Sysnet Training Manual - Base Install


Sysnet Training Manual


About

The Sysnet Training Manual outlines how to set up the common components required for a new installation. It also includes training material for Point of Sale and Back of House procedures. An H&L trainer typically guides you through this manual during your initial onboarding with H&L.



Table of Contents

Page #
Session # 1 Discovery9
Session # 2 Database Build11
Introduction to Sysnet Management Principles12
The Windows Environment and How Sysnet Works12
Sysnet Toolbar Options13
Registering Your Company16
Sysnet Users17
Suppliers24
Tax Rates25
Add Expense Groups26
Add Stock Groups26
Add Varieties (Optional)26
Add Ranges (Optional)27
Add Revenue Groups27
Creating Order Print Groups28
Add PLU Groups28
Create Pricenames29
Add Locations29
Inventory and Its Relationship to PLUs (The Two Tier System)31
Stock Group Templates33
Template Examples37
Create Inventory & PLUs Using Templates41
Editing Factors of Selling45
Viewing PLUs46
Create Inventory Without a Template49
Creating PLUs51
Ranging PLUs52
Cloning Inventory52
Changing Selling Prices53
Filtering and Navigation Options54
Checking Your Progress55
System Backup56
Session Two Review57
Discussion Notes58
Session # 3 Database Build59
Review Stock List and Sales Stock List60
Re-linking PLUs60
Stock Status61
Creating Food Menus and Modifiers62
Customising Kitchen and Order Dockets63
Sample Kitchen Dockets66
Creating Debtors68
Designing a Point of Sale Keyboard69
Session Three Review71
Discussion Notes72
Session # 4 Database Build73
Setting Up an Exceed Keyboard74
Sample Exceed Keyboards - Restaurant77
Sample Exceed Keyboard - Restaurant (With “View Complete Table History” Enabled)77
Sample Exceed Keyboard –Bar78
Sample Exceed Keyboard – Bistro78
Sample Exceed Keyboard – Bottleshop/Liquor Store79
Setting Up a Versaterm Keyboard80
Sample Versaterm Keyboard - Bottleshop82
Setting Up a Sinch Keyboard83
Sample Sinch Keyboards83
Setting Time Switches84
Setting Order Printing Options86
Entering Sales Specials88
Creating Mix and Match Promotions90
Entering Barcodes (If Using POS Scanner)93
Price A + Barcode Report94
Session Four Review95
Discussion Notes96
Session # 5 Staff Training97
Point of Sale Training98
Final Database Check98
Discussion Notes99
Session # 6 Office Procedures101
Sysnet Back Up Procedures103
Daily Procedures Checklist105
Weekly Procedures Checklist107
Monthly Procedures Checklist109
Understanding the End of Month Process111
Review of Last Session115
End of Period Procedures115
Till Balancing116
End of Period Reports120
Setting Reports to Print Automatically120
Exporting Reports to PDF121
Refund / Void Sale Procedures122
Void Reports126
SysInfo127
Using Audit Trail132
Basic Debtor Functions137
Sysnet Sales and Balancing Reports141
Cash Balance Report143
Revenue Breakdown Report – Current (Shows Profit)145
Revenue Breakdown Current – Showing Sections148
Revenue Breakdown to Date (Shows Value Sold)149
Revenue and Tender Summary Report151
Time Sales Reports154
Debtor Sales Report157
Discount Sales Report159
PLU Profit Reports160
PLU Profit Report (Historical with Contributions)162
PLU Profit GST Report164
Void Sales Detail Report166
Comparative Gross Sales Analysis Report (PLU)167
Cost Analysis Report168




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