Starter Pack POS User

Starter Pack POS User

Welcome to the HART Training Academy POS Super Guide! This guide aims to give you an overview of HART if you have never used it and walk you through the steps and processes you need to know to begin working with the HART POS system.

The guide is structured to link back to our training guides and includes worksheets for you to complete, helping you consolidate your knowledge as you progress. At the end, you’ll find a checklist to ensure you feel confident in each area and links to additional resources for further learning and skill development.

Let's get started!

TABLE OF CONTENTS

• How to create an order
• How to Cancel and Item from an order
• How to use the Discount options
• How to add guests seating
• How to Void a POS order
• How to close a House/ Complimentary order
• How to split and order between several guests
• How to change a wrong payment type on a closed order
• How to Cash Up

You will be issued with an operator code and an overwrite code by your manager. You need to enter this when starting an order or changing an existing bill once you have familiarised yourself with the layout reading this manual POS Walk Through. 

Logging into the HART Training System

Double click onto the HART POS app on your desktop if you are using a mouse, or single tab if you are on a touch screen. It looks like a blue bed with a red duvet.

The next screen will give you the option to log on to your training screen. Please tick 'I want a training Session' and then proceed with clicking on 'Login'. EXIT will close the screen down.

This will open the available Outlets for this till. These are indicated in Yellow. Simply tap on the one you wish to open.

HART Tip: Read the POS walkthrough Guide to familiarise yourself with the layout.

Chapter 1: Creating an New Order

This section focuses all areas creating a new order including:

• Adding a guests name
• Room number 
• Covers 
• Tables

Read this manual and then create a new order using your Worksheet to complete Chapter 1 before moving on to the next section. 

Chapter 2: How to Cancel an Item from an Order 

This section focuses on cancelling items from and order. 

• To cancel an item from an order, navigate to the order screen and select the item you wish to cancel.
• Click the "Cancel" button (usually shown as a trash bin or X next to the item).
• Confirm the cancellation in the pop-up window.

Read this manual and remove some items from the order you have just created. Use your worksheet to complete Chapter 2.

Chapter 3: How to Use the Discount Options

This section focuses on adding discounts to an order.

• Discounts can be applied by selecting the "Discount" button at checkout.
• Choose the type of discount (percentage, fixed amount, etc.) and apply it to the selected items or entire order.
• You can also create custom discount codes if applicable.

Now open this manual and try to apply a discount to the order you have created or perhaps create a new order so you can repeat chapter one. Use your worksheet to complete Chapter 3

Chapter 4: How to Add Guests Seating

This section focuses on adding 'seat' numbers to an order so the operator knows which item is to be served to which guests by seat numbers.

• To add guests seating, go to the seating management section and select the “Add Guests” option.
• Choose the number of guests and assign them to the corresponding table or area.
• This helps manage seating during busy times and ensures smooth service.

Read this manual and add seating to the items using your Worksheet to complete Chapter 4 before moving on to the next section.

Chapter 5: How to Void a POS Order

This section focuses on how to cancel an entire POS order.

• Open the POS system and navigate to the order you wish to void.
• Click on the "Void" button next to the order.
• Confirm the void request. This will cancel the order and refund the customer if necessary.

Read this manual, create a new order and void several items using your Worksheet to complete Chapter 5 before moving on to the next section.

Chapter 6: How to Close a House/Complimentary Order

This section focuses on closing orders that should not be paid for by guests. these could be complaints, owners dining or your sales and marketing department entertaining.

• To close a house or complimentary order, select the order from the POS system.
• Click the "Close" button and select "Complimentary" or "House" as the payment method.
• Confirm the details, and the order will be closed with no charge.

Read this manual and close an order to a house account using your Worksheet to complete Chapter 6 before moving on to the next section.

Chapter 7: How to Split an Order Between Several Guests

This section focuses on how to split an order between several guest because they might wish to pay for one items or an equal parts between them.

• From the order screen, choose the "Split Order" option.
• Select the items to be divided among the guests.
• Confirm the split and finalize each guest’s payment accordingly.

Read this manual and then create a new order or using one of your existing orders to split items between several bills using your Worksheet to complete Chapter 7 before moving on to the next section.

Chapter 8: How to Change a Wrong Payment Type on a Closed Order

This section explains how you can change a payment type on a closed order. Please note this only works before the outlet is closed for the day.

• To change a wrong payment type on a closed order, go to the order history and select the closed order.
• Click the "Edit" button, then select the correct payment method.
• Save the changes, and the new payment type will be applied.

Read this manual and then close and order. Now reopen the order and attempt closing it with a different payment type using your Worksheet to complete Chapter 8 before moving on to the next section.

Chapter 9: How to Cash Up

This section explains for to cash up your outlet and close it for the day. This should be done on a daily basis before end of day has been run. 

• Navigate to the cash-up section of your POS system.
• Follow the prompts to enter the cash and card totals for the day.
• Confirm and close the cash-up to generate a summary report for reconciliation.

Read this manual and attempt your first cash up on the training system.

Now repeat all chapters and test your knowledge!