Harbortouch ECHO User Manual

HARBORTOUCH ECHO® POS

USER GUIDE

Technical Support: 877.275.0027 | www.harbortouch.com/support | [e-mail]

Technical Support: 877.275.0027 | www.harbortouch.com/support | [e-mail] Technical Support: 877.275.0027 | www.harbortouch.com/support | [e-mail]

INDEX

EMPLOYEE FUNCTIONS:

Clocking In/Logging In

Logging Out

Calculator, ECR and POS Mode

Beginning a Transaction

Item Functions

Ticket Functions

Payment Options

Refunding a Sale

Customer Database

Gift Cards

Shift Report/Clocking Out

MANAGER FUNCTIONS:

Enabling/Disabling Modules

Accessing the Manager Screen

End of Day Process

Time Management

Creating/Editing Jobs

Creating/Editing Employees

Creating/Editing Discounts

Creating/Editing Order Types

Item Tracking

General Settings

Receipt Settings

Page 1

Page 1

Page 2

Page 3

Page 4

Page 5

Page 6

Page 8

Page 10

Page 11

Page 12

Page 13

Page 13

Page 14

Page 17

Page 18

Page 19

Page 21

Page 22

Page 23

Page 23

Page 25

Technical Support: 877.275.0027 | www.harbortouch.com/support | [e-mail] Technical Support: 877.275.0027 | www.harbortouch.com/support | [e-mail]

PAGE 1

CLOCKING IN/LOGGING IN

1. From the log in screen, type your four
digit PIN.

The first time you log in each day will
also clock you in for your shift.

You should have created this PIN
during the Setup Wizard sent to you
via email. For additional assistance,
please contact Technical Support at
800-201-0461.

1. Select the user name in the top right
corner of the ticket screen.

2. Choose Logout/Exit from the drop
down menu.

Note: Logging out will not clock you out
of your shift. You must go to your Shift
Report to clock out.

EMPLOYEE FUNCTIONS

LOGGING OUT

Technical Support: 877.275.0027 | www.harbortouch.com/support | [e-mail] Technical Support: 877.275.0027 | www.harbortouch.com/support | [e-mail]

CALCULATOR, ECR AND POS MODE

You can switch between ECR or POS Mode at any time by selecting the corresponding button at the top of the screen.

POS Mode

This mode organizes your items by Depart­ments and Item Tags for easy searching.
It is ideal for businesses with a large num­ber of items or different departments.

ECR Mode

This mode can be used to list items on
the screen with a calculator displayed for
entering prices of items not listed in the
system. This view mimics a traditional
cash register.

Calculator Mode

Calculator mode will be shown by default
if the departments and items modules are
not activated on the system.

EMPLOYEE FUNCTIONS

PAGE 2

POS Mode

To begin a transaction in POS mode, select
an item from the right side of the order
screen or scan an item’s barcode. This will
automatically create a new ticket and you
can continue adding items.

ECR Mode

To begin a transaction in ECR Mode, select
an item from the right side of the order
screen, scan an item’s barcode, or enter a
dollar amount on the calculator. This will
automatically create a new ticket and you
can continue adding items.

EMPLOYEE FUNCTIONS

BEGINNING A TRANSACTION

Calculator Mode

To begin a transaction in Calculator Mode,
enter a dollar amount on the calculator that
corresponds to the price of each item being
purchased. Press the + button after each
item price to add it to the ticket.

PAGE 3

Technical Support: 877.275.0027 | www.harbortouch.com/support | [e-mail] Technical Support: 877.275.0027 | www.harbortouch.com/support | [e-mail]

By selecting an item on the ticket, the item management functions will appear.

Quantity

This function will allow you to modify the quantity of the selected item.

Special Request

This function allows you to enter custom requests for the kitchen.

Remove Item

This function will allow you to remove the selected item from the ticket.

Cancel

This function allows you to cancel the current changes and return to the ticket screen.

Change Price

This function allows you change the price of the selected item.

Discount Item

This function will list all available discounts that apply to the selected items.

ITEM FUNCTIONS

If there are Modifier Sets assigned to an
item they will be listed on this page. You
will be unable to leave this page until you
have selected any required modifiers.

ADDITIONAL TICKET FUNCTIONS:

RECALL

This function opens the ticket function screen.

PRINT

This function prints the currently selected ticket.

VOID

This function voids the currently selected ticket. If the ticket was previously paid, a void slip will print in the kitchen.

SEARCH

Search options are available at the top of the screen. Held or completed transactions can be filtered as well as date
ranges. Select “Open” to re-open the selected ticket.

HOLD TICKET

The “Hold” function parks the transaction
for recalling at a later time.

Note: Holding a ticket does not automati­cally send the order to the kitchen. This
must be done manually on the Recall
screen.

TICKET FUNCTIONS

EMPLOYEE FUNCTIONS

DISCOUNT TICKET

This function will prompt to select a
discount that applies to the entire ticket.

EMPLOYEE FUNCTIONS

PAGE 4

PAGE 5

To access the Item Functions below, select an item from the ticket.

Technical Support: 877.275.0027 | www.harbortouch.com/support | [e-mail] Technical Support: 877.275.0027 | www.harbortouch.com/support | [e-mail]

1. The most common increments for cash
payment will be displayed at the
bottom of the ticket. These quick pay
options will include exact change as
well as the closest amount if paid in
singles, fives, tens, or twenties.
Selecting one of these options will
finalize the transaction and display
the change due. This method is com­ monly used for counter-based transac-
tions.

PAYMENT OPTIONS

2. Alternatively, you can select “Pay” on
the bottom of the ticket.

3. On the payment screen, shortcuts are
available on the left and right sides of
the number pad. The shortcuts or the
number pad can be used to enter an
amount if using multiple tender types.
Otherwise, selecting the tender type
without an amount will enter the exact
amount.

4. If “Credit” is selected, the system will
prompt to enter a credit card number.
Swipe the card or if necessary the
credit card number can be manually
entered using the attached keyboard.

5. “Force Authorization” allows you to
enter transactions taken while offline.
The credit card information can be
manually entered using the keyboard.

You will need to enter an Authorization
Code.

PAYMENT OPTIONS (CONTINUED)

6. If signature screen is enabled, the
system will prompt to enter the tip
amount after the credit card informa­ tion is entered.

EMPLOYEE FUNCTIONS

EMPLOYEE FUNCTIONS

PAGE 6

PAGE 7