You're a Shift Lead or Manager? Learn about advanced settings and skill that you need to master and maybe also want to teach your staff.
Changing team message on tip screen
Greet and thank your customers!
POS Setup > Team Tools > enter message
Finding orders in order history
In Order History see on one glance orders with Balance Due or Overpayment.
Find the Order, drill in and reopen it!
Reopening the order from Order History takes you straight to the Tender Screen.
Viewing Clock In / Clock Out Status Page
Currently active employee shifts, see in an overview where everything stands.
POS Menu > Clock In/Out
Ending / Editing Employee Shifts
An employee has forgotten to log out? No problem! Quickly end and adjust the shift on the iPad.
If an employee is designates as a Manager (employee permissions) in the Web Admin, they have access to the Manager functionality in the POS.
POS Setup > Manager > Manage Employees > employees showing “On Duty” are clocked in currently
Manage Employees
To manage employees, simply tap their name
Clock Out Employees / End Shift
1. Choose Manage Employees. Find and select the employee “On Duty".
2. End Shift to clock out the employee (if shift is closed already, skip this step)
End Shift
Adjust Hours / Edit Shift
Managers can easily clock out employees or adjust their hours after the fact.
Manage Employee > (Employee Name) > Shift History > (tap desired shift) > (edit time or role)
1. Adjusting hours in this view will change the hours as viewed in the Web Admin as well.
2. Tips and Wages will be recalculated accordingly, after changing hours in this view.
Edit Shift
Downloading App from safari url http://10.0.0.1
To download the latest available version of TouchpointPRO, open the Safari browser and load http://10.0.0.1
Note: Make sure the iPad is connected to wifi network TPINTERNAL
Verify Card reader is working
To verify that the card reader is working, check the Card Reader Status.
Open POS Menu > Setup > Card Reader Status
Start a test swipe.
Start Test Swipe
Cash Batch deposit (Batch Count)
You’ve learned how to Open, Close Out, Hot Swap and Count out drawers. See now how to combine them in a batch and get your deposit ready.
Touchpoint strongly recommends to establish a closing procedure including a Batch Count at the end of every day.
Combining closed Cash drawers in a Batch
In Touchpoint you combine several closed cash drawers from all Registers to a Batch, for reporting and depositing purposes.
Close Out Active Cash drawers
Prepare the Batch Count by closing out active and counting out hot swapped Cash Drawers.
Batch Count - Closing a Batch
All Drawers are counted out? Great!
Re-count the money from all drawers and the Batch Count combines it into one verified deposit to your bank.
When finalising, a deposit slip is printed.
The Batch includes counted cash from all those drawers.
Touchpoint strongly recommends to establish a closing procedure including a Batch Count at the end of every day.
View Batch Cash Deposit report
Submitting the Batch will automatically print a deposit report.
Find a more detailed report in the stores Web Admin.
Web Admin > Reports and Stats > Deposit Slip
Troubleshooting Steps
Turning Local Cloud On/Off
Do not turn off the Local CLoud unless Touchpoint staff instructs to do so!
Here is how to correctly turn off the local cloud:
1. To turn off Touchpoint Local Cloud, press and release the button. The green power led on the Local Cloud should turn off within 20 seconds.
2. When it's turned off, unplug the power cord, wait 10 seconds and plug it in again.
3. Press and release the power button. The Local Cloud should now turn on again.
It can take a couple of minutes for the system to boot. Then you will be able to connect your iPads again.
Power Cycling WiFi Access points
Find the (black/white) POE and unplug it from the power source. Make sure the blue ring/power led on the Access Point and power led on the POE are out.
Now re-plug the power cord.
Internal Access Point - POE
External Access Point - POE
Verifying Network Equipment
