This document provides a quick start guide for using the POS Management Console. It includes instructions on logging in, an overview of the interface and icons. It then summarizes how to manage key areas like employees, schedules, products, taxes and receipts. For employees, it explains how to add, edit and deactivate them. For schedules, it outlines creating shift schedules. And for products, it describes adding categories, subcategories and products, and editing product details.

1. POS Management Console
Quick Start Guide
September 10, 2015

2. Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Logging on to the Management Console. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Icons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Employee Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Adding an Employee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Editing an Employee. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Deactivating an Employee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Creating Shift Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Product Icons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Adding a Category, Subcategory, and Product. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Editing a Product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Deactivating a Product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Creating a Prevailing Tax Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Receipts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Designing the Receipt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Payments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Contents

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INTRODUCTION
This document is an overview of Revel Systems POS Management Console and includes basic instructions on
how to perform tasks required to setup and start using the system. For detailed information about configuring
and operating Revel Systems’ POS, refer to the POS Management Console Operation Manual.
To install the hardware refer to the installation manual shipped with the product.
Logging on to the Management Console
NOTE: Revel Systems will send an email with the details on how to log on to the Management Console. This infor-
mation includes the user login and password.
1. Open the Web browser.
2. Enter the URL in the address bar of the Web browser. The Revel Systems login screen opens.
3. Enter the user login.
4. Enter the password.
5. Click the LOGIN button, the Overview page of the management console opens in the browser.
OVERVIEW
Configuration Bar – Quick steps to get a business up and running. A check mark indicates the step is com-
plete. The first four steps are required before the POS system can be used. Customizing receipts is recom-
mended, but optional.
Icons – Top level of pages available on the POS Management Console. A blue icon indicates the icon is
selected.
Brand – Name of the retailer, restaurant, or franchise.
Login – The name of the user logged on to the system.
Establishment – Name of the selected establishment.
Number Completed – Displays a fraction that indicates the number of steps completed. When all five steps
are completed the Configuration Bar will no longer be displayed.
Doe’s Dough
John Doe@DoeDough
Downtown
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Icons
Overview – Opens a daily transaction overview for the establishment including, repeat customer
information, taxes, discounts, and payments.
Reports – Opens a list of predefined Revel Systems’ reports. Owners/managers can easily view
day-to-day activity.
Products – Contains all product settings including taxes, fees, ingredients, discounts and all other
information relevant to the establishment’s products.
Inventory – Tracks product and ingredient inventory including name, barcode, SKU and location.
Also, maintains a list of preferred suppliers, creates and manages purchase orders, and can be con-
figured to send email alerts when stock is low.
Employees – Identifies the establishment’s employees, their roles, wages and permissions.
Schedules – Displays employee shift schedules, payroll reports, tracks actual time worked
(including breaks), and maintains a record of labor cost for wage forecasting.
CRM (Customer Relationship Manager) – Maintains customer information including name, phone
number, address, loyalty and gift cards.
Establishment – Configures physical information about the establishment, including POS stations,
and peripherals.
Settings – Customizes POS settings including password control, receipts, payments, customer
information and inventory.

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EMPLOYEES
Employee Icons
Employee Information – Displays the name of the employee, their email, phone number, roles, and
job status.
Icons – Settings available for employees. A blue icon indicates the icon is selected.
Search – Finds an employee using their name, internal or external ID.
Employee Page – Opens the employee’s information page.
Employees – Opens a list of all current, former, unassigned, and inactive employees.
Training Video– Controls whether or not an employee must watch a training video prior to using the
management console. A checked box indicates the employee has watched the video.
Roles – Defines and lists all roles that can be assigned to an employee.
Role Permissions – Allows the administrator to tie permissions to roles. Permissions control what
the employee can do on the POS. Values marked as blue have been edited and will be saved.
Exports – Creates and exports an Excel spreadsheet of all employees.
Add Employee – Opens the Employees/Add Employee page. Enter all relevant information for the
employee including first name, last name, employee status, role, and pin to log on to the POS.
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Adding an Employee
1. Click the icon, the Employee page opens.
2. Click the icon, the Employee/Add employee page opens.
3. Enter the first name of the employee in the First Name field.
4. Enter the last name of the employee in the Last Name field.
5. Enter the POS pin for the employee in the Pin field.
6. Enter start date for the employee in the Employee start field.
7. Select the employee role from the Initial Role drop-down menu.
8. Click the Create button, the employee is added to the database.
Editing an Employee
1. Click the icon, the Employee page opens.
2. Click the icon, the Employee/Add employee page opens.
3. Click the icon located to the right of employees name, the detail page for the selected employee opens.
4. Make changes to the employee’s information as required.
5. Click Save to save the changes.
Deactivating an Employee
1. Click the icon, the Employee page opens.
2. Click the icon, the Employee/Add employee page opens.
3. Click the icon located to the right of employees name, the detail page for the selected employee opens.
4. Click and remove the check mark in the ACTIVE field. Removing the check mark will deactivate
the employee.
5. Click Save to save the changes.

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SCHEDULES
Send Emails – Sends an email of the shift schedule to the employee.
Total Hours – Displays the total hours scheduled for the week.
Total Wages – Displays the total wages that will be earned for the week.
All roles – Filters the shift schedule by employees who have the selected role.
Times format – Selects the time format displayed on the time sheet
Date Range – Selects the time period to display on the time sheet.
Copy Shifts – Copies a recurrent schedule to another week.
Import/Export – Imports or exports an Excel spreadsheet of the shifts.
Days of the week – Displays the work schedule for each day of the week in the selected week.
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Creating Shift Schedules
1. Click the icon, the Schedule page opens.
2. Select an employee from the list and click on a day of the week, a schedule opens for the
selected employee.
3. Enter the start time in the Start Time field.
4. Enter and end time in the End Time field.
5. Select how the shift will end from the End Status drop-down menu.
6. Select the employee role from the Role drop-down menu.
7. Click Save, the start and end time are added to the day of the week for the employee.
PRODUCTS
+ Add Category – Categorizes how products are organized and displayed on the POS.
+ Add Subcategory – Defines the second product tier, a division of a category.
+ Add Product – Contains all information about products that the establishment sells.
COST – Displays the cost the merchant paid for the product.
PRICE – Displays the selling price of the product.
+ Add New Product – Opens a product creation screen with the basic product details tree located on
the left-side and the product details on the right-side of the screen. Quickly add new products and
then push the products out to all establishments.
Save – Saves a new or edited Category, Subcategory, or Product to the Products page.
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Product Icons
Adding a Category, Subcategory, and Product
1. Click the icon, the products page opens.
2. Click on Products located on the left-hand side of the screen.
3. Click +Add Category and enter a name in the blank category field.
4. Click the icon next to a category to expand and view the subcategory list.
5. Click +Add Subcategory and enter name in the blank subcategory field.
6. Click the icon next to a subcategory to expand and view the product list.
7. Click +Add Product and enter name in the blank product field.
8. Enter the cost of the product in COST field.
9. Enter retail sales price of the product in the PRICE field.
10. Click the icon to save the product information.
Recipes – Adds or edits ingredients used in the product. A dark blue icon indicates that there are
ingredients assigned to the product. A light blue icon indicates there are no ingredients assigned to
the product.
Modifiers – Adds or edits the modifiers available for the product. A dark blue icon indicates that
there are modifiers associated to the product. A light blue icon indicates there are no modifiers
associated to the product.
Copy Modifiers – Copies the modifiers from one product to another product.
Inventory – Opens product inventory settings.
Reorder by Name – Sorts categories, subcategories and products in alphabetic order.
Clone Product – Copies all modifiers and settings associated to a product and creates a new product
with a different name, barcode, and SKU.
Details – Edits the details of a Category, Subcategory, or Product.
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Editing a Product
1. Click the icon, the products page opens.
2. Click on Products located on the left-hand side of the screen.
3. Select the product to edit from the list of available Products.
4. Click the icon located to the right of product, the details for the selected product opens.
5. Make changes to the product as required.
6. Click the icon to save the product information.
Deactivating a Product
1. Click the icon, the products page opens.
2. Click on Products located on the left-hand side of the screen.
3. Select the product to hide from the list of available Products.
4. Click and remove the check mark in the ACTIVE field. Removing the check mark will deactivate the product
and it will not be displayed on the POS.
5. Click the icon to save the product information.
TAXES
Creating a Prevailing Tax Group
NOTE: The Prevailing Tax Group is a special Tax Group. It is used for all products which do not belong to other Tax
Groups. Use this tax group to configure default taxes, which apply to most of the establishments products.
1. Click the icon, the products page opens.
2. Click on Tax Groups located on the left-hand side of the screen. The Tax Group page opens.
3. Click on Prevailing Tax Group.
4. Enter name of the tax in the Tax Name field.
5. Enter tax rate in the Tax Rate field.
6. Click the .
7. Click the icon to save the prevailing tax information.
+ Create

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RECEIPTS
NOTE: Revel Systems Management Console enables customization of receipts.
Logo – Displays the uploaded image of the customer’s logo.
Top – Options include the customer name, address, and phone number.
Order Information– Options include the customer name, a call number, order number, the guest
count, order option, station number, server name, and call name.
Middle – Options include products sold, the price of the product, product modifiers, modifier price,
discounts, subtotal, taxes, total, how the transaction was paid, and if the customer received change.
not all times in the section are editable.
Bottom – Options include personalized notes, promotional text, and a barcode.
Order# 65941
Station# Kiosk1
Call Name: J Smith
Employee: JLK
Date: 6/1/15, 4:07PM
2 Mini Cupcake (Half Dozen)
$12.each
6 Maple Bacon
Mini Cupcake (Half Dozen)
$12.each
Discount:
3 Salted Caramel
Red Velvet
Rich & Famous
Basic Vanilla
$24.00
+$0.00
$12.00
-$2.00
+$0.00
+$0.00
+$0.00
+$0.00
Subtotal:
Total Tax
$34.00
$3.15
Total :
Cutomer Paid Cash:
Customer Change:
$37.15
$40.00
$3.15
Thank You For Visting!
Please visit us at
www.cupcakes.com
Cupcake’s Bakery
21st Street
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Designing the Receipt
1. Click the icon, the setting page opens.
2. Click on Receipts located on the left-hand side of the screen. The Receipts page opens.
3. Hold the Crtl key and then click on one or more options located in the Receipt Options box.
4. Enter information in all blank fields if applicable.
5. Scroll to the receipt top line. Enter the information that should be displayed at the top of the receipt.
6. Scroll to the receipt bottom line. Enter the information that should be displayed at the bottom of the receipt.
7. Upload an image file to print on the receipt, for example a logo.
8. Click Save to save the information.
PAYMENTS
Processors and gateways are necessary to complete credit card transactions. When a credit card is swiped the
transaction data is encrypted and then sent to a gateway where the payment is authorized or denied. If the
transaction is authorized, the gateway releases the funds to the processor, and transfers the funds to the client's
bank.
To process credit card transactions, Revel Systems offers several options both in terms of hardware and credit
card processing.
TROUBLESHOOTING
ONBOARDING SUPPORT
Email: onboarding@revelsystems.com
Phone: 415.744.1433 extension 4
SYSTEM CONFIGURATION SUPPORT
Phone: 415.744.1433 extension 2
Website: http://support.revelsystems.com
Revel Systems, the Revel Systems logo, and other trademarks associated with Revel Systems
products referred to in this publication are trademarks of the Revel Systems.
©Copyright 2015, Revel Systems. All rights reserved.