Your Revel Point of Sale is customized for your business needs as a Table Service Restaurant. This includes the ability to create tabs (for bar scenarios), split checks for small or large parties, adding modifiers to orders and many other features. Please use this guide as a tool to learn more about your Point of Sale and for training your employees on the basics.
- Login Page
- Training Mode
- Table Layout
- Bar Tabs
- Table Sheet Layout
- Table Timers
- Getting to Know the Order Screen
- Creating an Order
- Deleting Items from an Order
- Comps, Voids and Returns
- Coursing and Seat Numbers
- End of Day Process
- Credit Card Batch Process
- Locking the Point of Sale with Guided Access
The Revel Systems Login page has a few different components to get familiar with:
- To Login and start using the system, enter the four-digit code assigned and press the Login button. For first time users, the manager's default PIN is 1234. If you make a mistake while entering your PIN, you can press Delete at any time to start over.
- To ClockIn to begin your shift, enter the four-digit code assigned and press the Clock In/Out button.
- To Clock Out to begin your shift, enter the four-digit code assigned and press the Clock In/Out button.
- To Login by swiping an Admin Card, swipe your admin card and then select whether you want to login or clockin/out.
- Anytime your Point of Sale needs to be updated with changes you've made on the Management Console, you will need to Refresh each station. To do so, click Refresh, then tap OK to confirm.
- When on the Login Screen you are also able to see if there are any orders and payments that need to be sent to the server. All Payments Sent to Server means that all of your transactions have gone through. If there is a message with a numeric value such as 3 Payments Not Sent To Server, this means that your Point of Sale temporarily dropped connection from your network or Internet connection and they will be pushed through as soon as you regain connection.
Training mode allows you to test various features of the Point of Sale without it effecting reporting. It is a great feature to use when training new employees or learning the system for the first time. To put your Point of Sale station in Training Mode:
- From the Point of Sale Dashboard, click on Settings.
- Tap Training Mode and make sure Enable Training Mode is turned ON with a blue oval. After this is turned on, a red bar displays across the top alerting you that it is on, which will appear an the station until it is deactivated:
- Once activated, an additional option will appear for you to decide if you also want to Print Kitchen Tickets in Training Mode. Any changes save automatically.
- Click on the Dashboard option to return to your home screen and begin testing the system with new orders:
- To deactivate, simply return to the Settings page and disable Training Mode.
Once you are logged in to the station, the system will display the last screen that you were on, which is typically your Table Layout or Bar Tab Layout. Toggle between the two by using the Tables and Bar Tabs options at the top of the screen.
Your table layout is customizable from your Management Console and allows you to rename your tables, indicate the number of seats available and you can rearrange the layout itself. Take a look at Building Your Table Layout for more assistance. To use your Table Layout, it's good to learn the basics of what you see on the screen:
- Sections: Swipe right and left to see programmed sections; if you only have one section, you will not be able to swipe. Section names appear at the bottom left. The indicator in the bottom center of the screen represents the number of sections you have created.
- Table Names/Seat Counts: If you have given your tables names, other than the default table numbers, the table name/number will display on the screen; seat count is identified in parenthesis below the table name. All fields are editable from your Revel Dashboard.
- Assign Orders to Tables: Tap directly on a table to begin or open an order. Then, follow the steps in Taking Orders and Order Window.
Bar tabs allow users to create open orders for customers that may not be associated with a table in your establishment. Bar Tabs can be customized in the Management Console by following instructions at TSR/QSR: Preauthorizations and Linking Cards to Bar Tabs, Tables and Orders. Once bar tabs are enabled, you can begin using them on the Point of Sale. To access Bar Tabs, make sure this option is selected, rather than the Table Layout screen:
- Pages of Bar Tabs: Swipe right and left to see different pages of Bar Tabs; if you only have one page of Bar Tabs activated, you will not be able to swipe. The indicator in the bottom center of the screen represents the number of sections you have created. Your Bar Tabs consists of arbitrary tabs numbered from 1-312, depending on how many of tabs you have activated.
- Open a New Tab: To open a new tab, simply click on a bar tab that doesn't have any orders associated with it. Empty tabs will appear grey and Open tabs will appear blue. Additionally, you can click on +New Tab and the order will be assigned to the next available Bar Tab number.
- Searching Bar Tabs: By clicking on the icon, a window with a search field appears. Here, you can search by tab#, Customer Name or Order ID. If there are multiple tabs with the entered criteria, then there will be a prompt to specify which tab corresponding to that customer name you desire to open. Upon an exact match or selected tab, the Order Window will open:
- Though Bar Tabs are most commonly used for starting a drink tab at the bar with the Link Card to Order feature, this functionality is not limited to drinks or bar stations. Depending on your desired workflow, this functionality can be used for any type of order, namely To-Go orders.
- Since tabs can be used in any order, it can be beneficial to assign a tab range or a page of tabs to servers or bartenders for efficiency and ease of use during service.
Table Sheet Layout
If you'd like to review orders in a sheet view, rather than by your Table or Bar Tab Layouts, click the icon at the top right:
You'll see a detailed sheet of all tables and/or bar tabs. A few things to note:
- The default view will show ALL tables/orders. This can be filtered by clicking on the Include option and selecting All Tables, Only In Use Tables or Only Available Tables:
- The default view is also sorted by the column Estimated Time until Available , with the soonest available displaying first. However, each column heading is sortable, so simply click on the column you'd like to use for sorting. If you click once, the table will sort in ascending order, click twice to sort in descending order:
- You can use the Search function in the sheet view as well. When you click on the icon, search by Table# or Customer Name:
- To return to an order and make changes or close it out, tap on a table, highlighting it in blue, then tap Go To Order. The order will reopen for you to make any necessary changes:
- To return back to your Table or Bar Table layout, click on the icon again.
Table Timers are activated by default on all Table Service establishments. This allows your hosts and servers to visually recognize the state and progress of tables and changes your table colors depending on their progress, which you can customize.
Table Timer Colors
The colors on your table layout allow you to easily see the status of each order. To see the key for each color option, on your table layout, click on the icon and the color key will appear. The amount of time that an item moves to a stale state can be customized and is detailed in the next section Time to "Stale" Table Timers: The color of the table shows its current state:
|Grey||Table is unoccupied and available for new guests to be seated.|
|Table is held; it has guests seated but there are no items on the order.|
Green with White Outline
|Table is held and stale, according your stale settings.|
|Table is active; it is taken and items have been ordered.|
Blue with white outline
|Table is active and stale, according your stale settings.|
|Order has been paid.|
|Order has been paid and is now stale, according your stale settings.|
Time to "Stale" Table Timers
Your table timer indicators can be customized so that you can indicate the amount of time before a table transitions from one state to another. To customize your Table Timers:
- Login to your Management Console [yourdomainname.revelup.com] and navigate to Settings.
- Clear Selections and Search for Time to Stale.
- Check the boxes on the left to adjust the settings on the right.
- Indicate the appropriate amount of time, in minutes, for a stale table to go to held, active and paid status.
- Be sure to Save when finished and Refresh your Point of Sale for changes to reflect:
Once your stale timers are activated, this will indicate when a table will be outlined in white, indicating it is in a "stale" state.
Getting to Know the Order Screen
Before diving into creating an order, you'll first want to learn the basics of the Order Screen. This will help you optimize the efficiency and flow of your business. This section will give you an explanation of the major features of the Point of Sale. You can also see TSR: Orders on the POS
Buttons on the Order Screen
After you select a Table or a Bar Table, the order screen will appear. There are several buttons to review, starting from the top, going left to right, you'll see the following:
|CRM: Allows you to access the Customer Relationship Manager (CRM) and/or call names for your orders. See Managing Customers below.|
|Orders: Access any orders from here. See The Orders Tab below.|
|Actions: Once an item is added to the order, you can customize the item. See Actions Buttons below.This option also appears once an order has been created; for more info on this, see step 5 in Creating an Order below.|
|Expand: Expand or Collapse the screen; a different view of your menu will appear taking up the whole screen. Click again to return to default view.|
|Search for menu items|
|Logout: brings you back to the login screen to enter your PIN|
|Cancel: If a customer changes their mind, cancel order gives you the ability to cancel or remove the entire order.|
|Hold: If a customer needs to step away from the cash register before paying for the order, you can use the Hold Order button. This allows you to place a customer’s order on hold to ring up the next guest. When the customer returns, you can find their order by going under Orders > Held Order.|
|Send: Sends the order to the kitchen for preparation|
|Pay: Tapping this icon will direct you to the payments screen.|
Customer Management isn't very common in table service restaurants, but is available if you want to use it.
If you click on the in an order, you can search by the customer's Name, Phone #, Email, Reference Code (a code you use to identify the customer) or Company Name. You'll also notice you can toggle between your Customers - who are saved in your CRM database, as well as Call Names. Call Names are NOT associated with any customer account and thus, will not accumulate any loyalty/reward points; these are simply to call a customer by name when their order is ready. If you choose a Customer from your database, that can also act as their Call Name:
Additionally, you can click on +Add New to add a new customer directly on the Point of Sale. For more details on this, please review Managing Your CRM on the POS.
If you click on the icon, you're able to see all your orders, with filters to view Open Orders, Today's Orders or All Orders. You can also search by Order ID or Customer Name:
|Open Orders||Displays all orders that are still open - whether they have been "held" or are simply unpaid. See Closing Held Orders for more info.|
|Today’s Order||Displays all completed transactions for the day|
|All Orders||Displays all orders for all time|
|Invoices||Displays invoices locally and those saved on the server. You can also search for invoices by Order ID or Customer Name|
Once in the Orders tab, you can view additional search options by clicking on the icon. This will display an option to Manage Orders, Advanced Search and Sort Preference:
|Manage Orders||Allows you to see open order and pick from which one you'd like to Manage.|
|Advanced Search||Along with Order ID and Customer Name, the advanced search allows you to also search for an order by Credit Card, Date Range, Serial Number (if applicable) or by Loyalty Card Number (if applicable).|
|Sort Preference||Sort preferences for orders includes: Customer Name, Date Opened, Employee Name, Order ID, Table #, Order Total, Order Type and Due Date.|
Closing Held Orders
There are instances when you'll have an order held that will need to be closed out, whether paid or unpaid. Otherwise, if the order is associated with a table and is still open, you will not be able to input a new order for that table until the order is closed. In order to close a Held Order, find the desired order as shown in the Orders Tab section above. Select the order highlighting it in blue and the details of the order will immediately display. You have a few options for closing out the order:
- If there are no products on the order and the Balance Due equals the Total, then simply tap Cancel Order to cancel the held order.
- If there are products on the order and the Balance Due is zero, then tap Pay then Done to close the paid for the held order. Be sure that the Tip Amount is correct before tapping Done and closing the order.
- If there are products on the order and there is any Balance Due, you will need to either Void the products on the order (See Comps, Voids and Returns) or Pay the remaining balance bringing the Balance Due to zero.
The Action Buttons are customizable options that appear at the bottom left of the order screen. These action icons give you the ability to adjust an entire order, rather than one individual item at a time. This is a scrollable bar, so even though you may only see four options initially, if you scroll to the left, you'll see additional actions appear: All available action icons are defined below:
|Add Extra Items||This icon will allow you to create a one-time-use item. If you would like to save the item to your inventory, you can select Save to Server. Fill in the Name, Price, and Tax fields of the item you wish to add. After the fields are filled in press OK to add the item to your order or cancel to exit the window without adding the item.|
|Link Card to Order||This feature is mainly used for preauthorization. This feature allows bartenders/waiters/ employees to easily pull up a customer's tab or table by swiping the customer's credit card, as opposed to selecting the tab/table on the screen.,Additionally, it is also possible to link a customer's card to a bar tab with a Preauthorization required.|
|Quantity||Using this button will allow you to enter the quantity of the item you want to purchase.|
|Discount Order||Using this icon, tap on the discount you wish and tap OK on the bottom right corner of the window to apply the selected discount to the order. To exit the window without applying the discount tap Cancel. Manual allows for you to fill in the amount or percent of the discount and Enter Reason fields. Tap on the toggle button to switch the discount to percentage or dollar amount, as well as taxed or untaxed. You can also click on % Discount to choose from set discount percentages. A Discount Reason will be required before you can apply the manual discount to your order.|
|Service Fee||Add a percentage charge or flat fee to be applied to the entire order.|
|Dining Option||Use this button to record your customers order preference. Tap on the desired option then OK to apply to your order or tap Cancel to exit without applying.|
|Print Guest Check||Use this button to print an extra receipt at any time during the checkout process, including before the order is sent to the kitchen, after it is sent to the kitchen.|
|Open Cash Drawer||Open the cash drawer and access the till without making a cash sale|
|Move Table||This will allow you to transfer an order without loosing items. If you would like to move items from one table to a different table, you can select this button and choose which table you want the items moved.|
|Transfer Order||Allows you to transfer an order from a one waiter to another waiter.|
|Auto Gratuity||This will allow you to enter a present gratuity off this specific order.|
|Add/Remove Tax||Use this feature to remove the tax from the entire order.|
If selected, you can type in a barcode, or scan a barcode with a scanner.
|Move Table||To choose which table you would like the order moved to then tap OK to initiate. Tap Cancel to return to your Order Window. The POS will automatically switch to the new table and if there were already items on that table, the two tables will be merged. Double-check before moving table as this action can not be undone. If a mistake is made order will have to be voided and completed again.|
To choose the employee that you wish to transfer the order Tap on the employee name, highlighting it in blue, then press OK to initiate the transfer, or Cancel to return to the OrderWindow.
|Set Guest Count||
Allows you to set or modify the number of guests per order. If the amount of guests at the table is greater than 10, tap Manual to enter in the number then OK to initiate the change.
For more information on customizing your Action Buttons, please see our article Customizing Order, Payment, and Action Options
Creating an Order
Now that you've learned the basics of the Point of Sale Orders, you're ready to create a new order. To do so, follow the steps below:
- From the Point of Sale Dashboard, tap New Order or Tables. Or if you are already in the Table Layout or Bar Tab Layout, click on the Table Number or Bar Tab for which the order should be associated:
- To add an item to the order, find the product you'd like to add by navigating through your menu or using the search function to enter the item name, barcode, SKU, or alternate lookup ID in the box. Select the Product and it will be added to the order on the left: NOTE: Depending how your menu display is set up, your menu may look slightly different. Please take a look at our article Nested Menus for more information on the options available.
- Once an order is created, it will be assigned a unique order number.
- When you've added all the necessary items to the order, tap the Pay button. All available payment options will appear, such as Credit, Cash, Gift, etc. - all of which can be customized using the steps in our Customizing Order, Payment and Action Options:
Settings Description Tip Amount If a tip was indicated by the customer, select this option to input the appropriate tip amount to apply. NOTE: The credit card must first be swiped for the order payment BEFORE you can add a tip amount. Gift Receipt Prints a gift receipt for an order. Allows customer to provide to a gift recipient so they can return an item. Allows you to email the customer a copy of their receipt. Reprint Prints a duplicate receipt Refund Payments Allows a refund of an order, typically without returning items back to inventory. Redeem Rewards If you have a loyalty program and a customer wants to redeem part or all of their rewards as payment, use this option. Split Bills Allows you to split bills between multiple parties at a table. For more info on this, please see Split Bills.
Additional Order Options
Once an order is created, it will be assigned a unique order number. You can tap the Order # to open the Order Details screen. Here you can add a customer to the order, add order notes, and add and edit discounts and service fees. Tap Done to leave the details screen and return to the order.
After an item is added to an order, you can see additional Actions by clicking on the icon:
Each option is defined below:
|Change Seat||If you are tracking seat numbers within your orders, this option allows you to change the seat number for each particular item.|
|Add Quantity||Allows you to add quantity to increase the number of the select product for purchase.|
|Service Fee||If you want to add a service fee to a particular item, click this option. You'll see all available service fee that are already created, or you can manually create a new one.|
|Copy Items||Allows you to duplicate the item in the order; similar to increasing quantity for an individual item, but this option allows you to duplicate multiple items in the order.|
|Move Items||Allows you to move an item to a different table or bar tab.|
|Discount Items||If you want to apply a discount to an individual item, select this option. You'll see all available discounts that are already created, or you can manually create a new one.|
|Comps||Comps are usually used for courtesy purposes, especially if a customer is unhappy with the item(s) received. Generally, a comp applies to food that has already been prepared, whereas a Void is for items that have NOT been prepared. (See Comp or Void Items/Orders below)|
|Void Item(s)||Voids are typically for mistakes made in house, whether by the server or kitchen. Generally, items are voided before they are sent back to the kitchen. (See Comp or Void Items/Orders below)|
|Send to Kitchen||This will send the selected item to the kitchen for preparation|
You can also click on an item in the order to make changes to that particular item. If you click on the product name in the order, a window will display to the right: Options may include:
|Dining Type||Change the dining type of the item. Helpful if a customer wants only a certain item to prepped To Go but the rest of the order will be dine in.|
|Increase or decrease the quantity of an item in an order|
|Course||Change the course of an item. Perhaps something is normally set as an appetizer and comes out with Course 1, but the customer wants it out with their full meal.|
|Change the assigned seat number for the item.|
|Discount Item||Discounts can be applied for an entire order or just an individual item. Select the option here to discount a single item.|
|Service Fee||Service Fees can be applied for an entire order or just an individual item. Select the option here to apply a service fee to a single item.|
|Remove Tax||By default, taxes are applied to an entire order. However, if you want to prevent a single item from being taxed, select the option here to remove tax for ba single item.|
|Indicates that item is to be shared.|
|Split allows you to indicate which seats are sharing the indicated item.|
|First Half/Second Half||This is a to customize an item and mark it as first half vs second half. For example, if a customer orders a pizza and you forget to split the modifiers between two halves of the pizza, you can add each pizza to the order. Then, use the First half and Second Half buttons as a way to tell the kitchen to prep only ONE pizza but with different toppings on each half. This will also adjust the price of the item as well.|
|Copy||Creates an exact duplicate of the item on the order, which includes any modifiers, sharing, splitting, etc.|
|Add Special Instructions||Is a free text box to add any special notes for the kitchen for prepping the order that are not covered in standard modifiers.|
|Removes the item from the order.|
Deleting Items from an Order
If you add the wrong item to an order or a customer changes their minds, you can easily remove an item from an order, as long as the item has not been sent to the kitchen or paid for. To delete an item:
- On the Open Order, find the item you want to delete.
- Swipe to the left on the product and you will see a Delete option appear in red. Click Delete to remove the item: NOTE: If a product has a grey background, then you can not delete or modify the product/ instead, follow the steps below in Comps, Voids and Returns.
Comps, Voids and Returns
As highlighted previously, comps are usually used for courtesy purposes, especially if a customer is unhappy with the item(s) received. Generally, a comp applies to food that has already been prepared, whereas a Void is for items that have NOT been prepared. Void Item(s): Voids are typically for mistakes made in house, whether by the server or kitchen. Generally, items are voided before they are sent back to the kitchen.
Both options are only available after you have either sent an item/order to the kitchen or if you have selected the Pay option on an order. Unmodifiable items or orders will be indicated with a grey background on the order. If this is the case, you will need to perform a Void or close out the order with full payment.
Performing a comp or a void works exactly the same. The major differences are:
- With Comps, you cannot return items back to inventory because, generally, the item has already been prepared.
- Your reporting will distinguish comped items and/or orders separate from voided items and/or orders.
To perform a Void or a Comp, follow the steps below:
- Within the order, choose the icon to access the Actions screen. Choose either Comp or Void Item(s), depending on the intent.
- If there are multiple items in the order, you can choose an individual item or multiple. If you want to void or comp the entire order, Select All:
- If you are performing a Void, an additional option will appear for you to indicate if you want to return the item to inventory. Only use this option if the food has not been prepped:
- Once there is a product on the right side of the screen, you can click Next to continue.
- You'll be prompted to enter a reason why you are removing the item. If you have created reasons, you can choose from the options or you can type in your reason. Click OK when finished:
- The item will be removed from the order.
- If any portion of the order has already been paid for, you will get a final prompt asking if you would like to refund payment. If you choose Refund, the customer will be refunded using their original payment method:
Coursing and Seat Numbers
There are two main ways to account for courses and seats on the Point of Sale. The first is through a series of prompts including Guest Count Prompt, Seat Number Prompt, then a Course Prompt, while the second is through the Quick Course/Quick Seating Feature.
Guest Count, Seat Number and Course Prompt
If you want the system to automatically prompt you for Guest Counts, Seat Numbers and/or Courses, you can activate these settings from the Management Console. To do so, see below
- Guest Count - Activate from the Management Console under Settings > Prompt for Guest Count.
- Seat Number - Activate from the Management Console under Settings > Seat prompt for item addition
- Course Fire - See instructions under our TSR: Course Fire article
Once the above are activated, each time you add an item to an order, you'll be prompted to:
- Enter the Guest Count window. Specify the number of guests being seated in this window and press OK, or Cancel to return.
- After choosing an item to add to the order, you'll be prompted to choose a Seat Number to associate with the item.
- After choosing the Seat Number, you'll be prompted to choose the Course Number for that product as well.
- These prompts will pop-up for every product added to an order to ensure that Guest Counts, Seat Numbers, and Course Numbers are set correctly for each table.
- You are welcome to activate/deactivate any of these prompts based on your business. So, if you need Seat Numbers but not Course Numbers, activate/deactivate accordingly.
Quick Course/Quick Seating
If you do not want to be prompted for Course and Seat Numbers with every order, you can adjust this for certain items or orders only. This helps streamline your orders for efficiently. To activate this, from the Management Console navigate to Settings > Quick Course/Quick Seating and make sure this is activated and Save.
Once enabled, two additional action options appear when selecting a product to edit within an order:
If you select 0, then the item will not have a course or seat assigned, depending on which option you have selected.
Coursed Kitchen Printing Ticket
- When an order is coursed, a Summary Ticket will be printed upon first tapping Send This shows the products organized in consecutive courses, with every course included on the same ticket. This ticket will have the Order ID, Dining Option, Seat Count, Date and Time, and any other criteria that you choose to be included on your Revel Systems Dashboard.
- When you are ready for the kitchen to begin preparing the second course, either tap Send Order again, or tap directly on the products in the OrderWindow and select FireCourse
- Tapping SendOrder will send the courses to the kitchen consecutively, as will tapping on the products in the Order Window and tapping Fire
- If you wish for your course tickets to only include the words "Fire Course (x)" to avoid item duplication, this can be activated in the Kitchen View/Kitchen Print advanced settings tab of your Revel Systems Dashboard.
End of Day Process
Take a look at our How to Setup and Run the End of Day Process article for a complete list of actions and how to customize this process.
Credit Card Batch Process
Take a look at our Batch Process article for further instructions on completing your Batch Process for credit transactions.
Locking the Point of Sale with Guided Access
Guided Access is an Apple iOS feature that enables the iPad to be locked into an application and require a four-digit passcode. To Enable Guided Access, take a look at How to Enable Guided Access.