Revel Systems FAQs

Overview

Service Fees allow either a percentage charge or flat fee to be added to an order and can be added manually or automatically applied, based on certain criteria. These can be used for things like delivery charges, bag fees, etc. Keep in mind that a service fee is not the same as gratuity; for more information on this, please see Service Fees Vs. Gratuity.

Contents

Enabling Service Fees

Creating Service Fees

Variable Service Fees

Applying Service Fees

Enabling Service Fees

Please note that Service Fees are not enabled by default. Here's how to enable service fees:

In the Management Console, [yourdomainname.revelup.com], navigate toSettings.

Clear Selections and in the search box, enterEnable Service Fee. Then check the box on the left so the settings appear on the right side of the screen.

Next, select Enable Service Fee onthe right side of the page. Then, click Save:

variable

Creating Service Fees

Once the Service Fee setting is enabled, you will see a new Service Fee page appear in the Products tab. To create a service fee:

In the Management Console, [yourdomainname.revelulp.com] go toProductsand click Service Fees.

Click + Add Service Fee and fill out the service fee Name, Amount Type, and Application.If the Service Fee is taxed, check the box for Tax. If the service fee is applied after tax, check the box for Post Tax:

Then, click Save.

To manage additional details regarding the service fee, click the icon to the right, in line with the new service fee. Here, you will see a few additional options:

Auto Apply by Type: This allows you to set how you would like the service fee to apply; you can choose to apply by Time Period, payment type, guest count or order/dining option

Once an option is selected, you can choose the requirements for the auto-apply. For example, if you choose Order/dining option, then you will see all available dining options

Service Fee Qualification Type: If you would like service fees to apply by product criteria, you can choose from Products, Product Classes, Product Groups or None.

When finished, click Save:

Be sure to Refresh each station to ensure the service fees are pushed to the Point of Sale.

*Variable Service Fees

A variable service fee has no set amount or percentage. When you apply a variable service fee on the point of sale, you'll see a pop-up where you can enter the amount of the fee.

To set a service fee as variable:

If you haven't already created a service fee, follow the instructions above.

On the Products tab, click Service Fees and then click the icon in line with the service fee you want to edit.

Check the box labeled Variable Fee. Note that you can't set a default amount or qualification rule for a variable service fee. It must be applied to an order manually.

Click Save.

Applying Service Fees

Service fees can be applied at an individual product level or they can be applied to an entire order.

Applying Service Fees to an Item

If you are adding a service fee just to one item, tap on the name of the item on the order screen:

Tap the Service Fee button. If a service fee was preset in the management console, you can tap that service fee.

If a service fee is not created, select Manual and enter the amount and reason for the fee. Then tap OK.

Applying Service Fees to an Order

To apply a service fee to the entire purchase, use the action icons at the bottom of the order screen.

Scroll the action icons to the left or right until you see the Service Fee icon.

After selecting Service Fee, tap the appropriate service fee.

If the service fee is, enter an amount.

If none of the existing service fees apply, you can enter a fee manually. Select Manual and enter the amount and reason for the fee. Then tap OK:

Note: this article refers to features in version 2.55, which you may not be using yet. Here's how software updates work with Revel:

Your Management Console will automatically upgrade to the newest version in mid-October. No action is required!

Your new Revel Point of Sale app will be available shortly after that. Once it's available, head here for update instructions.

For a complete overview of how releases work at Revel, head here.

Revel's stocktake functionality allows users to divide their stores into sections and conduct a count of inventory in stock. Store associates are assigned to count each section in order to submit the final count(s). The purpose of dividing a store into sections is so that if an actual scan count of a store doesn't match the expected count, a manager can find and correct errors within a small section more easily than across an entire store.

NOTE: The stocktake is performed on the Revel Inventory App and requires a separate paid subscription. Contact support to activate this feature.

Setting up Administrative and Employee Stocktake Permissions

Creating Sections

Creating a Stocktake

Using the Revel Stocktake App

Viewing a Stocktake in Progress

Editing Stocktake Figures

Recounting Stocktake Figures

Finalizing a Stocktake

List of Completed Stocktakes

Setting up Administrative and Employee Stocktake Permissions

NOTE: If you used the Physical Inventory app functionality before 2.55, you will have certain permissions migrated automatically as part of the upgrade. We recommend re-configuring your permissions, as the permissions process has changed for the new Stocktake feature in 2.55.

Before performing a stocktake, you must set up the proper permissions. There are two sets of permissions to set up: the Management Console Permissions and the Point of Sale Role Permissions.

Setting up Management Console Permissions

From the Management Console, navigate to Employees > Permissions > Management Console Permissions to set up permissions for Administrative access to Stocktake.

Click the Physical Inventory Report next to the set of permissions you want to edit.

Click the + next to the Inventory set of permission tokens. Then select Stocktake:

Set up the following permissions:

Stocktake count: read (can access and complete the action), write

Stocktake sections: read, write, create

Can complete and adjust inventory: read

Can complete without inventory adjustment: read

Can request a stocktake recount: read

Edit Count Figures on Management Console: read

Click Save.

Setting up Point of Sale Permissions

From the Management Console, navigate to Employees > Permissions > POS Role Permissions to assign stocktake role permissions for each appropriate employee role.

Set up the following permissions:

Stocktake - Application Access: If checked, the user can access the stocktake count section in the stocktake app. This permission does not grant access to make inventory count adjustments.

Stocktake - Can See Expected Count: If checked, the user can see the expected inventory item count in the stocktake app. You should only check this setting if you want the employee to see the expected inventory item count. This permission replaces the Blind Count setting in Physical Inventory.

Click Save.

Creating Sections

Revel's stocktake feature lets you divide your establishment into smaller sections for stocktaking purposes. You must create at least one section before starting a stocktake. All stocktakes must select from sections that are active in the list of sections.

Revel’s advice is to create fewer rather than lots of sections. It keeps the reports cleaner and easier to read. The reports have been designed for an optimum 2-5 sections. However, there are no limits to the number of sections you can create.

From the Management Console, navigate to Inventory > Stocktake > Sections.

Click Create New Section:

Enter the name of your section.

Select Variance Section to mark it as a variance section. The variance section is the section of your store where you are likely to sell or return products from while stocktaking. If you sell products from this section while stocktaking this section, Revel takes this into account and continues to produce accurate results, calculating the results for you. If you ask for a recount, the time will be reset until a new count is entered. The variance section movements data will allow you to see what exactly has happened to the stock of that item since you entered its count figure. One section must be designated as a variance section at all times; if you are creating your first section, that section must be the variance section:

Select Active to enable the section during stocktake creation.

Click Create to save the section.

Creating a Stocktake

After you have set your permissions and created your section, you can begin a stocktake. To begin a stocktake session:

From the Management Console, navigate to Inventory and click Stocktake. This opens the New Stocktake page.

Click Create New Stocktake:

Enter a description. This field is optional:

Click Add Items to Selection:

Select the products, ingredients, or groups of ingredients to add to your stocktake and click Update Items. You may use the search and filter options in the top right area to narrow down your options. If you have many products and ingredients, we recommend filtering by group or class:

To continue adding items, click Update Changes to select more items:

Click Save to save your changes. You can continue to edit and save this stocktake's settings any time before beginning the stocktake.

To freeze the list of products and sections and send the stocktake request to the stocktake app, click Start Stocktaking. Users with the Stocktake - Application Access permission can begin a stocktake at any time after the app receives the request:

Using the Revel Stocktake App

To count or scan inventory on the stocktake or Point of Sale app, your employee must have the Stocktake - Application Access set under Point of Sale Role Permissions. If you want the employee to view the expected count, that employee's role must also have the Stocktake - Can See Expected Count permission:

To count or scan inventory:

Log in to the Stocktake or Point of Sale app. From the Point of Sale dashboard, tap Inventory, then Join Stocktake. Alternately, from the stocktake app, log in and tap Stocktake:

Select a section and tap Count.

Scan the product or ingredient's barcode using the iOS device’s camera or Bluetooth scanner, enter the product or ingredients name or barcode into the search, or select the product or ingredient from the list. If you want to enable scanning products one by one and increase the count by 1 each time you scan, enable I will scan to count my products. This can be switched off at any time:

Enter the number of the product counted and tap Confirm:

After entering a count, the item will move from To Count to Counted. You can still find and edit the count of an item in the Counted tab.

After entering a count for each item in a section, tap Finish. The section's item counts can no longer be edited unless a recount is requested:

NOTE: All selected items will appear in all sections of the stocktake app. You do not need to count all items in the To Count tab. If you do not count these items, their item count will be blank for this section only. It is possible that you did not find the item you are looking for or that item does not exist in this section.

At any time during the stocktake, you may view an item and view its Count Summary. This provides an overview of how many units have been found in all sections and total quantities of different stock sizes you have found (e.g. units, boxes, crates). If you have the permission enabled, you may also see how many are expected in total and the current calculated variance.

After all sections have been marked as Finished or Locked, a manager or owner will then need to finalize the stocktake in the Management Console.

Viewing a Stocktake in Progress

You can view a stocktake in progress via the Management Console. If the stocktake app is online, then the stocktake updates in near real time to the Management Console as the stocktake progresses. You can also refresh your browser to view updated data:

Item Name: The name of the item.

Barcode or SKU: The barcode or SKU of the item. At least one of these is required to perform a stocktake.

Stocktaking Data (Units): Displays the data as taken by the stocktaking app. Each section has its own column for each item. When a count figure appears, you can hover over it and view who counted it and when. The last two columns consist of:

Variance Section Movement: The assumed amount of items moved into or out of the section during the inventory, counted on an item-by-item basis. When a stock figure is entered for an item in this section, the stocktake app also records a time stamp. All further movements of this item are tracked and presented here as a positive or negative figure. All movements will be tracked as the system has no way of physically knowing a movement came to or from that section.

Actual on Hand: The number of items actually on hand. This is calculated by: sum of items in each section + variance

Inventory System Data (Units): The inventory data as shown and calculated by the Management Console. Columns here include:

Snapshot: The theoretical inventory value for that item when the stocktake was started in the Management Console.

Movement While Stocktaking in Progress: Any sales, deliveries, waste, or other movement of units after the snapshot was taken. Note that this value differs from variance as it is calculated against the snapshot, not the count.

Expected on Hand: The expected number on hand, as calculated by the sum of the snapshot and the movement while stocktaking in progress columns. This number is what the Management Console thinks you should have.

Variance (Units): The difference between the Actual on Hand value from the Stocktaking Data column and Expected on Hand value from the Inventory System Data column. This value may be negative if the Expected on Hand value is larger than Actual on Hand.

Cost of 1 (Units): The cost of one unit.

Value of variance: The total value of the variance, calculated by multiplying the Variance (Units) column by the Cost of 1 (Units). Value of variance is calculated accurately for Weighted Average Cost. You will not see a calculated value with FIFO and LIFO accounting methods.

To cancel a stocktake, click Complete with No Adjustment at any time.

Editing Stocktake Figures

If you have the proper Management Console permissions, you can edit stocktake counts in the Management Console without requesting a recount. This is useful if you know the proper stocktake count but do not want to request a full recount.

Since editing a stocktake's count is permission-controlled, the employee editing the counts must have the Edit Count Figures on Management Console permission.

You can only edit counts for a stocktake in progress after all sections have been locked. Finalized stocktakes cannot be edited; however, edits to stocktakes in progress are highlighted in the final report.

To edit a stocktake count:

In the Management Console, navigate to Stocktake.

Click Edit Selection:

The stocktake page will reload, and you will see an underline in each editable cell. Hover over and click a cell to edit it:

Enter the new count in each cell you want to edit.

Click Save. You'll then see a prompt telling you that you have made edits. Click Proceed. All variances will be recalculated.

NOTE: Only items without a serial number can be edited.

Recounting a Selection

You can request a recount of an item or section without requesting a recount of all sections. This is useful when you know some data is inaccurate and do not know the correct total to edit it, but you do not want to request a full section recount.

To recount a selection:

In the Management Console, navigate to Stocktake.

Click Recount Selection:

Select the items to be recounted by clicking on the number. You can also click the product name to recount that product in all sections. To request a recount for a full section, click the section column name:

Click Submit to send the items back for recount.

You will see a prompt stating that you are about to submit items for recount. Click Proceed to submit the items.

After confirming, the items will be sent to the stocktake app for recount. Employees who access the stocktake app can then recount the items.

Finalizing a Stocktake

When the stocktake is complete in the app, employees with the proper stocktake permissions can mark the stocktake as complete. Two options are available here: complete with or without adjustment. You can also request to recount all sections without completing the stocktake.

If some items were never counted during the stocktake, you may default all uncounted items to 0 before finalizing the stocktake. To do this, activate the toggle next to Default Uncounted Items to 0. This action will enter a 0 for any item that does not have a value entered in any section. This action cannot be undone after you save your stocktake. Any uncounted items display in bold in stocktake reports.

You may also enter an adjustment note in the Adjustment Note section before selecting one of the following options:

Click Recount Allto request a recount of all sections. Data is then transferred to the Stocktake app for a recount of all items in all sections. The stocktake is not marked as complete.

Click Complete with Adjustment: Inventory is updated with the data from the stocktake. The stocktake is complete.

Click Complete with No Adjustment: Inventory within the Management Console is not changed based on the inventory results. The stocktake is complete.

List of Completed Stocktakes

NOTE: If you used physical inventory before 2.55, your previous physical inventory history appears in the . Any stocktake data from 2.55 onward appears in the Completed Stocktakes section.

You can view a full list of completed stocktakes from the Management Console. A full total value of variance adjustments year to date displays above the full list of stocktakes. This value resets yearly at midnight on January 1.

Stocktake Number: The stocktake number, assigned by the Management Console. This is a unique identifier given in sequential order for each stocktake created and completed.

Stocktake Title: The stocktake title, as entered by the stocktake creator.

Start Date: The stocktake start date, noted when an employee clicks "Start stocktaking" in the Management Console.

By: The employee who starts the stocktake by clicking "Start" in the Management Console.

Completion Date: The stocktake completion date, noted when an employee clicks "Complete with Adjustment" or "Complete without Adjustment" in the Management Console.

By: The employee who completes the stocktake by clicking "Complete with Adjustment" or "Complete without Adjustment".

Variance (Lines): Number of products with a variance.

Variance (Units): The variance of individual stock units within the item. Note that this is the base unit of measure as defined on the product or ingredient. The difference between the Actual on Hand and Expected on Hand values. This value may be negative if the Expected on Hand value is larger than Actual on Hand. It can be positive if the reverse is true.

Adjusted Variance Value: Value of the adjusted variance. For each stocktake, at most one of the adjusted or not adjusted variance values are non-zero.

Not Adjusted Variance Value: Value of not adjusted variance. For each stocktake, at most one of the adjusted or not adjusted variance values are non-zero.

Clicking an individual stocktake shows the details of that stocktake, which displays with the same columns as a stocktake in progress. You may export the stocktake report to Excel or PDF or re-create the same stocktake with the same active sections and products.

Overview

The Customer Display System (CDS) 1.0 is one of Revel's customer-facing display options. With it, you can show customers their orders in real time, display their loyalty and rewards details, collect customer data for the Customer Relationship Manager (CRM), and display branding and advertising materials.

Revel's other customer-facing display option is CDS XT, which is available in version 2.55. Read more about CDS XT here.

Many of these settings can be managed from both the Management Console ([yoursubdomain].revelup.com)and/or from the CDS 1.0 itself using the instructions below.

Please Note:The Revel CDS is a paid feature; a CDS subscription needs to be purchased in order to use the Revel CDS app.

Contents

CDS 1.0 Management Console Setup

CDS 1.0 Display Product Images

CDS 1.0 Welcome Message

CDS 1.0 Idle Animation

CDS 1.0 Display Card Swipe Prompt

CDS 1.0 Enable Signature for Credit Payments

Tip Prompt on CDS 1.0

CDS 1.0 Other Settings

Managing Settings from CDS 1.0

Viewing CDS 1.0

Customer Creation on CDS 1.0

CDS 1.0 Management Console Setup

CDS 1.0 Display Product Images

If you want your product images to display for customers on CDS 1.0, then you must enable this from the Management Console. To do so:

From the Management Console [yourdomainname.revelup.com], go to Settings. Click Clear Selections and search for display product images on. Check the box on the left to display setting options on the right. Choose all relevant locations where you'd like product images to display. To select multiple locations using CMD+select or CTRL+select:

here

Tap Save when finished.

Product images will now show on the selected devices, including CDS 1.0.

CDS 1.0 Welcome Message

The Welcome Message is a message that will display for customers on CDS 1.0 when the device is in an idle state. However, the Welcome Message will not appear if you are using a Welcome Image or Idle Animation. To input/update the Welcome Message from the Management Console:

Navigate to Settings. Choose Clear Selections, then type in Customer Display in the search box. Check the box on the left under Advanced POS Settings to display all available CDS settings on the right:

The first setting you'll see is theWelcome Message box. When your CDS 1.0 is idle, text entered in this field will appear on the center of your CDS screen.

Next, select the dropdown for Screen Organization. If Split Screen is enabled, promotional images are displayed on the left side of the CDS 1.0 screen and order details on the right. If Full Screen is enabled, the CDS 1.0 will only display the order details. When finished, clickSave.

CDS 1.0 Idle Animation

Idle animation allows a single photo or slide show to appear on the Revel application after a certain amount of inactivity. These idle animation sets can be set on kitchen display units, customer display units, or POS stations.

There can be multiple idle animation sets assigned to specific stations so they don’t all need to show the same thing. For example, one customer display shows only candy while the other customer display shows only ice cream. Uploading multiple pictures into one idle animation set will rotate through the photos based on the interval setting.

How to Create the Idle Animation Set:

On the Management Console ([yoursubdomain].revelup.com) go to theSettingstab.

ClickClear Selections and typeidle animation set in the search bar.

Check the box next toIdle Animation Sets so the settings appears on the right side of the screen.

Click+ Add an Idle Animation Set:

Fill out the animation setNameandAnimation Interval seconds.

Upload or link aURLfor the image you want to display.

From the Devicesdrop-down menu select the CDS and/or KDS you want to assign the animation set to. You can choose multiple options if you'd like.

From the Stations drop-down menu, select the Point of Sale stations you want to assign the animation set to.

ClickSave:

Refresh each Point of Sale station to receive the new change. Customer Displays, however, will not need to be refreshed as it pulls the new configurations from the POS iPad.

NOTE: Ideal image dimensions for both iPad & iPad Mini - 1024 x 728

CDS 1.0 Display Card Swipe Prompt

If you want customers to be able to swipe their credit card themselves, you can activate a prompt on the CDS 1.0 to ask them to swipe. To activate the Card Swipe Prompt on the CDS 1.0:

On the Management Console, navigate to Settings. Clear Selections and search for CDS Configuration. Check the box on the left to display all settings on the right.

Scroll to find the Display Card Swipe Promptoption.

Check the box and Save.

Refresh the Point of Sale for the new prompt to display on the CDS.

CDS 1.0 Enable Signature for Credit Payments

Every user can prompt for tips on their Point of Sale. The prompt can either be a line on the physical receipt for the customer to add a tip and then sign OR a prompt on the CDS 1.0 for adding a tip and signing on screen. To activate tip prompts on CDS 1.0:

On the Management Console, navigate to Settings. Clear Selections and search for CDS Configuration. Check the box on the left to display all settings on the right.

Scroll to find the Enable Signature for credit paymentsoption.

Check the box and Save.

Refresh the Point of Sale for the new prompt to display on CDS 1.0.

Tip Prompt onCDS 1.0

Every user can prompt for tips on their Point of Sale. The prompt can either be a line on the physical receipt for the customer to add a tip and then sign OR a prompt on CDS 1.0 for adding a tip and signing on screen. To activate tip prompts on CDS 1.0:

On the Management Console, navigate to Settings. Clear Selections and search for CDS Configuration. Check the box on the left to display all settings on the right.

Scroll to find the Prompt for Tips option.

Check the box and Save.

Refresh the Point of Sale for the new prompt to display on CDS 1.0. Now, when the customer pays with a credit card, they'll be prompted to Select Tip Amountand they can choose between the percentages shown or choose Other to enter the tip amount manually.

NOTE: The customer can add up to 100\% of the order total as a tip. If they wish to add more, you must add the additional tips through the Point of Sale batch screen.

CDS 1.0 Other Settings

The chart below details the additional settings for CDS 1.0:

Setting

Description

Split Screen - Use Media Type

Select either Image(displays a single image) or Animation Set(displays a rotating set of images).

Split Screen Animation Set

If using an animation set, enter a set name, the number of seconds before rotating to the next image, and use the pencil icon to upload or enter an image URL.

Welcome Screen - Use Media Type

This settings controls whether you want a single image or a rotation of images to display on the CDS during an idle phase.

Welcome Screen Image

Upload a single welcome screen image here.

Logo Image

Upload a logo that will be displayed on the upper left corner of the CDS.

Select Color Palette

Set the primary secondary colors for text on the CDS. The primary color is applied to buttons and text. The secondary color will apply to headers and footer bars on the CDS.

Managing Settings from CDS 1.0

Once the above settings are activated from the Management Console, you'll need to make sure you have the CDS 1.0 application installed on your iPad (this will be app version 2.51 and lower). It's important to ensure your CDS 1.0 and Point of Sale are on the same versions. Learn to check your Point of Sale version . Once you determine the version, from the App store, search for Revel CDS; the first option should be the latest version; older versions will be labeled accordingly. If not, you can always look at the details of the app and you should see a section for Version History, which will indicate what version that specific app is for.

After the app is successfully install, you can adjust the settings listed above from the CDS. To do so:

On your CDS idle/welcome screen, tap the "R" in the Revel Systems logo in the upper left until it prompts for a password.

Enter "911" and tapOK:

You will see all available settings. Make sure the slider for the desired setting(s) is/are showing in green. If you want to adjust your Welcome Message, you can also do so from here:

When finished, tapSave.

Viewing the Customer Display System 1.0

After customizing your CDS settings in the Management Console, refresh your Point of Sale station to view the changes. Refreshing the CDS is not necessary, as it pulls the data from the associated station.

Welcome Screen

Split Screen Mode:When an item is added to the Point of Sale, the desired images are displayed on the left, and order details on the right.

Full Screen Mode:

Customer Creation on CDS 1.0

If you want your customers to be able to create customer accounts directly on the CDS:

In the Management Console, go to the Settings tab.

Click Clear Selections and type Customer Creation in the search bar.

Check the box next to Allow Customer Creation on CDS so the actual setting appears on the right side.

Once you check the box for the setting Allow Customer Creation on CDS, additional fields will appear.

Select the Customer Creation Requirements and the critia to use for the Login:

Finally, click Save.

In the Shift Schedules tab, you can create, update, and view schedules for your employees. You canalso use this feature to easilyemail schedules to employees.

Contents

Viewing Shift Schedules

Creating a Shift Schedule

Emailing Schedules

Copying Shift Schedules

Shift Schedule Details

Viewing Shift Schedules

You can adjust your view of employee shift schedules to suit your purposes. Here’s how:

Roles: Specify which roles you want to view.

Time Format: View an employee's total hours in decimal numbers or hours and minutes.

Date lets you select the week you wish to view.

Copy Shifts lets you copy employee shifts from one week to another.

Import allows you to import a schedule created on an Excel spreadsheet.

Show All shows all employees and their schedules.

Hide Empty hides employees with no shifts that week and overrides Show All.

Include Total Wages shows or hides a column with employees’ total wages for the week.

Display Roles shows a column with employees’ roles.

Export exports the schedule as a PDF or Excel spreadsheet.

Shifts shows employees’ schedules by shift time.

Hours shows employees’ schedules by the number of hours scheduled.

Wage/Forcasting lets you view projected payroll and sales by day.

Breaks shows employee break times rather than their scheduled work hours.

set the email used to send and receive schedule notifications

Creating Shift Schedules

Creating shift schedules help you optimize and plan employee hours.

In the Management Console, click on theSchedules tab.

Next, use the calendar tool and select the dates for creating a schedule.

Under the desired date, click the box to the right of the employee name. Select Add New, and fill in the scheduled hours of your employee.By clickingAdd new, you can create another shift for the same day. Lastly, clickSave.

Emailing Schedules

Once a schedule has been made, you can send an email to youremployee. Your employee can then choose toconfirm or reject their scheduled shifts.

You can in the Settings area. If you do not configure an email for sending or receiving schedule notifications, you will not receive any rejected schedule notifications. Note that the option to configure an email address for schedules displays only after configuring a default email.

To email schedules:

Navigate toShift Schedules

After your employee's schedule is created, check the box on the left side of an employee.

Then, click Send Emailin the bottom left corner.

The employee will thenreceive an email with a link to view their schedule. Before your employees can accept or reject their schedule, they will have to log in using their PINnumber. Below is a description of the different schedule colors:

Color

White

No Email Sent

Yellow

Email Sent

Green

Employee Accepted Schedule

Red

Employee Rejected Schedule

Copying Shift Schedules

You can copy an entire schedule or a single employee’s schedule from one week to another. Please Note: Any shifts you copy will overwrite shifts that already exist in the target week.

To copy the entire schedule from one week to another:

Click Copy Shifts:

On the pop-up calendar, select the week to which you want to copy the schedule:

Click Copy:

To copy an individual employee’s schedule to another week:

Check the box next to the employee’s name.

Click the Copy Shifts button below the Employee column:

On the pop-up calendar, select the week to which you want to copy the employee’s schedule:

Click Copy:

Please Note:If an employee role was recently changed, check if the shift you are copying has the current role assigned. Otherwise create a new schedule for this employee or adjust their role after copying.

Shift Schedule Details

You can change the schedule view depending on the settings you selected on the Employee Shift Schedule page.

Shifts

This view displays the standard schedule view:

Employee

Total Hours

Total Wage:

Hours

This view displays the standard schedule view as well as the total hours the employee has worked so far that week:

Wage/Forecasting

This view displays the standard schedule view as well as:

Wage Totals: The total wage earned by the employee for that week (based on set hourly wage and hours worked).

Forecasted Sales: Here you can enter the employee's projected sales for the week.

Mean Sales: This is the net average of the employee's last four weeks of sales.

Forecasted Labor Cost \%: The projected labor cost percentage.

Mean Labor Cost \%: The average labor cost percentage:

Breaks

This view displays the standard schedule view as well as all breaks taken (dependent on clock out performed on the point of sale):

You can allocate point of sale permissions based upon how the employee is clocked in.

For instance, if an employee is scheduled as a bartender for the day, they will not have the high level permissions (like voids, comps, discounts) that they would have on days scheduled as a manager or shift leader.

How to Allocate Permissions Based on How Employee is Clocked In

To allocate permissions based on how an employee is clocked in:

On the Management Console ([yoursubdomain].revelup.com), go to the Settings tab.

Click Clear Selections and typeRequirein the search bar.

CheckRequire clockin to access iPad so the setting appears on the right side of the screen.

Check the box forRequire clockin to access iPad.

ClickSave:

Stay on theSettings tab. ClickClear Selections and typeEnforce in the search bar.

Check Enforce Permissions based on Clocked In Role so the setting appears on the right side of the screen.

Check the box for Enforce Permissions based on Clocked In Role.

Click Save:

Issue

The Epson U220 kitchen printer stops all printer operations for the selected paper section, goes offline, and the ERROR LED blinks when an error is detected.

Environment

Epson U220 kitchen printer.

Errors that Automatically Recover

Errors that are Possible to Recover

When a recoverable error occurs, after the cause of the error is removed, the printer

can recover from the error by receiving an error recovery command without turning off

the power:

Errors that are Impossible to Recover

**Please note: If you are receiving the CPU execution error, first check to see if any devices are plugged into the USB port. If there are devices plugged in, unplug them. Revel does not have any devices that should be plugged into the USP port.

Overview

Revel offers its own platform for online ordering. This feature is available for purchase in addition to any monthly hosting fees and/or other monthly services. Please contact our sales representatives if you would like to explore the option to add online ordering to your Revel POS system. Once you have submitted payment for online ordering, the online ordering functionality will be enabled for you. Your sales rep or support member will then give you a URL that will link to the website, usually in the format of:

clientURL.revelup.com/weborder/?establishment=number

The client URL is what clients use to log into the Management Console, and the number is the establishment it will be associated with. Please contact Revel Support if you would like to modify the content in the "About" section of your establishment. Once the functionality is enabled, you will need to:

Configure the settings pertaining to online orders

Select which items you would want to include on the website in addition to any time constraints that you would like to enable for customers.

Content

Online Ordering Settings

Time Tables

Custom Menu

Pushing Changes to the POS

Placing an Online Order

Processing an Online Order

reCAPTCHA V2

Online Ordering Settings

Online ordering settings can be configured in the Management Console under Settings > Online Ordering Settings.

Here, you can control the way your customers interact with your online ordering interface. Go through one by one and check any boxes and or fill in any fields that may apply to your particular business. If you have a question about a particular setting, hover your mouse over the question mark to populate the tip text containing the explanation for that particular setting, as shown in the image below. Once all desired settings have been checked and completed, scroll up and click Save:

contact Revel Support

Time Tables

Time Tables allow you to to set up the available dates and times for your online ordering. To set up Time Tables:

In theSettings tab, clickClear Selectionsand then check the box next toOnline Ordering Settings from the left sidebar.

Click the blueTime Tables link in the top right of the online ordering settings page.

Next, click the blue+ Add a Timetablelink.

Here, you can enter the times your store is open. This is crucial for online ordering. You can enter the open to close hours for each day individually, or use theAlloption if your hours are the same everyday.

If applicable, fill out theStart Date andEnd Datefields directly below the hours table. This will show the date your business opens to the date your business closes. If you leave these fields empty, your business will show as open every day during the hours you entered above.

If you are going to be closed on a specific date, you can enter it as a holiday. To do this, click the blue+ Add a Holidaylink. Fill out theHoliday Name and the date you will be closed. If you are going to be closed for multiple days, click the+ Add a Holidaylink and repeat, creating a holiday for every single day you will be closed.

ClickSave in the top right corner when done:

Custom Menu

The second part of the setup will determine what and when products/items will be offered on your online menu/product list.

On the Products page, click "Custom Menus" on the left-hand side of the screen. Select "Mode" from the Application Type drop-down list. Setting the Application Type to Mode will make the following four preset menus readily available :

Online

Kiosk

Menu Board

Bar

For Mode / Station, select "Online" from the dropdown list. Selecting "Online" will determine which products appear on the website:

Click the pencil icon on the right-hand side of the newly created custom menu to edit your online menu/product list and time slots.

On the settings page, click "Edit Effective Dates/Time". Clicking on any one of the letters corresponding to calendar days will allow you to populate the days and times that you would like the online platform to be accessible to customers. Click "Save" once finished.

Under the "Included Products" section, in the dropdown list, check items that you would like to appear on the website, and uncheck items that you would not like to include on the website (usually for items that are under a Catering category, alcoholic beverages subject to age restrictions, etc.).

Once the timeslots and the included products have been set, click the "Save" button in the upper right corner of the page:

Note: By default, all products under "Included Products" that were uploaded into the system will be checked in the dropdown list. Any new products added in the Management Console after going live with the online platform will NOT be added automatically to the online platform. New products that will be offered online will have to be updated in the "Included Products" section as well.

Pushing Changes to the POS

This process will take 15 minutes before the changes are pushed to the online menu/product list.

To push changes immediately, navigate toSettings > Online Ordering Settings and click "Refresh Menu" inthe upper right corner of the screen:

Once you've refreshed your menu, you can navigate to your online ordering establishment by typing in the URL given to you.

An example of the online ordering platform is shown in the image below:

Placing an Online Order

To place an order through the online ordering website, open up a browser and enter the URL in the address bar.

The web page will direct you to the online ordering site with the corresponding product offering (menu/product list), as shown in the image below:

NOTE: If an item is not available during the selected time and a customer tries to add it to the order, an error message will appear advising when the product is available for ordering:

Customers can create a new profile by clicking NEW USER? REGISTER in the upper right corner of the page. They may then fill in the required fields, and click Register at the bottom of the window to complete registration.

Or, alternatively, existing users may log in by clicking LOG IN and keying in their credentials.

Once logged in, users can edit their profiles by clicking on their name at the top right and then choosing Edit Profile.

Whether registering or updating existing profiles, customers can input their name, address, email and phone number.

Optionally, they can add specific delivery instructions for each new address. Delivery instructions are helpful tidbits of information that will help the driver with delivering in a timely manner. You can add things like gate codes, house color, landmarks, etc:

Navigating the website is intuitive. Customers are able to click on any product available on the screen, or they can opt to skip to a particular sub-category (these sub-categories are populated from those that exist in the Products tab). Categories are located near the top of the screen, like the tab on the Revel Coffee Shop menu labeled "Main Menu". Subcategories are located below the selected category, like the tab on the Revel Coffee Shop menu labeled "Coffee", or "Espresso Drinks", so on and so forth.

If a particular product has modifiers associated with it, the modifier screen will pop up, and prompt the customer for selection:

Once modifiers are selected and the customer clicks Add Item, the item will be added to the Cart on the right-hand part of the screen:

When the order is complete, the customer will then click Checkout to complete the payment. Customers will input their information on this screen, including selecting an order type, arrival time, any additional order notes, and finally the payment information. Depending on which settings are enabled in the Management Console, the payment options may vary:

Once your order is complete, you will receive a confirmation notice on the screen, stating your Order ID, Order Type (Dine In, Carry out, Delivery, etc.), email address, pick up or delivery time, as well as any new points earned and total rewards balance*:

Additionally, a screen will appear advising the email address where your receipt has been sent, as well as a final confirmation of your order details*:

Processing an Online Order

When an order is placed online, it will send the information directly to the Revel iPad. This will appear on the main POS as radial badges on the Orders button (online orders are usually configured to appear on just one POS to avoid confusion).

To access any of the online orders, tap on the Orders button, and then tap on Web Orders. It will display a list of online orders that are currently active:

To briefly explain the meaning of the differing colored radial badges on the Orders button:

Blue in the upper left cornerindicates a held order. Since incoming online orders are automatically placed in the order queue, every online order placed will reflect a held order as well.

Yellowin the upper right corner indicates the number of open online orders.

Purple in the lower right corner indicates the number of new online orders.

Note: To make sure that online orders are being printed to the kitchen, please check the printer settings in the Management Console under Settings > Kitchen View/Kitchen Print > Dining Options Printers > Online Ordering Printers, and make sure the printer you would like to print orders to is highlighted, and click Save:

To pull up any of the online orders, tap on the order to highlight it, and then tap OK. The order will then populate on the order screen with the Customer Name, Pick-Up Time (if applicable), and Phone Number. Remember that these fields are being pulled from the information that the customer had entered during checkout:

Depending on the method of payment, the order may appear as having a zero balance due, or an outstanding amount. If the balance due is zero, you can hit Pay and then Done to close out the order. If the order has a balance, like in the example above, take the payment and tap Done to complete the transaction. Once done, you may hand the client the order.

reCAPTCHA V2

reCAPTCHA v2 is a free service from Google that helps protect websites from spam and abuse. A “CAPTCHA” is a test to tell humans and bots apart. It is easy for humans to solve, but hard for “bots” and other malicious software to figure out.

Please follow the below process to enable reCAPTCHA for your Revel Online Ordering site.

reCAPTCHA v2 Setup

Revel's reCAPTCHA v2 support makes it easy to use a reCAPTCHA v2 security check on your online ordering site. In fact, we do it for you!

If you're interested, justand we'll enable it as soon as we can.

Please Note:the ReCAPTCHA v2 settings are not establishment-specific. That means if you enable it for one establishment, the settings will be updated for all establishments under your Revel URL.

How it Looks on Your Online Ordering Site

Once reCAPTCHA v2 is enabled, it will appear as a pop-up during credit card checkouts on your Revel online ordering site:

Please find the most up to date error codes for Freedom Pay, USAePay, Moneris, TriPOS, and Mercury attached.

Freedom Pay Error Codes

USAePay Error Codes

Moneris Error Codes

TriPOS Error Codes

Mercury Error Codes

To prevent data loss, we recommend that all clients back up their QuickBooks file prior to integration with Revel.

This will preserve a copy of your finances in case of emergency.

How to Back Up QBO Data

This is the QuickBooks Online home screen. Navigate to the gear in the top right and click it:

Under Tools, choose Export Data. This will start the QBO Backup Wizard:

Under Reports select All Data and All Dates and hit Export to Excel.

Then go to list and do the same:

Overview

Occasionally, you may have issues with credit card transactions missing or not showing as captured on the Point of Sale. Follow the steps below to try to fix; if these do not work, you'll need to contact your Gateway or Merchant Service Provider (MSP), whose contact info can be found at the bottom of the page.

Contents

How to Manually Batch Uncaptured Transactions

How to Check for Offline Payments

How to Check for Declined Payments

How to Check for Accepted Transactions

Cannot Close Credit Card Transactions

Gateway/MSP Support Numbers

How to Manually Batch Uncaptured Transactions

If credit card transactions appear to be missing in a bank account or deposits are coming up short, it is very probable that the credit card transactions are not captured on the Point of Sale. To remedy, follow the steps below:

Login to the POS with the role that has permissions to batch payments manually. Then, from the Dashboard, navigate to Payments Waiting to Batch:

Offline Mode/Always On Mode For Table Service (TSR) and Quick Service (QSR) clients (if processing tips), all the credit card transactions end up in the batch process. When the credit card is swiped, it will be authorized for the swiped amount and placed into the batch process. While in the batch process, these transactions can be adjusted to account for tip amounts before capturing, which finalizes the transaction.

If NOT captured, the transactions will sit in batch process screen until captured. This means the transactions sit as an authorization, and are not being processed. If a transaction sits in batch process for more than 24 hours, a warning appears upon login, so this should be done daily,as an end of night procedure.

From the Payments Waiting to Batch screen, you'll see all unprocessed credit transactions. Adjust tips as needed by clicking on the tip field and inputting the appropriate value.

When ready, tapCapture ALL at the top to process all transactions. Or to capture individual transactions, tap the Capture button next to each transaction you want to process:

How to Check for Offline Payments

If the Internet goes down, the Point of Sale is still able to swipe credit cards and process them once the internet connection is reestablished. Any credit cards swiped while offline will be placed in the Offline Payments screen. Normally once Internet is reestablished, any offline payments should be processed automatically, then placed into the batch process.

To enable offline payments and to learn more about this feature, please review . Once activated, you can manage offline payments from your Point of Sale, and thereare multiple warnings indicating when the iPad has any offline transactions or is taking any offline transactions. These will appear at the bottom of the login screen: To check on or force the offline orders, follow the steps below:

From the Point of Sale Dashboard, navigate to Offline Payments:

Select Force at the top right.

If transactions remain, it means Internet connection has not yet been reestablished.

If transactions disappear, they've moved intoPayments Waiting toBatch,where they can adjusted and captured.

How to Check for Declined Payments

Declined payments will only be delayed and need rectified in the event that you have offline payments that process once your internet service is restored; otherwise the system will let you know immediately if a credit card is declined. To check for declined payments:

From the Point of Sale Dashboard, navigate to Declined Payments:

Select Retry or Retry All to try to process the payment again

To get rid of the transaction, swipe to the left and select Delete on a particular transaction.

If the payment cannot be processed, please contact your MSP for more information. The numbers are provided at the bottom of the page.

How to Check for Accepted Transactions

After the above steps have been exhausted, including Batch Process, Offline Payments, and Declined Payments, if Credit Card transactions still appear to be missing, there are two options left.

In rare cases, if the application is deleted before the batch process is processed, all uncaptured transactions will remain in an authorization stage but will be gone from the batch process screen. This means it is no longer possible to capture and finalize the amount on the Point of Sale. To fix this, you'll need to find the transactions on the Management Console. To do so:

Log into your Management Console [yourdomainname.revelup.com] and navigate to Reports and choose the Payment Summary Report.

Scroll down to Payment Details and click Transaction Status to organize list:

If there are transactions here listed as Accepted, it means the amount was authorized with the payment processor but was not captured and finalized. This means the money will not be collected. If the transactions listed as accepted do not appear in the Batch Process screen, please contact the MSP for manual processing.*

*NOTE: If the authorization has expired (time may vary from 3-30days, depending on your MSP), it will not be possible for MSP to finalize the transaction.

Very rarely would a transaction not be reported in the Management Console and the batch process screen, however it may be possible. The very last and final thing to do is to contact the MSP and ask if there are any transactions sitting in the authorization stage.

Cannot Close Credit Card Transactions

Occasionally, an order on the Point of Sale needs to be synced with the Management Console in order for you to close it and process it in your credit card transactions. To do so:

From the Point of Sale, login as a Manager and look at the Payments Waiting to Batch section. Here, you'll see all accepted transactions. Make note of the order that has not yet batched, because you will use this later to look up the order details:

Next, from the Point of Sale Dashboard, choose Orders:

Tap the icon and then choose Advanced Search:

Choose Search by Order ID:

Input the order number that you noted from step 1 above:

Once you reopen the order, it should sync with the Management Console, so that the order can now be closed:

Now that order is synced and closed, we can see that it is showing up on the Point of Sale Dashboard under Payments Waiting to Batch, so that we caneither adjust tips or just capture it:

Gateway/MSP Support Numbers

PayPal Support: 1-888-221-1161

USAePay: 1-866-872-3729

Worldpay: 1-800-846-4472

Issue

Zebra label printer (ZD410/LP2824 Plus) is not printing or does not print correctly.

Environment

Zebra ZD410 - connected via direct ethernet connection to Revel Network.

Zebra 2824 Plus - connected via serial cable to Revel R212 and connected via ethernet to the Revel Network.

Resolution

Check that printer is powered on and device has power indicator light illuminated.

Check that printer is getting ethernet connection by checking for indicator light at back of device (ZD410 only)

For LP 2824 Plus, please check that the R212 has connection and indicator light.

Check that printer has labels and is able to properly feed a single label out without jamming.

Check that printer is assigned to a product on the Management Console.

Performed label width auto-sensing check on printer.

On ZD410 - Make sure printer is on. Once the printer is in the ready state (Status indicator is solid green), press and hold thePAUSE and CANCEL button for two (2) seconds and release. The printer will measure a few labels and adjust media sensing levels

On LP 2824 Plus - Hold down the green button until the light blinks 2 times, then let go. The printer will eject and sense the edges of the paper and label.

Cause

Depending on the steps performed above will lead you to the root cause of the issue. Most of the time the issue is connection/configuration related.

Meaning of Indicator Light Patterns

Status of Printer

Contents

Gift Cards

Purchasing Revel Gift Cards

Gift Card Product Setup

Importing Gift Cards

Selling a Gift Card

Redeeming a Gift Card

Gift Card Reporting

Gift Cards

Revel Systems currently provides its own proprietary solution for Gift Cards. Revel Systems has also partnered up with other vendors that provide their own Gift Card solutions that are directly integrated into the POS, including setup, selling and redeeming, and reports.

Givex

LevelUp

LoyalTree

Mercury Gift Cards

Paytronix

Shell Rewards Cards

Stanford Cards

Synergy Gift Cards

Valutec

Verifone Point

For businesses with multiple establishments, please note that Revel Systems' Gift Cards do not handle royalties. In other words, the establishment in where a gift card is purchased receives the full amount of the gift card, even if the gift card is redeemed at a separate location. For this reason, Revel provides a Gift Transactions report that shows the variance between establishments and allows merchants to keep track of a "central bank" and manually calculate royalties for individual locations.

Gift Card FAQ

Purchasing Revel Gift Cards

Revel Gift Card functionality can be purchased through your Revel Sales rep. Note: if you select one of our integrated vendors (e.g., Valutec, Mercury), the vendor will charge their own fees at their discretion for the functionality.

To purchase and design your physical gift cards after purchasing Gift Card functionality, please contact our partner at Plastic Printers. Their contact information is:

[email protected]

+1 (651) 319-4776

Gift Card Product Setup

Before you can sell a gift card, you must create the gift card product in the Management Console.

To do so, log into the Management Console.

Under the Products tab, select the Category and Sub-Category where you would like the Gift Card to appear on the POS.

On that screen, enter the name of the Gift Card product (usually “Gift” or “Gift Card”), and input the price that you would like to load the gift card for. If you would like the POS to prompt for a customizable price when selecting the gift card, please leave the price field at $0.00:

Then click the Save button in the top right corner of the page.

Once the product is created, click the Pencil icon on the right, and scroll down to Product Class. In the product box field, click the drop-down list and select Gift. (Note: the product class “Gift” is a pre-set class configured with the system. Every product assigned to the Gift class will NOT be taxed.):

Then click Save.

Importing Gift Cards

If you have existing gift card numbers, use Export/Import to create, update, or remove outdated gift cards.

Under theSettings tab, find and select theGift Cards checkbox.

Select Export to download the gift card template.

In the exported Excel file, fill out the following fields. *Please note: this template is only supported in Excel:

Number:This is the virtual number of the gift card. It is the main identifying detail for each gift card. If you already have existing gift cards, the numbers will automatically export on this sheet. You can create new gift card numbers directly in this sheet. When imported, brand new gift cards will be created off these numbers. The numbers can be any length, but they must be unique. If a number is used that is already in the system, the last entry will override any other entries of the same number.

Initial Value:This is the amount of funds the gift card started out with. For existing gift cards, it will show the amount that was first added to the card, regardless of what its current balance is. For brand new cards, you can leave this amount at 0 if you want it to be empty or you can preload it with a dollar value.

Remaining Balance:This is the current amount of the gift card. This field is only relevant for existing gift cards. For new gift cards, enter0. This is a required field. If it's left blank, the import will fail.

Card Type:Fill outRegular for each card. This is a required field.If it's left blank, the import will fail.

Created Date:This shows the date and time the gift card was created, whether on the POS or via the import. For new gift cards, leave this field blank. Please note: if this fieldis filled out, it must be in this format: "09/13/18 10:14:05 AM":

*If you see any existing gift card numbers that begin with "SC", these are store credits and can only be redeemed on the POS through theStore Creditpayment option.

After editing the Excel file, upload the file using the Import button. You'll then receive an email confirming the import results.

Selling a Gift Card

On the POS, select the category and sub-category where the Gift Card product was located. There, please tap on the Gift Card product to add it to the order.

If the Gift Card was created with a price of $0.00, the system will prompt the employee to input the amount to be loaded onto the card:

After the Gift Card is added to the order, hit Pay, and select the method of payment. Once the Balance Due reaches zero, the system will prompt the employee to create or reload an existing Gift Card with the selected amount:

The POS will prompt Waiting for Card Swipe. Swipe the Gift Card or, if you need to make a manual entry, please tap on Manual, and manually enter the number on the gift card or certificate. Note that only numbers are supported:

Once the sale is finalized, a receipt will print that shows Date, Time, Employee, Gift card number and Balance. Please note: it is not possible to reprint this receipt.

Redeeming a Gift Card

To redeem a Gift Card, open up a new order, and add items to the order. Then, tap Pay, and on the payment screen, tap Gift Card.

The system will prompt you to swipe a card or manually enter the card number. Once the system finishes authorizing the card, a pop-up window will appear with the message Payment Successful!

If the amount on the Gift Card is greater than the balance due, the Balance Due will be reduced to $0.00. If the amount on the Gift Card is less than the balance due, the customer will be responsible for remitting payment for the remaining amount.

To tender a certain amount on a gift card less than its full amount, enter the amount to be tendered prior to tapping the Gift Card payment method. Only the amount entered will be deducted from the Gift Card.

When the balance due reaches $0.00, hit Done. The amount remaining on the Gift Card will print on the receipt if configured on the backend. To verify, please log into the backend and go to Settings > Settings (Advanced) > Gift, Rewards and Admin Cards, and scroll down to Show Card Balance on Receipt. Make sure the box is checked.

Gift Card Reporting

Revel Systems reports all Gift Card sales as Liabilities (non-revenue generating sales). You can find this line item under Reports > Sales Summary.

Any purchases made with a Gift Card will appear under the Payments section of the Sales Summary, as well as the Payment Summary Report.

To view a report of how many gift cards are currently in circulation, go to Reports > Other Reports > Gift Cards. Please make sure to select a Date Range to view all Gift Cards that were activated during that time period.

On this screen, you can choose to update the amount on a particular gift card (Note: you will not be receiving or refunding payment from the customer if you add or subtract an amount to/from the card). You can also print out a report in PDF format.

If you would like to pull a list of all active Gift Cards in an Excel file, go to Settings > Gift, Reward and Admin Cards, and click on Gift Card: Export on the upper-right hand part of the screen.

With Revel, you can set low stock alerts for your products and ingredients. If an item falls below the set threshold, you'll receive an automated notification that it's time to reorder.

Contents

Updating Low Stock Alerts Individually

Updating Low Stock Alerts in Bulk

Updating the Low Stock Alert Email Address

Reordering Products and Ingredients

Updating Low Stock Alerts Individually

If you have just a few stock alerts to update, you can update them individually in the Inventory tab in your Management Console ([yoursubdomain].revelup.com). To do so:

In the Management Console, go to the Inventory tab and then the Product Inventory tab or Ingredient Inventory tab (depending on the items you need to update).

The Low Stock Alert column is where you'll update the threshold number. Locate the item that needs to be updated and fill out the Low Stock Alert field. You don't have to click Save, as this number will update automatically.

Repeat this process until all items are updated:

Updating Low Stock Alerts in Bulk

If you want to edit multiple low stock alert quantities at once, you can do so by using a spreadsheet upload. Here’s how:

In the Product Inventory tab or Ingredient Inventory tab, click the ... icon and then choose Export> Excel.

In the next page, choose Reset Low Stock Threshold from the Additional Columns field, then click Export. Check your email for the exported file:

When you open the Excel file, locate Column O (New Threshold) and enter the product’s or ingredient’s low stock number.

After you've filled out the stock alert number, save your file.

In the Export / Import screen for Product Inventory or Ingredient Inventory, locate the Import section. Click Choose File and attach the Excel document you saved. After the file is attached, click Import Inventory.

Once your file is processed, you will receive a results email. Check this email to confirm all changes were uploaded successfully. If any errors occurred, the results email will pinpoint exactly where and why the error happened. Fix the issue in the file and repeat the upload process.

If your upload was successful, you will see the threshold number from the spreadsheet under the Low Stock Alert column in the Product Inventory tab or Ingredient Inventory tab.

Updating the Low Stock Alert Email Address

If an item’s on-hand quantity falls below the set threshold, you'll receive an automatic email notification that it’s time to reorder. To edit the email address the notification will be sent to:

In the Product Inventory tab or Ingredient Inventory tab, click Set Up Stock Alert Email in the top right corner. Fill out your email address in the Send Low Stock Alert To field. Check the box if you want to consolidate alerts into one daily email. Then, click Save:

Reordering Products or Ingredients

The Reorder tab allows you to quickly view all items that have fallen below their set thresholds. To easily reorder low stock items:

Go to the Inventory tab and click the Reorder tab.

If your products or ingredients are attached to vendors, you'll see the different vendor sections with corresponding products or ingredients underneath. If a product or ingredient order has already been placed in a purchase order request, but not yet received and finalized in the inventory, then the amount on order will appear in the "On Order" column. Deselect these and click Generate PO to quickly open a new purchase order that contains the products or ingredients flagged for reorder:

All of your products or ingredients that aren't attached to vendors will appear under the No Vendor section. Generate PO will take you to a new purchase order, where you'll then select the vendor and create the purchase order as normal:

With Revel, you can set low stock alerts for your products. If an item falls below the set threshold, you'll receive an automated notification that it's time to reorder.

Contents

Updating Low Stock Alerts Individually

Updating Low Stock Alerts in Bulk

Updating the Low Stock Alert Email Address

Reordering Products

Updating Low Stock Alerts Individually

If you have just a few stock alerts to update, you can update them individually in the Inventory tab in your Management Console ([yoursubdomain].revelup.com). To do so:

In the Management Console, go to the Inventory tab and then the Product Inventory tab.

The column titled Low Stock Alert column is where you'll update the threshold number. Locate the item that needs to be updated and fill out the Low Stock Alert field. You don't have to click Save, as this number will update automatically.

Repeat this process until all items are updated:

Updating Low Stock Alerts in Bulk

If you want to edit multiple low stock alert quantities at once, you can do so by using a spreadsheet upload. Here’s how:

In the Product Inventory tab, click the ... icon and then choose Export> Excel.

In the next page, choose Reset Low Stock Threshold from the Additional Columns field, then click Export. Check your email for the exported file:

When you open the Excel file, locate Column O (New Threshold) and enter the product’s low stock number.

After you've filled out the stock alert number, save your file.

In the Export / Import screen for Product Inventory, locate the Import section. Click Choose File and attach the Excel document you saved. After the file is attached, click Import Inventory.

Once your file is processed, you will receive a results email. Check this email to confirm all changes were uploaded successfully. If any errors occurred, the results email will pinpoint exactly where and why the error happened. Fix the issue in the file and repeat the upload process.

If your upload was successful, you will see the threshold number from the spreadsheet under the Low Stock Alert column in the Product Inventory tab.

Updating the Low Stock Alert Email Address

If an item's on-hand quantity falls below the set threshold, you'll receive an automatic email notification that it’s time to reorder. To edit the email address the notification will be sent to:

In the Product Inventory tab, click Set Up Stock Alert Email in the top right corner. Fill out your email address in the Send Low Stock Alert To field. Check the box if you want to consolidate alerts into one daily email. Then, click Save:

Reordering Products

The Reorder tab allows you to quickly view all items that have fallen below their set thresholds. To easily reorder low stock items:

Go to the Inventory tab and click the Reorder tab.

If your products are attached to vendors, you'll see the different vendor sections with corresponding products underneath. If a product or ingredient order has already been placed in a purchase order request, but not yet received and finalized in the inventory, then the amount on order will appear in the "On Order" column. Deselect these and then click Generate PO to quickly open a new purchase order that contains the products flagged for reorder:

All of your products that are not attached to vendors will appear under the No Vendor section. Generate PO will take you to a new purchase order, where you'll then select the vendor and create the purchase order as normal:

When using single use or multi-use coded coupons, enabling Discount Codes helps you easily configure different code types.

Creating Discount Codes

Using Discount Codes on the Point of Sale

Using Discount Codes for Online Ordering

Creating Discount Codes

Under a specific discount, you can select whether you want to a discount code configured to be a single use or multi use discount.

Begin by navigating to the discount page. Select the details icon of an existing discount. For more information on how to create discounts, click here.

Check the box for Discount Code. On the bottom of the page, click the button for import/export.

Next, download an empty template for the Discount Codes.

On the Excel spreadsheet fill out column A, B, and C.

Code: If you have a discount code from your coupon manufacturer, enter that information in this column. You can also choose to create your own discount code. This code must be at least two characters. You can use digits and/or letters in this column.

Type: Notate whether this will be a single use or multi use coupon. If it is a single use coupon, fill in the number 1. For multi use coupons, enter the number 0.

Used: Notate whether this coupon is Used orNot. For all new coupons, enterNo.

Then click Save.

Lastly, import the spreadsheet back into Revel.

Discount codes are single-establishment. If a single-use discount code is attached to a discount, pushed via EMS to other establishments, and then used at the base establishment, the same discount code can still be used at other establishments.

Using Discount Codes on the Point of Sale

On the Point of Sale, add an item to the order screen. Then tap the specific item and select Discount Itemor Discount Order (the option that appears here will be dependent on how the discount was created in the Management Console [whether it was created forItem, Order, orAll.]):

Under the item discount, tap scan.

Scan or manually enter your discount code.

Lastly, you'll see the discount code automatically applied to the order screen.

Using Discount Codes for Online Ordering

Once your discount code(s) has been set up in the Management Console, they can be redeemed in an online order on the Payments screen in theDiscount Code field:

When using Revel API or database, Revel software refers to a payment types and order types with a numbered code. This article serves as a reference for the payment_type and dining_option fields, found in Revel database and various API resources.

API Dining Options Reference:

DINING_OPTION_TOGO = 0

DINING_OPTION_EATIN = 1

DINING_OPTION_DELIVERY = 2

DINING_OPTION_CATERING = 3

DINING_OPTION_DRIVETHROUGH = 4 <- you can rename this

DINING_OPTION_ONLINE = 5

DINING_OPTION_OTHER = 6 <- you can rename this

DINING_OPTION_SHIPPING = 7

API Support:

type_id

card_type

Payment name

0

0

Other

1

0

Cash

2

0

Credit Amex

2

1

Credit Discover

2

2

Credit Mastercard

2

3

Credit Visa

2

5

Credit Other

3

0

Check

4

8

Gift Card

5

0

Credit Manual

6

0

Credit+ Amex

6

1

Credit+ Discover

6

2

Credit+ Mastercard

6

3

Credit+ Visa

6

5

Credit+ Other

6

6

Credit+ Trade

6

7

Credit+ House Account

6

9

Credit+ Debit

7

0

LevelUp

8

0

Debit

9

0

Badge

10

0

Index (NOT USED)

11

0

PayPal

12

0

EBT Foodstamp

13

0

Bitcoin (NOT USED)

14

0

EBT Cash

15

0

Zapper

16

0

SSMC

17

0

Drive Off

18

0

Fleet Card

19

0

Fleet Manual

20

0

WoraPay

21

0

Store Credit

22

0

Como

23

0

LoyaltyPlant

24

0

Voucher

101

0

Sevice Charge

102

0

Depost

108

0

Custom

The Declare Tips feature allows employees to declare cash tips, as credit tips would appear on the backend when the credit cards are captured. Once the tips have been divided between employees, they can then declare the tips individually which will record on the backend for tax purposes.The employee must declare tips for data to populate in the declared tips section.

Contents

Enabling Declared Tips

Declaring Tips on the Point of Sale

Viewing Declared Tips on the Management Console

Enabling Declared Tips

Before you can start using declared tips, you must first enable this feature in the Management Console: first, by enabling the declared tips POS permission, and then enabling the declared tips setting.

The declared tips permission lets you display the declare tips prompt only to specific employee roles. To enable the declared tips permission:

In the Management Console, navigate to Employees.

Click Permissions and then click POS Role Permissions:

Find the Declare Tips permission in the table. Enable the permission for all roles who should access the feature on the POS:

Click Save in the top right corner.

After setting up the permission, be sure to enable the declared tips setting. To do this:

In the Management Console, navigate toSettings.

Click Clear Selections.

Enter Declare Tips in the search box:

In the list of settings, check the box next to Declare Tips.

On the right side of the settings area, check the box next to Declare Tips:

Click Save.

Declaring Tips on the Point of Sale

Your employee will need to declare their tips after every shift.

To declare tips during a shift:

From the Point of Sale dashboard, tap Declared Tips:

Enter the amount of cash tips to declare:

Tap Add.

To declare tips after a shift:

Tap Clock Out.

Enter the amount of cash tips to declare. If you declared tips during your shift, enter only the tips you have not declared:

Tap Submit.

Viewing Declared Tips on the Management Console

Navigate to Reports > Sales Summary Report.

The declared tips display on the right side of the report in the Tips section:

To view a specific employee's declared tips, select the employee from the filters menu:

When you are ready to batch/capture credit cards, you can do so from the same screen where you adjust tips:

On the Point of Sale, depending on your POS Role Permissions, login as a manager or owner.

Click on Payments Waiting to Batch:

You'll see all transactions that have not been batched. You choose toCapturean individual order's payment or you can choose Capture All to process everything at once:

You'll be prompted to confirm the number of transactions to be captured.NOTE: Once a payment is captured, it cannot be altered:

You'll receive final confirmation once the order(s) is/are batched and then you will be able to view the information in any sales reports.

Idle animation allows a single photo or slide show to appear on the Revel application after a certain amount of inactivity. These idle animation sets can be set on your KDS, CDS or POS units.

There can be multiple idle animation sets assigned to specific stations, so you can customize for each one, if you'd like. For example, one CDS might show only candy while the other CDS might show only ice cream. Uploading multiple pictures into one idle animation set will rotate through the photos based on the interval setting. To create the Idle Animation Set, use the steps below:

On the Management Console [yoursubdomain].revelup.com], navigate toSettings.

Clear Selections and typeidle animation set in the search bar.

Check the box next toIdle Animation Sets so the settings appears on the right side of the screen.

Click+ Add an Idle Animation Set:

You'll then be prompted to enter the information for your Animation Set:

Name: Create a name for the Idle Animation Set.

Animation Interval: Input the number of seconds you want the set to use to cycle through your images.

Image(s):Upload or link aURL for the image you want to display. Once an image is selected, you can further customize it by using the built in Tools and selecting an aspect ration. A preview of your image displays on the right. NOTE: Ideal image dimensions for both iPad & iPad Mini is 1024 x 728:

Devices: Select the CDS and/or KDS where you want the set assigned

Stations: Select the Point of Sale stations where you want the set assigned

Active: Make sure this box is checked in order for it to work on your assigned devices and stations. If unchecked, it will not display.

Make sure to Refresh each station to receive the new change. CDS and KDS devices will not need to be refreshed as it pulls the new configurations from the Point of Sale.

Have a maximum of 3 Revel iPad POS systems per access point. Any higher amount of iPads could lead to slower network performance.

here.

For more information on access points click

If you use Cross Establishments Returns in Revel, they will integrate to QuickBooks Online daily.

First, please make sure you have Inventory enabled in your integration settings - see our Inventory - Quickbooks Online guide for more information.

Contents

Accounts Created and Used

Items Created and Used

Integration

Account Created and Used

The QuickBooks Online accounts and account types Revel automatically creates and uses for cross establishment returns are:

Due To Store Account - Other Current Liability (Other Current Liabilities)

Due From Store Account - Other Current Assets (Other Current Assets)

QuickBooks Online Integration mapping here

To see or change the account mapping for these on your Revel Management Console([yoursubdomain].revelup.com):

Go toSettings.

Then clickQuickBooks.

ClickQuickBooks Online IntegrationthenAdvanced:

You can see more about viewing and editing Revel's .

Items Created and Used

The QuickBooks Online items Revel automatically creates and uses for cross establishment returns are:

Due To Store - Service Type Item (Account - Due To Store Account)

Due From Store - Service Type Item (Account - Due From Store Account)

Integration

Cross establishment returns will sync to QuickBooks Online daily in the following way:

The Sale Establishment:

There will be a line item on the daily Sales Invoice namedDue To Storethe establishment the sale happened at.

Sales and payments will balance with this line item, as available in Revel Sales Summary.

The ReturningEstablishment:

There will be a dailyRefund Receipt createdin QuickBooks Online namedDue From Storefor the store the return happened at.

Overview

When you create a delivery order, the point of sale will prompt you to enter a call name for the customer. This means that if you want to attach the order to an existing customer's name, you have to enter the name twice. This feature allows you to suppress the prompt on orders that are already attached to a customer. Instead of prompting you, the system will automatically use the customer's first name for a call name, so you'll only have to enter the name once.

Enabling or Disabling the Call Name Prompt

In the Management Console, ([yoursubdomain].revelup.com) go to the Settings tab.

Click Clear Selections.

In the search field, type call name.

In the left navigation window, click the box labeled Prompt for Call Name under Quick Service Settings.

To prompt for a call name by default on delivery orders, click the box labeled Prompt for Call Name. If the box is checked and you want to disable all call name prompts, uncheck the box.

Select your prompt options:

On Pay: The prompt will appear on the point of sale when the customer pays.

On Hold: The prompt will appear when the order is put on hold.

On Send: The prompt will to appear when the order is sent to the kitchen.

Require Call Name: Delivery orders will require a call name.

Suppress Prompt if Order Already Has a Customer: When a delivery order is already attached to a customer's name, the system will use that name for the call name and the prompt will not appear.

Click Save.

With Revel, you can customize your receipts with a variety of options. These settings include the number of receipts to print, signature lines, tip lines, and more.

Contents

Finding Your Receipt Settings

Printed Receipt

Printing Receipt Options

Finding Your Receipt Settings

Before looking through the settings you have to print receipts, let's see how to locate these settings:

In the Management Console ([yoursubdomain].revelup.com), navigate to Settings.

Click Clear Selections:

Type the word receipt in the search bar:

Click the box next to Receipts to show all options for receipts. Your printing and customizing options will appear on the right-hand side:

Printed Receipt

Below is a printed Revel receipt. The numbers on the image correspond to the below settings. This is to show exactly how each receipt option will appear on the physical receipt:

Logo: You can set/edit your custom logo underSettings>Receipts>Printer Image.

Receipt Header: You can set/edit your receipt header underSettings>Receipts> Receipt top line.

Order Number: You can select or deselect Order Number underSettings>Receipts>Receipt Options.

Call Number:You can select or deselect Call Number underSettings>Receipts>Receipt Options.

Station Number:You can select or deselect Station Number underSettings>Receipts>Receipt Options.

Order Option:You can select or deselect Order Option underSettings>Receipts>Receipt Options.

Call Name:You can select or deselect Call Name underSettings>Receipts>Receipt Options.

Server Name:You can select or deselect Server Name underSettings>Receipts>Receipt Options.

Time & Date Stamp

Product Name

Modifier Name(s):You can select or deselect Modifiers underSettings>Receipts>Receipt Options.

Product Price

Modifier Price(s):You can select or deselect Modifier Price underSettings>Receipts>Receipt Options.

Applied Discount: You can opt to show the discount name by selecting the settingDisplay Discount Name. If this setting is left unchecked, the receipt will just display "Discount".

Service Fee

Total Items Ordered

Subtotal

Tax Total

Grand Total

Customer Payment Method and Amount

Change Due

Tax ID Number:You can select or deselect to print the Tax ID underSettings>Receipts>Print Tax ID.

Total Savings: You can select or deselect Total Savings underSettings>Receipts>Display Total Savings on Receipt.

Order Notes:You can select or deselect Order Notes underSettings>Receipts>Receipt Options.

Receipt Footer:You can set/edit your receipt header underSettings>Receipts> Receipt top line.

Receipt Barcode:You can select or deselect Barcode underSettings>Receipts>Receipt Options.

Printing Receipt Options

Receipt Options: Select the fields to print on your guest receipts. Hold down CTRL and click the fields you want printed on your receipts.

Print Tip Line: If enabled, a tip line will print on credit card receipts.

Omit Signature Line:If enabled, a signature line will be omitted below a certain purchase amount. Once enabled, additional fields will appear to enter a purchase amount. You may also opt to print a merchant copy even if the order total is below the threshold.

Promotional Text: Input the promotional text you want to print at regular intervals on payment receipts. Lines must be 32 characters or less.

Promotional Text Interval: Input how often you would like the promotional text to print. The text will be placed below the footer on every X number of payment receipts that are printed on a particular POS station.

Print Cash Receipts: Select if you want to print cash receipts or not. If you select Prompt the system will give you three options: Print, Email and No Receipt.

Print Credit Receipts: Select if you want to print credit receipts or not. If you select Prompt or Signature the system will give you three options: Print, Email and No Receipt. If the Signature option is chosen, it will display a signature prompt on the POS.

Print Credit Plus Receipts: Select if you want to print credit receipts or not. If you select Prompt or Signature the system will give you three options: Print, Email and No Receipt. If the Signature option is chosen, it will display a screen to capture the customers signature for storage on the payment record. Signature can still be used on Email receipts by signing on the iPad

Print EBT Receipts: Select if you want to print EBT receipts or not. If you select Prompt the system will give you three options: Print, Email and No Receipt.

Voucher Receipt Print: Select if you want to print voucher receipts or not. If you select Prompt the system will give you three options: Print, Email and No Receipt.

Print Debit Receipts: Select if you want to print debit receipts or not. If you select Prompt the system will give you three options: Print, Email and No Receipt.

Print Gift Card Receipts: Select if you want to print Gift Card receipts or not. If you select Prompt the system will give you three options: Print, Email and No Receipt.

How Many Credit Card Receipts: Select the number of Credit Card Receipts to be printed for each order, Merchant copy or Merchant and Customer copy.

Credit Card Receipt Options: Select itemized options for credit card receipts. Selection can be made to have itemization appear on 1 credit card slip, all credit card slips or none.

How Many Credit Plus Receipts: Enter the number (1 or 2) of receipts to print for Credit+ transactions.

Subject Line of Emailed Receipts: This text will appear in the subject line of all emailed receipts.

Custom Email Domains: These are the quick entry domains you can use when adding a customer's email address for email receipts. You can change any domain to ones used most frequently at your establishment. For example, if your business is near a college campus, you might add the email domain name for the school.

Display Total Savings on Receipts: Check this box to add a line to receipts that displays the customer’s total savings from discounts.

Receipt Top/Bottom Lines: The custom top lines text will appear at the top of your receipts, below any receipt images. The custom bottom lines text will appear at the bottom of your receipts. This typically includes business information and perhaps a friendly greeting at the bottom such as "Thanks for shopping with us. Come back soon!" 40 characters per line are allowed.

Email Receipt Logo: Revel will place this image at the top of emailed receipts. The ideal size is 240 x 240.

Receipt Print Description: If enabled, Revel will print item descriptions on the guest receipts.

Printer Image: You can upload a logo for printed receipts in this section. Please note that if you have a thermal printer, your logo will only print in black and white.

Print Closing Receipt: If enabled, a final closing receipt will automatically print upon pressing Done to close an order.

Signature Screen Allow No Receipt: Adds No Receipt as an option on the Credit Card signature screen.

Print Tax ID: Prints the customer Tax ID on the receipt. Often used for VAT or GST; also helpful if you engage in wholesale transactions.

Send on Print Guest Check: If enabled, any items that have not been sent to the kitchen, will automatically be sent when an employee taps "Print Guest Check" on the Point of Sale.

Print Signature Line on on House Account Receipt: This setting causes a signature line to print receipts for orders charged to Credit Plus > House Accounts.

Print All Void Receipts: If enabled, Revel will print a receipt for every void or return, even if no payment was made.

Print Void Reason on Receipts:If enabled, Revel will print the reason for Void/Return on the Void receipts.

Print Void Receipts: Select how many receipts to print when voiding, returning or exchanging items. Options include Zero, One or Two.

Safe Drop Receipts: Select how many safe drop receipts to print. Options include 1 or 2.

Include a Signature Lines 1 and 2 on the Void Receipt: If enabled, signature lines will be printed on all void receipts for customers to acknowledge the transaction.

Label for Void Signature Line 1 and 2: Input the labels you want to appear on Lines 1 and 2 of the void receipts, such as Customer Signature, Manager Signature, etc.

Language Package in Receipts: Select the language pack to use for your receipts. Options include Use English, Use Secondary or Prompt. If you select Prompt, you will have to select the desired language each time you print a receipt.

Display Manual Discount Reason: If enabled, Revel will print the discount reason for a manual discount on receipts. Otherwise, the receipt will simply display "Discount".

Display Discount Name: If selected, Revel will print the discount name on receipts. Otherwise, the receipt will simply display "Discount".

Additional Discount Details for Separate Receipt: This will enable a field on the discount module that lets you include more information on a secondary receipt to print to the customer.

Print All Outstanding Guest Checks: Enables an option under the Point of Sale Settings called Print Open Checks. When tapped, the Point of Sale will print a guest check for each of the employee's orders where payments don't equal sales.

Do Not Print Default Modifiers on Guest Receipt: If enabled, default modifiers will not print on guest receipts.

Print Tip Lines on Guest Check: If enabled, the Tip, Total and Signature lines will print on guest receipts. Two additional options appear to include the signature line and to display text next to the signature line. If the Signature Line field is blank, no text will display next to the signature line. Enter text in this field (such as "Signature") to display next to the signature line.

Auto Gratuity Label: This label displays the auto gratuity amount on receipts.

Print Guest Check on Hold: If enabled, a guest check will print each time you place an order on hold.

Footer image: An image added here will print at the bottom of a receipt. Many clients use a QR code for the footer image.

Print Rounding Delta on Receipt: If enabled, you can show the amount of rounding to be displayed on a customer receipt.

House Account Payments Shall Use Credit Card Settings: If enabled, House Account receipts will be treated as if they are Credit Card receipts, including the number and type of receipt, as we as the presence of tip and signature lines.

Email Template: Select the template to use for email receipts. If no template is selected, the Point of Sale will use the default template.

Retrieve Customer Email from the Cloud: When customer pays with a Credit Card, the system can check if customer email address is known.

Upsell Pricing Display: Select whether the receipt will rollup all upcharges into the meal price or whether it will display upcharges apart from the meal price.

Allow Customers to Send Receipts to Expensify: Once activated, customers will enter the email attached to their Expensify accounts and their receipt will automatically be available for their expense reports.

Support Emailing Receipts: Deactivate if you never wish to email receipts from the Point of Sale or Customer Display Systems. You will still be able to email invoices.

Email Receipt Color: Select the color you would like to use for receipts emailed from the Point of Sale. You can enter a hex code or choose the color selector.

Non-Buy Back Market: This indicates the marker requirements for printing info on the receipt for non-buy back markets.

Print Suggested Tips: If enabled, this feature prints a small table of suggested tips at the bottom of the receipt. The suggested tips are calculated against the pre-tax, pre-discount order totals.

Print Suggested Tips Value 1, 2, and 3: Enter up to three suggested tip percentages that you want to display on receipts.

Please note that when the costing method (Average, FIFO, LIFO) is changed on an item, Inventory information on the Product/Ingredient Inventory Summary Reports gets reset. This means that in addition to resetting the Cost and Qty of the item, the historical data for the item on the Product/Ingredient Inventory Summary is also reset. However, this does not affect Product/Ingredient Inventory Log report.

Revel allows you to use Average, First In First Out (FIFO)orLast In First Out (LIFO) costing to track your inventory values. After conducting sales, view the cost of goods sold under the Product Mix report. Below is a brief explanation of the different costing methods:

Contents

Average

FIFO

LIFO

Average

This method takes the average cost of all inventory count put in for a specific item, regardless of the date or cost entered.

For example if you received 10 apples on Monday costing $.10, and 10 apples on Tuesday for $.20, and sell 5 apples, your reporting will show that your cost of goods sold will be $0.15 cents each.

FIFO

FIFO stands for First In, First Out. FIFO takes the materials purchased cost first, as the cost of goods sold and the cost of materials purchased last as the cost of items still present in the inventory. The inventory count/cost will leave in the same order that the inventory was added.

For example, let's say if you received 10 apples on Monday costing $.10, and 10 apples on Tuesday for $.20. When you proceed to sell 5 apples, your reporting will show the cost of goods sold to be $0.10 cents per Apple.

LIFO

This method stands for Last In, First Out. LIFO takes the cost materials purchased most recently as the cost of goods sold and the cost of materials purchased first as the cost of items still present in the inventory. The inventory value will be removed from inventory count according to the amount that was last recorded.

For example, let's say you received 10 apples on Monday costing $.10, and 10 apples on Tuesday for $.20. If you proceed to sell 5 apples, your reporting will show the cost of goods sold for these 5 Apples to be $0.20 cents each.

Revel defaults your inventory cost to the FIFO method. If you would like to change this costing method, you will need to confirm the desired costing method with Revel support before making final changes.

In versions 2.48 and higher, this discount enhancement allows you to choose the number of target products that that can be discounted. For example, if a customer buys a pizza, you can set two items (such as a ceramic mug and a t-shirt) at a discounted value.

On your existing discount, click the Detailsicon to view the settings page.

Find the Qualification Type and select Item.

Set the Qualification Subtype toItemif there is a specific product, or Group if there are several products a customer can purchase from to receive this discount.

Under Qualifying Groupor Qualifying Item(depending on what you selected above), enter the product name. This is the item a customer must purchase to receive the discount.

Next, scroll down to the setting Discount Applies to.Select Group or Product.

Depending on what you selected above, enter the name of the product or product group (item that will be discounted in the order).

Next, check theApply Multiple Timesbox. Checking this setting will allow you to choose the number of items that will be discounted with this purchase.

Under Target Volume, enter the number of products that will be discounted. If two items will be discounted with the purchase, enter the number 2.

Then click Save.

Reconciling Revel’s Order Number with Payment Processor Transactions

Overview

When processing credit cards transactions with Revel, it is possible to match Revel’s order number to an order/invoice number on the payment gateway. This can be incredibly useful for searching up a specific transaction in Revel using the invoice number or vice-versa.

For example, there is an order number at Revel that is 86848 but client wishes to view this specific transaction on USAePay.

Matching the Order and Payment

This may vary between gateways (USAePay, Mercury, WorldPay, etc). In order to meet requirements set by the gateway, Revel will add a 100, 200, or 300 in front of the order number and send that number to the gateway.

For example, if the order number is 86885 so the USAePay’s order ID/invoice #= 10086885. Client can use USAePay’s search feature to search with anything matching “10086885”.

Revel’s Order History Report Revel Order 86885

USAePay Invoice 10086885

Or vice-versa, grab the Order ID/Invoice # from USAePay then search with the number without the 100, 200, or 300.

If a bulk matching is needed, export the Order History Report along with the gateway's report for the same time frame. Then use Excel to paste the info into the sheet. Remember to remove the first 3 digits of the gateway's invoice #.

Notes:

Mercury calls this number the invoice #

WorldPay removes the first number of Revel’s Order # and replaces with 100 or 200.

Modules:

Enable Location Tracking

Sales Required.

We have not tested integration without Sales therefor do not recommend not selecting.

This will send all Daily Sales from Sales Summary in Revel to QBO.

Payment Reconciliation Recommended for customers using Intuit Payments only.

This will send every payment separately to QBO. This will also auto reconcile customers accounts from undeposited funds to Checking Account.

Payroll Customers must have payroll integration with QBO for this feature. This will send Times Worked to Payroll in QBO.

Inventory Selecting this will send Purchase Orders and Inventory Cost of Goods to QBO Daily. No Quantity on Hand or inventory lists will sync.

Payout Selecting this will send Payouts to QBO daily.

Location Tracking Recommended.

This must be turned on on QBO first and will show the establishment name on each entry that is sent to QBO.

For steps to enable please see .

Summary This will send Summary level sales data to QBO daily (similarly as seen in Sales Summary Report in Revel).

Summary by Product Classes This will send Product Classes as well as Summary Level sales data to QBO daily.

Summary by Product - This will send Product names as line items as well as Summary Level sales data to QBO daily.

Mapping:

To see completed mapping go to Integration on Revel URL and Select;

Advanced View Mode

These can be customized, however only to what the system will allow.

The integration is designed to only allow customers to change accounts to those that make accounting sense and no others.

Customers should click the drop down box, select the account and save. Customers cannot change these to any account that is not available in those drop downs.

Customers should NOT delete any accounts or items created in QBO from Revel.

Accounts on the Left are Revel accounts.

Accounts on the Right are QBO accounts.

If a line item in list mapping shows as ‘Create in QBO’, customer must select an account and save.

If customer sees a long list of products but not an appropriate account, they may have their products set up in QBO.

If this happens, please contact Support.

Note: this article refers to features in version 2.51, which you may not be using yet. Here's how software updates work with Revel:

Your Management Console has already been updated; no action is required!

Your new Revel Point of Sale app will be available shortly after that. Once it's available, head here for update instructions.

Currently, when a loyalty profile is created, you must manually enter a customer’s Loyalty ID. In Revel’s 2.51 release, every time a new loyalty member is created, the Point of Sale will automatically generate a loyalty number based on the customer’s phone number. This reduces redundancy and the number of clicks for your cashiers and improves the speed of service.

Navigate to the the Settings Tab. Under the Search for settings bar, enter and check the box forAllow Automatic Loyalty Generation.

Next, check the box next to this feature, then click Save.

Select if you would like the numbers to generate randomly, by a customer’s phone number, or by manual input. Then select the number of digits you would like generated.

Lastly, click Save. Please refresh the Point of Sale before testing any changes.

Revel does not send historicaldata to QBO prior to initial integration. If there is sales data that is needed in QBO but has not come over automatically from Revel, please follow these steps to reconcile;

Go to Revel Url > Reports > Sales Summary and Search for the specific date needed. Ensure that the start the day matches that of Reporting time (Settings > Reports > Day start)to capture full day of information (this time should automatically come up when entering the dates).

Take note of: Taxable Sales, Non-Taxable Sales, Taxable Services Fees, Non-Taxable Service Fees, Item Discounts, Order Discounts, and Sales Tax.

Login to QBO account. Go to Transactions > Sales > New Transaction > Invoice.

Create an invoice with the previous information. Make sure to change the invoice date and put a check mark on Tax for taxable sales. This will allow customers toenter a sales tax amount. Also, always double check sales tax is correct as it may change throughout the process. It is recommended to do thislast before saving the invoice.

Pleaselook at the payments received on Revel Url.

Create individual Payment Records for payments in QBO. In QBO go to Transactions > Sales > New Transaction > Payment.

Please ensure that Payments are attached to correct Invoice that was created in QBO previously.

If a party request to divide a tab among several people, you can use Split Bills to divide by items, by the number of people, or even manually.

Contents

Enabling Split Bills

Using Split Bills

Clearing Split Bills

Enabling Split Bills

Before using Split Bills, the functionality must be enabled in the Management Console.

Begin by navigating to the settings tab. In the search for settings box, enter Split Bills.

On the right, check the box for Split Bills.Then clickSave.

refund permission,

Using Split Bills

Before using Split Bills, remember to refresh the iPad POS Platforms station.

Begin by adding items to the order screen. Then tap Pay.

Under the actions icon, selectSplit Bill. If you do not see the icon, use the arrow to view more icons.

After selectingSplit Bills, you can choose to split the bill in several ways:

Split Evenly:If this is selected, another prompt will ask the amount of people to split the bill the between. (i.e. If "3" people are selected, the system will automatically create 3 evenly split checks.)

Split Manually:If this is selected, another prompt will ask the amount of people to split the bill between. After selecting the amount of people, another prompt will ask to enter the manual amount for each check . ( i.e. If "3" people are selected, the system will prompt for the amount due on the first check, the second check, and then will automatically create the third check with the balance left over.)

Split By Item:This option allows to add as many checks as needed as well selecting which items to to put on each check.

Split By Seat Number:From here, select an item to be split in half, or add any item to a new check.

For splitting the bill evenly, enter the specific amount of people.

Next, enter the payment method and complete the payments for every individual check. Once completed, the Point of Sale will direct you to a new orders screen.

Clear Split Bills

Clearing a split bill merges split bill back into one total. Because it also refunds all payments on the order, clearing a split bill requires a security PIN from an employee with refund permission.

Tap Clear Split Bills.

If the employee who owns the order does not have the Point of Sale will require a PIN from someone who does

Tap Yes.

Tap OK and refund any payments.

NOTE: Please do NOT perform this operation unless specifically advised to do so by a Revel Support Agent. Provisioning your iPad WILL DELETE ALL REVEL DATA PERMANENTLY.

To provision your iPad, you will need to have access to the log in credentials of your Management Console. If you are provisioning your iPad after going live, please make sure all your payments have been batched, before deleting and reprovisioning the application. If you did not purchase the iPad through Revel, you will need to provision your Revel POS Application.

Contents

Verify "Owner"/"Manager" Access

Provisioning the Revel POS Application

Verify "Owner"/"Manager" Access

Before booting up the Revel app on your iPad, you'll need to log in to the Back-Office Management Console to verify that you have Owner or Manager permissions. These permissions are required to provision an iPad.

Log in to your Management Console at [yoursubdomain].revelup.com and switch to the Employees tab.

Find your name in the Employees list and click the pencil icon to open a detailed view.

On the right side of the page, scroll down to the Administrative Permissions section. The username and password will be used to provision the iPad. You can reset the password on this page:

Next select Manage Establishment Access:

Under Administrator Permissions, verify that you have All Permissions (including Admin Permissions) selected:

Provisioning the Revel POS Application

If you have just downloaded the Revel POS application, a pop up window will appear when you click on the application. If you just see the keypad screen, enter the number 8, eight times, (88888888), then tap login.

To provision your iPad, enter your Management Console URL ([yoursubdomain].revelup.com), login, and password. Then tap Enter:

Select the establishment where this iPad will be used and tap Next.

You should now see a Downloading Configuration dialog. Wait for the download to finish, then enter your PIN to log in.

If you receive an error message, close the app and check your iPad's network connection:

If your iPad is connected to the network and you are receiving this message: "Sorry, there are no users for these credentials", please check your employee's login credentials found under the Management Console > Employees > Employee Details > Administrative Permissions:

Issue

A red bar instructing you to connect to the Revel network appears on the Point of Sale when you’re connected to a mobile network.

here

Environment

The message appears on the iPad Point of Sale when the iPad is connected to a mobile network.

Cause

The mobile network is not a Revel one.

Resolution

Disable Check Network in the Point of Sale settings as follows:

Log in to the Revel Point of Sale. The PIN you use must belong to a manager or employee with access to Point of Sale settings (Read more about Roles and Permissions ).

On the dashboard, tap the Settingsicon.

Tap Network Sync, turn off Check Network, and hit Done. The red bar should disappear.

This guide is designed to help you navigate and optimize Revel's Product Forecasting / Item Tracking report features. This feature is particularly relevant for Quick Service users who have items that need to be prepared throughout the day. This feature allows users to plan for how many of those items to have prepared and ready before the customer orders, rather than having to produce items as a customer orders.

Contents

Definition of Terms

Configuration Settings

Selecting the Point of Sale Station

Configuring Item Tracking Sets

Safety Factors

Spot Checks

Definition of Terms

Tracking Set: The set of products that the report will track for sales and product quantity.

Time Slot / Interval: For items that are tracked and/or prepped throughout the day, this defines how often the item is tracked.

Configuration Settings

Before using item tracking and product forecasting, you must first enable these features in your settings. To enable the Item Tracking Report:

In the Management Console ([yoursubdomain].revelup.com) navigate to the Settings.

Click Clear Selections.

Type Product Forecasting in the search bar.

In the search results, check the box next to Product Forecasting.

On the right hand side, check the box next to Enable Item Tracking. This will enable the Item Tracking Report and allow you to configure item tracking sets: Selecting the Point of Sale Station

Configure your settings to specify whether the sales forecasts made by the report will be based off of Net or Gross sales, and specify the number of weeks to base your forecasting for both item quantities and sales. Use this page to configure your item prep reports and which printers to print those reports from. These are reports that you can configure to print out at various points in the day, indicating how many items will need to be prepped for the following day. The following settings are available:

Enable Item Tracking: Enables the Item Tracking Report on the Management Console.

Forecast Item Quantities Based on Number of Weeks: Specifies the number of weeks off which to base the forecast prep amounts for each interval.

Forecast Sales Based on Number of Weeks: Specifies the number of weeks off which to base the total forecasted sales for the day.

Base Sales Forecasts off of: Specifies whether to base sales forecasting off of Net or Gross sales.

Print Report To: Specifies the printer which will print the Item Tracking reports.

Start of Day Report: The Start of Day report prints all daily tracking sets. This option contains four sub-settings:

Prints X Minutes before business opens - Input the number of minutes prior to business open that the Start of Day Report should print. Note, to use this feature, you must input your business’ time table (Note, this can take a negative value if you want the report to print after the business opens).

Include Totals For Each Time Slot - Includes forecast totals for each interval time slot in the report.

Include Interval Totals for the Day - Includes the daily totals for each interval tracking set in the report.

Hourly Forecasting Sales - Includes the forecast hourly sales for the day.

Interval Prep Report: Interval Prep Reports print all non-daily tracking sets. This option contains five sub settings.

Print How Often - Specifies how often the reports print. Users can choose the following values: Never, 15 minutes, 30 minutes, one hour, two hours, and four hours.

Include Prior Hour Totals - Includes a total on the report showing how much was sold last hour.

Include Cumulative Totals - Includes the total amount that have been sold throughout the day.

Include Next Time Slot Forecast - Includes the totals for the next time slot that will print out.

Hourly Sales - Includes the hourly sales for the day.

Closing Prep Report: Closing Prep Report prints a summary of what will need to be prepared for the next day. Input the number of minutes prior to business close that the Next Day report should print This can take a negative number which will cause it to print after close of business.

After you've configured your item tracking settings, click Save.

Selecting the Point of Sale Station

Once you've enabled item tracking and product forecasting, the Point of Sale station to print from needs to be selected. To do this:

In the Management Console, navigate to theEstablishment tab.

Click Stations.

Select the desired station to print from.

In the Detailstab, clickShow More under thePrintingsection:

Check the box next toIs Print Item Forecasting and then clickSave:

Configuring Item Tracking Sets

Now that you've configured the settings for the Item Tracking Report it's time to configure your Item Tracking Sets. These are the sets of products that the report will track for sales and quantities. To configure your Item Tracking Sets:

In the Management Console, navigate to the Reports > Other Reports > Item Tracking Report page.

Click Edit Tracking Sets at the top right of the page.

Click + Add New Tracking Set. This will expose the Item Track Set settings:

Configure the settings as desired. The following options are available:

Name: Specifies the name of the tracking set.

Sort: Specifies the order that the set appears on the Item Tracking Report. This is an integer value based on the number of configured tracking sets.

Active: If checked, the set is currently active. Only active sets are visible in reports.

Number of Decimals in Tracking Set: Allows you to forecast up to two decimals places. Generally speaking, tracking sets should produce whole numbers. The possible values are 0, 1, and 2.

Safety Factor: Specifies the percentage by which forecast amounts for this set should be increased in order to guarantee that there is sufficient product produced. You may also input a simple formula to calculate the safety factor based on preset variables. Please see the Safety Factors section for formula building instructions. Percentage safety factors will apply to all tracking frequencies. Formulae will apply only to interval tracking frequencies.

Interval Frequency: For items that are tracked and/or prepped throughout the day, this field specifies how often the item shall be tracked. A "None" value means that this item is only tracked on a daily or greater basis. Possible values include None, 15 Minutes, 30 Minutes, and 60 Minutes (default).

Prep Time: Specifies the amount of time needed to prepare the product set. This controls how far ahead of the forecasted use the kitchen will be prompted to start preparing the item set. Possible values include: No Prep Time, 15 Minutes, 30 Minutes, 45 Minutes, 60 Minutes, 120 Minutes, 180 Minutes, 240 Minutes, depending on the configured frequency.

Last Prep Time X Minutes Before Store Closes: Input the number of minutes prior to business close that this item may be prepped. This is the final time that an interval report will print out, and it will contain the quantities needed for the rest of the day.

Spot Check: This setting is only displayed if the "Interval Frequency" field has been set to "None". Spot checks help confirm that you are producing enough of the item throughout the day. Input the interval you want to check for, the time the spot check should print and the amount of the interval's quantity that you should have produced by that time. You may input multiple spot checks, say 25\% at 11:00, 50\% at 2:00 and 75\% at 5:00.

Item Tracking Report: Specifies how the tracking set will be displayed on the Item Tracking Report. Interval sets will be displayed in the table at the top of the report. Daily sets will be displayed at the bottom of the report. You may pick up more than one frequency.

Interval: This causes the item to appear in the upper section with Time Slot forecasts. Assuming the Prep Time field is not "No Prep Time", there will be a Prep Column. This is only available if the item’s Interval Frequency is not "None".

Today: Include the item in the Today Section

Tomorrow: Include the item in the Tomorrow Section

Today + Tomorrow: Include the item in the Today + Tomorrow Section

Tomorrow + Next Day: Include the item in the Tomorrow + Next Day section

Display Prep Column: If enabled, the Prep column displays how much of the item set should be prepped starting at what time, based on forecast data and the prep time. This setting is not configurable if the "Interval Frequency" field is set to "None".

Start of Day Report: Specifies the frequencies by which forecasts for this set will print on the start of day report. You may pick up more than one frequency. For example: if a tracking set has a Frequency of 60 minutes, the 10:00AM hour Prep field will display the quantities needed in the 11:00AM hour field.

Interval: This causes the item to appear in the upper "Hourly" All Day Section. This is only available if the Tracking Set's Interval Frequency is not "None".

Today: Include the item in the Today Daily Section

Tomorrow: Include the item in the Tomorrow Daily Section

Today + Tomorrow: Include the item in the Today + Tomorrow Section

Tomorrow + Next Day: Include the item in the Tomorrow + Next Day section

Interval Prep Reports: If enabled, this setting includes the Tracking set on the interval report, as well as in the Totals for Each Time Slot on the Start of Day Report.

Closing Prep Report: If you want the forecast quantities for tomorrow or tomorrow + 1/2 next to print on the closing report, configure them here.

Tomorrow: Include the item in the Tomorrow Section. This assumes that the item is in the Tomorrow section of the Item Forecasting report. If it isn’t, the system will use the value from the next day’s Item Forecast Report.

Tomorrow + Next Day: Include the item in the Tomorrow + Next Day section. Like above, this assumes that the item is in the Tomorrow +1/2 Next Day section of the Item Forecasting report. If it isn’t, the system will use the data from the following two day’s Item Forecast Report’s to generate the forecast.

Included Products: Specifies which products to include in the tracking set. For each product, enter how many individual units to track. For example: if you sell cookies and track them by sheets of 12, you would enter 12 here.

Click Save after creating your tracking set.

Printing Controls for Tracking Sets

The report also has item forecasting preparation chits to be sent to kitchen printers from the Point of Sale. Three different type of chits can be sent to kitchen printers, all with customizable options. The settings that control this functionality can be found on theSettings > Reportspage under the Product Forecasting section or theReports / Product Forecastingsection of the settings page.

The Forecast Printing button will only appear on the Point of Sale station that has "Is Print Item Forecasting" enabled. It is used to manually reprint a forecast report that did not print automatically, for instance, if a technical error occurred. See the section to set up forecast printing from the Point of Sale.

The image below highlights the printing settings when configuring item tracking sets. For more detailed descriptions on the settings, please see the Item Tracking Set Settings table.

Item Tracking Set Configuration, Printing Control Settings

The image below displays examples of the Start of Day, Interval Prep, and Closing Prep reports reading left to right:

Item Tracking Report Print-outs

Safety Factors

Because Forecasting is not a hard science, Revel has developed the Safety Factor feature to ensure over-production into the forecasts, so that users won’t run out of key items. This percentage varies by tracking set. Configure Safety Factors using the corresponding field on the Reports > Item Tracking > Edit Tracking Sets > Details page. This field specifies the percentage by which forecasted amounts for the item set should be increased in order to guarantee that there is sufficient product. Users may also input a simple formula to calculate the safety factor based on preset variables. In other words, if you forecast that you will sell 16 cookies, and the safety factory is 20\%, than they system changes the forecasted cookies to 20.

Percentage Safety Factor Configuration

You can also configure safety factors by equation building. Equation building uses variables and simple math to increase production based off future forecast sales or item quantities.

For example: Say you have a tracking set that estimates rolls needed for tomorrow. You prep rolls a day in advance, throughout the day. You can build an equation that takes tomorrows roll forecast (110 in this example), divides it by work hours in the day (11), and subtracts an integer (the amount you are already over-producing, 5 in this example). The resulting "6" (110/11-5) will be added to the toll forecast for each hour.

Any mathematical equation can be entered into the Safety Factor field using one or more of the following predefined variables. Use the "*" (asterisk) symbol for multiplication.

Available variables:

today_sales

tomorrow_sales

today_hours

tomorrow_hours

SETNAME_today_quantity

SETNAME_tomorrow_quantity

sales

quantity

For the "SETNAME" variables, you can find the tracking set SETNAME by hovering your cursor over the tracking set name on the Item Tracking Report, as shown in the image below.

SETNAME Display on Item Tracking Report

The following images displays a formula entered in the Safety Factor field. You can find the actual safety factor amount, meaning the amount that the equation produced, by hovering over the forecasted column for the tracking set.

Formula Safety Factor Configuration

Safety Factor Display on the Item Tracking Report

Spot Checks

In order to help track the production of long frequency items, Revel has added the ability to print Spot Checks for Item Sets tracked by longer frequencies. Spot Checks help confirm that the user is producing enough of the item throughout the day. These will be printed on the Interval Prep Report printouts.

A Spot check will be a combination of tracking periods (today, tomorrow, etc), time, and percentage. The system will display the name of the tracking set, the percentage amount of the set for the period (be it today, tomorrow, etc). For example: if the user needs to produce 48 packs for tomorrow and there is a 25\% spot check at 11:00, the report will display: “Packs 25\% 12 qty.”

When configuring a Spot Check, input the interval to check for, the time the spot check should print and the amount of the interval's value that has been produced up to that time. Users may input multiple spot checks.

Spot Check Settings, Item Tracking Set

With Custom Menus, you can choose which products are available at different Point of Sale stations or time slots. Prior to creating a Custom Menu, please make sure your products and Price Tiers are configured.

Contents

Creating Custom Menus

Price Tiers, Time slots and Included Products

Managing Manual Custom Menus

Creating Custom Menus

To create a custom menu:

In the Management Console ([yoursubdomain].revelup.com), navigate to the Products tab, then select Custom Menus from the left.

Here, click +Add Custom Menu and enter the menu’s name.

For Application Type, you have multiple choices:

Time Slot Only: Restricts the menu to a specific time of day.

Manual: Allows you to choose your custom menu manually on the POS.

Mode: Used for online ordering, bar stations, kiosks, or digital menu boards.

POS Station: Sets the custom menu to a specific POS terminal.

Make the appropriate selection and fill in any additional details under Mode or Station if applicable.

Finally, click the Save icon:

Price Tiers

Price Tiers, Time Slots, and Included Products

After you have created the base of the custom menu, the next step is to set up timeslots and choose the products. To do this:

Click the details icon to begin customizing your new menu:

Here, you can set the, effective dates and times of the menu. Once these times are set, the custom menu will only be active during the specified time ranges.Please Note:if you want to create a 24-hour time slot, you must enter 12:00 AM11:59 PM for the menu to display correctly on the Point of Sale. If you enter another 24-hour time range (such as 5:00 AM4:59 AM) the menu will not display correctly:

You can also select the products to include in this custom menu. Select entire categories, subcategories, or individual products. Click Save to finalize the changes.

Managing Manual Custom Menus

Please note that Custom Menus only support adding a product from itsMainproduct Category.We currently do not support adding products through the Additional Categories:

Furthermore, any Custom Menu's that have their Mode/Station set to "Manual" will be able to choose these Custom Menus on the assigned Point of Sale station. To do this:

1. Set the desired custom menuMode/Station Type to Manual and add the station(s) that this custom menu will be available on:

2. On the Point of Sale, select Settings>Menu>Manual Menu:

3. Use the radio buttons to enable/disable the desired custom menu(s) that will be used on this station:

*Please note that only employees with the role permission "Custom Menu Management" enabled will be able to perform these actions.

Time blocks allow you to set up how much time a service typically takes. This way, when a customer or employee schedules a service, it will schedule for the allotted amount of time.In this example Revel will becreating two time blocks for all weekdays to reflect a business thatDOES NOTaccept reservations anytime before 9am and thatDOES NOTaccept any reservations after 6pm.

To do so, follow the steps below:

Login to your Point of Sale as Manager.

From the Dashboard, navigate to Appointments: NOTE: The Appointments button must be activated by Revel Support; if you do not see this, please reach out for assistance.

Press the + Time Block button, then select the Service Provider at the bottom of the screen:

Click the block for the date/time that you want to create a time block and a prompt will appear for you to enter the specific details for the Time Block:

Label: Enter the name for the time block, such as Closed AM or an employees specific reason for Time Off.

Date: This is the date that initially was pressed and the date the Time Block will start, which can be adjusted here if necessary.

All Day: If this applies to the entire 24-hour period of the date selected, choose this bullet; otherwise you'll need to enter a start and end time for the block.

Repeats: By pressing on the pencil image, it is possible select days of the week for the Time Block to repeat. It's also possible to select the end date of when the repeated Time Block occurs. If an end date is not chosen, it will apply the Time Block to all future dates.

Start Time and End Time: Create another time block and enter 6:00pm - 12:00am, then press Create.

The Time Block will now be applied to that specific Service Provider's schedule:

Refresh the Point of Sale so that the Time Blocks are sent to the server.

Overview

Barcodes are widely used in all businesses to quickly ring up items at the cash register or check inventory stock. Generally, they are set of lines that wary in width which, when scanned, will pull up a product’s information, indicating the price, name, and other details of the product, and add it instantly to the order.

There are several different barcodes that Revel Systems is designed to deal with, including but not limited to, UPC-A barcodes, EAN-13 barcodes, PLU barcodes, and barcodes printed from a Zebra LP2824 Plus printer. This article will discuss each of the barcodes in brief detail, as well as explain how barcodes are read through Revel.

Content

Setup

Barcode Standards

UPC-A Barcodes

UPC-E Barcodes

EAN-13 Barcodes

Code128 Barcodes

PLU Barcodes

BarcodesSold by Weight

Price Embedded Barcodes

Create Item on Unmatched Barcode

Auto-Generated Barcodes

Editing Barcodes in Management Console

Editing Barcodes/SKUs in Import/Export

Setup

When setting up your system to read barcodes, there are some settings that must first be activated. Please follow the steps below to complete:

From your Management Console [yourdomainname.revelup.com], navigate to Settings. Clear Selections and search for Barcode. Check the options for Barcode Standard, Keyboard for Manual Barcode Entry and Create item on unmatched barcode. This will display all available settings on the right for you to decide how you want to manage these settings: Editing Barcodes in Import/Export

Barcode Standard: Three options appear for you to choose from UPC-A, EAN-13 and Code128 - all highlighted below. The Barcode Standard selected here, however, is ONLY used to determine how Revel generated barcodes are formatted; Revel can accept any manufacturer barcode or otherwise, no matter the selection here. For more info on auto-generating barcodes, please refer to How to Set Barcodes/SKUs Automatically on Products, Modifiers and Ingredients.

Keyboard for Manual Barcode Entry: Choose the preferred keyboard option that will appear if a product is not found when scanned into the system; options include Numeric or Alpha-Numeric.

Create item on unmatched barcode: If activated, the system allows you to create a new item on the server if you scan a product and its barcode is not found. You should later edit the item in the Management Console to fill out all desired fields. For more info on this, please see Create Item on Unmatched Barcode.

Save when finished.

Barcode Standards

Products that are purchased from vendors will frequently come with a manufacturer’s barcode. There are several different kinds of barcodes, but we have listed below the most frequently used barcodes that Revel Systems can handle.

UPC-A Barcodes

This fixed length, numeric only symbol must contain 12 digits. The most common barcode for retail items in the United States and Canada: Below is an additional UPC-2 mini-barcode. This is often used on magazines and periodicals to indicate an issue number. By default, scanners are not configured to scan second UPC-2 barcode. Please refer to the manufacturer's manual on how to read these barcodes:

NOTE: Revel Systems will read the UPC-2 barcode above ONLY if the bottom digits are entered in the system. In the example above, the "10" at the top cannot be added to Revel; only the 12 digits below should be entered.

UPC-E Barcodes

This fixed length, numeric only symbol is a compressed version of the UPC-A to allow use of UPC barcodes on smaller packages where a full 12-digit barcode may not fit. All barcodes must contain eight digits and because the UPC-E is used for the number system zero, all symbols must begin with a zero:

EAN-13

This fixed length, numeric only symbol is similar to the UPC-A, but encodes 13 characters instead of 12.

The leading digit of EAN-13 barcodes also indicate the country in which the company that sells the product is based (which may or may not be the same as the country in which the good is manufactured):

Code128

This is an alphanumeric symbol capable of encoding digits 0-9, upper and lowercase letters A-Z and all standard ASCII symbols. Code 128 is variable length, the more characters, the larger the symbol will be.Revel is able to handle alphanumeric barcodes if they are associated with a particular product. In the examples below, if “Barcode,” “FF100,” or “5254” is entered for any product, and the barcodes are scanned, it will bring up that associated product:Price embedded barcodes following the EAN-13 standard can support prices up to 999.99 as they have 5 digits that represent the price in the barcode. Here is what a standard EAN-13 price embedded barcode looks like:This barcode can be divided into a few different parts:

20-12345-10959-9

20- leading check digits that flag the barcode as price embedded.

12345- PLU of the product.

10959- Price of the item, in this case it is 109.59.

9- checksum digit automatically calculated and added by the scale.

EAN-13 price embedded barcodes differ slightly from UPC-A in that it has to lead with 20 instead of 2 and does not have the check digit in the middle for the PLU. This setup is ideal if you need your barcodes to contain prices that are higher than 99.99.

PLU Barcodes

Price Look-Up Codes (PLU codes) are identification numbers that are fixed to produce items in order to make check-out and inventory control easier, faster, and more accurate. PLU Codes are usually four digits long with numbers ranging from 3000-4999. However, there may be a fifth leading digit added for some “non-conventionally grown” products, such as a 9 for organic produce or 8 for genetically modified produce:Regardless of the length of the PLU, Revel Systems will be able to process these kinds of products on the Point of Sale if you do not wish to navigate through your menu (usually for clients whose product offering is very large). To add PLU Codes to products:

Add the product to the system and add the PLU code in the Barcode field:

Once the PLU code is entered and saved, refresh all stations to update the product information.

Then, on the Point of Sale, tap on the Searchor Enter Barcode buttons to manually search for a product. Enter the PLU for the product and tap OK to search:

If it is a product that is sold by weight, you'll be prompted to put the product on the scale to check its weight. See Barcodes Sold by Weight for more info on setting this up. Then, the item will populate on the order screen:

Barcodes Sold by Weight

Some clients may wish to sell their produce by weight, as opposed to quantity. To do so, follow the steps below:

From the Management Console [yourdomainname.revelup.com], navigate to Products and locate the product you'd like to edit. Click on the icon to access the Product Details:

Clear Selections and search for Sold by Weight. Check the box on the left to display the setting on the right, then activate the setting on the right. Also, make sure that the Price of the product reflects the price per pound:

Refresh all stations to update the product information.

Then, on the Point of Sale, tap on the Searchor Enter Barcode buttons to manually search for a product. Enter the PLU for the product and tap OK to search:

Then, the item will populate on the order screen:

Remember this is the alternative option if you do not wish to navigate through the menu for the product. Tapping on the product within your Menu on the Point of Sale will also populate the scale reading if Sold by Weight is enabled for the product.

Price Embedded Barcodes

Price Embeddedbarcodes are similar to PLU codes in that these are primarily used for unpackaged items, like deli meats and cheeses. Clients will usually have a scale of their own where they will punch in the PLU code for that particular product on that scale, weigh it, and then print out a price embedded barcode from the scale to attach to the product.

These barcodes consist of five parts and will read something like2 00001 8 0754 1, with each number representing the following:

2 the leading check digit, which flags the barcode as price embedded

00001 the PLU of the product (note that it HAS to be programmed as FIVE digits)

8 check digit of the PLU

0754 the price of the product (here, $7.54)

1 the check digit of the price

In order for Revel to read these Price Embedded Barcodes correctly, a few settings must be configured on the products. To do so:

From the Management Console, navigate to Products and find the product that you'd like to associate with a price embedded barcode and click on the icon to access the Product Details:

Make sure your settings match the screenshot below, including activating both thePrice Embedded and Sold by Weightoptions. Additionally, make sure your price is the unit price per pound and input the five digit PLU into the Barcode field as well:

Once you have this information entered, hit Save, and refresh all the iPads for the settings to take effect.

NOTE: Revel does not directly integrate with or sell deli scales that print out price embedded barcodes. Clients will have to program their own deli scales with the PLU codes and Unit Price for the barcode to print properly and be accurately read by the Point of Sale.

Create Item on Unmatched Barcode

If you would like to use the Point of Sale to upload your products in the Management Console, you can facilitate loading those products by enabling Create Item on Unmatched Barcode. Setting this up was highlighted in the Setup section above. Once activated,refresheach station for the setting to take effect.

To see how this works on the Point of Sale, follow the steps below:

On the Point of Sale, scan an item that has yet to be added to Revel.

If the barcode does not exist in the database, you'll be prompted to add the item by inputting Name, Price, Weighted Item (yes or no - yes if item is sold by weight), Embedded Item (yes or no - yes if the item has a price embedded barcode) and Save to Server (yes or no; if yes, this will save the product to the Management Console as a permanent item, along with the other selected information under the Category and Sub-Category called AdditionalItems*):

Tap OK to save the new product and it will be added to the order.

If the product is saved to the server, you can confirm that it is now a permanent item by checking the Management Console. Under Products, expand the AdditionalItems Category and Subcategory and you'll see the new product listed:

If you click on the icon to see the full product details, the Product Description will indicate that the was "addedfromipad". If you'd like, you can edit any fields, including moving the item to the appropriate category, subcategory, class, etc.:

Auto-Generated Barcodes

If you have uploaded your products manually onto the system, or uploaded them through the Excel spreadsheet using SKUs, you have the ability to automatically assign valid barcodes to all your products. If you are going to use a Zebra Label Printer to print out barcodes for products that do not come with manufacturer barcodes, we highly suggest using this auto-generated barcode feature.

In order to have the system generate barcodes for you, follow the steps below:

First, you'll need to indicate the type of barcode that you want the system to generate for your products. Take a look at Step 1 in the Setup section above to set this; you can choose from UPC-A, EAN13 or Code 128. Save when finished.

Next, to generate for the products that already have SKUs associated with them, navigate to the Products tab.

Click Extras and choose which components for which you like to generate barcodes - Products, Modifiers and/or Ingredients. Then, click Generate. This will generate valid barcodes for all products who do NOT yet have a barcode associated with them:

NOTE: This process cannot be undone unless you manually change each barcode, using the steps for Editing Barcodes in Management Console or .

Editing Barcodes in Management Console

If you have just a few barcodes that you need to edit, this can easily be done in the Management Console. To do so:

From your Management Console, navigate to Products and click on the icon next to the product you want to edit.

Find the Barcode field and clear out the existing barcode; then replace it with the new barcode.

Save when finished.

Refresh your Point of Sale stations in order for the changes to take affect.

Editing Barcodes/SKUs with Excel Import/Export

If you want to edit existing barcodes in bulk, you can easily do this using Revel's Import/Export functionality. To do so, follow the steps below:

From the Management Console, navigate to Products and choose the Import/Export option on the left. In the drop-down choose Products.

Change Export type to Advanced and under additional fields select Reset Barcode, Reset SKU or both, depending on which one do you want to change, and click on Export:

Once you export the .xlsx file, you will find additional columns at the end of the spreadsheet - Reset Barcode, Reset SKU, or both, depending on your Additional fields selection.

For each product that you want to change barcode, SKU or both, put the new value under the Reset Barcode and/or Reset SKU fields.

Save the file, import it back to your backend, and all the barcodes and/or SKU's should now be changed.

Overview

Revel's Billing Portal allows you to manage and pay your monthly subscription online. Use this page to manage credit cards on file, pay invoices, and view history of all billing history. If you have EMS enabled, it will display billing details across each establishment.

Contents

How to Access Revel's Billing Portal

How to View Transactions/Invoices

How to Pay Invoices

How to Add a Credit Card for Payments

How to Add a Banking Account for Payments

How to Access Revel's Billing Portal

To access Revel's Billing Portal:

Log in to your Management Console ([yoursubdomain].revelup.com).

Click Billing: [email protected]

You'll see options to view Transactions, Update Account Info and any Billing Messages.

How to View Transactions/Invoices

If you wish to view transactions or past invoices, you can easily do so from the Billing Portal. To do so:

Navigate to Transactions. Here you'll see all recent invoices, including some of the details, such as Invoice Date, Status, Total, Due Date, etc:

If you wish to download the invoice click on the PDF icon next to the invoice:

This will download the invoice to your computer so you can view the full invoice details.

How to Pay Invoices

If you need to pay an invoice, you can do this from the billing portal. To do so:

Navigate to Transactions.

Find the invoice(s) you'd like to pay and check the box under Pay. Then choose Pay Select Invoices:

You'll be prompted to confirm the invoice and total amount due, as well as the credit credit you would like to use to authorize payment. When ready, choose Authorize Payments:

You'll get a confirmation that the payment is being processed and the status of the invoice should update to "Paid".

How to Add a Credit Card for Payments

To add a credit card to the billing portal that can be reused for future transactions:

In the Billing Portal, navigate to Account info and choose Add Credit Card:

Click Add Credit Card and enter your credit card information:

Press Save to securely store the credit card in Revel's billing portal for future transactions.

How to Add a Banking Account for Payments

You can add a banking account to your account and automatically pay your invoices.

To add a banking account:

Download and fill out the ACH authorization form for your locale. Both forms are attached to this article.

If you are a customer in the United States, download and fill out this PDF form

If you are a customer outside the United States, download and fill out this Word form

Email the form that's right for you to . Be sure to include your Management Console subdomain ([yoursubdomain].revelup.com) and establishment number in the message. If you are a United States customer, you may either include your banking and routing information or attach a photo of a voided check to the email.

Overview

Delivery Management is Revel's comprehensive tool used for tracking deliveries, estimating delivery time, and viewing order details and driver histories. The system is capable of optimizing delivery routes by calculating the time it takes to prepare food and add it to the time it takes to deliver the order to the customer. The Delivery Console also includes a structured end-of-delivery procedure to maintain accurate delivery reports and the insight required to run a successful delivery business.

Contents

Configuring Delivery Management Settings

Delivery Optimization

Delivery Area

Roles and Permissions

Configuring Delivery Management Settings

To enable Delivery Management on the POS:

Log in to the Management Console.

Click the Settings tab icon to access the settings page.

Click theAdvanced Pos Settings checkbox.

Scroll down the page to the Advanced Pos Settings / Delivery section of the Settings page. You can also type "Delivery" in the settings search bar to display only relevant settings.

Delivery Optimization

Delivery Optimization recommends deliveries that the driver should include with their assigned orders. The system displays a green flag over all unassigned orders the driver should include when they check-out for delivery. These added orders increase the efficiency of the driver’s route and decrease the time it takes an establishment to deliver all orders. To configure Delivery Optimization:

Navigate to the Settings page of the Management Console.

Check Advanced Point of Sale Settings.

Scroll down the page to the Advanced Pos Settings / Delivery section of the Settings page. You can also type "Delivery optimization" in the settings search bar to display only relevant settings.

Select the Delivery Optimizationcheckbox to enable delivery optimization.

Enter the maximum time for deliveries to be scheduled from one address to another in the Max Time Between Addresses field.

Enter the maximum wait time allowed between deliveries in the Max Wait for Next Order Timefield.

Delivery Area

A delivery area can be defined by using one of the following options:

Delivery area by postal code - If enabled, type a comma-separated list of post codes below. The POS will check delivery addresses against the list of acceptable post codes. If the post code is not found, the system will warn the user that delivery cannot be made to this address. To configure a delivery area by postal code:

Check the box to the right of Delivery Area by Post Codes.

Enter the post codes. Use a comma between post codes. Do not enter a space after a comma.

Delivery area by geojson - A GeoJson string describing the delivery area. Can be generated using online tools such as http://geojson.io/. To configure a delivery area by GeoJson:

Check the box to the right of Delivery Area by Geojson.

On a Web browser go to http://geojson.io/ and enter the delivery area on the GeoJson map using the supplied tools.

Copy the script located to the right of the map.

Paste the script in the GeoJson field located in Delivery section

Note: Only polygon strings are supported. Revel does NOT support line strings. If more than one string are entered into Revel and/or line strings are drawn for the Delivery area, an error will occur when trying to enter in a customer's Delivery address.

Either:

Or:

To resolve this, remove all GeoJson data from Revel. Then generate a new delivery area using online tools such as http://geojson.io/. It MUST be a polygon or it will not work. Then enter the new polygon string into Revel and refresh the POS stations and Online Ordering menu (if applicable).

Roles and Permissions

The Delivery Management roles and permissions are automatically created when the Delivery options are configured. These help to control which employees get access to both the POS and the Management Console. Users can configure their own custom roles, but two roles are automatically created to perform all Delivery Management task:

Driver The Driver has permission to answer incoming calls, send messages, add extra items to an order, create and receive open orders. The driver also has till access and can use a virtual till. For more information see the "Shift Start" section.

Driver Manager The Driver Manager controls all aspects of the delivery process. They assign drivers to an order, adjust tips, check-in drivers, end a drivers shift, adjust mileage, and cash in/out for an employee.

The Driver Manager can also approve a delivery to an address outside the approved delivery area. For more information see the "Delivery Area" section.

Users can assign employee roles to access or deny access to both the POS and Management Console. To access and apply role permissions to roles, navigate to the Employees > Permissions > POS Role Permissions page.

Delivery Driver - This role has limited access to the features of the Delivery Management system on the POS.

Delivery Manager - Users with this token have full access to all functions of the Delivery Management system on the POS.

Delivery Postmates Driver - Only applies to the Postmates Driver role; enables Postmates driver assignments in the delivery console.

Delivery Settings - Users with this token have full access to adjust delivery settings in the POS delivery interface.

For configuring role permissions for the Management Console:

Navigate to the Employees > Permission > Management Console Role Permissions page.

Click on the "+ Add" to add a new permission set.

On the left side of the screen select the areas of the Management Console that delivery employees are allowed access to. This can include specific reports or settings.

Click Save when you have finished defining the set.

Navigate back to the main Employees page.

Select the employee you wish to apply the permission set to, by clicking on the icon for that employee.

On the details page, scroll down to the Administrative Permissions section, and click on the Manage Establishment Access link.

On the ensuing page, select the desired permission set from the Administrator Permissions drop down list.

Click Save when finished.

Location Tracking must be enabled. (This step is done in Wizard through a click only. If that fails, then the steps are shown. This is required to differentiate the sales between multiple locations.) Revel can only do this if the client are on a subscription of QBO Plus, any other subscription will not be able to activate this.

It is important if you do have QBO Plus, to please make sure you have this activated. If not, the integration will not map out properly.

Click the Setting icon. Then selectAccount and Settings.

Scroll down and clickAdvanced. Under categories, make sure theTrack Locationscheckbox is enabled. Then ClickSaveand thenDone.

Overview

Revel provides the ability to add variations to menu items without having to create a new item each time you want to modify a single item. For example, if you're selling a sandwich, you may want to give customers the option to customize sandwich toppings. These options are called Modifiers. Modifiers allow you to customize orders and provide options for your customers with just a click of a button on the Point of Sale.

Contents

Creating Modifiers

Modifier Options

Associate Modifiers to Products

Copying Modifiers to Multiple Products

Creating Modifiers

Log into your Management Console (yourdomain.revelup.com) and select Products.From the menu on the right-hand side of the page, click Modifiers:

Modifiers Advanced Features

First, create a new Modifier Class (group name) by clicking Add Modifier Class:*Please note, there are three default modifier classes: Size, Special, and Discount. You can customize these classes to fit your business or create your own classes with the below steps.

Under the class you just created, click + Add Modifier,(this is the actual choice or customization to your items). Then type in the name of your modifier:

The price field is an additional charge on top of the price of your item. Put in a cost to track the value of your modifiers:

To create additional modifiers, follow the steps above as many times as you need to create the modifiers for your products.

When you've created all your modifiers, click Save.

Note: Don't forget to refresh your POS stations for your modifiers to appear.

Modifier Options

Before you associate a modifier to a product, it's important to understand the options you have available to either create free modifiers (like salad dressings included with salads), or charged modifiers (like pizza toppings), where the customer will pay an additional amount per modifier. Let's take a look at these options!

Free Type: For some businesses, some modifiers (usually toppings) are sold at an additional price of, say, $0.50 or $1.00. However, oftentimes there are a certain number of toppings that clients that choose from that come free with the product (e.g. first three toppings are free, additional toppings are $0.50). In order to set these free quantities, the parameters for these free amounts have to be set during modifier association.

To set up free amount, first select the kind of Free Type you would like to apply to your modifiers. There are currently two types:

Quantity type: This is the maximum number of modifiers within that class that you would like your customers to be able to order.

Price type: This is the maximum dollar amount that you want discounted from the total of all modifiers chosen.

In the example above, the customer will be given the first three modifiers/toppings for free, and all other toppings will be charged at the price listed for that particular modifier. If the Type had been set to Price, then up to $3 worth of modifiers would be given for free.

Forcing a Minimum/Maximum Amount of Modifiers: In some cases, you might need the ability to restrict the amount of modifiers than can be ordered along with an item. In this case, you are able to set a minimum amount, a maximum amount, or both. Instances in where this would be used is:

Minimum: Customers have to choose at least a certain number of modifiers. Example: at least one flavor for a smoothie beverage.

Maximum: Customers can choose at most a certain number of modifiers. Example: at most six kinds of donuts for a half-dozen. Any more modifiers chosen past the sixth donut is not allowed.

Min & Max: Customers have to choose at least a certain number, but no more than a higher or equal number. Example: Choosing at least and at most one temperature for meat (e.g. medium).

Associating Modifiers with Products

Now that you have created your Modifiers and learned about the options you have for offering them free or for an additional charge, the next step is associating these Modifiers to individual Products.

From the Productstab, locate the product to associate a modifier with:

Click the Plus sign next to the Product Class until you get to an individual product:

On the right side of the item name, click the for Modifiers.

Under Select Desired Settings menu, find the modifier section. You should see a list of all the modifier classes you previously created. Check the box for the modifier class that you would like to link to this item:

On the right side of the page, find the modifier class that you would like to edit. To link the modifiers to this specific item, check the check box for Active:

Additional settings for your modifier are set within this screen:

Default: If you would like a modifier to accompany the product by default, click the DFLT box in line with that modifier.

Free: This signifies the number of free modifiers for this modifier class.

Free Type: This is the number of free modifiers for this modifier class.

Maximum Modifiers per Group: Customers can choose at most a certain number of modifiers. Example: at most six kinds of donuts for a half-dozen.

Minimum Modifiers per Group: Customers have to choose at least a certain number of modifiers. Example: at least one flavor for a smoothie beverage.

Jump to next group when maximum modifiers selected: After the maximum amount of modifiers have been selected, this feature will automatically add the item to your order screen.

Once you've linked all the Modifiers to Products that you'd like, click the Save button and refresh your POS stations.

Copying Modifiers to Multiple Products

You can save time by copying certain modifiers to multiple products - so if you have say, five different salads and the dressings are all the same, you don't have to assign them to each individual salad, you can just copy them from one product you're attaching to.

Navigate to the Product page, and select the product you want to associate your modifiers to by clicking the (you may have to expand down until you get to the individual product):

Click the button in the product line:

A pop-up will appear, showing the Modifier options available:

Check the box at the top of the page next to Select/Deselect All. Make sure your modifier settings are set to your satisfaction. You may edit any settings here if you wish:

Now check the boxes next to the products you want the modifiers applied to. Once you've selected your products, click Copy:

Now you've copied your Modifiers to multiple products! For additional Modifier Settings, see our article

The Add Extra Item functionality allows you to create an ad hoc item on the Point of Sale directly in the order. With Add Extra Item, you can name and price the item to be whatever is needed at the time.

You'll have the option to save the item so you can use it at another time or to not save it so it's just a one-time item.

Contents

Enabling the Add Extra Item Quick Action Button

Enabling Add Extra Item in the Management Console

Using Add Extra Item on the Point of Sale

Enabling the Add Extra Item Quick Action Button

The Add Extra Item feature is available to use on the POS as a quick action button. This means it will display as a button on the bottom of each order. You can edit your Point of Sale quick action buttons through the Management Console. To do this:

In the Management Console ([yoursubdomain].revelup.com) go to the Establishment tab and then click Stations.

Choose the POS station you want to edit from the available stations list:

Once in the station's details, click the Order Actions tab:

The icons under the Available section mean they will NOT show on the Point of Sale. The icons under the Displayed section mean they WILL show on the Point of Sale:

Find the Add Extra Item icon. Make sure it is under the Displayed section. To move it, click it and drag it. You can also drag it among the other icons to change the order in which they show on the bottom of the POS order screen:

Click Save when done.

Enabling Add Extra Item in the Management Console

Once you've verified that the Add Extra Item button will be present on the Point of Sale, you will need to enable the permission in the Management Console. To do this:

In the Management Console go to the Employees tab.

Click the Permissions page and then click POS Role Permissions:

Find the Add Extra Items permission in the table and enable it for all roles who should access to the feature on the POS:

Next, find theInventory - Manage Pricepermission and enable it for all roles who should have access to the feature. Please note: This permission must be enabled in order to assign a price to extra items on the Point of Sale:

Click Save in the top right corner.

Using Add Extra Item on the Point of Sale

Once the Add Extra Item permission is enabled per the above section, users with the permission can add items directly to an order. To do this:

On the Point of Sale, create a new order like normal.

From the Quick Action Icons (bottom left of order screen), tap the Add Extra Item button:

The Product Name and Price are required. All other details are optional:

If you'd like to save this item for future use, tap the Save to Server option:

Tap Create to add the item to the order.

If you enabled Save to Server, you can find this item for later use under the first Category/Subcategory available. You can change the category/subcategory in the Management Console:

Proceed with the rest of the order as usual.

With Revel's Online Ordering platform, it's possible to save credit card details for future use. You can also edit any saved credit card details.

Please note:This tutorial is for Mercury/ Vantiv hosted checkout.

To use the feature, create an account on the online ordering site and/or log in.

Add products to your cart and click Checkout.

On the payment screen, select Credit Card and check the Save for future paymentsbox:

ClickProceed.

You will be brought to the Vantiv Hosted Checkout page, enter your credit card information and click Submit.

You are then brought to the Order Confirmation page.* At this point, the card information is stored for future orders.

Create a new order while logged in as the same user, add products and click Checkout.

You will now see a drop-down menu with the stored card information:

You may click the Choose Card menu and select Enter New Cardto add another card, if desired:

You may click the Choose Card menu and select Enter New Cardto add another card, if desired:

**To update or remove credit cards:

Log in to the online ordering site.

Click the menu on the top-right (it is the user's First Name).

Select Payment Methods:

Here you can remove payments, or select a different card to be the default card.

To remove, click the X next to the payment.

A dialogue box appears, asking to confirm to remove the credit card. Click OK:

The payment method is now removed from the customer profile. You may need to refresh your web browser to see the change.

** Note that payment methods cannot be ADDED in the Payment Methods menu, only removed

** Payment methods can only be added from the Checkout page**

Before using your iSMP4 card swipe, make sure that your device is fully charge and Bluetooth is enabled on the iPad.

If the PIN pad is not already paired with your iPad, follow these steps:

Click the power button on the right of the PIN pad to turn it on:

Press the ‘F’ button 4 times.

Select Change Port.

Select Bluetooth, then Enter (Green button).

Press F1to save; the PIN pad will restart.

Next, Press the ‘F’ button four times to open Communication Settings:

If there’s nothing listed under Paired Devices(or the device listed is incorrect), select Change Settings.

If there's already a device paired that isn't the right device, select Unpair

If the device listed iscorrect, you’re ready to begin transacting!

The PIN pad will restart and display BT Pairing Required.

Select iOS.

Choose your iPad from the list of devices and press Enter (Green button).

The iPad will prompt for a connection code; enter the code that appears on the PIN pad and click Pair.

The PIN pad will restart and your iPad will show as connected.

Note:After successfully pairing the iSMP4 to the iPad it will displayThis Lane Closedon it's screen. This is expected and is not an error.

Once the PinPad has paired, it will load 2 configuration files:

EMVCONTACT2.xml

EMVCLESS2.xml

This will be indicated by "Downloading EMVCONTACT2.xml" and "Downloading EMVCLESS2.xml" messages on the PinPad screen.

Please wait for the download to complete. This should take a few seconds but please wait up to 1 minute as if you make a transaction before the download is complete, the transaction will fail.

Not Supported:

Mobile OS: iOS only

Connectivity: Wifi only

Barcode reader

ISMP4 Swipe Keypad Functions:

Overview

Revel's Waitlist and Reservations function will help you to better manage your guests and their parties by providing them with an estimated wait time as well as the ability to schedule reservations in advance. If you opt to use Twilio Integration, you can also send customers an SMS message with updates regarding their reservations.

Content

How to Add a Customer to a Waitlist

How to Add a Customer to Reservations

How to Add a Customer to a Waitlist

On your table layout screen on your Point of Sale, choose Waitlist option. If you do not see this function, you'll need to contact Revel Support for assistance to get it activated.

If you have any patrons on your waitlist, you'll see see them on the list. Choose the +New Party option to add new patrons to your waitlist.

To add a new party, input the Type, Party Size and Quoted Wait time on the left:

Twilio Integration

Under Party Details, input the customer's info. You can do this manually by filling out the fields, inputting at least theirName and Phone Number if you want them to receive SMS notifications with the Twilio Integration. If the customer is already in your CRM database, you can use the Search function to find them; just click on the magnifying glass icon next to the name field. You can then search by customer name and once you choose a customer, their stored information will automatically populate into the waitlist. Once you find the appropriate customer, choose the Link option to add them to the waitlist:

As your customers are added to yourWaitlistor Reservationsliston the Point of Sale, you can opt to send automated SMS messages that you preconfigure. However, this only works if you have a Twilio Account and have set that up within your Management Console Settings. For more info on this, please see our article on Twilio Integration.

When you are ready to seat a customer from the waitlist, return to the list and find the appropriate customer. Choose the Seat Party option on the right:

You'll see a list of all available tables. Choose the correct one for seating the customer and press Done.

How to Add a Customer to Reservations

Adding customers to reservations is a great feature if customers call ahead and want to schedule a table for a later date/time.

To use reservations:

On the Point of Sale, navigate to your table layout and choose Reservations at the top.If you do not see this function, you'll need to contact Revel Support for assistance in activating.

Today's date will automatically display with all reservation times. To change the date, use the arrows next to the date to move forward or backwards to find the appropriate date for the reservation. Click on the + on the right to reserve a table for the selected date/time.

Input the reservation info, including the total number of guests in the party. You can add the party name manually by filling out the available fields. Or you can search for the guest name if they are an existing customer in your CRM database; just click on the magnifying glass to search. After the customer's info is added, be sure to click Add to save:

Once the reservation is saved, you'll see the reservation for the specific date and time selected. Use the Pencil icon to Edit the reservation details, Assign to Table, Send a Message (using ) or Delete the reservation entirely:

While you have comprehensive reporting features within your Management Console, you can also find some of the most important reports from your Point of Sale station, as well as set up email reports sent to you. Let's take a look at your reporting options from the Point of Sale!

Contents

Using the Options Button

Sales Summary Report

Hourly Sales Report

Product Mix Report

Labor Report

Using the Reports Button

Employee Reports

Role Permission

Employee Report Settings

Viewing Employee Reports

Using the Options Button

Click the as outlined in step #4 above icon from the dashboard of your Point of Sale:

Enter your Security PIN to view reports, then choose OK:

A drop-down will appear for you to select the report you'd like to view.Each report will appear in the top section of the screen. The four reports available from the Point of Sale include:

Sales Summary Report

Hourly Sales Report

Product Mix Report

Labor Report

Sales Summary Report

The Sales Summary is broken down by:

Net Sales:Displays gross sales - discounts. For each section,

Payments:Displays total payments made with all payment methods.

Discounts:Displays all order and or item discounts applied.

Voided:Displays all voids made.

Directly below each section will be the percentage the net sales have increased (green) or decreased (decreased) from the week prior:

Hourly Sales Report

The Hourly Sales Report on the Point of Sale shows the most recent 24 hour period of total sales per hour. It also displays the total number of Transactions, Items Sold, Average Sale Amount and Total Sales Amount:

Product Mix Report

The Product Mix Report on the Point of Sales allows you to view a quick overview of your product sales so you can easily see which products are the most:

Labor Report

This report will display labor data, including your labor costs, net sales and labor percentage, as well as total sales per hour:

Using the Reports Button

With the Reports button on the Point of Sale, you can view more detailed information, as well as print and/or email copies of the reports. To access:

Click the Reports button from the Dashboard of the Point of Sale station:

Daily Cash Log and Daily Payment Summary can either be emailed or printed directly from this menu. If you click the envelope, you can enter in your email address to receive a copy; if you choose the printer button, a copy will print from your receipt printer:

The Payment Log can also be selected, which provides an itemized list of payments received, grouped by payment type:

This reportreport also has additional filter options, including the ability to select the date range, and whether you want to view payments for ALL employees or a selected individual. This report can also be printed or emailed:

The Sales Report provides a comprehensive, configurable report, which includes summarized sales, discounts, voids, refunds, payments and liabilities data:

This report can be generated for a specific date range by adjusting the Start and Enddates and times: If you want to filter the report by employees or station, click on Include and choose from the list(s) provided. Note, you can toggle between Employees or POS Stations using the tabs at the top: You can also manage additional options to include in the Sales Report. Flip the switch to the right to activate and to the left to deactivate:

Options include:

Open/Unpaid Orders: Orders and invoices which are currently OPEN. Including Open orders gives more accurate sales data, but may cause a mismatch between Net to Account For and Payments, as no payments may have been taken.

Product Data by Class, Category or Subcategory: Depending on the option select, your product data will be displayed by the product Classes, Categories or Subcategories.

Local Data: When printing the sales report, the information comes from data stored in the cloud. However, if the iPad is unable to send the orders to the cloud, then the sales summary report printed out will be inaccurate.Any unsynced orders will be displayed at the bottom right of the login screen with a message XX amount of orders have failed to send to server.(Please refer to Orders/Payments Are Still Not Sent to Server to troubleshoot getting orders to push to the cloud.)However, for immediate reporting if orders are still not synced, you can use the Local Data option to show the sales data that is stored locally on the iPad.

Hourly Sales: If activate, this will display each hour of sales data, including the total number of transactions per hour, average transaction amount, as well as percentage of sales.

Labor: If activated, the report will display additional labor data, including the amount of sales per hour, along with man hours, wages and percentage of labor.

Once you've made your report selections, click Generate at the top of the page. A preview of the report will display, then you can choose to have the report sent via email or printed:

Employee Reports

In order for employees to have access to reports, a few settings must first be activated on the Management Console.

Role Permission

Take a look at our Role Permission Guide for detailed information on how to manage POS permission for each employee role. For report access, be sure any Report permission is turned on for the roles you want to view reports.

Employee Report Settings

Another option to activate is whether you want your employees to be able to view individual transaction data from the Point of Sale. To activate this permission:

From your Management Console [yourdomainname.revelup.com], navigate to Settings. Clear Selections and search for Print transactions. Check the box on the left for the setting to display on the right.

Activate and Save.

Viewing Employee Reports

After the appropriate settings have been activated, refresh your Point of Sale station. Then, from the Dashboard, navigate to Reports:

The only report available to employees is the Sales Report; choose this option:

The top options are all the same as what managers/owners will see, as outlined in . However, employees can only see their own data; the filter option for showing all employees or multiple stations will not appear.

At the bottom of the additional options, you will see functionsto filter by transaction types, including Cash Transactions, Credit Transactionsand Other Transactions. Activate the options you'd like to include, then choose the print option at the top:

The report will print on the receipt printer associated with that Point of Sale station.

Product Setup is a feature that allows you to easily update and create new products directly on the Point of Sale.

NOTE: You'll need to be logged in as a Manager or Owner to use this feature.

Contents

Adding New Products

Adding New Category and Subcategories

Updating a Product Quantity

Adding New Products

To create a new product through the Point of Sale:

Log in to the Point of Sale as a Manager or Owner.

From the Dashboard, tap Product Setup:

Adding New Products

There are two options for adding a new product to your menu:

If you want to put your new product into an existing category and subcategory, navigate through your menu to the appropriate category and subcategory:

If you want to create a new category or subcategory, refer to Adding a New Category or Subcategory section below.

Next, tap the Add Product button and fill out the requiredProduct Details on the left, includingProduct Name and Price. Input out any other information that you want to track, such asClass, Cost, and Barcode, etc.PressSave:

Repeat this process for any other products you want to add.

Adding New Categories and Subcategories

If you want to create a brand new category or subcategory directly through the Point of Sale:

Log in to the Point of Sale as a Manager or Owner.

From the Dashboard, tap Product Setup.

Swipe through your existing categories until you find the Add Category button. Select this and enter the new category information, including the name (required), as well as description and even an image for the icon, if you'd like:

Save when finished.

Next, create a new subcategory for your category. Tap the Add SubCat.button, enter the Subcategory name, a description if you'd like, and then tap Save.

Add new products to your subcategory by following the process in .

Updating a Product Quantity

To update the details for an existing product:

Log in to the Point of Sale as a Manager.

From the Dashboard, chooseProduct Setup.

Locate the product you want to update. Edit any necessary details on the left, then scroll to the bottom for the Inventory section. If the inventory section does not appear, be sure to check the Track in Inventory option:

Here, you can update whether a product is in stock.

Tap In Stock to mark an item as in stock.

Tap Set Stock to enter an item's stock quantity. Enter the amount available and tap OK.

Tap Out of Stock to mark an item as out of stock.

You can also update quantities for Received, Actual and Wasted amounts, as well as the item's UpdatedCost.

Use Received if you have received a recent shipment.

Use Actual if your inventory quantities are incorrect based on actual inventory counts; this will override the existing inventory quantity.

Use Wasted if a product has been broken or expired to deduct from inventory numbers.

Use Update Cost if the cost has changed from your vendor.

Tap Save when finished.

Refresh the Point of Sale after making changes so your edits will save to other stations and in the Management Console.

If a set stock is inputted, each time the product is rung up, the number rung up will be subtracted from the available stock. A small number in the upper lefthand corner will indicate the remaining amount.

In addition to creating standard discounts with Revel, you can also create specific discounts like Volume-Based Discounts. Volume-Based discounts are based on the quantity of products purchased. Examples include Buy One, Get One (BOGO) Free; Buy Two, Get One Half Off; and Buy Five, Get Each 25\% Off.

Contents

Creating a BOGO DiscountBasic Setup

Creating a BOGO DiscountAdvanced Setup

Additional BOGO Options

Creating a BOGO DiscountBasic Setup

To create a BOGO discount:

On the Management Console ([yoursubdomain].revelup.com), go to the Products tab and click Discounts from the left side.

Click the grey + Add New Discount text. Fill out the Discount Name and leave the Function as Standard.

Your Type will be dependent on your BOGO Discount:

Choose Amount if you give a whole dollar amount off for purchasing a certain quantity of a product, such as $10 off with the purchase of 2 items.

Choose Percent if you give a percentage off for purchasing a certain quantity of a product, such as 10\% off with the purchase of 3 items.

Choose Reprice if you reprice specific items to the same dollar amount when purchasing a certain quantity of a product, such as buy 4 of a $25 item to receive each for $20.

Choose Alt Price if your BOGO items are repriced to various amounts. The alternative price must be set per each item in the Advanced Product Details.

Fill out the Amount of the BOGO discount depending on your chosen Type.

For the Qualification Type, select Item since this is a product-based discount. After Item is selected, another box will appear to the right. From here, choose Class, Group, Modifier Class, Modifier, or Product. Once selected, you can then choose which specific class, group, modifier class, modifier, or product the discount is based on. For example, if all your appetizers qualify for your BOGO offer, you would first create a product group that contains all appetizers and then choose the group for your discount.

Next, check the Auto Apply box if you want the BOGO discount to automatically apply if the criteria is met.

Once all standard details are in place, click Save.

In the example below, the discount is set for a Buy One, Get One at 50\% off all appetizers. In the Advanced Setup section, we'll look at some additional settings that need to be activated to finalize the discount:

Creating a BOGO DiscountAdvanced Setup

Once you have enabled the basic details for your BOGO discount, the next step is to enable the advanced details such as the number of products required to earn the discount. To do this:

On the Discounts page, click the next to the new discount to access the Discount Details.

UnderAdvanced Discount Rules, enter theNumber of Products Required to Earn Discount field, enter the number of products required to earn the discount. For example, if your BOGO is buy 1, get 1 free, enter 1in this field. Enter 2, if it is Buy 2, get one free, etc.:

If you activateApply to All Qualifying Products/ Class/ Group, the discount will apply to all members of the qualifying group in the order once the required volume has been met. When activated, theApply to All Products Required To Earn Discount and Discount Applies To fields disappear.

ActivateApply to All Products Required to Earn Discount if you want the discount to be applied to each item in the qualifying group. For example, if 3 cocktails are purchased, they will all be given 10\% off. This field will give 10\% off to EACH cocktail. If you check this box, the Apply to All Qualifying Products/ Class/ Group and Discount Applies To fields will disappear.

Lastly, in the Discount Applies To field, leave it set at Same as Qualifying Product/ Group/ Class if the discount applies to the same product, class, or group that was required to meet the discount. For instance, buy 2 entrees, receive a 3rd entree free. If the discount applies to a different class, group, modifier, modifier class, or product, click the drop-down and choose Class, Group, Modifier, Modifier Class or Product. Once selected, fill out the Target Class, Group, Modifier, Modifier Class, or Product:

Save changes when finished.

Additional BOGO Options

You can create BOGO discounts for a number of instances, depending on your business needs. For example, you might want to offer a Buy 2 Items, get a 20\% discount on the next item. To do that, set your discount amount to 20\% and set your Number of Products Required to Earn a Discount to 2 - since customers have to purchase 2 items in order to get a discount on the third. Or you could do a complete Buy 1, Get One FREE by making your discount amount 100\% and setting yourNumber of Products Required to Earn a Discount to 1.

Additionally, if you specify that the Discount Applies to a Product, Group or Class, more options appear for you to further customize your discount.

Target Group/Product/Class will let you choose a desired target group so only items from that group will be discounted after the minimum number of items are purchased in order to earn the discount.

Apply Multiple Times allows you to choose the target number of products that can be discounted based on the qualifying group.

Target Volumeallows you to enter the exact number of items to be discounts after other discount criteria has been met.

Revel Systems Version 2.40 features a wide range of enhancements to your Point of Sale, Management Console, and supporting systems, including the CDS and Kiosk. From providing additional opportunities to customize branding to greater reporting capabilities, 2.40 provides additional functionality, and an exciting new virtual assistant, to help your business grow.

Your Version 2.40 Resources

New Features in 2.40 Management Console

New Features in 2.40 iPad Point of Sale

New Features in 2.40 Customer Display Screen

2.40 Cheat Sheet

Full Release Notes

2.40 Walkthroughs & Help in the Management Console

New Features: Management Console

Your Revel Management Console will update automatically to the latest version. No action required!

Learning new features has never been simpler, with the all new Revel Assistant, you can access how-to guides and walkthrough tutorials, right in your Management Console.

New cash management functionality provides additional security and enhanced reporting. Find out how to navigate this new functionality in our article 2.40 Cash Management Functionality.

Keep tabs on your sales numbers, you can now receive your hourly sales report sent each day in your daily reports email. Learn how to enable this report and have it sent to your email in our article How To: Get Hourly Sales Report Emails.

Efficiently track your upcoming orders with Future Order Handling and streamline management of orders for pick up/delivery.

Enhanced Discounts functionality enables you to manage active discounts in bulk and price combo discounts as a new, unique item. Learn all about the enhanced functions in our article Discount Features in 2.40 Management Console.

Don’t have an item in stock? Customers now cannot place online orders for any item that is not in stock.

For businesses that rely on invoicing customers, you can now set invoice as your default form of payment. We have your step-by-step instructions in our article How To: Set Invoice as Default Order Type.

Enhancements to the Kitchen Display System enable you to further customize your settings in the Management Console.

For increased security, businesses can opt to auto-generate employee POS PINs.

New Features: Point of Sale

You'll need to download the 2.40 Revel Point of Sale app from the App Store coming early July! ( Click here for upgrade instructions once it's available.)

Do you want your employees to be able to check the weather? Or use a third party platform for employee scheduling? With the new Customizable Action Buttons on the POS, you can now access any URL directly from the POS app, while still maintaining system security; only the designated URLs can be accessed.

When splitting customer bills, attribute items and their modifiers to individuals for increased splitting accuracy.

Spend less time logging into the POS; if your business uses a card swipe for access, you can now skip hitting “log in” just swipe and go.

Use Self-Service Kiosks? You can now prompt customers to choose eat-in or to-go when placing an order.

New Features: Customer Display Screen

You'll need to download the 2.40 Revel CDS app from the App Store coming early July!

Captivate your customers while they check out, an enhanced Customer Display Screen allows you to further customize your CDS with video and additional branding capabilities.

Grow your customer database by giving your customers the ability to opt in for your loyalty program during a transaction and enable individuals to enter their contact information right on the CDS.

Full Release Notes

Can't get enough? Check out our full list of 2.40 features and enhancements:

Download 2.40 Release Notes

2.40 Walkthroughs & Help in the Management Console

We're committed to getting you the how-to help you need where you need it.

To view step-by-step set-up walkthroughs about new 2.40 features, just launch your Revel Assistant from the bottom-right of any Management Console page ([yoursubdomain].revelup.com):

Note:

While these routers are no longer sold, some customers may still have this equipment. This guide is meant for those older routers that need a Static WAN IP Address.

To begin setting a static WAN IP Address, make sure the client is connected to the router. This can either be by a wireless connection through the Access Point (assuming it is online and broadcasting) or through a direct ethernet connection to one of the TP-Link or DD-WRT Router’s yellow LAN ports.

Open a Web Browser and type the router’s IP address into the Address Bar:

192.168.22.1

Once the Router page comes up, click the Setup tab in the upper left hand side of the page:

When prompted for a User Name and Password enter:

Name: admin

Password: revelrocks

Near the top of the page under WAN Setup/Wan Connection Type:

Change the Connection Typeusing the drop-down from Automatic Configuration - DHCP to Static IP:

Enter the WAN IP Address, Subnet Mask, and Gateway information as provided by your ISP:

Scroll to the bottom of the page and click Save.

Wait a few moments for the screen to reload and then click Apply Settings:

While you'll find a complete list of changes in our 2.34 Release Notes, we took the liberty of preparing this before-and-after "cheat sheet" to prep you for some updates in the new version.

Your Revel Management Console will update automatically to the latest version. No action required!

You'll need to download the 2.34 Revel Point of Sale app from the App Store coming mid-February! ( Click here for upgrade instructions once it's available.)

Redesigned Purchase Orders

Our enhanced purchase orders in Version 2.34 let you know who submitted them, when they were sent, and by popular request now allow for attachments!

You'll notice some new UI on the Purchase Order List page:

All purchase order actions are now accessed via the blue ... icon under the Actions column, including the ability to receive, edit, duplicate, print, or email purchase orders, as shown below:

Revel has added a Finalized By column to the Purchase Order List, which indicates the user who finalized the purchase order.

Revel will now display the time a Purchase Order is finalized next to the date when viewing details on the Product Inventory Log. The time will be displayed in the local format (local to the POS) under the "Date/Time" column.

Users can now add attachments to purchase orders. The new Attachment section has been added where users can select files to upload to their purchase orders.

Revel will now display the purchase order's associated establishment name in the upper left corner of the header when viewing/editing an existing purchase order.

New Loyalty Purchase Flow

In Version 2.34, we added a Reward Prompt Method option to the Settings page's Gift, Rewards and Admin Card section.

These options enable you to select a predefined method of linking a customer's rewards card / rewards profile to their order. The options are:

By User Selection will not prompt the cashier and instead let them swipe rewards cards at their discretion

By Prompt after Payment will display a prompt to the cashier requesting a reward card swipe once payment has been taken

By Prompt on Tapping Pay will display the same prompt when the cashier taps pay

By Prompt on New Order will display the prompt when the order is created

As part of the enhancement, Revel has also added an Automatically Add Linked Customer to Order setting to the Loyalty section on the Settings page. If a loyalty or gift card is linked to a customer, Revel will add the customer to the order without prompting.

New Customer Display Screen Options

Another major change in 2.34: many more options for Customer Display Screen (CDS) customization!

Revel now allows users to add personalized branding and or promotional material on the CDS. Revel has added the following options to the Customer Display System section of the Settings page in the Management Console:

Screen Organization - select whether to use the entire screen for displaying the order or to use a split screen, where you may display promotional material on the left hand side of the screen. Split screen mode is designed for full-sized iPads (Split Screen or Full Screen)

Welcome Screen - Use Media Type - select the type of media you want to display when the CDS is in an idle state (Image or Animation Set)

Welcome Screen Image - upload the image that will display when the CDS is in an idle state

Welcome Screen Animation Set - create the idle animation set that will display when the CDS is in an idle state. Give the animation set a name, and input how many seconds should pass before moving to the next image. Then, click the edit icon to add images to the animation set

Split Screen - Use Media Type - select the type of media you want to display when the CDS is in the split screen mode (Image or Animation Set)

Split Screen Image - upload the image that will display on the left side of the CDS when it is in split screen mode

Split Screen Animation Set - create the idle animation set that will display on the left side of the CDS when it is in split screen mode. Give the animation set a name, and input how many seconds should pass before moving to the next image. Then, click the edit icon to add images to the animation set

Logo Image - upload the logo image that will display in the upper left of the CDS. The ideal size is 231x95

Select Color Palette - Select the Primary and Secondary colors that Revel will use throughout the CDS.

New CDS Settings

New CDS Settings