WinRest™ Online User Manual

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Adding Clients to the Client Database Gift Cards & Gift Certificate Utility
Customer ID Managing Sales, Transactions
Delivery Utilities Sales Screen
   

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Catering Managing Sales, Transactions Sales Summary
Client Database Utility Moving Menu Items Splitting Menu Items
Delivery Utilities Pickup Sales Table Screen
Gift Card & Gift Certificate Utility Receipt Settings Tips & Gratuity
House Account & Client Collections Refunds & Refunding  
Loyalty & Rewards Sales Screen  

 

 

 

Getting Started With the WinRest™ Catering Feature
Catering-winrest

WinRest™ offers a complete catering solution to keep operations running smoothly. Some popular features would include access to a customers order history and simplified invoicing.

Creating a Catering Order

1. Add the Catering button to the Sales or Table Screen.
2. Save your changes and restart the application.
3. Access the Catering Utility.
4.
Begin by completing the form.
5. Save you changes.

When saved, all catering appointments will appear in the calendar section of the Catering utility.

WinRest Catering

For more information on adding the Catering button to the Sales or Table Screen, please review the Button Library section of the User Manual.



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Adding Clients to the Client Database


Access, edit and add customer and client information easily with WinRest™ Customer
Database Utility to keep track of customer orders to build and retain brand loyalty.

Adding Clients to the Customer Database Utility
1. Access the Customer Database Utility from the Options Screen
2. Press NEW along the bottom row of buttons.
3. Enter the client information in the appropriate fields and press SAVE.

Adding an Existing or New Client to a Sale/Transaction
1. Access the Button Library Utility from the Options Screen
2. Add the CUSTOMER DB button to the Sales Screen for all sales staff.
3. Press the SAVE button and return to the Options Screen, Restart WinRest™.
4. Access the Sales Screen and press the CUSTOMER DB button that was added.
5. Search for the client to be added, or add a new one by pressing the NEW button.
6. When the client is found, press the SELECT button.
7. When a client is selected, you will be taken to the Sales Screen to finalize a transaction.

When a client is attached to a bill, their sales information is stored in the Client Sales Summary for future referencing. Accessing the Client Sales Summary utility for viewing a customers previous order may useful to the end user as well as the client.

Accessing the Client Sales Summary
1. Add the CUSTOMER DB button to the Sales Screen for all sales staff.
2. Access the Sales Screen and press the CUSTOMER DB button that was just added.
3. Find the customer using the Client Search and press the DETAILS button.
4. Press the FILTER BUTTON and select a start and end date and press OK.


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Customer ID

To quickly attach a name, note or phone number to an order/transaction, press the Customer ID button from the Sale Screen. A prompt will appear allowing you to add whatever is appropriate.


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Delivery & Pickup Utilities

To start using the Delivery and Pickup features, make sure both buttons are added to each employee profile that will be using the Sales Screen. For more information on adding the Delivery and Pickup buttons, please review the Button Library section of the user manual.

Placing an Order for Delivery
1. Press the Delivery button from the Table or Sales Screen.
2. Enter in a phone number.

Please note, that if there are no clients in the database, then you will have to enter in all the applicable information into the delivery utility then press 'Save'.

Furthermore, if there are clients in the database when entering in a phone number, then matching clients will begin to automatically appear. When the correct client has been found, press the OK button to be taken to the Sales Screen.

4. Select the correct client and press OK.
5. Enter the order from the Sales Screen.
6. When finished, press the Send and Exit button to pay later. Or Press the Payment type used to close the transaction. (Example. Visa, MasterCard..)

Please note, to retrieve an order, use the Tabs Button from the Sales or Table Screen.




Placing an Order for Pickup
1. Press the Pickup Button from the Table or Sales Screen.
2. Enter in a phone number.

Please note, that if there are no clients in the database, then you will have to enter in all the applicable information into the pickup utility then press 'Save'.

Furthermore, if there are clients in the database when entering in a phone number, then matching clients will begin to automatically appear. When the correct client has been found, press the OK button to be taken to the Sales Screen.

4. Select the correct client and press OK.
5. Enter the order from the Sales Screen.
6. Select a 'Pickup Time' or 'Pickup at Time', if applicable.
7. When finished, press the Send and Exit button to pay later. Or Press the Payment type used to close the transaction. (Example. Visa, MasterCard..)


Please note, to retrieve an order, use the Tabs Button from the Sales or Table Screen.


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Gift Cards & Gift Certificate Utility

The gift card utility that is built into WinRest™ provides the opportunity to boost sales by increasing customer and brand loyalty, reduce the risk of fraud, improved transaction management and much more. Gift cards can be loaded and reloaded with any dollar amount and work like credit cards; replacing the recurring cost of paper gift certificates and liability of paper certificates.


Getting Started with Gift Certificates:  Issuing Gift Certificates
1. Create a new non-sale, open-priced, non-taxable menu item called Gift Certificate Sale in an appropriate menu group (sides, extras, gift cards, etc). Select 'Gift Certificate' from the Feature drop-down menu. Save your changes and restart WinRest.

2. Use the Button Library Utility from the Options Screen to add the Gift Certificate button to the Sales Screen for all applicable employee types. Save your changes and restart WinRest.

3.Sign into WinRest and access the Sales Screen. Press the newly created Gift Certificate Sale button. A prompt will appear allowing you to enter in the certificate amount and gift certificate number.

4.Lastly, accept payment for the gift certificate sale using a payment type. (Cash, CC, etc.)


Redeeming a Gift Certificate
1.Add items to the notepad from the Sales Screen, or retrieve a tab.
2.Press the Gift Certificate button and enter in the gift certificate number.

Tip. To pay half cash, half gift certificate (or any percentage) use the onscreen keypad to enter in the cash/cc/debit amount and then press the gift certificate button and enter in the gift cert. number.



Enterprise Solutions
For multi-location establishments, the WinRest™ Enterprise Gift Card Program will allow end-users to activate and redeem their gift cards across the franchise. If you require your gift card program to work across your franchise, please contact an Authorized WinRest Reseller or call 905-278-7975 to get started.


Getting Started with the Local WinRest™ Gift Card Program

1. Create a Menu Item in WinRest™ called GIFT CARD SALE; Access the Menu Item Utility from the Options Screen. Create a new non-sale, no-tax, open priced menu item in an appropriate menu group. Then select the “WinAuthorize Gift Card” from the FEATURE drop-down menu, and then press “SAVE”.

2. Access the Global Settings Utility and go to the Options tab. Enable the WinAuthorize Debit and WinAuthorize Credit boxes. This will allow you to add the WinAuth Admin button in the Button Library Utility.

Tip: The Global Settings Utility can be found in the System Settings screen.

3. Add the WinAuth Admin Button with the Button Library Utility to a supervisor profile,
press SAVE. Secondly, add the PAY BILL button to the Sales Screen for every employee
type that will be making sales. Example, waiter, waitress, bartender, clerk.

Tip: The Pay Bill button will allow quick access to redeem or check gift cards balances. When pressed from the Sales Screen, the Pay Bill utility will appear. From there, press "REDEEM CARD to redeem credits or check the balance of remaining credits.

4. Restart and Sign back into WinRest™. Access the WinAuth Admin button that you've just added. From there, press NEW along the lower-most part of the screen. Select WinAuth Gift Card from the choice of merchants. And finally choose localhost under send message to and press OK.

5. Return to the Sales Screen and select the Gift Card Menu Item that was created. When pressed, the WinAuthorize Utility will appear.

6. Swipe a Gift Card and the card number will appear in the Card No. Field. Enter the amount to be placed on the gift card and press ACTIVATE. Once activated, you will then have to settle or accept payment for the gift card. If paying by cash, choose cash. If paying by Interac, choose Interac, and so forth.

7. To check the balance you can use the Gift Card Database Utility from the Option Screen, or whenever you have access to the WinAuthorize Utility.

Tip: To access the WinAuthorize Utility, select a menu item from the Sales Screen, and press the PAY BILL button that was added. Feel free to arrange the position of your buttons with the Button Library Utility.


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House Accounts & Client Collections

The House Account and Client Collection feature allows staff to settle/close transactions using the House Account button and retrieve the invoice quickly using the Client Collections button to accept payment.

Accepting payment via the House Account button is appropriate for those who want to put their bill/transaction on their "tab" in order to pay at another time. Furthermore, when a bill is settled with the House Account button, the Restaurant Z can be performed, as tabs / transactions will have to be closed before the Restaurant Z can run by default.


Using House Account and Client Collections
1. From the Sales Screen, add items to the notepad, or retrieve an open tab.
2. Accept payment using the House Account button. The transaction will be moved to the
    Sales Summary.
3. When payment has been made available, press the Client Collections button.
4. Press the Change Client button on the bottom row of buttons.
5. Select the client from the list and then press the 'Select' button.
6. Select the pending invoice, or all, and then press the 'Add Payment' button.
7. Select a payment type from the list of options. Example,  Visa, Amex, etc.
8. To set a custom amount, press on the amount received and enter in a value.
9. When all payments have been made, press the 'Receipt Pay' button.




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Managing Sales, Transactions

The Sales Screen is the most important screen in WinRest™, for both Table and Quick Service environments. It is the centralized tool for menu ordering and includes all of the menu groups, menu items, tools and utilities to start and complete transactions quickly and efficiently.

Furthermore, the Sales Screen layout can be highly optimized for all sales environments; Menu Group Button sizes, colours, positions to customized access to Utilities and much much more.

To Enter in a Sales Transaction from the Sales Screen
1. Select an Menu Item from a Menu Group.
2. Select any applicable Modifiers.
3. Add another bill with the Add Bill Button, if applicable.
4. Press the Send and Exit Button to send the order to the kitchen and to the Tabs Utility. *
5. Use the Tabs Utility to retrieve  any and all unpaid transactions. *
6. Select a Payment Type like Cash, Visa, etc., to close the transaction.

* Applicable for Table Service environments.


Only completed transactions that have taken place since the last Restaurant Z will be available from the Sales Summary utility by default. Use the 'filter button to access previously closed transactions. To access the Sales Summary, sign in as a supervisor, or add it to any applicable employee profile using the Button Library utility.

To learn more about managing transactions that have been finalized, review the Sales Summary  section of the User Manual.



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Entering Sales from the Table Screen


Starting Transactions from the Table Screen

1. Press the Quick Sale Button or select a table.
2. Select Single or Multiple Bills if required. (Can be configured from the Table Settings Utility)
3.
Select a Menu Item from a Menu Group.
4. Select any applicable Modifiers.
5. Press the Send and Exit Button to send the order to the kitchen and to the Tabs Utility. *
6. Use the Tabs Utility to retrieve  any and all unpaid transactions. *
7. Select a Payment Type like Cash, Visa, etc., to close the transaction.

* Applicable for Table Service environments.

If there is anything you do not understand, or if you have questions please contact your authorized WinRest™ reseller for further explanation.


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Moving and Splitting Menu Items in WinRest™

Moving and Splitting menu items from within WinRest™ is easy. Even those with little to no computer experience can move and split menu items from the Sales Screen within seconds. Follow the steps outlined below or watch the video on how to move and split menu items and bills quickly.

Moving Items From Within WinRest
1. From the Sales Screen, create or access a transaction with a menu item.
2. Send the order, then recall the transaction to the Sales Screen.
3. From the Sales Screen press the SPLIT button.
4. Select an item to move so it has become highlighted.
5. Press the MOVE button from the bottom row of buttons.
6. By default, the Move utility will offer a new bill number to move the item.
7. Once the item is moved to another bill number, press ok.
8. Access each bill and menu items  by switching seat numbers.

Tip:  Seats can be added and removed from the Sales Screen. Switching seats can be done with the left or right arrow keys above the on-screen keypad. To add a seat, use the 'Add Bill Button. To remove a seat, use the 'Remove Bill" button. If the Add or Remove Bill buttons are not available from the Sales Screen, add them using the Button Library utility.


To learn more about editing button layouts, review the Button Library section of the User Manual.


Splitting Items in WinRest

1. From the Sales Screen, create or access a transaction with a menu item.
2. Send the order, then recall the transaction to the Sales Screen
3. From the Sales Screen press the SPLIT button.
4. Select an item to split so it has become highlighted.

5. Press the Split Item button from the bottom row of buttons.
6. Select the amount of parts to split the item into from the Split Item prompt.
7. Select the item that was split into parts and move it to the corresponding bill.




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Refunds & Refunding Items in WinRest

A
pplying refunds is quick and easy in all versions of WinRest™. By default, only supervisors have access to the Refund button, however, the refund button can be added to any employee type by using the Button Library utility.

Issuing a Refund in WinRest™
1. Sign into WinRest as a supervisor.
2. Access the Sales Screen and press the refund button.
3. The word 'CREDIT' will begin to flash.
4. Items added to the notepad will be in a negative value.
5. Finalize the transaction by using a payment type.

Refunding may be useful to balance reports if an error occured on a transaction and the Restaurant Z was performed. Or, if a simple refund is required by a patron for whatever reason. And remember, the refund button can be added to any employee type using the Button Library utility.

Furthermore, refund data can be added to the X and Z reports if required. To learn how to do so, review the report section of the user manual.



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Sales Summary Utility


The Sales Summary utility is where closed transactions are stored, is used for reviewing / editing all sales that have taken place since the last Restaurant Z, for reprinting transactions and more. Watch the video to learn how to recall a bill using the Bill Recall and Sales Summary utility.


To Re-print a Bill Using the Sales Summary Utility
1. Sign in as a Supervisor and access the Sales Summary.
2. Find and select the transaction so it has become highlighted.
3. Press the Print button.

To Remove a Bill from the Sales Summary
1. Sign in as a Supervisor and access the Sales Summary utility.
2. Find and remember the transaction number, then exit the Sales Summary tool.
3. Press the Bill Recall button and enter the transaction number.
4. Select a table to move the transaction to, then void.

Remember that when recalling a bill using Bill Recall, the original payment attached to the transaction will be removed.




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Accepting Tips and Gratuity in WinRest

Accepting Tips from customers is easy in WinRest. Follow the guide outlined below to start accepting and even tracking Tips in WinRest, as there are several ways to accept gratuity and tips.

Accepting Tips When Paying with Debit or Credit Cards
1. From the Sales Screen, send items to the notepad.
2. Use the on-screen keypad to enter in an amount greater that what is owed.
3. Press the debit or credit card payment button.
4.
The remaining change will be accepted as a TIP amount.

Using the Gratuity Button in WinRest™


Using the Gratuity Button in WinRest
1. Access the Global Settings from the System Settings utility.
2. Set the Auto Gratuity Rate on the Default Values tab.
3. Set a Auto Gratuity Tax setting if applicable.
4. Save your changes and then return the Options Screen.
5. Access the Button Library.
6. Add the Gratuity button to any applicable Employee's Sales Screens.
7. Save any changes and restart the application.
8. Sign in to the Sales Screen, test the new Gratuity button.

Keep in mind, you can view Tip data from the Tips Report, available in the Report utility. You may need to configure the ConfigX reports for each employee type in the Permissions utility for the data to appear on a Restaurant X.

Similarly, for tip data to appear on the EOD or Restaurant Z, make sure it is enabled under the EOD reports available from the EOD tab in Global Settings.



Tip Pooling in WinRest

WinRest will help keep track of tips when 'Tip Pooling' is required. Tip pools can be a valuable tool when an establishments shares tips amongst employees.



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Need more help?

Help from your Authorized WinRest™ Reseller
If you require more help with installing, upgrading, or activating your copy of WinRest™, please contact your WinRest™ Authorized reseller today.

Help from a WinRest™ Expert Advisor

If you do not have an Authorized Reseller, contact us today to find out how to get started.


System Requirements

Supported operating systems
Windows POS Ready 2009
Windows XP SP2 and above
Windows 7 SP1 (x86 and x64)
Windows 8.1 Pro (x86 and x64)
Windows 10 (x86 and x64)

Supported architectures
32-bit (x86)
64-bit (x64)

Hardware requirements
1 GHz or faster processor 1 GB of RAM (4GB if running on a virtual machine)
1 GB of available hard disk space
600 MB of available hard disk space (language pack)
5400 RPM hard drive
DirectX 9-capable video card running at 1024 x 768 or higher display resolution.
Magnetic Card Reader (Optional)
Pin Pad for accepting payments with WinAuthorize (Optional)

Software requirements
Microsoft .NET Frameworks 3.5
Firebird SQL 2.0

WinRest is compatible with Windows 8

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