WinRestOnline User Manual

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Activity Reports Restaurant Z
Exporting Reports Sales Reports
Filtering Reports Z History
   

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Activity Reports Generating Reports Sales Reports
Configure X, Z Reports Miscellaneous Reports System Reports
Employee X Printing Reports X Reports
Exporting Reports Restaurant X Z History
Filtering Reports Restaurant Z Z Reports
     

 

 

 

Activity Reports


Explore the Activity Reports to find the data required. Each of the Activity Report will provide data specific to its title. Generate, export and even print your reports for easy access.


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Configure X,Z Reports


WinRest™ has the ability to customize what sales data you want to appear on the Restaurant X or Z easily, allowing you to get the information you need, and to save paper. Each and every location is unique, so go through each report to determine whether it should be included. 

To configure what reports are included on the go to the Permissions utility found in the Options Screen and in cusomize the 'Local EOD Report List' on the EOD tab of Global Settings.

Customizing the Restaurant and Employee X Report
1. Access the Permissions utility from the Options Screen.
2. Customize the report list with the Config X,Z button for each employee type.
3. Save your changes and test the reports.


Customizing EOD Reports
1. Access the System Settings available from the Options Screen.
2. Access the EOD tab from the Global Settings uitility.
3. Select the reports to appear on the EOD with the 'Local EOD Reports List'.
4. Save your changes and return to the Home, Sales or Table Screen.




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Employee X


The Employee X button will generate a snapshot of all employee current sales. When  pressed, the Employee X utility will try to generate the Employee X report. A prompt will appear if there are any open transactions, indicating that if there are, the sales information will not be balanced. To proceed, press 'OK'. Remember, to access any open transactions, use the 'Tabs' button.

Remember that each employee type will have to customize what sales data is set to appear on the Employee X Report. To customize the report list, sign in as a supervisor, access the Permissions Utility from the Options Screen, and use Config XZ to select what reports appear.  Remember to save any changes in order for the changes to be taken into effect.


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Exporting Reports


To Export a Report from Within WinRest™
1. Select the report that you would like to export.
2. Select the start date and time and end date and time.
3. Press the 'Export Report Data' button.
4. Select the fields, file type and location to export and save to.



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Filtering Reports


The Filter button provides that ability to select a start and end date and time to narrow search results easily. Most reports will provide access to the Filter utility, so feel free to use the filters available whenever possible to gather sales data quickly and efficiently.

Using the Fliter Button on Reports
1. Access the desired report
2. Press the 'Filter' button.
3. Enter the start date and time, then the end date and time.
4. Select any other applicable filters such as employee, payment type, etc.
5. Press 'Ok'.



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Generating Reports


To Generate a Report From Within WinRest™
1. Sign in as a supervisor and access the Reports button.
2. Select the report that you would like to generate.
3. Depending on the report generated, you may have to apply to the Filter utility.
4. Press the Filter button from the bottom row of buttons.
5. Select the start date and time .
6. Select the end date and time.
7. Press Ok.

To Print a Report from Within WinRest™
1. Ensure the desired printer is configured to print reports.
2. Select the report that you would like to generate.
3. Select the start date and time and end date and time.
4. Press the 'Print' button

Print a physical copy of your EOD and any other relevant report deemed for safe keeping.

** IMPORTANT **  The receipt printer must be configured in the system settings to print reports and related print jobs.


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Miscellaneous Reports


Explore the Miscellaneous Reports to find the data required. Each of the Report will provide data specific to its title. Generate, export and even print your reports for easy access.


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Restuarant X


The X Report button can be accessed from both the Table and Sales Screen to generate a
snap-shot of any and all sales that have taken place since the last Z Report. If there are any open transactions, a prompt will appear indicating that the X Report will not balance, if you would like to continue. Press yes to proceed, if not, press no. To access any open transactions, press the Tabs button.

If the report is blank, ensure that reports are enabled under the Config X utility available from the Permissions utility. Each employee type should be customized using the Config X utility.



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Restaurant Z


At the end of the sales period or shift, and it is time for the final reading, just run the Z
Report utility from either the Sales or Table Screen. By default, all open transacions will have to be closed before any Restaurant Z can be performed. To perform the End of Day while there are open transactions, access the Options tab found in the Global Settings utility and enable 'Allow Z with open transactions'.

Lastly, customize what information appears on the EOD (End of Day, or Restaurant Z) by configuring the Local EOD Reports in the EOD tab available in the Global Settings utility.

Customizing EOD Reports
1. Access the System Settings available from the Options Screen.
2. Access the EOD tab from the Global Settings uitility.
3. Select the reports to appear on the EOD with the 'Local EOD Reports List'.
4. Save your changes and return to the Home, Sales or Table Screen.

Once the Restaurant Z has been generated, it is stored in the Z History utility as a numbered, date and time-stamped Z Report. Review the Z History utility section of the User Manual to learn more.



Cash Reconcile Utility


Account for every dime with a built-in cash reconcile tool that allows staff to enter in to the database, exactly what has been taken in.

Using the Cash Reconcile Utility
1. Access the Default Values tab in the Global Settings Utilities.
2. Select Z from the drop down menu for 'Show Cash Recon On'.
3. When the Z Report is accessed, the Cash Reconcile Utility will appear.
4. Enter the amounts into the appropriate fields.
5. Press "ok".


The Z Report and Z History buttons can be accessed from both the Sales and Table Screens.  To access any previously generated z report, use the Z History button. The Z Report utility can generate a Z Report as many times throughout the day as you wish. Generally, the report is ran at the end of the sales period.

If there are any open transactions a prompt will appear indicating that the Z Report can not continue, unless configured to do so under the Advance Options tab in the Global Setting utility. Furthermore, If no sales have taken place, a prompt will appear stating the Z Report can not be performed.

Remember to check the Tabs utility for any transactions that have yet to be settled. Visit the Z History section of the usermanual to get learn more.



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Sales Reports


Explore the Sales Reports to find the data required. Each of the Sales Reports will provide data specific to its title. Generate, export and even print your reports for easy access.


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System Reports


Explore the Systems Reports to find the data required. Each of the System Reports will provide data specific to its title. Generate, export and even print your reports for easy access.


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Sales Summary & Bill recall


From the Sales Summary Utility you have the ability to view any and all transactions that have taken place during any period of time.

To Access Sales From a Previous Date and Time
1. Access the "Sales Summary Utility" from the Table or Sales Screen.
2. Press "filter" along the bottom row of buttons.
3. Select the start date and time.
4. Select the end day and time.
5. Select the employee, terminal or revenue outlet. (Optional)
6. Press "ok"

Bill Recall
Use the Sales Summary utility to find any bill that has taken place since the last restaurant z. When a bill number is found using the Sales Summary, then that bill number can be entered in to the Bill Recall prompt. When recalling a bill, any payment attached to the bill will be removed, and you will have to select an open table to then access the bill/tab.

Please note, once a bill has been recalled, the bill will have to be settled with a payment type, such as cash, visa, amex and so on.



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Z History


The Z History Utility is similar to the Sales Summary tool as it is where all sales data is stored in the form of numbered, date and time-stamped Z Reports. Z Reports are generated whenever a Restaurant Z is performed and includes Sales data  for a number of categories, such as food, beverages, alcohol, misc, etc, when enabled from the Local EOD Reports available in the EOD Tab found in the Global Settings utility. Furthermore, the Z History utility makes it easy to find, review and/or print past Restaurant Z Reports for analysis.

Using the Z History Utility
1. Sign into WinRest™ as a supervisor
2. Access the Z History Utility from the Table or Sales Screen.
3. Select the Z Report that you would like to view.
4. Press 'ok'.

Feel free to review the Restaurant Z section of the user manual to learn more about closing a sales period and the Restaurant Z or EOD (End of Day) Report.


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System Requirements

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

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

Hardware requirements
1 GHz or faster processor 1 GB of RAM (1.5 Ghz 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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