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How to manage take away orders in eZee Optimus?

What is Take Away?

Take Away is one of the widely used service which is being offered by almost every restaurant. It is somehow similar to the service of MacDonald, Domino’s where the guests stand in a queue and place the order and wait for their order to receive. This overall process can be taken care with the help of eZee Optimus Order Type which is known as Take Away.

Video:-

 

Step 1: Select Take Away Order type. Punch the items asked by the guest.

Step 2: Click on Finish. KOT and Guest Check(Unsettled Receipt) will print upon clicking Finish.

  Step 3: Go to Order Summary section >> Recall the order and click on Settle.

Step 4: Settle the Receipt.

 

             Optimus 2.0 Desktop Application.

Video:-

Step 1: Go to Order Summary. Select Take Away Order type.

Step 2: Punch the Items and click on Save.

Step 3: Go to Order Summary >> Select and open the Order >>  Select Settle Option.

Step 4: Different settlement options will pop up. Select the settlement(payment) mode such as CASH, CARD, CITY LEDGER(Bill to Company) or Room Posting.If the payment mode is CASH, then the user can enter the amount received from the guest and the system will display the change due amount.

 

 

How to enable Take Away order type?

  • Go to Back end >> Outlet>> Edit>> Order Type Settings>> Active Take Away.

  • Grant Access to User of Take Away Order Type.

     Settings>> User>> Edit >> Privileges>>

 

             

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How to reprint a receipt/bill in eZee Optimus?

Sometimes a POS bill might fail to print properly which could be the result of printer issues like ink failure, paper got stuck to the printer etc.

Follow the below steps to reprint a receipt.

Video:-

Step 1: Go to Order Summary>> Select the Order >> Click on Print to print the receipt.

Step 2: Reprint  receipt/bill of past dates.

  • Go to Order Summary >> Select the Date  >> Select the Receipt >> Click on Print.

             Optimus 2.0 Desktop Application.

Video:-

 

Step 1: Go to Order Summary.

Step 2Select the Order >> Click on Print to print the receipt.

 

Reprint  receipt/bill of past dates.

Step 1: Go to Order Summary >> Select the Date >> Go to Completed Orders.

Step 2: Select the Receipt >> Click on Print.

 

 

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How to settle a receipt(bill) in eZee Optimus?

There are multiple payment modes through which a receipt can be settled. The most used payment modes are Cash, Credit Card, Bank Transfer, City Ledger Posting etc, besides these also, other payment modes can be created.

Let’s check out now how to settle a receipt in eZee Optimus.

Video:-

Step 1: Go to Order Summary >> Select and open the Order >>  Select Settle Option.

 

Step 2: Different settlement options will pop up. Select the settlement(payment) mode such as CASH, CARD, CITY LEDGER(Bill to Company) or Room Posting.  If the payment mode is CASH, then the user can enter the amount received from the guest and the system will display the change due amount.

 

             Optimus 2.0 Desktop Application.

Video:-

Step 1: Go to Order Summary >> Select and open the Order >>  Select Settle Option.

 

Step 2: Different settlement options will pop up. Select the settlement(payment) mode such as CASH, CARD, CITY LEDGER(Bill to Company) or Room Posting.If the payment mode is CASH, then the user can enter the amount received from the guest and the system will display the change due amount.

 

 

 

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Which report shows the void orders in eZee Optimus?

Sometimes it’s required to void order as wrong menu item selected, order cancel by guest, Guest changes their mind, etc.

Screenshot 1: Select Void Orders report from the eZee Optimus Report >> Audit report as shown in the below screenshot.

Screenshot 2: As per selected outlet and dates.

 

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Which report shows the total quantity of an item sold in a specific date or period in eZee Optimus?

In every application, the report gets a clear picture of your restaurant sales, revenue, etc. In eZee Optimus also users can view the total quantity of an item sold by selecting a specific duration by following the below screenshot.

Screenshot 1: Select “Menu Item Sales Summary” from Report >> Menu item sales report.

Screenshot 2: As per the select period of the report you will get item sales summary count refer below screenshot.

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How to change payment mode, if bill is settled with wrong settlement/payment mode in eZee optimus?

Sometimes it’s required to rectify the payment mode of a settled receipt/Bill with a correct payment method, for example, Receipt/Bill settled with cash but the original payment mode was  card.

Perform the below steps to rectify/change the payment mode.

User Privilege:
Settings >> User  >> Privilege >> Front Operation >> Recall completed Order &  Order Recall (Edit)

Step 1: Recall the completed order from the order summary. eZee Optimus >> Order Summary  >> Completed order >> Recall

Step 2: Click on settle button. 

Step 3Void payment by selecting or adding a correct remark and settle receipt with the correct payment method. 

Step 4Once you void payment you can view that order in the report along with reasons. 

Optimus 2.0 Desktop Application.

Step 1: Go to Order Summary >> Go to Completed Order >> Select and recall the order. 

Step 2: Click on Settle >> Go to Payment Summary and void the payment.

Step 3: Select the correct payment method and settle the bill again.

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How to split the receipt/bill in eZee Optimus?

What is Split Receipt?
Let’s assume, a group of friends has visited the restaurant, they prefer to split the bill among the number of persons available on that table as they want to make the payment only for the menu item they have consumed or distribute the bill amount among themselves.

Such an event can be managed with a split receipt option. Bill can be split in the following ways.

  1. Split Equally.
  2. Split By Quantity.
  3. Split By Seats.
  4. Split By Category.

User Privilege:
User  >> Privilege >> Front Operation >> split order

How to access:
Refer below screenshots to split receipt.

Step 1eZee Optimus >> Order Summary  Select running order >> Split order.

Method 1: Split Equally.

Step 1:  You can divide the bill in equal parts by entering no. of receipts.

Step 2: Select Yes to continue to split the order.

Step 3: Once you confirm the order split according to selected no.

Step 4: Split running order looks like the below screenshot and update with the running order number and consider old order as void order.

Method 2: Split By Quantity.

A group of friends has visited the restaurant, they prefer to split the bill among the number of persons available on that table as they want to make the payment only for the menu items they have consumed.

Step 1eZee Optimus >> Order Summary  Select running order >> Split order.

Step 2Enter the number of bills which needs to be generated.

Step 3: Select the no. of Qty you want to move to another order.

Step 4:

Step 5: Select Yes to proceed to split the bills by quantity.

Step 6: Multiple receipts will be generated once the split operation is finished.

Method 3: Split By Seats.

Assume 3 guests are sitting on 1 table and having their food together. They want separate bills for those items only which they have consumed. In such a case, the server can take the order seat wise and later on split the bills by seat numbers.

Activate Seat Wise Order:  Active seat no. from ezee Optimus back >> Master >> outlet >> Edit Outlet >> Order type setting >> Dine-in >> Order listing style >> Seat Wise

Step 1Select the Items and then the seat number.

Step 2Select the Option “Split By Seat”.

Step 3:  Multiple receipts will be generated once the bill is split.

Method 4: Split By Category.

If a guest requests to have separate bills for Liquor and Food, in such scenarios split by category method can be used to generate separate bills on the basis of category.

Assigning Category to Menu Items:  To split by Category, it’s important to configure item category first and it can be done from eZee Optimus Back >> Menu >> Item >> Edit item and select Category.

Step 1: Take order and select a split order from the order summary.

Step 2: Confirmation popup message box appears so click on Yes to proceed next step.

Step 3: Order split with the success message

Report: Split original order generated new order no and original order update with Void order that you can view in the Void order report.

Optimus 2.0 Desktop Application.

Step 1: eZee Optimus >> Select order summary icon

Step 2: Select the running order and click on a split button you will get a selection option for split type based on selecting a split type system to generate new KOT.

Step 3: Select option to split receipt by following the below screenshot.

Step 4: With selection option receipt split in new order no. 

 

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How to take an order in Dine-In in eZee Optimus?

In this type of service, the guests enter the dining area and take seats. The waiter offers them water and menu card. The guests then place their order to the waiter. The table is covered in this service. Let’s look at the operation of Dine-In order type in eZee Burrp and how it can be useful to the restaurant.

Step 1: Click on the Fork and spoon icon from the left-hand side where all the icons are displayed, as follows it will give you option for the tables which are created for your restaurants. 

Step 2: Enter the number of pax sitting on the table and other basic details and save the setting so it will redirect you to take an order screen.

Step 3: Add items in the order asked by the guest  and click on finish button, on clicking finish button a copy of KOT will print in the kitchen.

 

             Optimus 2.0 Desktop Application.

 

Step 1: Click on three blocks(navigation button) in the ]top left corner and click on dine-in option from Optimus 2.0 application as follows.

Step 2: Enter the number of pax sitting on the table and other basic details and save the setting so it will redirect you to take an order screen.

 

 

Step 3: Add items asked by the guest  and click on finish button, on clicking finish button a copy of KOT will print in the kitchen.

 

 

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How to update or change the rates of Menu Items in eZee Optimus?

1) How to change rates of Individual Menu Items please refer the below details:

Step-1: Switch to Back
(Path: Click on your user name >> Switch to Back)

Step-2: Go to Items from Menu configuration and edit the item to change rate of a particular item

Step-3: Update the Item Price and click on “Edit to Save”

Video Tutorial:

2) How to update the same Item price in Bulk? please refer below details:

Step-1: Go to Items from Menu configuration >> Select Multiple items >> click on three dots on right below “+” button >> Select “Bulk Update”

Step-2: Select “Price” in “Property” >> In “Price Setting” enter Rate >> Click on “Edit” to Save

Video Tutorial:

3) How to update the different prices of items in Bulk? please refer below details:

Step-1: Go to Items from Menu configuration >> click on three dots on right below “+” button >> Select “Export Item”

Step-2: After Exporting items update price in the “Excel” then Import the file from “Import Items”

Screenshot-1:

Screenshots-2: How to Import Item

Video Tutorial:

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How to reprint a KOT in Rapid Serve App?

Once the order placed (finished) also we can re-print a KOT for that order.
Below are the steps you can see how we can in Rapid Serve App.

Screenshot 1: Login into the Rapid serve App and go to the Order summary by click on 3 line  

 

Screenshot 2:
Click on the order.

Screenshot 3:

User Privilege

For reprint, the KOT user should have the right for ” Reprint KOT “refer to the below screenshot

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How to change the quantity of an item after the order is placed in Rapid Serve App?

Once the order is placed we can change the item Quantity in Rapid Serve App.

Refer to the below details on how we can change the quantity of the item once we finished the order.

Screenshot 1: Login into the Rapid serve App and go to the Order summary by click on 3 line 

Screenshot 2:
Click on the order.

Screenshot 3:

User Privilege

If the user is unable to change the item quantity or unable to recall the order then we have to give rights to a user from the admin user in Optimus Back.

In the above screenshot, we can see the privileges.

IF you are looking to see the privilege for Edit function then edit the user and below privileges, there is empty space where we can write edit, So all the edit right will show to us and we can select those rights and click on edit.

Note: once we changed in the backed under the user then please ask the user to re-login and try. For Optimus 2.0 also you need to login in Optimus browser.

 

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How to settle a receipt in eZee Rapidserve application?

Screenshots 1: First you need to click on the order summary and see the running orders click on the order

Screenshots 2: Receipt gets generated only when the order is settled, click on quick pay option or settled button to generate the receipt for the orders

Screenshots 3: Enter the amount in money tendered paid by the guest, click on save button and receipt will be generated for the order which is settled.

 

 

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How to reprint a KOT(Kitchen Order Ticket) in eZee Optimus?

Once the order is placed (finished)and if the server needs to print a copy of KOT(Kitchen Order Ticket) again, then the user has to re-print a KOT(Kitchen Order Ticket) for that order.

Perform the below steps to re-print a KOT(Kitchen Order Ticket).

Video:-

Step 1: Go to Order Summary >> Select the Order >> Click on Reprint KOT.

Step 2: Select the Item which needs to be reprinted and Click on Print.

 

           Optimus 2.0 Desktop Application.

Video:-

Step 1: Go to Order Summary >> Select the Order >> Click on Reprint KOT.

Step 2Select the Item which needs to be reprinted and Click on Print.

  • User Privilege:-
    To reprint the KOT, user should have the right for ” Reprint KOT “. Refer to the below screenshot
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How to send reports on email automatically on day close/night audit from eZee Optimus?

Location:
eZee Optimus  >> Switch to Back >> Master >> Outlet Operation >> Edit >> Day Close Settings

Pre-requisite:
eZee Optimus  >> Outlet >> Day Close

How to perform Day Close operation in eZee Optimus?

How to access:
Please refer below screenshots for configuration

Screenshot 1: Active report on day close from each outlet

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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How to remove/delete or void an item in eZee Rapidserve?

Screenshots 1: First click on the order summary and click on any of the running orders, to see the items added in the orders.

Screenshots 2: swipe on the left side on the items to see the void option, so you can void the incorrect item from the order placed

 

Screenshots 3: Define the correct reason to void the item, after clicking on reason items will be removed/delete or void from the orders

 

 

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How to take an order in Dine-In in eZee Rapidserve application?

Step 1: Click on three lines(Navigation Button) in the top left  corner, and Click on dine-in to take an order.

Step 2: Select and click on the table to take an order. it will then redirect the user to add the waiter, guest name and pax information on the table.

Step 3: Select the items and click on “PLUS ICON” and the selected items will add in the cart. Click on the cart and select finish to place the order.

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How to add/edit payment or settlement mode in eZee Optimus?

Location:
eZee Optimus >> Switch to Back >> Master >> Payment

User Privilege:
eZee Optimus >> Switch to Back >> Settings >> User >> back office >> Payment
eZee Optimus >> Switch to Back >> Settings >> User >> front office >> Allow to QuickPay

Screenshot 1: Add New/Edit >> Add payment type information 

Screenshot 2: There are 3 types of payment
1. Cash


2. Bank
3. Posting: This is use to do Room Posting

Active Surcharge: A surcharge, also known as checkout fee or merchant service fee, is an extra fee charged by a merchant when receiving payment by cheque, credit card, charge card or debit card but not cash.

Video:

 

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How to log in to eZee Optimus from Rapidserve application?

Step 1: First you need to install rapidserve application from the app store or play store from your mobile phones, links are as follows, user your login credentials or pin if pin login enabled for user and property.

Step 2 : Second you need to select the terminal and outlet from the list if there is a list, follow the screenshots as below:

 

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How to change rate plans from rapidserve application?

Screenshots 1: First you need to click on three lines in the corner, click on the change rate plans.

 

Screenshots 2: You can select different rates by selecting different rate plans by clicking on each of the order types as follows. so after selecting the rate plan for different order types, it will work as per the setting of your rate configurations.