General Information
 Please take the time to make note of your merchant
identification number in the space provided
 For questions regarding your merchant account, please
call: (866) 739-8324
 For Aldelo software questions call:
 BankCard POS (877) 232-2370
 Sentry Safety Solutions (312) 523-2019
General Info
 If 1 of your client machines has a different time than
the server, the server will change the client time to
match
 This is important since all reports are time stamped
and dated
 Once the Aldelo software is registered, you have 10
days to activate it
 If you ever want to delete an option, simply check the
hide button and save
Discounts
 Go to: back office, setup, general settings,
discounts
 Discount ID (this is the ID the software assigns to the
account)
 This screen will allow you to:
 Name the discount
 Assign the amount of the discount
 Basis on which the discount will be used
 Expiration date
 Minimum ticket amount for discount to be applied
 Discount group definition
 Hide discount when you are not applying it anymore
Applying Discounts
 From the Order Entry screen
 Discounts
 Discount order: applies to any item that does not have
a discount applied
 Discount item: applies to selected item
 Cash discount: specify the amount manually
 You are allowed to have a cash and order discount on the
same check
 Click on the discount type you plan to use
 Done
Applying Credits
 From Order Entry screen click “Credit”
 Choose the search method for customer
 Phone, Account Code, or Customer Name
 Provide the information for the customer
 Choose the credit to apply to the order
 If credit is not entirely used, balance will be kept for
later use
 Click “Done”
Dine In Table Groups
 Go to: back office, setup, table setup, dine in table
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groups
Table Group #: specify name of table group
Add: add new table group if one hasn’t been specified
for this #
Edit: edit table group that’s been created
Delete: after tables have been assigned to another
group, target group can be deleted
Table Group Editor
 This screen allows you to edit a table group you have
already created
 Go to: back office, setup, table setup, dine in table
groups, edit
 Table group name: specifies the name of the group
 Group 1 name: specify the name of the 1st group that
tips will be shared with “Hostess”
Dine in Tables
 Allows you to create, edit, assign, and arrange tables in
each of the table groups defined
 Go to: back office, setup, table setup, dine in tables
Dine in Table Editor
 Enables you to create and edit specific properties of a
table
 Go to: back office, setup, table setup, dine in
tables, table
Job Titles & Employees
 Go to: back office, setup, employee setup, job titles
 This allows you to create and define employee job titles
and security levels
Menu Categories
 Go to: back office, setup, menu setup, menu
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categories
Used only for reporting purposes
Has nothing to do with the visual display of then menu
in the Order Entry screen
Each menu item is assigned to a specific menu
category which will be shown when you create a sales
report to find out how much of each menu category
has been sold
Sales By Category Report
Menu Groups
 Assign menu items to menu groups to make them
available on the operating screen
 Go to: back office, setup, menu setup, menu
groups
Menu Items
 Go to: back office, setup, menu setup, menu items
 Allows you to edit the menu items available in your
restaurant
 Once you have entered the menu item into the system,
use the menu item editor to explore more detailed
options
 Go to: back office, setup, menu items, (select any
menu group and any menu item)
Clocking In
 If you are an hourly employee, you may not be able to clock
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in until your scheduled time
This function can be disabled by checking the option
Schedule not enforced in the employee files under the
Payroll tab
You can also allow your employees to have a grace period
before their scheduled clock in time in the advanced
settings section by selecting the option called Time card
clock in grace minutes
Highlight it and click edit to change the value of the setting
If you don’t want to pay the employee for grace minutes, go to
advanced settings and select Time card clock rounding
Clocking In
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Click on “Time Card” button on main POS screen
Enter access code
Click on “Clock In” button
If employee has multiple jobs, they will be prompted
to clarify what job they will be working
 2 requirements to enable multiple jobs:
 Employee must have 2 separate employee files with the
exact same information except the job title and pay rate
 Go to: store settings, staff/CRM, and check the option
called Employee with Multi Job Selection
View Schedule
 Click on “Time Card” button on main POS screen
 Enter access code
 Click on “View Schedule” button
 Enter any date you wish to see
 Either print the report on receipt printer or click ok to
exit the screen
Earnings Report
 Click on “Time Card” button on main POS screen
 Enter access code
 Click “Earning Report” button to bring up
information from current pay period
 Either print the report on the receipt printer or click
“ok” to exit the screen
Staff Bank
 Staff bank is used when the employee will be taking
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care of their own money and a cash drawer will not be
assigned to them
Personal cash drawer w/o a physical cash drawer
Money pouches are used
Employee cannot be a cashier
Only 1 can be used at a time
Staff Bank Continued
 Go to: store settings, revenue, cashier
 Enable staff banking needs to be checked
 Go to: back office, setup, employee setup,
employee files, (select any employee), payroll
 Enable use staff bank for every employee that will be
using it
 Start staff button will now appear on the time card
screen
 Once employee is in the time card screen, click on
start staff bank and enter the start amount
Staff Bank Continued
 Start amount can be provided by either the restaurant
or the employee
 You may also have the staff bank start automatically
with the Auto Start Staff Bank When Clock In feature
 This will always start the staff bank with $0.00
Cashier In
 Before taking payments from customers, you need to
tell the system you have a cash tray available to receive
money
 Features like gift certificate, pay out, refund, and
settlement are exclusive to cash drawers
Creating A Cash Drawer
 Go to: Back office, setup, general settings, cash
trays
 Enter the name of the cash tray
 Name is only used for reference and does not show up
when cashing in or out
 Click save
Clock In, Then Cashier In
 On main POS screen press “Cashier In” button
 Enter access code
 Click on the cash tray you wish to assign yourself
 Enter your currency
 Click finish
 Click yes or no
 You will now have full functionality
Closing The Cash Drawer
 Click “Cashier Out”
 Select cash tray that you are signing out
 Adjust Gratuity screen (optional)
 Gratuities from all orders can be adjusted by highlighting
each order
 After the tip amount is entered, you will be able to process the
tip and continue on to the next order or on to the Money
Count screen
 Verify all checks and charges and check them off along with
the cash in the drawer and any manager cash out receipts
 Click “Finish”
 Note any discrepancy
 Accept
Clocking Out
 Click on time card button on main POS screen
 Enter access code
 Click on “clock out” button
Cashier Settle Operations
 To settle an order using the “Settle” button in the
main POS screen:
 Click settle
 Access code
 Choose the order you wish to settle and select payment
option
Issuing Gift Cards
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On main POS screen click “Gift Certificate” button
Access code
Swipe gift card through MSR reader while in MSR Card field
Enter acct num of card or certificate
Enter expiration date
Enter issued to and presented by field
Enter amount card will be worth
Select payment type
Enter amount received
Click finish
Recharging Gift Cards
 On main POS screen click “Gift Certificate” button
 Access code
 Recharge
 Select search option
 Select yes or no
 Swipe or enter the information of the gift card or
certificate
 Process card as if it is a new transaction to add amount
charged to the existing gift card or certificate
Refunds
 From main POS screen touch “Refund”
 Access code
 Enter the order number that refund applies to
 Enter refund amount, reason, and method
 Finish
Void
 On main POS screen press “Void”
 Access code
 Select the order that needs to be voided or enter order
number in “Quick Search” field
 Enter void reason
 If you use the same reason over and over create quick void
reasons in back office, store settings, order entry
 Choose yes/no
 Choose waste or no waste
 Waste will deplete inventory due to item being thrown away
 No waste will not deplete inventory if item was not made
Recall Orders
 From main POS screen press “Recall”
 Access code
 Select the order type
 Click the order you wish to recall
 Select the option you desire
Splitting an Order
 On the order entry screen select: Split Checks
 Enter number of additional checks
 Select the check you would like to work with in the top
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right corner of the screen
Click the items you wish to add to this check
Click on the “Guest” button and enter the number of guest
for this check
Repeat until all assigned items are split off of the main
check
Finish
Print checks
Combine Orders
 From Order Entry screen press: Combine
 Select the order you wish to combine with the original
order
 Accept
 Done
Adding Customer Name
 From Order Entry Screen:
 Customer Name
 Enter the name and any necessary information
 Finish
Changing the Number of Guest on the
Check
 From Order Entry screen:
 Guest
 Enter number of guest
 Enter
 Done
Changing Table Number
 From Order Entry screen
 Table
 Select the table you wish to move the check to
 Done
Recall Another Check on the Same Table
 From Order Entry screen:
 Checks
 You can also create a new check for this table as well as
print 1 or all of the checks
 Highlight the check you want to change
 Edit
 You have the option of looking at the checks
 Done
Managers & Owners
Modifier Builder Template Setup
 Go to: back office, setup, menu setup, modifier
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builder template setup
Use this screen to create templates of modifiers to
assign to menu items
No limit to the number of modifiers templates that can
be created with each custom category
Go to: back office, setup, modifier builder
template setup, template name
Edit the number of modifiers i.e. sides that are
allowed to be made before the user is not allowed to
select any more modifiers
Modifier Builder Editor
 This screen allows you to edit the modifier you
selected on the template while editing the template
 Go to: back office, setup, menu setup, modifier
builder template setup, template, modifier
 You can also edit and arrange your menu groups
 Go to: back office, setup, menu setup, menu
groups, (select any menu group)
Manual Modifiers
 From Modifiers screen:
 Manual Entry
 Highlight the menu item you want to make a modifier
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for
Type the name of the modifier in the modifier name
field
Fill in additional cost of the modifier
Click add
finish
Forced Modifiers
 In order to use the Forced Modifier system, they need to be setup in
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the Back Office:
Setup
Menu Setup
Forced Modifiers
After modifiers are setup return to the Order Entry screen
 Select menu item
 Select modifier from 1st level popup
 This will continue until there are no more levels or when the 7th level
has been reached
 You may also disable the finish button from the back office:
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Store settings
Products
Modifiers
Disable Finish
Modifier Builder Template
 Provides maximum flexibility
 Template can be assigned to more than 1 menu item
 From Back Office:
 Setup
 Menu setup
 Modifier Builder Templates
Modifier Builder Template
Continued
 Click menu item that has a modifier builder template
assigned to it
 Click the group you want to work with for this menu
item
 Select the modifier type you want to work with
(tan/light orange buttons above modifiers)
 Select the modifier you want to add to this menu item
Menu Recipe Editor
 This allows you to configure your menu item recipe so
that your estimated inventory usage can be reviewed
according to sales activities
 Go to: back office, setup, inventory setup, menu
recipe editor
Manager Cash Out
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Payout
Access code
Manager cash out
Enter the amount removed
This will print out 2 receipts & will have space for the
manager’s signature
 Place 1 receipt with money removed and 1 with the
cash drawer
 Be sure to include the cash out receipt as part of the
drawer amount at the end of the night
Editing Time Cards
 When employees make mistakes on their time cards,
the time card may need to be adjusted to reflect the
correct time. This is done by editing the time card in
the Edit Unpaid Time Cards screen
 These steps assume an employee has clocked in and
out at least once
Editing Time Cards
 Click on “Time Cards” in the Main POS screen. This will bring up the Employee Time
Card screen with your name at the top. If you are a manager, you will have the rights to
click on “Edit Time Cards”.
 Click “Edit Time Cards”. This will bring up the “Edit Unpaid Time Cards” screen.
 Highlight the employee name that has a time card that needs to be changed.
 Below the employee name list, highlight the date you wish to edit. This will bring up this
time card so that is may be edited.
 Click inside the “Clock In Time” field to turn it green when the field is green, the field is
active and can be edited.
 Use the Hour, Minutes, and Date buttons to change the time in the field.
 Click and edit each field you need to change.
 Click “Save”. This will prompt confirming the changes.
Reverting or Re-Opening an Order
 If an order has been closed and needs to be re-opened,
you can revert the order and change its status back to
open
 This will allow you to make changes to the order
 This is a manager only function and should be
protected from normal employees.
Reverting or Re-Opening an Order
 Click on “Recall” in the Main POS screen & enter your
access code
 Click “Open Order”. This will change the button to “All
Order” which will show orders that have been settled. By
default closed orders are not shown
 Click the order you wish to revert to bring up the “Recalled
Order” screen
 Click the “Re-Open Check” button. This will prompt for a
manager’s access code
 a. The security for this is called “Access Daily Closing
Report” and it located in Back Office > Security Settings
Reverting or Re-Opening an Order
 Enter a manager access code, This will prompt you to
confirm that you would like to re-open the check
 Click “Yes” to confirm the check was re-opened.
 You will now see that the check is able to be edited and
has a “Partial Payment” status set
 The Partial Payment status is because the payment is still
applied to the order but it is no longer closed
 You are now able to treat this order like a normal order. If you need to
change the amount paid, you will first need to remove the current
payment from the order. Do this by clicking on the Red button next to
the payment.
Reverting or Re-Opening a Cash Drawer
 If you have closed a cash drawer and need to make
adjustments to it, you can revert the cash drawer back
to an open status
 You will only be able to revert cash drawers that are
less than 2 days old
 If it is 3 days old, you will not be able to revert it for any
reason
Reverting or Re-Opening a Cash Drawer
 Click on “Operations” in the Main POS screen
 Enter your access code. This will bring up the Operations Center screen.
 Click on “Revenue Center”. This will bring up the Revenue Center screen.
 Click on the “Re-Open Cashier” button. This will prompt to confirm the revert operation.
 Click “Yes”. This will bring up a screen allowing you to select the bank you wish to re-open.
 Click on the bank you wish to re-open. This will prompt to confirm the operation.
 Make sure you have the correct bank by referring to the “Liability #” on the buttons. Cross
reference this by using the Bank Liability option in Revenue Center.
 Click “Yes” to confirm the operation
Inventory Groups
 Allows you to maintain a list of the inventory groups
for grouping inventory into logical sections
 Allows you to assign inventory items to the inventory
groups so that you can review your inventory items in a
more organized manner instead of seeing all inventory
items listed randomly
 Go to: back office, inventory setup, inventory
groups
Inventory Locations
 Enables you to maintain a list of your inventory
locations for grouping your inventory into logical areas
 Go to: back office, setup, inventory setup,
inventory locations
Inventory Vendor
 Purpose of this screen is to allow you to keep a list of
your inventory vendors
 Vendors can be linked to the inventory item
 Shows who the preferred vendor for that particular
item is
Inventory Items
 Go to: back office, setup, inventory setup,
inventory items
 This screen allows you to maintain a list of the
inventory items that the restaurant buys or uses
 Items defined in this dialog window will be used in the
menu recipe definition
Inventory
 Purchase Order #: the number assigned to this
purchase order. If it is a new purchase order, it will say
new until the purchase order has been saved
 Account #: the account number for this supplier. This
will show in the list when you are reviewing your
purchase orders
 Vendor Name: field allows you to enter the name of
the vendor that these item(s) are coming from
 Purchase Order Date: This field allows you to enter
the date that the items were ordered.
Inventory
 Inventory Item Name: allows you to enter the name
of the inventory item. This field will attempt to guess
what item you are trying to enter while you type
 Quantity Ordered: allows you to enter the quantity
that was ordered
 Price Per Quantity: allows you to enter the price per
quantity of the ordered items.
Review A Purchase Order
 After you’ve created a purchase order:
 Click “Review Purchase Order”. This will bring up the
Purchase Order Selection screen
 Select the purchase order that you want to review by
clicking on the name of the purchase order and clicking
“Review”
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If you want to delete the purchase order than select the name
of the purchase order that you want to delete and click
“Delete”
 Once in the purchase order screen, you can edit this like
you normally would
Receive Inventory Items
 This feature allows you to receive inventory items that
you will get from your vendors
 Will record your inventory items that you're receiving
from your vendor
 Will calculate your inventory items’ quantity on hand
along with the cost per quantity
Receive Inventory Items
 Click on the “Receive Items” button
 Select the date range with the “Earliest PO Date” and
“Received Date” fields
 Select the purchase order that you want to receive in the drop
down list at the top of the screen
 Review the items for this purchase order. If all information is
correct, you can click “Finish”
 If the information for any item is incorrect or still needs to be filled
in, click “Edit” after you highlight the item
 If you need to add an item that is not on this list for this purchase
order, click “Add”
 If you need to remove an item from this purchase order, highlight
the item and click “Remove”
 Once the list is complete and correct, click “Finish”
Physical Inventory Count
 Used to record actual inventory on hand
 Once inventory is already entered in the system:
 Click on “Physical Inventory Count”
 Highlight the inventory item that you will enter a new
quantity for
 Enter the new quantity that is on hand in the “New Qty”
field.
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This is the total qty you have on hand, not how much you are
adding
 Click the “Record” button once you are done entering
the numbers in
Physical Inventory Count
 If you have already scanned all of your inventory items
on a scanning device, export that info into a text file on
your computer
 You can then click the “Inv. Download” button and
choose that text file with all the scanned inventory
items
 Click the “Download” button to import the file to the
software and show the actual physical inventory
Setting Inventory Depletion
 Once the menu recipe is complete:
 Back office
 Products
 Inventory
 Check box next to inventory depletion
Backing Up The Database
 Backing up the database allows you to make backup copies of your
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database in the case that your real database becomes corrupted or
unusable
You can only backup the database at the computer that has the
database locally stored on the computer
To back up the database go to the Back Office and click on the
Backup Database button
Select the folder where the database will be stored
We have provided a backup folder for your use in the Aldelo for
Restaurants folder during setup
After you have selected the folder for the backup, click the Backup
button
After the backup is complete then you will get a confirmation
window confirming that the back up has been completed. The
database, the adResSettings.dat and the asResHostess.dat file
will be backed up. Keep these files safe and always keep a second
location for the backup just in case your primary backup is damaged.
Backing Up The Database
 You can also use the Windows built in backup software
to schedule automated backup times so that you can
snapshot your database at certain time intervals, or
simply automate the once a day back up all together.
 This can also be done through Aldelo for Restaurants
in Station Settings > General. The only thing to keep
in mind is the other stations must not be running
Aldelo for Restaurants when a backup is performed.
Exporting Data
 Allows you to export data to transfer to another blank database
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or into an existing database
To export the data, select the data you would like to export and
click “Export”
If you want to export the entire database, select “Export
Entire Database”
This will create a text file containing all the data you have
chosen to export
This data is in a proprietary format and cannot be edited. The
exported file will be saved in the Export folder contained in the
C:\Documents and Settings\All Users\Application
Data\Aldelo Systems\Aldelo Data\Aldelo For
Restaurants\Export directory
Importing Data
 This feature allows you to import data that was
exported from another Aldelo for Restaurants database
 If you try and import into a database that has existing
data, it will hide the information that could not be
imported in
 Simply create a new item and pick the menu items that
have been hidden to bring them back
 Click “Import”
 Locate the export file and click “Open”
Importing New Resource Database
 This allows you to import a new language database
created in the Aldelo Localization Utility
 The name of the language database should be
adRes.imp
 This file contains all the strings for the software
allowing you to change them and customize your
software
 Refer to the Aldelo Localization manual for more
information on how to create new language databases
Exporting Reports
 Aldelo for Restaurants allows you to export all of the
built-in reports
 Once you are inside the report, Click the “Export”
button
 You will then get a confirmation window confirming
that the report has been saved to an .xls file in the
programs directory under the Export folder
 You can use Microsoft Excel to view the exported file
Running A Closing Report
 Gives you a report of all sales and other important
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closing information for the report day
Go to: Operations, Revenue Center, Closing Report
Choose whether or not to print Access Denied Logs
Print after you are done reviewing the report
You can run this as often as needed throughout the day
to figure out sales totals for the day
Bar Operations With Aldelo Liquor Controller Server
Setup
 After installing and activating the software, connect the liquor
dispensing system to the computer using a serial cable
 Communications between Aldelo for Restaurants and the Aldelo
LCS is accomplished through TCP/IP
 Go to:
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Aldelo For Restaurants
Back Office
Setup
General Settings
Station Settings
Other Options
Extra Settings
Scroll down to “LCS IP Address”
Double click and enter the IP address of the computer where the
Aldelo LCS software and liquor dispensing system is installed
Setup Continued
 You must configure the communication settings when
you launch Aldelo LCS for the first time
 Please adjust settings to:
 COM Type: Berg Generic
 COM Port: 1
 Baud Rate: 9600
 Word Length: 8
 Parity: None
 Stop Bits: 1
 Save changes and close
Setup Continued
 Once you have selected and saved your settings, you
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will be prompted to enter the path to the Aldelo For
Restaurants database
Point the software to your live database
If you are not sure where the database is located, you
can find the location in the “Back Office” of Aldelo
For Restaurants
Location is labeled “Data Source”
After the database is selected, the software starts and
the main interface appears
Menu Recipes
 This is where all menu items in the Aldelo For
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Restaurants database are displayed
1st level in the tree are “Menu Groups”
Menu items marked as “Bar Drink Items” appear below
their assigned group
Items that have no recipe defined appear in red
After defining a recipe, the color changes to black
This feature helps track menu items that are still
undefined
Menu Recipes Continued
 To add a recipe to a particular menu item, highlight
the menu item or modifier in the list
 Look at the drink items affiliated with the drink
appear in the display screen
 You may add more to the recipe or close out of the
screen
Liquor Setup
 Before adding items to menu recipes, you must define
the liquor items by assigning each portion size a “Price
Look-up (PLU) number”
 These liquor quantity combinations must be setup
under the “Liquor Setup” tab before configuring the
Aldelo LCS
Liquor Families
 Each Liquor must be categorized into its respective
family
 You may add as many as you like by simply clicking
“Add”
Liquor Item
 Specify the liquor brand name with its associated
family
Liquor Quantities
 This is where you enter the portion size in ounces
along with the PLU number for each portion size
 Make sure to check the box next to “Post Check” to
ensure inventory accuracy
Dispense Tracking
 When an item is ordered in Aldelo For Restaurants, it
appears in the “Dispense Tracking” section where it
remains until the allocated portion size and brand are
poured
Client Connections
 IP address should appear in both sections
 This enables you to ensure the LCS and restaurant
software are communicating properly