Back Office Overview

Back Office Overview

What is Back Office?

Rezku Back Office is the management portal for the Rezku POS system. Here you will find everything from system configuration to online portal setup, to labor settings and reporting.


Account and Login

Go to https://manager.rezkupos.com to log into to Back Office or click the "Create Account" link.


If you have not already done so, you must first create a Guest Innovations account. This is your master account on our servers that ties into all your other accounts, including Rezku POS Back Office.


Once you have created your Guest Innovations account Rezku Support or who already has ownership permission in Rezku Back Office will need to send you an invitation to the venue account. You will have 24 hours to accept the email invitation or it will expire and they will have to send the invite again.



Back Office Overview


When You first log into Back Office you will be presented with this view. If using Dark Mode. 



Top Bar

The black bar along the top of the screen has links.

  • Select Location -- On the left, click the dropdown to set the location you are viewing, if you have more than one.
  • Chat -- On the right, click the chat-bubble icon to immediately start text chat with a live Rezku Support agent.
  • Profile -- On the right, click the profile icon to edit your profile or log out of Back Office.
  • Light or Dark mode


Left-Side Navigation Menu

The Navigation Menu is where you will find all the different settings areas for your system. Click a section and it will "accordion", showing sub-sections you can click on.



If the account has Franchise Mode turned on, instead of landing right on the Dashboards a Location Picker will load first.



Back Office Sections

These are the sections along the left side menu used for navigation.


Dashboards

  • Dashboard -- Infographic with information about sales, labor, and performance of your business. Can be viewed for the day, the week or the month.
  • Key Performance Indicators (KPI) -- Quick snapshot of key performance metrics for the business. This screen can be customized to the data you want to see.
  • Order Exceptions -- Orders with exceptional conditions such as late finalized, offline, left open. This is to help managers who expect gross sales and gross transactions to match understand why they don't.


Order Search 

  1. Order Search -- View todays orders and status. Change the date or search orders by ID, card number or customer name. You can view a virtual receipt and additional data about orders by clicking to view details.
  2. Order Exceptions -- Similar to the sales exception report but just a flat count of how many events for the day. 

Reporting

Customize and view data for your business

  • Reports -- Reports are available in HTML format that do not require downloading to view. Choose Today, Yesterday or a Custom data range. Reports can be downloaded in PDF, Excel and CSV formats.

  • Custom Reports -- Custom Reports are configurable reports where you can pull any data table from most other reports into 1 report.

  • Exports -- Exports are generated based on the data range provided and downloaded in PDF, CSV or Excel, depending on the export. 

  • Report Settings -- Settings and controls for automatically emailed reports.

  • Product Categories -- Use Product Categories to view sales data for groups of products in the Sales By Category export. 

  • Product Tags -- Use Product tags to view sales for groups of products in the Sales By Tag export. 


Product Management

Build your menu and manage product settings.

  • Menu design -- Structure your menu with main-menus and sub-menus. Add products, set the name, price, tile color, image and other settings.

  • Modifiers -- Configure and apply modifier groups to customize products. For example, choosing the quantity, type, or to make substitutions.

  • Modifier Options -- Legacy setting not for use. Superseded by sub-modifiers.

  • Courses -- Configure courses that can be applied to products. Used by restaurants that serve by course.

  • Variations -- Set product variations that change a product's price (e.g. based on size).

  • Print Queues -- Set up print queues, which are used for sending ordered products to various printer stations (e.g. Bar, Grill, Kitchen, Salad).

  • Product Taxes -- Set up applicable state and local taxes and apply them to qualifying products.

  • Components -- Create and apply components. Components are used for the Smart KDS "All Day" function. Components are shared across multiple products and are used to help kitchen stations prep in batches (e.g. burger patties on the grill).
  • Pizza -- A multilayered utility specifically designed to create a powerful pizza menu. By the slice, free toppings, extra/light toppings, price and up-charge by size.


Promotions

Manage settings related to promotions, such as discounts and customer loyalty programs.

  • Happy Hours -- Schedule pricing changes for products based on times and days. Prices change on the POS automatically.

  • Discount Presets -- Set up discounts, assign products and discount amount.

  • Coupons -- Create discount presets with coupon codes and more complex rules. (e.g. BOGO, Buy X get Y).
  • Loyalty Points -- Set up loyalty points programs and specify how points are earned by customers.

  • Gift Cards -- View gift card liability, redeems and sales performance. Search existing gift cards for transaction history.

  • CRM -- Your Customer Relationship Management database. Saves profiles for each of your customers including name, address, phone number, special dates, and their complete order history.


Inventory

Track stock levels and food costs at the raw ingredient level.

  • Ingredients -- Track inventory levels, costs and update the ingredients you use.

  • Inventory Countdown -- Track the quantity on hand of the products in your menu. When the quantity reaches zero it will automatically “86” from the POS.

  • Low Ingredient Emails -- Set recipients to receive automatic email updates when an ingredient drops below it's minimum "Par" level.

  • Inventory Take Report -- A printable worksheet to simplify ordering stock from vendors.


Employees

Add, remove employees and manage settings related to labor.

  • Employee Timecards -- Records of clock in and clock out activity from the Rezku POS app. Edit and manage time cards and correct punches.

  • Manage Employees -- Add, edit or remove employees from the system. Specify their permission level and rate of pay.

  • Employee Positions -- Create job roles, base wages for that position and assign positions to departments for labor cost tracking.

  • Departments -- Create departments for positions. Used for labor cost reporting by department.

  • Employee Permissions -- Assign POS access based on role or per-user.

  • Event Logs -- Logs of changes in Back Office, along with the username and what was changed.

  • Staff Notices -- Notes for staff that appear on the POS when logging in or tapping the Notes button on the clock in screen.
  • 7shifts Integration -- 7shifts is an automated scheduling manager that can be integrated with Rezku POS. 

  • Declared Tips -- When a user ends their shift using the guided end shift function found in the user actions area, part of that guided process is declaring earned cash tips. This is in place for our users who live in a state that requires declaring earned cash tips of their employees.

  • Tip Pools -- Tip Pools can be created to pool credit tips to be distributed evenly based on timesheets or time periods. Tip pools can include a portion of sales if desired, and can also be paid out unevenly based on shares of the pool.


Settings

System configuration options for Rezku POS.

  • Restaurant Information -- Name, Address, Phone Number for the venue.

  • Payments settings -- Change settings related to payment, such as adding external payments, whether to accept checks, cash discounts, etc.

  • Receipt Settings -- Change settings regarding receipts. Add a logo and custom text to receipts.

  • Bar Tab Settings -- Bar Tab pre-authorization amounts, bar tab terms of service.

  • Tip and Gratuity Settings -- Control how Tips and Gratuity function. Set up presets and tip-outs. 

  • Labor Settings -- Settings for payroll exports and labor cost calculation rules.

  • Order Settings -- Set the available Order Types on the point of sale and the input type for each

  • Product Tax settings -- Set your tax rate and apply taxes to products. 

  • Choose a Menu Theme -- Choose a theme to auto-color new product and menu tiles. Not retroactive.

  • Customer Facing Display -- Choose a Theme, set a background, upload your logo and setup a slideshow for the Rezku CFD app.

  • House Accounts -- Add house accounts which can be used as a payment method in Rezku POS on the checkout screen.
    NOTE: The venue is responsible for billing and collection of funds.

  • MailChimp Integration --  Connect MailChimp integration to connect your CRM to your MailChimp account for automatic export of contact details.


Online Ordering

Set up your Rezku OLO portal.

  • Online Order Settings -- Set up Online delivery, Tableside QR code ordering, and online payments
  • Online Site settings -- Change the look and feel of your Rezku OLO site
  • Set Online Hours -- Set Hours available for online ordering and delivery
  • Closures -- Set closure days for your online ordering website
  • Online Product Settings -- Select products available for online ordering and your top 3 featured products
  • Gift Card Portal settings -- Enable the purchase of eGift cards on your online ordering site
  • Chowly Integration -- Integrate Chowly to push your online menu to additional 3rd party providers such as Uber Eats and PostMates.


Floor Plan Designer

A utility for creating or editing the floor plan used in Rezku POS for table service. Contact Rezku Support for assistance.


Feedback

Submit feedback to our support and development team about your experiences using the Rezku system.


Knowledge Base

View the documentation library for the Rezku system. You are currently here.


Logout

Log out of Back Office


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