TABLE OF CONTENTS
- Start your shift: Clocking in using Pin / Retrieving Pin via SMS
- Onboarding customers to Touchpoint Loyalty
- Adding Orders
- Payments
- Payment Exceptions
- 1. Cancel Order (unpaid)
- 2. Cancel Order (during ordering process)
- IMPORTANT: What not to do when cancelling Orders!If you want to cancel an order, do not delete the individual Items but instead cancel the whole order.
- 3. Refund paid Credit Card order from counter
- Pause and resume orders
- Ordering for a future pickup time (deferred orders)
- KDS Quickstart
Start your shift: Clocking in using Pin / Retrieving Pin via SMS
The opening process is quick and easy with TouchpointPRO! Log In with your PIN, Clock In to start your shift and finally choose your Role for this shift.
If you are working at a register, you’ll be prompted to start a Cash Drawer. Enter Starting Cash for your Shift, e.g. $50.00 and tap “Start Cash Drawer”.
- Log In with your PIN
- Clock In to your shift
- Choose your role (Barista, Shift Lead etc.)
- Start Cash Drawer
Forgot your PIN?
Tap SMS PIN and enter your phone number to resend.
BTW, this works for all employees who are set up with a phone number!
Onboarding customers to Touchpoint Loyalty
Touchpoint reinvented Local Marketing for the best guest experience and highest loyalty participation.
Knowing your customer allows serving them quicker and sending customised offers.
Every order is an opportunity to onboard customers to your loyalty program!
Register a new Loyalty member
Onboarding new loyalty members is quick and easy in Touchpoint. All you need is the customers phone number.
Barista: "Hi! Are you in our loyalty program? No? Can I give you $1.50 off your next order?"
- Tap Loyalty Members in navigation bar
- Enter phone number and tap Add new customer
- Enter customer Name (optional, but want the name!) and Continue Ordering
Your customer is logged in and ready to collect loyalty points and rewards with each order!
Customer View
Know who your customers are, and offer them exactly what they want. Touchpoint enrolls and tracks 3 to 4 times more customers than our digital loyalty competitors.
That means we can engage more customers and increase sales further.
Adding Recent Items
- Tap Loyalty Members and enter phone number to log in the customer.
- Find customer name and previously ordered items in Recent Orders
- Re-Order Items from previous orders and Continue Ordering
Or want to apply a reward before continuing!?
Offer available? Apply special offers and coupons
Tap Overview in the navigation bar to find the customers Offers and Rewards.
Note: first an Item to order, then apply reward.
Adding Orders
Adding Order is easy and intuitive with TouchpointPRO!
4 easy steps to process an Order!
- Log in customer to loyalty program.
- Select the Item
- Select Options. required Options are highlighted red.
- Payment. Total out the order and choose payment method. Collect and print receipt.
Watch the Order Status as it gets prepared by the Kitchen. Once it’s ready, hand it to the customer and Start new Order.
Menu Search
Search specific items and ingredients.
Open Search function (top left corner)
- Type in what you are looking for, e.g. avocado
- Add Item directly to Order from the Search
Choose Service Type Eat In or To Go
Adding Name or Notes to Order
Item Modifiers
In TouchpointPRO you will find different types of Option modifiers on Items.
- Required Options need to be selected before adding Item to Order.
- Quantifiable Options. How many extra shots do you want?
- Selectable Options. Select Options like Decaf, Caramel Drizzle etc.
- Item Quantity. Add multiple identical Items.
Item Quantity: Adding more of the same kind
Learn now how Touchpoint’s 1-tap-switch between related Items works. It’ll save you a lot of time!
Transform Item
Touchpoint’s Transform Item feature allows quick 1-tap switching between Related Items.
Switch easily from Iced Mocha to Hot or Blended Mocha, or change from Cheese Bacon Bread to Cheese Jalapeño Bread.
“Can I have a Hot Latte please?”
“Wait—Make it a Medium Decaf with Vanilla flavour.”
“Hm… Can we make it a Blended Latte instead, with the same Option choices!?”
If Items share the same Option Choices, in this case SIZE, COFFEE COMMONS and FLAVOURS, selected choices will transfer as well, saving you a lot of time!
Entering “Prep Notes”
Use prep notes to enter custom requests to ordered items.
Tap item to add it to the order. Choose Options and scroll down to enter “Prep Notes”.
Note: Frequent prep notes should be options.Edit an ordered Item
- Tap the item that needs to change
- Select Edit
- Change Options and select Save
Delete an Item
To remove an Item from the Order simply tap the Item and select Delete Item.
“+1” to add same or similar Item
“I’ll have that too but make it Medium”.
- Tap the item and select +1
- Change Size from Large to Medium and tap Add. (Change any option you wish)
- Medium Hot Chai Latte was added to Order.
Add Item Discounts
Tap the Item where you want to apply the Discount and select the discount.
You can apply multiple discounts to a single order!
You’ve applied the wrong discount?
To remove a discount, simply tap on the item again, select the discount and the discount will be removed.
Payments
Touchpoint combines all payment methods in one screen. Proceed to Tender Screen (tap Total in bottom right corner) to finalise the transaction.
- ModifyingItem Options is still possible on the Tender Screen.
Simply tap on an Item and select Actions. You do not have to go back to edit Items or to add Discounts. - Loyalty Program. A loyalty member can still be signed in, even after processing the payment, all until you start a New Order.
- Any Payment Method can be used, such as cash, debit & credit, gift cards and also custom tender types (tap Other)
- Cancel or Pause Order
Order Discounts
While the Item Discount gets applied to an individual item, the Order Discount applies to the whole orders Subtotal.
- Tap SUBTOTAL to open Order Options.
- Select Order Discount
- Discount is applied to Order Total. Collect remixing Balance.
Custom Order Discounts
Select Add Custom Discount
Choose Custom Discount Type amount $ or percent % and enter value, e.g. 10%.
Select Discount Code Employee or Comp. Tap Okay to apply custom Discount
Remove Order Discount
You’ve applied the wrong discount?
To remove a discount, simply tap SUBTOTAL and select Remove Discount! In the now open window
swipe left the discount and Delete.
Split Payment
Split Payments are easy and flexible in Touchpoint!
You may make any combination of cash, check, credit card and gift card, on one order ($10 order. $4 on Cash, $4 on card, $2 on Gift Card).
With each payment made, Touchpoint will tell you how much has been collected and the remaining amount.
Accepting Gift Cards
Every time a customer pays with a Touchpoint Gift Card you will see the card balance after scanning their card.
From the Tender Screen select Gift Card:
- Scan customer’s Gift Card – balance will appear beneath scan box, if balance is in sufficient to pay total alert message will appear above scan box
- Tap Next – customer selects tip/no tip to complete transaction
- Remaining balance on Gift Card will display
Closing out “0 Dollar” Order
You will close out a $0, e.g after applying a 100% discount (free drink).
All Tender Options are greyed out. Tap Other, then Close Order.
Other Tender Types
Tap Other to get access to Other Tender Types.
Find here custom tender types like DoorDash or Checks.
Payment Exceptions
1. Cancel Order (unpaid)
To cancel an order,
- go to POS Menu (hamburger menu icon in top left corner),
- Order History
- Search by Order Number
- Reopen Order
- Cancel
Let's find order 0282 and cancel it…
2. Cancel Order (during ordering process)
If you want to cancel an order during the ordering process, simply proceed to Tender Screen and tap Cancel.
IMPORTANT: What not to do when cancelling Orders!
If you want to cancel an order, do not delete the individual Items but instead cancel the whole order.
If you want to cancel an order, do not delete the individual Items but instead cancel the whole order.
3. Refund paid Credit Card order from counter
If an Order is paid, you do NOT cancel but refund it instead!
To refund an order,
- go to POS Menu (hamburger menu icon in top left corner),
- Order History
- Search by Order Number, e.g. 0156
- Tap order to drill in
- Issue Refund
- Choose a Payment to Refund
Pause and resume orders
...easily, e.g. if the customer forgets the wallet in the car or to collect unpaid Linebuster Orders.
Pause Order
To Pause an order, proceed to the tender screen and tap Paused.
Resuming and order from Paused Orders
To Resume a paused Order, navigate to Setup (hamburger icon in top left corner) > Paused Orders.
Find here your order, open and resume it.
Ordering for a future pickup time (deferred orders)
Create Deferred Orders with a promise time in the future.
- Log in customer to update pickup time!
- Open the order Details screen (top right corner)
- Toggle Set Promise Time
- Set promise Time
- Save and complete the Order
KDS Quickstart
TouchpointPRO’s new KDS is an amazing tool that will make your daily work in the kitchen more efficient, accurate and easier.
Long Pressing on KDS for Recipe to expand
You want to get an order ready but you can't remember how to prepare it?
No problem and no need to consult someone!
Simply long tap on the item in your order to reveal the Recipe!
Claim item & mark item as prepared
Check off items when complete.
Tap a single item to claim it. Tap again when it’s done. Or simply tap status “Done” when all items are prepared.
Mark Order as “Picked Up” when delivered to customer
The order now shows check marks on all items which means it’s Done.
The Cashier at the window gives the drinks and presses Picked Up!