Infor POS User Guide

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About this guide
Infor POS overview
Infor POS components
Features
Buttons
Button macros
Job codes and access levels
Hardware
Revenue centers
Accessing Infor POS
Connectivity indicator
Sign-in screen
Signing in and signing out of Infor POS
Changing your user ID
Clocking in and clocking out
Performing close day manually
Shutting down and rebooting Infor POS
Switching to another revenue center in a client terminal
Assigning a primary or backup terminal role to a revenue center in a primary terminal
Home screen navigation
Command bar
Functions menu
Notification toolbar
Main panel
Navigation panel
Check control toolbar
Check view panel
Right-hand menu
Checks management
Creating a check
Specifying the number or name of a table in a check
Specifying the quantity of guests in a check
Specifying the name of a guest in a check
Specifying the allergens of a guest in a check
Adding a comment to a check
Creating a check by order type
Sending a check to a kitchen or bar
Separating a check per guest
Combining checks of guests in a single table number
Moving a check to an existing table
Moving a check to a new table
Adding a service charge to a check
Canceling an open check
Merging checks
Searching a check
Reopening a closed check
Unlocking a check from a different Infor POS revenue center
Transferring a check to another user in the same revenue center
Transferring a check to another revenue center
Receiving a transferred check
Scheduling an order
Menu items management
Adding a menu item in a check
Adding a menu item without a set price in a check
Menu item search
Searching a menu item to add to a check
Searching a menu item using a barcode
Searching the price of a menu item
Searching the dietary details of a menu item
Selecting all menu items in a check
Preventing a menu item from being sent
Specifying the quantity of a menu item ordered in a check
Repeating a menu item in a check
Moving a menu item to another guest
Sharing a menu item with another guest
Unsharing a menu item of a guest
Coursing
Adding a course
Firing a course
Moving a menu item to another course
Setting a count for a menu item
Viewing the count of a menu item
Adding a modifier
Menu item discounts
Applying a discount to a menu item
Menu items as a smart combo
Adding menu items as a flex combo
Separating menu items part of a flex combo
Calculating the price of a menu item using a scale
Overriding the price of a menu item
Overriding a tax charge in a menu item
Applying tax exemption to a menu item
Refunding a menu item
Removing a menu item in an unsent check
Voiding a menu item in a closed check
Tagging a menu item as waste
Payments management
Processing a payment transaction
Processing a barcode check from Infor POS Kiosk
Processing a split tender transaction
Processing a credit and debit card transaction
Voiding a pre-authorized credit card payment
Printing a credit, debit, and gift card slip
Specifying the mobile phone number of the guest
Cash drawer management
Assigning and unassigning a cash drawer
Opening a cash drawer without a payment transaction
Specifying a media loan
Recording cash removed from an employee's float
Recording cash used to pay expenses
Declaring the cash amount in a cash drawer
Tips to payment transactions
Declaring a cash tip
Charging a tip to a credit or debit card payment transaction
Paying a credit or debit card tip to another employee
Receipt and chit information
Printing a receipt
Assigning a printer
Stored-value cards
Processing stored-value card transactions
Processing offline transactions for a stored-value card
Loading a stored-value card
Performing a balance inquiry
Campus card interactions
Verifying a campus card user using an associated photo
Using board mode for campus menu items
Cash equivalents (CashEQ)
Meal plans
Loyalty card interactions
Applying a discount or reward with loyalty points
Viewing and printing the points balance of a loyalty card
Property management systems
Charging a check to a room reservation
Performing a room or guest inquiry
Adding a cover in a check
Infor HMS
Charging a check to a room reservation with fast posting
Charging a check to a room reservation with direct posting
Charging a check to a cross property
Table management systems
Check creation
Changing the food service status in Infor POS for ISC
Performing a bus table request
Performing a clear table request
Infor POS reports
Types of Infor POS reports
Viewing an Infor POS report
Printing an Infor POS report
Printing a cash-out report
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