All posts by Snehal

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What the use of SKU in eZee Optimus?

What is the Item code/ SKU (Store Keeping Unit) ?
SKU is a unique numerical item code for each item.  It is  used to identify the product, product size or type, and the manufacturer

SKU Use: You can search Item with SKU item code in outlet
 

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How to Void Group Reservation / Single Reservation from Group Booking?

Void Group reservation / Single Reservation from Group Booking:

If by mistakenly one of the users make a Group reservation and they are looking to void it instead of voiding the one by one all reservation we can void directly Group Booking in a single way. Also if we are looking to void a single reservation from group booking then also we can void.

How to access: In order to void a group booking / Single reservation from group reservation refer to the below steps.

Location: eZee Absolute front office >> Group reservation  >>  Edit Group reservation  >>  Room Information  >>  Select bookings  >>  Operation  >>  Void Group.

User Privileges: eZee Absolute configuration >>  User >>  Edit User  >>  Privileges >>  Reservation  >>  Void reservation  & Void OTA Booking Restricted (Only for OTA booking).

Refer to the below steps for voiding single/whole group Reservation:

Report: We can refer the void reservation report in which we can see the all voided reservations

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How to export report in CSV format in eZee Optimus?

We can download any report in the excel file to csv format for accounting software with below steps.

Step 1: Download report in excel format

Step 2: Upload same report in the google drive

Step 3: Download again report with csv format

Step 4:  Xls to CSV format

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How to Add/Delete/Edit a Salesperson in eZee Absolute?

Salesperson: Now when a booking comes from a Travel Agent, they basically come through Salesperson working under that particular Travel Agent. So we are providing a facility to map a Salesperson with the travel agent and bookings. This helps hoteliers to evaluate Salesperson’s performance and contribution to increase overall revenue.

How to access: In order to Add/Delete/Edit salesperson refer to the below video and Steps.

Location: eZee Absolute Front office  >>  Cashiering  >>  Salesperson Database  >>  Add Salesperson  >>  Fill the Salesperson details  >>  Save.

Pre-requisition: The travel agent should be created in the Travel Agent database then only we can assign a travel agent to that Salesperson.

User Privileges: eZee Absolute configuration  >>  User  >>  Edit User  >>  Privileges  >>  Front Office  >>  Add Salesperson  >>  Save.

Screenshot:

One we created/Added the Salesperson we can Edit, Delete that Salesperson.

When the SalesPerson is created in the system then it will reflect in absolute as shown below.

1). Walk-In/Add Reservation Window:  Walk-In/Add Reservation  >>  TA >>  Select  Agent  >>  Select Salesperson.

2). Edit Reservation: Edit Transaction >>  Other Information  >>  Edit Information  >>  Select TravelAgent >> Select Salesperson  >> Save.

 

 

Related Questions:

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How to add expense voucher (Pay in /Pay out) in eZee Optimus?

Expense Voucher is hotelier’s accounts payable.  It will allow you to enter all the expenses that the front office or the cashier does during the day.

Pay Out Vouchers: Hotel personal expense like newspaper bill, telephone charge or  Hotel paid out bills on behalf of the guest and added to the guest Invoice like Doctor fees paid, Medicines purchased, Cash against Credit Card
Pay In Vouchers: Hotel get extra income in petty cash like sale of swimming costume, sale scrap of newspapers

Location:
eZee Optimus >> Shift Management >> Transaction >> Pay Out / Pay In

How to Access:
Follow below steps to add expense voucher

Step 1: Active Shift Management (Note : You are only allow to turn on other user shift)

Step 2: You can add expenses

Step 3: Cashier Shift reports

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How to add table notification in eZee Optimus?

What is Table Notification?
You can display table icon like Birthday Party, Business Meeting etc. on the table while taking an order.

Location:
eZee Optimus >> Switch t Back >> Menu >> Table Notification

How to access:
Create a new table notification and set on the table it.

Step 1: Add table notification

Step 2:  Active on order type

Step 3:  You need to mark table notification when you punch order

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How to add intermediate/ recipe item/ store BOM for inventory in eZee Optimus?

What is Intermediate / recipe Item?
When store item is prepared with other 2-3  store items called as intermediate item.

Example: Store item >> Mayonnaise Sauce
which is made with Eggs,  Black Peppercorns and Mustard powder etc.

Location:
eZee Optimus >> Switch to back >> Inventory >> Store Item >> Intermediate

Pre-requisite:
eZee Optimus >> Switch to back >> Inventory >> Store Item
How to add store item and activate in outlets in eZee Optimus?

How to Access:
Please follow below steps to make intermediate items

Step 1: Add receipt item via selecting intermediate option

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How to add store item and activate in outlets in eZee Optimus?

What is the store Item?
Menu Item is prepared by store items which are purchasing from vendors.
Example:   Store item>>  Breads, Mayonnaise Sauce, Tomato, Onion etc. for menu item

Location:
eZee Optimus >> Switch to back >> Inventory >> Store Item

Prerequisite:
eZee Optimus >> Switch to back >> Inventory >> Storage Area

eZee Optimus >> Switch to back >> Inventory >> Unit
eZee Optimus >> Switch to back >> Inventory >> Item category

How to Access:
Follow below steps to add store item

Step 1: Enter Name, Item Category, Base Unit & Item Type Mandatory Information

Step 2: Active store item in the outlet’s store area (Mandatory for one store)
You can add multiple store here

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How to add surcharge for any payment type in eZee Optimus?

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

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

Pre-requisite:
eZee Frontdesk Configuration >> Configuration >> Extra Charge
How to Add extra charge in eZee Optimus?

How to access:
Please refer below screenshots to set surcharge

Screenshot 1: Add “surcharge” in the payment

Step 2: Settle process on order

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How to change folio template in eZee Absolute?

Path: Login into eZee Absolute Configuration >> Settings >> General >> Print and Email Setting >> (Under) Print Option >> Folio Template >> Select “template” from the drop down >> Save.

Screenshot 1:

Screenshot 2:

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How to change item view or layout or item search in eZee Optimus?

What is Item Layout?
It is display of menu while punching the order

Pre-requisite:
eZee Optimus >> Switch to Back >> Menu >> Item
How to add menu item (Import & manual) in eZee Optimus?

User Privilege:
Go to Back >> Settings >> User Role >> Edit User >> Privilege >> Items

How to Access:
Please follow the below steps to change layout

Step1:  Here you can select menu item layout

Step 2: This is Image View

Step 3: This is  color Menu

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How to reprint a receipt/bill in eO Rapidserve?

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

Follow the below steps to reprint a receipt.

 

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How to manage take away orders in eO Rapidserve?

What is Take Away?

Take Away is one of the widely used services 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 of with the help of the 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: Add order items and click on the cart to get the Finish order button. KOT and Guest Check (Unsettled Receipt) will print upon clicking Finish.

Step 3: Once Finish Order click on Running order tab from Order Summary >> Basket to get more option to settle Order. Refer below screenshot steps.

 

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How to create user in eZee Reservation/eZee Centrix?

We can create a new user from the system generated Admin user or from the user who has a right to edit/add user.

Refer Video to create/edit a user:

Refer the below-detailed steps.

1) Go to Username at the right top of the window.

2) Click on the User.

3) Click on a Button ADD NEW to create a new user.

4) Enter the Short Code of the User Ex: James Short Code we can put JM.

5) Enter the User Name which we want to set for a user.

6) Define a password for a User.

7) Enter the Digit which you want to show to the user of Credit Card, Ex: If you want a user can see the last 8 digits of the Credit then we have to 8 there if wants to show full credit card number then we have to put 16 there.

8) Select a user role of the user Ex: If we select a user an administrator the by default all the privileges are assigned to that user.

9) As selecting the user role the privileges will be assigned auto and if we want to add/remove the privileges then we can select/deselect the privileges.

10)   As selecting the user role the reports privileges will be assigned auto and if we want to add/remove the reports privileges then we can select/deselect the report privileges.

11) Click on the Save and the User will be created.

Related FAQ:

How to update password in eZee Reservation/eZee Centrix?

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How to update password in eZee Reservation/eZee Centrix?

Refer  to the below-attached video for the same,

We can reset a password for a user from the system generated Admin user or from the user who has a right to change the password

Refer to the below-detailed steps:

1) Go to Username at the right top of the window.

2) Click on the User.

3) Click on the User on which are you looking to reset a password and click on the change password.

4) Enter a new password as per the hints which are you showing when entering a new password.

(If you want to see the password which is updating then enable the option as Show Password.

5) Click on Save to save the new Password.

Now the new password is updated on the User.

Related FAQ:

How to create user in eZee Reservation/eZee Centrix?

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How to settle a receipt/bill with multiple payment modes in eO Rapidserve?

Step 1: First you need to click on the order summary by clicking on three lines in the corner and see the running orders click on the order which you want to settle.

Step 2: Click on the first payment type in which you want to do the quarter of settlement click on the payment subtype then enter the amount by clicking on the C button to erase the amount and enter how much you want to add in the system with first payment type and then save the process.

 

Step 3: again select the payment type which you want to settle the remaining balance of the guest and as per the guest request you may settle the balance and save so it will settle the whole order with multiple payments.

 

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How to change or Add Cancellation Policy or Hotel Policy on Booking engine?

Refer Video for how to add policies for Booking engine:

We can add or Edit the cancellation Policy or Hotel policy which is showing in the Booking Engine.

Refer to the below-detailed information.

1) Login into the eZee Centrix and Go to Old Extranet.

2) Once we redirect to the OLD Extranet refer the below steps.

Property Setup  >> Descriptions >>  Hotel Policy or Cancellation policy.

In the above screenshot, we can see there are other policies also so we can change these policies for the Booking engine from here.

Refer to the below Video.

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How to manage delivery order in eZee Optimus?

Food delivery is a courier service in which a restaurant, store, or independent food delivery company delivers food to a customer.

Optimus 2.O Video:

Step 1: Click on “+” icon to add the order

Step 2:  Enter mobile no, then fill all the order information & click on Place order

Step 3: Punch Order Items for delivery and save it. When you click on “Save” then your KOT will be printed

After finishing the order you have to assign the driver for your order delivery.

Step 5: Go to delivery manager & assign the driver. Driver will go out to deliver the order.

Step 6: All the orders which in “Out” state will appear on status Driver Out.

Step 7: Once we click on delivered, order go to the Driver In status from where we can settle it or complete it.

In Web:

Step 1: Click on the delivery Module

Step 2: Click on the “+” icon for add the orders.

Step 3: Add the address details & click on the place order.

Step 4: Select your items from the screen & click on finish.

Step 5:  Select your order  and assign the driver

Step 6:  Click on delivered option

Step 7: Click on the settle option

Step 8: Select the Payment method & click on the arrow

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

Step 1: First you need to click on the order summary and see the completed orders click on the order which is settled by mistake to see the details as follows

Step 2: You need to click on the dustbin icon to delete the wrong settlement payment type in order to settle the same again with the correct payment type, it will ask you to choose the reason to void the settlement, once you choose settlement will be voided.

Step 3: Click on the settle button as follows and select the correct payment method to settle the order again, select the payment method from the subcategory of payment type as follows.

Step 4: Final steps you can select the save button to save the settlement type and settle the order with the correct settlement type, and you can see both settlement type in red color voided settlement type and black with the correct payment type.