KustomerKeeper User's Guide

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Table Of Contents
Table of Contents Page 1
Overview Page 2
Module Description Page 3 … 5
Settings Page 6 … 11
Vendors Page 12 … 23
Inventory Page 24 … 34
Purchases Page 35 … 46
Receiving Page 47 … 50
Staff Page 51 … 50
Customers Page 61 … 67
Sales Slip Page 68 … 92
Guest Check Page 93… 105
Tables Page 106
Reports Page 107 … 113
Calendar Page 114 … 121
Tills Page 122 … 123
Conclusion Page 124

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KustomerKeeper™
User’s Guide
Welcome to KustomerKeeper™. When you first launch the application, you will see
the window shown below. Tap the green “Begin” button to display the Email and
Password boxes. Enter the email address and password you used when your staff
profile was created. Tap the blue “Login” button to validate your ability to use the
application. If you are unable to access the application, contact your manager to
resolve your login issues. When you login successfully, you will see one of the
windows shown on page 3.

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For your convenience, KustomerKeeper™ employs twelve fully integrated modules to
allow you and your staff to focus attention on the task at hand without distractions.
Each window contains a home button as shown. Below to the left find the retail and
service business Home Window. The window below and to the right is used for
restaurants and bars that need to manage tables and booths.
Tap this button to open a window that provides direct access to all the other
modules. You will see this button on most of the windows throughout
KustomerKeeper™ .The modules organization maps the steps necessary to enter your
data.
In addition to the modules, KustomerKeeper™ provides a self-contained Gift and
Loyalty platform. You may use physical cards, or Virtual Account Numbers. Every
guest or customer who comes to your business can have a fully functional Gift and
Loyalty account in seconds. You are in complete control of the way your Gift &
Loyalty program functions.
The “Settings” module contains the fundamentals of your business. This module is
only available to company owners, or to staff members granted access.
Vendors are created next, so that your initial inventory reflects the source for your
products or services. Use the Inventory module to track all of the activities of your
goods and services. Other modules feed information to this module so you can
quickly evaluate your levels, profits, and travel rates.
The “Purchases” module manages your order flow and in conjunction with the
“Receiving” module feeds the incoming side of your inventory management.

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The next two modules manage your staff and customers. Both allow you to track
unlimited physical addresses, phone numbers, and social media accounts.
Use the “Staff” module to mange your Human Resources activities. You also use
this module to feed payroll, commissions and wages. You may also wish to track
other personnel issues such as disciple and terminations. You will also be able to
store resumes and employment eligibility forms.
The Customer module manages all aspects of your interaction with your customers,
including guest checks or sales slips, purchase history, and contact methods,
including their preferences as to contact methods. You can also track personal
biographical information, such as birthdays, anniversaries, or other special
occasions.
The “Sales Slip” module controls the way you track Sales Slips. For Restaurants,
this module is labeled “Guest Check.” During the set up procedure, you enter the
business type. When retail or services business are selected, the Sales Slip icon
appears. When any type of food service business is selected, the Guest Check icon
appears.
Tapping the Sales Slip / Guest Check icon presents you with a window that
resembles a standard Sales Slip. You may use either a bar code scanner, or a drop
down list to select an item. When an item is selected, all the details about the item
are entered into the Sales Slip / Guest Check automatically and a quantity of one is
auto entered. Based on the price of the item and the quantity sold, a total for that
item is calculated. Based on the sales tax rate entered during the initial setup, a total
for that line is calculated.
The Guest Check Icon opens the Manage Seatings Window. Use this window to
manage all aspects of your guest’s stay at your restaurant, including seating, meal
timing, bar bills, and final guest checks.
For restaurant business, the Tables icon in the lower right hand corner opens the
Tables module. Use this module to manage the number of rooms or seating areas
you have in your restaurant, as well as the number of tables in each room or section.
Each room or section may have an unlimited number of tables, although only thirty-
five are shown on the original window.
For restaurant business, the Tables icon in the lower right hand corner opens the
Tables module. For all other business types, this space will be blank.

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Tap the Calendar Icon to access your Calendar. You can use the calendar to
schedule appointments, reservations, staff, or the use of rooms for places like health
spas. You can also schedule appointments for individual stylists or practitioners.
View your appointments, by the day, week, or month.
One of the most powerful elements in the displays is the reporting module. Tap the
Reports icon to access the report selector. You can choose from Daily, Weekly or
Monthly reports. For those needing hourly reports, the feature may be deployed for
a small additional charge. Reports can be run immediately or be scheduled to push
to you the reports you need. Pushed reports are sent to you via email. You may
print the reports from the email attachments as needed.
The final module is used to manage cash tills. Use this module to provision and
calculate the cash needed to manage your business. Track when tills are distributed
and when they are returned. The perfect tool of managing your cash needs.
The following sections of this user’s guide will provide step-by-step instructions
and illustrations for using each module. When you have finished reading this
document, you will have a clear understanding of how KustomerKeeper™ works.
Use your iPad to gain hands on experience. By using this method, you activate all
of the learning centers of your brain. The purpose of this user’s guide is to make
sure you understand each module, and how each module fits into
KustomerKeeper™.

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On the following pages, you will find illustrations of the different windows found
in the “Settings” module. Each of the four windows displays different aspects of the
set up process. Stratus Development enters some of the information, such as
Gateway setup and Merchant Account set up and access to extra cost features. The
information you provide concerns data known to you, the merchant, about how
your business operations are to be organized, your resources, your receipts, and
your banking details.
The question mark in the upper right hand corner displays the technical support
number, 415-780-9734. Our support staff will answer any questions about
KustomerKeeper’s™ operation. The button in the upper left hand corner opens the
“Home” window. From the Home Window, you can access any other module in
KustomerKeeper™.
Tap the “Company Info” button to access the window you use to enter the
biographical information about your company. For a full understanding of this
window, see the next page.
Settings

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To add a logo to your company profile, tap the “Add/Change” button to display the
window used to add or change logos. Drag the image to the center of the picture
frame and drop it in place. Move or resize the image as needed. When you are happy
with the image, tap the green “Submit” button. When you use an iPad, use the “Select
Photo” button on the right to choose an existing file or photo. You may also use the
camera to capture a photo of your logo, or capture an image that you feel illustrates
your company. Tap the green “Submit” button to complete this action. Tap the red
“Close” button to continue your work.

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Your company information may have been entered during the set up of your
KustomerKeeper™. When your company information is blank, enter your company
name, street address and zip. Your City, State and Country will fill in automatically.
If you don’t see this information, check the zip code to be sure you entered the zip
code properly.
Enter your main company phone number and the email address you wish to use for
communication from your customers and from Status Development. Tap the red
“Close” button when you have finished the needed entries.
The next page displays the set up for retail businesses. The set up for restaurants is
displayed on the page following the retail set up page.
To view this window, tap on the top blue “Company Info” button. You will see
this window pop open to display the form shown below.

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Tap the blue “Preferences” button to display the window below. Use this section to
enter your business type and other needed information.
Enter the sales tax rate for your locality. KustomerKeeper™ uses this value to
calculate the sales tax on your Sales Slips or Guest Checks. For businesses that
print instead of emailing receipts, choose the number of copies of the receipts
you need. You may reprint a receipt at any time.
Tap the “Use Barcode Scanner” box to activate a barcode scanner for your data
entry of SKU numbers.
Tap the “Credits Require Manager” box to control how your company issues
credits. You may also set the length of time between a purchase and a return. If
a Sales Slip is older than the allowed time for credits, the credit function is
disabled.
Use the displayed auto Sales Slip Numbers, or select the number for the next
item. Tap the “Allow Tips” box to activate tipping. Tap the “Shipping” box to
add shipping to your sales slips. Tap the “Accept Gift and Loyalty” box to use
the built in Gift and Loyalty Platform. Tap the “Loyalty Percentage” box to set
your Loyalty level. That percentage will be automatically entered to all your
Gift account holder’s Loyalty balance. Tap the “Pay Commissions” box when
your business has commissioned employees. You may set the commission rate
for each person who earns commissions. This is done in the “Staff” module.
Enter your receipt messages for each receipt type. You may use the same
message for all transactions. Tap the red “Close” button when you have
finished your data entry.

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Below is the Resources window. Use this section to set up the resources you wish to
display one your calendar. Resources can be people on your staff, locations in your
place of business, such as treatment rooms for a Spa, or table numbers in a
Restaurant.
The list above displays a few of each of the resources shown. To automatically
add all members of your staff to the list, tap the “Create Staff Resources” button.
To add a single new resource, tap the “Create New Resource” button. Be sure to
fill in the resource type from the drop down list. Tap the gray arrow on the right
of the Resource Type box to display the list. Tap the red “Close” button when you
have finished creating new resources.

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Tap the “Merchant Info” button to view the window displayed below. Enter your
banking details, as well as existing Merchant Identification Numbers in the proper
boxes. This information is used to deposit and withdraw money from your
merchant account and to debit your account for your Stratus Development fees.
Money owed to your business from credit card activity and from electronic check
activity is deposited in the account shown here.
Tap the “Terminals” button to display the Credit Card Terminals and the Gateway
you use. This information is entered for you by Stratus Development and may not
be edited.
When you have completed this window, tap the red “Close” button in the lower
right hand corner. Then tap the “Home” button in the upper left hand corner to
view the home window. From the home window, tap the Vendor Button to
continue the initial set up procedure.

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Vendors
The Vendors module manages your relationship with the businesses that supply you
with the merchandise you sell. Five buttons on the left side of the window control
access to the information about your vendors. The first two, “Communications” and
“Addresses” are used to enter and edit information The next three, “Purchases”,
“Received”, and “Inventory Items” are used to view information about the items
provided by each vendor.
To create your first vendor, tap the “New Vendor” button. Fill in the company name
and the first and last name of the primary contact, if you know the name. Then tap
the submit button. When you enter this window by mistake, tap the red “Close”
button.

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To find a single Vendor or a list of Vendors, tap the “Find” button to display the
window shown below. The easiest way to find a single vendor is to enter the phone
number as shown here. The fewer boxes you use for a search, the more likely you
are to find the desired records. When multiple boxes are used only records matching
all boxes will be found. Tap the “Any” box to locate records that match ANY of the
boxes you select. Tap the green “Find” button to locate the record(s)you wish to
locate. To abandon your search, tap the red “Close” button to return to the previous
window.

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This search was designed to find Vendors from New York. To see an individual
vendor from the list view, Tap anywhere on the line containing the Vendor you
wish to view. You will then see a single Vendor as shown earlier.
In this example, the user decided to view the Nike record. Notice the directional
arrows aren’t shown. To see all your venders, tap the “Show All” button. You will
now see all of your Vendors, one at a time. On the next page, you will see the
directional buttons, along with a count of your Vendor records.

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You now see your vendors as individuals. Use the arrow keys to move through your
Vendors. To see your Vendors as a list, tap the “List” button.
To View an individual Vendor, tap in the row containing that Vendor.

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To edit a Vendor’s name or Primary Contact name, tap the pencil icon in the box.
Be careful when editing Company Names when goods or services using those
names have already be bought or sold. These edits are designed for spelling errors
or typos, or to change the name of the Primary Contact as needed.
Make the necessary edits and tap the green “Submit” button. Your changes
will be saved. If you don’t need to make changes, tap the red “Close” button
to continue your work.

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To add or change the logo, tap the “Add/Change” button on the right hand edge of
the window. To delete the photo, tap the “Delete/Retrieve” button. Tap the button
again to show the deleted photo.
Tap the “Select Photo” button to use a photo from your library when using an iPad,
or from your storage media, when using a computer. Tap the green ”Submit” button
when your selection has been made. When using an iPad, tap the “Use Camera”
button to take a picture of flat art or to take a photo to represent this company. You
may want to show a photo of the main contact. Tap the green “Submit” button when
your selection is compete

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From the Communications window, tap the green “New” button to view the window
shown below. You may add multiple points of contact for your vendor by tapping on
the “Communication” button and tapping the “New” button.
Tap the dropdown arrow to the right of the Type box. Choose the type of account
you wish to create. Fill in the account information and then tap the “Submit”
button. Tap the red “Close” button to continue your work.

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When KustomerKeeper™ finishes adding the new entry, your will see the results as
shown below. When you create an email address or a web address, you will see the
blue hyperlink. Tapping the hyperlink either creates a new email address or opens
the web page. There are no limits to the number of communication accounts you
may add. Tap the green “New” button in the upper right hand corner to create
another communication account for the same vendor. Tap the garbage can icon on
the right side of the record to delete the information. Tap the red “Close” button in
the lower right hand corner to complete the process.

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You may add multiple addresses for your vendor by tapping on the “Addresses”
button. Tap the Green “New” Button to create a new address record for this Vendor.
Tap the Red “Close” button if no data entry is needed.
Tap the dropdown arrow to the right of the Type box. Choose the type of
account you wish to create. Fill in the account information and then tap the
“Submit” button. Tap the red “Close” button to continue your work.

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When KustomerKeeper™ finishes adding the new entry, it automatically fills in
the city, state, and country when a valid US zip code is entered. There are no
limits to the number of addresses you may add. Tap the green “New” button in
the upper right hand corner to create another address record for the same
vendor. Tap the “Garbage Can” icon on the right side of the record to delete the
information. Tap the red “Close” button in the lower right hand corner to
complete the process.

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Tap the “Purchases” button to display the items you have bought from this
vendor. This window is used for viewing records, not for adding or editing them.
Use the Purchase Order module for managing the data entry of purchased items.
Tap the red “Close” button to continue your work.
Tap the “Received” button to display the items you have received from this
vendor. This window is used for viewing records, not for adding or editing them.
Use the “Receiving” module for managing the data entry of received items. Tap
the red “Close” button to complete your work.

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Tap the “Inventory Items” button to display the items you keep in inventory from
this vendor. This window is used for viewing records, not for adding or editing
them. Use the “Inventory” module for managing the data entry of inventory
items. Tap the red “Close” button to continue your work.

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Use the “Inventory” module to create and track the goods and services your
company sells. Specialized boxes will appear, based on your business type. Blank
spaces that appear in some windows are used for information that isn’t relevant to
your business type. Tap the “New” button. This creates a new record and prepares
you to enter the needed data.
Inventory

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Tap the arrow at the right of the new window to open the dropdown list
containing all your vendors. If you don’t see the vendor you need,
navigate to the “Vendor” module to create the new Vendor record. Return
to the “Inventory” module to continue the data entry process.
After picking the vendor from the dropdown list, create an SKU, or use the one
provided by your supplier for this item. You can use a barcode scanner to enter the
information. Create a description for the item. Keep the description brief, so it will
fit on sales slips or guest checks. Enter the category of your choice, the cost of the
item, the price you sell the item for, and the quantity you have in stock when you
implement KustomerKeeper™. This data is used to calculate the value and
profitability of the item, in conjunction with the sales slips, purchase orders, and
receiving records. You may also fill in the size and color of an item to track
inventory for non -financial purposes. If you need to track items by size or color, or
both, create a separate SKU for each item you wish to track. Tap the green
“Submit” button to add the item to your inventory. Tap the red “Close” button to

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To find a single item or a list of items, tap the “Find Inventory” button to display the
window shown below. The easiest way to find a single item is to enter the SKU. The
fewer boxes you use for a search, the more likely you are to find the desired records.
When multiple boxes are used, only records matching all boxes will be found. Tap
the “Any” box to locate records that match ANY of the boxes you select.
When one record is located, you will see the results as shown below.

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When your search locates more than one item, you will see them in a list view. Tap
on any of the light blue column headers to sort your list based on that header. Tap
the blue arrow on the right end of an individual row to view a single item.
To view all of your inventory items, tap the “Show All” button. You will remain on
the current record and you will have all of your inventory items available to view
one item at a time. Tap the “List” button to view a list of your inventory items.

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When viewing your inventory as a list, you can sort the list by tapping on any of
the light blue column headers. Here you see the list sorted by SKU. Tap the blue
arrow at the right of an item to see an individual SKU
To create a new Purchase Order for the item you are viewing, tap the “Add P.O.”
button. A new Purchase Order appears as shown on the following page.

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When KustomerKeeper™ has completed the process, you will see that a window
in “Purchases” opens to the “Purchase Order” window. The only information you
need to enter is the quantity ordered. Tap the Green “Submit” button to complete
the order for that item.
Below is the window you see after tapping the “Submit” button. You may add
the shipping cost to the Purchase Order, or tap the red “Close” button to
complete the Purchase Order. Tap the “Home” button and then tap the
“Inventory” button to continue entering inventory items.

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You have five buttons on the top of the “Inventory” window. Tap the “Details”
button to view the details of this item. The only box that is used for data entry is
the “Start QTY” box. Enter the quantity on hand for this SKU when to do your
initial set up. Tap the red “Close” button to continue your work.
Tap the “Summary” button to display a snapshot of this item’s performance. This is
a view only window. Tap the red “Close Button to continue your work.

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Tap the “On Order” button to display Purchase Order activity for this item. This
is a view only window. Tap the red “Close” button to continue your work.
Tap the “Sold” button to display Sales Slip / Guest Check activity for this item.
This is a view only window. Tap the red “Close” button to continue your work.
Tap the “Returns” button to display Credit Slip activity for this item. This is a
view only window. Tap the red “Close” button to continue your work.

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For restaurants, two additional buttons are used to describe an item. Use the
“Options” button to create the different options available for an item on your menu.
For the item shown here, Hamburger Deluxe, you have options at no cost, such as the
cooking temperatures, and items you charge for, such as avocados. To change the
order in which the options appear on your menu, change the numbers in the “Order”
box. This refers to the sort order, not to an order your guest places. Use your finger to
scroll the options list or to add additional options. When an option that has a cost, that
amount is added to your guest’s check. Tap the red “Close” button to continue
working. The rest of the buttons in this window operate as described in the earlier
pages of this section of your user’s guide.

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Tap the “Components” button to view or edit the components of your dish. This
window is used to keep track of everything you use to create your dishes. When you
add or subtract components, KustomerKeeper™ automatically recalculates the dish’s
cost. Using this method allows you to maintain a dish on your menu without the need
to create a new dish when only minor changes are made.
Tap the blue “Trash Can” button to remove a component from the dish. Tap in the
last row of the list to add a new component. You may change the quantity of a
component when you change a recipe without needing to reenter all the information.
Use your finger to scroll through your list of components. Tap the red “Close” button
to continue with your work. The

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Some specialized merchants require additional information to successfully manage
inventory. Below is the window used for Jewelry stores. When Stratus
Development enters your Merchant Settings, a merchant type is a key element of
the process. This special inventory window facilitates tracking the four “Cs” of
diamonds, Carat, Clarity, cut and color. In some jurisdictions country of origin is
also required.
Tap in any of the five boxes provided to add the description of the stone. A
dropdown list is provided for “Clarity” and for color to simplify data entry. Tap the
red “Close” box to continue your work.

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In the “Purchases” module, you will create and track purchases of your inventory
items. Each Purchase Order is used for only one vendor. You may purchase many
items from the same vendor on the same Purchase Order.
Purchases

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To add a new Purchase Order, tap the “Add P.O.” button. You will now see a
dropdown list of all your vendors. Select a vendor from the list. This action
assigns the new Purchase Order to the vendor selected. To view the Vendor’s
information, tap the blue “Vendor” button. You will be able to view the vendor
and make any changes needed to the Vendor’s record.
After you select a vendor, tap on the SKU box. A dropdown list of items for the
current vendor displays. Choose the item to be purchased, fill in the quantity and
tap the green “Submit” button. The cost will be shown in the next window. Only
enter the cost if it’s different than the last time you ordered this item from the
same Vendor.

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Below is the result of the addition of the item. Tap the green “Plus” button to add
another item to this Purchase order. Tap the red “Close” button to continue your
work.
When the new item has been added, tap in the “SKU” box to select the next item.
Fill in the quantity you wish to order, then tap anywhere on the window. Tap the
green “Plus” button to add another item or tap the red “Close” button to dismiss the
window and move to the next task.

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Tap the “Find” button to open the window shown below. You have two types of
searches. Tap the “Any” button when you wish to locate records that match any
information you enter in the boxes below. Tap the red “Close” button to return to
your work without locating any Purchase Orders.
In this example, you want to find all Purchase Orders from Lids, and also
Purchase Orders containing SKU 456231. Tap the green “Find” button to see the
results as shown on the next page.

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To sort your list, tap on any of the three column headings, your records will be
sorted based on your selection. To view any of the individual Purchase Orders, tap
anywhere in the row you wish to view.
When you select a row, KustomerKeeper™ locates the one record you selected, and
displays the item(s) ordered on that Purchase Order. Tap the red “Close” button to
continue working with your purchase orders.

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Tap the “Show All” button to display all your Purchase Orders. Note that when
only one record is in the found set of records, the directional arrows are hidden.
Tapping the “Show All” button displays the directional arrows with the current
record count, as shown below.

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Tap the “Receiving” button to display the receiving status for your Purchase Orders.
You will see a list of your Purchase orders and the receiving results. The methods
for receiving Purchase Orders will be covered in the “Receiving” module of
KustomerKeeper™.

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Tap the “List” button to view a list of your Purchase Orders.
Tap on any of the rows to view an individual Purchase Order. On the following
pages, you will see how the information for each Purchase Order is organized and
displayed. Tap on the light blue column headers to sort your list based on the
header selected.

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Tap the blue “Vendor button to display the detail for the vendor for each Purchase
Order. Tap the blue hyperlink “Vendor” button to view or make changes to the
vendor record for this Purchase Order.
Tap the “Home” button to view the “Home” window. Tap the “Purchases” button to
return to your Purchase Order module.

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Tap the blue “PO” button to display the PO window. Here you see the PO number’s
number, Date, Time, Clerk #, and Status. Tap the red “Close” to close this window
and continue with your work.
Tap the blue “New Item” button to display the window below. The Vendor, Date,
and Purchase Order number are automatically entered. Enter an SKU from the
dropdown list and then enter the quantity ordered. If your cost is different than the
last time you ordered, enter the new cost. Tap the green “Submit” button to add the
item to the current Purchase Order. Tap the red “Close” button” if no action is
necessary.

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Tap the blue “Ordered” button to view the items ordered on your Purchase Order.
When your Purchase Order contains more than five items, move your finger up or
down to view more items. To add shipping costs to the Purchase Order, enter the
amount in the box to the right of the “Shipping” label. To add a new item to the
Purchase Order, tap the blue “Plus” button in the lower left hand corner of the
window. Tap the red “Close” button to continue your work.
When you tap the green “Plus” button, a row for a new item is added to the window.
Fill in the SKU from the dropdown list. The description and the cost will
automatically appear after the SKU is selected. Fill in the quantity ordered and
change the cost if necessary. Tap the blue “Plus” button to add another item, or tap
the red “Close” button to continue your work.

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Tap the blue “Received” button to view the items you have received from the
current Purchase Order. This is a view only window. Tap the red “Close” button
when you have finished viewing your information.

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The Receiving module manages all activities for receipt of the goods you buy from
your suppliers. Tap the “Receiving” button on the home window to view your
ordered items that haven’t been received.
The three light blue hyperlinks, “Date”, “P.O.”, and “S K U” allow you to sort your
records as needed. In each case, the second sort is by Vendor. To receive an item,
tap on the hyperlink quantity ordered box.
Receiving

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When the blue hyperlink “Ordered” number is tapped, the dialogue box
shown below appears. Tap the blue “Accept” button to receive the
quantity ordered. Tap the “cancel” button and fill in the quantity received
when the quantity is different than the quantity ordered.
By tapping the blue “Accept” button, KustomerKeeper™ completes the receipt of that
item by entering the quantity received equal to the quantity ordered, fills in the
current date, and marks the item as complete, as shown below.

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To create a backorder, tap the “Cancel” button when the “ACCEPT” window
appears. Fill in the number of items received and then tap anywhere else on the
window. You will see the message as shown below.
Tap the “Back-Order” button to complete the backorder. The original order will
reflect the quantity actually received, show the current date, show a back order
quantity of 20, and be marked as complete. A new line item for the same Purchase
Order for 20 units is created, and yellow italicized notes are placed in the report to
make finding back orders simple.
When the backorders arrive, they are received just like any standard order. To undo
or remove the backorder, tap the light blue “UNDO” button.

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To remove the back order, tap the blue “Proceed” button. The back order will
be deleted, as you will see on the next page.

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Access to the Staff module allows individual staff members to view their own record
and make limited changes. Business owners have complete access to the module and
all functions. Access to KustomerKeeper™ is controlled here. When a staff member is
dismissed, unchecking the “Active User” box in the “Settings” window blocks the
dismissed staff member’s access to all your company’s data.
Tap the “Add” button to create a new staff member. Fill in the information needed
and then tap the green “Submit” button. The Setting window will open.
Staff

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Choose the type of staff member you are adding from the dropdown menu. When
you fill in the position, the Privilege Set automatically fills in, based on your choice.
When your business uses departments, fill in the department. The Location is based
on information contained in the Settings Module. Fill in the Government ID box,
based on the ID used when hiring the staff member. To give this staff member access
to the displays, tap the “Active User” box. KustomerKeeper™ automatically provides
a Staff ID. You may override this value to fit your company’s needs. Use the pop-up
calendar to fill in the date hired. Fill in the amount to be paid. When you pay
commissions, fill in the commission percentage from the drop down menu. Tap the
arrow next to the “Paid By” box to select the payroll schedule. If you accept
electronic Resumes, tap the green arrow (hidden in this view) to locate the document
on your storage device then follow the prompts to place the document. When you
have finished, tap the red “Close” button.

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Tap the “Find” button when you need to locate Staff records. You will see a window
that provides the find options. To find a single record, use either the email address
or the cell phone number, since these values are unique. To find a list of staff
members, the best option is the “Role” option.
Tap the box in the upper left hand corner to locate records that match ANY of your
requests. Otherwise, only records that match all your requests will be located. When
you have finished selecting your options, tap the green “Find” button. Tap the red
“Close” button to continue working without locating any records.

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Tap the blue arrow to the right of any row of the list to see an individual record.
Blank lines indicate information that has yet to be entered.
Tap the “Show All” button to display all your staff records. You will see them in the
“Form” window. Tap the “List” button to see a list of your staff members.

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Tap the blue “Communications” button to display the communication accounts and
contact numbers for your staff member. From this window, tap the green “New”
button to add a new “Communications” account.

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Tap the green “Submit” button. You may add an unlimited number of accounts.
For www and email account types, KustomerKeeper™ creates hyperlinks to
send an email message or open a web site. When the new account has been
created, you see all the contacts, with the latest account at the bottom. Use
the scroll bar on the right to view all the Communication accounts.

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To view or add physical addresses, tap the blue “Addresses” button. To add a new
address, tap the green “New” button to create a new address record for this staff
member.
When the window appears, tap the arrow to the right of the “Type” box to display
the dropdown list. Make a selection and then continue to add information as shown
below. Tap the green “Submit” button to enter the new address and to look up the
City and State for all USA addresses. Tap the red “Close” button to continue
working without adding a new address.

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When the new entry is completed, it is shown at the bottom of the list, complete with
the City and State. Use your finger to scroll the list when more than five addresses
are entered. Tap the red “Close” button to continue working.
To view a staff member’s time records, tap the blue “Time Clock” button. You will
see a list of the staff member’s log-ins, showing the week, the date and the hours
worked. The records are sorted from newest to oldest. Use the black scroll bar at the
side to move through the records. When you find a record missing a check out time,
speak with the staff member to correct the error. KustomerKeeper™ uses this
information to create payroll reports. Tap the red “Close” button to continue.

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Tap the blue “Human Resources” button to review a staff member’s employment
history. To add a probation report, tap the green “Plus” button. You will see a new
record in the last row of the box with the scroll bar. Complete the needed
information. You may write as much information as you need in the “Cause” box.
Tapping in the box will display the entire contents of the box.
Tap the calendar icon to the right of the terminated box to fill in the termination date.
You may type as much information as needed in the “Reason” box. After you have
terminated a staff member, be sure to tap the blue “Settings” button, and then tap the
“Active User” button to remove them as an active user of KustomerKeeper™. Be sure
the “Active User “ box is empty. If they attempt to log in, a warning messages
displays and KustomerKeeper™ closes without allowing unauthorized access. Tap the
red “Close” button to continue your work.

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Tap the blue “Forms” button to add or review your staff member’s employment
forms. The forms available will conform to local government requirements.
Tap the blue button corresponding to the desired form. You will then be able to
choose the form you need from your file storage and place it in the desired
location, as shown below. As an example, a W-4 form is shown. Tap the “Staff”
button to return to the Staff Window.

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Customers
Use the “Customers” module to manage all aspects of your company’s CRM. Your
first step is to add a new customer to KustomerKeeper™. This information will grow
as new activities occur. Tap the “Add” button to create a new entry. Type the needed
information in the boxes as shown. Tap the proper radio button when your customer
expresses a preference for your contact methods. Use this information for a more
powerful customer engagement with your business. For companies using the “Clubs”
feature, its use will be shown in the Addendum section of this guide. Tap the green
“Submit” button to complete the initial customer set up.
Tapping either edit button opens the same window. Make the needed edits, and then
tap the green “Submit” button to complete the edits.

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To locate a specific customer or group of customers, tap the “Find” button. The
best way to locate the customer is by using their phone number, since phone
numbers are unique. Enter the number in the “Phone” box, and then tap the find
button. You will see a single record. Tap the red “Close” button to continue
working without find any customer records.
To find multiple customers, use a search for a specific city, state or city and state.
The list below shows all the customers located in the State of New York. Tap the blue
arrow to the right of any row to view a single record.

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“Tap the “Add” button to create a new Sales Slip for the customer shown. You will
see a new Sales Slip with the customer you selected connected to the Sales Slip. Tap
the “Show All” button to view all contacts individually. To view your customers as
a list, tap the “List” button. Use the directional “Arrow” buttons to the right of the
“List” button to move from record to record.
Tap the light blue “Customer” button to return to the Customer record.

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Tap the blue “Customer Information” button to view and edit your customer’s
contact choices. Note the “Back to Sales Slip” button. This button appears when you
have used the light blue “Customer” button described on the previous page. Tap the
button to return to the Sales Slip you created for this customer.
Tap the blue “Contact” button to view or add contact information for your customer.
Find a full description of this section’s function in the “Staff” section of this user’s
guide on pages 50 and 51. Tap the red “Close” button to continue working.

65. 65
Tap the blue “Addresses” button to view or edit your customer’s address
information. A full description of this section is found on pages 52 and 53 of
this user’s guide.
Tap the blue “Purchases” button to view your customer’s Sales Slip activity. Tap
the red “Close” button to continue your work.

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For Companies using the Gift and Loyalty Platform, tap the blue “Gift /Loyalty”
button to display your customer’s accounts and activity. Tap the red “Close” button
to continue your work.
Tap the blue “Returned” button to view the individual items returned by your
customer. Tap the red “Close” button to continue with your work.

67. 67
For non food service businesses, the Sales Slip module is the heart of
KustomerKeeper™ In “Settings”, you selected to use or forgo a barcode scanner. In
this User’s Guide, you will see how to use this module without the scanner.
Information entered in this module drives others, such as “Inventory”, “Customers”,
“Purchases”, and “Vendors.”
When a new Sales Slip is created, you see the window shown below. Fist you will fill
in information about your customer. Tap on the blue “Existing” button to see a list of
your customers.
Sales Slip

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You may use the “Find” Button when you list is too long to scroll. Tap the arrow next
to the name of the person you wish to add to the Sales Slip.
Tap on the blue “Customer” next to the red “Sales Slip” button to view the
customer’s name, billing address, and email address. When the information is
correct, tap the red “Close” button. When you need to edit the information, tap the
light blue “Customer” under the word “Information”. You will see the window
shown on the next page.

69. 69
When you tap the ‘New” button, as shown on page 67, a window opens to allow you
to enter a new customer. Enter the first and last name for your new customer. Tap in
the “Billing Address” box and enter the address. KustomerKeeper™ sets the address as
the customer’s billing address, to be used for keyed or card not present transactions.
Tap in the “Postal-Zip City State Box. When you enter a valid USA Zip Code, the
city and state will automatically be entered. Tap in the “email” box to add an email
address. Tap in the “Mobile” box to add a mobile number. Tap the green “Submit”
button to enter the information for your new customer.
Make the necessary changes by tapping on the blue pencil “Edit buttons, or tap on
the blue “Contact” or “Addresses” to edit the needed information. Tap the “Back to
Sales Slip/Guest Check” button to return to the current Sales Slip.

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Tap on the red “Sales Slip” button. Fill in the till number you will use from the drop
down list. When you fill in the number, “Till #” turns blue. Up to six clerks can be
added to a Sales Slip. Tap the arrow to the right of the “Clerk 1-3 box. Select the
name of the first clerk for this sales slip. The red “Sales Slip Button will turn blue. A
second box appears to allow for an additional clerk. When the second clerk is added, a
third box appears. Tap the red “Close” button when all needed clerks have be added.
Tap the blue “Sales Slip button to later add more clerks or view the information for
this Sales Slip.

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To add an item, a customer has selected to a sales slip, tap on the item. A quantity
of 1 is automatically entered, as is the price of the item from your inventory.
Change the quantity and price as needed. When the first item is added, your
payment methods appear in the lower left hand corner of the window.
To show items from one category, tap on the arrow to the right of the “Categories”
box. You will see a list of categories, Choose the one you need. To remove at item
entered in error, tap on the blue “Trash Can” to the right of the item to be removed.

72. 72
To accept payment with a Credit Card, tap the “Credit Card” button. You will see
the window below. The Customer’s name and email address appear. If the mail
address wasn’t entered when the Customer record was created, you can fill in the
email address in the box under the “Email” label. Tap the “Sale” button to begin
processing the payment.
When the sale button is tapped, a message is sent to your credit card terminal
containing the transaction type and the amount. Enter the card information via Mag
Stripe, EMV or NFC. The information is sent to the processor and then returned to the
terminal. The terminal sends the message to KustomerKeeper. The windows on the
following pages show you how to complete the transaction.

73. 73
The window below displays the results of the transaction. Hand the iPad to your
customer to approve and sign the receipt. After the signature, the customer taps the
blue “Accept” button in the upper right hand corner of the window.
In the window below, you see the results of the transaction. For businesses using the
CloudTouch system, a button will appear to allow entry of the loyalty transaction.
Tap the green “Add Loyalty” Button”. The window below to the right appears.
Have you customer enter and confirm the pin code that was created when the account
was opened and then tap the blue “OK” button. You will see the window shown on
the following page.

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When the Pin Codes match, the “Match Confirmed” message displays. Tap the green
“Add Loyalty” button. When the pin code matches the code on file, you will see the
window on the right below. It’s not necessary for the customer to sign this receipt.
You can then print or email the receipt, or do both by tapping the proper button.
The receipt to the left will be
emailed to your client. The photo
at the top was inserted during your
initial set-up. The Center section
contains the results of the Credit
Card Transaction. The bottom
section shows the items bought,
the tax and the total. This makes
this receipt more valuable to your
customer, since it contains all the
original information found on the

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To accept a cash payment, tap the blue “Cash” button to display the window below.
Fill in the amount tendered. The change amount calculates automatically. Tap the
Green “Submit” button to complete the transaction. Hand the iPad to your customer
to obtain a signature and then create the desired receipt. Follow the instructions for
completing a Credit Card sale found on page 73 to complete the cash sale.
To accept a Gift Account payment, tap the blue “Gift” button to display the window
below. Your customer can choose to pay with either the Gift Balance, or the Loyalty
Balance. Partial Payments are accepted. In this case, the full payment was made
using the Gift Balance. The Account number ending is 05 was chosen by tapping the
blue arrow to the right of the desired account number. Hand the iPad to your
customer to fill in the pin code connected to the chosen account. Tap the blue “OK”
button to view the window shown on the next page

76. 76
Tap the green “Redeem Gift” button as shown on the screen to the left below.
When the transaction completes, you will see the screen to the right below. Ask
you customer to sign the receipt. The procedure is the same as shown on page 73.
Tap the blue button corresponding the desired receipt delivery. Tap the green
“Add Loyalty” button to add your Customer’s earned loyalty. Tap the yellow
“Void” button to void the transaction. Use the same method to redeem Loyalty
amounts.
When the loyalty amount has been added, you will see the window shown below. No
signature is required. You may obtain the signature to meet your businesses
procedures. No receipt is necessary, though you may choose to send one. Tap the red
“Close” button to return to your work.

77. 77
To pay with an electronic check, tap the blue “Check” button. Enter the name as it
appears on the check. Enter the Bank name, routing number, account number and
check number. Select an account type from the drop down menu. Some processors
require a Driver’s License number and State. Tap the green “Sale” button to process
the payment.
When the transaction is approved, you will see the window below. Hand the iPad to
your customer to obtain a signature and send the desired receipt. When you use
CloudTouch, tap the green “Add Loyalty button to reward your customer. The
process is the same as for the other payment options.

78. 78
Tap the “Find” button to locate a single or multiple Sales Slip(s). To find a single
Sales Slip, it’s best to use only the “Number” box. When you want KustomerKeeper
to locate records that match ANY of your selections, tap the “Any” box. When you
want KustomerKeeper to find ALL your selections, be aware no Sales Slips will be
located unless every selection made matches. The fewer search options you use, the
better your opportunity to find the Sales Slips you desire.
When you locate multiple records, you will see a list of Sales Slips. Tap on the light
blue column headers to sort your list by the header selected. Tap on the row
containing your selection. You will see the individual Sales Slip.

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You will be able to create a credit memo after the Sales Slip has been fully paid.
Payment results appear at the bottom of the sales slip. Tap the “Credit” button to
create a credit memo. View the results on the following page.
When you locate a single Sales Slip, you will see the window that shows the
information confirming the details. Be sure you have added your name to the Sales
Slip so your sales can be tracked. When more than one person is involved with the
sale all names should be added.

80. 80
When the credit is created, all items from the original Sales Slip are added be sure to
give the refund with the same payment method and account that was used to pay for
the items. Tap the blue “OK” button to continue with the credit.
To issue a credit to a credit card, tap the red “Credit Card” button. The amount to be
credited is automatically entered. Tap the Green “Credit” button

81. 81
Hand the iPad to your customer and have them sign the receipt. Choose the method
for producing the desired receipt type(s). When your business uses CloudTouch, tap
the green “Refund Loyalty” button to refund the loyalty credited during the original
sale. Tap the red “Close Button when your company doesn’t use CloudTouch.
Hand the iPad to your customer to fill in the Pin Code for the account to be used
for crediting the Loyalty. Then tap the “OK” button. You will see the window as
shown on the right below. Tap the green “Refund Loyalty” button to reduce the
Loyalty balance by the amount being credited

82. 82
You will see the results as shown below. Send a receipt if requested by tapping one
of the three blue receipt buttons. Tap the red “Close” button to continue your work.
Tap the red “Cash” button to issue a cash refund. You will see the amount to be
refunded. Tap the green “Submit” button to process the refund. Give the iPad to your
customer to sign the receipt, and send the receipt in the manner requested by your
customer. Hand your customer the cash. When you use CloudTouch, tap the green
“Refund Loyalty” button.
Give the iPad to your customer to provide the pin code and confirmation. When the
match is confirmed, tap the green “Refund Loyalty button to complete the
transaction. No signature is needed on the Loyalty Refund receipt. You will see a
window like the one on the top of this page.

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Tap the red “Gift” button to refund funds to either the Gift or Loyalty section of your
customer’s Gift Account. Both processes work in the same manner. The example
below is a refund to the Gift section. You may also issue a customer a Gift Account,
if your policy is not to issue refunds, but to issue store credits. You will see the
window below. Choose the account that was used for the original purchase. Hand the
iPad to your customer to fill in the pin code. Tap the blue “OK button to move to the
next window.
Tap the green “Refund Gift Value” button. Hand the iPad to your customer to sign
the receipt and select the delivery method. When you use the Loyalty section of
CloudTouch, tap the green “Refund Loyalty” button to refund the Loyalty amount
earned with purchase being refunded.

84. 84
Hand the iPad to your customer to enter the pin code as shown in the top right-hand
photo on page 82. After the pin code has been entered, tap the green “Refund
Loyalty” button. You will see the window as seen below to the right. No signature or
receipt is needed. Tap the red “Close” button.
When the transaction is complete, you will see the window below. Tap the
blue “New Slip” button at the bottom of the left hand button display.

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Use of the blue “Find Button is described in detail on page seventy-seven of
this guide. Tap the blue “Add” button to add a new Customer or an existing
Customer to the Sales Slip. There are no directional buttons, since you are
viewing a single Sales Slip. Tap the blue “Show All” button to view all of your
Sales Slips and to see the directional arrows that allow you to move to the next
or previous record. Use the blue double arrow buttons to move to the first or the
last of your Sales Slips. Use the blue “List” button to see your Sales Slips as a
list.

86. 86
Below is a list of Sales Slips. Tap on the blue arrow to the right of any sales slip to
view that Sales Slip. Use the “Find Button to find a smaller list of Sales Slips Tap on
any of the light blue column headings to sort based on the heading selected.
To add items to your Sales Slips, when not using a barcode scanner, tap on the item
your customer wishes to purchase. Continuing adding items to the Sales until you
have finished adding items for your customer.

87. 87
To show only items that match a specific category of your inventory, tap on the
arrow to the right of the “Category” box to display the drop down list as shown. In
this example the category “Hats” is chosen.
To continue, choose the next item your customer selects. KustomerKeeper™ adds the
item and updates the totals as shown. To continue, chose the next item.

88. 88
When you choose an item by mistake, tap the blue trash can icon to the right of the
item line to remove the item from your Sales Slip.
When the item is removed, the Sales Slip recalculates as shown below.

89. 89
This module covers the procedures for managing Guest Checks is restaurants, from
the time your guest is seated until the bill is paid. To begin, tap the “Guest Check”
button on your home window. You will see the “Manage Seating” window. This
window serves multiple purposes. It provides the means of defining the seating, by
accepting the number of guests at a table, the table number, which helps the host to
manage where and when guests are seated, and payment options, by determining the
number of individual payments your guests wish to make. One or more patrons may
pay the Guest Check, by using one or more payment methods
Multiple servers may be assigned to each table. This allows for equitable division of
tips. A server, expediter, manager or host can quickly assess the progress of the meal
by viewing the blue “Status” tab.
Using the blue category buttons located at the bottom left of the window filters menu
selections. The same tool is used to view a guest check to validate items your guests
order.
Buttons and boxes shown in red must be filled in for any items can be ordered. When
the proper information has been entered, the red buttons turn to the system blue and
the red letters turn to white. The Guests window displays guests seated at a table, as
well as the guest who will be paying all or part of a check. The Servers window
displays the names of up to six servers who will share in the tip, and the number of
the till being used for cash management.
Guest Check

90. 90
Tap the “New” button to create a new seating record. Tap the arrow to the right of
the “Table” box to assign a table to this Seating. Tap the “Guests” box to select the
number of guests at the table.
Tap the “Find” button to locate a “Seating” or a group of “Seatings”. Tap the “Any”
box to have your search locate Seatings that match ANY of your search requests.
Otherwise, the request much matches ALL your search requests. Tap the green
“Find” button to locate the set of records you selected. Your results will be shown to
you as single record. To view all your “Seatings”, tap the “Show All” button. Tap
the red “Close” button to return to the previous window without searching for any
records. Tap the “List” button to view a list of your Seatings. Tap the “Orders”
button to check the progress of each category of items through the Kitchen.

91. 91
Tapping the “List” button produces the results shown in the top window on this page.
You will see your Seatings showing you the progress of the table and the progress of
the orders for each Seating. Tap the “Seatings” button to return to the previous
window.
Tapping the “Orders” button opens the window below. Tapping in the dark blue
boxes enters the time that each item is ready for pick up. The result will also display
in the window above.

92. 92
Tap on the arrow to the right of the “Table” box to display a pop-up menu of your
table numbers and choose the appropriate table number. Tap on the arrow to the right
of the “Guests” box to display the pop-up menu. KustomerKeeper ™ allows for up to
sixteen guests at Seating. Multiple tables may be combined to accommodate a large
party. Before taking an order, ask your guests how they wish to divide the bill. Use
the “Checks” box to create a new check for each guest our group of guests.
Tap the blue “Servers” button to add the server to the Guest Check. Tapping on the
server’s name adds them to the Seating Record. You may add up to six servers to
this seating. KustomerKeeper™ will then split the tip based on the number of servers
who help with this Seating.

93. 93
Tap the blue “Guests” button, to select the guest for payment or add guests to the
table. When a Guest is new to your business, tap the blue “Add” button to create a
new Customer record. The most important information is the name. You may fill in
all the boxes as time permits, or return to complete the process at a later time. When
you hit the green “Submit” button, you will be return to the previous window. Your
new guest will appear in the popup menu and be added to the Guest Check .

94. 94
To take a customer’s order, select a check number from the dropdown list. Select the
category using one of the twelve category selectors using the blue button in the
bottom left hand corner of the window. In this example, the “Appetizers” category
was chosen. The left side of the window displays the items available. Choose an
item by tapping on it. You will see it displayed on the customer’s check as shown
below. A quantity of one is entered automatically. You may adjust the quantity
ordered by tapping the arrow on the right of the quantity box and selecting the
desired quantity. Tap the “Special Instructions” box to add a guest’s specific request
for this item. Tap on the green “Orders” button to the right of the selected item to
send the order to the Kitchen. The green button disappears and the text shifts from
red to black. Tap one of the Category buttons to view other menu items. Select the
next item to continue with this check or tap the arrow next to the “Check #” box to
add a new check, or work with a check created earlier. To delete an item entered in
error or when a customer changes their mind, tap the blue “Trash” icon to remove
the item.

95. 95
The Hamburger Deluxe has been added to the check. This item has various options.
To view and select an option or options, tap the white and blue “Options” button on
the right of the item. This button appears only when options have been defined in the
creation of an Inventory item.
Tapping the “Options” button displays all the options available. Tap in the small
boxes on the left of the list to select the item. Some options have extra costs
associated.

96. 96
When an option is added to an item, the option appears in the special instructions box.
When a cost is associated with an option, the cost is added to the price of the item. On
the previous page, the price of the Hamburger Deluxe was $16.80. When the
Avocado option is selected, the price increases to $17.80.
To see only one category at a time on a check, tap one of the picture category selector
buttons. In this case “Meat” was tapped. This allows a server to quickly verify that
the proper items have been ordered. Tap the “All” button to view the entire order.

97. 97
At times, you are asked about the ingredients of a dish. This is important for guests
with food allergies. Tap the white and blue “Ingredients button to display this
information. Tap the red “Close” button to continue with the order.
One of your guests wishes to treat everyone to dessert and has asked for a separate
check. Tap the arrow to the right of the “Checks” box to display the popup menu and
select the number two. Add each item as shown. To see the first check, select the
number one from the popup menu.

98. 98
Tap the blue “Status button to track the progress of the Seating. When your guests are
seated, tap the “Seated” button to begin the timing of this Seating. The information
entered here is used to analyze the performance of the staff. The buttons and boxes in
the left column manage the time of the orders and the buttons and boxes in the right
column manage the time items are served. Tapping the light blue labels automatically
enters the current time. This information helps servers manage the timing of the meal.
Tap the red “Close” button to return to the previous window.
Tap on the blue “Total Bill” button to view all the checks and payments for the
current Seating. In this example, you have two checks. When you are ready, settle
each check. Tap on the blue “Guests” button to select the guest who will be paying
the check chosen as shown on the next page.

99. 99
Give the iPad to your guest to enter the Tip. Thus guest tapped the blue 20% button.
The tip of 7.71 appears and the total to be paid goes from $38.56 to $46.27. Tap the
green “Sale button to process the transaction.
Tap the arrow to the right of the “Checks” box. Select the Check # your guest wants
to pay and select the number splits to apply. Tap the “Settle” button to display the
payment methods you business uses. Tap the desired method. In this example, the
“Credit Card” method will be used.

100. 100
You will see the “Transferring” message. This lets you know your Credit Card
Terminal is ready to be used. You may use the mag strip reader, the EMV slot, or
the tap option for your customers who wish to pay with their smartphones. In this
case, the card was declined. Note the error message places the responsibility for the
decline on the system. This is done to save your guest from embarrassment. When
there is a real problem with the customer’s financial institution, they can phone to
clear the problem. Otherwise, they will provide a different payment method. To
resubmit, tap the OK button and then tap the green “Sale” button to try again.
A successful transaction returns the window below. Produce the desired receipt(s).
Tap the red “Close” button. You are now ready to settle the next part of this Seating.

101. 101
Tap the blue “Total Bill” button to confirm the results of this transaction. You will see
that the amount outstanding on the bill has been reduced by the payment amount and
the tip has been added to the “Tip” box. Tap on the blue arrow to the right of any
payment to view the original customer receipt window. Tap the red “Close” button to
continue your work.
Cash paid the second split of this check. Enter the amount your guest gives to you in
the “Amount Tendered” box. You will then see the amount of change to give your
guest. In many cases, you will receive all the change as your tip. In this case, you are
given a $9.57 tip and the guest receives change of $10.00. Enter the guest’s name
and email address, so the receipt can be sent to the proper email address. Tap the
green “Submit” button to complete this payment.

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KustomerKeeper™ displays the completed receipt window. No signature is needed for
cash receipts. Tap the blue email button to send the receipt to your guest, tap the blue
print button to print a paper reciept, or tap the blue “Both” button to send and print the
receipt for your guest. Tap the Green “Add Loyalty” button to credit the loyalty to
your guest’s Gift Account. See pages 81 and 82 for a complete description of this
procedure. Tap the red “Close” button to continue working.

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Tables
Tap on the “Tables” button from your “Home” window to access the “Tables”
module. This module allows you to set up the rooms in your restaurant and the tables
located in each room.
Tap the blue “Add Room” button add an additional room to your seating set up. Tap
the blue “Add Table” button to create a new table for the room. The table number is
automatically entered when you create a new table. Add the table’s capacity.
KustomerKeeper™ supports up to sixteen guests at a “Seating”. You may have as
many tables and sections as you need in any one room. Tap the blue directional
arrows on the right of the window to move from room to room.

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Reports
The reporting module allows you to choose one of sixteen reports, consisting of
eight Detail Reports and eight Summary Reports. Customize your selection by
creating a daily, weekly or monthly report. For those needing to view reports on an
hourly basis, contact Stratus Development to unlock this feature. Reports not
shown may be created and customized for your business needs. When you first start
using KustomerKeeper™, there won’t be sufficient data for monthly reports until
you have used it for at least thirty days. When you start your use, after the first day
of the month, you may be able to generate partial monthly reports. Customized
reports are available for a one-time cost of $250.00 for each report’s integration to
your version of KustomerKeeper™.
Below is the Report Selector window. Tap one of the blue buttons to display the
reports available Daily, Weekly, or Monthly.

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To select a report, tap the grey arrow to the right of the dark blue. In this example,
we have chosen to view a Daily Report. Tap on the grey arrow to the left of the blue
box. Select the report you wish to view. Select the date for which you wish to see
your report. The graphic to the right of the window displays a view of the report
Tap the blue “Run (Name of the report) Report Now” button to create and view the
report you selected. If no data matches your selection, you will be show a message
and then return to the “Report Planner” window.

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You will see the report on your window. Tap the “Continue” button in the upper
left corner of the window. The report will now be emailed to your company
email address.

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Tap the “Activate Daily Schedule” button to display the automatic reporting options
for a report. Select the days you want the report to run. Then select the hour of that
you wish to receive this report. The reports will be emailed to your “Company
Email” address for the time you select. You may change your selections at anytime.
Tap the red “Close” button to select a different reporting period, or choose another
Daily report from the drop down list in the dark blue box.
While in the Weekly window, tap the grey arrow on the dark blue “Select Report”
button to choose a report. Tap the grey arrow to the right of the “Select Week”
button to select the week of the year for your report. Tap the “Run (Name of
Report) Report Now” button to view your report wish to have the report run. Tap the
“Run This Report Now” button to view a current report.

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You will see the report as show below. Use your finger to scroll through the report.
Tap the “Continue” button in the upper left had corner to close the report and have it
emailed to you. You will be returned to the Report Planner Window, showing the
Weekly report selections.
Date Card Type AmountApproval CodeSlip/Check
Continue Credit Card Report Detail
Sep 16, 2015 5918 American Express $201.19237338&U
Sep 16, 2015 5919 American Express $0.00237356&U
Sep 16, 2015 5920 American Express $0.00237792&U
Sep 16, 2015 5921 American Express $24.47237800&U
Sep 16, 2015 5922 American Express $38.01
Card Type Subtotal:American ExpressCard Type $263.67
Sep 16, 2015 5922 Discover $38.01237802&U
Sep 16, 2015 5923 Discover $201.19237834&U
5926 Discover $24.47
Card Type Subtotal:DiscoverCard Type $263.67
Sep 16, 2015 5912 MasterCard $165.84237224&U
Sep 16, 2015 5924 MasterCard $38.01237836&U
Sep 16, 2015 5925 MasterCard $201.19237838&U
Sep 16, 2015 5926 MasterCard $24.47237844&U
5927 MasterCard $543.75
Card Type Subtotal:MasterCardCard Type $973.26
Sep 16, 2015 5915 Visa $165.84237288&U
Sep 16, 2015 5916 Visa $407.81237292&U
Sep 16, 2015 5917 Visa $38.01237304&U
Sep 16, 2015 5918 Visa $201.19
Sep 16, 2015 5920 Visa $0.00
Sep 16, 2015 5923 Visa $201.19
Card Type Subtotal:VisaCard Type $1014.04
Date Subtotal:Date $2514.649/16/15
Sep 17, 2015 5927 MasterCard $543.75253764&U
Card Type Subtotal:MasterCardCard Type $543.75
Date Subtotal:Date $543.759/17/15
Grand Total: $3058.39
Tue, Sep 22, 2015 Page 1

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From the “Monthly” window, tap the arrow on the blue “Select Report” button to
choose a monthly report. Tap the “Select Month” button to choose the desired month.
Tap the “Run This Report Now” button to view a current report.
You will see the report as shown below. Use your finger to scroll through the
report. Tap the “Continue” button in the upper left had corner to close the report
and have it emailed to you.

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Tap the arrow on the blue “Select Report” button to choose a report. Tap the
“Activate Monthly Schedule” button to display your selections. Choose the day of
the month for the report you wish to use to have the report run. Tap the “Run This
Report Now” button to view a current report.
You will see the report as show to the right. Use your finger to scroll through the
report. Tap the “Continue” button in the upper left had corner to close the report

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Calendar
Tap the “Calendar” button in the home window to display your calendar in the
“Schedule” window. The top row contains the names of your resources. In this
example, you see the names of people who are service providers, such as hair stylists
or spa providers. It can also used for treatment rooms, restaurant tables or scheduling
personnel for shifts.
The button in the upper left corner shows you the “Home” window. The two large
blue “Arrow” buttons move the window to the previous date for the button to the left
or to the next date for the button on the right.
The two small “Arrow” buttons found just above the names of your resources moves
the resources to display more resources by tapping the right button. Tapping the left
button returns you to the previously viewed resources. Tap the very small grey
“Arrow” buttons to the left and right of the word “time” to move the hours for
appointments forward or backward to accommodate hours outside the regular
schedule.

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Tap the blue “Find” button in the upper right hand corner, to locate a single event or
group of events. You will see the window below. To find a range of dates, using
either the “Start Date” box or the “End Date” box, enter the information as shown.
Be sure to leave a space between the first date and the “…” and the last date and the
“…”. Use the same formula for any of the date or time boxes to locate ranges. Tap
the green “Find button to locate the events you wish to see. Tap the red “Close”
button to cancel your search.
When more that one event is located you will see a list of events as shown below. To
view a single event from the list, tap in the row containing the event. Tap the
“Calendar” button in the upper right hand corner to return to the “Calendar” window.

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Tap the “Home” button to return to the “Home” window. Tap the blue “Add” button
to create a new event. Tap the “Schedule” box to be sure the event displays on your
calendar. Tap the “Find” button to locate single or multiple events. See Page ninety-
nine to read the full description of the “Find” command. Tap the blue “Show All”
button to display all your events. Tap the blue “List” button to view a list of your
events. Use the blue directional buttons in the upper left of the window to move
from event to event.
Tap the arrows to the right of the “Contact” box to view your contacts and to select
one for an event. Tap on the light blue hyperlink button to view the “Customer”
window. Tap on the arrow to the right of the “Resources” box to display your list of
resources you may connect to this event.
Tap in the “Description” box to write a short description of the event. Since space is
very limited in your calendar rows, write only what you need to understand the
event. Tap in “Date” box to enter the start date for your event. Use the pop up
calendar to enter the date. Do the same for the “End” box. An end date is only
needed when the event will carry over to the following date. Tap in the “Time Start”
box to enter the time using the drop down list. The intervals match your calendar.
Tap in the “End” box to enter the end time for your event. You will see the
dropdown list for the times. Tap the “To Calendar” button to return to the Calendar
Window.

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To schedule an event for a resource, tap in the desired column and time slot. You
will see the window to the left. The “Date” and “Time” boxes are automatically
populated. Fill in the “Description” box of the event. Tap in the “End” box to the
right of the “Time” box to use the dropdown list to fill in the end time. The only time
you need to use the “End” box to the right of the “Date” box is when the event
extends over two or more days. Tap the green “Save” button to add the event to the
calendar.
To view the full description of an event, tap on the event you wish to review. You will
see a window on the right side of the window that allows you to view or edit the event.
Tap either the “Cancel” or the “Save” button to close the event window. Use this
method in all Calendar windows to view and edit events.

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The “Day” window shows a more detailed description for each event. Note the red
line in the 11:00 AM time slot. This indicates multiple events at the same time. When
you tap in the time slot, you will see the first event scheduled for that time. However
in the day window, you see the last event entered for the time slot. Use the
“Schedule” window to see all events scheduled a specific time. The “Day” window is
most useful for a single service provider. Use the “Schedule” window when more
than one person or resource enters events that conflict. The blue “Find Event” button
works as described on page 99 of this user’s guide.
Use the buttons shown in the light blue highlight box to change the window from
“Day” (current window) to “Week” to “Month” to “Schedule” to “Grid.”
Tap the blue “Left Arrow” button to view the previous day. Tap the blue “Right
Arrow” to view the next day. Tap the “Home” button to view the “Home” window.

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The “Week” window shows a small space for each event. Unlike the “Day” window,
no red mark indicates multiple events at the same time. When you tap in the time
slot, you will see the first event scheduled for that time. However in the “Week”
window, you see the last event entered for the time slot. Use the “Schedule” window
to see all events scheduled for a specific time. The “Week” window is most useful
for a single service provider. Use the “Schedule” window when more than one
person or resource enters events that conflict. The blue “Find Event” button works as
described on page 99 of this user’s guide.
Use the buttons shown in the light blue highlight box to change the window from
“Week” (current window) to “Day” to “Month” to “Schedule” to “Grid.”
Tap the blue “Left Arrow” button to view the previous week. Tap the blue “Right
Arrow” to view the next Week. Tap the “Home” button to view the “Home” window.
To create a new event, tap in the time slot in the date row you wish to use for the new
event. A new window appears to the left of your current window. The “Start Date”
and “Start Time” will automatically fill in. Provide the rest of the information about
this event. Tap the green “Save” button to enter the new event in your calendar.

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The “Month” window shows a small description for each event. When you tap in the
Date, you will see the first six event scheduled for that date. Tap on an “Event” to
view or edit the details.
The “Month” window provides a quick overview of the month’s activities. Use the
other windows for a more detailed view. The blue “Find Event” button works as
described on page 99 of this user’s guide.
Use the buttons shown in the light blue highlight box to change the window from
“Month” (current window) to “Day” to “Week” to “Schedule” to “Grid”
Tap the blue “Left Arrow” button to view the previous Month. Tap the blue “Right
Arrow” to view the next Month. Tap the “Home” button to view the “Home”
window.
To create a new event, tap in the Date box you wish to use for the new event. Tap in
the first blank line to create a new event. A new window appears to the left of your
current window. The Start Date will automatically fill in. Provide the rest of the
information about this event. Tap the green “Save” button to enter the new event in
your calendar.

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The “Grid” window shows a rolling fourteen-day snapshot of the appointments for
all your resources. Use your finger to scroll up and down the list as needed.
The blue “Find Event” button works as described on page 99 of this user’s guide.
Use the buttons shown in the light blue highlight box to change the window from
“Grid” (current window) to “Day” to “Week” to “Month” to “Schedule”.
Tap the blue “Left Arrow” button to move the grid back one day. Tap the blue “Right
Arrow” to move the grid forward one day.
Tap on any event to bring up the detail window in the upper left hand corner of the
current window. Tap the “Cancel” button or the “Save” button as shown on the
previous page to close the Event Window.
Tapping in any empty cell allows you to create a new Event for the Resource you
select on the date you select. You will find random Start times, so you may wish to
use a different window to create a new event.
The “Find” button works as described on page 99 of this user’s guide. Tap the
“Home” button to view the “Home” window.

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Tills
Tap the “Tills Button from the Home Window to display the Till Management
window. Use this module to manage your till reconciliation function. The person
preparing a till will create a new till by tapping the “Add” button. A new till will be
created. Load the cash in the till, entering the quantity of each denomination to be
deployed in the till. KustomerKeeper™ automatically calculates the total value of the
till.

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Tap the blue “Tills Out” button to populate your new till tap in any of the coin or
currency boxes and enter the number of coins or bills to be deployed in the till.
When the quantity is entered, the value of that entry is calculated and the till total
updates. When all the boxes have been populated, tap on the “Register box and
assign the till to a specific register. When you only use one register, this step isn’t
necessary. Tap in the “Date Out” box and “Today’s date” auto-populates the box.
Tap in the “Time Out” box to auto-populate the current time. The till is ready to be
used. Tap the red “Close” button to create the next till. Tap the “Home” button to
navigate to other modules in KustomerKeeper™.
Tap the blue “Tills In” button to display the current till. Count each of the
denominations and fill in the appropriate boxes. KustomerKeeper™ calculates the
value of the till and the amount of cash received. You can now compare the cash
received in the till to the day’s receipts.

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Tap the blue “Cash Received” button to display the cash received for each Sales Slip
or Seating. KustomerKeeper™ calculates the amount of cash received. You can now
compare the cash received in the till to the day’s receipts.

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Congratulations, you have completed the User’s Guide KustomerKeeper™. Use your
iPad to work through each module, each window, and each button. This will
familiarize you with all aspects of KustomerKeeper™.
Does your business love Guide KustomerKeeper™., but needs additions that fit your
own business cases? At Stratus Development, our entire reason for being is to make
your business more productive and profitable.
Do you need help migrating your data? One of our specialists will discuss with you
the most effective way to populate KustomerKeeper™. Your new system will be fully
functional from the moment you start using your new application.
Contact us at requests@stratustouch.com. Tell us what you need. One of our gifted
business specialists will contact you to implement your ideas. Better yet, call 408-
252-5418 to speak to our founder, Hank Shrier, or email to hank@stratustouch.com.
Conclusion