• Make sure you have set up the new company/store in System Administrator (or System Maintenance.) Company 01 already exists, but you might want to change the company name. Note: all company codes must have two digits (01, 02, etc.)
• Make sure you have a User ID set up for the new company or store. This must be done in two places: System Administrator (or System Maintenance) and POS Administrator.
• Set up the User IDs for the new company from the company you already have access to. To set up a user for all companies/stores, enter ** in the "company no." field.

When accessing the Store Record, you will see the following message: Accessing the Store Record with active POS Terminals may cause problems. Are you SURE you want to continue?

DO NOT access the Store Record during business hours at your restaurant, bar, or store while checks are open or while the system is being used. Wait until everyone has closed all checks and logged out of Execu/Touch. (If you are setting up your store for the first time, it will not matter.)

Answer Yes to open the Store Record and continue.

Store Record Setup

This is the Store Record Setup screen:



Store Name/ Address

• Each line may have up to thirty (30) characters.
• This will print on checks/tickets.

Short check message

• Each line may have up to forty (40) characters.
• This will print on checks/tickets.
• Note: For a long check message, select the Ck message button at the bottom of the screen.

Sales Tax1 %Disc
Sales Tax2 %Disc
Sales Tax3 %Disc
Sales Tax4 %Disc

• Enter the tax percentage in the first column. For example, enter 4.5 for 4.5%, etc.
• Type the description in the second column (Sales Tax, Liquor Tax, etc.)
• Use Sales Tax 2 for fixed-rate tax.
• Up to four taxes may apply to each item, and different items can have different taxes.

Automatic check nos? (Y/N/R) 

• Answer Y for the system automatically to generate check numbers.
• Answer R if you wish the check numbers to reset to 1000 each day.
• N is no longer used.

Next check no(auto)

• Enter the beginning check number.  The system automatically will generate subsequent numbers.
• The beginning number cannot be less than 1000.
• Maximum ten (10) characters.
• If you have more than one store or outlet, in more than one company, you should use a unique beginning number for each company, so that the same number does not exist more than once.  For example, Company 01's checks could start with 10000001, Company 02's checks could start with 20000001, etc.
• Once you have started processing checks/tickets, do not change this number unless advised by Execu/Tech. 

End of day password

• Optional field.
• Enter the password required to run End of Day Close or leave blank.
• Used to prevent users from accidentally running of End of Day.
• Maximum eight (8) characters.

Exit program password

• Optional field.
• Enter the password required to exit Execu/Touch POS or leave blank.
• Maximum eight (8) characters.

Input item quantity: (Y/N)

• You should enter N.  If you enter Y, then quantity will be required for each item selected at item/order entry.

No of characters in item no

• Enter 3 or 4.
• This indicates the number of characters used in setting up a menu item.

Use categories? (Y/N/Q)

• Use Q only in this field.

(F)ine dn, (R)etail, f(A)st

• Enter F for the system to function in Fine Dining mode. This will allow table selection, tip entry, and other optional settings or functions.
• Enter R for the system to function in Retail mode.
• Enter A for the system to function in Fast Food mode. 

Sort orders to kitchen?

• You may leave this field blank. It is no longer used. This is now specified in the printer record.

Multiple Property?

• Enter Y if more than one company/store will share this database.
• Enter N if not (N is typical.)

Special code (optional)

Note: If none of these options apply to you, leave this field blank unless advised by Execu/Tech.

Gratuity %

• You may enter a default gratuity percentage, or you may leave this field blank.
• Note: a gratuity is not a tip. A gratuity prints separately on the guest check and is reported differently than a tip.

Print?

• Y = Gratuity will print on the presentation check
• N = Gratuity will not print on the presentation check
• S = Print a suggested gratuity.
• Note: a gratuity is not a tip. A gratuity prints separately on the guest check and is reported differently than a tip.

Print detail on closed ck

• Fine Dining mode only. 
• Answer Y to print details, answer N to not print details.

Use Cash Control Feature?

• Answer Y to require bank, drop, deposit entries.
• Not recommended unless you understand how cash control works and are able to assist new employees.  See POS Cash Management. 

Login by empl password?

• We recommend entering Y in this field.

Timekeeping Setup

• Answer Y if you are using Time & Attendance for clock-in/clock-out.
• Answer N if you are not using Time & Attendance for clock-in/clock-out.
• If you answer Y, the options will pop up. These are self-explanatory.
• Note: If you answered Y but need to change it to N, this window will keep popping up when you click in the Timekeeping Setup field. You can click in the field above it and use your down arrow to move to the field and change it.
  
  

Print Second Currency?

• Answer Y if you wish two currencies to print on the check total.
• A configuration window will open for you to enter your information.

Can servers transfer cks?

If set to Y:

• Server can open another's check.  It automatically transfers to the new server opening the check. 
• Supervisor can open another's check.  It remains the server's check.
• Administrator can open another's check.  It remains the server's check.   
• Cashier can open another's check.  It remains the server's check.
• These rules have nothing to do with the type or level of the original check's server (the owner of the check before you opened it).

If set to S:

• Server opens another's check:  A prompt states, "Wrong server. Transfer this check to you?"  Yes transfers it.  No takes you back to the login screen without transferring.
• Supervisor opens another's check:  Prompt states, "Check belongs to someone else. Transfer this check to you?"  No allows supervisor to add items or close check, while remaining under server's number.  Yes transfers to the supervisor.
• Administrator may open someone else's check:  A prompt states "Check belongs to someone else.  Transfer this check to you?"  Yes transfers the check.  No opens without transferring.
• Cashier opening another's check: A prompt states "Check belongs to someone else. Transfer this check to you?"  No allows cashier to add items or close check. Yes transfers check to cashier.
• These rules have nothing to do with the type or level of the original check's server (the owner of the check before you opened it).

If set to N:

• Server receives message "This check belongs to someone else" and may not open it.  Goes back to login.
• Supervisor may open another's check.  It remains the server's check.
• Administrator may open the check.  It remains the server's check.
• Cashier may open another's check. It remains the server's check. 
• These rules have nothing to do with the type or level of the original check's server (the owner of the check before you opened it).

Note: When going to Options > Transfer Check from an open check:

• Nothing happens when selected by server or cashier.  The ticket stays open until Done/New or Total is selected.
• Administrators and Supervisors are prompted for the check to transfer to.
• Note: These rules apply regardless of how Can servers transfer cks? is set in Store Record.

Password to combine/split?

• Answer Y if you wish to require a supervisor's password in order to combine or split checks.
• Answer N if you do not wish to require a supervisor's password in order to combine or split checks.

Password to create credit?

• Answer Y if you wish to require a supervisor's password in order to create credit checks.
• Answer N if you do not wish to require a supervisor's password in order to create credit checks.

Buttons at the bottom of the screen

Click Yes to save your changes and exit the Store Record.