Harbortouch ECHO User manual
USER GUIDE
HARBORTOUCH ECHO®POS
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INDEX
EMPLOYEE FUNCTIONS:
Clocking In/Logging In
Logging Out
Calculator, ECR and POS Mode
Beginning a Transaction
Item Functions
Ticket Functions
Payment Options
Refunding a Sale
Customer Database
Gift Cards
Shift Report/Clocking Out
MANAGER FUNCTIONS:
Enabling/Disabling Modules
Accessing the Manager Screen
End of Day Process
Time Management
Creating/Editing Jobs
Creating/Editing Employees
Creating/Editing Discounts
Creating/Editing Order Types
Item Tracking
General Settings
Receipt Settings
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CLOCKING IN/LOGGING IN
1. From the log in screen, type your four
digit PIN.
The first time you log in each day will
also clock you in for your shift.
You should have created this PIN
during the Setup Wizard sent to you
via email. For additional assistance,
please contact Technical Support at
800-201-0461.
1. Select the user name in the top right
corner of the ticket screen.
2. Choose Logout/Exit from the drop
down menu.
Note: Logging out will not clock you out
of your shift. You must go to your Shift
Report to clock out.
EMPLOYEE FUNCTIONS
LOGGING OUT
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CALCULATOR, ECR AND POS MODE
You can switch between ECR or POS Mode at any time by selecting the corresponding button at the top of the screen.
POS Mode
This mode organizes your items by Depart-
ments and Item Tags for easy searching.
It is ideal for businesses with a large num-
ber of items or different departments.
ECR Mode
This mode can be used to list items on
the screen with a calculator displayed for
entering prices of items not listed in the
system. This view mimics a traditional
cash register.
Calculator Mode
Calculator mode will be shown by default
if the departments and items modules are
not activated on the system.
EMPLOYEE FUNCTIONS
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POS Mode
To begin a transaction in POS mode, select
an item from the right side of the order
screen or scan an item’s barcode. This will
automatically create a new ticket and you
can continue adding items.
ECR Mode
To begin a transaction in ECR Mode, select
an item from the right side of the order
screen, scan an item’s barcode, or enter a
dollar amount on the calculator. This will
automatically create a new ticket and you
can continue adding items.
EMPLOYEE FUNCTIONS
BEGINNING A TRANSACTION
Calculator Mode
To begin a transaction in Calculator Mode,
enter a dollar amount on the calculator that
corresponds to the price of each item being
purchased. Press the + button after each
item price to add it to the ticket.
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By selecting an item on the ticket, the item management functions will appear.
Quantity
This function will allow you to modify the quantity of the selected item.
Special Request
This function allows you to enter custom requests for the kitchen.
Remove Item
This function will allow you to remove the selected item from the ticket.
Cancel
This function allows you to cancel the current changes and return to the ticket screen.
Change Price
This function allows you change the price of the selected item.
Discount Item
This function will list all available discounts that apply to the selected items.
ITEM FUNCTIONS
If there are Modifier Sets assigned to an
item they will be listed on this page. You
will be unable to leave this page until you
have selected any required modifiers.
ADDITIONAL TICKET FUNCTIONS:
RECALL
This function opens the ticket function screen.
PRINT
This function prints the currently selected ticket.
VOID
This function voids the currently selected ticket. If the ticket was previously paid, a void slip will print in the kitchen.
SEARCH
Search options are available at the top of the screen. Held or completed transactions can be filtered as well as date
ranges. Select “Open” to re-open the selected ticket.
HOLD TICKET
The “Hold” function parks the transaction
for recalling at a later time.
Note: Holding a ticket does not automati-
cally send the order to the kitchen. This
must be done manually on the Recall
screen.
TICKET FUNCTIONS
EMPLOYEE FUNCTIONS
DISCOUNT TICKET
This function will prompt to select a
discount that applies to the entire ticket.
EMPLOYEE FUNCTIONS
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To access the Item Functions below, select an item from the ticket.
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1. The most common increments for cash
payment will be displayed at the
bottom of the ticket. These quick pay
options will include exact change as
well as the closest amount if paid in
singles, fives, tens, or twenties.
Selecting one of these options will
finalize the transaction and display
the change due. This method is com-
monly used for counter-based transac-
tions.
PAYMENT OPTIONS
2. Alternatively, you can select “Pay” on
the bottom of the ticket.
3. On the payment screen, shortcuts are
available on the left and right sides of
the number pad. The shortcuts or the
number pad can be used to enter an
amount if using multiple tender types.
Otherwise, selecting the tender type
without an amount will enter the exact
amount.
4. If “Credit” is selected, the system will
prompt to enter a credit card number.
Swipe the card or if necessary the
credit card number can be manually
entered using the attached keyboard.
5. “Force Authorization” allows you to
enter transactions taken while offline.
The credit card information can be
manually entered using the keyboard.
You will need to enter an Authorization
Code.
PAYMENT OPTIONS (CONTINUED)
6. If signature screen is enabled, the
system will prompt to enter the tip
amount after the credit card informa-
tion is entered.
EMPLOYEE FUNCTIONS EMPLOYEE FUNCTIONS
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PAYMENT OPTIONS (CONTINUED)
7. If enabled, an option will be available
for the customer to sign directly on
the touchscreen for credit card trans-
actions. The Harbortouch Echo station
has a release button on the base
that will allow the screen to swivel
180 degrees to face the customer and
lock into place so that they can sign
the screen.
EMPLOYEE FUNCTIONS EMPLOYEE FUNCTIONS
REFUNDING A SALE
3. Once you have chosen which transac-
tion to refund, you will see a dialog
box with the amount. You will have
the option to complete a full or
partial refund.
1. To refund a ticket, go to Recall on
the order screen, and then choose
“Complete Sales” at the top of the
screen.
2. Choose your desired transaction, and
then click the “Refund” button in the
lower left corner.
REFUNDING A SALE (CONTINUED)
4. For a full refund, you will need to give
a reason (and confirm it) and it will
refund the money onto the tendered
payment type.
Note: You may need to enter a manager
PIN if you do not have the proper
permissions to void/refund a transaction.
To Perform an Open Refund
(not associated with a particular pur-
chase):
1. Choose “Open Refund” from the
manager dropdown menu on the order
screen.
2. Enter the amount you would like to
refund to the customer and press
“Refund”.
5. For a partial refund, you will need to
choose which items from the ticket you
would like you refund. You can do this
by selecting the items on the left of the
screen.
6. After making your selection and choos-
ing to refund, you will then be able to
choose how the customer will have
their refund tendered.
Note: You may need to enter a manager
PIN if you do not have the proper permis-
sions to void/refund a transaction.
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EMPLOYEE FUNCTIONS
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EMPLOYEE FUNCTIONS
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3. On the next screen, verify that the
amount is correct and hit “Refund”
again.
4. On the final payment screen, press
“Cash / Credit” and then either provide
the customer with the appropriate
cash amount or swipe their credit card
to refund the amount to their card.
REFUNDING A SALE (CONTINUED)
CUSTOMER DATABASE
2. You may select a customer or search for
a customer using any information you
have stored (i.e. name, phone number,
address).
3. To create a new customer, the only
information required is a name, but it is
recommended to enter at least a phone
number as well to provide a unique
identifier for the customer. You can also
swipe a gift card while this screen is
open to assign the card to the customer.
1. If the Customer Database module is
activated, press “Customer” at the
top of the ticket screen to open your
customer database.
GIFT CARDS
The gift card dropdown menu is found on
the bottom of the order screen.
ISSUING OR RELOADING A GIFT CARD
1. To issue a gift card, choose “Issue Gift
Card” from the gift card dropdown
menu.
2. Enter the desired value to add to the
card.
3. Swipe the gift card through the card
reader or manually key in the card
number.
4. Press “Issue”.
REDEEMING A GIFT CARD
1. Press “Pay” at the bottom of the order
screen.
2. Select “Gift Card” from the payment
screen and then either swipe the card
or enter the number manually.
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PAGE 12
GIFT CARDS (CONTINUED)
CHECKING A GIFT CARD BALANCE
1. To check the balance, choose “Check
Balance” from the gift card dropdown
menu.
2. Swipe the gift card through the card
reader or manually key in the card
number.
3. Press “Check Balance” to show the
amount.
1. Choose “Shift Report” from the user
dropdown on the main order screen.
2. From the Shift Report screen, you will
be able to clock out as well as report your
breaks, cash tips, and view your shift
report.
SHIFT REPORT/CLOCKING OUT
EMPLOYEE FUNCTIONS MANAGER FUNCTIONS
ACCESSING THE MANAGER SCREEN
The manager screen allows you to change settings in the system and access reports. You can only access the manager
screen if you are signed into the system as a manager.
1. To access the manager screen, select
“Manager” at the top of the order
screen, and then select “Settings”
from the dropdown menu.
2. Each option on the manager screen
includes an explanation. Select the
appropriate option.
Each module can be activated using the option available at the top of the
respective settings screen. Once deactivated, all functions associated with the
module will be hidden from the interface.
ENABLING/DISABLING MODULES
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MANAGER FUNCTIONS
1. Select “Manager > End of Day” from
the ticket screen.
2. Count all of the cash in your drawer and
enter the amount into the Cash Count
field.
3. If using any custom tender types, verify
that the amount listed for that tender is
the correct amount. Once you have con-
firmed the correct amount is entered,
press “Save”.
END OF DAY PROCESS
4. Alternatively, you can use the Bill
Calculator to input how many pennies,
nickels, dimes, etc. you have in your
drawer.
5. Press “Save” once completed.
END OF DAY PROCESS (CONTINUED)
MANAGER FUNCTIONS
6. Select “Adjust Tips”.
7. Select each transaction to adjust the
tip if necessary.
8. Enter the amount and then select “Add
Tip”.
9. Highlight any transaction you need
to adjust. If a tip is missing, it will
say “Enter Tip” in blue.
10. When all transactions have been
reviewed, select “Finalize All”.
If any transactions have not been
adjusted, a warning will display.
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TIME MANAGEMENT
MANAGER FUNCTIONS
1. Select “Timeclock” from the manager
dropdown menu.
2. If you have the appropriate permissions,
you can view, print, edit, or delete shifts
from this screen.
3. Adding a shift will allow you to create a
new shift for any employee. You will be
able to include a clock in, clock out, and
break times as well as assign a job, and
add any cash tips.
4. You can also edit, delete, print, or view a
shift from this screen.
END OF DAY PROCESS (CONTINUED)
11. Select “Back” to return to the End of
Day screen.
12. You can print your X-Report at this
time by selecting the button at the
bottom right of the screen.
13. Each station can be finalized indepen-
dently by selecting the left and right
arrows and then selecting “Close
Register”.
14. A message will be displayed request-
ing confirmation. Select “OK” to
confirm.
MANAGER FUNCTIONS
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1. From the manager screen, select
“Employees”.
CREATING/EDITING JOBS
2. Select “Job Setup” on the left.
3. Select “Add New” to create a job type,
or select an existing job type from the
left to make modifications.
4. Customize the job using the settings
on the right.
5. Jobs allow customization based on the
job role being performed during a shift.
MANAGER FUNCTIONS MANAGER FUNCTIONS
6. To select which functions the job can
access, press “Permissions” and then
highlight each of the permissions you
would like that job to have.
7. Each function on the POS can be
turned on or off for each particular job.
8. Press “Save” when complete.
CREATING/EDITING JOBS (CONTINUED)
CREATING/EDITING EMPLOYEES
1. From the manager screen, select
“Employees”.
2. Select “Employee Setup”.
3. You will see additional configuration
options for your employees on the right.
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CREATING/EDITING EMPLOYEES (CONTINUED)
4. Select “Add New” to add an employee
or select an existing employee from the
left to make modifications.
5. Enter the employee’s information. The
only required fields are name, PIN code
and job.
6. Press “Save” when complete.
MANAGER FUNCTIONS
CREATING/EDITING DISCOUNTS
1. From the manager screen, select
“Discounts”.
2. Select “Add New’” to create a discount
or select an existing discount from the
left to make modifications.
3. Enter the name of the discount and
set how it will affect the price of an
item (the discount can be a percent-
age, dollar amount or a forced price)
Other available options include:
• You can restrict discounts to certain
items, departments, customers, jobs,
or item tags using the boxes on the
right.
• The filters at the bottom allow you
to limit the discount to certain days,
dates and times.
• You can toggle whether the discount
will apply automatically when an
item ticket is eligible or needs to be
applied manually.
4. Press “Save” when complete.
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MANAGER FUNCTIONS
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CREATING/EDITING ORDER TYPES
MANAGER FUNCTIONS
1. From the manager screen, select “Order
Types”.
2. Select “Add New” to create a new order
type or select an existing order type
from the left to make modifications.
3. Enter the name of the order type.
4. Adjust required settings on how this
type of order will function.
5. Press “Save” when complete.
ITEM TRACKING
1. From the manager screen, select
“Item Tracking”.
2. Select an item on the left to update
quantity on hand. You can also set a
quantity at which the system will
alert you that the item is running low.
Note: Make sure you activate the
Item Tracking module or your inven-
tory will not deduct.
GENERAL SETTINGS
The general settings section offers op-
tions to configure tips, default view, end
of day options, taxes and tender types.
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MANAGER FUNCTIONS
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MANAGER FUNCTIONS
GENERAL SETTINGS (CONTINUED)
BUSINESS DAY SETTINGS
On the General Settings screen, you can
set your primary Echo view to ECR or POS
mode, turn tips on or off, set the suggested
tip amounts, auto-logout time, and set your
End of Day options.
Note: Auto-logout time can be set from
0.5-15 minutes.
MANAGING TAXES
Select “Manage Taxes” on the left of the
screen to modify your tax settings. This
screen offers options to create new or edit
existing taxes.
MANAGING TENDERS
Select “Manage Tenders” on the left of the
screen to modify your tender types. This
screen offers options to to create a new
Tender Type, or edit existing Tender Types.
The receipt settings section allows you to select what information appears on the customer receipts. This includes:
• Items
• Modifiers
• Modifier prices
• Tip suggestions
• Custom Receipt Footer
© 2015 Harbortouch Payments, LLC. All rights reserved.
MANAGER FUNCTIONS
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GENERAL SETTINGS (CONTINUED)
RECEIPT SETTINGS
MANAGING DAY END
Select “Manage Day End” on the left of
the screen to modify your end of day set-
tings. This screen allows you to set the
time for the end of the business day, set
the default starting cash amount, enable
editing of the starting cash amount, block
the day end process if there are open
tickets, and set up an email to be sent
upon batching out the system.
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HT2166_12052016
TECHNICAL SUPPORT
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www.harbortouch.com/support
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