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Add, Remove, Edit Menu Groups


The Menu groups utility is critical for setting up and organizing your menu. An example of a menu group is Appetizers, Entrees, Beer, Liquor or Wine. The menu groups tool allows you to program menu groups into WinRest™.

To Add a Menu Group
1. Access the Menu Group Utility from the Options Screen.
2. Press "new" from the bottom row of buttons.
3. Give the new menu group its description and options.
4. Select an appropriate department, such as Alcohol, Food, Beverage, etc.
5. Press "save" along the bottom row of buttons.
6. Add menu items by pressing "menu sheet" along the bottom row of buttons.
7. Add the menu items to the menu sheet.
8. Save your changes and restart the application.

To Remove a Menu Group
1. Access the Menu Group Utility from the Options Screen.
2. Press "search" from the bottom row of buttons.
3. Select the group to be removed.
4. Press "delete" along the bottom row of buttons.
5. Save your changes and restart the application.


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Add, Remove, Edit Menu Items


The Menu items utility is a very important aspect of WinRest™ that Is critical for setting up and organizing your menu.

An example of a menu item is: soup of the day, steak on a bun, Budweiser, rum and coke or red house wine. The menu items tool allows you to program and customize each menu item so its easy for WinRest™ users to find what they are looking for in shortest amount of time.

To Add a Menu Items
1. Access the Menu Item Utility from the Options Screen.
2. Press "new" from the bottom row of buttons.
3. Give the new menu item its description and options.
4. Press "save" along the bottom row of buttons.
5. Save your changes and restart the application.

To Remove a Menu Items
1. Access the Menu Group Utility from the Options Screen.
2. Press "search" from the bottom row of buttons.
3. Select the group to be removed.
4. Press "delete" along the bottom row of buttons.
5. Save your changes and restart the application.



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Using Item Countdown to Keep Track of Menu Items


Using the Menu Item Countdown
1. From the Menu Item Details Utility, enable Menu Item Countdown.
2. In the Quantity box, enter in the ammount available. Example. 100.
3. Save any changes and restart the application from the Options Screen.
4. Sign in and access the Sales Screen.
5. Notice the Menu Item will now show the quantity available.

Try using the Menu Item Countdown Utility in conjunction with the WinRest™ Stock Utility to visual track stock levels. Both utilities will have to be configured independently as they are separate utilities and do not influence eachother.

**IMPORTANT** Please note, the Menu Item Countdown will not work for items with sizes.


Assigning a Menu Item #
Assigning a Menu Item  number will be useful when items are to be printed on a separate kitchen printout/chit. If an item number is desired on the kitchen printout, then update the Kitchen Order document by adding the correct database field and adding a label in the Receipt Design Utility.

1. From the Menu Item Detail Utility, enable Assign Menu Item #.
2. Save any changes and find the next menu item that will have an assigned number.
3. Repeat this process until all desired menu items have been updated.

There are a lot of settings to explore in the Menu Item Details Utility. Some are straight forward, like the Hide and Disable options. Some will require further customization like the Feature option. Feel free to find what ones apply to you. If you require further assistance, please contact your Authorized WinRest™ Expert Advisor.


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Add, Remove, Edit Menu Modifiers


Every menu item can have linked modifiers for cooking instructions, premium toppings, unique requests and more. Access the Menu Modifiers utility found in the Options Screen to create and connect menu modifiers to items to streamline the order taking process.

STEP 1: PROGRAMING MODIFIERS
1. Access the Menu Modifiers Utility from the Options Screen.
2. Press "new" along the bottom row of buttons.
3. Under Menu Modifier Desc, add the name of the modifier.
4. Under Modifier, add the name of the mod.
5. Under Price Increase, add a zero, or the price of increase.
6. Press "add modifier" on the righ-side of the screen.
7. Repeat steps 4 to 7 until complete.
8. Press "save" along the bottom row of buttons.

STEP 2: Connecting Modifiers to Menu Items
1. Access the Menu Modifier Utility from the Options Screen.
2. Press "connect mod" from the bottom row of buttons.
3. Select the Menu Group or item to be linked to a modifier.
4. Now select the modifier on the bottom right-side of the screen.
5. If the item requires more than one mod, add a checkmark to "multi-select."
6. Press "ok".

Linking Modifiers to Modifiers (Advanced Menu Modifier Utility Feautre)


Linking Modifiers to Modifiers
The ability to link modifiers to other modifiers will be useful when you require operators to be presented with only the modifiers they need. This feature will require all modifier groups to be created in the Menu Modifier Utility. Follow the guide outlined below to get started.

1. Access the Menu Modifier utility.
2. Create or make sure all required Mod Groups with Mods are created.
3. Find and highlight the modifier to be linked.
4. To the right of the modifier, press the GROUP field.
5. Select the Mod Group from the list.
6. Repeat steps 3 - 5 until all desired linked mods have been linked.
7. Save and test your changes.


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Delivery & Pickup Utilities

To start using the Delivery and Pickup features, make sure both buttons are added to each employee profile that will be using the Sales Screen. For more information on adding the Delivery and Pickup buttons, please review the Button Library section of the user manual.

Placing an Order for Delivery
1. Press the Delivery button from the Table or Sales Screen.
2. Enter in a phone number.

Please note, that if there are no clients in the database, then you will have to enter in all the applicable information into the delivery utility then press 'Save'.

Furthermore, if there are clients in the database when entering in a phone number, then matching clients will begin to automatically appear. When the correct client has been found, press the OK button to be taken to the Sales Screen.

4. Select the correct client and press OK.
5. Enter the order from the Sales Screen.
6. When finished, press the Send and Exit button to pay later. Or Press the Payment type used to close the transaction. (Example. Visa, MasterCard..)

Please note, to retrieve an order, use the Tabs Button from the Sales or Table Screen.




Placing an Order for Pickup
1. Press the Pickup Button from the Table or Sales Screen.
2. Enter in a phone number.

Please note, that if there are no clients in the database, then you will have to enter in all the applicable information into the delivery utility then press 'Save'.

Furthermore, if there are clients in the database when entering in a phone number, then matching clients will begin to automatically appear. When the correct client has been found, press the OK button to be taken to the Sales Screen.

4. Select the correct client and press OK.
5. Enter the order from the Sales Screen.
6. Select a 'Pickup Time' or 'Pickup at Time', if applicable.
7. When finished, press the Send and Exit button to pay later. Or Press the Payment type used to close the transaction. (Example. Visa, MasterCard..)

Please note, to retrieve an order, use the Tabs Button from the Sales or Table Screen.


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Menu Sizes


To Add/Create Menu Sizes Using Menu Item Details Utility
1. Access the Menu Item Details utility from within WinRest™.
2. Press the 'Add Size' button.
3. If the required size is not available, press 'Create Size'.
4. The Menu Size utility will appear, then create all sizes, press 'Save' and 'Exit'.
5. When back in the Menu Item Details utility, select the size and add the appropriate
pricing in the Price 1 field.

To Add/Create Menu Sizes Using Menu Size Utility
1. Access the Options Screen from within WinRest™.
2. Access the Menu Sizes utility.
3. Use the Search button to see all existing sizes.
4. Press 'New' from the bottom row of buttons.
5. Give your new size and name, and all applicable settings and press 'save.'




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Discounts

Applying discounts to a sale is quite easy and there are several methods to do so from within WinRest™.  Furthermore, discounts may be applied manually as well as automatically. An example of an automated discount would be applied via the Price Scheduler utility. Another automated discount would be when customers in the client database have a discount applied to any sales.

Please note, some States and Provinces have their own regulations on what items may be discounted. Please ensure every menu item is checked with the Menu Item Details utility.

Fixed Discount Buttons
The Fixed Discount buttons are available for setting custom values for set discounts. Access the default values tab under the Global Settings Utility to edit the fixed discount values. Once set, one can also rename the button to something more appropriate, such as '10% Discount', and so on.

Applying Fixed Discounts from the Sales Screen:
1. Access the Global Settings Utility from the Options Screen.
2. Under the default values tab, adjust fixed discounts 1-5 and press 'save'.
3. Access the Button Library Utility from the Options Screen.
4. Add the fixed discount buttons to each applicable employee type.
5. Rename the fixed discount for easy reference. Example, 50% Discount.
6. Save your changes and restart the application.
7. When signed back in to WinRest™, and select and item for discount.
8. Press the fixed discount button you just added.

The Dollar Discount Button
The Dollar Discount button has the ability to apply a dollar discount to a particular item. To apply a dollar discount, the item will have to be selected/highlighted on the the notepad from the Sales Screen, then use the onscreen keyad to select a dollar amount, then press the Dollar Discount button. To remove the dollar discount, select/highlight the menu item, then use the onscreen keypad and press '0', and press the dollar discount button.

The Item Discount Button
The Item Discount button has the ability to apply a discount to a particular item. To apply an Item Discount, the item will have to be sent, then highlighted on the notepad. Then use the onscreen keypad to select a discount rate, then press the Item Discount button.  To remove the applied item discount, select/highlight the item on the notepad, then use the onscreen keypad and press '0' then press the Item Discount button.

The Total Discount Button
The Total Discount button provides the ability to apply a set discount to every item on the notepade. To apply a total discount, use the onscreen keypad to select a discount rate, then press the Total Discount button. To remove an applied total discount, use the onscreen keypad to select '0' then press the total discount button.

Some discount buttons may have to be added to the Sales Screen in order to be avaible to staff. Access the Button Library to do just that for each applicable employee type. To learn how to add / edit buttons, feel free to review the Button Library section of the User Manual.



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Inventory Utilities


Managing inventory is easy with WinRest™ Professional as it helps control all aspects of inventory. Create, edit and view inventory easily. Furthermore, you can e-mail and create purchase orders, recieve orders and analyze inventory levels with informative reporting tools.

Keep in mind that the Inventory utility will require regualar maintenance in order to help realize its full potential. If one requires a simplier method for tracking stock levels, than feel free to use the WinRest™ Stock utility found in the Options Screen.

Getting Started with the WinRest™ Inventory Utility
1. Access the Inventory Utility from the Options Screen.
2. Press the ADD ITEM button along the bottom row of buttons.
3. Give the group a name, a description, min max, quantity, unit and cost.
4. Continue adding all required menu groups and items until finished and press SAVE.
5. Return to the Options Screen, and then access the Menu Item Details Utility.
6. In the Menu Item Details utility press the RECIPE button.
7. Find the matching item that was created in the Inventory Utility on the lower half of the screen, select it so it is highlighted, and then press the ADD button.
8. Save your changes. Repeat stepts 5 to 8 until all items have been created in the
Inventory Utility and then attached with the Recipe button.

Creating a Purchase Order in WinRest™
1. Access the Inventory Utility from the Options Screen.
2. Press the PURCHASE ORDER button along the bottom row of buttons.
3. Fill in all the appropriate feilds such as supplier information.
4. Press the RAW MATERIAL button from the bottom row of buttons.
5. Select the items to be added to the purcase order and press SAVE.


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Menu Course Control


When creating menu groups and items, you can pre-configure what course number each menu item will hold. For example, appetizers will be course one, and perhaps salad as the second, and so on.  That way, the kitchen printout will indicate what item is under what course, ensuring the kitchen staff prepare the meal accordingly.

Furthermore, the Course Control button, when added to the Sales Screen, will allow you to assign any number of items to a particular course number. The Course Control button will have to be added to the Sales Screen for each employee type that will be using it and enabled from the Global Settings, Add-on Tab.

Configuring Course Numbers
1. Enable Course Control from within the Global Settings Utility.
2. Return the Options Screen, then go to the Menu Group Utility.
3. Find the Menu Group with the menu items to configure.
4. Press the Menu Sheet Utility in the bottom right corner.
5. Find the first item to configure.
6. Adjust the course number from 0 to 1.
7. Repeat this for all menu items that will be course 1.
8. Save any changes.
9. Find all course 2 items and change from 0 to 2.
10. Repeat this process until all the courses have been configured.
11. Remember to save any changes.


Changing Course Numbers from the Sales Screen
1. Enable Course Control from within the Global Settlings Utility.
2. Return to the Options Screen and access the Button Library.
3. Add the Course Control button to Sales Screen for applicable Employee Types.
4. Save any changes and restart the application from the Options Screen.
5. Sign in and access the Sales Screen.
6. Select your menu items, then press the Course Control button.
7. The Course Control utility will appear, allowing you to change course numbers.
8. Select the first item, then press the Change Course button.
9. Select the second item and repeat step 8.
10. Then send the order with either OK, Send order Table or Send Order Exit.

***Tip*** Send Order Table will return the user to the Table Screen. Send Order Exit will send the user to the WinRest™ Home Screen.

For more information on configuring button layouts, please review the Button Library section of the user manual.


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Menu Parent Grouping


Parent Groups will help keep your menu items and groups organized when there is a large and complex menu.  When a Menu Group is placed under a Parent Group, there will be a breadcrumbs bar with your location in the Menu.



To exit a Menu Group that is nested in a Parent Group, press on the First Menu Group on the Breadcrumbs trail, or on the Back Arrow button.



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Menu Sheet Utility


Creating menu items can be done quickly and efficiently with the Menu Sheet utility. Start by creating a Menu Group with the Menu Group utility found in the Options Screen. Once the menu group has been saved, press the Menu Sheet button along the bottom row of buttons.

The Menu Sheet requires you to place a description, price in the price 1 field, and an applicable tax to function properly. Feel free to customize the appearance by changing the font type, size and colours.

Please note, when entering a dollar value, please press ENTER on your keyboard to have the Save button appear. Furthermore, make sure to save your changes every so often.

HELPFUL TIP: To apply changes to every item on the sheet, press on the title field, such as tax, and a prompt will appear asking if you want to apply the setting to the entire group, press Yes, then make your selection/changes. Then press Save to save any changes.


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Menu Stock


The Menu Stock utility will allow you to monitor and adjust stock levels for menu items. This is a great tool to help track stock levels and can be found in the Menu Utilities section of the Options Screen.

Configuring the WinRest™ Menu Stock Utility
1. Create all the Menu Groups and Items, save any changes and restart the application.
2. Access the Menu Stock Utility from within the Options Screen.
3. Start with the first Menu Group.
4. Enter in the amount of stock in the ACTUAL field for every menu item
5. Enter in the cost amount in the COST field for every menu item.
6. Save any changes and repeat this process for every menu group and menu item.


Checking Stock in WinRest™ using the Report Utility
1. Sign into WinRest™ as a supervisor.
2. Access the Report utility.
3. Select 'Item Stock Report' from the 'MISC. Reports' tab.




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Price Schedule


The price schedule serves two purposes. The first is to give you and overhead view of the current price schedule. The second is to provide a tool to configure automatic price changes for any given day and time. To use the Price Scheduler, ensure that Price Shift is enabled from the Add-Ons tab available in the Global Settings utility.

Creating a Price Schedule
1. Access the Add-Ons Tab found in Global Settings.
2. Enable Price Shift and then press 'Save'.
3. Access the Price Scheduler from the Options Screen.
4. Press the ADD button and select the first menu item.
5. Press on the date section on Price 2.
6. Choose the days of the week that are applicable.
7. Enter in a new value in the Price 2 field.
8. Repeat this process for every applicable item.
9. Save any changes.

Please note, some States and Provinces have their own regulations on what items may be discounted. Please ensure every menu item is checked with the Menu Item Details utility.



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Recipe Utility


The Recipe utility will be used when raw material is needed to be tracked for reporting purposes and having items joined together. This is especially handy with items such as cocktails and mixed drinks.

For example, the beverage rum and cola will require one part rum and one part cola. Use the Recipe utility to add required items and their cost.

Getting Started with Recipes in WinRest
1. Create all required Menu Groups and Menu Items.
2. Access the Recipe button for the first item in the Menu Details Utility. 
3. Press New Material. Enter in a Group Name, Description, Unit, and Unit Cost
4. Save any changes.
5. Now add the raw material below to the menu item using the Add button.
6. Save your changes.
7. Repeat this process until all items and recipes have been configured.

Using the Recipe Utility From the Sales Screen
1. Access the Button Library Utility from the Options Screen.
2. Find the Recipe Button and add it to the applicable Employeed Type Sales Screen.
3. Save any changes and restart the application.
4. Sign in and access the Sales Screen.
5. Press the Recipe Button and then the Item that has been configured.
   Example. Rum and Cola.
6. The Recipe utlity will appear. Press OK to exit and Apply to Sales.



For more information on adding or removing buttons, please review the Button Library section of the user manual.


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Remote Printing


The remote printing is a tool that allows you to define printer locations and attach
menu groups, menu items and menu modifiers to different printer locations.

To Enable Remote Printing
1. Access the "remote printing utility" from the Options Screen.
2. Press "new location" from the bottom row of buttons.
3. Give the new location an appropriate name.
4. Press "target device" and select the printer.
5. Press "fail over printer" and select the printer. (optional)
6. Select the Menu Group or Menu Item so it is highlighted.
7. Press "add". The printer location will move from the left-side to the right. (From
location to destination.)

*IMPORTANT*
Any printers, local or remote, that will print orders must have the CUSTOMER ORDERS document enabled from within the System Settings utility. [Options Screen > System Settings > Printer Properties (Select the printer, then press Edit Device)].


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Need more help?

Help from your Authorized WinRest™ Reseller
If you require more help with installing, upgrading, or activating your copy of WinRest™, please contact your WinRest™ Authorized reseller today.

Help from a WinRest™ Expert Advisor
If you do not have an Authorized Reseller, contact us today to find out how to get started.


System Requirements

Supported operating systems
Windows POS Ready 2009
Windows XP SP2 and above
Windows 7 SP1 (x86 and x64)
Windows 8.1 (x86 and x64)
Windows 10 (x86 and x64)

Supported architectures
32-bit (x86)
64-bit (x64)

Hardware requirements
1 GHz or faster processor 1 GB of RAM (1.5 Ghz if running on a virtual machine)
1 GB of available hard disk space
600 MB of available hard disk space (language pack)
5400 RPM hard drive
DirectX 9-capable video card running at 1024 x 768 or higher display resolution.
Magnetic Card Reader (Optional)
Barcode Scanner (Optional)
Scale (Optional)
Pin Pad for accepting payments with WinAuthorize™ (Optional)

Software requirements
Microsoft .NET Frameworks 3.5
Firebird SQL 2.5



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