Geller Touch User manual

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Geller Touch
Geller Touch User Guide
Version 1.0 (8.1.0 r2b31)

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Contents
About This Manual.....................................................................................................9
Back Office ..............................................................................................................10
General Navigation...............................................................................................10
Your Product Database ........................................................................................11
How to create a new PLU/Product.....................................................................12
Editing existing Product .....................................................................................13
Deleting a Product .............................................................................................14
Add a comment..................................................................................................15
Enable Compulsory Receipts for a Product.......................................................16
Suppliers...............................................................................................................17
Creating new Supplier........................................................................................17
Editing an existing Supplier................................................................................18
Deleting a Supplier.............................................................................................18
Condiments...........................................................................................................19
Creating a new Condiment ................................................................................19
Editing a Condiment...........................................................................................20
Deleting a Condiment ........................................................................................20
Attaching a Condiment to a Product..................................................................21
Removing a Condiment from a Product.............................................................22
Menus...................................................................................................................23
How to create a new Menu................................................................................23
To edit an existing Menu....................................................................................23
To delete a Menu...............................................................................................24
Questions..............................................................................................................25
To create a new Question..................................................................................25
Attaching a Question to a product......................................................................26
To remove a Question from a Product...............................................................26
Customer Display (Pole Display)..........................................................................27
Create a message..............................................................................................27
Saving Changes.................................................................................................28
Operators..............................................................................................................29

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To create a new Operator..................................................................................29
To edit an existing Operator...............................................................................31
To delete an Operator........................................................................................31
Receipt Set Up......................................................................................................32
Setting the Header and Footer for Receipts......................................................32
Reason Menus......................................................................................................34
To add a value to a reason type ........................................................................34
To remove a reason...........................................................................................35
Sales Mode..............................................................................................................37
Basic User Operations (Hospitality)......................................................................37
To access Sales Mode from the Back Office.....................................................37
Signing on to the till............................................................................................38
Making a Sale ....................................................................................................39
Using the Quantity Button..................................................................................40
Selling with a Modifier........................................................................................41
Free Text............................................................................................................42
Using a menu.....................................................................................................42
Selling Products with Condiments .....................................................................43
Layaway.............................................................................................................43
To recall a transaction that has been laid away.................................................44
Storing to Tables/Tabs.......................................................................................45
Covers................................................................................................................47
Splitting the Bill ..................................................................................................48
Moving products to another table.......................................................................49
Product Search ..................................................................................................50
Product Enquiry .................................................................................................51
Paying a transaction ..........................................................................................52
To accept multiple Tender Types.......................................................................53
Printing a Receipt...............................................................................................54
Basic User Operations (Retail).............................................................................55
To access Sales Mode from the Back Office.....................................................55
Signing on to the till............................................................................................56
Making a Sale ....................................................................................................57
Product code......................................................................................................58
Using the Quantity Button..................................................................................59
Free Text............................................................................................................59

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Using a menu.....................................................................................................60
Using the scanner for products with barcodes...................................................61
Layaway.............................................................................................................61
Product Search ..................................................................................................63
Product Enquiry .................................................................................................64
Paying a transaction ..........................................................................................65
To accept multiple Tender Types.......................................................................66
Printing a Gift Receipt........................................................................................67
Printing a Receipt:..............................................................................................67
Functions ..............................................................................................................68
Fixed Discount ...................................................................................................68
Item Discount.....................................................................................................68
All Discount (Subtotal Discount) ........................................................................69
Void/Void Entire Transaction .............................................................................70
Void Entire Transaction......................................................................................71
Refund Item .......................................................................................................71
Refund Current Transaction...............................................................................72
No Sale ..............................................................................................................72
Paid Out.............................................................................................................73
Paid In................................................................................................................74
Price Change .....................................................................................................75
Terminal Reports.....................................................................................................76
Current Financial ..................................................................................................76
Current Financial................................................................................................76
Group/Dept ........................................................................................................76
Product Sales.....................................................................................................76
Sales Commission .............................................................................................76
Charge Sheet Status..........................................................................................76
Mix and Match....................................................................................................76
Archive/Central –Sales........................................................................................77
Daily Sales.........................................................................................................77
Weekly Sales By Day.........................................................................................77
Consolidated Weekly Sales...............................................................................77
Sales By Period .................................................................................................77
Sales Commission .............................................................................................78
Operator Sales...................................................................................................78

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Group/Dept.........................................................................................................78
Product Sales Report.........................................................................................78
Hourly Report.....................................................................................................78
Mix and Match....................................................................................................78
End of Day .........................................................................................................79
Cash Declaration ...............................................................................................79
Sales Review........................................................................................................82
Central/Archive Sales ........................................................................................82
To find a transaction from a past date ...............................................................83
To Print a Copy Receipt.....................................................................................86
To Print an A4 copy of the receipt......................................................................86
To void the transaction.......................................................................................87
To Print the Search result List from the Receipt Printer ....................................87
To Print a Copy Of a Selection Of Receipts ......................................................88
To Export to HTML.............................................................................................88
To Export to Excel:.............................................................................................88
To Change the Current Criteria:.........................................................................88
Serial Tracking......................................................................................................89
Set up a product for serial tracking....................................................................89
Selling a Product with serial tracking.................................................................89
Looking up Serial Tracking transactions............................................................91
Mail Merge Wizard................................................................................................92
To Export Data...................................................................................................92
Commission..........................................................................................................96
Setting Up Personnel.........................................................................................96
Deleting Personnel.............................................................................................97
Editing Personnel...............................................................................................98
Saving Changes.................................................................................................99
Setting Up Rates................................................................................................99
Selling with Commission Set............................................................................100
Clock In/Out........................................................................................................102
To Clock In.......................................................................................................102
To Clock Out....................................................................................................102
Labels .................................................................................................................103
Printing from the Product Record.....................................................................103
Printing from the Database..............................................................................104

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Credit Notes........................................................................................................107
Issuing a Credit Note .......................................................................................107
Using/Redeeming a Credit Note......................................................................108
Stock In/Out...........................................................................................................109
Setting up a Stock item....................................................................................109
To set up a recipe item ....................................................................................111
Stock Orders.......................................................................................................114
To create a new Order manually......................................................................114
Setting a Product to use min and max criteria.................................................117
To Book an Order into Stock............................................................................118
If the delivery was correct:...............................................................................120
If the delivery Qty or Cost was incorrect:.........................................................121
Deleting an Item...............................................................................................122
Adding an Item.................................................................................................122
Edit an Item......................................................................................................123
Goods In .............................................................................................................124
Creating Goods In............................................................................................124
Goods In Page.................................................................................................127
Stock Taking.......................................................................................................128
Doing a Stock Take..........................................................................................128
Stock Adjustments..............................................................................................131
To create a new adjustment.............................................................................131
Stock Adjustments Screen...............................................................................134
Edit an Adjustment:..........................................................................................135
Delete an Adjustment.......................................................................................135
View an Adjustment.........................................................................................136
Customer Back Office............................................................................................137
Customers ..........................................................................................................137
Creating a New Customer................................................................................137
Adding a Customer to a Group........................................................................139
Attaching a Picture...........................................................................................139
Allocating a Swipe Card...................................................................................140
Entering Birthdays and Anniversaries..............................................................140
Putting a Customer ‘On Stop’ ..........................................................................140
Adding Comments ...........................................................................................140
View Deposit History........................................................................................141

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Transaction Overview ......................................................................................142
Customer Groups ...............................................................................................143
Adding a New Group........................................................................................143
Deleting a Group..............................................................................................144
Customer Orders ................................................................................................146
Create a New Order:........................................................................................146
Add to an Existing Order:.................................................................................148
Remove an Item from an Order.......................................................................150
Amending a Product on an Order....................................................................151
To Print the Order ............................................................................................151
To Print a Mini Statement ................................................................................151
Deleting an Order.............................................................................................152
Loyalty ................................................................................................................153
Setting Up a Customer for Loyalty Discount....................................................153
Loyalty Points Overview...................................................................................153
Comments ..........................................................................................................154
Adding Text......................................................................................................154
Listing .................................................................................................................155
Run a Report....................................................................................................155
Customer on the Terminal.....................................................................................156
Credit Notes........................................................................................................156
Issuing a Credit Note .......................................................................................156
Using/Redeeming a Credit Note......................................................................157
Deposits..............................................................................................................159
Taking a Deposit..............................................................................................159
Refund a Deposit .............................................................................................161
Print a Deposit List:..........................................................................................162
Redeeming a Deposit ......................................................................................163
Orders.................................................................................................................165
Create a New Order.........................................................................................165
Add to an Existing Order..................................................................................167
Remove an Item from an Order.......................................................................169
Amending a Product on an Order....................................................................170
To Print the Order ............................................................................................170
To Print a Mini Statement ................................................................................170
Deleting an Order.............................................................................................171

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Adding a Deposit to an Order ..........................................................................172
Refunding a Deposit from an Order.................................................................174
Finalising an Order...........................................................................................176
On Stop...............................................................................................................178
What happens on the till? ................................................................................178
Loyalty ................................................................................................................179
Making a Sale with Loyalty ..............................................................................179
Redeeming Points............................................................................................180
FAQs and Top Tips ...............................................................................................182

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About This Manual
This Manual tells you how to use Geller Touch. It gives you information on how to
set up and maintain your system and some general good practice advice. Any
information you cannot find in this manual is covered in the Advanced User Manual,
please speak to your Dealer.
This manual assumes that the target audience is familiar with PC s and their
general use.
To make the manual user friendly; icons that you will see on your screen have been
used e.g.

Keep an eye out for boxes like this as they contain tips and helpful hints!
Mix and Match is not included in this version as it is currently being rewritten
Handhelds, Location Stock, Accounts, Bookings and Scales will be included in the
next release

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Back Office
General Navigation
Top - takes you to the first record
Previous - takes you to the previous record
Next - takes you to the next record
Last - takes you to the last record
Delete - will delete the current record
Save –saves any changes made to the current record
Abort –exits the current record and does not save any changes
Exit –exits the Geller Touch Software