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Restaurant Invoicing Tips


When assigning Server IDs, make sure that they are easy to remember, such as the server's initials.

Item Numbers

When assigning item numbers to items, have all similar items start with the same number. For example, have all burgers start with 1000 (Hamburger - 1000, Cheeseburger - 1001, BLT - 1002, etc.). This will make reports much more organized and easier to read.

Departments

When assigning a department ID to a department, select a number that is similar to the items in that department. For example, if you were to create a department called "Burgers", you would assign it Department ID 1000 since all of the burgers have item numbers that begin with 1000.

A Quick Tutorial of Cash Register Express

This quick tutorial is designed to familiarize you with Cash Register Express. For this tutorial, we will be adding inventory, departments, and customers for a fictitious company. We will also process some transactions to get a feel for the invoicing process.

Add a Department

1. To add a department, select Department Maintenance from the Administrative screen in the Options menu (Modern) or from the Inventory menu (Traditional).
2. A window entitled Department Maintenance will appear on your screen, as shown below: 3. Click on Add.
4. For Department ID, enter 1000.
5. Use to move from Department ID to Department Description.
6. For Department Description, enter Hardware.
7. Choose the Department Type as Regular.
8. Click on Save. You have just entered a department.

Add a Vendor

1. To add a vendor, select Vendor Maintenance from the Administrative screen in the Options menu (Modern) or from the Inventory menu (Traditional).
2. A window entitled Vendor Maintenance will appear on your screen, as shown below:
3. Click on Add.
4. For Vendor Number, enter 1000.
5. Press to move the cursor to the Company Name field. Type NCRS COMPLETE.
6. Press to move the cursor to the Contact First Name field. Type John. Press to move the cursor to the Contact Last Name field then type Smith.
7. Press to move the cursor to the Address fields. Type 15 10th Avenue South. In Street Address and Suite 101 in Extended Address. Move the cursor to the City field then type Hopkins. Move the cursor to the State and Zip Code fields then type MN and 55343.
8. Move the cursor to the Telephone Number field then type 952-938-4426. Press to move the cursor to the Fax Telephone Number field then type 952-933-3188.
9. Click on Save. You have just added a vendor.

Add an Inventory Item

1. To add inventory, click on the Inventory menu, then select Inventory Maintenance. The screen below should appear:
2. Click on Add.
3. Click on the department that you created earlier in Department Maintenance. It is listed in the Department field at the upper left-hand corner of the screen.
4. Press to move the cursor to the Item Number field, or click on that field with the mo use. Type 101.
5. Press to move the cursor to the Description field. Type Buzzsaw.
6. Press to move the cursor to the Cost field. The Cost is how much the item cost to purchase from the vendor. Type 175.00.
7. Press to move the cursor to the Price field. The Price is for how much the item is being sold. Type 275.00.
8. Press to move the cursor to the Retail Price field. The Retail Price is a reference field. It can be used to record how much the item in question is going for in the market. Type 300.00.
9. Press to move the cursor to the In Stock field. This field specifies how much of the item you have in stock. Type 100.
10. Click on Tax 1.
11. Select the vendor that you added in Vendor Maintenance by clicking on it or using the arrow keys to highlight it.
12. Press to move the cursor to the Reorder Level field. This field specifies how much the In Stock amount should be reduced to before needing to reorder this item. Type 25.
13. Press to move the cursor to the Reorder Quantity field. This field specifies how much of the item should be reordered at a time. Type 50.
14. Click on the other tabs to display more options for an inventory item. Enter information as needed. Once you have finished entering all the information for an item, click on Save. You have just added an item to your inventory.

Add a Customer

1. To add a customer, select Customer Maintenance from the Invoice menu (Modern) or the Customer menu (Traditional). The Customer Maintenance screen, shown below, should appear:
2. Click on Add.
3. Assign a Customer Number in the Customer Number field. It is recommended that you use the customer's telephone number. For this customer, type 2673500.
4. Press to move the cursor to the First Name field. Type John.
5. Press to move the cursor to the Last Name field. Type Smith.
6. Press to move the cursor to the Company Name field. Type NCRS COMPLETE.
7. Press to move the cursor to the Primary Phone Number field. Type 952-938-4426.
8. Press to move the cursor to the Street Address field. Type 15 10th Avenue South Suite 101.
9. Press to move the cursor to the Alternate Phone Number field. Type 952-933-3188.
10. Press to move the cursor to the City field. Type Hopkins.
11. Press to move the cursor to the State field. Type MN.
12. Press to move the cursor to the Zip Code field. Type 55343.
13. Click on the arrow next to the Discount Level field and choose B.
14. Click on Save. You have just added a customer with only the basic customer information

You may need to enter the information in other fields later on down the road. NOTE: CRE does not require you to enter customers. The default will always be Cash Customer.


Return to pages on Restaurant Pro Express or Dissecting The Invoice Screen

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