SP-1 POS Dashboard

Are you aware of the Dashboard feature in SP-1?  This is a great tool to help you quickly see where you are at during the day.  There are four components to the dashboard system in SP-1.

 

1) Dashboard Main Screen:  This screen shows you all the quick information about your business.  Total sales, voids etc.

 

 

2) Daily Detail – This tab shows you menu group sales compared to last week, last month and last year.  It’s a great way to see if you are doing better than the past.

 

 

 

 

 

 

 

 

3) Graphing.  With the hourly detail tab, you can see today vrs last week, last month and last year.  This tab also can show you that same information by total tickets!

 

 

 

 

4) Highlights.  If you select an our with your finger or mouse, Sp-1 will compare that hour to the same hour last week, last month and last year!

 

 

 

 

 

 

 

 

 

 

America’s Best Coffeehouse Competition!

Have you heard of America’s Best Coffeehouse competition?   SelbySoft is one of the sponsors of this exciting new competition!

This is a competition that will see one coffee shop crowned “America’s Best Coffeehouse” and takes place this year at the Seattle Coffee Fest.   The show dates are September 21-23 and it’s free to enter the competition.

Eight finalists will compete for the chance to take the first spot.

 

Head over to www.coffeefest.com for more information!

 

Credit Card Setup

One of our Customer Service guys recently took a call from someone that was asking about some specifics in the way our Credit Card system is setup.  That sounded like a good blog topic!

SP-1 allows for some customization on the credit card side of things.  Here are some of the most common items that we can customize.

  • Credit Card Printing Threshold:  This allows you to specify at what point you don’t automatically print a credit card receipt.  For instance, if you set this to $20.00, credit card receipts will only automatically print if the ticket is over $20.00!  Of course, you can manually print a slip if someone requests it.
  • Number of Receipts to Print:  Setting this to 2 will provide two separate receipts for your customer.
  • Print Employee:  You can choose to print the employees name, ID code or both on the receipt.
  • Tip Description:  Want to have the tip line print “gratuity”?  Enter that here.
  • Print Customer Name:  If you have a name or a customer account attached to the ticket, then you can choose to print this on the receipt.
  • Print Voids: Selecting this will allow you to force a voided credit card slip to print.
  • Tip Guideline:  You can choose to print a suggested tip amount.   You have two areas to fill a suggested percentage in.  For example, if you put 10 and 20, then SP-1 will calculate the dollar amount of the tip based on 10% and 20%.
  • Header:  Enter in what you want printed on the top of the credit card receipt.
  • Agreement:  Enter in what you want printed on the bottom of the credit card receipt.

Discounts

SP-1 is a pretty powerful program.  One of the things that makes it so powerful is the flexibility on the little things.  I thought it would be beneficial to cover the different ways you can setup a discount in SP-1.

This blog was inspired by a conversation with Mark at Blackstone Pizza in Iron Mountain MI.   Mark had some questions on how to manage discounts with his employees.

First, remember that you can have unlimited  discounts in SP-1.  Each discount can be setup to only discount a specific item at a specific time and a specific day!  So, you can actually setup a discount that would give 10% off sandwiches on Tuesdays between 2pm and 4pm.  That discount would only work at that time.

I’ve included a screen shot of a discount that we use in our demonstrations:

All discounts in SP-1 are a dollar or percentage off an item or items.  Let’s cover some of these fields and see how they work.

Discount: This is the discount name that is used.  This is how the discount is identified on reports and on the order screen when it is used.

Price/Table: Enter a price ($10.00) or price table in this field.  If you use a price table, you can limit the discount to certain times of the day or even days of the week.  There are three ways this works:

1)  Percentage discount – the  amount entered here is a percent.

2)  If you are setting this up as a dollar amount discount then this will be the amount that the discount is for.

3) If this is left blank, then it is a manual discount.  Manual discounts require the employee to enter the amount to be discounted.   Usually not something that you want to leave without a security level.

Expire:  This discount will no longer be available 30 days after this date.

Dollar Amount: Select this to have a dollar amount discount.   If you had entered $10.00 into the Price/Table field, then this would be a $10 off discount.

Percentage:  If this is selected, SP-1 will use this as a percentage discount.  If you had entered $10.00 into the Price/Table field, then this would be a 10% discount.

Line Item:  Line item is a special percentage that will only apply to one specific item on the ticket.  This is a great way to discount a specific item in the case of a mistake.

Max.Disc.Amount: With this, you can enter the MAXIMUM amount an employee can discount!  In the example above, you can enter any discount amount up to 10%.   It’s a great way to limit what employees can discount.

Reward Pts.%:  Setting this to zero means that any items that are discounted are excluded from the rewards!  This stops “double dipping” for those of you doing buy 10 get 1 free programs.

Cust.Reward:  Select this if this is a reward discount.  Reward discounts are used with the free gift and loyalty system included with SP-1.

Misc.Charge.:  Can you discount a miscellaneous charge.

Gift Card:  Can you discount a gift card sale.  This is very powerful as it allows you to be able to discount gift or pre-paid cards that customers purchase.

Security Level:  Yes, you can password protect discounts.  This is important so employees don’t use discounts they are not supposed to use.

Comp: This will allow you to setup a specific discount that is used to ‘comp’ a customer.  This discount option affects your server and delivery close outs as well.

Dine In / Carry-Out / Pick-Up / Delivery:  These switches set the discount to be order type specific.  If you want a carry out only discount, this is how you would do it!

Menu Items:  This is where you specify, exactly, what items are allowed in this discount.

Don’t hesitate to tell us how you use your discounts or if you have any comments!

 

 

 

Caller Id for Deliveries and Pickup!

Do you take phone orders?  If so, you can save your staff time by implementing a Caller Id system.  SelbySoft has a fully integrated Caller ID system that allows your employees to see who is calling in!

This caller id system will appear when the phone rings.  SP-1 will show you the customer name and phone number.  If that customer is already in your customer database, the address will be shown as well.

When you select the appropriate button, SP-1 automatically pulls up the customer and shows you their information and last order.  That eliminates having to enter the entire phone number when you answer the phone.

If  the customer is not in the database then you have the option to add that customer.  Once you add, the name and phone number information are automatically added to the customer file by the caller id system.  That eliminates having to re-type that information in.

Give us a call if you would like to explore this option more fully!  There are some neat little factoids for you about Caller ID below!

 

Theodore George “Ted” Paraskevakos from Greece, was the first person to patent caller id technology.  This happened in 1968. From 1969 to 1975 he was granted 20 or so patents on that technology.

Kazuo Hashimoto, a Japanese inventor with over a 1,000 patents built the first prototype caller id display.  That is now on display in the Smithsonian!

 

 

5 SP-1 For Coffee POS Tips You Might Not Know

For those of you that have our SP-1 touch screen point of sale system, here are five tips that you might not be aware of.

1.  Do you often have an ‘on the side’, ‘extra hot’ or ‘see cashier’ comment?  You can create up to thirteen pre-programmed comments to use in the Order Screen.  That’s right, you don’t have to have every comment be a manual input.  This can be setup in System Setup and then Comments.

2. Last ticket look up.  Ever want to re-print that receipt for the customer?  Easy.  Review ticket and enter 9999.  Because SP-1 can store up to 9,999 tickets per day, entering 9999 automatically pulls up the last ticket in the system.

3.  Split checks simply.  You don’t have to be a table service restaurant to need to split checks.  We often hear from coffee shops and quick service pizzeria’s that they occasionally get a large orders.  The customer then arrives with three other people’s money in hand and wants the tickets separated.  SP-1 makes this easy by allowing you to touch the ticket items

4.  Print labels.  Actually two different kinds of labels.  We can print your retail barcodes and also delivery box labels.  Retail labels allow you to use a barcode scanner to quickly ring in retail items.  Boxlabels are a great choice for making sure that your delivery drivers are able to see what needs to be delivered where.

5.  Send employee messages.  That’s right, you can type an internal email in SP-1.  Better yet, that email will show up when the employee clocks in!

 

Coffee Fest Seattle

Come join us at Coffee Fest Seattle!  SelbySoft will be exhibiting in Booth 501  September 21-23.

If you have not registered yet, there is still time!  Contact us to find out how to save 50% on your admission!

Find out more about Coffee Fest by visiting their website here: http://coffeefest.com/Event/Attendee/Default.aspx

 

You can find out more about the America’s Best Coffeehouse competition here:  http://coffeefest.com/Event/Attendee/CoffeeHouseCompetition.aspx

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