TABLE OF CONTENTS
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Table of contents
Start your shift: Clocking in using Pin / Retrieving Pin via SMS
The opening process is quick and easy with TouchpointPRO!
To access TouchpointPRO you need to enter your employee PIN. If you forgot your PIN, just tap on the "SMS PIN" button, enter your registered mobile number and a PIN reminder will be sent to you.
If you are working at a register, you’ll be prompted to start a Cash Drawer. Enter Starting Cash for your Shift, e.g. $50.00 and tap “Start Cash Drawer”.
- Log In with your PIN
- Clock In to your shift
- Choose your role (Staff, Shift Lead etc.)
- Start Cash Drawer
Onboarding customers to Touchpoint Loyalty
Touchpoint reinvented Local Marketing for the best guest experience and highest loyalty participation.
Knowing your customer allows serving them quicker and sending customised offers.
Every order is an opportunity to onboard customers to your loyalty program!
Register a new Loyalty member
Onboarding new loyalty members is quick and easy in Touchpoint. All you need is the customers phone number.
Staff: "Hi! Are you in our loyalty program? No!?
Can I give you $1.50 off your next order?"
- Tap Loyalty Members in navigation bar
- Enter phone number and tap Add new customer
- Enter Add Customer Name and Delivery Address (optional, but you want at least the name!) and and Continue Ordering
Your customer is logged in and ready to collect loyalty points and rewards with each order!
Customer View
Know who your customers are, and offer them exactly what they want. Touchpoint enrolls and tracks 3 to 4 times more customers than our digital loyalty competitors.
That means we can engage more customers and increase sales further.
Adding Recent Items
- Enter the phone number for the person ordering
- Find customer name and previously ordered items will be listed in Overview
- Re-Order Items from previous orders and Continue Ordering
Or want to apply a reward before continuing!?
Offer available? Applying special offers and rewards!
Tap Overview in the navigation bar to find the customers Offers and Rewards.
Note: first add an item to order, then apply reward.
Adding Orders
Adding Order is easy and intuitive with TouchpointPRO!
4 easy steps to process an Order!
- Log in customer to loyalty program.
- Select the Item
- Select Options. required Options are highlighted red.
- Payment. Total out the order and choose payment method. Collect and print receipt.
Watch the Order Status as it gets prepared by the Kitchen. Once it’s ready, hand it to the customer and Start new Order.
Adding a half / half pizza
- Select pizza
- Select Size and Crust for whole pizza (required)
- Tap "Divide into Portions"
- Select different Pizzas for each half (optional), e.g. let's choose Classic Vegetarian for 1/2 (first half) and Creamy Pesto Chicken for 2/2 (second half)
- Edit Option Choices separately for each half, e.g. choose a different Sauce for 2/2, the Creamy Pesto Chicken in our example
Let's watch this video to see how this works on Touchpoint.
"Specials" - combine items to Specials
Menu items can be bundled together to create appealing “Specials” for customers - here is how to find and order the Specials on your menu.
Find Specials on the menu
You have two ways to combine items to a special, either first select the special and then add the according items, or first add the items to an order and then combine them to a special.
(1) Order a Special: add Items > choose Special and auto-fill with existing order Items
A customer comes to the store and orders 2 medium pizzas, a Classic Vegetarian and an All Meat, some wings and a 20oz Pepsi. After you've added those items to the order, the customer asks:
“Oh I forgot, can we do this as a '2 Medium Special'?”
We sure can!
1. open Specials on the POS
2. select '2 Medium Specialties'
Done!
What happens is that the POS scans the order to find matching existing items to use them to auto-configure the selected special.
The specials price automatically adjusts as the Specials discount gets applied.
Tap blue circles for animation!
(2) Order a Special: choose Special > choose options for included Items
If you select a Special before any, or all items have been ordered, or ordered items can't be combined to the selected Special, then the system will prompt you to customise the required items to fulfil the Special.
You can't add a special to the order unless all Required Options on all included items are chosen!
Tap blue circles for animation!
Menu Search
To search specific items and ingredients, open Search function (top left corner)
- Type in what you are looking for, e.g. avocado
- Add Item directly to Order from the Search
Choose Service Type Eat In or To Go
Adding Name or Notes to Order
Item Modifiers
In TouchpointPRO you will find different types of Option modifiers on Items.
- Required Options need to be selected before adding Item to Order.
- Quantifiable Options. How many extra shots do you want?
- Selectable Options. Select Options like Decaf, Caramel Drizzle etc.
- Item Quantity. Add multiple identical Items.
Item Quantity: Adding more of the same kind
Learn now how Touchpoint’s 1-tap-switch between related Items works. It’ll save you a lot of time!
Transform Item
Touchpoint’s Transform Item feature allows quick 1-tap switching between Related Items.
Switch easily from Iced Mocha to Hot or Blended Mocha, or change from Cheese Bacon Bread to Cheese Jalapeño Bread.
Customer: "Can I have 12 Boneless Wings with Spicy Barbeque and Teriyaki please?"
"Wait-make it 12 Piece Wings actually."
"Hm... Can we make it 16 Piece instead, with same Options Choices!?"
If Items share the same Option Choices, in this case Spicy Barbeque Sauce and Teriyaki, selected choices will transfer as well, saving you a lot of time!
Transform Items and Item Quantity
Entering “Prep Notes”
Use prep notes to enter custom requests to ordered items.
Tap item to add it to the order. Choose Options and scroll down to enter “Prep Notes”.
Note: Frequent prep notes should be options.
Edit an ordered Item
- Tap the item that needs to change
- Select Edit
- Change Options and select Save
Delete an Item
To remove an Item from the Order simply tap the Item and select Delete Item.
“+1” to add same or similar Item
Customer: "I'll have another but make it medium."
- Tap the item and select +1
- Change Size from Large to Medium and tap Add. (Change any option you wish)
- Medium Hot Chai Latte was added to Order.
Add Item Discounts
Tap the Item where you want to apply the Discount and select the discount.
You can apply multiple discounts to a single order!
You've applied the wrong discount?
To remove a discount, simply tap the item again, select the discount and the discount will be removed.
Payments
Touchpoint combines all payment methods in one screen. Proceed to Tender Screen (tap Total in bottom right corner) to finalise the transaction.
- ModifyingItem Options is still possible on the Tender Screen.
Simply tap on an Item and select Actions. You do not have to go back to edit Items or to add Discounts. - Loyalty Program. A loyalty member can still be signed in, even after processing the payment, all until you start a New Order.
- Any Payment Method can be used, such as cash, debit & credit, gift cards and also custom tender types (tap Other)
- Cancel or Pause Order
Order Discounts
While the Item Discount gets applied to an individual item, the Order Discount applies to the whole orders Subtotal.
- Tap SUBTOTAL to open Order Options.
- Select Order Discount
- Discount is applied to Order Total. Collect remixing Balance.
You've applied the wrong order discount?
To remove a discount, simply tap Subtotal again, choose "Remove Discount", swipe left the discount, "delete".
Custom Order Discounts
4. Select Add Custom Discount
5. Choose Custom Discount Type amount $ or percent % and enter value, e.g. 10%.
6. Select Discount Code Employee or Comp. Tap Okay to apply custom Discount
Remove Order Discount
You’ve applied the wrong discount?
To remove a discount, simply tap SUBTOTAL and select Remove Discount! In the now open window
swipe left the discount and Delete.
Split Payment
Split Payments are easy and flexible in Touchpoint!
You may make any combination of cash, check, credit card and gift card, on one order (e.g. $10 order = $4 on Cash, $4 on card, $2 on Gift Card).
With each payment made, Touchpoint will tell you how much has been collected and the remaining amount.
Accepting Gift Cards
Every time a customer pays with a Touchpoint Gift Card you will see the card balance after scanning their card.
From the Tender Screen select Gift Card:
- Scan customer’s Gift Card – balance will appear beneath scan box, if balance is in sufficient to pay total alert message will appear above scan box
- Tap Next – customer selects tip/no tip to complete transaction
- Remaining balance on Gift Card will display
Closing out “0 Dollar” Order
You will close out a $0, e.g after applying a 100% discount (free drink).
All Tender Options are greyed out. Tap Other, then Close Order.
Other Tender Types
Tap Other to get access to Other Tender Types.
Find here custom tender types like DoorDash or Checks.
Payment Exceptions
1. Cancel Order (unpaid)
To cancel an order,
- go to POS Menu (hamburger menu icon in top left corner),
- Order History
- Search by Order Number
- Reopen Order
- Cancel
Let's find order 0282 and cancel it…
2. Cancel Order (during ordering process)
If you want to cancel an order during the ordering process, simply proceed to Tender Screen and tap Cancel.
IMPORTANT: What not to do when cancelling Orders!
If you want to cancel an order, do not delete the individual Items but instead
cancel the whole order.
If you want to cancel an order, do not delete the individual Items but instead cancel the whole order.
3. Refund paid Credit Card order from counter
If an Order is paid, you do NOT cancel but refund it instead!
To refund an order,
- go to POS Menu (hamburger menu icon in top left corner),
- Order History
- Search by Order Number, e.g. 0156
- Tap order to drill in
- Issue Refund
- Choose a Payment to Refund
Pause and resume orders
...easily, e.g. if the customer forgets the wallet in the car or to collect unpaid Linebuster Orders.
Pause Order
To Pause an order, proceed to the tender screen and tap Paused.
Resuming and order from Paused Orders
To Resume a paused Order, navigate to Setup (hamburger icon in top left corner) > Paused Orders.
Find here your order, open and resume it.
Ordering for a future pickup time (deferred orders)
Create Deferred Orders with a promise time in the future.
- Log in customer to update pickup time!
- Open the order Details screen (top right corner)
- Toggle Set Promise Time
- Set promise Time
- Save and complete the Order
