Infor POS User Guide

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About this guide
Infor POS overview
Infor POS components
Accessing Infor POS
Connectivity indicator
Sign-in screen
User authentication and sign-out process
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
Replacing the revenue center in a terminal
Home screen navigation
Command bar
Functions menu
Notification toolbar
Main panel
Navigation panel
Check control toolbar
Check view panel
Right-hand menu
Gestures
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
Specifying the 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 payments
Processing a barcode check from Infor POS Kiosk
Processing a split tender transaction
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
Logging off a cash drawer
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 information
Printing a receipt
Assigning a printer
Kitchen chit information
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 direct posting
Charging a check to a cross property
Table management
Floor plan
Creating and updating a floor plan
Setting a default floor plan for a terminal
Deleting a floor plan
Floor plan section assignment
Creating section assignments for the floor plan
Assigning waitstaff to a section
Deleting sections and floor plans
Activating a section assignment for the floor plan
Table assignment
Managing table assignments without a floor plan
Changing and deleting table assignments
Table management system
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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