Open Profile

This will give a list of all available profiles. If more then one profile is listed, take care to open the profile that is needed. This feature is generally used for corporate environments or for authorized Win-EZ Dealers.

1.3.1.3 Security

This is where owners or managers restrict the use of Win-EZ from users not authorized to see the entire program or specific parts of the program.

Checking the "Restricted at startup" button will set restrictions when the program is launched.

The "Password to un-restrict" field is where the password is added or changed for access to the program. By setting a password, the system can be "locked down" from unauthorized users.

The "Privileges when Restricted" field allows the owner or manager to designate who and what is authorized to be viewed or edited without the password.

If unauthorized users access the system by leaving the box UNCHECKED, the user will be unable to access to a certain field.

To unlock restriction, click on the icon at the top of the page. Enter the security password.

1.3.2 Shortcuts

Shortcuts is designed to make navigating to other programs easier. The most common use of

"Shortcuts" is to launch external applications.

If the extra module is installed, by highlighting the program name and selecting the "Execute" button, it will launch the program. Double clicking on the name of the program will launch it also.

To create, modify or delete a short cut Press "Customize". There will be a list of the created shortcuts where they can be modified by clicking "Modify".

Create a new shortcut press "Add".

Enter a name for the shortcut which will show up on the main shortcuts screen.

There is an option to add a caption which will be a detailed description of the title and will show up below the title.

The Command line will give a box to select the program for the shortcut.

Set the "Working Directory" if setting up a DOS shortcut.

Set a password if access is limited.

1.3.3 Media

The media section has multiple uses and is generally a Win-EZ authorized dealer set up. Some line items (1-4) can not be changed because they are hard coded in the system.

Lines 5-30 can be edited for any changes needed in reports and POS.

To Edit a line, double click in the line, or select the edit button.

The description line can be changed for reporting purposes.

Credit Card Type is used to sync the Media in POS to pre configured Credit Card types.

Check the "Non-Sales Media" if the item is needed as a separate line item in reports.

If "Payouts" are being used the payout description can be added or changed. If a new payout is needed, check the box for "payout". This will add the new payout to the list when a payout is performed by an employee.

Selecting the "Deposits Credit Card Media" option will add the media to the Credit Card list in the Deposit feature.

1.3.4 Taxes

Sales Tax: Enter the tax rate that applies

Starting At: Displays the minimum dollar amount that a menu item or guest check will be charged that tax rate. If tax should always be applied then set the amount to 0.00.

Inclusive: Set Inclusive tax to the correct tax rate. If Inclusive/ Exclusive and/ or Smarter Tax is being used the rate must match the current tax rate. Inclusive Check Box: A check should only be in the

"INC" line

Exclusive tax: Set exclusive tax to the correct tax rate. If Inclusive/ Exclusive and or Smarter Tax is being used the rate must match the current tax rate.

To set Inclusive/ Exclusive or Smarter Tax, refer to "Staff/ Job Codes/ Advanced" for more explanation and set up.

Non Tax: leave this field at 0.00 to reflect a non taxed item such as a gift certificate or gift card.

1.3.5 Passcodes

Up to 5 pass code numbers (security codes) are stored in these fields. These are used to access sections of the program designated for manager use only. Using any one of the five will gain access to areas in Win-EZ that can affect money (voids, comps, etc) .

Each owner/ manager can have a separate passcode or the whole staff can use only one passcode but never leave a passcode empty. This allows for full access by unauthorized employees.

NOTE: Change passcode often. Employees do tend to see the numbers being used. For Security purposes using "Manager cards" with keypad entry may be an option. See POS Settings/ Manager Swipe.

When manager cards are assigned (see POS Settings/ Other functions/ Assigning Security Cards) a receipt will print when the card is assigned. By entering the numbers into the Passcode fields, this will allow access into security areas without having to enter a passcode.

REMEMBER: When using manager cards, choose what function is being done (recall a check) then slide the card.

1.3.6 Constants

Double clicking on any line will open a screen to change the text for that line.

1.) Restaurant Name: This will be located on the top of the guest check.

2.) Restaurant Locl: This will be right below the Restaurant Name at the top of the check.

3.) First Line End: This will be located at the bottom of the guest check.

4.) 2nd Line End: This will be located at the bottom of the guest check.

5.) 3rd End Line: This will be located at the bottom of the guest check.

6.) 3rd Line Top: This will appear below the Restaurant Location line at the top of the guest check.

7. - 14.) Survey Line: Survey has been added to POS Settings/ Receipt Printing Options/ Customer Survey

15.) FRCE CALIB 1=ON: Change this between 1 and 0. If 1 is "ON" when a terminal is rebooted it will force the person to calibrate the touch screen. If 0 is "OFF" then a reboot of the terminal will go straight to the log in screen.

16.) This will turn Keypad on or off with 1 = off and 0 = on.

17. - 19.)Survey has been added to POS Settings/ Receipt Printing Options/ Customer Survey 20. - 21.) This will display a message on the pole display when the pole display is not in use.

22. - 28.) Settings for Texas scan drivers license verification system.

29.) 4th Line on receipt footer.

30.) Enter the Product Item number of the Gift Card.

71-78.) This sets the pole displays idle message by terminal numbers.

97.- 99.) Win-EZ dealers information will be placed here.