New POS Questions

This form will help us get your new system up and running. We’ll get most of our answers from your menu, but these are the most common questions we have that a menu usually doesn’t cover. Please set aside 30-45 minutes to fill out the form completely. The more thorough you are, the better we can prepare your new system. Reach out if you get stuck or have any questions. 563.231.5227 or email support@phusion365.com

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– Step 1 of 6

Owner/Manager Information

Business Name *

Your Name *

Email *

Is this the official email for the business or is there a different address?

• This is the business email.
• There is a separate email for the business

Business Email

Logo

Click or drag a file to this area to upload.

If you have a good copy of your logo, upload it here.

Next

What the tax rate for your restaurant?

Inclusive Tax

• Make Alcohol Tax Inclusive
• Make Food Tax Inclusive
• Make All Items Tax Inclusive
• No Items Tax Inclusive (tax will be added to all items)

Generally at bars the tax on alcohol is included and food is not.

Next

Hours of Operation

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Next

Employees

Would you like to add managers?

• Yes
• No

Adding Managers

Manager Name

Login Code

This is the code to log in to the point of sale system’s front of house. This numeric number can be any length.

Administrative Access

• End Day Functions – The ability to view all financial functions on the point of sale
• Back of House – Programming features, such as adding new employees and menu items, as well as price changes
• Reporting – All the business’s financial reports
• Dashboard – For viewing daily deposits, ordering gift cards, as well as management of marketing tools such as the loyality program and marketing campaigns.

Select which sites the manager should be able to access.

Manager Email *

Job Positions

• Yes
• No

Would you like to add the various job positions in the business? Examples would be Servers, hostesses, cooks, dishwasher, etc. Some people just have one call kitchen for the kitchen staff. Also you can add the pay rate for each job position. You can add custom pay rates when you enter individual employees.

Job Positions

Job Position Name

Default Pay Rate

Clock In Only?

• No
• Yes

This is usually enabled for those who only need to clock in and out on the point of sale without actually accessing any other features.

Employees

• Sure, lets do it!
• Not right now

Would you like to add your employees now? Here you can add your employees as well as their job positions. You can also specify their pay rate if its different than the default pay rate for the job position they’re assigned.

Adding Employees

Employee Name *

Login Code

This is the code to log in to the point of sale system’s front of house. This numeric number can be any length.

Job Position *

Pay Rate

Enter this only if the employee’s pay rate is different than the job position’s default.

List all table seating you have

Indoor Seating

• Indoor Seating

How Many Indoor Tables?

Barstools

• Bar Stools

How Many Bar Stools

Outdoor Seating

• Outdoor Seating

How Many Outdoor Tables?

Other Seating…

• Other Seating

Other Seating

List any other seating you may have here.

Online Ordering Questions

Online Ordering *

• Yes
• No
• Maybe Later

Do you plan on utilizing the online ordering feature of your point of sale? If so, make sure you download and fill out this Website Questionnaire if you haven’t already done so.

Do you plan on offering delivery? *

• Yes
• No

Delivery fee, if any.

Integrated 3rd party delivery apps. *

• Yes
• No
• Not sure, send me more information

You do have the option of offer 3rd party delivery apps such as Uber Eats, Grub Hub, Door Dash, etc., This eliminate the need for separate tablets and printers for each app you use for delivery. There is a $120 fee to use this integration with a company called Chowley. If this is something that you would be interested in, select yes and your Phusion365 rep will contact you with more information.

Online Ordering Hours

• Follow hours set in previous section
• Custom Hours

Will your online ordering schedule match your current hours of operation or will they be customer hours? Regardless of your answer, you will still be able to manually pause/enable online ordering from the front of house at any time.

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Do you want to offer your whole menu available for online ordering?

• Yes
• No, I want to exclude certain items

Excluded Menu Items

Enter any items you don’t want available for online ordering.

We can provide various QR codes suited to your restaurant. See below for descriptions of each.

We would like the following QR code options:

• Order & Pay At Location – For guests at the restaurant, waiting in line, but not at a specific table
• Order At Table – For guest sitting at a table.
• QR Order & Pay – Guests can start an order and keep a running tab, then pay online when done

Menu Build

At this point if you have not sent your Phusion365 representitive a copy of your menu, you can upload it here. The purpose of this section is to answer questions that we generally can’t get from your menu.

Upload Menu

Click or drag files to this area to upload. You can upload up to 10 files.

Upload the menu here, as well as any other specials or prices you wish us to include in your menu build.

Sandwiches/Burgers

Do you offer burgers and/or sandwiches?

• Yes
• No

Included Sandwich Toppings

This section is for all sandwich/burger toppings that are included at no charge on your basic burger. Please include the pricing/if any if the customer orders extra.

Toppings

• Lettuce
• Tomatoes
• Onions
• Pickles

Cost for Extra

Other Items Included

Cost for Extra

Additional Sandwich Burger Toppings

This section is for all available toppings for your sandwich/burgers that are chargeable.

Item

Cost

Do you allow customers to order their burgers to temp?

• Yes
• No

Cheeesburger Cheese Choices

• American
• Cheddar
• Swiss
• Pepperjack
• Gouda
• Bleu Cheese
• Havarti
• Parmesan
• Other

Other Cheese to Add

Add/Extra Cheese Cost

Salads

We offer Salads on our menu

• Yes
• No

Included Salad Toppings

This section is for all salad toppings that are included at no charge on your basic side salad. Please include the pricing/if any if the customer orders extra.

Toppings (copy)

• Lettuce
• Onions
• Cheese
• Croutons

Cost for Extra (copy)

Other Items Included (copy)

Cost for Extra (copy)

Additional Salad Toppings

This section is for all available toppings for your salads that are chargeable.

Item (copy)

Cost (copy)

Salad Dressings

• Ranch
• French
• Thousand Island
• Blue Cheese
• Caesar
• Italian
• Balsamic Vinaigrette
• Oil and Vinegar
• Honey Mustard
• Greek
• Sesame Ginger
• Creamy Garlic Dressing
• Chipotle Ranch Dressing
• Avocado Lime Dressing
• Miso Dressing
• Cilantro Lime Dressing
• Poppy Seed Dressing
• Raspberry Vinaigrette
• Lemon Vinaigrette
• Soy Sauce Dressing
• Buffalo Ranch Dressing
• Italian Herb Vinaigrette
• Dijon Mustard Dressing
• Fat Free Ranch
• Fat Free Italian
• Fat Free Thousand Island
• Add Others…

Other Dressings

Cost for Extra Dressings

Breakfast

We Offer Breakfast

• Yes
• No

Egg Cook Type Choices

• Sunny Side Up
• Scrambled
• Over Easy
• Over Medium
• Over Hard
• Basted
• Poached
• Other Ways….

Other Egg Cook Methods

Toast Choices

• White
• Wheat
• Rye
• Sourdough
• Raisin
• English Muffin
• Croissant
• Other Types of Toast….

Other Types of Toast

Hashbrown Add Ons

Add On

Cost

Specials

We Offer Daily Specials

• Yes
• No

Specials

Special Name

Days of Week

• Monday
• Tuesday
• Wednesday
• Thursday
• Friday
• Saturday
• Sunday

Time Available

Price

Add Remove

Happy Hour

We Offer Happy Hour

• Yes
• No

Happy Hour Description

Days of Week

• Monday
• Tuesday
• Wednesday
• Thursday
• Friday
• Saturday
• Sunday

Time Available

Price

Add Remove

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Will you be accepting tips?

• Yes
• No

Amounts on (copy)

Suggested Tip Amounts

• 18%, 20%, $25%
• 18%, 25%, 30%
• 15%, 18%, 20%
• Other Amounts

There will be three default choices for the suggested tip amount. You can choose from the above most common amounts or you can specify specific amounts you’d like to be displayed. Regardless of the the choices, the customer is still allowed to put in a custom amount.

Custom Suggested Tip Amounts

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• Yes
• No

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