This article provides detailed instructions to configure your Taxes, Products, Employees, and Cash Drawer Management features using talech Register.
You can also follow along with the video below.
How to Configure your Taxes
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 talech.com and select "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:
Step 1: Navigate to Settings > Employees.
Step 2: Click + button at the top right to add a new employee.
Step 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:
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:
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:
Step 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."
Step 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:
Step 1: Login as an admin and navigate to Dashboard > Back Office > Employees
Step 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.
Step 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.
|How to create Employee Roles|
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
Supported account types (roles) are:
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.
NOTE: If you add or remove a role, you must upgrade all talech Registers to a version greater than 4.5.
Creating a Role:
Roles are predefined set of permissions that can be applied to as many employees as needed. To create a role:
Step 1: Log in to talech.com. Navigate to Settings > Roles (on the left under Employees)
Step 2: Click "+" button to add a new role.
Step 3: Specify Name, Wage Rate and Permissions.
In most cases, users can retain a 4-digit PIN. However, a 6-digit PIN is required in the following cases:
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
|Creating & Editing Products|
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.
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.
* = 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:
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.
How to Create a Modifier from talech Register:
Step 1: Go to Dashboard > Back Office > Menu > Modifiers > The + button in the top right.
Step 2: Name your modifier list and select whether it's an Add On or an Exclusion
Step 3: Select Price Attribute if the modifiers have a price to associate
Example: $2.00 for Bacon.
Step 4: Select Tare Weight if there will be a weight associated with the modifier
Example: Medium Yogurt Cup weighs .05oz, Large Yogurt Cup weights .08oz, etc
Step 5: Select Options to create the modifier list choice(s)
Step 6: Press Back once you've add options to the modifier list.
Step 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.
Step 8: Press Save
Assign a Modifier list
Step 1: Go to the Product section of your Menu Editor and select a product to assign modifier list(s) to
Step 2: From the Product Edit screen, scroll down to and select Modifiers
Step 3: Select the modifier list(s) to attach to the product
Step 4: Press the Back button
Step 5: Press Save to complete
You now have a modifier tied to your product. At the register, it will look like this:
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.
How to create Default Modifiers from talech Registers:
Step 1: Go to Dashboard > Back Office > Menu > and select the product to add default modifiers too
Step 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.
Step 3: Select Default Modifiers in the top right corner.
Step 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.
Step 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.
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.
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.
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.
Below is a screenshot below of How it would look in talech 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.
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.
|Creating Product Variations|
In this section you will learn what a Variation is and how to create them. See details below.
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 talech App:
Step 1: From the register, go to Dashboard > Back Office > Menu.
Step 2: Select the product you need to create a variation for. an "Edit Product" window will appear.
Step 3: Scroll towards the bottom of the screen and tap where it says "Variations."
Step 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.
Step 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.
Step 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.
Step 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.
Step 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.
Step 1: After logging in, go to Products (at the top) > Modifiers (on the left).
Step 2: Press the "+" button in the top right corner. An "Add a Modifier" screen will appear.
Step 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.
Step 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.
|Cash Drawer Management|
This article covers and directs you on how to manage "Cash Drawer Management" features such as:
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:
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:
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:
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.
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.
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.
|Enabling Cash Drawer|
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:
Step 1: Login to talech Register as an Admin, and goto Dashboard > Back Office > Settings > Cash Drawer (in the left column)
Step 2: Tap the + button create a new drawer (Cash Drawer1 is listed by default)
Step 3: Enable Cash Drawer Management
Step 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)
Step 5: You are now ready to manage your cash drawer
Click here to learn How to Manage your Cash Drawer
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.