WinRest™ Online User Manual

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Add, Remove, Edit Employees Forgotten Passwords
Button Library Password Protection
Employee Types Permissions Utility
   

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Add, Remove, Edit Employees Employee Utilities Permissions Utility
Button Library Employee Status Utilities Scheduler Utility
Configure Employee X, Z Finger-print Protection Training Mode
Employee Details Utility Multiple Employee Profiles  
Employee Types Password Protection  
     

 

 

 

 

Add, Remove, Edit Employees


The Employee Utilities tool is a very important aspect of WinRest™. It is here where you will program employees into the system including owners, managers, supervisors, servers, bartenders, kitchen staff and assign individual settings and responsibilities.

To Add Employees
1. Access the Employee Utility from the Options Screen.
2. Press "new" along the bottom row of buttons.
3. Fill in the employee details.
4. Press "save" along the bottom row of buttons.
5. Restart the application and have the new user sign-in.

To Remove an Employee
1. Have the employee to be removed, sign-out.
2. Access the Employee Utilities from the Options Screen.
3. Press the "search" button and select the employee.
4. Press the "delete" button along the bottom row of buttons.
5. Once complete, restart the application.

Please note, that any changes to an employee must be done before or after their shift, and not during. Changing employee details during their shift is not recommended.

Furthermore, to hide employee passwords, enable Activate Mask On Employee Password under the terminal properties found in the System Settings utility.




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Button Library


The Button Library is the second level of security in WinRest™ and will allow you to define exactly which buttons each user will have access to. In this section we will explore how to configure the button library for each user and each screen.

Employee Types and Button Layout
With the Button Library utility, employee button layouts can be configured and optimized for maximum efficiency and security. By default, WinRest has granted access to higher-level buttons such as void, and restaurant z to the Supervisor Profiles only. WinRest™ provides four employee types to start; Supervisor, Waiter/Waitress, Bartenders and Kitchen Staff.

Adding / Editing Buttons using the Button Library Utility
1. Open the Button Library Utility from the Options Screen
2. Select the screen that you would like to edit.
3. Select the employee profile that you would like to edit.
4. Choose the button to add/remote from the left side of the screen.
5. Press the "add" or "remove" button.
6. Press "save" and then restart the application.

HELPFUL TIP: There are several button categories to choose from; General, Sales, Tables and WinAuthorize*.  *WinAuthorize buttons are only available to those who have an activated version WinRest™ and WinAuthorize™.

To Rename a Button
1. Open the Button Library Utility from the Options Screen.
2. Select the screen that to edit.
3. Select the employee profile that to edit.
4. Highlight the button to rename on left side of buttons.
5. Press "Edit Button" and rename.
6. Save your changes and restart the application.

Important Button information
Some buttons are designed to be utilized from either the Sales Screen, the Table Screen or both. If you notice that a button you added is not working, it may not designed for that particular screen.


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Configure Employee X, Z


Quickly and easily configure the End of Day Reports (EOD Report) from the ConfigX utility found in the Permission's tool. Go through each employee type and then select the appropriate reports to be included on the EOD Report.

Furthermore, you may also configure the reports in the EOD tab of the Global Settings utility found in the System Settings tool.



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Employee Details Utility


Use the Employee Details utility to calculate employee hours and even wages. When using the Employee Details utility for the first time, please note that the employees will have to sign in to the system using their password or fingerprint. Furthermore, a Restaurant Z must be done at least once, before any information is calculated and available in the Employee Details utility.

To Find an Employees Hours
1. Access the Employee Utilities from the Options Screen.
2. Find the employee then press the Details button.
3. Press the Calendar button then select the start and end date then press OK.

or

1. Sign in with a profile that has access to the Report Utility.
2. Use the Employee Labour or Labour Detail Report under Activity Reports Tab.
3. Use the Filter button to select an employee with a date and time range.



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Employee Types


By default, WinRest™ provides four employee types to get started with; Waiter/waitress, supervisor, bartender and kitchen staff. Each type has their own unique button layout with reason. The supervisor will have access to more utilities than the kitchen and wait-staff.

Please make sure you review each employee type profile such as what they have access to, what screen they will be taken to during operation and so on.


Creating New Employee Types
1. Access the Button Library from within the Options Screen
2. Press the 'New' button on the bottom row.
3. Enter a name to represent a new profile, such as Owner, Host, etc.
4. Add all desired buttons to the right-side of the screen for Sales and Table screens.
5. Organize the order of buttons until happy and then press 'Save'.
6. Repeat steps 2-5 to add more button profiles for other employee types.
7. Return to the Options Screen and access the Permissions Utility.
8. Press the 'New' button to create a new employee profile.
9. Give the new profile a name to match the button profiles that were created.
10. Press the box next to the Sales Screen, select the corresponding button profile.
11. Press the box next to Table Screen, select the corresponding button profile.
12. Repeat this process for all new employee types.
13. Configure each profiles X report by accessing the ConfigX button.
14. Save your changes.
15. Lastly, assign the new profiles to employees in the Employee Utilities.



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Employee Utilities


The Employee Utilities tool is a very important tool in WinRest™. It is here where you will program all staff into the system including owners, managers, supervisors, servers, bartenders and even kitchen staff. You can manage labour and customize their access and responsibilities on the system.

To Add Employees
1. Access the Employee Utility from the Options Screen.
2. Press "new" along the bottom row of buttons.
3. Fill in the employee details.
4. Press "save" along the bottom row of buttons.

To Remove an Employee
1. Have the employee you would like removed, to sign-out.
2. Access the Employee Utility from the Options Screen.
3. Press the "search" button and select the employee.
4. Press the "delete" button along the bottom row of buttons.
5. Restart the application.

Please note, employees will have to close or transfer any attached transactions and sign out before they can be deleted from the system.



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Employee Status Utilities


When using the Employee Status Utility, those with an administrative privileges can easily sign an employee in or out without knowing their password, having their swipe card present or scanning their fingerprint.

The Employee Status utility is located in the Options Screen. If an employee is signed in and you wish to sign them out, simply find their name on the list and select the sign out box. WinRest will ask for confirmation.  Furthermore, employee status can also be determined from the Home Screen by using the Employee Status button.



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Finger-print Protection


If you system is equipped and installed with biometric fingerprint readers you must register each employees fingerprint. Simply press the Finger Print button and give four samples of the finger the employee will use to access the system. 
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*** IMPORTATNT REMINDER **** Make sure your license has been activated for finger-print readers, the Terminal properties have Finger Print Protection enabled, and Windows® has the latest Digital Persona® drivers with SDK.


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Multiple Employee Profiles


It is possible for an employee to have multiple roles in the system. This is typically used if they work as a bartender one shift and then a server another shift. WinRest can help with the ability to create multiple profiles for any employee.

Creating / Enabling Multiple Profiles
1. Access the Employee Utilities from the Options Screen.
2. Select or create the appropriate employee.
3. Enable 'Multiple Profiles' and press 'Save'.
4. Access the 'Multi Role' button on the bottow row of buttons.
5. Customize each role with any applicable settings.
6. Save any changes and restart the application.

To delete any multi role profiles, access the specific employee using the Employee Utilities, press the 'Multi Role' button and then press the 'delete' button on the bottom row of buttons.



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Password Protection


Password protection is essential to maintain system security.  The first layer of protection is the employee password. To add / edit or configure an employee password, please review the Employee Utilities section on the user manual.  To further enhance system security, add a configuration screen password from the default values tab of the Global Settings Utility.

Furthermore, to hide employee passwords, enable Activate Mask On Employee Password under the terminal properties found in the System Settings utility.

If you have forgotten your password, please contact your authorized WinRest™ Reseller.



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Permissions Utility


The Permissions utility is used for controlling levels of access in WinRest™ and to configure the reports that appear for each profile type. You can define as many levels as you require and can customize permissions and buttons for each user. Please makes sure to review every employee type and its settings.


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Scheduler Utility

The Employee Schedule utility will help plan your employee schedule in advance. Feel free to utilize this feature by accessing the Options Screen.

Creating an Employee Schedule
1. Access the Options Screen.
2. Press the Employee Scheduler button.
3. Press the field next to the employee type.
4. Select the available employee from the list that appears.
5. Repeat this process until the schedule is complete.



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Training Mode


By enabling Employee Training Mode, the current employee will be considered a trainee. They can access the system; however any sales they input will not record into the daily totals. Any bills they print will be clearly labeled with training mode. 

Several features will be disabled when an employee is in training mode. Disabled features include: Operator transfer, Transfer all, Bill recall and gratuity.


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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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