talech Starter on Poynt - Creating Products, Taxes, and Employees

In this section this will guide you on how to configure your taxes. Follow the instructions below.

You can change the sales tax setting for an individual item in the "Products" area.

Step 1:  Go to the "Products" tab on the top and select "Products" on the left.

Step 2: Then select the item you wish to edit or add tax on.

Step 3: Then select the new tax you wish to add on or remove any previous taxes you have already applied to that item by checking or unchecking the box.

*Note: All tax rates must be first edited under "Settings" and then "Taxes" 

In this section there are guidelines below on how to complete a set up for Employee Management. Instructions below.

Creating an employee on talech.com:

1. Navigate to Settings > Employees.
2. Click + button at the top right to add a new employee.
3. Add name, six or four digit numerical PIN and other relevant information. 

NOTE: If the employee is set as User or Other (at one location only), the pin can be four digits. All other roles/positions should be six digit pins. 

For Admin accounts:

• A first & last name.
• A unique ID number.
• A unique email address that the employee can access.

Note: only the store owner can create or delete account admin users.

Once the account is saved, an email will be sent to the employee with a temporary password. Complete a store logout via the app and have the employee sign in with their email and temporary password. They will be prompted to create a new password and 6 digit PIN.

For Manager accounts:

• A first & last name.
• A unique ID number.
• A unique email address that the employee can access.
• A unique 6 digit numeric pin.

Once the information has been filled out, hit the save folder in the top right corner to create the account.

For User or Other accounts:

• A first & last name.
• A unique ID number.
• A unique 4 digit numerical pin. If the employee is assigned to multiple roles or locations they will need a unique 6 digit numerical pin. 

4. Assign role by clicking on "Roles" at the bottom of the employee page, then choose a box to add a check mark.  More than one selection can be made and you can choose which role to set as "default."

5. Set the default role. You can choose which role to set as "default." A default role is the permission set used if the user signs in to the register without clocking in first. NOTE: if "require clock-in to access register" permission is set for default role, user will be required to clock-in to register.  

Creating an employee in talech Register:

1. Login as an admin and navigate to Dashboard > Back Office > Employees
2. In the Employee view, tap on the + box in the top right corner to create an employee, or tap on an existing employee to make changes to their account/permissions.
3. Depending on the account type, you will need to fill out certain data. Please refer to the information below for what data each account needs.

If you wish to add or remove permissions for an employee, learn how to apply overrides. 

Note: talech Starter is limited to 5 employees per account. 

In this section you will be guided on how Employee roles allow you to create a predefined set of permissions and pay rates for an employee type. These roles are shared across all locations of your business.

Note:  Employee roles can only be added at talech.com 

Role Types: 

Supported account types (roles) are:

• Admin: full access to the talech app including talech.com.

• Manager: access to running sales, reports, cash drawer, refunds, discounts and hardware settings. This account has Permission features where you can grant or remove certain features for the account.

• User: access to running sales, adjusting tips and viewing their sales. This account has Permission features where you can grant or remove certain features for the account.

• Other: this account can only clock in and clock out of the talech app.

Watch our introduction video for employee roles.

Employees can have more than one role assigned to them and can assigned to one or more locations. 

For employees that require greater or lesser access than the default role, overrides can be placed to grant or revoke these permissions. These overrides are unique to the employee (for that role) at a specified location.  Overrides can also be used to modify the pay rates for an employee performing a role at a specified location.  

PLEASE NOTE: If you add or remove a role, you must upgrade all talech Registers to a version greater than 4.5.

Creating a role

PIN requirements

In most cases, users can retain a 4-digit PIN.  However, a 6-digit PIN is required in the following cases:

• an employee has more than one role
• an employee has store admin access permission enabled
• an employee is assigned to more than one store

Using the Register

If a user only has one role, they will be automatically logged in to that role upon either signing in or clocking in. 

If an employee has multiple roles, the employee can choose which role to use upon clocking in.  

If an employee has a default role set (and that role does not require clock-in to access register), the employee will be automatically logged in as the default role upon signing in. 

For a full description of all permissions and how to, read Employee Permissions

In this section you will learn how products can be created and managed in the talech Register and talech.com. The table below and subsequent links provide information regarding most talech Product Management features.

talech Register:
Navigate to Back Office > Menu

talech.com:
Login and navigate to Products

To create new products, tap the + button in the top right corner of the screen and select "Create a Product". To edit a product, click or tap on a product in the list provided.

Product Fields

* = Required field

** = Feature is available only for Retail premium accounts

 Step 1: To add a new item, click on the Add button in the Actions list on the Products tab.

 Step 2: Then fill out all the required fields and save. (Only required fields are item name and price)

Note: Multiple barcodes can be entered for one product by simply adding a comma between barcodes. From the Register app, a comma will automatically insert when scanning in a new barcode. Only available on iOS.

In this section you will learn about Modifiers and how to do the following below: 

• How to create a Modifier list
• Assign a Modifier list
• Default Modifiers 
• Modifier Credit 
• Rearranging Modifiers and 
• Identify how Default Modifiers appear

Jump to:

• Default Modifiers
• Modifier Credit
• Rearranging Modifiers and Variations
• How Default Modifiers Appear

Creating a Modifier List

When you want to add options to a product on your menu, such as cheese on a hamburger, you can use "Modifiers". Creating a modifier can be either be done from the web or from the app.  

To create a modifier from talech Register:

1. Go to Dashboard > Back Office > Menu > Modifiers > The + button in the top right.
2. Name your modifier list and select whether it's an Add On or an Exclusion
   • Add On - is anything that can be added to the product e.g. extra cheese, pickles, or dipping sauce
   • Exclusion - is any item that can be taken away from the product e.g. no cheese, no pickles, or no dipping sauce
3. Select Price Attribute if the modifiers have a price to associate
   Ex: $2.00 for Bacon.
4. Select Tare Weight if there will be a weight associated with the modifier
   Ex: Medium Yogurt Cup weighs .05oz, Large Yogurt Cup weights .08oz, etc
5. Select Options to create the modifier list choice(s)
6. Press Back once you've add options to the modifier list.
7. Now you can chose the Minimum and Maximum Selections for the modifier list. Leaving the Minimum at 0 will make it so that a modifier does not need to be selected. A minimum of 1 will force the user to select at least 1 option for the menu item.
8. Press Save
    

Assign a Modifier list

1. Go to the Product section of your Menu Editor and select a product to assign modifier list(s) to
2. From the Product Edit screen, scroll down to and select Modifiers
3. Select the modifier list(s) to attach to the product
   
   • Modifiers appear in the register from left to right in the order they are added
   • You can arrange this order by tapping and holding the three horizontal lines, then dragging and dropping in the desired order
     
4. Press the Back button 
5. Press Save to complete

You now have a modifier tied to your product. At the register, it will look like this:

Default Modifiers

You can now set up Default modifiers to your individual products in talech Register. This way, instead of having to select all the items that would normally come on the product (such as a tomato, lettuce on a burger or cheese on a pizza), the standard modifiers will already be selected. Thus saving time at the register.

To create Default Modifiers from talech Registers:

1. Go to Dashboard > Back Office > Menu > and select the product to add default modifiers too
2. While in the product edit screen, select Modifiers near the bottom of the screen. If you do not have any modifiers selected, you can do so here.
3. Select Default Modifiers in the top right corner
   
4. This screen will show all modifiers applied to the product, mimicking what it will look like in the register. Select the modifiers you wish to included as default on the product
   
5. After making you changes, make sure to hit save.

Now at the register, the product will have the default modifiers selected. If the your customer does not have any changes to the order, it is ready to be paid for or sent to the kitchen. 

If your customer does not want one of the defaulted modifiers, it is easy to remove. Simply hold the modifier for 2 second and when you let go, it will no longer be selected and will have a red border around it. This will send to the kitchen as if it were an exclusion. For example, "NO Bacon." 

Because of this, you will not need to have a separate modifier for exclusions since it can all be done from one list. If you want to remove a modifier from a product, you can do so by selecting the red - button ()in the modifiers page. 

Modifier Credit

If you are using default modifiers with pricing, then you can have modifier credit that can be used towards other priced modifier options. 

For example, I have a priced modifier for Bacon for $1.00. This comes included in the $6.99 price point for this burger. However if this modifier is deselected, it will give me $1.00 of credit to be used towards an additional modifier. 

The price of the burger will not go underneath the $6.99 price point. The $1.00 credit will be used to get Tofu for free instead of paying an additional $1.00. Note below how the Tofu add on is priced at $0.00. If Tuna were to be selected instead of Tofu, then the price of the Tuna would be $1.00 instead of the normal $2.00.

If you do not wish to have modifier credit, then you will not want to use prices for your defaulted modifiers. 

Rearranging Modifiers 

If you need to rearrange the order in which modifiers appear in the register, you can do so by following these steps.

Step 1: Select Dashboard > Back Office > Menu > Your desired product > Modifiers.

Step 2: You can drag and drop the selected modifiers by using the 3 grey lines on the right of the modifier name. 

Note that the top most modifier will be what appears on the left in the register (Top to bottom indicates left to right). 

How Default Modifiers Appear

There are a couple new settings inside of the application that will dictate how the modifier will appear on the register and on the order ticket.

Register:

You can select how you wish the default modifiers to appear in the register. You can either have no default modifiers appear, the modifier names, or anything added on top of the default modifiers. This setting can be found in Dashboard > Back Office > Settings > General > Order > Modifiers.

Here is how it would look in the register.

When Default Modifiers and Display Modifier Name are turned off, the register will look like this:

These are examples with the same default modifiers set up. 

Order Ticket:

If you wish for the default modifiers to appear on the order ticket, you will have to change an advanced setting on the kitchen printer. This can be done by Dashboard > Back Office > Settings > Printers > Select desired Printer > Advanced Printer settings. Here you can select if the printer will print the default modifiers or if it will print just the name of the product.

In this section you will learn what a Variation is and how to create them. See details below.

 Variations:

A product may come in multiple sizes, different colors, styles, etc. Instead of creating a single product each option, you can create a product variation which includes the different options. 

Variations can be created through the app or website. You can create new variations for each product or use a previously made variation. 

Creating a Variation

From the app: 

1. From the register, go to Dashboard > Back Office > Menu. 

2. Select the product you need to create a variation for. an "Edit Product" window will appear.

3. Scroll towards the bottom of the screen and tap where it says "Variations."

4. If you already have a variation created, you will see a list here. If not, press the "Add" button in the top right had corner.

5. Enter in a variation name. It is important to name the variation something that can be easily recognized. Such as: size, color, or flavor. It is also important to note that the same variations can be used across multiple products. 

6. Enter the different variation options. Such as: Red, Blue, Green, and so on. Once done filling out all necessary options, press save in the top right.

7. The next screen is asking which variations are applied specifically to this product. Select all that will apply and press Back in the top left. 

8. You can now use the "Edit Price and Quantity" to modify Cost, Price, Item#, Barcode, and Quantity for each variation. Once done press Save in the top right and it will take you back to the Edit Product screen. Press save one last time.  

From talech.com:

1. After logging in, go to Products (at the top) > Modifiers (on the left). 

2. Press the "+" button in the top right corner. An "Add a Modifier" screen will appear. 

3. Enter in a variation name. It is important to name the variation something that can be easily recognized. Such as: size, color, or flavor. It is also important to note that the same variations can be used across multiple products. Make sure that the "Type of Modifiers" is set to Variation. 

4.Enter the different variation options. Such as: Red, Blue, Green, and so on. Once done filling out all necessary options, press save in the top right.

This article covers and directs you on how to manage "Cash Drawer Management" features such as:  

• Cash Drawer Management: Admins, Managers & Users with Permission Enabled
• Cash Drawer Shifts - Openshift & Close Shift 
• Pay in & Pay Out
• Cash Drop 

For additional articles regarding cash drawer, please visit:

Enabling a Cash Drawer

talech can record cash drawer activity with details of who performed specific actions such as opening and closing the shift, pay-ins and payouts. The register app can print a slip for most of these activities on the receipt printer at the time they are performed. Additionally talech.com’s "Reports" page contains a more comprehensive Cash Drawer Report which offers more verbose data as well as a downloadable version.

The Cash Drawer Report logs the following actions, collectively referred to as Cash Drawer Management:

• No sale
• Open shift
• Pay-in
• Pay-out
• Drop 
• Close shift

Note: Any type of employee account, except OTHER, can perform a cash transaction in talech. Click here to learn about employee account types and permissions. Cash drawer management functions are available to:

• Administrators
• Managers 
• Users (with Cash Drawer permission enabled)

To access the Cash Drawer screen at any time, go to the Dashboard view and tap Cash Drawer.

About Cash Drawer Shifts

Cash drawer activity is tracked as shifts. Only 1 shift per drawer can be run at a time. There is no limit on how many shifts can be opened and closed during a day. A shift will continue to run until it is closed. This means a shift can span one or more days. All activity on subsequent days will be accrued as part of the report for the date the shift was opened. For example:

• A shift is opened on Friday at 5PM.
• The shift is then closed on Saturday at 2:00 AM

All activities on the cash drawer report will be listed on the report which started on Friday at 5PM -- even if there are sales into Saturday morning.

Openshift
If a shift has not been started, talech will automatically request to start a new shift when:
A user with cash drawer permission logs into the register
A user attempts to complete a sale with cash payment.

Note: Employees set as user with the ‘Cash drawer’ permission disabled, will not see an open shift screen and will not be able to process a cash transaction until a shift is open.

Enter the entire amount the drawer will be starting with. This “opening bank” is the cash you will use to make change at the start of the day. Should you accidentally cancel out of this screen you can always return from the admin panel by tapping on ‘Cash Drawer’.

Once a shift is open, talech will display the other functions when the cash drawer screen is recalled.

Pay-in
A pay-in is used to record additional cash added to the drawer during the shift which does not correspond to a sale. For example, in a restaurant where a server owes cash payments they are carrying in their personal bank.

Payout
A Payout is used to record cash removed from a drawer during a shift such as tips paid to employees or for petty cash being used to purchase supplies for the store.

Drop
A drop is performed when removing cash from the drawer such as a midday deposit/drain when the drawer is getting heavy. For example, I am pulling $1000 dollars from the drawer and depositing it in my dropsafe. That cash will not be in the drawer for the final count at the time of the shift close. Drops are taken into account so as to ensure the drawer is in-balance at the end of the shift as well as to create a log of when that cash was removed from the drawer.

Close shift
When the Close Shift button is selected, the drawer will open. Count all of the cash, both coin and currency. Do not include checks. You can enter the drawer's total as a lump sum or count out the drawer by denomination. The Cash Drawer Report will automatically take into account the opening amount, any drops, pay-ins or pay-outs and sales. Tap Submit to close the drawer.

The resulting confirmation screen and optional printout will provide an over/short amount for the drawer. When reading this report, keep in mind that the ‘Net Cash in Drawer’ is the amount of cash and coin the drawer register expects there to be based on all the activities that have been logged that day. The ‘Closing Cash Amount’ is the amount entered when closing the shift. 

Editing a shift

Administrators and Managers can also edit drawer values from the Cash Drawer report AFTER a shift has been closed. 

 The Cash Drawer report can be found by going to Dashboard > Reports > Reports > Cash Drawer. The actions that can be edited will be in blue. Tap on the blue number value and a new screen will prompt. Select the action you wish to change and enter the new value. 

A detailed audit trail with usernames and timestamps is provided in the downloaded version of the Cash Drawer Report on the talech.com website. To locate this report, login to talech.com, then navigate to:

Reports > Revenue > Cash Drawer then click the download button over the top right of the bar chart.

This article will provide instructions on how to enable your Cash Drawer Management as it must be enabled to accurately track cash transactions. 

To enable Cash Drawer Management:

1. Login to talech Register as an Admin, and goto Dashboard > Back Office > Settings > Cash Drawer (in the left column)
2. Tap the + button create a new drawer (Cash Drawer1 is listed by default)
3. Enable Cash Drawer Management
4. Select the drawer you wish to assign to the device you're currently signed-in to (Ex: If you're logged into the Poynt at Register 2, make sure "Register 2" cash drawer is your Assigned Cash Drawer)
   
5. You are now ready to manage your cash drawer

 Click here to learn how to manage your cash drawer

Important:

If your store has multiple cash drawers that will need to be managed by talech, each drawer must have a unique name in the "Cash Drawer Management" settings screen. Tap on the  "+" button to add a new drawer for each additional station you are installing. If multiple devices are assigned to the same cash drawer, the reports can become confusing since more than one Poynt cash sales will be recorded into the same drawer.

The Cash Drawer report will only appear on talech.com under Reports if the Cash Drawer Management is turned on in the register app. If it is not turned on, Cash Drawer will not appear on talech.com or the talech Register.