Chapter 6: Configuration

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Qu enables customized configuration of the enterprise or individual store environment.

 

Section 1: Discounts

Reference Chapter 2

Section 2: Taxes

Use Qu EI to configure tax rates and apply tax to menu items. In some cases menus will contain multiple taxes such as a state tax and an alcohol tax. Generally, it’s easier to create a tax group before creating items.

Taxes and Tax Groups

  1. Navigate to Taxes under the Configuration Setting
  2. Click on the plus sign
  3. Fill in the following settings
    1. Check Title – The name of the tax that shows up on the check
    2. Report Title – Name that the tax will be assigned when generating reports
    3. Percentage or Fixed amount and value
  4. Click Save
  5. Navigate to Tax Groups located under Grouping
  6. There are two potential options that can be performed at this point
    1. A valid tax group has not been created
      1. Click on the plus sign
      2. Give the tax group a title
      3. Click on the plus sign in the taxes section
      4. Select the tax created in step 3
      5. Choose a location
      6. Choose an order type
      7. Click Accept and then Save
    2. A valid tax group has already been created
      1. Select the tax group
      2. Click on the plus sign in the taxes section
      3. Select the tax created in step 3
      4. Choose a location
      5. Choose an order type
      6. Click Accept and then Save
  1. To add an item to the tax group (Assuming the tax was created after the item):
    1. Click on the tax group configured in step 6
    2. Click on Items
    3. Click on the plus sign
    4. Find the item that should be added.
      1. Repeat for all items needed
    5. Click Save

Figure 1: Updating a tax group

 

Section 3: Service Charges

Service charges such as gratuities or delivery fees may be added to Qu. Like taxes and discounts, service charges can be added to all or certain items.

Service Charges and Service Charge Groups

  1. Navigate to Service Charges under the Configuration Setting
  2. Click on the plus sign
  3. Fill in the following settings
    1. Check Title
    2. Report Title – Name that the service charge will be assigned when generating reports
    3. Percentage or Fixed amount and value
    4. Service Charge Category
      1. Service Charge
      2. Delivery Fee
  • Other Charge
  1. Gratuity
  1. Automatic Service Charge
  1. Click Save
  2. Navigate to Service Charge Groups located under Grouping
  3. There are two potential options that can be performed at this point
    1. A valid Service Charge group has not been created
      1. Click on the plus sign
      2. Give the service charge group a title
  • Click on the plus sign in the taxes section
  1. Select the service charge created in step 3
  2. Choose a location
  3. Choose an order type
  • Click Accept
  • Click Save
  1. A valid Service Charge group has already been created
    1. Select the service charge group
    2. Click on the plus sign in the taxes section
  • Select the service charge created in step 3
  1. Choose a location
  2. Choose an order type
  3. Click Accept
  • Click Save
  1. To add an itemto the Service Charge group:
    1. Click on the service charge group configured in step 6
    2. Click on Items
    3. Click on the plus sign
    4. Find the itemthat should be added.
      1. Repeat for all items needed
    5. Click Save

Service Charge Screens (Optional)

The default service charge screens can be overridden by adding a manual one. This will most often be used if there are corporate service charges that can be overridden at the store level.

To configure a service charge screen:

  1. Navigate to Service Charge Screens
  2. Click on plus sign
  3. Assign a Title for the service charge screen and give a description if needed
  4. Under the service charges section click on the plus sign to add the necessary service charges to the screen
  5. Click on the required service charge and click accept.
  6. Repeat for step 4 and 5 for all of the service charges that need to be added to the screen.
  7. Navigate to Store or Enterprise Configuration
  8. Click on Screens
  9. In the Service Charge Screens section, click on the plus sign
  10. Select the Service Charge Screen that was just configured.
  11. Select the Meal Period that the screen should be applied to.
  12. Click Confirm and then Save

Section 4: Payment Types

The payment types section allows the configuration of different types of payment (credit card, cash, gift card, etc.) that are available for the restaurants to use. If all of the restaurants will be using the same types, reference "Adding a Payment Type." If some of the restaurants use different payment types than others, also reference "Configuring a Payment Screen."

Adding a Payment Type

  1. Navigate to Payment Types
  2. Click on the plus sign
  3. Assign a Title for the payment
  4. Assign a Categoryfrom the drop down. They include:
    1. Cash
    2. Offline Credit
    3. Check
    4. Hotel Room Charge
    5. Credit
    6. Gift Card
    7. GEM Room Charge
    8. Marriott Room Charge
    9. EmployeeMeal
    10. Electronic Payment
    11. Opera
    12. StayNTouch
  5. Click Save

This new payment should now show up on the POS On the Payment Screen.

Make sure to create all of the payments necessary for all of the stores.

Configuring a Payment Screen

Payment Screens can be configured at either the enterprise or store level and are used to limit the available payment methods that appear on the POS terminal. If all of the stores will be sharing the same payment types it makes sense to configure at the enterprise level. Otherwise it should be configured at the individual store level. The steps to configure the screen are as follows:

  1. Navigate to Payment Screens
  2. Click the plus sign
  3. Assign a title to the screen and give a description if desired
  4. Select a grouping type
    1. Flat list
    2. Drop Down
  5. Assign payment types by clicking on the plus sign in the payment types section
  6. Click save

Once done, this will override the default payment type selection

Section 5: Enterprise Configuration

Custom configure all locations across the enterprise at once using an enterprise configuration setting.  With an enterprise configuration, all stores will have the same values unless specifically overridden at the store level.

Basic Information

Stores

Add individual locations to the enterprise environment. 

  1. Navigate to Stores in Enterprise Configuration
  2. Click on the plus sign
  3. Assign a name for the store
  4. Click Confirm and click Save
  5. Go to “Navigate” and click on the storeto edit Store specific information
It may be necessary to refresh the browser Window to be able to Navigate to the newly created store.

 

Price Tiers

Price Tiers define prices for items based on differing criteria (Most common example would be one location having the same menu but different prices for lunch and dinner).

To add a price tier:

  1. Navigate to Price Tiers in Enterprise Configuration
  2. Click on the plus sign
  3. Assign a Tier (numeric value)
  4. Assign a name for the Tier
  5. Click Confirm and click Save
  6. Repeat this action for the number of necessary tiers

A tier can now be assigned to the stores (Reference Chapter 6: Section 6: Store Configuration: Price Tiers).

Meal Periods

As indicated by the title, a meal period allows the scheduling of menus for a certain time frame (This can not only be periods such as breakfast or lunch but also a Special menu that is only active on a specific day). The meal period is assigned to a schedule within a revenue center to allow for different time periods. Each configuration step will be covered below (See Appendix A for the detailed relationship between Meal Periods, Schedules, Menus and Price Tiers).

Create a Meal Period

  1. Navigate to Meal Periods in Enterprise Configuration (This can only be completed at Enterprise Configuration and not storeconfiguration
  2. Click on Meal Periods
  3. Click on the plus sign and assign a title for the meal period(breakfast, lunch, happy hour, etc.)

Create a Schedule

  1. Navigate to Schedules (Schedules can be created at the enterprise or store level).
  2. Click on the plus symbol
  3. Assign a Title (should match the meal period)
  4. Select a scheduletype from the drop down
    1. One Time
    2. Recurring
  5. Set a start time
  6. Set an end time
  7. If recurring set a recurrence pattern
    1. Daily
    2. Weekly
      1. Choose Day to “recur every week on”
    3. Monthly
      1. Choose day of the month
    4. If Recurring Choose Range of recurrence
      1. Start Date
      2. End Date
        1. No End Date
        2. End By

Assign the Schedule to the Meal Period

  1. Navigate to the Revenue Center. See Chapter 5: Section 3: Revenue Centers for steps on creating one
  2. Navigate to Revenue Center Configuration
  3. Click on Meal Periods (As opposed to the first Meal Period that was completed, this can only be completed at the Revenue Center level)
  4. Select the Meal Period that was created and in the Schedule drop down select the corresponding schedule

Figure 2: Revenue Center Configuration

Assign a menu to the meal period

  1. Navigate to Price Tiers in Store Configuration
  2. Click on the plus sign.
  3. Select the meal periodfrom the drop down
  4. Select the menu from correct menu
  5. Select the Price Tier (Reference Chapter 6: Section 5: Price Tiers)
  6. Select the location (This should be the name of the revenue centerthat was created)

Figure 3: Store Configuration

The final step is to assign the POS to the Revenue center. This is the step that tells the POS to use the schedule. Navigate to the POS Terminals at the store level and select the necessary POS. In Default RVC select the revenue center that was created and click save. The POS should now be able to use this schedule.

Keep in mind that the Qu app will need to be restarted on the terminal. Additionally, the person currently logged in will need to log out of the app and back in for the pricing to change, whenever a new schedule in in effect.

 

Settings

 

Enterprise and Store Configuration Settings enable you to customize Qu including online ordering, credit card gateway and others.

  1. Barcode Scanner
    1. Barcode Scanner and Sentinel Length
      1. Number of sentinel characters at end of string provided by symbol/barcode scanner (if any). These characters are removed from the scan output. Default "3". Optional
    2. Barcode scanner start sentinel length
      1. Number of sentinel characters at beginning of string provided by symbol/barcode scanner (if any). These characters are removed from the scan output. Default "5". Optional
  2. Client
    1. Automatically Apply Payments
      1. Automatically applies certain payments (credit card, quick cash) without confirmation in Counter Service mode
    2. Expedite Printer Fire Chits
      1. Specify whether Send Course prints entire Course to the Kitchen printers or Sends "Fire Course Chits" to Expedite or Kitchen Printer
    3. Interval for Periodic Data Synchronization
      1. Interval (in minutes) for periodic data synchronization
    4. Prompt for Check Extension Data
      1. Specify JSON Format Extension Data
    5. Tip Track Visible
      1. Specify true or false if Tip Track in App Bar is visible
  3. Credit Card
    1. CC Payment Floor Limit
      1. The maximum credit card charge amount allowed without signature. Default is “$20.00”. Optional setting.
    2. Credit Card Gateway
      1. The name of the processor/gateway used to process credit card transactions. Required for credit card processing.
    3. Offline Credit Max
      1. The maximum payment allowed when processing credit cards offline. Default of $0.00 for no offline transactions.
    4. Require Credit Card Authorization
      1. If set to "true", the terminal prints an authorization slip with tip line for credit card transactions. Only applicable in Counter Service mode. In Table Service mode, authorization slips are always printed for credit cards. Default "false".
  4. Qu App
    1. Allow Peer Refresh
      1. If "true", terminal will refresh display immediately whenever a check is received from another terminal. If "false", terminal will refresh display only upon next return to check screen. Default "true". Optional
    2. Auto Logout Seconds
      1. Number of seconds of inactivity before user is automatically logged out. Only applicable if AutoLogoutType is "1" or "3". Default is set for 30 seconds.
    3. Auto Logout Type
      1. Enables autologout on terminal by type. "0" = none, "1" = Timer (see AutoLogoutSeconds), "2" = Check Close (after every check), "3" = both. Default "0". Optional
    4. Enable Coursing
      1. Turns Coursing On
    5. Fixed Check Label
      1. The category label on the POS terminal for checks that are assigned to a table. Default "Table". Optional
    6. Floating Check Label
      1. Categorylabel on POS terminal for checks that are floating (not assigned to a table). Default "Bar". Optional
    7. Order Channels
      1. Comma separated list of order channels to display in POS application. Each order channel should be formatted as ID~Title~Deleted (where Deleted is "false" for active, "true" for deleted). Example: "1~In
  5. Labor
    1. Clock in Tolerance Minutes
      1. When labor management is in use, this value limits an employee clockin to the scheduled shift time +/- the specified tolerance in minutes. Default “5”. Optional
  6. LevelUp
    1. LevelUp Access Token
    2. LevelUp Location
    3. LevelUp Merchant
  7. Misc
    1. Counter Service Mode
      1. If "true", terminal will operate in Counter Service mode. Counter service mode does not display check list and immediately opens a new check when last check is closed. Default "false". Optional
    2. Suspend Order Allowed
      1. Allows a user to suspend a check when the terminal is in counter service mode. If "true", the application will display a "Suspend" button in the check register and a "Show Check List" button in the top application bar that displays suspended checks. Default "false". Optional
    3. Tax Rate Breakout
      1. Tax rates for breaking out taxes on the customer receipt.
  8. Online Ordering
    1. Online Order ChannelID
      1. Order Channel ID to be used for online orders. Required for Online Ordering
    2. Online Order EmployeeID
      1. Employee ID to be used as check owner for online orders. Required for Online Ordering
    3. Online Order TypeID
      1. Order Type ID to be used for online orders. Required for Online Ordering
    4. Online Order Url
      1. URL for online ordering terminal. Used for polling for new web orders. Required for Online Ordering
    5. Online Payment Gateway
      1. Payment gateway to be used for processing online order payments. Required for Online Ordering
    6. Online Payment Token
      1. Payment processor token/key to be used for processing online order payments. Required for Online Ordering
  9. POSAdmin
    1. Enforce Password On Logon
      1. Require users to update their password at first log in attempt if set to "1". Default is "0"
    2. Password Expiration
      1. Number of days before password expiration. Default is "90".
  10. Reports
    1. Report Cutoff Time
      1. The local time at which the report will reset check count each day
    2. Reports By Check Posted Time
      1. If "1" then checks will be reported in business day they were posted to the cloud; If "0" then checks will be reported in business day they were closed. Difference between posting and closing times may occur if checks are closed but fail to immediately post to cloud.
    3. Treat Remove As Void
      1. If "true", removing a check itemfrom the current round is equivalent to voiding an item for a prior round. Consequently, these removed items will display on void reports. Default "false". Optional
    4. Third Parties
      1. DTT Peer
        1. Windows computer name:port for DTT server, if any. Optional
      2. Labor Management Source System
      3. Defines the labor management source(s). Optional
  11. Tills
    1. Drawer Bank Beginning Value
      1. The initial default cash amount in drawer; displayed when claiming till. For example, if the beginning drawer bank contains $400.00 this value will be set as 400.00. Optional
    2. Hide Till Expected Cash
      1. If "true", hides expected till cash from the Close Till dialog and End-of-Shift report to enable blind cash drops. Default "false". Optional
    3. Require Till Assignment
      1. If "true", users must claim till in order to accept cash transactions or open, or pop, the cash drawer. Optional
  12. When I Work
    1. When I Work ApiKey
    2. When I Work Location
    3. When I Work Password
    4. When I Work UserName

Headers & Footers

Use headers & footers to customize printed receipts. Custom settings include:

  1. Store Name
  2. Address
  3. Phone Number
  4. And Time

Navigate to the Store configuration page and select Headers & Footers and click on the plus sign next to the Header or Footer section.

If set at the enterprise level, the header and footer will apply to receipts at all locations. If set at the store level, they will override any enterprise receipt settings.

Figure 4: Configuring Headers and Footers for a Receipt

 

System Lookups

Add custom values using System Lookups.  For example, add your own reasons for voiding a check or discounting an item.  This section includes:

  1. Void Reasons
  2. Time Entry Reasons
  3. Return Reasons
  4. Paid In/Out Reasons
  5. Discount Reasons
  6. Order Types
  7. Inventory Units
The exception to the description above is Order Types and Inventory Rules. Order Type is most commonly used to set whether the check is Dine in or Take out. Inventory Units is used to set how certain items are measured for inventory.

 

Screens

Qu screens enables the customization of the POS terminal screens. For example, a screen may be configured to apply for specific meal periods (i.e. Discounts for lunch or a lower service charge during the breakfast period).

Discount Screens (Reference Chapter 2: Section 4)

Service Charge Screens (Reference Chapter 6: Section 3)

Tax Application Orders (Reference Chapter 6: Section 2)

Password

Qu offers great flexibility in managing password requirements.  Passwords are required for accessing Qu Enterprise Intelligence.

Configurable password parameters include:

  1. Number of days before password expiration
  2. Minimum Password Length
  3. Password History
  4. Minimum Numeric Characters
  5. ,

Section 6: Store Configuration

The store configuration mirrors some settings that have already been covered in the enterprise level (Chapter 5). These are used to override the configuration that has been set at the enterprise level and are specific to the store at which you are located. Some settings reference that section as they follow the same steps. However, some settings are a continuation of the enterprise configuration (for instance, price tiers were created at the enterprise level but are added to the store and can be utilized in the store configuration).

Basic Information

Configure store details here including the store name, address, phone, and website and other details.

Figure 5: Store Configuration - Basic Information

While Most settings are self-explanatory it is important to note that the Business Date Start affects business day calculations.

 

Revenue Centers

Reference Chapter 5: Section 3

Store Hours

Reference Chapter 4

Price Tiers

The store configuration price tier assigns a price tier to a menu and meal period for a specific store. This allows you to assign multiple prices to your menu. A store can potentially have multiple price tiers depending on the number of menus, meal periods, or prices that are assigned to the store or menu item (e.g. If an item has a different price for lunch than it does for breakfast, then you will use two price tiers; one for each meal period).

At least one price tier is needed for a menu configuration
  1. Navigate to Store Configuration
  2. Click on Price Tiers
  3. Click the plus sign
  4. Select a Meal Period from the drop down
  5. Select a Menu from the drop down
  6. Select a Price Tier from the drop down
  7. Select a Location from the drop down
  8. Click Confirm
  9. Click Save

Settings

Reference Chapter 6: Section 5: Settings

Headers & Footers

Reference Chapter 6: Section 5: Enterprise Configuration: Headers & Footers

Client Update

Display all of the POS terminals for the specified store and allows the admin to view the Qu software version of each terminal. It also enables configuration of a version update of the Qu app.

Screens

The Screens section allows for the configuration of custom discount screens, application tax orders and service charges and applies them to specific meal periods (For instance: Discounts for lunch or a lower service charge during the breakfast period)

Discount Screens (Reference Chapter 2: Section 4: Discount Screens)

Service Charge Screens (Reference Chapter 6: Section 3: Service Charge Screens)

Tax Application Orders (Reference Chapter 6: Section 2)

Section 7: Revenue Center Configuration

Basic Information

Reference Chapter 6: Section 6: Basic Information

Settings

Reference Chapter 6: Section 5: Settings

Headers & Footers

Reference Chapter 6: Section 5: Enterprise Configuration: Headers & Footers

Meal Periods

Reference Chapter 6: Section 5: Meal Periods

Section 8: Reporting Hierarchy

Reference Chapter 5: Section 4: Creating a Report Hierarchy.

Section 9: Email Reports 

Reference Chapter 5: Section 6: Email Reports

Section 10: Ticket Customization

Ticket Customization allows for ordering of portions, items, ingredients and prep instructions in a pre-specified order on the kitchen check.

To set the customization:

  1. Navigate to Ticket Customization (This can either be at the enterprise, store, or revenue centerlevel so make sure that the setting s are configured at the correct level)
  2. Click on the variables that need to be configured
    1. Portions
    2. Items
    3. Ingredients
    4. Prep Instructions
  3. Click on the plus sign
  4. Select the variable to customize
  5. Check whether Force Print when on (print the itemon the check – the default is to not print it) if needed
  6. Check Force Print When Off if needed
  7. Set the sort order (This is the key step since this determines where the itemshows up on the check)
  8. Repeat this step for all of the items needed
  9. Click Save
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