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SWIFT POS - The CASH-B Warehouse Solution (Detailed)

FINE DINING POS
SWIFT F&B's Point of Sale function saves time and money by reducing errors and improving the efficiency of the wait staff. Waiters and waitresses spend less time totaling guest checks and routing orders and more time serving customers. The Fine Dining POS module can operate with 101 keyboards, programmable keypads, touch screens and/or light pens. The Point of Sale function, like all other SWIFT F&B functions is very user friendly. Training time for employees is typically 15 minutes or less. The Highlights of the Point of Sale function are described below.

Status Screen
The SWIFT F&B "status screen" shows the complete state of the restaurant. Hostesses can quickly see which tables are occupied and which are available. Managers can see which employees are clocked in. Waiters and waitresses are notified when food or beverage orders are ready, and a unique bulletin board system notifies employees of daily specials and sold out items.

Guest Checks
A user defined message can be printed at the bottom of the guest check. The message can be changed as often as desired and is useful for advertising specials, happy hours, etc. Modifiers can be made to appear on guest checks, or optionally blended in with its associated menu item. For example, a Scotch on the rocks that costs $4.00 for the Scotch and $.50 for the rocks will appear on the guest check as "Scotch" with a price of $4.50.

Bulletin Board
SWIFT F&B includes an electronic bulletin board that can be used to convey messages to the restaurant staff. Bulletin board messages can include information on daily specials, soup of the day, etc. Managers can add or delete messages at any time. SWIFT F&B also uses the bulletin board to inform employees when certain items sell out. For example, if there are a fixed number
of dinner specials to be offered on a given day, SWIFT F&B will automatically post a message to the bulletin board the moment the last one is sold.

Frequent Diner Program
SWIFT F&B provides tracking of frequent diners. In addition to saving the customer's name and address, SWIFT F&B will record the last purchase date, the number and dollar value of past purchases and the customer's birth date. Promotional mailings can be done based on any or all of these fields.

Server Notification
The server notification feature enables the kitchen staff to notify servers when food is ready. Kitchen personnel simply key in the server's ID number and the name of the server will blink at all point of sale terminals.

Preparation Printers
SWIFT F&B is capable of sending orders to numerous preparation printers located throughout the restaurant. SWIFT F&B automatically routes each item to the appropriate place (i.e., food items go to the kitchen and beverages go to the bar). SWIFT F&B utilizes a sophisticated algorithm for totalling and sorting items on preparation printouts. This ensures that items appear in a logical sequence and that duplicated items are totalled rather than repeated.

Preparation Displays
SWIFT F&B can utilize video displays in lieu of preparation printers. Prep displays can be operated using either keyboard or touch screen. Up to eight orders can be displayed at once on a single prep display. Orders are maintained in chronological sequence. When an order is complete, it is cleared from the screen and all subsequent orders are advanced forward in the queue. Cleared orders can be recalled at a later time if necessary.

Compulsory Prep Instructions
Preparation instructions can either be compulsory, or optional. Compulsory prep instructions appear in a pop-up window each time an item is ordered. Servers must select an item from the list before continuing. This ensures that all orders sent to the kitchen have adequate information to be prepared.

Item Correction
Improperly entered food and beverage orders can be easily changed and/or deleted before being "Sent" to the preparation printers. Once "Sent" however, items can still be deleted but a manager password is required. SWIFT F&B keeps a careful tally of all deletions and can print a report showing each deletion, along with the reason for the deletion and the employee who made it.

Tracking of Voids
Voided checks are tracked by employee number. SWIFT F&B asks for an employee number and the employee's password at the time of the void. A special "VOID" report shows all voids and the employees who made them.

Automatic Price Level Change
SWIFT F&B allows up to 6 price levels for happy hours, lunch and dinner pricing, etc. The price level can be changed manually, or automatically based on a user defined time schedule.

Seat Management
SWIFT F&B provides the ability to assign seat numbers to each item. The kitchen print out shows the seat numbers so that runners can tell which items go to which customer without having to ask.

Split Checks
SWIFT F&B easily handles separate checks. Checks can be split at any time before or after the bill is printed. Once split, each "sub-check" can be modified, printed, or settled independently of the others. SWIFT F&B also provides the ability to "un-split" or re-combine a split check back into a single check.

Split Payments
SWIFT F&B allows each guest check to be settled using multiple forms of payment. For example, customers may settle a check using part cash, and part credit card, or split up a payment between
two or more credit cards. Up to 4 methods of payment may be used for tendering each guest check.

Menu Recipes
Menu recipes provide the ability to enter descriptive text for each menu item. The recipes can contain descriptions of entrees or daily specials which can be viewed by waiters and waitresses. Or they can contain special cooking instructions for the kitchen staff. You can also enter recipes for "off-menu" items making the menu recipes useful as a bartender's reference for hundreds of mixed drinks, shooters or specialty drinks.

Revise Settlement
If a server accidentally chooses the wrong method of payment, for example, if he settles a VISA transaction using CASH, or vice versa, the settlement can easily be revised. This feature can be password protected.

Fast Transactions
The Fine Dining POS module provides a "Fast Transaction" mode for quick service bars. Unlike regular "table" transactions, "Fast Transactions" do not require entering the table number, employee number, or number of customers. Just start an order, enter the items, and settle.

Multiple Tax Types
SWIFT F&B can handle nearly any type of tax situation, including straight percentage and/or Value Added Taxes (VAT's). The tax amount for food sales can be set independently from beverage and/or liquor sales. SWIFT F&B can track up to 5 independent tax types. In addition, SWIFT F&B has 2 distinct tax tables (each with 5 tax types), allowing one tax structure for dining room transactions, and a completely independent tax structure for bar transactions.

Tax Exemption
Tax exemption can be applied to any check. This feature requires a manager password. Weekly and monthly sales reports show the total non-taxed sales.

Discounts
The user can define an unlimited number of discounts (i.e., senior citizen discount, employee discount, police discount, etc.). Each discount can have a different percentage and/or a different password access level. SWIFT F&B can also accommodate 2 for 1 discounts or "buy one get one free."

Automatic Gratuities
SWIFT F&B can apply automatic gratuities based upon the size of the party and/or the check total. The gratuity amount is printed automatically at the bottom of the guest check.

Multiple Cashiers
SWIFT F&B is capable of tracking up to 99 cash drawers. The cash drawer reconciliation report shows the starting amount in the drawer, and the total revenues broken down by method of payment (i.e., cash, check, VISA, etc.).

Cash Pay Outs
SWIFT F&B provides the ability to track cash pay outs. A cash pay out report shows the amount of each pay out and the reason for the transaction. The end-user can optionally enter a description which is also printed on the cash pay out report.

Room Charges
For restaurants that are located within a hotel or motel, SWIFT F&B can track payments that are charged to customers' rooms. Each room charge is printed at the hotel front desk along with the room number and the charge amount.

Employee Meals
SWIFT F&B provides the capability of tracking employee meals. An "Employee Meals" report shows the date and time of each meal, the amount of the meal, and the total meals for each employee.

Transferring Checks
Checks can be transferred from one server to another. This feature can be password protected.
Transferring Items In addition to transferring checks from one server to another, SWIFT F&B has the ability to transfer items from one table to another. This feature is useful for consolidating checks, or for transferring drinks from a bar order to a sit down table order.

Foreign Currency
SWIFT F&B is capable of handling two types of currency. The user can define the exchange rate for converting from one currency type to the other.

Credit Card Authorization
SWIFT F&B provides an interface with IC Verify for credit card authorization. With a single modem residing in any computer on the network, credit card verification can be performed at any POS terminal equipped with an inexpensive magnetic stripe reader. The credit card receipt is printed on the same printer used for printing guest checks.

DELIVERY MODULE
SWIFT F&B's Delivery Module is the perfect solution for quick service operations. Originally developed for delivery and carry out operations, it is also well suited to fast food, cafeterias, bars, delicatessens and any foodservice operation that requires quick order entry. The Delivery Module can be operated stand alone, or in tandem with the Fine Dining POS module. The core of the Delivery Module is the same as Fine Dining POS; therefore, employees who are familiar with one will immediately be able to use the other. And like its fine dining counterpart, the Delivery Module will operate with specially programmed keyboards, light pens, or touch screens.

Customer Database
The Delivery Module maintains a database of past customers along with relevant information such as the customer's name, address, telephone number and directions to the customer's place of residence. All this information is automatically printed at the top of each guest check and used by the driver in making the delivery. The customer database also maintains a record of the last date the customer ordered and the total purchases. Customers in the database are accessed via their unique telephone number (plus an optional 4 digit phone extension). If a customer is not in the database, the user is presented with a blank data entry screen for entering the customer's name and address. For repeat customers, the name and address is displayed, and the user has the option to accept the information as is, or modify it.

Delayed "Send"
New orders can be marked for delayed send whereby rather than sending the order immediately, the user can specify the exact time when the order is to be "sent" to the kitchen.

Locate Window
A "Locate" window provides quick recall of previous orders. The "Locate" window shows the customer's name and address, the driver, and the order status (i.e., new order, being delivered, or settled). The "Locate" window is selective so only specific orders of your choosing are shown. Selection criteria include: new orders, orders being delivered, settled (or closed) orders, orders for a single driver and/or orders marked for delayed send.

Caller ID Interface
SWIFT F&B can read "Caller ID" information so the customer's phone number is automatically displayed on screen before answering the phone. For repeat customers, the name, address and other relevant information are also displayed. The Caller ID interface is not only a time saver, but can significantly reduce lost revenues due to prank phone calls.

Street Database
For quicker entry of customer addresses, SWIFT F&B maintains a database of streets in the local delivery area. When a new customer calls, a street lookup window appears. The user types the first few letters of the street name and SWIFT F&B automatically fills in the full street name and all other information applicable to the street, including: city, state, zip code, map code, and directions.

Mailings
SWIFT F&B can print mailing labels using the customer database. Support is provided for both laser and dot matrix printers. Mailings can be selective based upon various selection criteria (total purchases, zip code, birthday, etc.).

Phone Prefix Lookup
To expedite the entry of customer phone numbers, the Delivery Module has the ability to quickly recall 20 of the most frequently used phone number prefixes (area code and 3-digit phone number prefix), making it necessary to enter only the last four digits of the customer's phone number.

Last Order Recall
The Delivery Module keeps a record of previous purchases. When a customer calls, his/her previous order is displayed on the screen, and the user is given the option to recall the order, or start a new order from scratch.

Driver Revenues
The Delivery Module keeps an independent tally of sales for each driver. Just prior to making a delivery, each order can be "assigned" to a driver. A revenues report, printed when the driver clocks out, shows the total revenues earned during the shift.

Money Drops
Delivery drivers can make periodic money drops during a shift. A receipt is printed for each money drop. The total money drops are subtracted from the drivers revenues report to compute the net amount due to the establishment.

Retained Check
The Delivery Module utilizes a retained check system, whereby each order can be recalled or changed at any time prior to settlement. After settlement, checks can still be viewed or printed, but can not be modified.


TIMEKEEPING AND PAYROLL

Built-In Time Clock
SWIFT F&B incorporates a built-in time clock. Employees clock in and out at the beginning and end of their shift. For each shift, SWIFT F&B will print a time slip showing the hours worked and wages earned. SWIFT F&B also provides a variety of reports that highlight employee performance in areas such as sales, voids and deletions, and employee meals.

Job Categories
Each employee may work up to 5 different jobs, each with a different hourly rate. Employees working 2 or more jobs are required to specify a job category when clocking in.

Revenue and Tip Tracking
SWIFT F&B automatically tracks revenues and tips for waiters and waitresses. When employees clock out at the end of a shift, SWIFT F&B prints a report showing revenues (broken down by method of payment) and tips. The report also shows sales broken down by menu category (i.e., food sales, beverage sales, deserts, appetizers, etc.).

Employee Work Schedules
SWIFT F&B's work schedules can save thousands of dollars each year by preventing early clock-ins and late clock-outs. Work schedules define the times when each employee is scheduled to work.

If an employee attempts to clock in or out outside of his or her scheduled hours, a manager password is required. A user defined grace period allows several minutes leeway for clocking in early, or clocking out late. The grace period can be set to any number from 0 to 30 minutes.

GUEST ACCOUNTS
SWIFT F&B's Guest Account Module makes tracking customer accounts a snap. Totally integrated with Point of Sale and back-office, the Guest Account Module allows customers to charge purchases to their account. SWIFT F&B keeps a tally of charges for each customer and can print a report showing account activity for any specified period of time.

Charge Privileges
The Guest Account Module lets you enable (or disable) charge privileges for each account. Delinquent accounts and accounts that are not up to date can be disabled from making charges.

Point of Sale Interface
In the Point of Sale module, if "On Account" is selected as the method of payment, SWIFT F&B will automatically ask for a customer account number. SWIFT F&B will only allow the charge to go through if a valid account number is entered and the account is in good standing.

Customer Invoices
Invoices are automatically generated for accounts having non-zero balances. Invoices can be generated bi-weekly, monthly, or for any desired time span. The customer's name and address is printed on the invoice so it will show through the window of a standard #10 envelope.

Payments
Payments are recorded by simply entering the customer's account number and the payment amount. The user can enter an optional description for the payment which is printed on activity reports.

Customer Name Search
Customer accounts can be recalled by account number, or by using a handy search feature. Using the search feature, customers can be located by first name, or last name, or a combination of both.

Account Activity Report
An activity report can be printed for a single account (or range of accounts) for any period of time. The activity report shows all charges, payments, and balance adjustments along with a running balance throughout the report period.

Import/Export
The Guest Account module provides import and export facilities, allowing it interface with other accounting or country club systems. Contact Action Systems, Inc. for specific information.

HOSTESS MODULE
The Hostess Module provides orderly management of reservations and waiting lists. Totally integrated with SWIFT F&B's Point of Sale, the Hostess Module provides accurate estimates of wait times and table availability.

Waiting List
The Hostess Module maintains a waiting list with the name of the customer, the number in their party and their smoking preference. Customers can easily be added or removed from the list. The list is displayed in chronological order so that customers are served on a first come first serve basis. The waiting list can also be used to keep track of reservations. An unlimited number of reservations can be stored in the waiting list and reservations can be made days or even months in advance.

Customer Search
The customer search features allows searching for customers by first name, last name, or a combination of both.

Dining Room Display
The status of the dining room can be displayed at any time. At a glance, the dining room display shows the status of each table in the restaurant, whether available, occupied, or if the check has been printed. The hostess module can be toggled between the dining room display and the waiting list display.

Table Query
The user can query a table at any time. The query window shows all relevant information for the table including the number of seats at the table, the smoking preference, whether or not the table is occupied and if so, the server for the table and the estimated time when it will be free.

Compute
The compute function is where the real power of the hostess module is unveiled. When executed, the compute function displays a window showing the time each table is expected to become available and the first customer on the waiting list who matches the seat count and smoking preference of the table.

This completely eliminates the guess work involved in estimating wait times. By executing the compute function, the hostess can tell a customer in advance, the table he or she is most likely to be assigned to, and the time it will be free. The compute function can also estimate the wait time for new customers who are not yet on the waiting list.


REPORTING

The information provided by SWIFT F&B reports enable tight control and allow managers to make faster, more accurate decisions regarding labor scheduling, vendor selections, menu prices, and general operation of the restaurant. SWIFT F&B is capable of printing a wide variety of reports which provide up-to-the-minute information on restaurant sales, food and labor costs, inventory levels, etc. Reports can span any time period from a single day to an entire year. Each report provides a filtering capability whereby the user can decide exactly which transactions to include in the report and which not to include. Filtering can be applied in one or more of the following ways:

  • By employee number
  • By table number
  • By time of day
  • By cash drawer number
  • By number of customers

For each filter parameter, the user can specify a minimum and a maximum (or range) of values to be included in the report. This powerful feature provides the ability to customize each report, making it as specific (or as general) as the user requires. And multiple filter conditions can be used simultaneously.

As an example, SWIFT F&B's "Group Sales" report shows a breakdown of sales by menu category (i.e., food sales, beverage sales, dessert sales, etc.). Without filtering, the report is useful for menu planning and for keeping track of the hot sellers. With filtering, the same report can be printed for a specific employee, or by time of day, or for a range of table numbers, or a combination of all these parameters, allowing the report to be used in different ways. For a printed listing of SWIFT F&B reports, contact Action Systems or your local dealer.

SWIFT CENTRAL OFFICE MANAGEMENT
SWIFT F&B's Central Office module facilitates the management of multi-location chain operations. Using a modem, the Central Office module automatically downloads the sales and employee data from each store location in the middle of the night. At the central office, the user has access to all sales and employee reports for each location. In addition, there are a limited number of reports which show consolidated sales for all locations. To minimize modem connect time and costly long distance phone bills, efficient data management is utilized at both the remote location and the central office. Rather than transferring all sales and employee data, only "new data" is transmitted (i.e., data generated AFTER the previous data transfer). File compression is used to further reduce the data volume. File compression is approximately 90% efficient so it yields roughly a ten fold improvement in the transmission time.

In addition to transferring sales data from a remote location to the central office, the user can designate specific files to transfer in either direction. This enables menu or price changes to be made from the
central office and downloaded to the remote location, or specific files to be uploaded to the central office.

INVENTORY
SWIFT F&B's inventory control module provides accurate tracking of inventory levels. It streamlines the purchasing process by printing shopping lists of items that are low, or out of stock. Employee theft and abuse are dramatically reduced through tighter monitoring of inventory levels.

Depletion Methods
SWIFT F&B is capable of depleting inventory using four different methods as described below:

  • Depletion by sales, the most common method of depletion, causes inventory levels to be adjusted based upon the actual items sold. This depletion method utilizes "menu explosion." Depletion by number of customers adjusts inventory levels based upon the number of customers that were served.
  • Depletion by date causes inventory levels to be reduced a fixed amount each day.
  • Manual depletion is useful for banquets and catering events where large, known quantities of items are removed from inventory.

Menu Explosion
SWIFT F&B is capable of menu explosion whereby each menu item can have ingredients consisting of one or more inventory items. By knowing the most recent market price of each inventory item, SWIFT F&B automatically computes costs and margins for the items.

Shopping Lists
Shopping lists identify items that are low, or out of stock. The lists may be grouped according to vendor, or by inventory category. The shopping list also provides an estimated budget for replenishing the inventory back to desired levels.

Import Vendor Purchases
SWIFT F&B has the ability to import vendor purchase information from standard ASCII files.

Theft Detection
Each time a physical inventory is taken, SWIFT F&B compares the actual stock on hand to the stock that should be on hand based on sales, and computes the "losses." Though it is normal to expect some loss due to waste and spoilage, unusually high losses can indicate items which require more careful monitoring.