Kustomer Keeper User's Guide

Table Of Contents
Table of Contents Page 1
Overview Page 2
Module Description Page 3 … 5
Settings Page 6 … 12
Vendors Page 13 … 24
Inventory Page 25 … 38
Purchases Page 39 … 50
Receiving Page 51 … 54
Staff Page 55 … 64
Customers Page 65 … 71
Sales Slip Page 72 … 88
Guest Check Page 89… 101
Tables Page 102
Reports Page 103 … 109
Calendar Page 110 … 118
Tills Page 119 … 121
Addendum A Page 122 … 126
Addendum B Page 127 … 134
Conclusion Page 125

3
For your convenience, Kustomer Keeper™ 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 the button to provide access to all modules for Owners,
Administrators and Supervisors. All other staff members can only access
Customers, Sales Slips and Calendars. You will see this button on most of the
windows throughout Kustomer Keeper™ .The modules organization maps the
steps necessary to enter your data.

4
In addition to the modules, Kustomer Keeper™ 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
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 entered 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.

5
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.
The Tables icon in the lower right hand corner opens the Tables module. For all
other business types, this space will be blank.
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. 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 systematic instructions and
illustrations for using each module. When you have finished reading this document,
you will have a clear understanding of how Kustomer Keeper™ 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 Kustomer Keeper™.

6
On the follow pages, you will find illustrations of the windows in the “Settings”
module. The four windows display the set up process. The staff of Kustomer
Keeper entered data from your C it Card processor and information needed by
Kustomer Keeper to manage your business relationship with us. You entered
information you know which you will use to mange your business from within
Kustomer Keeper.
The question mark in the upper right hand corner displays the technical
support number, 415-780-9724. Our support staff will answer any
questions about Kustomer Keeper ™ operation. The button in the upper left
hand corner opens the “Home” window. From the Home Window, you can
access any other module in Kustomer Keeper ™
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

7
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 “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 “Dismiss” button to continue your work.

8
Tap on the top blue “Company Info” button. You will see this window pop open
to display the form shown below. Use this window to edit your company
information
Your company information may have been entered during the set up of your
Kustomer Keeper™. 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.
entered your main company phone number and the email address you wish to
use for communication from your customers and from Status Development.
Tap the “Dismiss” 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.

9
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. Kustomer Keeper™ 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 “Dismiss” button when you
have finished your data entry.

10
Below is the Resources window. Use this section to set up the resources you
wish to display on 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 “Dismiss” button when you have finished creating new resources.

11
Tap the “Merchant Info” button as shown.
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.
When you have completed this window, tap the “Dismiss” button in the lower
right hand corner.

12
Tap the “Terminals” button to display the Credit Card Terminals and the
Gateway you use. This information is entered for you by Kustomer
Keeper and may not be edited.
When you have completed this window, tap the “Dismiss” 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.

13
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 entered 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 entered this window by mistake, tap the
“Dismiss” button.
Vendors

14
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 entered the
phone number as shown here. The fewer boxes you use for a search, the more
likely you are to find the desk 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 “Find” button to locate the
record(s)you wish to locate. To abandon your search, tap the “Dismiss” button to
return to the previous window.

15
This search was designed to find Vendors from New York. To see an individual
vendor from the list view, tap on the icon at the end of 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 Hart Shaffner & Marx record. Notice
that only three Vendors are showing. To see all your vendors, tap the “Show All”
button. You will now see all of your Vendors, one at a time.

16
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 the Vendor Icon containing that
Vendor.

17
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 “Dismiss” button
to continue your work.

18
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 ”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. Tap the
“Submit” button when your selection is compete

19
Tap the Communications button to view edit or add Communications accounts. Tap
the “New” button to add an account as seen in the next picture. 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 “Dismiss” button to continue your work.

20
When Kustomer Keeper™ 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 “Dismiss” button in
the lower right hand corner to complete the process.

21
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 “Dismiss” 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 “Dismiss” button to continue your work.

22
When Kustomer Keeper™ 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 “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 “Dismiss” button in the lower right hand corner to
complete the process.

23
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 “Dismiss” 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 “Dismiss” button to complete your work.

24
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 “Dismiss” button to continue your work.

25
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

26
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 a vendor, create an SKU, or use the one provided by your supplier.
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 Kustomer Keeper™. .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 “Dismiss” button to continue your work.

27
To find a single item or a list of items, tap the “Find” 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.

28
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.

29
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.

30
When Kustomer Keeper™ 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 “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 “Dismiss” button to complete the
Purchase Order. Tap the “Home” button and then tap the “Inventory” button to
continue entering inventory items.

31
Tap the “List” button to view your inventory list.
Two views are available. To see your items, tap the blue “View” button you will
see the list as shown below. Tap any of the column headers to sort your list based
on the selected header.

32
To organize your items, including selecting items and then placing them in the
desired order, tap the white “Set Order” button. You will see the window below. Tap
on a column header to sort your items. Since many menus are first sorted by category,
this may yield the desired results. Decide which category you wish to show at the
top of your menu, then place a number next to each item. Move to the next desired
category and repeat the process. When you have finished numbering all your “on
menu” items, tap the “Set Order” button to achieve the desired menu. You may add
or subtract an item at any time.
In this example, the Tiger Woods Driver is added to the list in the number three
position. First, the “On Menu” field was tapped. Then the number “3” was placed in
the “Position field as shown on the following page.

33
The “Set Order” button is tapped. The Buffalo Wings are added to the menu and are
placed in the third position as shown below.

34
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 “Dismiss” 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 “Dismiss Button to continue your work.

35
Tap the “On Order” button to display Purchase Order activity for this item. This
is a view only window. Tap the “Dismiss” 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 “Dismiss” 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 “Dismiss” button to continue your work.

36
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 “Dismiss” 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.

37
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, Kustomer Keeper™ 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 re entered all the
information. Use your finger to scroll through your list of components. Tap the
“Dismiss” button to continue with your work.

38
Some specialized merchants require additional information to successfully manage
inventory. Below is the window used for Jewelry stores. When Stratus
Development entered 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, the 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
“Dismiss” box to continue your work.

39
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.

40
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.
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 “Submit” button. The cost will be shown in the next window. Only enter
the cost if it’s different from the last time you ordered this item from the same
Vendor.

41
Below is the result of the addition of the item. Tap the “Plus” button to add another
item to this Purchase order. Tap the “Dismiss” 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
“Plus” button to add another item or tap the “Dismiss” button to dismiss the
window and move to the next task.

42
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 entered in the boxes below. Tap the “Dismiss” 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 “Find” button to see the results
as shown on the next page.

43
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
the button next to the row you wish to view.
When you select a row, Kustomer Keeper™ locates the one record you selected,
and displays the item(s) ordered on that Purchase Order. Tap the “Dismiss” button
to continue working with your purchase orders.

44
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.

45
Tap the receiving button display the list of all purchase orders outstanding.
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
Kustomer Keeper™.

46
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.

47
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.

48
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 “Dismiss” to dismiss this window
and continue with your work.
Tap the “Ordered” button to display the items order with this PO. Tap the “Add”
button to create a new row. The PO Number and date are automatically filled in. .
Enter the SKU from the drop down list. Only items available for the vendor
connected with this PO are displayed. Enter an SKU from the dropdown list as

49
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 “Dismiss” button to continue your work.

50
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 “Dismiss” button
when you have finished viewing your information.

51
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

52
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, Kustomer Keeper™ 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.

53
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.

54
To remove the back order, tap the blue “Proceed” button. The back order will
be deleted, as you will see on below.

55
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
Tap the “Add” button to create a new staff member. Fill in the information needed
and then tap the “Submit” button. The Setting window will open as shown on the
next page
Staff

56
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. Kustomer Keeper™ 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 “Dismiss” button.
To edit a Staff Member, tap the blue ”Edit” icon on the right side of the “Name” box.
The Edit box appears. Make the needed changes and hit the “Submit” button. Hit the
“Dismiss” button to leave the record unchanged.

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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 “Position” option. When you have finished
selecting your options, tap the “Find” button. Tap the “Dismiss” button to continue
working without locating any records.
When a single Record is located, you will see the Staff Screen as shown below.
When more than one record is found, you will see a list as shown on the
following page. To view all your staff members, tap the “Show All” button.

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Tap the blue staff icon 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 “New” button to
add a new “Communications” account.
The pop up window display for data entry. Tap in the “Type” field to display the
drop down list of account types. Make a selection by tapping on the item. Then fill
in the needed data in the next box.

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For www and email account types, Kustomer Keeper™ 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 “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 “Submit” button to enter the new address and to look up the City
and State for all USA addresses. Tap the Dismiss 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 “Dismiss” 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. Kustomer Keeper™ uses this
information to create payroll reports. Tap the “Dismiss” button to continue.

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Tap the blue “Personnel” button to review a staff member’s employment history. To
add a probation report, tap the “Add” 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 Kustomer Keeper™. Be sure
the “Active User “ box is empty. If they attempt to log in, a warning messages
displays and Kustomer Keeper™ closes without allowing unauthorized access. Tap the
“Dismiss” 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
Of” button to return to the Staff Window.

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Use the “Customers” module to manage all aspects of your company’s CRM. Your
first step is to add a new customer to Kustomer Keeper™. 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 “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 “Dismiss” 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 California. Tap the blue
icon 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 Customer icon to display the customer’s full history. This gives the sales staff
valuable information about the customer be helped. Tap the blue hyperlink “Name”
to return to the customer’s record. Tap the “Dismiss” button to close the Customer
information screen and proceed with the sale. Using the Sales Slip will be covered
in a later section.
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.

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Tap the blue “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 “Communications” button to view or add contact information for your
customer. You may add unlimited email addresses, web sites, social media contacts,
and phone numbers. Tap the “New” Button to add a new communication account to
your customer’s profile.

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Tap on the arrow to the right of the “Type” field to reveal the dropdown list of
contact types. Choose the desired label. Type in the account information and hit the
“Submit” button. The new account will be added to your customer’s profile as shown
on the window on the right of this page.
To add family members to a customer’s profile, tap the “New” button, as shown on
the screen above and to the right. Then tap the arrow to the to the right of the
“Relationship” field to reveal the drop-down list of relationships. The last name of
the current customer is pre populated to save data entry time. Select the desired
family member, fill in the name and other needed information and tap the “Submit”
button. The information will be added to the customer’s profile. A new Customer
record will be created for each person added to the profile.

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Tap the blue “Addresses” button to view or edit your customer’s address
information. Tap the “New” button to display the screen on the left. Tap in the
“Type” box to view the dropdown list. Choose the address type, fill in the
address and the zip code, then tap the “Submit” button. The city and state are
looked up and the entire address is added to the customer’s record as shown
on the right.
Tap the blue “Purchases” button to view your customer’s Sales Slip activity. Tap
the “Dismiss” 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 “Dismiss” button to
continue your work.
Tap the blue “Returns” button to view the individual items returned by your customer.
Tap the “Dismiss” button to continue with your work.

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For non food service businesses, the Sales Slip module is the heart of Kustomer
Keeper™ 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. A “House
Customer and the current logged in staff member are set as defaults. A sale can be
made instantly. View information about the House Customer by tapping the
“Customer” button. You will see the results as seen in the screen below to the right.
Sales Slip

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Tap the “Reset” button to select an existing customer to the Sales Slip. Tap in the
yellow “Customer Box” to view a dropdown list of all your customers and select the
desired customer for this Sales Slip. If your list is too long, tap the “Find” button to
locate a specific customer. The best way to search is by mobile phone or email
address. Tap the “Find” button to find the desired customer. Tap the “Dismiss” button
To keep the current selection or to choose a customer from your list.
The desired customer will be added to the Sales Slip as shown. Tap the “Dismiss”
button to continue with your transaction. Tap the blue hyperlink “Name” button to
edit your customer’s information.

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When you tap the ‘New” button, 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. Kustomer Keeper™ 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 “Submit” button to
enter the information for your new customer. Tap the “Add” button to create a new
Sale Slip 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 “Sales Slip” button. When your company uses assigned tills, fill in the till
number you will use from the drop down list.
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. A second box
appears to allow for an additional clerk. When the second clerk is added, a third box
appears. Tap the “Dismiss” button when all needed clerks have be added. Tap the
blue “Sales Slip button to add more clerks or view the information for this Sales
Slip.

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To add an item, tap the blue “Plus” button to the right of the desired item. A
quantity of one 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 area 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.

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To accept payment with a Credit Card, tap the “Credit Card” button. You will see
the window below. The Customer’s name, email address and amount to be charged
appear. Tap in the “Amount” box to change the amount when multiple paymetnt
methods will be used. If the email address wasn’t entered when the Customer
record was created, you can fill in the email address in the box under the “Email”
label. From the dropdown list, choose the terminal you wish to use. When your
business only has one terminal, that number will be automatically entered. 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 Kustomer Keeper.

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The window below displays the results of the transaction. With Kustomer Keeper, all
customers are enrolled in the Loyalty program when they participate in their first
transaction. Loyalty is automatically added to each sale. Tap the “email” button to
send an electronic receipt to your customer. The contents of the email receipt are
shown below and to the right.
To accept a cash payment, tap the “Cash” button that appears when the initial item is
add to the Sales Slip. You will see the screen below, including the amount to be
paid. Tap in the “Payment” box to change the amount if the payment is split into
more than one method. Tap one of the five amount buttons to enter the button
amount as amount tendered. Use the “Other” button when your customer hands you
an amount not shown by any of the “Amount” buttons. Tap the “Submit button to
accept the Cash payment. Tap the “Dismiss” button to cancel the payment and
choose a different payment method. You will see the results on the following page.

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The window below displays the results of the transaction. With Kustomer Keeper, all
customers are enrolled in the Loyalty program when they participate in their first
transaction. Loyalty is automatically added to each sale. For each subsequent
transaction, Loyalty will be added. Tap the “email” button to send an electronic
receipt to your customer. The contents of the email receipt are shown below and to
the right. Tap the “Print” button to send the receipt to your printer. Tap the “Both”
button to email a receipt and print a receipt at the same time. Tap the “Void” button
to cancel the payment. Both the amount of the sale and the Loyalty will be voided as
shown below the “Closed Cash” window. Note the status is now “Voided.” No
receipts are needed for voided cash sales.

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To accept payment from a Gift Card, tap the “Gift” button. From the screen below,
select a Gift Account by tapping the blue “Arrow” button to the right of the account
number you custom wishes to use. Have your customer enter and confirm their pin
code, as shown to the right below. Ask your customer to choose from the Gift or
Loyalty section to pay for the purchase. Tap either the Redeem Gift or Redeem
Loyalty button to complete the transaction. In this example, we will use the Redeem
Gift choice. Results are shown on the following page.

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The Sales Slip Status is “Closed Gift.” The Value redeemed equals the amount of
the Sales Slip and Loyalty equal to the formula for this merchant has been added.
Loyalty is add when a Gift Card is used, since the Gift Card is treated in the same
manner as cash. Tap the “email” button to email the receipt. Tap the “Print” button
to create a paper receipt. Tap the “Both” button to send an email and print a paper
receipt. Tap the “Void” button to cancel this transaction and reverse all entries.
After voiding the transaction, you will see the screen below.

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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. The fewer search options you use,
the better your opportunity to find the Sales Slips you desire.
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.

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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. Be
sure to use the same method to issue the credit that was used to pay for the sale. Tap
the “Credit” button to create a credit memo. All items from the original sale are
added to the Credit memo. Use the blue trash can button to delete items that aren’t
being returned. The Credit Memo will only credit the items remaining on the Credit
memo.
Below are the results of the Credit returned in cash. You may email a receipt,
print a receipt, or do both for your customer.

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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.

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Below is a list of Sales Slips. Tap on the blue icon 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.

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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 “Shoes” is chosen.
You may wish to offer a discount on an entire order. Tap the “Discount” button to
display the discount options. In the window below on the left, a 20% discount is
selected. The window on the right reflects a 20% discount. The total of the items,
less the sales tax, is discounted. the tax is added to the discounted amount and the
total is reflects the discount applied. Tap the “Clear” button to remove the discount.

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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.

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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 item categories on 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 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.
Your business may also choose not to use tills or require servers. When your business
is first provisioned you may choose how to manage your tills and staff.
Guest Check

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Buttons and boxes shown in must be filled in for any items can be ordered. When the
proper information has been entered , the fields turn to the system blue and the
letters turn to white.
Kustomer Keeper ™ automatically sets the numbers of checks and splits to one each.
These may be changed as needed during the course of a meal. It’s best to determine
how many Checks are needed before ordering any items. Items may be deleted from
one Check and added to a different check, provided these items have not been sent to
the Kitchen or Bar for preparation.
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. Kustomer Keeper ™ 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.

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Kustomer Keeper™ automatically adds the name of the logged in Server to the
Guest Check, as well as the default “House” customer as the guest. Tap the
Servers button, then tap the arrow next to the to “Servers” field to display the
names your servers. Six servers may be added to a seating to split the tip. Repeat
Tap the blue “Guests” button, to show the current guest. The guest “House
Customer” is automatically entered for each new Guest Check. This allows for fast
check out of cash customers, or customers who are in a hurry. Tap the blue “Reset”
button to select a different guest from the Pop Up menu. When the list is too long, tap

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When your search choice reveals more than one guest, tap on the icon next to the
guest’s name to add them to your Guest Check. When only one guest is found, the
guest is automatically add to the Guest Check. 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 later. When you hit the “Submit” button, you will be
returned to the previous window.
When a Guest is new to your business, tap the blue “Add” button to create a new
Customer record. When you hit the “Submit” button, you will be returned to the
previous window. Your new guest will added to the Guest Check appear in the
popup menu and be added to the Guest Check .

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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 “Beer” 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. Use
the “Location” box to indicate where on the table each item is to be served. To delete
an item entered in error or when a customer changes their mind, tap the blue
“Trash” icon to remove the item Once an item has been sent to the Kitchen or the
Bar, it may not be removed from the check.
Tap on the “Submit” button to the right of the selected item to send the order to the
Kitchen or Bar. The “Submit” 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

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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.
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
this page, the price of the Hamburger Deluxe was 16.80. When the Avocado and
Chili options are selected, the price increases to 20.55. When an item has been sent
to the kitchen, the number turns from to black. The “Trash” and “Submit” buttons
disappear. The quantity sold also disappears.

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To remove an item that has been sent to the kitchen or the bar for preparation, tap the
blue “Plus” button to the right of the item. entered a minus quantity equal to the
number of items you wish to cancel. This will alert the Kitchen or Bar to stop
preparation or to not make the item available for service.

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To see only one category at a time on a check, tap one of the 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 “Category” button to the right of the
“Discount” button and select “All” to view the entire order.
At times, you are asked about the ingredients of a dish. This is important for guests
with food allergies. Tap the “Ingredients button to display this information. Tap the
“Dismiss” button to continue with the order.

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Tap the blue “Timing” 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 “Dismiss” 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.

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To select a check for payment, 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.
Tap the blue “Credit Card” button to reveal the Credit Card window. When your
business uses more than one terminal, select the number of the terminal you
wish to use. Give your device to you guest to enter a tip. This guest chose a 15%
tip as shown. Tap the “Sale” button to process the payment.

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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. Your
Terminal will show the total amount to be charged. Swipe, tap or dip the card.
When the payment is approved, you will see the window on the right. Loyalty was
added automatically to your guest’s account.
A Check may be split up to eight ways. A payment will be received for each split.
Select the number of ways to split the check. in this case, the check will be split two
ways. The first guest is paying cash. Be sure you have selected the proper guest for
each split. Tap the blue “Cash” button near the bottom of the window to view the
Cash payment Window. Tap the amount given to you by your guest, in this case, it’s
50.00. Give the device to your guest to enter the tip. The guest entered 15%. Tap the
“Submit” button. The window on the left appears. The second payment was done
with a credit card. To view all the payments, tap the “Total Bill” button.

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To pay with a Gift Account, tap the blue “Gift” Button. Select the Gift Account to
be used. Hand the device to the guest to fill in the Pin Code. Tap the “Submit”
button. When the codes match, you will see the window below Your guest then
selects the tip, which is automatically added to the original amount. Tap the
“Redeem” button. You will see the results below.
Tap the “Redeem” button. You will see the results below. Since this is similar to a
cash transaction, Loyalty is added as well.

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Tap the “Find” button to locate a “Seating” or a group of “Seatings”. Enter the
search selections you wish. Tap the “Find” button to locate the set of records you
selected. Your results will be shown to you as single records. To view all your
“Seatings”, tap the “Show All” button. Tap the “Dismiss” 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 and Bar.
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.

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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.
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Tap the blue “New” button near the top of the window add an additional room to
your seating set up. Tap the blue “New” 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. Kustomer Keeper™ 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.
Tables

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REPORTS
The reporting module allows you to choose one of twenty reports, consisting of ten
Detail Reports and ten Summary Reports. Customize your selection by creating a
daily, weekly or monthly report. Reports not shown may be created and customized
for your business needs. When you first start using Kustomer Keeper™, there won’t
be sufficient data for monthly reports until you have used it for at least thirty days.
When you start your use, you will be able to generate partial r reports. Customized
reports are available for a one-time cost of $250.00 for each report’s integration to
your version of Kustomer Keeper™.
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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Tap the “Daily” button to select a Daily report. To select a report, tap in the yellow
box and make a selection from the popup menu. In this example, we have chosen to
view a Sales Report 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 type.
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 shown the below
to the right. Tap the blue “OK” button and select another date for this report.
message and then return to the “Report Planner” window.

105
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.
Tap the green check mark to the right of the “Activate Daily Schedule: label. You
will see the days of the week as well as the hours of the day. Choose the days you
wish to automatically receive the selected report. Then chose the time for the report.
Your report will now be run for you on the days you choose and at the time you
choose. Tap The green Check to hide the schedule selections. Your report will no
longer run until you manually select the report.

106
Tap the “Weekly “ button to create Weekly Reports While in the Weekly window, to
view a pop up menu of your report choices and select the desired report. tap in the
yellow Select Report” box Tap in the “Select Week” box 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.
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 Dismiss 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 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

107
From the “Monthly” window, tap on the blue “Select Report” button to choose a
monthly report to view. Tap the “Select Month” button to choose the desired month.
Tap the “Run This Report Now” button to view a current report.
Tap the green check mark to the right of the “Activate Weekly Schedule: label. You
will see the days of the week as well as the hours of the day. Choose the days you
wish to automatically receive the selected report. Then chose the time for the report.
Your report will now be run for you on the day you choose and at the time you
choose. Tap The green Check to hide the schedule selections. Your report will no
longer run until you manually select the report.

108
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 Dismiss the report
and have it emailed to you.

109
Tap the green check mark to the right of the “Activate Monthly Schedule: label. You
will see the days of the month. Choose the day you wish to automatically receive
the selected report. Your report will now be run for you on the day you choose. .
Tap The green Check to hide the schedule selections. Your report will no longer run
until you manually select the report.

110
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 Mini Calendar to the left of the window, allows you to view other dates without
disturbing the current view by tapping on the small arrows located on the left and
right ,midway in the Mini Calendar. Tapping on any of the dates in the Mini
Calendar will move the main calendar to that date. If the mini calendar is set to the
current month, the current date will be shown in yellow.

111
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.

112
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”, “Start Time” and “Resources” 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. Use the Dropdown list to
select the name of your client who is scheduled for this event. You may also type in
a client’s name to add that person to the event. Tap the green “Save” button to add
the event to the calendar. The event will then be shown on the Calendar under the
name of the resource chosen. Tap the blue “Cancel” button to continue working
without scheduling an appointment. View the results in the window at the bottom.

113
The “Day” window shows a more detailed description for each event. From the
“Day” tab, tap in the time you wish to add an event. The event window will appear.
Type in the description of the event. For Events that occur within one calendar day,
the end date isn’t needed. Tap in the “End” time field to view the time dropdown
list. Choose an end time for your event. Tap the arrow next to the “Resources” box
to display your available resources. Choose the resource that will be used for this
event.
Tap the arrow to the right of the “Contact” box to view your contacts and to select
one for an event. You may also add a contact. If the Client is not a currently
registered, use the “Home Button to navigate to the “Customers” window to add your
new Client. When you have completed the Calendar entry, tap the green “Save”
Button. Your event will be added to the Calendar. To view the event, tap in the time
slot of the event. You will see the window as shown below and to the right.

114
The “Day” window shows a more detailed description for each event. Note the 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.
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.

115
The “Week” window shows a small space for each event. 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
“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.

116
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.
“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.

117
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.
“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 to Dismiss the Event
Window.

118
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, enter the
start date in the “Start Date” box and the end date in the “End Date” box, as shown.
Tap the blue “Find” button shown in the “find” window to locate the events you
wish to see. Tap the “Dismiss” 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.

119
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. Kustomer Keeper™ automatically calculates the total value of the
till.

120
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 “Dismiss” button to create the next till. Tap the “Home” button to
navigate to other modules in Kustomer Keeper™.
Tap the blue “Tills In” button to display the current till. Count each of the
denominations and fill in the appropriate boxes. Kustomer Keeper™ 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.

121
Tap the blue “Cash Received” button to display the cash received for each Sales Slip
or Seating. Kustomer Keeper™ calculates the amount tendered, the tip, and the change
returned to your customer. You can now compare the cash received in the till to the
day’s receipts.

122
Addendum A Clubs
To manage your clubs, the first step is to create the club. From the “ Merchant
Settings” window, tap the blue “Clubs” button at the top of the screen. You will see
the window below.
Tap the blue “Add Club” button to create your new club. Enter the club number,
name, frequency, fees, (if any) and the period covering the membership fee. Then
tap the blue “Submit” button. You will see the new club added to you list of clubs.

123
To enroll a customer into a club, tap the “Home” button, and then the “Customers”
button. Use the “Find” button to locate the Customer you wish to enroll. Tap the
blue “Find button at the bottom of the window to complete your selection.

124
Tap the “Clubs” button to reveal the New Club Membership window. A list of all
clubs created by the merchant appears when you tap the arrow to the right of the
“Club Number” box. Select the desired club number.
When the “Add Membership” button is tapped, the new club is added to the
customer record and the status is set to “Active” as shown below.

125
From the “Customers” window, tap the “Home” button. Tap the “Settings” button.
Only staff members with ownership access will be able to view this window You
will be returned to the “Settings Window. Tap the “Clubs” button to open the “New
Clubs and Shipments Window.
To create a shipment for a club, add the items in the “Create New Club Shipment”
area as shown here in light blue. Enter the quantity to be shipped and the SKU for
each item. Enter the Club # and the shipping cost. Tap the blue “Create Club
Shipment” button. All active members with current Credit Card Tokens stored will
have Sales Slips created. You will then be able to view each Sales slip so you can
edit them as needed.

126
After you have reviewed all Sales slip and made any necessary changes, tap the
“Process Payments” button. All Sales slips will be batch processed and the results
of the credit card submission noted.
All successful submissions will also have a payment record created. When all
submissions are successful, you will see the message below.

127
Each Sales Slip and individual item will carry the club number and the processing
date for easy reporting. Your inventory will be reduced by the quantities sold. You
will also see the results for each sales Slip in your customer’s records. A decline
list will also be created to enable you to contact your club members to resolve the
Credit Card problems.
You will see the view below when processing is completed. Tap on the arrow to the
right of line to view and individual Sales Slip. Tap on the “List” button to return to
the list window.
You will save a great deal of time and expense, since only members with valid
cards on file will be processed. No Credit Card details are stored locally, they are
stored as tokens on the Gateway’s secure server.

128
Addendum B Smart Phones
Kustomer Keeper™. Allows you and your staff to use Smartphones to take orders
and accept credit payments from customers. When you start the App you will
see the screen below. Tap on the Kustomer Keeper icon to use the “Log In
Window” as shown on the left below. When you see the next window, enter
your log in number and tap the “Login” button.

129
You will see a menu for your place of business. Tap in the “Category” box to show
on the items from a particular category.

130
Tap on the “Add” button to add that item to your guest’s check. You will now see a
shopping cart with a number, indication the number of items on the check. Tap
either the shopping cart at the top or the “On Order” button at the bottom of the
window to view the current order as shown on the following page.

131
Tap the “Submit Order Button” to send the item to either the kitchen or the bar. Tap
the “Trash Can” icon to remove the item from the order. Tap the “Special
Instructions” button to add specific guest request to the order being sent to the
Kitchen or Bar. Tap the “Check Out Now” button to access the payment window
check. Tap the “Keep Shopping” button to add more items to your guest’s check.

132
When you open the payment page, fill in the table number and guest number from
the drop down lists. To accept a payment, tap one the three buttons at the bottom of
the page. In this example, a Credit Card transaction will be shown. After you tap the
button, give the device to you guest to fill in the tip. Tap the “Sale” button to
process the payment. You will see the results on the following page.

133
When a transaction completes, you see the approval code, and the Loyalty added to
your guest’s account. Hand your device to your guest and ask them to rate their
experience. If there is a complaint, call a Manager to resolve the issue. On the right is
the message contained in the email. For those using a Credit Card Terminal, the “Print
button is unnecessary. Tap the “New” button in the lower right hand corner to create
a new Table.

134
Use the “Find” button to locate the record for the next table you pick up. Use the
Pop up menu to quickly select your open tables. You will see your results as
shown on the window to the right. When you find the desired guest check, tap
the “View Menu” button to add more items. When the table is ready to check
out, choose the desired payment method and proceed to accept payment. To end
your shift or to clock out for your break, tap the “Clock Out” button. You will
automatically be clocked in the next time you open the Kustomer Keeper app.

135
Congratulations, you have completed the User’s Guide Kustomer Keeper™. Use your
device to work through each module, each window, and each button. This will
familiarize you with all aspects of Kustomer Keeper™.
Does your business love Guide Kustomer Keeper™., 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 Kustomer Keeper™. Your new system will be fully
functional from the moment you start using your new application.
Contact us at requests@kustomerkeeperpos.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@kustomerkeeperpos.com.
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