the data can always be exported to excel file for further ad-hoc reporting. One of the main reporting screens is the following one
The REPORTS screen is divided into three main tabs. The first tab shows transactionized list, the second tab will show itemized lists and the third tab shows summary (grouped) lists. The upper section is where we select the date range, the type of transaction we want to see (like for example all cash sales, or all invoices, or all sales etc) and more filters.
The above image show the 2nd tab where we see itemized records.
The above tab show summaries for the reported data. For example you can see the sales grouped by vat/tax code, grouped by payment method, grouped by items, grouped by supplier, groped by customer .etc.
There is also the statistics screen which can be accessed from the following button.
The Statistics screen will show a yearly view of the sales, costs, tax and profit, sub divided by month. From the same screen you can get a list of the best selling product by turnover or a list of the best returning customer, or best salesman, etc. You can also do forecasting report for an upcoming period of time.
Finally there are more reporting screen which are listed under the Report menu option.
The price checker screen is commonly found in super markets where you can scan an item and the system will tell you how much it costs and if there are any special discounts on that item. The price checker screen can be accessed from the following button
In the Price Checker screen you can also scan your customer loyalty card, and the system will tell you how many points you have accumulated so far.
jStock POS is an enterprise level ERP system which can be customized to work in various business environments. All these settings are accessed from within the SYSTEM SETTINGS screen.
In the first tab shown above we can enter the company basic information including the tax/vat number and main tax % used (still each product can have a different tax %) From here we can also enter some accounting defaults, such as the debtor and creditor grouping accounting which will group together the debtors (customers) and creditors (suppliers) on the Chart of accounts.
We can also access the VAT/TAX Codes screen where we can enter all the vat/tax codes to tag each transaction line.
In the 2nd tab, we can enter multiple locations and set the location of the current system so that stock is deducted from that location. In this tab we also select the default currency that we will be using, and enter any secondary currency and/or currency factor conversion rates.
The third tab has more settings, that we can alter such as payment methods, unit of measure, and more.
The 4th tab is the report designer, where we can alter a good part of the system reports.
Finally there is the MORE SETTINGS screen which can be accessed from the 3rh tab by pressing the MORE SETTINGS button. In this screen we will find the rest of the settings, and there are some important settings which will expand the system even more, by enabling more modules.
In jStock you can do sales and purchases by using the same screen, because we select a different transaction type for both sales and purchases. The transaction types screen shows all the possible transaction types that we can create and we can further customize the system by adding new transaction types if required.
What is important is that we tell the system how stock will be affected and if this transaction type is a sale or purchase or neither of both.
A good example is a Quotation transaction type
That does nothing to stock levels and its neither a sale nor a purchase and will never end up in the accounts module.
An Invoice transaction type on the other hand will deduct stock quantities and its a sale meaning that it will post against the debtor account.
For each transaction type we can set other options such as the following
When in the Sales/Purchase screen, and we press ADD button a default transaction type is selected. This behavior can be changed from the Transaction Types screen.
Each transaction type has a set of statuses which the transaction type is in. Statuses are a good way to implement your business workflow. When we go under Past Transactions tab in the Sales/Purchases screen we can filter transaction also by their Status.
By default when a transaction is created it has NEW status. You can change the status of a transaction by first selecting the transaction and pressing the STATUS button.
The system will keep track of the date and time when a transaction changed the status and by whom. We can create further transaction statuses or rename or remove the ones we do not need from the Transaction Statuses screen.
In the Transaction Status screen we can design our desired workflow and we can tell the system to which transaction type each status belongs.
In the following screenshot, we have created two custom statuses called Project Initiated and Project Completed.
We have assigned both statuses to Project transaction type, so that only when the transaction type is a Project we can use these two statuses. Also we have put a 1 in the Step No so that when we create a transaction type of type Project the initial status is Project Initiated and also entered 30 days so that the system will inform us if the Project transaction is still under the status Project Initiated after 30 days.
jStock POS can be integrated with an online ecommerce shop built with wooCommerce and wordpress or else with magento. If you open the Web Administrator screen from under the Administrator menu, you can see that with a click you can upload all your products onto your online shop, and also download any orders coming from your online shop into jStock POS.
The following is an example of a wordpress website with woocommerce with all categories, items and pictures uploaded with a touch of a button from jStock POS
When a new order comes in from your online store, a receipt will be printed on the POS showing the details of the order, and stock levels will be automatically deducted and updated on your online store.
jHotel PMS is a property management system which can be used to manage hotels, guest houses, rental apartments and includes features from jRestaurant POS so to manage the bars & restaurants within the hotel. The main menu looks like this
Or if you opted for the classical UI it will looks like this
jHotel PMS
Introduction
A property management systems that can manage all departments including restaurants and bars. This property management has incorporated HR and Payroll functions, accounting and much more. jHotel PMS can also be integrated with channel managers to download bookings from your website or from channels like Booking.com, Expedia, AirBnB, etc. In this short user manual we will explore some of the main modules of the system.
Main Menu
The first thing that you notice when logging into the system is the information bar showing important information for today.
You have the number of expected arrivals for today, the check ins done today, no shows, stay overs, departures, checked out guests, early checkouts, cancellations, booked (reserved) today, available rooms at the moment, and unassigned reservations (meaning the room was not allocated to the booking)
This information is crucial to have it at hand all the time. You can easily click on the number shown on the screen and see which are the reservations in question and take further action.
The first screen we will be talking about, it the Hotel Maintenance screen which is used to create new properties since this is a multi property management system. In other words you can have more then one hotel being managed by the system, each with their own rooms and prices.
From the above screen shot we can see that at the moment we are managing only on property, but we can easily create new properties by simply adding new ones from this screen. At the bottom we have various information about the selected property such as the following
In the above tab we have the general information such as name of the property, address , contact numbers etc.
In the Special Offers tab you can add offers such as you stay for 4 nights and you pay for 3 nights. Such offers can be entered if you book only within certain dates. You can have this offer as a general offer or else you link it to an agent. jHotel PMS is not just a property management system but also a tour operation system, because you can have prices specific to certain agents or offers given to certain agencies only, but we will talk later about such things.
In the 3rd tab you can enter your cancellation fees and minimum stays restrictions in you have one.
Under closing dates tab, you can enter any closing dates when your property will be completely shutdown and not available for guests. The system will not let you create reservations for such dates.
Under the room allotments tab, you can enter room allotments which are valid if you book within certain dates, and have a release date. This is similar to how airlines work, they reserve a set of seats to specific tour operator which have to be booked prior certain amounts of days, and the same applies in the hotel industry, where a hotel can reserve a certain amount of room to specific tour operators (agencies) which have a release date, meaning that if the tour operator does not book all his allotted rooms by a certain date, then those rooms become available for the general public.
Under the Stop Sales tab, we can add stop sales by room types for certain periods of time. For example the “Luxury Sea Front Rooms” have a stop sale between certain dates. Stop sales at the end are not used too often, since if the system has the number of rooms for each room type , it will automatically block you once you have reach the maximum number of reservations for that room type for the same night.
Under the discounts tab you can add general discount on reservations and you can also assign such discounts to specific agencies. For example if booking.com is an agent entered in the system, you can give a 5% discount if you travel between certain dates.
The last tab is about child policy if you have one in your hotel.
Room Management
Next screen we are going to look into is the Room Mangement screen where we can enter the prices for the different room types in our property, and were we can enter the room numbers, or enter the different board types (meal packages) that we offer at the property.
The screen looks like this
You have seven tabs which are the following
1. Rooms (where we enter the room numbers)
2. Room Prices (where we enter the prices by room type)
3. Board Prices (where we enter the board prices)
4. Room Types (where we manage the different room types offered)
5. Board Types (where we manage the different board types offered)
6. Supplements (where we enter daily surcharges by room types)
7. Allotments (where we see the allotments per room type)
Before we continue it is important to understand the role of the following section
This is a filter which by default is on the property, but we can choose an agent from the list of agent and we will be seeing the prices for that specific agency. Or we can filter a market and we will be seeing the prices for that specific market. In hotel industry its common to create what are called markets to categories different types of customers.
Back to the first tab where we create the room numbers for each room type. It is important that we enter all the room numbers that we have in our property by room type. Also note that jHotel PMS is integrated with Open Key which is a leading company for virtual room keys. This means that if you have such an integration your guests will be able to open their rooms by using their mobile phones.
Lets continue with the room prices, which can be entered from the 2nd tab as follows
When it comes to room prices there are various option to choose from per person or per room, you can give a different price for a child, or for a 2nd person, you can give a price for a weekend, or a weekly price, etc. The most common in hotel industry if the daily price per room, but there again the system should accommodate any type of property price structure. Each price can be for a specific traveling period and you can nest periods and the system will pick up the correct price when a reservation is being made.
Same concept applies for the board prices
Here you can enter your daily board prices and you can even link this to a specific room type, even though its common that a board price is the same no matter what room type you have reserved.
Then we come to the section where we can manage our room type descriptions
And also our board types
And then there are the surcharges which usually are related to the season in which you are travelling. It is common on hotel industry to split the year into three seasons low, mid and high season. In the following section you can enter any surcharges that you have to pay extra per night for travelling in that specific season
Finally we come again to the room allotment section.
This is the same as we saw before in the Hotel Management screen but it is included here are well for easier accessibility since we are working on room management it hand to have it this section as well.
Now we will be talking about the two main tools which will be used by your reservation and receptionist which are the room plan and the client folio. Basically the room plan is the visual representation of all your rooms by dates where you see all the reservations, and the client folio is the screen showing all the information about a reservation. In the previous section we saw how to manage you different properties by enter prices and other things, and now we are going to see how to create new reservations for a property or how to check-in a guest, etc.
So here it is the room plan
Its very straight forward with all your rooms vertically and dates horizontally. From here you can do practically everything. You can create a new reservation by simply double clicking on a cell
In the above screenshot we double clicked on the first cell which is for room 100 and 4th Nov and the system opened the quick reservation screen, where you can simply enter the first name and surname of the main guest the number of adults and children and room type and board type the guest needs. You can check the price instantly and create the reservation (and even assign it to room 100) within seconds.
Once you press the Continue>> button to create the booking then the Client Folio screen will open and you can press the SAVE button.
Before you save the booking you can enter further information if required. Once you save the booking and go back to the room plan you will see it on the screen.
The bookings show in color coded boxes showing the different states of a booking.
If we go back to the Client Folio screen the bottom section has different tabs showing different information about the reservation. There are in total eight different tabs each showing specific information about the booking.
In the first tab “Booking Details” you see the basic information such as from and to dates and number of nights, the main booking person full name, the status of the reservation e.g. confirmed, whether the client is checked in or not, etc.
In the 2nd tab we see the room and board the client has booked. Note that this system allows to have more then one room type booked within the same reservation. Lets say this is a group booking and there are several rooms booked and each room guest has a different meal selection.
In the 3rd tab we see the finance part of the reservation i.e the selling price of the reservation including the room , any additional extras, any drinks taken from the bar and which were billed on the room,etc. From this section we can also enter client payments against this reservation.
Under the 4th tab we enter any additional guest details.
Under the 5th tab we can add additional services requested by the customer such as transfers, excursions etc.
Under the 6th tab we can even enter detailed flight information about this reservation.
The 7th tab is use to put some remarks and internal comments on the selected reservation.
And finally the 8th tab is just an overall look at all the services booked in the reservation. This get pretty handy when you have a large group booked under one reservation and they have different rooms, different transfer requires, they booked different excursions on different dates, etc. Like this you see all services listed one after the other in date order.
When the client arrives at the property the front desk personnel can do the check-in process directly from the Room Plan screen by simply double click on the room number as follows
Another way to see the list of arrivals and continue with the check-in process is from the main menu. By simply double click on the number of arrivals you get a screen showing the reservation numbers that are arriving on the day.
Double clicking on the reservation opens the client folio screen and after pressing the EDIT BOOKING button you can change the status of the reservation as checked in.
But before doing so, usually the receptionist will ask the customer to pay the outstanding payment of the reservation. To enter a payment simply go under the Finance tab and press the ADD PAYMENT button.
Once a reservation is checked in the main menu dashboard will move it under checked in.
A similar process applies for the check outs, i.e. you will see the number of departures for the day, you can double click to see the list of bookings departing on the day and mark them as checked out. Before a reservation can be checked out, if there is any outstanding bills they have to be settled (like for example any drinks took at the bar and put on room charge or any mini bar items)
Now lets talk a bit about the house keeping features of the system. Usually before a customer is checked in his room, the front desk checks with the house keeping department whether the room is clean. The system can also be used by the house keeping staff to change the room status once a room is cleaned, or also to enter any mini bar items consumed by the current guests.
When a room is set as cleaned it will show in a different color in the room plan.
Opening the Cleaning Report you can see the different color codes assigned to different room states.
From the Room Cleaning report you can assign house keepers to room numbers. Each house keeper will have access to the same system by using a tablet, and they can see the rooms assigned to them and mark the room as cleaned once the job is done, and also add mini bar consumptions.
From the same window that pops up when you double click on a room number, you can also report a task for the maintenance department or open a check list of items so that the house keeper has a to do list for each room.
For example pressing the Maintenance Tasks button will open a screen where you can add a task for the maintenance departments.
Or if you press on the Minibar Consumption button opens a screen where you can add the items consumed from the minibar.
To have a product appear in this mini bar consumption screen we have to set the mini bar check in the STOCK/ITEMS screen.
To know more about the stock control features including the bar/restaurant operations please take a look at the manual or youtube tutorials of jRestuarant POS which is a subset of jHotel PMS meaning that all the features for restaurants and bars are all included in jHotel PMS. Once we add some products and set them as mini bar items the minibar consumption screen will show them as follows and the housekeeper or the person in charge of the minibar consumption will enter the quantity of the consumed items and press the ADD CONSUMPTION button as follows.
Pressing the Checklist button opens another screen showing the list of tasks to be done for each room.
In this tutorial we have created a reservation of one night. Now lets assume that the customer went to the bar and took two beers and decided to put the bill on the room. This is how it’s done from the restaurant pos side. Basically we select the payment method “Room Charge” and enter the room number.
If we had to open the client folio for this booking you will see two new entries for the two beers the customer took at the bar and for which he did not pay.
On the day of departure, we try to Checkout the same guest, but the system will prompt that there is an outstanding payment for this reservation.
Than we open the Client Folio and enter the remaining payment as shown below.
After that the system will allow us to checkout the guest and from the main dashboard the reservation will move from the departure list to the checked out list.
In all our systems we have a loyalty module where each customer gets a loyalty card which he/she can use to accumulate points when ever he purchases some item or service. In jStock POS it can be used to accumulate points which can then be redeemed either by free staff or else an automatic voucher. In jHotel loyalty cards are also known as guest cards and we have some additional functionality whereby the guest (customers) can even top-up their cards with money. Basically like when you are on cruise ship and you add credit to your guest card which you can then redeem at any bar & restaurant on the shop. Same feature is also available in jRestaurant where by you can pay for your food by showing your loyalty card.
The loyalty cards screen shows basically all your customers, because each customer has a loyalty card by default.
From this screen you can take a photo of your customer and print the loyalty card. It could be a plastic card or else and RFID card.
From the same screen you can top-up the card with credit so that you can use your loyalty card as a credit card to buy services.
The main reports screen which can be accessed from the main dashboard and even from within the Clienfolio looks like this
At the top part of the screen there are various filters you can change such as date range, booking status, created by, hotel name, agent, market and also some default reports.
There is also the Statistics screen which looks like the below
You can have daily, weekly, monthly or yearly statistics grouped by hotel, agency, market and also by nationality.
These reports can be also user specific, meaning that we can filter the data per user. In the More Settings screen there is the following option
When this is enabled, and you try to login the system you will get the following prompt
“Press YES to continue with previous shift or NO to create a new shift!”
When we open the reports screen we get the following window
If your username is an Administrator you can leave the two option empty like this you can report on all the data, but if you are a normal user the option to change the user will be disabled and you will be able to issue reports the shifts in which your username was logged into the system.
It is like we are tagging all the activity happening in the system with a user and a shift. This will enable us to issue all the reports per user (also commonly referred to as the night audit)
From the Dashboard we can also access another interesting totals report.
The above report shows yearly sales, costs, tax and profit. From the same screen we can access another report called Hotel Satus.
The information provided in this report helps management taking effective decisions regarding the future of the property.
jHotel PMS has tour operator features and enables you to enter all your agencies with their special prices and restrictions.
From the Agents screen we can set various settings for each agency, such as their commission, the hotels that they are allowed to sell, special hotel and service prices and more.
jHotel PMS apart from managing your properties, it can also be used to manage any other services you offer to your guest, such as excursions, or airport transfers, or car rental. In fact we have a module just for that and it is called Services&Prices
The first thing that we need to do is to open the Service Types screen and see if we are missing any type of service that is offered at the property.
Once we have all our service types we can proceed to create our first service. For example for a car rental service we check the option “Price not per pax (But per day)”
We can also select the supplier who will provide us with the car rental service and enter the cost price.
For each service we can enter service options and an additional price added to the total price for that service. Like for example in car rental if you get an extra child seat.
When dealing with excursions with limited availability and different time schedules, we can make use of the 4th tab where we can enter the date and time for each excursion offered and also how many pax can be booked per excursion.
Then from the client folio we can book this excursion from the Extra Services/Addons tab
The system will take from the allotment for that day, if the service (in this case an excursion) has date options.
For the guides that are providing or organizing the service there is the Service List report which can be used by the taxi company for example to print out the list of guests requiring the airport transfer.
The same report can be used to assign a representative (tour guide for example), or to assign a transport type (for example a coach if its a big group or a mini van if it a small group) and even to assign the supplier (which usually if a partner the property works with) that will provide this service.
This PMS has even a module for dealing with flight details, helping reservations when adding flight details to a reservation.
Once we enter all arrivals and departures for scheduled flights, it get more easier to enter flight details while doing a reservation, because we can select simply enter the flight number and the system will fill up the rest.
We also do ticketing point of sales for science centers, stadiums, museums, event (seated or not seated) organizers with people passage control through turnstile and gate integrations.
The system can be used by tour operators to sell your tickets, it can control turnstile operations when admitting people in, it can be integrated with an online ticket selling website, it can be used in a kiosk mode for selling tickets automatically and much more.
Please contact us if you want to know more about out ticketing software.
All our systems merged into one huge ERP software which makes it ideal for a amusement park having a hotel, retail outlets and ticketing boots.
This system can be used in a huge variety of business models being a restaurant, a hotel, a retail outlet, a factory, a traveling agency , an event organizer, and much more.
POSeidon is on request only, so in case you want to know more about this software please do not hesitate to contact us!
All our systems are equipped with a solid accounting module so that every sales or purchase you do ends up in the accounting system. When you do a sale the total is debited to the debtor account (customer) and the net sale is credited to the sales account (or nominal you choose) and the tax/vat part is credited to the output tax account. When a payment is is done we credit the customer and debit the bank account (based on the payment method)
The same concept when we do a purchase where we credit the supplier (creditor) and debit the purchase (or nominal) account and debit the input tax account. And when we pay a supplier we debit the supplier and credit the bank account (based on the payment method)
This is the basics of the dual posting where the accounts are in balance if the total debits are equal to the total credits.
The main accounts screen is the following
Where we have all our accounts and for each account there is the total debit and total credit. Accounts are said to be in balance when the total debits is equal to the total debits.
All this information is automatically filled by the system when you do a sale at the bar, or when you do an invoice to a customer. You do not have to worry about any of this accounting staff, but it is good to know that how the system is working in the background it is the same as how a solid accounting system should work.
You have access to standard accounting reports such as “Trial Balance” or “Profit & Loss” or “Balance Sheet” by a simple click.
You can print out (or email) all your statements to you customers by simply clicking one button.
To see all the activity of an account simply select the account and you will see all the activity for that particular account.
If we create an invoice against a customer and enter the payment there will be postings done in the background against different account nos. In the following example we create and invoice and then use the PAYMENTS button to enter the full payment for it.
In the accounts this is what happens (open the ledger postings screen)
There were five postings in total, the first three postings are part of the sale, and the last two refer to when we have entered the payment. This is accounts in action, and the fun part is that its done automatically for you without worrying about anything.
When installing the system we have to enter and missing vat codes. Access to the vat codes is from the SYSTEM SETTINGS screen.
In case of jStock
Or in case of jRestaurant and jHotel
The screen looks like the below
If there are any missing tax / vat codes you can add them, or remove the ones you do not need.
Each vat code has a code, a percentage and you can decide whether to include or exclude it from the vat return report. Also each vat code is either an input (purchase) or output (sale) type, meaning that if you are doing a purchase you need to claim that vat and when doing a sale you have to pay the vat you are collecting from your customers to the government.
The system will not allow the user to enter a different vat/tax percentage while doing a sale or while doing a purchase, and this is why it is important to enter any missing vat/tax percentage for your country. For example if in the STOCK/PRODUCTS screen by mistake you enter a percentage that does not exist in the Vat/Tax Codes screen the system will throw an error message.
When using the ADD SERVICE button while doing a sale or purchase, we have access to choose the vat code.
When installing the system we should spend some time to organize the chart of accounts so to adapt the default chart of account to your business. If we print the chart of accounts
We can see that its made up of grouping accounts to group together similar accounts. By default we have DEBTORS, CREDITORS and EXPENSES accounts which are a type of grouping account.
To create or edit or delete accounts we have the following three buttons.
For example if click on the DEBTORS account and press the EDIT ACCOUNT button
We see that this account does not show on the Balance Sheet and not even on the P&L (Profit & Loss) but it is just a grouping account so as to group similar accounts on the chart of accounts.
When we create a new customer or a new supplier from the CUSTOMERS and SUPPLIERS screen, there are certain fields that are important for the accounting system. We are referring to the account number , nominal account, and default vat/tax codes.
By now you should have noticed that unlike other accounting systems, our accounting module can accept account numbers also as alphanumeric meaning that it is not just a numeric value.
For a normal user, there is no need to worry about these three fields because if left empty, the system will assign the a default value e.g. C2 standing for Client 2 or else a part of the name of the supplier, the contra account (nominal account) has a fallback to account 2003 for customers which is the SALES account and 2003 for suppliers which is the PURCHASES account. The later defaults can be changed from the TRANSACTION TYPES screen where we can tell the system which default contra / nominal accounts to use when posting an INVOICE for example.
In the Transaction Types screen apart from changing the behavior of the dual posting for every transaction type, we can also decide whether a transaction type should be posted or not in the accounts module.
In the above screenshot, we see that a PURCHASE ORDER transaction type will not affect the accounts module, meaning that nothing will be posted in any account.
Returning back to our chart of accounts, if we edit a debtor (customer) account we see that it has different properties.
A debtor account will show on the balance sheet, and its of type Debtor and usually we put it under the DEBTORS grouping account so as to show neatly when we print or view the chart of accounts.
In this section we talk about what are called Nominal Codes. When we do a purchase the system will post the debit side to the PURCHASES account by default. But ideally we should create different accounts for the different types of purchases or expenses. We can create an account for fuel expenses, or for electricity expenses or for the different types of goods that we purchase, like this our chart of accounts is more self explanatory with a better breakdown of all the debits and credits of the contra accounts.
By default the system creates some standard nominal codes under the Expenses account.
Nominal codes can be applied also for the sale, if we want to split the sales based on the types of sales that we have. To create a new nominal code we simply press the NEW ACCOUNT button.
We select the Control/Nominal option and also we put this account under another account like for example EXPENSES , or OVERHEADS or PURCHASES or SALES, like this they are organized when seeing the whole chart of accounts.
Till now we said that when ever you do a sale or a purchase or you create a hotel booking or cash out a restaurant customer, all the postings go into the accounting system automatically and we do not have to worry about any of this accounting staff. But the system allows for manual posting which is usually carried out by your accountant.
We have two ways to do a manual posting. The first way is from the ACCOUNTS screen, where we select the account to which we want to post a manual entry.
We enter the amount, select the transaction type, decide whether we are debiting or crediting this account, put a reference and then press the POST ENTRY button and the system will pop up a window where we have to select the contra entry for this debit or credit.
The second way to enter manual postings is through the BATCH JOURNAL ENTRIES screen.
Here we can post multiple entries at the same time.
The banks screen is used to manage your bank accounts , do bank reconciliations and also to enter payments in and payments out.
Under the 2nd tab we can see all the activity for the selected bank account.
And it is from this tab, that we can also do bank reconciliations.
When we select the Bank Reconciliation checkbox you will see another column “Select” so that we can select the bank entries that we need to reconcile. Finally once we press the Reconcile button the Reconciled Balance will be updated.
The Actual balance or in other words the System Balance, is automatically updated when we add a payment in to an invoice, or when we add a payment out to a purchase invoice. In theory if we reconcile all bank activity entries, the reconciled balance should be equal to the actual balance (system balance).
Under the jStock section we saw that we can enter payments in and out from the SALES/PURCHASES screen, by going under the PAST TRANSACTION tab, find the invoice or purchase invoice and pressing the PAYMENTS button. This was fairly straight foward, but under the BANKS screen there is a more detailed way of entering payments in and out.
Under the Payments In tab we can select the debtor (customer) , enter the amount and type of the payment and then select the invoices that this payment will allocated to and finally match the payment to the selected invoices.
We can also decide not to allocate the payment to any of the invoices, and simply put the payment On Account by pressing the On Account button.
In the following screen we see that we can also modify the amount under for the selected invoice(s) before pressing the MATCH PAYMENT button.
All these features are available under the Payments Out tab where we do the same thing but instead of accepting a payment, we are paying out our suppliers.
It is the same approach like payments in, but this time we select a supplier, enter the payment details and match it with a number of purchase invoices or else we can also put it on account for that supplier so that we can match it later.
From the BANKS screen we can also do bank transfers (when moving money from one bank account the other)
You simply need to select the source and destination bank account, enter the amount of money you want to transfer and press the TRANSFER MONEY button.
We can print statements for customers and suppliers from either the Accounts module or even from the respective customer and/or suppliers screen.
First select either customers or suppliers option and then you can either send out (printer or email) all the statements at once or else one by one.
In the Customers screen you can send the statement for the selected customer.
And in the Suppliers screen you can also view the statement for the selected supplier.
To submit your VAT return we just need to run one report.
We just need to enter the from and to dates and press the GENERATE REPORT button, and the system will print out the vat return which will include various reports such as sales details, sales grouped by vat code, purchase details, purchases grouped by vat code, summary etc. At the end of the generation the system will ask you if you want to flag all postings as vat reconciled. When we vat reconcile it means the system will lock those postings and will not allow further alterations to that vat period.
Once the financial year is over, and we have produced the vat returns, reconciled all bank statements, etc we have the option to lock and close that financial year. This is optional because the system will automatically create a new financial year and make it active, but once done you cannot post anymore in a closed financial year, and you cannot touch any entries in that closed financial year.
To close a financial year we simply on the Financial Years screen , select the year and press the button CLOSE YEAR.
When closing a financial year the P&L accounts are cleared and the balance goes to the Retained Earnings account.
All systems are equipped to work with multiple currencies, however the accounts are held in one operating currency (the default currency)
To set the default currency in jRestaurant and jHotel we use the SYSTEM SETTINGS screen.
In jStock its the same we use the SYSTEM SETTINGS screen.
In all systems there is a screen to enter currency conversion rates, so that the system knows during a sale how to show the total price in a different currency.
You can add your home currency to the list of currencies in case it is not already in the list of currencies.
You can have a 2nd currency so that the system will always show the secondary currency when printing out a receipt.
In jRestaurant there is the following option under the More Settings screen which will allow you to select the currency your customer is paying with.
In jStock you can select the currency while doing the sale from here
And even at tender
In JStock you can select the currency for the cost price because the selling price is always in the main default operating currency.
Similarly in jRestaurant where the costings are derived from the STOCK/ITEMS screen and not from the MENU ITEMS screen, there is the option to select a different currency for the costings.
All our systems have common HR functions such as an employee database with many HR related functions, a punch clock system and also payroll.
We start by inputting all the employees in the Employees screen.
When we create a new employee, the system will automatically create a user account for that employee in the Users screen and link it to the employee record.
Employees without a user account cannot log into the system and cannot use the Punch clock screen to punch in and out of work.
The Employees screen has ten tabs all with different information about a selected employee. We start with the Details tab where we enter basic information such as full name, contact details, department of the employee, his/her position within the organization, the date of commencement of employment, social security number (SSN), ID Card, etc
Followed by the Unavailable Dates. This is different then the vacation leave tab. In this tab we can tell the system that this employee works only on certain days of the week, or else the employee is unavailable between these dates.
The Assign Assets tab, which is used to assign company assets to an employee. Company assets can be entered from the STOCK/PRODUCTS screen.
Assets can be first requested by an employee from the Assets Request screen which can be accessed from the main menu dashboard.
Once approved by a user with access to approve assets (e.g. by the manager) the asset will show under the assets tab of that employee. People with access to the Employees screen can also assign assets without the asset being requested by the employee in the first place.
The other tab is used to select the grade of an employee, the post within the organization, or to select the union in case the employee is member of some union. There is a section Other which can be used to assign other information to an employee such as fringe benefits e.g. a company car, or a life insurance policy,etc.. There is an option to select the skills of an employee, and also enter any courses certificates the employee has obtained.
From this tab, we can press the TRAINING button to get access to another sub-function where we can assign course requirements to employees, and create new classrooms and then eventually assign employees that require that particular course.
The Reports tab is used to log in reports done by customers about your employees. This applies to businesses where the employees are sent to clients to render a service.
From the CUSTOMERS screen, from the To Do tab you can assign an employee to a customer for a particular service.
And at the end of the month, we can open the Group Invoices screen and generate all invoices from the services rendered by your employees to different customers.
This tab is where we enter all the vacation leave booked by an employee. Same function is also available in the Payroll screen.
From the Sick Leave tab we enter all the sick leave taken by an employee. Same function is also available in the Payroll module.
This tab is used just for internal notes about an employee.
In this tab we can enter more information such as the probation period of an employee, or the notice period in case the employee gives his/her resignation, the type of contract definitive or indefinite. If the contract is definitive we can enter the renewal period, or next day when the contract will be renewed.
In this tab we can build the organization structure, by assigning an employee the employee to whom he/she is reporting to.
Finally in this tab, we can enter various information about the termination of employment , like for example if it was a resignation or else if the company terminate the employee for specific reasons, or when is the last day of work of an employee, unused vacation leave, etc. The last payroll issued for an employee who has resigned will include the unused vacation leave automatically.
And finally the Travel tab is used to enter any company travel paid by the company for a specific employee.
The punch clock screen which can be integrated with biometric finger recognition devices is used by employees to login to the system using their respective username and punch in and out of work.
From the same punch clock screen, an employee can also book his/her leave, which will get approved later by their superiors and eventually get an email from the system informing them that their vacation leave application was approved or rejected.
Finally we come to the payroll module which has many payroll related features so as to cater for the majority of businesses. One thing to understand is that you have two ways to generate a payroll either by using the punch clock provided hours or else by fixed hours of work.
When we select the option “Read from Punch Clock” and press the ISSUE WAGES button the system will work out the total hours worked by an employee based on their punch clock punches. If we do not select this option then the system will use the fixed hours set for each employee to work out the total number of hours worked for that specific period.
We will now go through every tab starting with the Employee Details tab
In this tab we enter various information such as
Under the Wages Issued tab, we can see all the issued payslips for an employee.
Under the third tab, we can enter overtime hours worked by the employee. Note that when we make use of the Punch Clock screen and allow the employee to punch in and out using either either password or a finger biometric device, the overtime hours are automatically entered into the system.
From the same tab we enter any one time bonuses , allowances or deductions for an employee which will then be considered in the next payslip issued.
Under the Vacation Leave tab we enter the vacation leave for an employee. Note that an employee with access to the Punch Clock can also book his/her vacation leave from within the Punch Clock screen.
Similarly in the Sick Leave tab we enter the sick leave taken by an employee.
The General Tab contains settings which are global to the payroll module. The following are some of the settings we can change.
The Pre-Payments tab is used when we pay a part of an employee salary before the actual salary is issued. If your company allows it, you can pre-pay part of an employee salary before the end of the month, and then at the end of the month when we issue the monthly payslip the pre-payment will be deducted from the monthly net payment.
The last tab contains a history of all changes done on an employee. Basically it is an audit trail of the employee record.
By default the system comes with two predefined accounts. The first one is OWNER which is set as an ADMIN account. An account which has the System Administration check selected, has administrative rights and has access to all functions of the system. The second account is called SALES which can only do sales.
We have two main screens to manage the user account which are the Users and Groups screens.
In the Users screen we create or modify existing accounts. For each user account we can decide which screens they have access to, or which functions they have access to and which groups a user account is member of.
In the Groups screen we can define user groups and we set the screens and functions for each group like this when we create a new user we simply assign them to a group and that user will inherit the screens and functions of the groups he/she is member of.
In the following screenshot we can see that the CASHIER group has one member user SALES and down below there are the screens and function that all members of this group have access to.
To assign screens or function access rights to users or groups, simply press the search icon and type in a word and the system will display all access rights or screens containing that word. Just thick the one you need and add it to the user or user group.
To enable the biometric fingerprint authentication open the Fingerprint Reader screen by pressing on the Fingerprint Reader button.
There are two options either use the famous UareU from Digital Persona or else any Fingerprint Biometric Reader with an OPUS windows driver.
Once we enable the fingerprint feature, you will see a new button in the User Accounts screen.
Simply select the user for which you want to enable the fingerprint login and press this button, and the system will ask for 4 finger samples. Once the 4 samples are obtained you will see a very good sign meaning that from now on that user needs to use his finger to log into the system.
To enable the audit log where the system starts logging a variety of user actions we need to open the More Settings screen in jStock POS and click on the following option.
In jRestaurant and jHotel this is done from the System Settings screen
Once the Audit log feature is enabled, the system will start tracking all user activities, such as editing a price, or a quantity of an item, and much more. You can access the audit trail report from the Sales report.
All systems have features to manage external documents and come with screens where you can attach any type of document to a customer, to a supplier, to a jobsheet, to an appointment, to sales invoice etc.
You can scan the original invoice and attach it to the invoice itself, or you can scan a cheque and attach it to the payment entry. The EDMS is also searchable because we can assign keywords as tags to each document being attached.
Over the years there have been many integrations with third party software. Here is a list of integrations done over the years
Credit Card Payment Processing
Cash Handling
Online eCommerce
Channel Managers
Online Reservation
Data Collectors
Other integrations
Transitioning from paper-based invoice to e-invoice is an easy way to take a huge step towards eco-friendly business practices and digitization. Plus, e-invoices are economically beneficial and predominantly invented to help customers and businesses make paperless payments.
Record every single payment that was received and processed and ensure regulatory compliance!
With our systems you can decide to send the receipt by email to your customer rather than printing the receipt on traditional paper.
System backups depend whether you have an SQL Server database or else you choose the native system database. In the later it would simply involve copying the whole jRestaurant or jStock folder onto an external harddrive. We can even install the whole system on Google Drive so that we have it backed up in realtime.
However the system has its own backup option.
The backup screen is called each time you close the system just as reminder how important it is do backup all your data. You simply need to select a backup folder and press the BACKUP button. What it does, it simply copied the DATA folder (e.g. c:\jRestaurant\data) There is also the option of the auto backup on existing the system, which involves the system taking a copy of the DATA folder without even asking you if you want to do a backup.
By default the system does a seven day backup, meaning that if today its a monday it will copy the DATA folder into a folder named MONDAY. This folder will be overwritten the monday after. If you have an SQL Server database the system will copy the SQL Database instead of the DATA folder.
By default all our systems once installed, use a file system based native database. You can simply copy the whole folder of jStock or jRestaurant and copy it to another machine and open the executable file and you are ready to go.
When it comes to multiple workstations on the same network, there are two main options to use the same database. Option 1 is to share the whole folder on the server and than on the workstations create a mapped network drive and run the same system pointing to the same DATA folder.
Option 2 is to have your server using RDP (Remote Desktop Protocol) and each workstation will connect to the same server under a different remote desktop session.
But all our system can be configured to use MS SQL Server. Unless you requested a setup file with MS SQL option as the default, here is step by step of how to convert the system to use SQL Server.
1. Install any version of MS SQL (Express or Full Version)
During the installation process make sure to select Default Instance and Mix Mode Authentication so that you can assign a password to the sa user (admin user).
2. Once installed you need to install SQL Server Management Studio
3. Enable Tcp/ip protocol from SQL Server Configuration tool
4. From SQL Management Student create a new empty database
5. You can name it either jStock or jRestaurant or whatever name you like
6. Once created it, select the database and press the new query button
7. Open the file databasetables.sql located under the installation folder of Jstock or JRestaurant and execute it.
8. Now from jStock or jRestaurant open the screen REMOTE SETTINGS & DATABASE SETTINGS from under Administration menu and fill up the following sections
In jRestaurant or jHotel
In JStock
Once you save the settings and exit from the system and log back in the new SQL database will be used.
To copy the database from the native database to the newly created SQL database you can use the button LOCAL DB – > SQL
Once RDP (Remote Desktop) is enabled on the server where there is the system installed, we can proceed to install the client (which can be a PC / Laptop connected to the network, or even a tablet)
In restaurants it is common to use remote desktop on android tablets which are connected to the same Wifi where the main POS (Server) is. We can even have a remote desktop connection from outside the premises but which will require some port forwarding to be setup on the main internet modem.
To setup a tablet usually we download the Microsoft Remote App from Playstore or Apple store.
Once downloaded on iPad or android table press + to add a desktop connection and enter the hostname (ip address) of the server, windows username and password and you should be able to access the server under a different session and open the system.
For any help in setting up all this please contact our support team and we will help you out!
All our systems can also run on the cloud instead of On Premises. In the cloud version you will be accessing the same system from a web browser. Please contact us for more information about this option.
