Pool House Manager Version 7 New Features

 

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This is a list of features added to Pool House Manager (PHM) Version 7.  For features added to earlier or newer versions, please refer to the last few pages of the program manual.  The manual is available at the program's download site.

PHM 7.0 has these new features:

1.        New in Version 7.0.0: Operation Style feature.  An operation style is a preprogrammed arrangement of several features.  Such an arrangement presents to the users the frequently-used features in more accessible ways.  Several operation styles are available: Classic Style, Register-First Style, TouchPad-First Style, Table Timer-First Style and Seat Editor-First Style.  Depending on how you operate your business, one of the operation styles may work better for you.  If you have the multiple station network edition of this software, you can choose to use the same or a different operation styles at each station.  For example, if you want a particular station to focus more on the restaurant-side of your business, you may want to use the TouchPad-First Style.  This way, every time after an operator logs in, the TouchPad window is automatically brought to the front.  To select an operation style, use the Operation Style Setup feature from the program’s Menu Bar under the Setup menu title.  You can further customize the arrangement of features by repositioning and resizing their windows, depending on your preferences and the monitor screen size.  For example, if you have a wide-screen monitor and elect to use the Register-First Style, a recommended customization would be to let the Register window occupy the right half or the screen.  The program’s Main window, the Table Timer window, and the TouchPad window can be overlapped and share the left side of the screen.  You can then use the buttons near the upper-right corner of the Register window to control the view of the left side.  You can find screenshots of such arrangement at http://www.timemagic.com/phm/style.htm

2.        New in Version 7.0.0:  When a non-classic Operation Style is chosen, you can enable an option to have the program automatically enter “Standby Mode" after a period of time without activity.  This is useful if you want to make sure the employees log in with their own passwords.

3.        New in Version 7.0.0:  When a non-classic Operation Style is chosen, a larger Resizable-Style Register window will appear in place of the original compact-style Register window.  This new Register can be resized to full screen or preferred size and still provide good button sizes, even if you are using a small monitor.  This can be useful if you are using a touch-screen Windows Tablet with small screen size.

4.        New in Version 7.0.0:  When a non-classic Operation Style is chosen, a larger Resizable-Style Table Timer window will appear in place of the original Table Timer window.  This new Table Timer can be resized to full screen or preferred size and still provide good button sizes, even if you are using a small monitor.  This can be useful if you are using a touch-screen Windows Tablet with small screen size.

5.        New in Version 7.0.0: The Resizable-Style Register window supports barcode reading as an additional way to sell items.   This Register has a Ready/Once/Manual button.  The operator can toggle the Ready/Once/Manual modes by clicking on this button or by pressing the * key on the numerical keypad of the keyboard.  If the operator wants to operate with a barcode scanner in continuous mode, he/she can use the Ready mode.  To sell an item, scan the barcode on the item.  If the barcode is found among these that had been set up, the corresponding item will be added automatically to the Register List.  If the barcode is not found, a message will be displayed below the Register List.  When using this continuous Ready mode,  there is no need to go back to mouse or keyboard between items.  The Once and Manual modes are used when the operator has to enter barcodes manually by using the numerical keypad of the keyboard.  This is useful if the item doesn’t have barcode printed on it.  When Register is set to the Once mode, it will automatically switches itself back to the Ready mode after the operator manually enters the barcode (on the numerical keypad), followed by the Enter key.  If the operator has to sell multiple barcode-less products by using keyboard, he/she can use the Manual mode instead.  In Manual mode, the program doesn't switch itself back to the Ready mode so there is no need to keep pressing the * key to start manual entry for each item.

6.        New in Version 7.0.0: The Resizable-Style Register features two “Quantity” buttons.  The upper one displays the quantity of the highlighted item already in the Register window.  The other one displays the quantity of the all items already in the Register window.  The upper button can be used to duplicate the highlighted item.

7.        New in Version 7.0.0: The Resizable-Style Register hosts all FKey buttons.  To customize these buttons, use the Function Key Panel feature from the Menu Bar of the program (under the FKey menu title) and press the Setup button.

8.        New in Version 7.0.0: Multi-View Check and Seat Editing feature, also called Seat Editor.  This feature is an extension of the Table Timer feature.  Time-based service charges (e.g., playing time) are also displayed.  However, it’s main focus is on ordered items such as foods and drinks.  Seat Editor makes it easy for operators to manage items ordered by multiple customers of the same table.  Each customer (player or guest) is viewed as a “Seat” of the table.  Often at the time the items are ordered, the operator doesn’t know whether these items will eventually be paid for by a single customer or by multiple customers.  With this feature, the operator can initially send all items to Seat 1 (or any seat), and later use it again to quickly separate the checks if needed.  This is especially useful when your restaurant becomes busy.  To move items to a different seat, select the items first and then press the Move button of the destination seat.  In addition to moving items, the operator can also “red-tag” a seat to designate that it will later be paid for by another seat.  To “red-tag” a seat, press the Number Box near the upper-left corner of a seat.  If you are using the larger Resizable-Style Table Timer window, you can press the Edit Check button to access this Multi-View Check and Seat Editing window.  You can also access it via the Edit Check button in the Detail Charge window (accessed by double-clicking on a customer in Table Timer), or via the Edit Check button in the Multi-View Check Preview window.

9.        New in Version 7.0.0: Multi-View Check Preview feature.  the operator can use this feature to print/close any single seat, any selected seats, or all seats of a table.   If you are using the larger Resizable-Style Table Timer window, you can press the Close Check button to access this Multi-View Check Preview window.  You can also access it via the Close Check button in the Detail Charge window (accessed by double-clicking on a customer in Table Timer), or via the Close Check button in the Multi-View Check and Seat Editing window.

10.     New in Version 7.0.0: The Packages feature comes with the optional TouchPad feature.  For related information, please read the discussions about TouchPad, CrossLink, and Group Questions.  This feature improves the Group Questions feature by adding the ability to edit item selections, even after they have been sent to the shopping list on the right hand side of the TouchPad window.  For example, after answering the four group questions of choosing Toppings, Drinks, Sides and Extra Messages, if the customer changes his/her mind (about toppings, for example), the operator can click on any item of the package (in the shopping list of the TouchPad window) and press the Edit Selected button to go back to the corresponding group question to modify items within the package.  The Remove button can be used to remove the entire package.  The New button can be used to quickly add another of the same (or similar) package.  The Packages feature also makes the item selections more readable in the shopping list of the TouchPad window.  To set up a package, you still need to configure your item groups with Pending Links and Group IDs in the CrossLink window.  After that, simply enable the “As a Package in TouchPad” option.

11.     New in Version 7.0.0:  If you have the optional SalesMonitor program, The Packages feature will make the printout and screen output of SalesMonitor program more readable.

12.     New in Version 7.0.0: Conditional Group Questions feature.  This is a function added to the CrossLink feature.  When selling a combo or package that allows the customers to choose from groups of modifiers, add-ons, sides and message items, the operator often wants to skip irrelevant group questions.  For example, you may have a first group question that allows the operator to choose between Backed Potato and French Fries.  You may then have a second group question that allows the operator to choose between sour cream and cheese that are intended only for Backed Potato.   In such a case, you can preprogram it so that if the operator does not choose the Backed Potato in the first question, the second group question wouldn’t come up at all.  To set up such Conditional Group Questions, press the Groups button in the CrossLink window to access the Group Settings window.  Each row/group in this Group Settings window has a “Require” field.  This “Require” field allows you to supply a conditional code for the corresponding group.  If this field is left empty, the corresponding group question will always be invoked.  If this field is supplied with an Item Code, the corresponding group question will be invoked only when the said item was chosen from any of the earlier group questions.  Note that the first group question is always invoked regardless of the entry in its “Require” field.

13.     New in Version 7.0.0: In the CrossLink window, you can use the new Move Up and Move Down buttons to change the order of items.

14.     New in Version 7.0.0: Email Reporting feature.  The program can email you automatically, at pre-set times of your choices, the status of your business.  Select Email Reporting Setup from the Menu Bar of the program (under the Setup menu title) to set up.  Note that certain network and emailing components must exist on your system for this feature to work, so only certain versions of operation systems and configurations are compatible.

15.     New in Version 7.0.0: The Phone Notification feature allows the operator to call a customer in the Waiting List.  In Member Management window, press Options, then press the More button to add pre-defined cell info (e.g., cell phone suppliers).  In the Waiting List window, press Options to activate the “Enable Phone Notification” option.  Your system must be equipped with a modem for the phone line connection.

16.     New in Version 7.0.0: The Spot feature allows you to add additional icons (or pictures) to the Layout window.  A “Spot” is similar to a table, except that it cannot be used to hold customers.  “Spots” can be useful when you are selling certain items by sending them directly to the Register window (that is, without going to Table Timer or SuperTab first).  When such items are finalized in the Register window, the program will display the Layout window for the operator to choose a spot.  If you have the optional SalesMonitor program, this information is then displayed on SalesMonitor screen or printed by SalesMonitor.  The kitchen can then use this spot information to decide where the items should be delivered.  Therefore, spots can be viewed as Delivery Points or customers’ Waiting Areas.  To create Spots, Select Table Layout Setup from the Menu Bar of the program (under the Setup menu title), and use the Spot button.  You also have to tell the program what types of items are to trigger the Layout window for the spot selection.  To do so, select Register Options from the Menu Bar of the program (under the Setup menu title), and press the Delivery Point button.

17.     New in Version 7.0.0: If the Table Charge Notice feature is enabled, a notice will be displayed when the service time charge of a table reaches a pre-set amount (or a multiple of it).  To set up, select Extra from the Menu Bar and then select Show Alarm/Memo.  Select the Notice tab and press the Setup button.  Enable the Table Charge Notice feature and provide an amount.

18.     New in Version 7.0.0: In the Detail Charges window (accessed by double-clicking on a customer in Table Timer), the operator can click on an item in the purchased item list (while holding down the control key) to view more information about that item.

19.     New in Version 7.0.0:  A new Tip Summary Report is added to the Special Report feature.  To access it, open the Report window and press the Special Reports button.  Then use the drop-down selector near the upper-left corner to select the Tip Summary Report.  To calculate the total tip amounts based on operator logins, use the drop-down selector at the top to choose the operator.  To calculate the total tip amounts based on the operators’ entries in Register’s Tip window, use the drop-down selector to choose “Entire Day” first.  The report will then display multiple total tip amounts.

20.     New in Version 7.0.0:  A new Referral Report is added to the Special Report feature.  The Referral report displays the referral activities that were recorded via the use of the R button in the Member Management window.

21.     New in Version 7.0.0:  A new Detail Coupon/Adjustment/Payout Report is added to the Special Report feature.

22.     New in Version 7.0.0: With the new Pause Time Limit feature, you can limit how long the time-based service (playing time) can be paused.  To set the limit, select Table Timer Options from the Menu Bar of the program (under the Table menu title) and press the Pause-Resume Options button.

23.     New in Version 7.0.0: The Gift Card feature allows you to create “Gift Card Items” that can be purchased and later redeemed by your customers.  In Item Details window, you can create a “Gift Card Item” by using “Gift Card” as the “Item Type” property.  To sell or redeem a gift card, use the Gift Card or GC button in the Register window.

24.     New in Version 7.0.0: In Item Details window, you can create a “Tip Item” by using “Tip” as the “Item Type” property and using 0.00 as the price.  Then press the Tip button to set the tip percentage.  When this tip item is sent to the Register window, the tip amount of the receipt will be changed to the specified percentage of the total DELI purchase amount.

25.     New in Version 7.0.0: New Type 6 coupon type.  A Type 6 coupon is not a coupon redeemable within the program.  Instead, it is a printed coupon (or ticket) to be used later or elsewhere.  In Item Details window, you can create a “Coupon Item” by using “Coupon” as the “Item Type” property.  Use the Coupon button to assign coupon type.

26.     New in Version 7.0.0:  You can configure the program to open a different cash drawer (or not to open any cash drawer) when “Credit is selected as the payment type.  To set up such, press the More Options button in the Cash Drawer Setup window.

27.     New in Version 7.0.0: In Table Rate Setup window, you can press the M button to set up additional rules.  The rules you enter allow you to use different Minimum Charges and Minimum Minutes during different time of the week.  If the start time of a table’s service time matches one of these rules, the Minimum Charge/Minutes provided in that rule will be used.  Otherwise, the Minimum Charge/Minutes provided in the Simple Rate Setup or Advanced Rate Setup window will be used.

28.     New in Version 7.0.0: In Employee Time Clock window, an employee can press the View button to view or print a day/week/month summary of his/her clock in and out history.

29.     New in Version 7.0.0: In TouchPad, the width and font size of the shopping list can be customized.  To do such, log in as a master user, press the Options button in TouchPad and use the List Size selection.

30.     New in Version 7.0.0: In TouchPad, the To Table button now displays a tag that shows the current active table number.  The operator can click on this tag to access that table.

31.     New in Version 7.0.0: A Layout button is added to the Table Transfer and Send To Table windows.  The operator can use this Layout button to bring up the Table Layout window and use it to select a table.

32.     New in Version 7.0.0: A Find button is added to the Send To Table window.  When sending items to a customer of a table, the operator can use this Find button to help find a customer.

33.     New in Version 7.0.0: A Find button is added to the Send To Tab window.  When sending items to a tab, the operator can use this Find button to help find a tab.

34.     New in Version 7.0.0: When sending additional items to a customer of a table, the Send To Table window now displays items that were obtained by this same customer from previous orders/rounds.  This is useful as the operator can use such information to help find the correct customer more quickly.

35.     New in Version 7.0.0: More format choices for operators’ names printed on receipts.  Instead of printing full name, you can choose first name only, or a combination of first or last name and initial.

36.     New in Version 7.0.0: The Quantity-Dependent feature improves certain existing CrossLink features.  Please read related information in the CrossLink section of the manual for details.

37.     New in Version 7.0.0: For controlling lights, certain Insteon models are now supported.  Insteon devices are often more reliable than X10 devices.

38.     New in Version 7.0.1: In Register window, after pressing the Adjustment/Payout button (A button), pressing the text description near the top will bring up the on-screen numerical keypad.

39.     New in Version 7.0.2: In Register window,  the Adjustment and Payout feature can be customized to disable certain options.  In Adjustment and Payout window, press the Options button to customize.

40.      New in Version 7.0.2: Although Operator Login and Employee Clock In are two independent functions, the program will automatically bring up the Employee Clock In window right after each operator’s first Login of the day.  This is to ensure that operators don’t forget to Clock In.  You can disable this by un-checking the “Remind Employee Clocks In” checkbox in Master Password Setup.

 

PHM 7.1 has these new features:

1.        New in Version 7.1.0: When you use the Remind feature in Table Timer to create a reminder, the program will remember your choices of certain settings, and use them as the default settings for the next reminder.

2.        New in Version 7.1.0: More port numbers are allowed for certain light controller models.

3.        New in Version 7.1.1: More port numbers are allowed for dial-up modem.

4.        New in Version 7.1.1: More port numbers are allowed for certain cash drawer and pole display types.

5.        Version 7.1.2 is a maintenance release.

6.        Version 7.1.3 is a maintenance release.

7.        Version 7.1.4 is a maintenance release.

8.        New in Version 7.1.5: Improvements in several reports that display consumption of ingredients.

9.        New in Version 7.1.6: A new “Wait Time” option is available.  This is useful if you have the Network Edition, and your network connection drops periodically.  On a Terminal, go to Advanced Security Setup and change “Wait Time” to a longer time.  A longer wait time can reduce user interactions by letting the program verify the existence of the host before displaying error messages.

10.     New in Version 7.1.6: In TouchPad, a new “Constant Connection” option is available.  If your station is a tablet or is using wireless network, disabling Constant Connection (by clearing the checkbox) may result in better performance.  To change this setting, log in as a master user and press the Options button in TouchPad.

11.     New in Version 7.1.6: In TouchPad, the width and font size of the shopping list have more selections now.  A larger size can be easier to use if your station is a tablet or has small screen.  To change this setting, log in as a master user, press the Options button in TouchPad and use the List Size selection.

12.     New in Version 7.1.6: In TouchPad, you can hide buttons that have zero stock. To change this setting, log in as a master user and press the Options button in TouchPad.

13.     Version 7.1.7 is a maintenance release.

14.     New in Version 7.1.8: In SuperTab, several buttons are enlarged if the monitor has enough resolution.

15.     New in Version 7.1.9: X-Out and Z-Out reports now display sales amounts of categories.

 

PHM 7.2 has these new features:

1.        New in Version 7.2.0: A new Category-Division Summary section to the Export Itemized Sales Summary report.  This is useful if you want to combine sales of multiple categories into one division.

2.        New in Version 7.2.1: Button customization in TouchPad is improved.

3.        Version 7.2.2 is a maintenance release.

4.        Version 7.2.3 is a maintenance release.

 

PHM 7.3 has these new features:

1.        New in Version 7.3.0: If the Integrated Credit/Debit Card Processing feature is available, EMV is supported.

2.        New in Version 7.3.0: If you use the Change function in Table Timer on a customer with PLPA (Part of Integrated Credit/Debit Card Processing), the program will transfer the PLPA info to the converted customer.

3.        New in Version 7.3.1: If you have the Integrated Credit/Debit Card Processing feature, Tip button can be disabled.

4.        Version 7.3.2 is a maintenance release.

5.        Version 7.3.3 is a maintenance release.

6.        Version 7.3.4 is a maintenance release.

7.        Version 7.3.5 is a maintenance release.

8.        New in Version 7.3.6: Printing performance under Windows 10 is improved.

9.        New in Version 7.3.7: If you use PLPA (Part of Integrated Credit/Debit Card Processing) under classic style of Table Timer, a blue dot will be displayed to indicate PLPA.

10.     New in Version 7.3.7: In Table Layout Setup window, if any of the tables or spots is outside of the window’s viewable area, you can press the Align button to bring it in.  This is useful if you switch to a small monitor and want to rearrange the table and spot positions.  

 

PHM 7.4 has these new features:  

1.        New in Version 7.4.0: If you have SalesMonitor program, you can configure TouchPad to automatically send customer’s name (along with items) to SalesMonitor when you send items from TouchPad to table/tab.  Customer’s name is the one that is already available in table/tab, or the one you enter on the fly.  To configure this, log in as a Master User, open TouchPad, press the Options button, and enable the “Send customer name to SalesMonitor” option.

2.        New in Version 7.4.1: New options are added in X-Out report to customize the information shown.  In X-Out report, press the Options button to customize.

3.        Version 7.4.2 is a maintenance release.

4.        Version 7.4.3 is a maintenance release.

 

 

Above are features added to Version 7 only.

A list of features added to Version 5 is here

A list of features added to Version 6 is here