2. General Information
Please take the time to make note of your merchant identification number in the space provided
For questions regarding your merchant account, please call: (866)
For Aldelo software questions call:
BankCard POS (877)
Sentry Safety Solutions (312)

3. General Info
If 1 of your client machines has a different time than the server, the server will change the client time to match
This is important since all reports are time stamped and dated
Once the Aldelo software is registered, you have 10 days to activate it
If you ever want to delete an option, simply check the hide button and save

4. Discounts Go to: back office, setup, general settings, discounts
Discount ID (this is the ID the software assigns to the account)
This screen will allow you to:
Name the discount
Assign the amount of the discount
Basis on which the discount will be used
Expiration date
Minimum ticket amount for discount to be applied
Discount group definition
Hide discount when you are not applying it anymore

5. Applying Discounts From the Order Entry screen Discounts
Discount order: applies to any item that does not have a discount applied
Discount item: applies to selected item
Cash discount: specify the amount manually
You are allowed to have a cash and order discount on the same check
Click on the discount type you plan to use
Done

6. Applying Credits From Order Entry screen click “Credit”
Choose the search method for customer
Phone, Account Code, or Customer Name
Provide the information for the customer
Choose the credit to apply to the order
If credit is not entirely used, balance will be kept for later use
Click “Done”

7. Dine In Table Groups
Go to: back office, setup, table setup, dine in table groups
Table Group #: specify name of table group
Add: add new table group if one hasn’t been specified for this #
Edit: edit table group that’s been created
Delete: after tables have been assigned to another group, target group can be deleted

8. Table Group Editor
This screen allows you to edit a table group you have already created
Go to: back office, setup, table setup, dine in table groups, edit
Table group name: specifies the name of the group
Group 1 name: specify the name of the 1st group that tips will be shared with “Hostess”

9. Dine in Tables
Allows you to create, edit, assign, and arrange tables in each of the table groups defined
Go to: back office, setup, table setup, dine in tables

10. Dine in Table Editor
Enables you to create and edit specific properties of a table
Go to: back office, setup, table setup, dine in tables, table

11. Job Titles & Employees
Go to: back office, setup, employee setup, job titles
This allows you to create and define employee job titles and security levels

12. Menu Categories Go to: back office, setup, menu setup, menu categories
Used only for reporting purposes
Has nothing to do with the visual display of then menu in the Order Entry screen
Each menu item is assigned to a specific menu category which will be shown when you create a sales report to find out how much of each menu category has been sold
Sales By Category Report

13. Menu Groups
Assign menu items to menu groups to make them available on the operating screen
Go to: back office, setup, menu setup, menu groups

14. Menu Items Go to: back office, setup, menu setup, menu items
Allows you to edit the menu items available in your restaurant
Once you have entered the menu item into the system, use the menu item editor to explore more detailed options
Go to: back office, setup, menu items, (select any menu group and any menu item)

15. Clocking In
If you are an hourly employee, you may not be able to clock in until your scheduled time
This function can be disabled by checking the option Schedule not enforced in the employee files under the Payroll tab
You can also allow your employees to have a grace period before their scheduled clock in time in the advanced settings section by selecting the option called Time card clock in grace minutes
Highlight it and click edit to change the value of the setting
If you don’t want to pay the employee for grace minutes, go to advanced settings and select Time card clock rounding

16. Clocking In Click on “Time Card” button on main POS screen
Enter access code
Click on “Clock In” button
If employee has multiple jobs, they will be prompted to clarify what job they will be working
2 requirements to enable multiple jobs:
Employee must have 2 separate employee files with the exact same information except the job title and pay rate
Go to: store settings, staff/CRM, and check the option called Employee with Multi Job Selection

17. View Schedule Click on “Time Card” button on main POS screen
Enter access code
Click on “View Schedule” button
Enter any date you wish to see
Either print the report on receipt printer or click ok to exit the screen

18. Earnings Report Click on “Time Card” button on main POS screen
Enter access code
Click “Earning Report” button to bring up information from current pay period
Either print the report on the receipt printer or click “ok” to exit the screen

19. Staff Bank
Staff bank is used when the employee will be taking care of their own money and a cash drawer will not be assigned to them
Personal cash drawer w/o a physical cash drawer
Money pouches are used
Employee cannot be a cashier
Only 1 can be used at a time

20. Staff Bank Continued Go to: store settings, revenue, cashier
Enable staff banking needs to be checked
Go to: back office, setup, employee setup, employee files, (select any employee), payroll
Enable use staff bank for every employee that will be using it
Start staff button will now appear on the time card screen
Once employee is in the time card screen, click on start staff bank and enter the start amount

21. Staff Bank Continued
Start amount can be provided by either the restaurant or the employee
You may also have the staff bank start automatically with the Auto Start Staff Bank When Clock In feature
This will always start the staff bank with $0.00

22. Cashier In
Before taking payments from customers, you need to tell the system you have a cash tray available to receive money
Features like gift certificate, pay out, refund, and settlement are exclusive to cash drawers

23. Creating A Cash Drawer
Go to: Back office, setup, general settings, cash trays
Enter the name of the cash tray
Name is only used for reference and does not show up when cashing in or out
Click save

24. Clock In, Then Cashier In
On main POS screen press “Cashier In” button
Enter access code
Click on the cash tray you wish to assign yourself
Enter your currency
Click finish
Click yes or no
You will now have full functionality

25. Closing The Cash Drawer
Click “Cashier Out”
Select cash tray that you are signing out
Adjust Gratuity screen (optional)
Gratuities from all orders can be adjusted by highlighting each order
After the tip amount is entered, you will be able to process the tip and continue on to the next order or on to the Money Count screen
Verify all checks and charges and check them off along with the cash in the drawer and any manager cash out receipts
Click “Finish”
Note any discrepancy
Accept

26. Clocking Out Click on time card button on main POS screen
Enter access code
Click on “clock out” button

27. Cashier Settle Operations
To settle an order using the “Settle” button in the main POS screen:
Click settle
Access code
Choose the order you wish to settle and select payment option

28. Issuing Gift Cards On main POS screen click “Gift Certificate” button
Access code
Swipe gift card through MSR reader while in MSR Card field
Enter acct num of card or certificate
Enter expiration date
Enter issued to and presented by field
Enter amount card will be worth
Select payment type
Enter amount received
Click finish

29. Recharging Gift Cards
On main POS screen click “Gift Certificate” button
Access code
Recharge
Select search option
Select yes or no
Swipe or enter the information of the gift card or certificate
Process card as if it is a new transaction to add amount charged to the existing gift card or certificate

30. Refunds From main POS screen touch “Refund” Access code
Enter the order number that refund applies to
Enter refund amount, reason, and method
Finish

31. Void On main POS screen press “Void” Access code
Select the order that needs to be voided or enter order number in “Quick Search” field
Enter void reason
If you use the same reason over and over create quick void reasons in back office, store settings, order entry
Choose yes/no
Choose waste or no waste
Waste will deplete inventory due to item being thrown away
No waste will not deplete inventory if item was not made

32. Recall Orders From main POS screen press “Recall” Access code
Select the order type
Click the order you wish to recall
Select the option you desire

33. Splitting an Order On the order entry screen select: Split Checks
Enter number of additional checks
Select the check you would like to work with in the top right corner of the screen
Click the items you wish to add to this check
Click on the “Guest” button and enter the number of guest for this check
Repeat until all assigned items are split off of the main check
Finish
Print checks

34. Combine Orders From Order Entry screen press: Combine
Select the order you wish to combine with the original order
Accept
Done

35. Adding Customer Name From Order Entry Screen: Customer Name
Enter the name and any necessary information
Finish

36. Changing the Number of Guest on the Check
From Order Entry screen:
Guest
Enter number of guest
Enter
Done

37. Changing Table Number From Order Entry screen Table
Select the table you wish to move the check to
Done

38. Recall Another Check on the Same Table
From Order Entry screen:
Checks
You can also create a new check for this table as well as print 1 or all of the checks
Highlight the check you want to change
Edit
You have the option of looking at the checks
Done

39. Managers & Owners

40. Modifier Builder Template Setup
Go to: back office, setup, menu setup, modifier builder template setup
Use this screen to create templates of modifiers to assign to menu items
No limit to the number of modifiers templates that can be created with each custom category
Go to: back office, setup, modifier builder template setup, template name
Edit the number of modifiers i.e. sides that are allowed to be made before the user is not allowed to select any more modifiers

41. Modifier Builder Editor
This screen allows you to edit the modifier you selected on the template while editing the template
Go to: back office, setup, menu setup, modifier builder template setup, template, modifier
You can also edit and arrange your menu groups
Go to: back office, setup, menu setup, menu groups, (select any menu group)

42. Manual Modifiers From Modifiers screen: Manual Entry
Highlight the menu item you want to make a modifier for
Type the name of the modifier in the modifier name field
Fill in additional cost of the modifier
Click add
finish

43. Forced Modifiers
In order to use the Forced Modifier system, they need to be setup in the Back Office:
Setup
Menu Setup
Forced Modifiers
After modifiers are setup return to the Order Entry screen
Select menu item
Select modifier from 1st level popup
This will continue until there are no more levels or when the 7th level has been reached
You may also disable the finish button from the back office:
Store settings
Products
Modifiers
Disable Finish

44. Modifier Builder Template
Provides maximum flexibility
Template can be assigned to more than 1 menu item
From Back Office:
Setup
Menu setup
Modifier Builder Templates

45. Modifier Builder Template Continued
Click menu item that has a modifier builder template assigned to it
Click the group you want to work with for this menu item
Select the modifier type you want to work with (tan/light orange buttons above modifiers)
Select the modifier you want to add to this menu item

46. Menu Recipe Editor
This allows you to configure your menu item recipe so that your estimated inventory usage can be reviewed according to sales activities
Go to: back office, setup, inventory setup, menu recipe editor

47. Manager Cash Out Payout Access code Manager cash out
Enter the amount removed
This will print out 2 receipts & will have space for the manager’s signature
Place 1 receipt with money removed and 1 with the cash drawer
Be sure to include the cash out receipt as part of the drawer amount at the end of the night

48. Editing Time Cards
When employees make mistakes on their time cards, the time card may need to be adjusted to reflect the correct time. This is done by editing the time card in the Edit Unpaid Time Cards screen
These steps assume an employee has clocked in and out at least once

49. Editing Time Cards
Click on “Time Cards” in the Main POS screen. This will bring up the Employee Time Card screen with your name at the top. If you are a manager, you will have the rights to click on “Edit Time Cards”.
Click “Edit Time Cards”. This will bring up the “Edit Unpaid Time Cards” screen.
Highlight the employee name that has a time card that needs to be changed.
Below the employee name list, highlight the date you wish to edit. This will bring up this time card so that is may be edited.
Click inside the “Clock In Time” field to turn it green when the field is green, the field is active and can be edited.
Use the Hour, Minutes, and Date buttons to change the time in the field.
Click and edit each field you need to change.
Click “Save”. This will prompt confirming the changes.

50. Reverting or Re-Opening an Order
If an order has been closed and needs to be re-opened, you can revert the order and change its status back to open
This will allow you to make changes to the order
This is a manager only function and should be protected from normal employees.

51. Reverting or Re-Opening an Order
Click on “Recall” in the Main POS screen & enter your access code
Click “Open Order”. This will change the button to “All Order” which will show orders that have been settled. By default closed orders are not shown
Click the order you wish to revert to bring up the “Recalled Order” screen
Click the “Re-Open Check” button. This will prompt for a manager’s access code
a. The security for this is called “Access Daily Closing Report” and it located in Back Office > Security Settings

52. Reverting or Re-Opening an Order
Enter a manager access code, This will prompt you to confirm that you would like to re-open the check
Click “Yes” to confirm the check was re-opened.
You will now see that the check is able to be edited and has a “Partial Payment” status set
The Partial Payment status is because the payment is still applied to the order but it is no longer closed
You are now able to treat this order like a normal order. If you need to change the amount paid, you will first need to remove the current payment from the order. Do this by clicking on the Red button next to the payment.

53. Reverting or Re-Opening a Cash Drawer
If you have closed a cash drawer and need to make adjustments to it, you can revert the cash drawer back to an open status
You will only be able to revert cash drawers that are less than 2 days old
If it is 3 days old, you will not be able to revert it for any reason

54. Reverting or Re-Opening a Cash Drawer
Click on “Operations” in the Main POS screen
Enter your access code. This will bring up the Operations Center screen.
Click on “Revenue Center”. This will bring up the Revenue Center screen.
Click on the “Re-Open Cashier” button. This will prompt to confirm the revert operation.
Click “Yes”. This will bring up a screen allowing you to select the bank you wish to re-open.
Click on the bank you wish to re-open. This will prompt to confirm the operation.
Make sure you have the correct bank by referring to the “Liability #” on the buttons. Cross reference this by using the Bank Liability option in Revenue Center.
Click “Yes” to confirm the operation

55. Inventory Groups
Allows you to maintain a list of the inventory groups for grouping inventory into logical sections
Allows you to assign inventory items to the inventory groups so that you can review your inventory items in a more organized manner instead of seeing all inventory items listed randomly
Go to: back office, inventory setup, inventory groups

56. Inventory Locations
Enables you to maintain a list of your inventory locations for grouping your inventory into logical areas
Go to: back office, setup, inventory setup, inventory locations

57. Inventory Vendor
Purpose of this screen is to allow you to keep a list of your inventory vendors
Vendors can be linked to the inventory item
Shows who the preferred vendor for that particular item is

58. Inventory Items
Go to: back office, setup, inventory setup, inventory items
This screen allows you to maintain a list of the inventory items that the restaurant buys or uses
Items defined in this dialog window will be used in the menu recipe definition

59. Inventory
Purchase Order #: the number assigned to this purchase order. If it is a new purchase order, it will say new until the purchase order has been saved
Account #: the account number for this supplier. This will show in the list when you are reviewing your purchase orders
Vendor Name: field allows you to enter the name of the vendor that these item(s) are coming from
Purchase Order Date: This field allows you to enter the date that the items were ordered.

60. Inventory
Inventory Item Name: allows you to enter the name of the inventory item. This field will attempt to guess what item you are trying to enter while you type
Quantity Ordered: allows you to enter the quantity that was ordered
Price Per Quantity: allows you to enter the price per quantity of the ordered items.

61. Review A Purchase Order
After you’ve created a purchase order:
Click “Review Purchase Order”. This will bring up the Purchase Order Selection screen
Select the purchase order that you want to review by clicking on the name of the purchase order and clicking “Review”
If you want to delete the purchase order than select the name of the purchase order that you want to delete and click “Delete”
Once in the purchase order screen, you can edit this like you normally would

62. Receive Inventory Items
This feature allows you to receive inventory items that you will get from your vendors
Will record your inventory items that you're receiving from your vendor
Will calculate your inventory items’ quantity on hand along with the cost per quantity

63. Receive Inventory Items
Click on the “Receive Items” button
Select the date range with the “Earliest PO Date” and “Received Date” fields
Select the purchase order that you want to receive in the drop down list at the top of the screen
Review the items for this purchase order. If all information is correct, you can click “Finish”
If the information for any item is incorrect or still needs to be filled in, click “Edit” after you highlight the item
If you need to add an item that is not on this list for this purchase order, click “Add”
If you need to remove an item from this purchase order, highlight the item and click “Remove”
Once the list is complete and correct, click “Finish”

64. Physical Inventory Count
Used to record actual inventory on hand
Once inventory is already entered in the system:
Click on “Physical Inventory Count”
Highlight the inventory item that you will enter a new quantity for
Enter the new quantity that is on hand in the “New Qty” field.
This is the total qty you have on hand, not how much you are adding
Click the “Record” button once you are done entering the numbers in

65. Physical Inventory Count
If you have already scanned all of your inventory items on a scanning device, export that info into a text file on your computer
You can then click the “Inv. Download” button and choose that text file with all the scanned inventory items
Click the “Download” button to import the file to the software and show the actual physical inventory

66. Setting Inventory Depletion
Once the menu recipe is complete:
Back office
Products
Inventory
Check box next to inventory depletion

67. Backing Up The Database
Backing up the database allows you to make backup copies of your database in the case that your real database becomes corrupted or unusable
You can only backup the database at the computer that has the database locally stored on the computer
To back up the database go to the Back Office and click on the Backup Database button
Select the folder where the database will be stored
We have provided a backup folder for your use in the Aldelo for Restaurants folder during setup
After you have selected the folder for the backup, click the Backup button
After the backup is complete then you will get a confirmation window confirming that the back up has been completed. The database, the adResSettings.dat and the asResHostess.dat file will be backed up. Keep these files safe and always keep a second location for the backup just in case your primary backup is damaged.

68. Backing Up The Database
You can also use the Windows built in backup software to schedule automated backup times so that you can snapshot your database at certain time intervals, or simply automate the once a day back up all together.
This can also be done through Aldelo for Restaurants in Station Settings > General. The only thing to keep in mind is the other stations must not be running Aldelo for Restaurants when a backup is performed.

69. Exporting Data
Allows you to export data to transfer to another blank database or into an existing database
To export the data, select the data you would like to export and click “Export”
If you want to export the entire database, select “Export Entire Database”
This will create a text file containing all the data you have chosen to export
This data is in a proprietary format and cannot be edited. The exported file will be saved in the Export folder contained in the C:\Documents and Settings\All Users\Application Data\Aldelo Systems\Aldelo Data\Aldelo For Restaurants\Export directory

70. Importing Data
This feature allows you to import data that was exported from another Aldelo for Restaurants database
If you try and import into a database that has existing data, it will hide the information that could not be imported in
Simply create a new item and pick the menu items that have been hidden to bring them back
Click “Import”
Locate the export file and click “Open”

71. Importing New Resource Database
This allows you to import a new language database created in the Aldelo Localization Utility
The name of the language database should be adRes.imp
This file contains all the strings for the software allowing you to change them and customize your software
Refer to the Aldelo Localization manual for more information on how to create new language databases

72. Exporting Reports
Aldelo for Restaurants allows you to export all of the built-in reports
Once you are inside the report, Click the “Export” button
You will then get a confirmation window confirming that the report has been saved to an .xls file in the programs directory under the Export folder
You can use Microsoft Excel to view the exported file

73. Running A Closing Report
Gives you a report of all sales and other important closing information for the report day
Go to: Operations, Revenue Center, Closing Report
Choose whether or not to print Access Denied Logs
Print after you are done reviewing the report
You can run this as often as needed throughout the day to figure out sales totals for the day

74. Bar Operations With Aldelo Liquor Controller Server
Part 2
Bar Operations With Aldelo Liquor Controller Server

75. Setup
After installing and activating the software, connect the liquor dispensing system to the computer using a serial cable
Communications between Aldelo for Restaurants and the Aldelo LCS is accomplished through TCP/IP
Go to:
Aldelo For Restaurants
Back Office
Setup
General Settings
Station Settings
Other Options
Extra Settings
Scroll down to “LCS IP Address”
Double click and enter the IP address of the computer where the Aldelo LCS software and liquor dispensing system is installed

76. Setup Continued
You must configure the communication settings when you launch Aldelo LCS for the first time
Please adjust settings to:
COM Type: Berg Generic
COM Port: 1
Baud Rate: 9600
Word Length: 8
Parity: None
Stop Bits: 1
Save changes and close

77. Setup Continued
Once you have selected and saved your settings, you will be prompted to enter the path to the Aldelo For Restaurants database
Point the software to your live database
If you are not sure where the database is located, you can find the location in the “Back Office” of Aldelo For Restaurants
Location is labeled “Data Source”
After the database is selected, the software starts and the main interface appears

78. Menu Recipes
This is where all menu items in the Aldelo For Restaurants database are displayed
1st level in the tree are “Menu Groups”
Menu items marked as “Bar Drink Items” appear below their assigned group
Items that have no recipe defined appear in red
After defining a recipe, the color changes to black
This feature helps track menu items that are still undefined

79. Menu Recipes Continued
To add a recipe to a particular menu item, highlight the menu item or modifier in the list
Look at the drink items affiliated with the drink appear in the display screen
You may add more to the recipe or close out of the screen

80. Liquor Setup
Before adding items to menu recipes, you must define the liquor items by assigning each portion size a “Price Look-up (PLU) number”
These liquor quantity combinations must be setup under the “Liquor Setup” tab before configuring the Aldelo LCS

81. Liquor Families
Each Liquor must be categorized into its respective family
You may add as many as you like by simply clicking “Add”

82. Liquor Item
Specify the liquor brand name with its associated family

83. Liquor Quantities
This is where you enter the portion size in ounces along with the PLU number for each portion size
Make sure to check the box next to “Post Check” to ensure inventory accuracy

84. Dispense Tracking
When an item is ordered in Aldelo For Restaurants, it appears in the “Dispense Tracking” section where it remains until the allocated portion size and brand are poured

85. Client Connections IP address should appear in both sections
This enables you to ensure the LCS and restaurant software are communicating properly