Purpose: Train staff by role before go-live. Each item links to the matching how-to article so staff can read and practise at the same time. For: Adoluna onboarding staff, store managers.
Before you start: the system is easy to learn. Usually a short intro for the manager is enough, and later questions go to Jay at Adoluna on WeChat. Create employees and passcodes in the Backoffice first (see 2.8.2 How to add an employee and set their passcode). Practise with test orders and void them afterwards. After training, send staff the link to this manual for later reference.
All staff #
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☐ Log in, log out and the home screen: 1.1.1 How to log in and out of the POS, 1.1.2 How to find your way around the POS home screen
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☐ Change language, check notifications: 1.1.3 How to change the POS display language, 1.1.4 How to check the Notification Center
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☐ Clock in and out: 1.5.1 How to clock in, take a break and clock out
Servers #
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☐ Open a dine-in order and choose a table: 1.2.1 How to start a dine-in order
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☐ Add modifiers, change quantity, hold items: 1.2.6 How to add modifiers and custom modifiers, 1.2.7 How to change an item’s quantity, price, discount or charge, 1.2.9 How to hold items before sending to the kitchen
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☐ Save, send and go to checkout: 1.2.12 How to save, send and settle an order
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☐ Check table status: 1.7.1 How to check table status and mark tables clean
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☐ Reprint or resend: 1.4.2 How to resend or reprint an order
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☐ Open the table on the POS to activate the tableside Kiosk (server-opened modes) and handle Need Help (if there’s a Kiosk): 1.8.3 How to open a table on the Kiosk for guests (server mode), 1.8.2 How to respond to a Kiosk Need Help request
Cashiers / front counter #
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☐ To-go, phone pickup and delivery orders: 1.2.2 How to start a to-go order, 1.2.3 How to take a phone pick-up order, 1.2.4 How to take a delivery order
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☐ Cash, card and gift card checkout: 1.3.1 How to take a cash payment, 1.3.2 How to take a credit card payment, 1.3.3 How to pay with a gift card
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☐ Split payments, split checks, merge orders: 1.3.5 How to take a partial or split-tender payment, 1.3.7 How to split a check by item, 1.3.8 How to combine orders
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☐ Print or text receipts: 1.3.9 How to print or text a receipt
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☐ Cashier In and Cashier Out: 1.5.3 How to start a cash drawer (Cashier In), 1.5.4 How to close out a cash drawer (Cashier Out)
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☐ Add waitlist parties and notify them (if the store uses the waitlist): 1.7.2 How to add a party to the waitlist, 1.7.3 How to notify a waiting party that their table is ready
Managers #
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☐ Find and reopen orders in Recall: 1.4.1 How to find an order in Recall, 1.4.3 How to reopen and edit a paid order
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☐ Void items and orders, refund: 1.4.4 How to void an item, 1.4.5 How to void an unpaid order, 1.4.6 How to void a paid order, 1.4.7 How to refund an order
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☐ Adjust tips, reconcile, run Batch: 1.6.1 How to add credit card tips in bulk, 1.6.2 How to reconcile card transactions before batching, 1.6.3 How to close a credit card batch
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☐ POS reports and end of day: 1.5.6 How to view, print or email POS reports, 1.5.7 How to close out the day (end-of-day checklist)
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☐ Common problems: 4.1.1 Why was a card charged twice, and how do I fix it?, 4.2.1 What to do when a printer isn’t printing, 4.4.1 What to do when the Local Server is offline
Notes #
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Stress in training: two people should never settle the same order at once, to avoid double charges (see 4.1.1 Why was a card charged twice, and how do I fix it?).
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For problems, contact the technical team: +1 (866) 588-8868, support@adoluna.com.
