Differences

This shows you the differences between two versions of the page.

--- pos:startmenu [2025/04/15 23:06] – [User Store Access] mrjim
+++ pos:startmenu [2025/09/20 16:53] (current) – [Spend Receive] mrjim
@@ Line 6: / Line 6: @@
 Below that is the list of menus.
 ===== Orders =====
-<fs medium>**[[pos:refund_orders|Refund an order]]**</fs> Tap for details. Only appears when POS is started by an Owner level user.
+<fs large>**[[pos:refund_orders|Refund an order]]**</fs> Tap for details. Only appears when POS is started by an Owner level user.
 ==== Current Orders ====
@@ Line 70: / Line 68: @@
 The drivers who are working and have checked out on a delivery are listed below that. The name of the driver is displayed in green, if they are checked in, with the time they checked in. If the driver is on the road with a delivery their name is red with the time they left with the order(s).
 ==== Current Pickups ====
 A duplicate of the Current Order screen listing only the Pickups.
 ==== Current Deliveries ====
 A duplicate of the Current Order screen listing only the Deliveries.
 ==== Take a new Order ====
-<fs medium>**[[pos:searching-pos#Searching Order History|Search Order History]]**</fs> Tap for details.
+I will insert instructions here.
+<fs large>**[[pos:searching-pos#Searching Order History|Search Order History]]**</fs> Tap for details.
 ===== Customers =====
-**<fs medium>[[pos:searching-pos#Searching Customer History|Search Customers]]</fs>** Tap for details.
+**<fs large>[[pos:searching-pos#Searching Customer History|Search Customers]]</fs>** Tap for details.
 ===== Users =====
@@ Line 102: / Line 98: @@
 One can view the list of users who were sent the message and see which users have failed to acknowledge the message.
+**<fs large>[[pos:new-friends#User Store Access|User Store Access]]</fs>** Tap for details. Appears only for Owners with Owner access to more than one store.
-==== User Store Access ====
+**<fs large>[[pos:new-friends|Users]]</fs>** Tap for viewing, adding and editing user details.
-Appears only for Owners with Owner access to more than one store.
+==== Schedule ====
-This allows an owner to select the stores that he wishes to allow a user to access. This is different than Native Store Assignment and is meant to be used only for those team members that need access to more than one location. There are some drivers that work at multiple stores and there are people that answer the phones and take orders for more than one store.
+A team member can only clock in within 5 minutes of his start time as scheduled without a manager override.
+Schedules determine what the user role is for that person in that clock-in session.
-==== Users ====
+Scheduled hours can be copied from one week to the next. They can be printed. And the schedule is visible to all OIC users at your store. Go to OIC> Users> [[oic:users#schedule|Schedule]]. Each friend has a login. No more excuses of “I didn’t see my schedule.” They got a phone; they got their schedule.
+Click on Start> Users> Schedule or click the Schedule Management desktop icon to open the scheduling tool. Click on the plus sign next to Users on the left to extend the list of users that can be scheduled at the store that is signed in.
+To schedule a User click on the User name and drag it to the date/day of week on which the User will be scheduled. A window opens for configuration.
+{{:pos:start5.png?300 }} Assigned Role - This can be Owner, Manager, Driver, or Inside. The role chosen determines the hourly rate for that shift.\\  Time In - The shift start time. Friends cannot clock in more than 5 minutes before the start time without a Manger Override\\ Time Out - The scheduled time off.\\ On call - There are times when you may wish to schedule a friend to be On Call. They would merely need to be near a phone during the scheduled hours.\\ Duplicate these hours to other days of the week? - To speed up scheduling, select this option to populate those shift hours to other days of the week.
+When done it will be a color-coded weekly schedule. Dark Grey = Owner, Green = Manager, Blue = Inside, Brown = Driver. The length of the bar stretches from Time In to Time Out.
+{{ :pos:start4.png?1000 }}
+Create as many weeks as desired into the future. It opens to the upcoming week. View other weeks by clicking on the Previous Week arrow on the top left or the Next Week arrow on the top right.
+On the bottom left is the Copy Schedule tool to copy a schedule from one week to another.
+Below Copy Schedule is the Print Schedule button. This is no longer needed because the schedules are available to everyone in the OIC. No more, "I didn't see the schedule" excuses. Click the plus sign to view the 2 possible schedule outputs. Generate a PDF includes a column on the right for the total hours each person is scheduled for in that week. The PDF no totals does not have the Totals column.
-==== Schedule ====
 ==== Timecards ====
-==== Driver Handbook ====
+You can correct clocking-in errors in Timecard Management. There’s an icon on the desktop for owners and managers or you can go to Start> Users> Timecards. These are only visible to Managers and Owners. You must have owner permission to edit timecards. Managers do not see pay rates.
+Timecards cannot be deleted. Any edits to timecards are recorded. The same start and end time can be entered to zero out the shift.
+=== Payroll Report [PDF] ===
+On the left you set the Start Date and End date for the week. Use only one week. The overtime calculation is not correct for periods over one week. If you are running the Payroll Report for more than one week, use [[pos:report-wizard#Payroll Report [Spreadsheet]|Payroll Report [Spreadsheet]]] in the Report Wizard. Clicking the Open PDF button opens the PDF in a new browser tab. Clicking email sends the report to the email address of the user who is signed into POS and has his name at the top of the start menu.
+=== Someone Forgets to Clock In ===
+Have the team member clock in now. Then open Timecard Management and find the team member in the list. Click on the time in the “Time In” column. Enter the correct time the guy started. Click “Save Changes.” Edited timecards appear in italics.
+=== Someone Forgets to Clock Out ===
+Open Timecard Management and find the team member. Enter the correct time in the “Time Out” column. Click “Save Changes.” Edited timecards appear in italics.
+=== Someone Forgets to or Can't Clock In ===
+Open Timecard Management and click on the team member that needs to have another timecard then click “Add Timecard.” You must click on a person first or the Add Timecard button is faded out. Enter the “Date In,” “Time In,” “Date Out,” and “Time Out” for the timecard. “Add Timecard” will be greyed out until you click on the team member that needs the card. Then click “Save Changes.” Edited timecards appear in italics.
+=== Accidently Add Timecard That is Not Needed ===
+If you are in Timecard Management and you have not “Saved Changes” just click “Discard Changes” and close Timecard Management. When you reopen Timecard Management the timecard will not be there. If you have saved the timecard accidently just set the “Time In” and “Time Out” to the same time and save changes.
+==== Driver Handbook ====
+A link to the driver Handbook [[https://www.dropbox.com/scl/fi/6avn9xcm4ol57xzilhbm8/DD_Handbook.pdf?rlkey=im1vqxwhvegk0ozan8sdwx0cj&dl=0|DD Handbook]]
 ===== Product Videos =====
+A list of videos with item preparation instructions. [[operations:videos#product_preparation|Product Videos]]
 ===== JOES Software =====
+A list of instruction videos for various JOES software features. [[operations:videos#software|JOES Software Videos]]
 ===== Documents =====
-===== Spend/ Receive =====
+  * Team Member Application - A PDF Version of the employee application. Most applicants use online version.
+  * W-4 - The current W-4 that must be on file for each employee.
+  * I-9 Form - the current I-9 Employment Eligibility Verification that must be on file for every employee.
+  * Tax Exempt Cert - A certificate must be on file for each sales tax-exempt organization customer.
+  * Current Costs - Link to the Current Cost Spreadsheet.
+  * Current Offers - List of current offers. There should be a browser tab on every computer open to this page.
+  * PRCD - Link to the Millenium Expansion Plan Proof of Remedy to Cure Default. Any non-standard area noticed during a Visit must be corrected. This form sends note to the Franchise Service Center noting the actions taken to correct the non-standard area(s).
+  * Manuals Wiki UN: user PW: pizza - A link to this MrJims.Pizza Support Wiki. The username to enter the Wiki is -- user - the password is -- pizza
+  * Delivery Map - A link to the Delivery Map for the signed-in location. This is also a browser tab on every POS computer.
+  * Fix My JOES - A link to the Fix My JOES webpage. Use this page whenever support is needed. The data emailed to 4 people. Issues with phones or printing not working should not be reported using this page it is too slow. Contact MrJim directly. Persist texting or calling until you get a response.
+  * [[oic:storeinfo#address_request|Address Request]] - This is a link to the form to correct and address. Any address anywhere in the world can be made to work in JOES. There are 2 critical data that must be provided, the customer info and where the address is located. There must be a geocoded point for the address entered for that customer only.
+===== Spend - Receive =====
+Often needed purchases are made in cash from the cash drawer. Some vendors require cash payment. There are times when currency is added to the Cash Drawer, for refills or when items are sold in cash that are not a customer order. Whenever you make or get a deposit for past orders like Account payments or TOOS deposits they should be entered here. Entering the extra deposits here shows them on the Closeout Report and shows them in the Sales Summar 2025 (Accountant).
+Only a person with Owner permissions can add categories to the Expenses/Income. You should have some categories for food, supplies and any other categories for expenses to be classified as desired.
+Do not assign an Expense to a user. That is only for drivers that pay for the Payout out of their delivery bag. That way the money spent will be included in that driver’s Driver Checkout Report reconciliation.
+Go to Start> Spend/Receive> Expenses/Income.
+{{pos:accountincome.png}} {{pos:payout1.png}}
+Use //Select Date// to go to a different date to review those payouts. Also, if you make a payout after midnight but before you close edit the date to the prior day.
+  - Create a new payout, click //Add a new entry//.
+  - Select the appropriate category from the pulldown menu in the first field on the left.
+  - Note that the numbers have a strike through until an //Amount// is entered with a number.
+  - Change the //Date// if needed.
+  - Leave the //Expensed from this driver's bag// at //Unassigned// unless the expense was made from a driver's bag.
+  - A //Note// can be added if needed.
+  - Leave the //Status// set to //Open//. It will be changed when the Closeout is run. It must be left //Open// for the closeout to use the value correctly in the Cash Reconciliation.
 ===== Reports =====
+<fs Large>[[pos:report-wizard|Report Wizard]]</fs>
+<fs Large>[[pos:production-sales|Production Sales]]</fs>
+<fs Large>[[pos:drivercheckout|Driver Checkout]]</fs>
+<fs Large>[[pos:daily-closeout|Daily Closeout]]</fs>
+===== Manager Override =====
+There are certain functions that require a Manager Override as a security measure. Some specials codes, altering a price, and allowing someone to clock in when they are not scheduled are a few of them.
+This menu item is only visible when a Manager or Owner level user is the person who originally signed into POS. That person's name appears at the top of the Start Menu.
+Clicking on Manager Override opens a window for a finger scan. A manager or owner's finger will open another window to pick the Override Type.
+  * Time Based - Allows all Manager Overrides to be applied for the selected duration.
+  * Instance Based - Only allows 1 - 5 Manager Overrides to be applied. Allowing only 1 Manger Override to be applied is the most secure setting. Manager Overrides are Session based and if more than one is selected the unused Overrides will be available until signing out of POS.
+Once the Manager Override is configured it can then be used as needed to allow an unscheduled person to clock in, apply a Manager Discount code or any other need.
+===== Clock In/Out =====
+Opens fingerprint identification window for the person whose fingerprint is entered to Clock In.
+===== Change Locations =====
+For users with access to more than one location a window opens with the stores available to that user. This needs to be set for some of the reports to be correctly compiled. This changes the location listed at the bottom left in the POS taskbar.
+When taking an order, the customer's delivery address will automatically connect the order to the correct location. If it is a pickup the POS user will need to select the correct store from the list presented.
+===== Modify Session Roles =====
+A user who signs in with Owner or Manager level access, may wish to leave the computer signed into POS but not have the Manager/Owner options available. Click on Modify Session Roles and then select the level desired.
+Inside level access prevents call-in orders from being paid for. This is a security measure to prevent call-in orders from being paid in cash. If a call-in customer wants to pay for a pickup while that instance of POS has only Inside level access, the order must be taken and then select the order in Current Orders and click the payment option.
+===== Sign Out =====