Tevalis Back Office User Guide

How to do everything on Tevalis

How to Access Back of House


1) On any POS terminal log in using your code, card, finger print or iButton.
2) When in sales mode press System top right.
a. You will only see the system button if you have the correct access levels.
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Products

How to Create Products


1) In back of house > Product Admin > Edit Product. OR press Edit Products (bottom left)
2) Press Add at the top.
3) Add Name (in product Name) and Select Product Group this product will report
4) Assign the product a measure by pressing the dropdown toolbar underneath the word measure (a product must have a measure in order to be sold, a product can have multiple measures e.g. spirits 25ml/700ml and 50ml/700ml).
5) The Tax Group will default to standard. Amend from the dropdown toolbar.
6) Input a gross selling price by pressing the Price field and pressing the keyboard just above the PLU, to the left of Measure Options.
7) Attach Options (modifiers) by selecting the dropdown toolbar under Measure Options.
a. If you tick the box under Opt, modifier selection will be optional (not required)
b. "Use the Same Options For All Measures" is selected (green), bulk assign Option group to all the same measures
8) Press Save, top right.

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11) If not using Tevalis stock, a Cost Price for a product can be entered in the Cost Price (NET) field for reporting. If using Tevalis stock the cost price for this product will pull down every morning from the stock module. This will wipe anything entered here on the POS.
a. Enter the Cost Price for the whole item e.g. the price of the bottle of spirit.
b. This will automatically populate the GP% field.
12) Filter between different Price Groups by selecting Price Group dropdown. This allows the user to add measures and selling prices to each Price Group. (e.g.
happy hour, eat in, take away etc).
13) The numbers at the bottom from 1-16 represent Dispense Printers. If it is selected (green), the selected product will print to that designated printer.
a. Product will follow the print setting of other products in the group unless specified above
16) Kitchen Text Field will print out that text instead of the product name (short name for printing)


How to Copy Products


1) Use the navigation panel on the left search for an existing product
2) Select Copy top right.
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How to Delete Products


1) Select the product you wish to delete from the navigation panel on the left.
2) Select it and press Delete at the top.
3) The system will ask you if you are sure you want to do this.
a. Selecting Yes will delete the product.

How to edit an existing Product


1) Select the product you wish to edit from the navigation panel on the left.
2) The details will appear on the right which you can edit.
3) When you are finished editing press Done top right.
a. Note – if you change the measure of a product you must update the button in EPOS Designer and point it to the new measure.

Modifiers (Options)

How to add Option Group (Modifier Group)


1) Back of house > Product Admin > Edit Product Options > Add (at the top)
2) Give the new option group a name in Group Name.
3) Input the Min and Max Option Count (0 means unlimited)

4) Add Products to the group by clicking "Add" and delete products from the group by clicking "Delete"
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5) You can also add Text Only Options to the group. This is for when items do not need to deplete stock e.g. cooking preferences (rare, medium rare etc).
6) To do this press Add Text Only Option at the top which will prompt a keyboard so you can type what you would like to add.
a. It will add to the bottom of the Option Group and look like the below.
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7) Edit the Name and the Price by selecting the price field of the option product or text only option (where it says -1 or 0) or the name field then press the relevant keyboard at the top.
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8) To charge normal price of the product, put -1 under price. Put in custom price if it's different

9) Press save (top right)

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10) If Auto-Fire Options is selected (green), when any product that the selected option group is assigned to is sold, all options within the group will automatically apply.
11) If Revenue-Split Options is selected (green), the revenue of the products within the option group is split (either by percentage or amount, depending on what you enter in the price field). The master product the option is attached to needs to have the overall price amount attached to its measure.
12) If Fire Option as Product is selected (green), the option fires separately to the master product and therefore can print at different dispense printers from the master product.
a. Below left is how it looks with Fire Option as Product off.
b. Below right is how it looks with Fire Option as Product on
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13) Main Product to Follow Option KDS is selected (green), the option dictates which KDS / KMS the product displays.
14) If Print On Receipt is selected (green), the options will print on the customer receipt.
15) When the option is used with a promotion if Promotion Surcharge is selected (green), the price of the option will add on additionally to the promotion value.
a. e.g. if there is a promotion on spirits which have the mixer option group attached, if Promotion Surcharge is not on, the system will include the price of the mixer in the promotion value.
b. If Promotion Surcharge is on, the system will charge the price of the mixer on top of the promotion value.
16) If Prompt for Quantity is selected (green), when multiples of the master product are selected the system will prompt a keypad asking for the quantity of options.
17) Optional Option Id is used if you have multiple optional option groups.
18) Once your option group has been created you are now able to attach this option to relevant products


How to delete an Option Group


1) Using the navigation panel on the left, find and select the option group you wish to delete.
2) Press Delete top middle.
3) The system will ask you if you are sure you want to do this.
a. Selecting Yes will delete the option group and everything that sits within it.

How to edit an existing Option Group


1) Select the option group you wish to edit from the navigation panel on the left.
2) The details will appear on the right which you can edit.
3) When you are finished editing press Done, top right

Discounts
How to add a Configurable Discount


1) back of house > Product Admin > Edit Discounts. > Press Add at the top.
2) Give the discount a name by using the keyboard next to the Name box.
3) Select the reason (this is how the discount will track in the reporting module)
4) Input the discount amount (in this example it’s 50%).
5) If your discount is a percentage, select the box Discount by Percentage on the right otherwise the system will discount a monetary amount (in this example £50).
6) Runs from and to dates (if your discount is to run forever put both the start and end dates in the past).
7) Press Save, top right.

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8) You can input a Max Cover amount if you want the discount to only work on tables with a maximum of a specific cover count e.g. 4 covers.
a. If you leave this at 0, it will allow the discount to work on tables with any cover
amount.
9) If you require managers to authorise using this discount press Requires Manager Override.
10) If you press Apply To Options, when used this discount will only apply to the options on the bill.
10) If Must Select Item(s) From Order Window is selected (green), the system will prompt to select which items they wish to discount on the registration window before selecting the configurable discount.
11) You can set a schedule for the discount by pressing Change Schedule.
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12) Press the Products tab at the top.
a. Here you can select the products that are applicable with this discount.
b. If you click food it will select all food products.
c. You can also expand all the way down to the measure of a product (e.g. selecting only small glasses of wine).

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13) Press the Price Groups tab at the top to exclude certain Price Groups from the discount.

How to delete a Configurable Discount


1) Select the configurable discount you wish to delete from the navigation panel on the left.
2) Press Delete.
3) The system will ask you if you are sure you want to do this.
a. Selecting Yes will delete the configurable discount.


How to edit an existing Configurable Discount


1) Select the configurable discount from the navigation panel on the left.
2) The details will appear on the right which you can edit.
3) When you are finished editing press Done, top right.


Price Groups

Price groups are a tool for selling products at multiple prices without having duplicated products.


How to add a Price Group


1) back of house > Product Admin > Edit Price Groups. > Press Add at the top.
2) Give the price group a name by pressing the keyboard
3) Select the Default Tax Group from the dropdown toolbar.
a. When creating products in this price group they will default to this tax group
4) Press Save, top right.
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5) If Service Charge Exempt is selected (green), the price group will not apply service charge to products within it.
6) The Text Prefix box can be added using the keyboard next to it, anything written here will print at the dispense printers and on the customer receipt before a product name when in the relevant price group e.g. happy hour – text prefix H/H.
7) Kitchen Printers at the bottom select a product to print to a specific dispense printer based on the price group. If selected (green), the selected product will print
to that designated printer.
a. Note – The dispense printer set up needs to be done at a product level first before selecting the printers by price group.


How to delete a Price Group


1) Select the price group you wish to delete from the navigation panel on the left.
2) Press Delete.
3) The system will ask you if you are sure you want to do this.
a. Selecting Yes will delete the price group.


How to edit an existing Price Group


1) Select the price group you wish to edit from the navigation panel on the left.
2) The details will appear on the right which you can edit.
3) When you are finished editing press Done, top right.


How to use the Price Group Scheduler


The Price Group Scheduler is used in conjunction with price groups to trigger the POS to switch between price groups on specific days / times
1) back of house > Product Admin > Advanced then Price Scheduler. > Press Add at the top.
2) Give the price group schedule a name
3) Select the start and end date that you want this schedule to run from / to.
a. If you want it to run forever put the end date far in the future.
4) Select the price group you wish to switch to during the schedule using the Price Group dropdown toolbar.
5) Select the start and end time for the schedule using the Clock Symbols.
6) Select the Days of the Week you want to include in the schedule.
a. When you select a day, it will turn green.
7) Press Save, top right.

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Printer Groups
How to add a Printing Group


1) back of house > Product Admin > Advanced > Printing Groups. > Press Add at the top.
2) Give the printing group a name
3) Give the printing group a Print Order by using the keyboard.
a. The Print Order determines the order the print groups prints out. The lower the number the higher up the print group will display on the dispense print out e.g. starters – 1, mains – 2, desserts – 3.
4) Put the same number as the print order into the Course field.
5) Press Save, top right
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6) Attach your Print Groups to your Product Groups, this link is how the POS knows which order to print products
7) Press Done, top right > Press Product Admin > Product Groups.
8) Select the relevant product group and using the Print Group dropdown toolbar assign the relevant print group.
8) Done, top right.
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Table Rules
How to add a Set Sales Area Table Rule


1) back of house > System Options > Edit Table Rules > Press Add at the top.
2) Give the table rule a name
3) Select the rule Set Sales Area by using the dropdown toolbar next to Rule.
4) In the Parameters box type in the sales area name
a. This must match the existing sales area name exactly.
5) To attribute the tables to the rule using the Table Filter you can either use Table Range, specifying which tables From and To the rule applies to or you can select by Table Area.
a. Table areas are pulled through from the floorplan
b. If you choose to use table range, you may have to create more than one rule if the table numbers do not run sequentially.
6) Press Save, top right.
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How to add a Set Service Charge Percentage Table Rule


1) Press Add at the top
2) Give the table rule a name
3) Select the rule Set Service Charge Percent by using the dropdown toolbar next to Rule.
4) In the Parameters box type in the service charge percentage e.g. 15
5) To attribute the tables to the rule using the Table Filter you can either use Table Range, specifying which tables From and To the rule applies to or you can select by Table Area.
a. Table areas are pulled through from the floorplan
b. If you choose to use table range it is worth keeping in mind you may have to create more than one rule if the table numbers do not run sequentially.
6) Press Save, top right.
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Making Changes in Bulk
How to use the Multi-Programming tool


1) back of house > Product Admin, then Advanced > Multi-Programming.
2) Using the navigation panel on the left expand the product types and product groups and select which products you wish to apply changes to.
a. If it is a whole type or group, select the box next to the type/group name and select all products within that type / group.
3) Use the Details panel on the right to choose what you want to change.
a. In the example image below the product group Desserts is highlighted and dispense printer 4 is selected (green). Once saved all Desserts will print at dispense printer 4.
4) Press Save, top right.
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5) To change the product group of selected products, use the dropdown next to Product Group.
6) To change the tax group of selected products, use the dropdown toolbar next to Tax Group.
7) To change the commission % of selected products, use the keyboard next to Commission % box.
8) To turn Prohibit Sales When Under Stocked on for selected products press the box to make it green.
9) To turn Do Not Display Stock On Key on for selected products press the box to make it green.
10) To turn Allow Zero Priced Sales on for selected products press the box to make it green.
11) To adjust the pricing of the selected products choose from the Pricing Adjustment Type dropdown toolbar to either % Add, % Minus, Amount Add or Amount Minus.
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How to use the Options Multi-Programming tool


1) back of house > Product Admin > Advanced > Options MultiProgramming.
2) Using the navigation panel on the left expand the product types and product groups and select which products
a. If it's a whole type or group, select the box next to the type/group name and it will select all products within that type / group.
3) Use the Details panel on the right to choose which option group you want to add / replace existing options with.
a. In the example image below the product group ‘Spirits’ is selected on the left and the ‘Mixer Option Group’ is selected on the right.
4) Press either Add Option or Replace Option.
a. Add option will add the chosen option group to all selected products.
b. Replace option will remove existing options attached the products selected and then add the selected option group.
5) When finished press Done, top right.
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