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Introduction to the Point of Sale

By CA Chan Caresse | Updated

Overview

The iPad Point of Sale is where all orders are created and fulfilled. The Point of Sale can also be used to generate reports, track inventory, and run End of Day processes.


Contents


Refreshing the Point of Sale

When you make changes on the Management Console  [yourdomainname.revelup.com], the Point of Sale needs to be updated to push the changes.

  1. First, you'll need to log out of the Point of Sale. To do so, click the   icon next to your name in the upper right corner:
  2. On the PIN pad screen, tap Refresh:
  3. Once the refresh is has completed, enter your PIN on the keypad and tap Login.

Clocking In and Out

If you are using Revel to track employees hours, you will need them to clock in at the start of each shift and out at the end of the day. To Clock In, use one of the methods below: 

From the Dashboard, if already logged in: 

  1. On the Point of Sale Dashboard, tap Time Clock:
  2. Enter your PIN and tap OK:
  3. Tap Submit to confirm:
  4. Tap OK to complete and return to the Dashboard.

From the PIN pad screen: 

  1. Enter your PIN and tap Clock In/Out.
  2. If you have multiple roles, you'll be prompted to select the appropriate role for the shift; tap Yes when finished: If you only have one role, just tap Yes to confirm
  3. You'll get a notification that you were successfully clocked in. 
  4. Tap OK to return to the PIN pad screen. 

To clock out, follow the same steps. Depending on how your establishment handles tips, you may need to declare your tips in a pop-up window when you log out.


Creating a Quick Service (QSR) or Retail Order

When you are ready to add a new order in the system, you must first be Logged In. Different from clocking in, logging in allows you to access previous orders, create new orders, manage reports, etc. Clocking in simply punches you in for your shift so that your hours will track appropriately. To create a new order, use the steps below: 

  1. On the Point of Sale PIN pad screen, enter your employee ID and tap Login.
  2. On the Point of Sale Dashboard, tap New Order:
  3. To add products to an order:
    1. Tap on a Category.
    2. Tap on a Subcategory.
    3. Tap on a Product to add it to the order:
  4. Tap Send to send the order to the Kitchen. (Learn about the Kitchen Display Screen here.)

Creating a Table Service Order

If you are a Table Service Restaurant, creating an order will be slightly different than outlined above, because you will need to assign orders to tables or bar tabs. To begin, follow the steps below: 

  1. On the Point of Sale Dashboard, tap Tables:
  2. This opens the Table and Bar Tab screen, with three options for creating an order.
    • Assign to a Table: Tap any table to begin an order; the order details will automatically be assigned to the selected table: 
    • Assign to a Bar Tab: If you have a bar area and want to use bar tabs, take a look at Setting Up Bar Tabs. Once this is set up appropriately, Bar Tabs will appear on the screen as an additional option for assigning orders:
    • Create a New Order: To create an order without a table or bar tab, tap New Order on the upper right and select the appropriate dining option:
  3. Now you are ready to add products to you order. To do so: 
    1. Tap on a Category.
    2. Tap on a Subcategory.
    3. Tap on a Product to add it to the order:
  4. If your establishment uses seats and courses, additional pop-ups will appear. If not, proceed to the next step: 
    • Choose a seat in the first pop-up window.
      Intro_seat.jpg
    • Choose a course in the second pop-up window.
      Intro_course.jpg
  5. Tap Send to send the order to the Kitchen. (Learn about the Kitchen Display Screen here.)

How to Price Check an Item

If you are having trouble finding an item using your menu list, you can perform a search for the product. To do so:

  1. From the Order screen, click on the  icon at the top right:
  2. Search for the item you are looking for; you can search for product name, barcode or SKU. The price of the item will appear on the right:
  3. If you wish to add the product to the order, select it from the search box and it will appear in the order section on the left of the screen. 

Completing an Order

Once an order has been created and fulfilled, when you are ready to close it out, you will need to complete a payment. To do so, use the steps below: 

  1. From the Order, tap Pay:
  2. The order total will display as the default Payment Amount on the right. Select the Payment Method.
    NOTE: If a customer is paying with Cash and are not paying the exact amount due, be sure to enter the amount given so the system will calculate the change amount:
    For more detail on credit transactions, please review Running a Credit Transaction
  3. Tap Done to complete the transaction and close out the order. 

Employee Time Management

Employees with Time Management permission can view their own hours from the Point of Sale. To view hours:

  1. From the Point of Sale Dashboard, tap Time Management:
  2. The Time Management window shows an employee’s clock in and clock out history. It also allows them to clock out directly from this screen:
  3. Tap the icon to see a detailed view. Use this to toggle between the list view and detail view: 
  4. From either view, tap by Date/Time (which is the default view) and you'll see other sort options, including Role and Employee

Have more questions? Submit a request

Introduction to the Point of Sale

By CA Chan Caresse | Updated

Follow

Overview

The iPad Point of Sale is where all orders are created and fulfilled. The Point of Sale can also be used to generate reports, track inventory, and run End of Day processes.


Contents


Refreshing the Point of Sale

When you make changes on the Management Console  [yourdomainname.revelup.com], the Point of Sale needs to be updated to push the changes.

  1. First, you'll need to log out of the Point of Sale. To do so, click the   icon next to your name in the upper right corner:
  2. On the PIN pad screen, tap Refresh:
  3. Once the refresh is has completed, enter your PIN on the keypad and tap Login.

Clocking In and Out

If you are using Revel to track employees hours, you will need them to clock in at the start of each shift and out at the end of the day. To Clock In, use one of the methods below: 

From the Dashboard, if already logged in: 

  1. On the Point of Sale Dashboard, tap Time Clock:
  2. Enter your PIN and tap OK:
  3. Tap Submit to confirm:
  4. Tap OK to complete and return to the Dashboard.

From the PIN pad screen: 

  1. Enter your PIN and tap Clock In/Out.
  2. If you have multiple roles, you'll be prompted to select the appropriate role for the shift; tap Yes when finished: If you only have one role, just tap Yes to confirm
  3. You'll get a notification that you were successfully clocked in. 
  4. Tap OK to return to the PIN pad screen. 

To clock out, follow the same steps. Depending on how your establishment handles tips, you may need to declare your tips in a pop-up window when you log out.


Creating a Quick Service (QSR) or Retail Order

When you are ready to add a new order in the system, you must first be Logged In. Different from clocking in, logging in allows you to access previous orders, create new orders, manage reports, etc. Clocking in simply punches you in for your shift so that your hours will track appropriately. To create a new order, use the steps below: 

  1. On the Point of Sale PIN pad screen, enter your employee ID and tap Login.
  2. On the Point of Sale Dashboard, tap New Order:
  3. To add products to an order:
    1. Tap on a Category.
    2. Tap on a Subcategory.
    3. Tap on a Product to add it to the order:
  4. Tap Send to send the order to the Kitchen. (Learn about the Kitchen Display Screen here.)

Creating a Table Service Order

If you are a Table Service Restaurant, creating an order will be slightly different than outlined above, because you will need to assign orders to tables or bar tabs. To begin, follow the steps below: 

  1. On the Point of Sale Dashboard, tap Tables:
  2. This opens the Table and Bar Tab screen, with three options for creating an order.
    • Assign to a Table: Tap any table to begin an order; the order details will automatically be assigned to the selected table: 
    • Assign to a Bar Tab: If you have a bar area and want to use bar tabs, take a look at Setting Up Bar Tabs. Once this is set up appropriately, Bar Tabs will appear on the screen as an additional option for assigning orders:
    • Create a New Order: To create an order without a table or bar tab, tap New Order on the upper right and select the appropriate dining option:
  3. Now you are ready to add products to you order. To do so: 
    1. Tap on a Category.
    2. Tap on a Subcategory.
    3. Tap on a Product to add it to the order:
  4. If your establishment uses seats and courses, additional pop-ups will appear. If not, proceed to the next step: 
    • Choose a seat in the first pop-up window.
      Intro_seat.jpg
    • Choose a course in the second pop-up window.
      Intro_course.jpg
  5. Tap Send to send the order to the Kitchen. (Learn about the Kitchen Display Screen here.)

How to Price Check an Item

If you are having trouble finding an item using your menu list, you can perform a search for the product. To do so:

  1. From the Order screen, click on the  icon at the top right:
  2. Search for the item you are looking for; you can search for product name, barcode or SKU. The price of the item will appear on the right:
  3. If you wish to add the product to the order, select it from the search box and it will appear in the order section on the left of the screen. 

Completing an Order

Once an order has been created and fulfilled, when you are ready to close it out, you will need to complete a payment. To do so, use the steps below: 

  1. From the Order, tap Pay:
  2. The order total will display as the default Payment Amount on the right. Select the Payment Method.
    NOTE: If a customer is paying with Cash and are not paying the exact amount due, be sure to enter the amount given so the system will calculate the change amount:
    For more detail on credit transactions, please review Running a Credit Transaction
  3. Tap Done to complete the transaction and close out the order. 

Employee Time Management

Employees with Time Management permission can view their own hours from the Point of Sale. To view hours:

  1. From the Point of Sale Dashboard, tap Time Management:
  2. The Time Management window shows an employee’s clock in and clock out history. It also allows them to clock out directly from this screen:
  3. Tap the icon to see a detailed view. Use this to toggle between the list view and detail view: 
  4. From either view, tap by Date/Time (which is the default view) and you'll see other sort options, including Role and Employee
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