Custom Setup (Restaurants)

You need to access merchant's website in order to do the custom setup. The custom setup is used when you have 2 or more terminals and each terminal will cater for different menu or pricelist.

Note: IF you have 2 or more terminals but all of them will use the same menu or pricelist, you can follow Step 1 to 2 at the Quick Setup at the terminal itself without the need to access to merchant's website.

Below is the step by step process that you need to perform for custom setup:

Step 1 - The restaurants’ manager or any other authorised personnel will have a username and password for accessing the site. This will be provided by EzeeMoney. The authorised staff need to access the website and login. Please refer to your agent for the link.

Step 2 - Create additional profile. A profile is used to identify a set of items this terminal will be used for. There is one Default profile already created. After you enter the website, click at Sales Tracking/POS (left navigation menu)-->Sales Tracking Profile Maintenance. Press Add to add new profile. Example, profile 1 is called Branch A, profile 2 is called Branch B.

Step 3 - Once you have created the additional profile, then you need to perform terminal profile assignment. Click at Sales Tracking/POS (left navigation menu)-->Terminal to Profile Assignment. Here you will assign which terminal will use what profile. Click the Add button to assign.

Step 4 - After the terminal profile assignment, then you need to add the menu or pricelist (i.e.  products sold) into each profile. Click at Sales Tracking/POS ---> Restaurant--->Sales Tracking Item Maintenance screen. Click the Add button to add the items or products.

Step 5 (At Terminal) - Create authorizer (Master) and waiter staff cards. You need to do 2 tasks:

1. To format the card first
2. To add staff (assigning the staff card)

1. Press F2, then
2. Press Enter to go to the terminal's next screen
3. Select L1 - Card Admin
4. Choose L4 - Format /w Pin to format the card
5. Once done, go to Card Admin, press Enter to the terminal's next screen
6. Add staff card - L1. This is to create or add waiter staff details and card assignment
7. Add master card - L3. This is to create or add Master (authorizer) details and card assignment

Step 6 (optional) - This is to add promotion items if any. Click at Sales Tracking/POS ---> Restaurant--->Promotion Maintenance. 1st - create Promotion Profile (example; Happy Hour Promotion or New Year Promotion). 2nd - add items that will be promoted at the Promotion Pricelist Maintenance.

Once all the above done (Step 1 to 5), your terminal are now ready.