Introduction

This guide helps you, the restaurant manager, deliver better service to guests and quickly resolve troubleshooting issues. For purposes of this document, manager and owner are considered one and the same. Use this guide to follow step-by-step procedures for common daily tasks. Some tasks are performed directly on the POS device, while others require access to Aloha Cloud Back Office through a web browser.

Opening your restaurant

This section discusses the functions it is necessary to perform at the beginning of each day.

• Clocking yourself in
• Starting a financial shift

Running your restaurant

Running your restaurant involves performing routine tasks throughout the day or shift. These tasks may include resetting employee PINs and passwords, deleting items and guest checks, processing refunds and petty cash transactions, printing in-progress financial shift reports, reopening financial shifts, and much more.

Performing security procedures

All employees log in using a unique four-digit PIN. You may need to change an employee’s PIN for security reasons or if they forget it. For employees with access to Aloha Cloud Back Office, you may also need to reset their password.

• Changing an employee PIN
• Changing an employee password
• Ending a break early

Performing guest check procedures

At times, you may need to perform maintenance on guest checks.

• Deleting an item or a guest check
• Applying and approving a discount
• Refunding a check
• Adding items to a closed check
• Adjusting the payment for a closed check

Performing cash drawer procedures

Use the Pay In and Pay Out functions to manage petty cash in the drawer. These transactions are recorded in the Shift End report of the employee who was active on the device at the time of the transaction.

• Performing a pay out
• Performing a pay in
• Opening the cash drawer

Running Reports

View reports to monitor the progress of sales and labor at your restaurant. You view some reports on a device and others you access in Aloha Cloud Back Office.

• Viewing shifts on a device

Viewing reports in Aloha Cloud Back Office

Aloha Cloud provides several reports to help you manage your restaurant. Use a web browser to access Aloha Cloud Back Office and view these reports. You can also review POS Transactions to see details of specific transactions.

• Viewing POS transactions

Closing your restaurant

Aloha Cloud requires little time when closing your restaurant. Employees are responsible for ending financial shifts and clocking out.

• Performing employee checkout procedures
• Closing a financial shift with assigned to a cash drawer
• Closing a financial shift without a cash drawer
• Reprinting a shift end report
• Understanding the shift end report
• Receiving cash from the employee at the shift end
• Editing employee labor shifts
• Clocking yourself out

Connection Status

Aloha Cloud displays a cloud icon on every POS screen to indicate the device's connection status. The color of the cloud icon indicates the connection status of the device. When you tap the cloud icon, a connection drop-down menu appears indicating the specific state of the device connection to the host, the server (if applicable), and the credit processor (if integrated credit is used). From this menu, you can synchronize data with the host, switch the device to offline mode, and return the device to online mode.

• Connection Terminology
• Host Connection
• Server Connection
• Understanding online and offline mode
• When a device becomes disconnected from the server
• Switching to offline mode and starting shifts
• Working with open orders in offline mode
• Returning to online mode
• Credit processor connection
• Using offline credit transactions
• Managing offline credit transactions
• Viewing pending offline credit transactions on the POS
• Managing pending offline credit card transactions on the POS

Business days

• Understanding business dates
• Defining business date thresholds
• Working with two open business dates
• Closing a business date manually
• Using force close
• Closing each order ans shift
• Working with offline mode orders after closing a business date
• Archiving previous business dates