How To
This provides How To information to assist when familiarising oneself with Swiftpos Products and Features.
Indexed By Products & Features ▲ ▼
A ▲ ▼
Accounts ▲ ▼
- Examples In Touch
Administration ▲ ▼
Applications ▲ ▼
B ▲ ▼
Barrel Draw Promotions ▲ ▼
Bistro Tables ▲ ▼
Blackhawk Gift Cards / Vouchers ▲ ▼
- Activate/Issue/Load A Blackhawk Gift Card
- Cancel/Refund/Void A Blackhawk Digital Account Top Up
- Cancel/Refund/Void A Blackhawk Gift Card
- Manage Blackhawk Products
- Top Up A Blackhawk Digital Account
C ▲ ▼
Campaigns ▲ ▼
- Examples In Touch
- 5 Visits and receive a FREE Coffee Voucher
- Allow 1 Free Meal to Students per Day
- Buy 10 Coffees get FREE coffee Voucher
- Make 10 Purchases and receive 20% OFF any bottle of wine
- Make 10 Purchases and receive a Loyalty Rewards Voucher
- Make 6 Purchases and receive a 6 pack of beer FREE
- Reward Members for Visiting
- Spend $200 and receive 2 for 1 Meal Voucher
- Standard Drinks Limit
Card Masking ▲ ▼
Clerks / Staff ▲ ▼
- Add A Clerk/Staff Member
- Assign A New ID
- Assign A New PIN
- Change A PIN
- Clock In/Out
- Configure Card Masking
- Configure The Default POS Clerk
- Create A Clerk Group
- Create A Clerk/Staff Member Record
- Create A Clerk Security Group
- Enrol A Finger Print
- Hide The Clerk Login In Floor Plans
- Login/Log Off
- Plan For Security
- Preview Shift/Time Clock Data
- Print A Clerk Daily Report
- Print A Clerk Daily Summary Report
- Prompt For Cash Drawer Assignment
Combos ▲ ▼
- Examples In Touch
Customers / Members ▲ ▼
- Add A Member To An Order/Sale
- Add Images To Swiftpos
- Award Points to Customer/Members on Visitation
- Charge/Redeem To A Patron’s Account
- Configure Card Masking
- Declare Allergens
- Ensure Points Are Not Awarded When Redeeming Points
D ▲ ▼
Discounts ▲ ▼
- Examples In Touch
- Birthday Voucher At Reception
- Get 40% Off Over Multiple Purchases To A Max Of $25
- Make 10 Purchases and receive 20% OFF any bottle of wine
- Present Voucher and receive 20% OFF any bottle of wine
- Present Voucher and receive 24 pack Crown Lager for $35
- Reward Members for Visiting
- Spend $100 or more on any Main meal this weekend and get 10% OFF your next purchase
- Spend $200 and receive 2 for 1 Meal Voucher Spend $30 Get 4c Off Per Litre Fuel Discount
Doshii ▲ ▼
- Configure For A Data Only Type Integration?
- Configure For An Orders Type Connection?
- Configure For A PAT (Pay at Table) Type Integration?
- Configure For A PIP (POS Initiated Payment) Type Integration?
- Configure Venue Manager?
- Used In Touch?
E ▲ ▼
EFTPOS Peripherals ▲ ▼
- Add An EFTPOS Peripheral
- Configure EFTPOS Peripherals Using:
Events ▲ ▼
- Import Events
- Lock A Terminal To An Event Area
- Lock A Touchmini Device To An Area?
- Manage Area Types
- Manage Areas
- Manage Catalogues
- Manage Event Types
- Manage Events
- Manage Menus
- Manage Orders
- Manage Questions
- Manage Rules
- Print A Suite Daily Report
- Show Suites
Events Portal ▲ ▼
- Configure Venue Manager For Patron Logins
- Configure What Is Displayed In The Events Portal
- Display Questions In The Events Portal
- How To Register Attendance To A Session
- Manage Catalogues
- Manage Events
- Manage Events Portal
- Manage Menus
- Manage Orders
- Manage Questions
- Manage Rules
- Use Events Portal For The First Time
F ▲ ▼
Families ▲ ▼
- Add A Family
- Assign Products To A Family
- Delete A Family
- Manage Families
- Unassign Products From A Family
Floor Plans ▲ ▼
G ▲ ▼
Gift Cards ▲ ▼
- Manage Gift Cards
- Third Party Gift Cards
I ▲ ▼
Ingredients ▲ ▼
Integrations ▲ ▼
- Blackhawk Gift Cards/Vouchers
- Configure Card Masking
- Configure The POS API Interface
- Thirsty Camel Hump Club
- Vast Integration
- Vii
- XERO
- XERO Pro
- Zen Global
Inventory / Stock ▲ ▼
Items / Products ▲ ▼
- Add A Family
- Add A Surcharge PLU
- Add An Allergen
- Add Images To Swiftpos
- Assign Products To A Family
- Change The Image Of An Allergen
- Configure Ingredients/Nutrients On Product Labels
- Configure Products For Web Based Applications
- Create Post Links
- Declare Allergens
- Declare/Undeclare Product Allergens
- Delete A Family
- Edit An Allergen
- Manage Families
- Manage Ingredients
- Manage Nutrients
- Manage Product Notes
- Unassign Products From A Family
K ▲ ▼
Keyboards / Layouts ▲ ▼
- Add A Keyboard
- Add A Layout To A Keyboard
- Add A POS Key To A Layout
- Add Images To Swiftpos
- Add KVS To Touch
- Configure A Multi Link (#999) POS Key
- Configure A POS Key
- Create Post Links
- Set A Layout As Home/Master Layout
L ▲ ▼
Linkly ▲ ▼
Logs ▲ ▼
Loyalty Rewards ▲ ▼
M ▲ ▼
Media ▲ ▼
Member Portal ▲ ▼
Mix N Match ▲ ▼
- Examples In Touch
- Buy 1 for $40, Buy 2 for $76, Buy 3 for $90
- Buy 1 Kids Meal get 1 FREE
- Buy 1 Main Meal get 1 FREE
- Buy 1 Meal get an Entree FREE
- Buy 12 wines get 1 24pk carton of Beer FREE
- Buy 2 Bottles of Red Wine and get $10 OFF B
- uy 2 for $35 each and get a Rebate
- Buy 2 Main Meals get 1 FREE - Entertainment Voucher
- Buy 2 or more and get 20% OFF
- Buy 2 or more for $10.99 each
- Buy 3 for $60.00
- Buy 6 Bottles of wine and Get $1 OFF EACH
- Buy a 10pk and get FREE merchandise
- Buy a 4 pack and get 1 additional drink FREE
- Buy a 6 pack and get 1 bonus drink for $1
- Buy a 6 pack and get 1 bonus drink FREE
- Buy a 6 Pack and get 20% off a bottle of wine
- Buy a case of beer and get 1 FREE
- Buy a case of beer and get 20% OFF
- Buy a Coffee and a Muffin for $6
- Buy any case of wine and get 20% off any 24pk carton of Beer
- Limit to 4 alcoholic drinks per Sale
- Shopper Docket Deal - 1$ Coffee Wednesdays
- SMS Marketing Campaign Members of 50% OFF special
- Spend $100 and get 20% off any 24pk carton of Beer
- Spend $100 and get a 10 pack of Jim Beam & Cola for $20
- Spend $100 or more and receive a 6 pack of beer free
- Spend $200 and receive 2 for 1 Meal Voucher
N ▲ ▼
Nutrients ▲ ▼
Notes ▲ ▼
Notify ▲ ▼
- Access The Manage Orders Screen
- Add An Order
- Bump/Move An Order
- Configure Orders
- Disable Ordering
- Login/Log Off
- Manage Orders
- Manage Users
- Manage Wait Times
- Redirect Orders
- Remove Orders
- Search For An Order
- Use NOTIFY For The First Time
O ▲ ▼
Orders / Sales ▲ ▼
- Alert Kitchen Staff Of Special Requirements
- Apply A Sale Type To A Sale
- Change The Quantity
- Charge/Redeem To A Patron’s Account
- Create Post Links
- Display The Subtotal In An Alternate Currency
- Ensure Points Are Not Awarded When Redeeming Points
- Enter A Price
- Pay Using Cash
- Pay Using Doshii
- Pay Using Multiple Media
- Review Transactions
- Subtotal an Order/Sale
P ▲ ▼
Peripherals ▲ ▼
- Add An EFTPOS Peripheral To Touch
- Add KVS To Touch
- Configure EFTPOS Peripherals Using:
Profiles ▲ ▼
- Access The Configuration Tabs
- Clone A Profile
- Create A Profile
- Delete A Profile
- Enable/Disable A Profile
- Manage Profiles
R ▲ ▼
Reception Terminal ▲ ▼
- Configure Card Masking
- Examples In Touch
Registration ▲ ▼
S ▲ ▼
- Sales - Refer To Orders/Sales
- Self-Service
- SevenRooms
- Stock - Refer To Inventory/Stock
- Surcharges
- Swiftpos
- Swiftpos Admin API
Self-Service ▲ ▼
- Cancel/Restart An Order
- Configure Self-Service
- Create Post Links
- Lock Self-Service
- Navigate To Admin
- Pay For An Order
- Place An Order
- Start Using Self-Service For The First Time
- Timing Out Of An Inactive Order
- Unlock Self-Service
- Update An Order
- View An Order
- Example Of Using Self-Service
Surcharges ▲ ▼
Swiftpos ▲ ▼
- Authenticate A Venue With Swiftpos Cloud
- Import A Windows Authentication Certificate
- Onboard A Venue With Swiftpos Cloud
Swiftpos Admin API ▲ ▼
- Configure Venue Manager
- Obtain An Authorisation Token
- Obtain An Integrator Key
- Test Swiftpos Admin API
T ▲ ▼
TABs ▲ ▼
Tables ▲ ▼
- Configure Card Masking
- Configure Order At Table In Orderaway
- Finalise Tables to Cash
- Finalise A Table To A TAB
- Lookup A Table
- Open A Table
- Print Table Guest Bills
- Reopen A Closed Table
- Review A Table
- Save A Table
- Transfer A Table
Terminals ▲ ▼
Thirsty Camel Hump Club ▲ ▼
Touch ▲ ▼
- Access Logs
- Access The Tools Menu
- Activate/Issue/Load A Blackhawk Gift Card
- Add A Clerk/Staff Member
- Add A Keyboard
- Add A Layout To A Keyboard
- Add A Member To An Order/Sale
- Add A New Interface?
- Add A POS Key To A Layout
- Add An EFTPOS Peripheral
- Add Images To Swiftpos
- Add KVS To Touch
- Alert Kitchen Staff Of Special Requirements
- Apply A Sale Type To A Sale
- Assign A New ID
- Assign A New PIN
- Auto Redeem Stored Value Vouchers
- Cancel/Refund/Void A Blackhawk Digital Account Top Up
- Cancel/Refund/Void A Blackhawk Gift Card
- Change A Combo Item
- Change A PIN
- Change The Quantity
- Charge/Redeem To A Patron’s Account
- Clock In/Out
- Configure A POS Key
- Configure Card Masking
- Configure EFTPOS Peripherals Using:
- Configure The POS API Interface
- Create Post Links
- Declare Allergens
- Detect Allergens
- Display The Subtotal In An Alternate Currency
- Downsize A Combo Item
- Enrol A Finger Print
- Ensure Points Are Not Awarded When Redeeming Points
- Enter A Price
- Finalise Tables to Cash
- Hide The Clerk Login In Floor Plans
- Launch A Website
- Lock A Terminal To An Event Area
- Login/Log Off
- Multi Link (#999)
- Open A Table / Bistro Table / TAB
- Order/Sell The Default Combo
- Pay / Top Up An Account
- Pay Using Cash
- Pay Using Doshii
- Pay Using EFTPOS
- Pay Using Multiple Media
- Preview Shift/Time Clock Data
- Print A Clerk Daily Report
- Print A Clerk Daily Summary Report
- Print A Suite Daily Report
- Print Table Guest Bills
- Prompt For Cash Drawer Assignment
- Redeem A Thirsty Camel Hump Club Offer
- Reopen A Closed Table
- Reservations System
- Restart Windows from Touch
- Review A Table
- Review Transactions
- Run Touch As Administrator
- Save A Table
- Set A Layout As Home/Master Layout
- Show EFT User Interface
- Show Suites
- Shutdown Windows From Touch
- Subtotal an Order/Sale
- Top Up A Blackhawk Digital Account
- View Unprocessed Orders
- View Order History
- Upsize A Combo Item
- Vii Gift Cards
- Zen Global Frequent Shopper Offers
- Zen Global Gift Cards / Vouchers
Touchmini ▲ ▼
- Access The Configuration Tabs
- Activate a Swiftpos Location
- Add and Configure A Swiftpos Location
- Add The Touchmini URL As An App Icon
- Apply An Integrated Card Payment Discount
- Authenticate A Venue With Swiftpos Cloud
- Clone a Device
- Configure A Default Configuration
- Configure A Device
- Configure For Event Service Mode
- Configure For Receipt Printing
- Configure Products For Web Based Applications
- Create A Guest/Non-Member Member
- Create A Guest/Non-Member Classification
- Create And Manage Menus
- Create Post Links
- Delete A Device
- Enable/Disable A Device
- Group Orders
- Lock A Terminal To An Event Area
- Lock A Touchmini Device To An Area?
- Manage Devices
- Onboard A PAX Device
- Onboard A Venue With Swiftpos Cloud
- Print A Receipt / Tax Invoice
- Refund An Order/Sale
- Register A Device
- Reset A Device
- Sell A Package Of Products
- Support Guest/Non-Member Orders
- Transfer A Device Locked To An Event Area between Locations
- Transfer Devices Between Locations
- Use Touchmini For The First Time
- View Device Information
U ▲ ▼
Upsell ▲ ▼
In Touch ▲ ▼
- Examples In Touch
V ▲ ▼
Vast Integration ▲ ▼
Venue ▲ ▼
- Authenticate A Venue With Swiftpos Cloud
- Import A Windows Authentication Certificate
- Onboard A Venue With Swiftpos Cloud
Venue Manager ▲ ▼
Vouchers ▲ ▼
- Voucher Examples
- 5 Visits and receive a FREE Coffee Voucher
- Birthday Voucher
- Birthday Voucher At Reception
- Buy 10 Coffees get FREE coffee Voucher
- Buy 10 Free Schooner Vouchers
- Buy a Coffee and enter a random draw to receive a FREE Coffee
- Buy a Main Meal and get a Free Soft Drink or 50% Off a Dessert
- Drink Card Facebook Voucher
- Get 40% Off Over Multiple Purchases To A Max Of $25
- Issue a Free Coffee Voucher and deduct Member Points
- Issue a Poor Customer Service Voucher
- Issue a Thank You Voucher
- Issue Multiple Vouchers from one sale
- Limit Loyalty Points Build Up and Issue a Voucher
- Make 10 Purchases and receive 20% OFF any bottle of wine
- Make 10 Purchases and receive a Loyalty Rewards Voucher
- Make 6 Purchases and receive a 6 pack of beer FREE
- NSW Stimulus Vouchers - Dine & Discover, Stay and Parent Vouchers
- Play a Game of Golf and receive a Schooner of Beer FREE
- Present Voucher and receive 20% OFF any bottle of wine
- Present Voucher and receive 24 pack Crown Lager for $35
- Qantum Vouchers
- Random Entry Voucher at Reception
- Redeem Multiple Vouchers in one Sale
- Reward Members for Visiting
- Shopper Docket Deal - 1$ Coffee Wednesdays
- SMS Marketing Campaign Members of 50% OFF special
- Spend $100 and get a 10 pack of Jim Beam & Cola for $20
- Spend $100 or more on any Main meal this weekend and get 10% OFF your next purchase
- Spend $200 and receive 2 for 1 Meal Voucher
- Spend $30 Get 4c Off Per Litre Fuel Discount
- Spend $50 or more and enter a Random Draw to win 50 Loyalty Points
W ▲ ▼
Windows ▲ ▼
X ▲ ▼
Z ▲ ▼
Zen Global ▲ ▼
End of article ▲