INFRASYS CLOUD POS USER GUIDE Last Edit: [2021-02-04] Shiji Company Confidential & Proprietary
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 2 INTRODUCTION This documentation reviews the features and functions of the Infrasys Cloud POS system. AUDIENCE This guide is intended for end users who use the Infrasys Cloud POS system. REVISION HISTORY Date Edit By Description of Change 06-11-2020 Leah Weinberger Initial Document 06-19-2020 Leah Weinberger Updates for version functions 07-07-2020 Leah Weinberger Updates to functions 07-24-2020 Joel Carson Updates to details and screenshots. 07-29-2020 Joel Carson Added functions and Admin function locations 08-24-2020 Joel Carson Added and updated functions 12-07-2020 Joel Carson Added features for versions up to 1.2.43.0 02-04-2021 Joel Carson Added Refund Check from Previous Day
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 3 CONTENTS Front End POS Operations ...............................................................................................................................5 LOGIN/LOGOUT 5 MAIN SCREEN OVERVIEW 7 CHANGE OUTLETS 14 ROOM INQUIRY 16 CASH DRAWER ASSIGNMENT 17 OPEN CASH DRAWER 20 PAID IN/OUT 22 EMPLOYEE CARD ASSIGNED TO OTHERS 25 EMPLOYEE CARD SELF ASSIGNMENT 27 ITEM STOCK OPERATION 29 ITEM SOLDOUT 31 TEST PRINTER 34 RELOAD BUSINESS SETUP 36 RESTART PMS CONNECTION 37 TEMPORARY PRINTER OVERRIDES 40 TOGGLE ORDERING BASKET TO LEFT OR RIGHT 43 Ordering .........................................................................................................................................................45 BEGIN A CHECK 45 PICKUP A CHECK 47 ORDER ITEM WITH SEAT NUMBER 48 ORDER ITEM BY COURSE 51 REPEAT ITEMS 60 SEND CHECK 63 SCHEDULING ITEMS 65 SEARCH FOR AN ITEM 68 SEARCH FOR AN ITEM BY BIN NUMBER 71 INSERT ITEM 73 ITEM MODIFIERS FORCED 75 ITEM MODIFIERS OPTIONAL 78 ITEM MODIFIER CHANGES 81 CHANGE ITEM QUANTITY 83 TAKEOUT ORDER 86 MARK DELIVERED 88 RUSH ORDER 89 PANTRY MESSAGE 91 OVERRIDE ITEM PRICE 93 REFUND ITEMS 95 VOID ITEMS 97 VOID A CHECK 101 FAST FOOD/RETAIL MODE 106 Table Related Operations.............................................................................................................................112 CHANGE COVER (GUEST COUNT) 112 CHANGE A TABLE 113 SPLIT CHECK BY ITEM 116 SPLIT CHECK BY EQUAL AMOUNT 120
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 4 SPLIT CHECK SPECIFIC AMOUNT OR PERCENTAGE 125 SPLIT ITEM TO OTHER TABLE 131 SPLIT AND PAY 134 TRANSFER A TABLE 135 TRANSFER TABLE OWNERSHIP 137 MERGE TABLE 140 TRANSFER CHECK TO TARGET OUTLET 143 MERGE MULTIPLE TABLES 148 Check Operations.........................................................................................................................................152 CHECK INFORMATION 152 PRINT CHECK 154 CHECK LISTING 156 REPRINT RECEIPT 159 REOPEN A CLOSED CHECK 161 REFUND CHECK FROM PREVIOUS DAY 164 Settlement Operations.................................................................................................................................167 PAYING CHECK WITH CASH 167 PAYING CHECK WITH CREDIT CARDS 169 PAYING CHECK WITH MULTIPLE PAYMENTS 171 REPRINT A CREDIT CARD VOUCHER 173 ADJUSTING TIPS 174 GRATUITY 176 DISCOUNTS 179 SERVICE CHARGES AND TAXES 184 ADJUST PAYMENTS ON A CLOSED CHECK 188 TIP DECLARATION 191 TIPS TO OTHERS 193 Station Reports.............................................................................................................................................197 CASHIER FINANCIAL SUMMARY (END OF SHIFT) 197 REVENUE REPORT 200 ShijiCare - User Guide ..................................................................................................................................203 SHIJICARE PORTAL OVERVIEW AND FUNCTIONALITY: 203 NAVIGATING TABS AND ACCOUNT INFORMATION: 203
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 5 Front End POS Operations Login/Logout This section will explain how to login and logout of the Infrasys Cloud POS system. Login 1. Swipe employee card or Enter User ID & Password, then ‘Login’. Logout 1. On Table View or Card View screens, touch the ‘Exit’ button.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 6 2. To exit the program, click ‘Exit’ from the login screen. 3. Confirm by choosing ‘Yes’.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 7 Main Screen Overview This section provides an overview of the main screen. There are two ways to view orders, Table View and Card View. 1. ‘Table View’ represents how tables are arranged in the restaurant. Multiple screens represent different areas of the property, like the restaurant, bar, and patio.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 8
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 9 2. ‘Card View’ shows each table in a card format.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 10 a. If a check name is created that doesn’t exist on the ‘Table View’ screen, it can only be seen on ‘Card View’ screen. 3. The ‘Switch Info’ button allows you to toggle various check information, such as: a. Table Start Time b. Cover (Guest Count)
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 11 c. Check Total d. Server Name e. Guest Name f. Guest Room Number 4. Floor Plan Functions. The first 3 functions show on the main screen, select ‘More’ to see all functions. Keep this in mind when asked to go to the ‘Floor Plan Functions’ screen in this guide.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 12 5. This field indicates the outlet you are working in (Restaurant). This is also where you would change outlets, explained later in this guide.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 13 6. Search Table allows you to type in the table name to pick up a check or create a new one. Enter a table number in the text box, then ‘OK’ to pick up an existing one. If a table name that doesn’t exist is entered, that table will be created. Select ‘Open Check’ to see them in list view. Select the ‘X’ to exit this screen.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 14 4. Admin will bring up the administration functions broken up into subcategories. Many of these functions will also reside on the Floor Plan Functions screen or the Order Functions Screen. Change Outlets This section will explain how to switch outlets.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 15 1. Touch the name of the outlet you’re currently in. 2. Choose another outlet (Bar). 3. You are now in the new outlet (Bar).
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 16 Room Inquiry This section will explain how to perform a room inquiry on a guest. 1. From Floor Plan Functions select ‘Guest Lookup’. (Guest Lookup is also located at Admin > PMS Operation > PMS Enquiry.)
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 17 2. Type room number and select ‘Room Inquiry’ and guest information will populate. Cash Drawer Assignment This section will explain how to assign and unassign yourself to a cash drawer.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 18 1. From Floor Plan Functions select ‘Assign/Unassign Drawer’. 2. Select drawer 1 or 2. 3. Select ‘Yes’ to confirm.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 19 4. You are now assigned to drawer 1. 5. To unassign yourself, touch on your name. 6. Select ‘Yes’ to confirm.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 20 7. You are no longer assigned to drawer 1. Open Cash Drawer This section will explain how to open a cash drawer.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 21 1. From Floor Plan Functions select ‘Open Drawer’. (‘Open Drawer’ is also located at Admin > General) 2. Select drawer 1 or 2.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 22 Paid In/Out This section will explain how to do a paid in or paid out. 1. From the Floor Plan Functions Screen select ‘Paid In’ or ‘Paid Out’. The process is identical for each function. (‘Paid In’ and ‘Paid Out’ are also located in Admin > Business Operation.) 2. Choose a reason for the paid in.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 23 3. Type the amount, then ‘Enter’. 4. Type an option remark regarding the transaction, then ‘OK’.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 24 5. Confirm the transaction by selecting ‘Yes’. 6. The paid in is completed, select ‘OK’ to exit.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 25 Employee Card Assigned to Others This section will explain how to assign an employee card to another employee at a station. 1. From Floor Plan Functions select ‘Assign Others Employee Card Number. (‘Assign Others Employee Card Number’ is also located at Admin > General.)
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 26 2. Enter the employee number, then ‘OK’. 3. Swipe employee card. After the number populates in the text box select ‘OK’.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 27 4. Select ‘OK’. The employee can now use their new card. If they had an old card, it will no longer work. Employee Card Self Assignment This section will explain how to assign an employee card to yourself at a station.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 28 1. From Floor Plan Functions select ‘Assign Employee Card Number’. (‘Assign Employee Card’ is also located at Admin > General.) 2. Swipe employee card. After the number populates in the text box select ‘OK’. 3. You can now use the new card. If you had an old card, it will no longer work.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 29 Item Stock Operation This section will explain how to assign the number of available items to a menu item using the ‘Stock Operation’ function. 1. From Floor Plan Functions select ‘Stock Operation by Shop’ or ‘Stock Operation by Outlet’. ‘Outlet’ would be for just this restaurant, ‘Shop’ would be for all restaurants. (Both functions are also located at Admin > Stock.) 2. Select ‘Add Item’.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 30 3. Browse through the menu to add items to the list that you want to assign a quantity to, then ‘Confirm’. (Croissant and Choc Croissant) 4. Touch on the number under the ‘Self Stock’ column and change the quantity, then ‘Save’, then ‘Exit’.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 31 5. There are now numbers on the item button to indicate how many remain. As they are ordered the number will decrease. Once it gets to zero, they cannot be added to a check. Item Soldout This section will explain how to mark an item as sold out.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 32 1. From Floor Plan Functions select ‘Item Soldout by outlet’ or ‘Item Soldout by Shop’. ‘Outlet’ would be for just this restaurant, ‘Shop’ would be for all restaurants. (Both functions are also located at Admin > Stock.) 2. Select ‘Add Item’. 3. Browse to the items to add to the soldout list (Side – Muffin), then ‘Confirm’.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 33 4. The item will now a soldout item. When removing items from the soldout list, use the ‘Delete Item’ on this screen. Select the ‘X’ to exit this screen. 5. The sold out item is grayed out and has an x next to it, indicating it is unavailable to add to a check.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 34 Test Printer This section will explain how to test a printer. 1. From the Floor Plan Functions Screen select ‘Test Printer’. (‘Test Printer’ is also located at Admin > General)
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 35 2. Choose the print queue you wish to test. 3. If test is successful a test slip will print at the printers assigned to that queue. 4. Select ‘Cancel’ to exit.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 36 Reload Business Setup This section will explain how to reload business setup to sync all stations with the data on the local server. 1. From the Floor Plan Functions page select ‘Reload Business Setup. (‘Reload Business Setup’ is also located in Admin > Business Operation.) 2. Select ‘Yes’ to confirm the operation.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 37 3. Once reload is complete select ‘OK’ to proceed. The station will reload Infrasys for you to sign in again. Restart PMS Connection This section will explain how to restart pms connections.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 38 1. From the Floor Plan Functions screen select ‘Stop PMS Connection Program’. (‘Stop PMS Connection Program’ is also located in Admin > PMS Operation.) 2. Choose the PMS connection to stop. 3. Select ‘OK’ on the confirmation that it has stopped.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 39 4. Select ‘Restart PMS Connection Program’ from Floor Plan Function screen. (‘Restart PMS Connection Program’ is also located at Admin > PMS Operation.) 5. Choose the PMS connection to restart.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 40 6. A confirmation screen will inform that the connection has been restarted, select ‘OK’ to exit. 7. Perform PMS Enquiry (Guest Lookup) to verify you have a proper connection. Temporary Printer Overrides This section will explain how temporarily reroute items from one printer to another from the workstation. 1. From Floor Plan Functions select ‘Temporary Print Queue Override’.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 41 2. Permanent overrides will also be listed first. Select ‘Add Rule’. 3. Select the printer you wish to reroute.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 42 4. Select the target printer. 5. A new printer override rule is now listed. This will stay in effect until it is deleted from this screen, or the next business day.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 43 Toggle Ordering Basket to Left or Right This section will explain how to toggle the ordering basket to the left or right.. 1. From Floor Plan Functions select ‘Toggle Ordering Basket Left Right Location’.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 44 2. Select ‘Logout’. 3. Log back in and the ordering basket will be on the opposite side of the screen.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 45 Ordering Begin a Check This section will explain how to start a check or table. 1. A white table indicates that it is vacant and available to use. To start table 25 for 2 adult guests and 1 child guest, touch table 25 from either Table View or Card View screen.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 46 2. Enter the number of guests, also referred to as a cover count then select ‘Enter’. 3. The menu screen will appear with the ordering basket on the right. Above the ordering basket are table number and cover count.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 47 4. The child cover count can be seen by clicking ‘Whole Check’. ‘Back’ will return you to the check. 5. You have successfully opened a table. Pickup a Check This section will explain how to pick up a check.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 48 Considerations: In most cases, servers will only be able to pick up their own checks. They will not have access to other tables without manager approval 1. A blue table indicates a check has already been started. Touch a blue table to access it. Order Item with Seat Number This section will explain how to order items while using seat numbers. Considerations: If not using seat numbers, enter all items on the ‘Shared’ seat. 1. Touch the table you would like to start (10).
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 49 2. Enter the number of guests and click ‘Enter’. 3. Choose seat number (1), choose the menu (Food), choose the menu section, (Classics) then choose the menu item (Breakfast Sandwich). The Item is now ordered and listed under Seat 1 in the ordering basket.
For Support Issues go to: https://support-intl.shijigroup.com Call 404-948-4430 Option 2 for Infrasys Cloud Support Shiji Company Confidential & Proprietary – Infrasys Cloud POS Guide 50 4. Next, order an Item for Seat 2 using the same process. Choose seat 2, choose menu ‘Food’, choose the menu section ‘Classics’, then choose the menu item ‘Breakfast Burrito’. The item is now ordered and listed under Seat 2 in the ordering basket. 5. Once all Items are ordered select ‘Send Check’.