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TNG V3 User and Configuration Manual

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TNG User and Configuration Manual

This manual has been created to explain the daily use of TNG. The document includes basic information on user’s daily operations and The document includes two simple examples describing standard step-by-step procedures. This documentation is based on TNG version 3.X.X.

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TNG USER AND CONFIGURATION MANUAL

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1. TNG USE OVERVIEW

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TNG LOYALTY AND CASHLESS IN A RESTAURANT

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2. TNG WELLNESS FOR SPA AND FITNESS

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3. TNG LOYALTY IN HOTEL

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TNG for Chains

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4. TNG BASICS

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LOGIN AND PASSWORD HOME SCREEN Change Password Screen Elements Menu Tabs of Operations Tabs within a Menu Buttons Right click menu Text Box Fields Mandatory Fields Search Fields Dropdown Lists Check Boxes Date Fields Add / Remove Item Trees Tables and Lists Pop-up windows Notifications Definitions and Terminology Menu Structure Operations Menu Configuration Menu Common Actions in Configuration Changes

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5. SYSTEM SETTINGS

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5.1 GENERAL SETTINGS Payment Methods Parameters Cancellation Fee Dictionaries Cashier Currencies

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Operations License 5.2 REVENUE CENTERS SETTINGS Revenue Centers Outlets 5.3 EMPLOYEES General tab Skills tab 5.4 ROLES AND PERMISSIONS 5.5 DATE AND TIME 5.6 TAXES 5.7 TEMPLATES 5.8 GUEST PROFILE SETUP 5.9 SKILLS 5.10 FACILITIES 5.11 EQUIPMENT 5.12 SCHEDULE TEMPLATES 5.13 MENU GROUPS 5.14 MENU MANAGEMENT Pricing Translations Treatment Composition Skills Group Training/Classes SUBSCRIPTION Membership Products Composition Parameters for using Composition Spa Packages Rental Items Inventory Rental Menu Item Tickets 5.15 STOCK Suppliers Units Stores and Revenue Centers TNG with Materials Control 5.16 COMMISSIONS Calculation target Report 5.17 CARD TYPES Discount programs: Bonus programs: Facility access 5.18 DISCOUNT PROGRAMS TNG V3 User and Configuration Manual

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5.19 BONUS PROGRAMS Create a new bonus program 5.20 PAYMENT PERMISSIONS 5.21 ACCESS 5.22 ACCOUNTS

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6. OPERATIONS

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6.1 SEARCH

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6.2 DASHBOARD

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6.3 NEW PROFILE

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6.4 EXISTING PROFILE Information Profile Extra cards Relations Checks CRM Subscriptions Membership Bookings Registrations 6.5 BULK IMPORT 6.6 SELECTION EXPERT 6.7 CRM 6.8 MERGE 6.9 PROFILE PURGE 6.10 EMAILS AND SMS NOTIFICATIONS Email Settings SMS Settings 6.10 SCHEDULE Menu options details Booking options Work Time and Breaks 6.11 BOOKING CREATION Advance Search 6.12 INCLUDED ITEMS Wait List 6.13 CLASSES COURSES 6.14 BOOKINGS MENU Wait List Check Bookings 6.15 TNG AUTO-BOOKING Package Booking Group Booking Package Booking with PMS Connection TNG V3 User and Configuration Manual

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6.16 ADDITIONAL WELLNESS OPTIONS Booking Cancellation End of Day 6.17 CASHIER Sales Sell voucher Void Discount\Surcharge Split Check Append Check Item Settings Check Notes Select Payment Room Charge Voucher payment Voids, Cancellations and Storno Deposit Account Checks – Further Options Commission Keeping the Change Discount Cards and Vouchers Open Price Items Manual Discounts and Surcharges Comments on Check Number of Guests on Check Close Check with 0.00 Balance Tips Tax Exemption Multi-Property Hotel Charges 6.18 CHECKS 6.19 INVOICES 6.20 REPORTS AND PRINTOUTS 6.21 RENTALS 6.22 VOUCHERS Sale of Vouchers Voucher Redemption 6.23 ACCESS CONTROL 6.24 INVENTORY OPERATIONS Order and Delivery Movements Between Stocks Inventory Check and Correction Changing Composition of Treatments Inventory Reporting

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7. TNG3 REPORTS

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Types of reports, filters and output formats Reports Account balance detailed

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Account balance Birth dates Booking list Bookings by client CRM Events CRM Tasks Cashier report Cashier report short form Classes report Commission count Commissions Composition cards Debt offs External documents report Item rating Members list Menu Registrations Revenue report Sales by employee Shifts Statistics Store amounts Subscriptions System changes Void report Vouchers with balances

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1. TNG Use Overview TNG has a unique combination of features to manage loyalty, cashless and wellness operations. Here are some examples of the most common use of TNG modules.

TNG Loyalty and Cashless in a Restaurant

TNG can be used as a complementing product to Micros or Simphony point of sale system to take care of loyalty benefits and cashless payment. TNG runs in the background – all functions are automated to apply real time discounts, redemptions, etc. All functions are embedded to the POS native screens, extending the possibilities without confusing users.

Benefits For guests: fast process, no mistake in loyalty point calculation: -

No need to remind the waiter to make sure discounts are applied or that bonus points are collected. Guest can be identified without a wallet, just simply using guest ID and cashless (deposit) account for payment Guests can manage their account online! See my points, past transactions and top up deposit balance.

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For waiter: recognize guests by name and photo upon card swipe -

No stress about what benefits apply to guest No need for approval for standard discounts Easily top up their deposit, use the deposit or vouchers for cashless payment. You can always be sure that these are valid and have enough funds.

For manager: automation reduces administration time -

Design your own loyalty program and credit system for your guests as you wish. Be sure that the rule is the rule and not the exceptions!

2. TNG Wellness for Spa and Fitness

TNG takes care of all paperwork you need in a spa or fitness operation. You can manage resources, appointments, point of sale, inventory, etc. – all that you need. Benefits For guests: -

Booking availability is always real time, no risk of overbooking Booking for yourself online – no need to wait for opening hours When information is registered once, it is available at all points

For receptionist: -

All necessary information in one place – no discrepancy with handovers Automated benefits and redemption, no risk of mistakes Manage real life exceptions to the rule

For manager: automation reduces administration time -

Clean calculations made by the system, no need for manual counts All reports are available real time for all operations

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3. TNG Loyalty in Hotel

TNG Loyalty and Cashless in a Restaurant can be extended to hotel as well – members can get benefits for their hotel stays. In addition, TNG Wellness for Spa and Fitness is integrated (with Opera and Suite8) so the spa reception can access hotel guest and reservation information to ease their work and avoid error by duplication. Revenue can be posted to PMS like another point of sale of the hotel.

TNG for Chains TNG can connect multiple departments, and also multiple properties. Let it be a chain of restaurants, spas, hotels – or a combination of all – why not use TNG for global CRM and loyalty?

4. TNG Basics This section gives you information about the basics of TNG. It is intended for users who do not have prior experience with TNG to be able to log in and navigate within TNG.

LOGIN AND PASSWORD To use TNG you will be given a URL link that is available from your workstation. Note that the same link may not be available if you are not connected to property’s internal network. You will be given a username and password before your first use of TNG by your TNG specialist or IT manager. (You should change this password after your first login.)

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Before you hit log in, you can change the language of TNG in the bottom right corner’s drop down menu. Usually the language is set up at implementation in the local language and users don’t need to frequently change it.

HOME SCREEN

When you are logged in, your photo and username is displayed in the top left section of the screen. Information and actions available in each part of TNG depend on your user permissions and licensed modules of the specific TNG installation. All actions are tracked once you are logged in, so always make sure you are working under your own login. To log out, select from the drop down menu under the user’s photo and select log out to get back to the login screen.

From the same menu users can: -

access configuration menu change the outlet they are working in change password Access audit log (user actions)

Change Password Upon your first login we highly recommend that you change your password from the given one and regularly in the future.

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To change your password, select “change password� from the menu under the logged in user to access the change password window:

Enter your current password to verify your identity and enter the new password two times. Click OK and from your next login you will need to use the new password. Should you forget your password, contact your system administrator to reset it and allow you to change it to your password that you will remember.

Screen Elements This section gives you basic description interface elements to help your work with TNG.

Menu TNG menu is on the left hand side of the screen. When you hover over any text it changes color and upon click the menu option opens.

Tabs of Operations When you click on any menu option, the function will open in the main screen area. Multiple menu options can be left open at once. On the top of this screen, you can see all the tabs opened. The current one is always highlighted. TNG V3 User and Configuration Manual

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You can close the tabs individually by the x sign in the tab. If there are unsaved items when you close the tab, TNG will ask you to confirm closing and loss of the unsaved data or continue working. When you switch between tabs, the active tab is always refreshed.

Tabs within a Menu In many screens you have multiple sub-tabs to help your work. The currently selected tab is always underlined.

Simply click on the text of the tab you wish to switch to. Subtabs cannot be closed.

Buttons In many cases you have the option to save your work or to cancel the changes you made (since last save). These screens will have a save and cancel button.

The text on the orange button may be different in some cases, such as “Save Booking(s)� in booking screen. Orange buttons are also used to highlight the main action available on screen. Green buttons are used for positive actions: to create new items, such as new booking or new membership issue, return to today, take payment

Red buttons are used for negative action, such as Storno or cancel check:

Right click menu This is available on schedule screens to access the options of the selected area:

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Depending on the position where you clicked, the active options may differ.

Text Box Fields All fields where you need to type look like this, the title above or next to the field shows what it is for:

In configuration menus where you have to add a new record to a table, the field will look a bit different

When you click in an empty field, you can start typing right away. If the field already contains text, you can delete it with backspace and save as empty or with the new value entered. When there are multiple fields like this on a screen, your cursor will be visible in the one you clicked on and the field frame is highlighted.

To move along the different fields, you can use tab or click in the field you wish to edit. Some text fields may have limitations to what you can enter. When you enter incorrect format, TNG will warn you to correct it. Certain fields remember previous user entries to speed up your administration, such as cities, companies, etc. on guest profiles. These are marked with a drop down arrow. You can type a new value or select from the previously saved ones.

Mandatory Fields If field has an asterisk, cannot be left empty. Make sure you have filled all such fields before saving the changes.

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Search Fields TNG search fields are similar to text boxes, but intended to search items in TNG. These are marked with

Search field for guests: allows you to quickly find customers by their last name, phone number, member card IDs and other search criteria that is configured. Other search fields allow you to search by name or partial name.

Results of search are displayed in a drop down list or in the list of displayed values as soon as there is a sufficient amount of characters entered and will be narrowed the more characters you enter. Click on the item in the list to open the selected.

Dropdown Lists These are used to select from predefined values only:

Check Boxes Check boxes can be ticked or cleared to turn on or off an option.

Where more of these are available, several can be selected or unselected.

Date Fields TNG V3 User and Configuration Manual

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Some text boxes have calendar icons to mark date. These text boxes are used to select dates. You can either select date from calendar widget or type the date in the text box. To select date from calendar, click on the icon to see the calendar.

In the appeared calendar you will see current date highlighted. Click on < or > to skip a month,<< or >> to change year, and click on the day to set the date. Selected date will appear in the text box. Alternatively you can type the date in the field in the following format: DD/MM/YYYY. Then press enter or tab or click outside this field. The date will be automatically converted to standard view.

Add / Remove Mainly available in configuration, the following buttons are adding or removing an item from the selected list:

When removing a record, TNG will ask for confirmation. In some cases (if history exists for item) you cannot remove it, but item should be made inactive instead.

Item Trees TNG item trees are structured lists, providing easy access to the items, mainly in configuration. Trees can contain folders and several levels of subfolders and items in them.

You can open and close folders by the arrows:

Tables and Lists TNG interface contains several types of tables and lists. List of records: TNG V3 User and Configuration Manual

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In these tables you can filter by some fields, these are highlighted with text boxes on top. These are tables where you do not create a new item as list, but look up the existing ones. Creating new record is by creating new booking, check, task, etc. Tables in configuration:

In these tables you can add new lines by the plus and minus buttons and edit the fields: some need text input, others to select from list, etc. Table for assignment:

In these tables you have the items available for selection on the right side. Clicking on the item will move it to the other side to be assigned. To remove from assigned, you need to click in the selected list.

Pop-up windows There are 4 types of pop-up windows in TNG. 1. Hover over box:

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It is only visible if you hold your cursor on top of an item. 2. On click menu:

When you click outside of the box it will close. 3. New window:

You can recognize these from their header bar and an X to close in the top right corner. It can also be closed by completing the action â&#x20AC;&#x201C; such as save booking.

Notifications There are 4 types of notifications in TNG. -

Information: blue background messages, confirming save of data and similar information. These disappear in a few moments automatically.

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-

-

Warning: yellow background showing an impossible move on schedule for example. This shows that the action user tried to make was not successful. These disappear in a few moments automatically. Error: red background showing an error in operation. This disappears only if the red box is clicked. System error: these are shown with red ! and a technical description. It can be clicked to close and the details will be available in the log files for support.

Definitions and Terminology To help your work with TNG, some basic definitions are listed below. TNG: is used as the complete software and user interface. Interface: is the connection of TNG to other systems. Most of them require a specialist to set up not only from TNG side, but from the other system as well. POS: micros or Simphony point of sale. TNG point of sale is referred to as cashier. PMS: property management system Opera or Suite8 Guest: customers of property. Also named members, if they have membership. Employee: the users of TNG and the employees who work as therapist or trainers and are the resources of the property. Facility: treatment rooms, sport courts. Fixed resources used for bookings as location. Equipment: mobile resources, kits which are essential for the bookings but not permanently located like facilities Resource: collective name for employee, equipment and facility. Schedule: the calendar of TNG. Check: the receipt of transactions. Not only in TNG, but also from POS.

Menu Structure Main menu is located on the left side of the screen below your logged in user. After login, the operations menu is displayed.

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To change to the configuration menu, click on Configuration in the menu under the user:

Menu changed to configuration:

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To switch back to operations, select Operations from the drop down menu under the user:

Main menus are divided into groups of features. Each feature opens up as a new tab in the workspace.

Operations Menu Guests Functions related to guest profiles and CRM: -

New profile: create new guest. Bulk import: import several guest profiles at once from an external source like excel table. Selection expert: filter guests by given parameters CRM: CRM events and tasks Merge: to merge duplicate profile into one

Reservation Create, edit or view existing bookings in the form of: TNG V3 User and Configuration Manual

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Schedule: shows bookings in calendar view Bookings: list of bookings Classes: group class management Rental: manage rented items

Operations Financial operations and access control options -

Cashier: Sell products and services to customers and manage in house guests. Invoices: invoice creation and management Voucher: manage campaigns and issue voucher codes Checks: detailed lookup of all checks.

Reports -

Reports: TNG Reports open in your default browser. End of day: tool to help you manage to close the day in a spa.

Inventory -

Inventory: Inventory control screen.

Configuration Menu This section is mainly used by managers to update the initial setup with a new employee, loyalty program, menu item, etc. and TNG specialist for initial setup. Loyalty Configuration of loyalty module functions, cashless payment and access control -

Card types: Customer card types and link cards to rules. Discount programs: Discount programs linked to card types Bonus programs: Bonus programs linked to card types Payment permissions: Payment rules of account use Access: Customer access control to outlets Accounts: Accounts linked to card types

Menu and resources Wellness management settings -

Menu management: complete menu management and pricing. Menu groups: main settings for menu. Schedule templates: settings for schedule display. Skills: relationships of resources (employees, facilities) to services. Facilities: treatment room management Equipment: equipment management Salary settings: commission calculation settings. Stock: inventory settings

System General TNG settings -

General settings: main system settings Revenue centers: outlets and revenue center groups. Employees: users, skill sets, permissions, etc. Roles and permissions: roles and permission categories. Data and time: manage differentiated times for access, promotion, etc. Taxes: tax classes and rates. Guest Profile Setup: manage information stored about guests Templates: templates for profile summary in HTML, on screen messages, tasks

Common Actions in Configuration There are two main types of record management in TNG configuration: TNG V3 User and Configuration Manual

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-

Tree structure Lists

In tree structures you can create a folder system for easier overview.

Add new folders by the folder icon. It is possible to use multiple levels of folders by creating a folder when an existing one is selected.

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The new folder is created. You need to rename and save it. If you need to remove a folder, highlight it and press the â&#x20AC;&#x201C; button. Only empty folders can be removed. To create a new item, select the folder it should go in and press + (or a selection from its drop down). To regroup items or folders, simply drag and drop in the tree. Removing an item is only possible if there is no history to it. In this case, select the item and press the â&#x20AC;&#x201C; button. If the item has history, you can make it inactive.

In lists, you can only work with items, not folders.

Add a new item by + sign, remove selected by -. Where it makes any difference, you can change the order by the arrows.

Changes When you make any changes, donâ&#x20AC;&#x2122;t forget to save them or cancel them, before moving on.

5. System Settings 5.1

General Settings

The General Settings menu point opens with several tabs to chose from..

Payment Methods

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All payment methods should be set up here. Add new and name it as it should appear in cashier and on reports. -

-

-

Interface, if the payment needs to go through validation  For deposit if balance I there  For room – to go through interface: SUITE8XML, FIAS, HTNG, etc. Color: allows to change the color of payment method button in cashiering screen; Fiscalize: dependent on your legal requirement Send statistics to PMS: if this payment method is used, the details (revenue and payment) will be sent to PMS accounts (room or post master). Send as service charge to PMS: used if the payment should not be sent as revenue – such as voucher or deposit payment. Upon purchase voucher or top up deposit, the payment goes as normal, but the voucher or top up goes to a technical account. When deposit or voucher is used as payment method, it will balance the revenue items with the original payment method. Privileged means that it is linked to user permission, not available for all users in operations. Allowed RVC group: where this payment method can be used PMS account: the PMS account where the revenue paid with this payment method should be transferred to via FIAS, XML or HTNG. Auto-balance PM: the PMS account should be balanced automatically. Often used for credit card payment methods, but not for cash.

Parameters System parameters are used to set certain global settings for TNG.

The settings are grouped for easier overview and you can open those groups by clicking on the title:

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All parameters requiring your attention (usually after an upgrade) are highlighted by the eye icon:

For details on the system parameters and their meaning, see below list and TNG System Parameters document which is updated for each version of TNG. Parameter name

Description

ADVANCED_SALARY_CALC

Activates extended settings form for salary configuration. Allows set mix and max values for salary targets by quantity and sales total. In case of this parameter is active, system will rollback points to bonus account if payment made with bonus points.

BONUS_CALC_ON_REDEEM

BONUS_CONSIDER_DSC

CRM_POLL_INTERVAL

CRM_SHIFT_END CRM_SHIFT_START DB_VERSION DEFAULT_BUSINESS_DATE_START

DEFAULT_CARD_ID DEFAULT_CARD_STATUS_ID

DEFAULT_CARD_TYPE_ID

TNG V3 User and Configuration Manual

Example: parameter is active and check total is 100.00 and bonus account balance is 300.00 and we pay for this check by bonus points from this account check will be closed by points but 100.00 points will not be deducted from bonus accounts. As quick as check is confirmed 100.00 will be roll back to bonus account and it will be 300.00 again. In case of this parameter is active system will calculate bonus points based on (item total â&#x20AC;&#x201C; discount amount). Otherwise it will be calculated from gross amount. Example: if parameter is active and check total is 100.00 and discount amount is 10.00 system takes 90.00 as a base amount to calculate bonus points. Otherwise bonus points will be calculated on the basis of 100.00. Sets interval in minutes to check new assignments in CRM module. E.g. if a new assignment with popup is created by manager it will be shown no later than this interval. Default shift start time for CRM event scheduling. HH:MM Default shift start time for CRM event scheduling. HH:MM Database version number. Internal parameter. Time in HH:MM format when the system EOD (End Of Day) procedure should be started automatically. Example: 06:00 in this parameter means that EOD routine will be started automatically at 06:00. Default card ID (profile ID), it is normally used for anonymous sales (Passerby button in POS). Default card status that will be assigned to new card on profile when you create new profile in TNG. Possible values: 1- Card is active 0 â&#x20AC;&#x201C; card is inactive Default card type ID from card types setup in TNG configuration that will be assigned to new card automatically for new profile in TNG. Usually it is ID of most common card 26


DEFAULT_TZ

DEPOSIT_ACTIVATE_AMNT

DISABLE_SUBSCR_ACTIVATION

DISCOUNT_ROUND

DSC_MERGE_ALL_CARDS

ENABLE_REGISTRATION EMAIL_FROM EMAIL_FROM_TITLE FILTER_MIN_LEN

FISCAL_USE_NAME2 IDLE_TIMEOUT INVOICE_AUTO_ADD

INVOICE_PERIOD

type from ‘Card Types’ setup. You can find card type ID in a ID column in list of card types. Default time zone number. Use the following link to get you time zone https://garygregory.wordpress.com/2013/06/18/what-are-thejava-timezone-ids. Example: for Moscow region it is 462, for London it is 458. Enables “Activation by top up” feature. Example: you have issued 10000 cards, all in Locked status, when client deposits 50 EUR it gets active. Turns off automatic activation of subscriptions. Normally subscription is activated by checkin or sale, if you want to do activation manually enable this parameter. Rounding value in format XXX.XX. This parameter created for Belorussia and allows to round discount amount up to value in this parameter. Example: if parameter value is 0.5 and discount amount is 50.30 it will be 50.00 posted to check, 51.00 will be posted in case of discount amount is 50.70 for this value in parameter. This parameter allows to make merger for profiles even if cards with different discount types are assigned to them. Example: parameter is activated and we have profile A with Silver card type that allow 10% discount and profile B with Gold card that allows 20% discount, we can merge these profiles. Otherwise (parameter is not activated) you wont be able to make merge. Notes: Silver card will be still main card if profile A is a target profile for merge and Gold card will be moved to extra card. Both cards will be available for discount rules. This parameter enables self-registration in Web area. Email address of CRM sender Name of CRM sender Minimum number of characters entered to filter field before it is applied. Suggested value is 2 or 3 depending on database size. If enabled, the fiscal service uses Name2 field for check printing. Idle timeout. Exits after N seconds. System automatically prints (shows BI browser page) bill at check closure in cashiering. Note: bills report template from “Print” folder in BI is used as bill template. Invoice numbering period. Possible values: N – no invoicing period D – daily M – monthly Y – yearly

IS_PARTIAL_PAYMENT

TNG V3 User and Configuration Manual

If invoicing is used this parameter defines how to assign the number and when the new sequence will start. Example: parameter is set to M, numbers will look like this YYYYMM/N. February 2015 invoices will be 201502/1, 201502/2, etc, on March sequence will start from 1 again 201503/1, 201503/2 This enables deposit payment service to return partial amount if balance is lower than requested amount, if the parameter is not set the payment will be denied. E.g. there is client with 50 EUR balance and 100 EUR 27


IS_SHOW_PHOTO LOOKUP_TEMPLATE

payment is requested ON: service will return that 50 EUR payment is accepted OFF: service will return that balance is too low This parameter allows to see picture from guest profile in search result list under mail search field. This parameter allows to set up data from TNG that will be shown on Micros POS station as TNG lookup result. Example: {CARD_TYPE} - {LAST_NAME} {FIRST_NAME} the following list will be shown on POS for this example

MEDIA_DIR

Path on TNG server to MEDIA folder.

MICALC_MODE

Example: D:\MEDIA Recipe processing mode.

MIN_FREEZE_DAYS

MIN_SEARCH_LENGTH

OVERTIME_POST_TO_OPEN_CHK PMS_SEND_SUBS POS_ALLOW_FISC_AND_NONFISC

If treatment has recipe attached, the system will act according to this parameter: Possible values: 0 – no warehouse docs will be created 1 – stock document deducting products is created at point of booking and executed when booking status is changed to Done. 2 – products are deducted when treatment is posted to the check and check is saved. Minimum number of days for membership suspension. E.g. if parameter is set to 10, manager cannot schedule suspension for 9 days or less, also even if suspension has been scheduled for 15 days, but client checks in to the club before 10th day, the whole suspension will be cancelled. Minimum number of characters in search string entered by user that will be used to activate the lookup in system. Example: parameter value is 3 and user trying to find guest with last name SMITH and type S in main search filed, lookup is not started yet and there are no result shown under search files, he typing M and now it is SM, lookup not starting either, he typing SMI and only now system start lookup and search result appears under search filed. Note: it works for main search in TNG as well as for search fields in reservation in check and etc. Post overtime item to open check if possible. Sending to PMS subscription redeem. This parameter allows pay the same check by fiscal and non fiscal payment types. Example: check total is 100.00 and we can pay 80.00 by cash that is fiscal payment type and 20.00 by deposit that is non fiscal.

POS_DENY_PAYMENT_SPLIT TNG V3 User and Configuration Manual

Note: payment type is fiscal in case it has  in POS setup in General Settings. This parameter does not allow multiple payments for single check. Actually, it does not let cashier enter payment amount 28


POS_DEPOSIT_SERVICE

less than check total. This parameter defines deposit charge options. It can be omitted. Normally it should be used if it is required to link different accounts or voucher payments to different payment buttons. Example: <TERMINALS> <ACCOUNTMAPS> <ACCOUNTS TM='3' LIST='DEPO,MMSHP’ /> <ACCOUNTS TM='6' LIST='BONUS'/> <ACCOUNTS TM='7' VOUCHER=’TRUE’/> </ACCOUNTMAPS> </TERMINALS>

POS_FISCAL_CODEPAGE POS_FISCAL_SERVICE

In this example payment method 3 will only charge DEPO and MMSHP accounts, payment 6 will charge BONUS account, payment 7 will only ask for voucher. Characters code page that will be used for printing on fiscal checks and customer displays. XML file for fiscal printers interface configuration. Example: <TERMINALS> <HOST IP="default" UID="1"> <SI_MAPS> <FISC N="1" LIST="*" /> </SI_MAPS> </HOST> <FISCS> <FISC N="1" SERVER_IP="127.0.0.1" PORT="5197" C="1" BANK="LANIT" /> </FISCS> <CCS> <CC C="1" SERVER_IP="127.0.0.1" PORT="9901" /> </CCS> <TM_MAPS N="1"> <TM ID="1" FISCALID="1" PAYMENT="CASH" /> <TM ID="5" FISCALID="3" PAYMENT="CCS" /> </TM_MAPS> <DEPOSIT MIID="0001" MINAME="Deposit top up" CODELIST="*" N="1" /> </TERMINALS>

POS_INFOLINES_POSITION

POS_LOYALTY_OPTION

This parameter allows to set information lines (e.g. client name, balances) position on fiscal check. Possible values: 0 – do not print infolines 1 – print infolines before payment line 2 – print infolines under payment line XML with operation list on check subtotal. It can be set by checkboxes on first Tab in system settings. Example: <LOYALTY_OPTIONS Subscription_Redeem="1" Discount_Redeem="1" Discount_Rules="1" Subscription_Purchase="1" Bonus_Triggers="1" />

POS_NO_CLIENT_RESET

POS_PRESENCE_KEYS

TNG V3 User and Configuration Manual

Bonus_Redeem="1" Bonus_Rules="1"

In case of this parameter is active system will allow use the same profile in cashier module that was selected for previously closed check. Example: you have check in cashiering module and close it by cash for example, check will be closed but the system will keep guest profile and you can open new check for this profile. This parameter allows to lookup for registration in “In House” screen in Cashier module by all keys that were created for registration. 29


POS_PRINT_OPTIONS

Example: registration is made for guest with multiply keys 4501 and 4502, you will be able to find registration by both keys in case of this parameter. This parameter enables bill printing on A4 paper. Example: <PosPrintOptions OnDemand=”0”/>

POS_PRINT_TO_FISCAL POS_PRN_CFG

CheckIn="0"

CheckOut="0"

SubTotal="0"

Deposit="0"

Print pre check by Fiscal service. This parameter enables redirect of check printing to fiscal service. Can be omitted if regular thermal printer and Printservice is used. Example: <TERMINALS> <HOST IP="default" UID="1"> <PRN FISC_SERVICE="1" IP="127.0.0.1" PORT="5197" /> </HOST> </TERMINALS>

POS_QUICK_MODE POS_REQUIRE_CASHIER POS_ROOMCHARGE_SERVICE POS_SALE_AND_VOID POS_SELLER_FILTER POS_SELLER_QUERY SA_DAYS_TO_ACTIVATE

SA_MIN_HOLD SA_MULTI_ACTIVATE SEARCH_FIELDS

Activates quick check-in screen. New menu item appears on “Operations” menu panel. This parameter activates cashier selection and totals in POS module. Not used Enables combination of positive and negative postings in the same check. Allows to filter sellers by commission groups. Allows to choose seller at item posting to guest check in cashier module. Number of days to activate membership on guest profile after it was issued. Example: parameter value is 7 and we issue membership to guest with inactive initial status, membership will be set as active after 7 days from issuing. Obolete Enables multiple memberships to be active at the same time. Comma separated list of fields that can be used for profile search in main search as well as in other search fields in TNG. Example:

SEARCH_ON_ENTER

SEARCH_SHOW_MAGSTRIPE SEARCH_SHOW_PHONE SEARCH_SHOW_PMS_INFO

SPA_AUTO_STATUS_CHANGE

SPA_AUTO_STATUS_CHANGE_DELA Y SPA_AUTO_STATUS_TENTATIVE

SPA_BOOKING_PAY_AUTO TNG V3 User and Configuration Manual

LAST_NAME+FIRST_NAME;FIRST_NAME;COMPANY In case of this parameter is active the system will not start lookup (see parameter MIN_SEARCH_LENGTH) till the user will press ENTER on keyboard. This parameter allows to see main card number from guest profile in search result list under mail search field. This parameter allows to see phone number from guest profile in search result list under mail search field. This parameter allows to see PMS data (room number, arrival\departure date,etc.)from guest profile in search result list under mail search field. If this option is enabled booking status will be changed to In progress on treatment start time and to Done on treatment end Number of minutes after treatment start/end time the status change will be done By default only confirmed reservations are eligible for automatic status update, this option allow tentative (Booked) reservations to be updated too. Automatically add treatment to the check when reservation 30


SPA_DISPLAY_CUSTOMER_FIRST

SPA_SHIFT_END

SPA_SHIFT_START

SMS_SERVICE

SMTP_HOST SMTP_PASSWD SMTP_PORT SMTP_SSL SMTP_USERNAME SPA_BOOKING_PAY_DEF_CARD SPA_BOOKINGS_SMS

SPA_CANCEL_ACC SPA_CANCEL_CHARGE_DEP SPA_CANCEL_TM STORE_DOCS_CONFIRM STRONG_PASSWORDS

SUBSCR_RETURN_POLICY TASK_BIRTHDAY_EVENT

TASK_CONTRACTS_EVENT

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status is changed to Done. This parameter if it is activated allows to see guest name name in front of treatment name on customer display. In case of parameter is not active treatment name will be shown in front of guest name. System default for schedule grid start hour. E.g. value 9 means grid will start at 9:00. This value can be overridden by schedule template. System default for schedule grid end hour. E.g. value 21 means grid will end at 21:59. This value can be overridden by schedule template. SMS configuration <config> <provider> </provider> <login> </login> <password> </password> <from_number></from_number> </config> SMTP host adsress SMTP password SMTP port SSL flag support SMTP user name For pay booking without guest SMS booking sending <TASKS SEND_TIME='12:12'> <TASK BOOKING_STATUS='C,R' CRM_TASK_TYPE='81' CRM_CREATOR_ID='1181' CRM_OWNER_ID='1' > <TEMPLATE>{firstName} {secondName}, remember that you have {treatments} at {booking_time}</TEMPLATE> <ON>1</ON> </TASK> </TASKS> Account for cancelation fee Debit deposit account flag Tender media code for cancelation fee Automatically execute store documents on save. Otherwise Execute button should be pressed. Enforces password policy: Must be at least seven characters long Must contain at least one upper case letter Must contain at least one lower case letter Must contain at least one number Must contain at least one special character such as #, !, ?, ^, or @. Cannot contain the User ID Must expire every 90 days Must be different from previous passwords Enables cancellation fee configured in subscription. Birthday notification configuration <CFG> <ON>1</ON> <EventText>Happy Birthday!</EventText> <EventType>81</EventType> <EventPriority>1</EventPriority> <CreatorID>1</CreatorID> <OvnerID>1</OvnerID> <DaysPrior>0</DaysPrior> <CardTypeList>1,2,3,401</CardTypeList> </CFG> Memberships notification configuration <CFG> <ON>1</ON> <EventText>Warning! Membership ends</EventText> <EventType>81</EventType> 31


TASK_SUBSCRIPTIONS_EVENT

WEB_ACCOUNTS

WEB_BOOK_HOURS_LIMIT WEB_EMPL_ID

WEB_PROFILE_LVL

WS_TRANS_LOG

<EventPriority>1</EventPriority> <CreatorID>1</CreatorID> <OvnerID>1</OvnerID> <DaysPrior>0</DaysPrior> </CFG> Subscription notification configuration <CFG> <ON>1</ON> <EventText>Your subscription is pf...</EventText> <EventType>81</EventType> <EventPriority>1</EventPriority> <CreatorID>1</CreatorID> <OvnerID>1</OvnerID> <DaysPrior>0</DaysPrior> </CFG> List of TNG accounts comma separated that will be available for account list in guest WEB personal account on title page. Accounts code you can find in “Accounts” screen in configuration module in column “Code”. Minimum number of hours before treatment can be booked online. Employee ID from ‘Employees’ screen in system configuration that will be used to assigned employee to booking that was made in guest personal WEB account. Name of this employee will be shown in “Operator” column in bookings list. Note: employee with name WEB can be created in system to identify WEB bookings. Profile access level for WEB user. This Is the same access level that should be assigned for each role in “Roles and Permissions” in “Privilege level for viewing and editing profiles’. User will be able to edit field on guest profile if role with corresponding level value is assigned to this user in configuration and this value is also assigned to filed in “Edit priv.” column in “Customer profile setup”. Activates extended POS interface operations log. POS interface writes information into WS_TRANS_LOG table in case of this parameter is active.

Cancellation Fee Cancellation fee is used by wellness operations to calculate and charge fee in case of appointment cancellation or no-show, according to the configured rules. Create a new rule by the plus sign under cancellation category:

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Give the rule a name and define what menu item should be charged when the cancellation fee is charged. Add the rules by clicking on the + sign and editing the line added in the table.

The example above defines the policy as: ď&#x201A;ˇ ď&#x201A;ˇ ď&#x201A;ˇ

No charge if booking cancelled 24 hours or more before the start time 25% of treatment price will be charged if cancelled more than 2 hours but less than 24 hours before start time 50% will be charged if cancelled 2 hours before appointment or less.

Fixed amount can also be specified instead of ratio. Multiple policies can be created of which one can be selected for each treatment in menu management.

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There is an option to charge deposit account directly instead of payment method to be selected upon cancellation. To enable, check Debit deposit account option. Choose account and payment method.

Payment method could be deposit, or a dedicated one, like cancellation fee charge. These details will be used for the automatic check. The daily use of cancellation fee is defined in Cancellation Fee Charge section.

Dictionaries This is where most drop-down menusâ&#x20AC;&#x2122; values are set.

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Card status: by default active and blocked, but could be extended with expired, renewed, etc.

The second part of the screen allows you to add multiple values to a variety of categories. -

Reason for booking cancellation

-

Reason for check discount/cancellation

-

Reason for contract cancellation

-

Market code

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-

Source code

Cashier Cashier is the point of sale in TNG. Transactions in cashier are divided by revenue centers depending on login. To separate the cashiers by workstations, you can create more cashiers here. This will need to be selected on the workstation in operations.

Currencies Most operations work with single currency, but there is also an option to use multiple currencies at payments. Base currency: this is the currency of the country where the property is located. Settings needed are minimum the name and ISO abbreviation, decimals and the rate as 1, set as base.

If multiple currencies are used, the next ones can be added â&#x20AC;&#x201C; without the base tick box.

To set up the exchange rate or change in the future, click on the money icon to access the setup screen:

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Set the effective date and double-click the current rate field to edit. Save with OK. The tick button allows you to change the base currency to the selected line.

Operations Users have the option to choose upon payment the currency to user. Payment will be registered in 2 currencies â&#x20AC;&#x201C; the base and the actual for cashier report.

In the example above base currency is EUR, converted to USD and paid in USD, but change given in EUR. Change is always given in base currency.

License TNG requires a license to allow access to features. At the time of implementation license is inserted and the enabled functions and validity is displayed here:

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TNG warns users 30 days before expiry to renew license with TNG support. When new license is issued (due to expiry or additional modules purchased) the license is inserted here by TNG specialist.

5.2

Revenue Centers Settings

To manage revenue administration, access control and general use of the system, you need to define sites and outlets for TNG.

Revenue Centers Revenue centers are grouped by Site: revenue center physical location (e.g. the same building, city, country). Each site is shown as a folder in the RVC tree on the RVCs tab. The example shows an Aqua Spa and a Budapest Spa as separated locations. Create a new site by the site button. For each site on the right side of the screen you can make separate settings for interfaces.

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FIAS Console is used to set up connection to PMS via FIAS interface

IP port – IP port of Fidelio or OPERA PMS interface server; Port – port for IP connection; PMS property ID – Resort code for OPERA PMS; Receive guest data – allows to get information about profiles and reservations from PMS; DB swap on start up – activate synchronization between TNG and PMS at system start; Auto start – interface will be started automatically at Tomcat service start; FIAS interface is now replaced in many sites to XML (with Suite8) or HTNG (with Opera). Suite8 Interface is used to set up XML connection to Suite8

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Enable: when XML interface is set up with Suite8   

Url: http://10.30.80.60/v8/FidelioIISWrapper.dll/FidelioXMLInterface.DataHandler Username: s Password: s

Information about URL, user name and password should be provided by Fidelio installer. Deposit department code: the department code in PMS used for TNG deposit payments. Select one of the following options to set the Suite8 profile and reservations notes source that appear in TNG: -

Default: profile notes are imported only Comment: PMS comments are imported Booking preferences: booking preferences are imported

Package only: if XML is not used for postings, but FIAS. HTNG is used to set up HTNG connection to Opera

Enable: if Opera is connected via HTNG. Resort ID: the property code from Opera  

Url: http://192.168.172.21/HTNG2008B/ActivityService.asmx Username: HTNG

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 

Password: HTNG Deposit sales itemizer: the department code in PMS used for TNG deposit payments.

This information should be provided by OPERA installer. Interface map fields setup defines the mapping of profile updates when FIAS interface is used for this.

Outlets Outlets within locations are added by the plus sign when target site is selected.

You should set up:  

   

POS RVC number: link with micros ID or unique number within a TNG site for TNG cashier Seller is not mandatory in POS: it should be unticked if employee is not the logged in user by default. This way upon each item sale the employee is requested. If activated, the seller can be still changed from current user, but user is not prompted to do so. External POS: If POS is not TNG, but micros Enable web booking: to enable online booking in this site. Business day start time: used for end of day run, to be complete before this time. Stores can be set up for the RVC instead of employees here

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RVC Groups: Revenue center logical groups. You might require central reporting and revenue management and all your spas will use the same revenue category for treatments, not relevant to location. Or you can set up each locationâ&#x20AC;&#x2122;s separate treatment revenue category. Standardizing settings means simpler reporting and maintenance.

These groups are also used as restrictions in discount programs, bonus programs, access control, etc. When you make changes to RVC grouping, create new groups or add new ones; always consider the interfaced systems affected by the changes. For example if you add a new group that is possible to post to hotel room, the PMS interface settings also have to be adjusted. It is usually a task for TNG specialist

5.3

Employees

Employees are your users and wellness operationsâ&#x20AC;&#x2122; human resources. For easier handling we recommend to group your employees by responsibility or other logic. Create a new employee by the + sign.

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General tab Enter employee details. -

Gender is necessary to be used if gender preference is used in wellness operations. Booking priority is used when working with internal and external employees in wellness. The larger the number, the higher the priority. Username and password should be set up to allow first login for user. The username will not be changed, but user should change his password after the first login. Email and phone number is used by management for contact. Permission group: select the group to define access to TNG Allowed RVC: select the group to which this employee has access to Manager â&#x20AC;&#x201C; used for reports and in CRM tasks Salary class: used for wellness commission Store: set for therapists only. When they complete a treatment, the used products will be deducted from this store. Target count and amount: used for commission calculation and custom report Profile: Guest profile ID of employee Code: log in by card. Swipe the login card in this field to allow login by card. Snap photo or upload from file to be used on schedule display.

Note! The webcam photos can only be snapped with Google Chrome browser and with https or localhost connection to the server.

Skills tab

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For wellness therapists and trainers it is necessary to set skill, to link them to booked treatments. Note! Once an employee is created and any history is generated (login, booking, etc.) it cannot be deleted from the system. You can only make it inactive.

5.4

Roles and Permissions

Roles and permissions screen allows you to create permission groups needed to correctly restrict access to TNG for users. You can create any number of groups and assign a group to a single or several employees.

You can create a new folders and subfolders by the folder button in the list. Create a new role by the +. Edit this new role by giving it a descriptive name and setting the individual permissions. Privilege level to view and edit profiles: 1-10. This is linked to the level set on each profile field in Guest Profile Setup. Privilege level for viewing reports: 1-10 (as set in Oracle BI) To assign permissions to this role, tick the box of the listed permissions. Setup: access to the relevant menu section in configuration. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14.

Configure system settings Administer users and roles Loyalty setup Facility access setup Card types setup: Client profile setup Accounts setup Payment permission setup Selections expert setup Sites and RVCs setup RVC groups setup Taxes setup Tax classes setup Time profile setup

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15. 16. 17. 18. 19. 20. 21. 22. 23.

Employees Roles and permissions Discount profiles Store settings Templates Interfaces Employee General Settings Change menu item code Change subscription reissue total

Menu and resources 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15.

Use spa module: access to wellness operations menu Setup schedules: allows to change data in schedule template Setup employee: access to Employee Manage spa menu: access to Menu management Make booking(s): booking creation Manage employee worktime: create and edit worktime and breaks Classes: schedule and book classes Schedule templates: access to Schedule templates Activity skills: access to Skills settings Facilities: access to Facilities settings Equipment: access to Equipment settings Booking(s) cancelled: cancellation of bookings No show status: setting a booking to no show Set any booking status: set any booking status Modify class: edit scheduled class

Operations 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27.

Issue card Edit card Merge cards Manage gift certificates Manage coupons Add/edit transaction details Add/edit bonus points Post payment plans View transactional data View CRM data Post CRM events Edit CRM events Delete CRM events Manual post Lookup by name Manual subscription Subscription/Contract status Contract settings Manual freezing Manual post to deposit Change credit properties by manual deposit Subscription reissue POS operations CRM module CRM event type configuration Assign employee change Show tasks for all employees

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28. 29. 30. 31. 32. 33. 34. 35. 36. 37.

POS privileged operations Contract full control Management of campaign Management of voucher Contract types Contract move Subscription expiry date Bulk import Edit schedule End of day operations

POS 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17.

Edit menu Begin check Open check which is currently edited by another operator Void menu items Checks with negative balance Split check Assign cashier Menu groups Timers Manual discount Void of check saved position Old check edit List options Unassign card at checkout Input discount reason manually Checks Invoices

5.5

Date and Time

It makes sense to differentiate between the regular hours, off-peak and peak times in your operations. Pricing and promotion can align with these and encourage off-peak visitation or premium pricing of peak times.

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You can create any number of periods by the + in the list or remove unused ones by -. Give each date and time option a name and add rules to exclude or include times. 

  

Year o 2016 = in 2016 only o 2016-2018 = in these 3 years o 2016, 2018 = in these 2 years Month: o 2 = February only o 2-5 = February to May inclusive o 2,4,6,8,10,12 = February, April, June, August, October, December Day (date of month) o 1-15 = 1st to 15th of selected month inclusive. o 1,15,30 = only these 3 dates of selected month Week day: 1-7 Monday to Sunday dependent on setting - link parameter Hour: 24 hour format Minute:

If any of these fields is left empty the rules is assuming these are set as all. Once created, these periods will be available in other TNG settings, such as: -

Pricing Access control Discounts Bonus programs

5.6

Taxes

Taxes in TNG are used to handle the financial regulations to apply VAT, or other taxes.

Taxes should be set up by site, up to 8 categories. Make sure the categories match the sequence, but the rates are the actual rates for the site. If a tax is not used in one, simply set the type -.

Give it a name and a rate. There are two types: VAT as an inclusive tax. If this is used for 10% and the price is set as 100 EUR, the tax is included in the 100 EUR as 9.09 EUR. If it is Add-on, it will be added on top, such as price 100 EUR, tax 10 EUR = total 110 EUR. If – is selected in type, it is not used in that site. TNG V3 User and Configuration Manual

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For the actual menu items, tax classes will be assigned. Create your tax classes and link the taxes to them:

5.7

Templates

You can set up templates in HTML for certain screens:

CHECKIN is used to display a message on screen upon guest check in or to be printed on check. Often used to display special messages or membership details. CHECKOUT is used to display a message on screen upon guest check out or to be printed on check. Usually used to inform guest about remaining balance. DEPOSIT is used to display a message on screen upon deposit top up or to be printed on check. Usually used to inform guest about updated balance. FETCHPROFILE is used to show information when POS requests discount information. TNG V3 User and Configuration Manual

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LOYALTY the information that is printed at the end of check for loyalty guests in POS. PAYMENT same as loyalty but for TNG checks. PROFILE is the summary template on guest profile that can be retrieved from POS. SPA is the profile details shown in guest detail in cashier.

5.8

Guest Profile Setup

TNG guest profiles are flexible in setup to make sure you only work with information you really need. By default a template is available which you can reduce or extend.

The group of information fields are set on the GROUPS tab.

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You can add more categories with the + sign here and remove unused ones with minus. They will be displayed accordingly on the profile. In the SPECS tab you can set the individual fields and their details:

Description of fields: -

ID generated by system Name of field in database, generated by TNG Display name: as it will appear in TNG Group: selected from the group on previous label Options:

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Display as combobox: appear as drop down list. Available values should be set in memory column:

□ □ □ □

Display field name prior entry box: label first, field after. Automatically capitalize first letters Display greyed field name inside empty entry box Memory effect: remembers user entries for faster input. These entries can be selected from drop down and new entries also recorded. This field is required: mandatory field Use email format: entry has to contain @ and . Use telephone format: numbers only or start with + sign

□ □ □

Line: the line number it should appear in the group. Edit and view levels are related to the users. Altogether there are 10 levels that can be defined as in 10 different categories of user permissions. The larger numbers include all lower privileges. To set a field to be viewed but not edited by a user, the view level should be set lower than the edit level – and the user’s permission level should be set to cover the view but not the edit level. For example to set up 2 user levels: -

Receptionist; view and edit Therapist: view only.

View level of the fields should be all set as 1, edit level as 2. User role “Privilege level for viewing and editing profiles” for receptionist should be set as 2, therapist as 1. Visible: you can hide the unused fields by unticking this. Masked: set when the value should be displayed masked

5.9

Skills

Skills are used in TNG to link treatments and classes to resources. For example when you book a treatment for a guest, you need to be sure that a therapist and a treatment room is selected. Skills are used for this link.

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Create a new skill by + sign. Before creating skills, consider that the treatments will have skills linked to them based on these settings. Examples: -

Most commonly a booking requires a therapist and a treatment room. These treatments will have 1 employee skill and one facility skill assigned to it to book one therapist and one treatment room. For four hands massage you will need 2 employee skills linked to the treatment. For personal training, you will use employee skill only, not facility. For sport court booking, you only need facility skill, not employee.

There are 6 types of skills: -

-

Assigned employee: used to allow link to guest profile via the relations tab. This link is used in CRM. When a task is created for a guest, by default this linked employee is assigned to the task. Therapist: employee skill for bookings. It should be a differentiating skill between the skillset of employees for bookings. It can be simple as masseuse if all employees who can do massage can do the same. Or it can be separated as detailed as each treatment. Sales manager: it has to be assigned to users who work with CRM. Facility: facility skill for bookings. Similar to therapist skill. If all rooms are the same, one skill is enough to be set up. Equipment: equipment skill for bookings. Similar to therapist skill. Usually set up by equipment type. Versatile: it can be used as a generic skill, instead of individual skill set per resource type. Instead of having one skill for employee, one for facility â&#x20AC;&#x201C; versatile can handle both resources with the single skill. In operations it will behave as if all skills would be individually added per resource type from the assigned resources.

To assign skills to the resources, move the selected resources from the full list on the right to the assigned list by single click. You can also link the skills to the Facilities, Equipment, Employees on their settings screen.

5.10 Facilities Facilities are your treatment rooms in TNG. You can create them in certain groups or in a single list.

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On the general tab, you need give it a name, select in which outlet it is located in. Capacity is the number of guests that can be treated at one time. In classrooms it is the maximum participants, which should equal or be higher than defined in a class. Booking priority is used by the automatic resource selection. Make sure your used facilities are activated. On the skills tab you can assign the available skill of this facility.

5.11 Equipment Equipment is also a resource used for treatments in TNG. They are similar to facilities, but different in that equipment is mobile. (If equipment is not mobile, but is fixed in a treatment room, it should be set up as a differentiating skill.)

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On the general tab enter name and define the number of available items in this type. On the skills tab you can assign the available skill of this equipment.

5.12 Schedule Templates Schedules are the calendar for the spa. You can create several templates to help your work.

Create a new schedule and give it a name. The first in the alphabetical order will be displayed by default in operations. Set the start time end time that should be displayed in the grids. This is usually the opening hours. Select outlet of which users can see this. Add the employees and facilities to be displayed on it. If all your team fits on a schedule, it is sufficient to have one template. If you work with several departments, like beauty, massage, etc. you might want to create separate templates for each department. To assign resources to be displayed, click on them on the available list to move them to the selected.

5.13 Menu Groups Menu groups contain the different groups a menu item can be included in for reporting, commission and revenue management, online booking.

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These are used as: -

Sales group: mapped to PMS transaction codes in interface setup. When XML interface is used with Suite8, the transaction code mapping is set here. Family group: used for reporting in TNG. These can be used in any combination with sales groups, but this label is not exported from TNG to interfaces. Commission group: enter the commission types that are linked to menu items. See details of use in Salary Settings Web group: list the categories in which the online bookable treatments and classes will be shown.

5.14 Menu Management Menu management contains all items in menu that you sell or otherwise use to book treatments. These can be organized in folders and subfolders to help your overview.

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All item types have the same general tab:

On this tab, you can enter:    

     

Item code: automatic number can be changed to other unique number. Item name: as it will appear and be found in menus Alternate name: used for reporting as an alternative name of item, and often for use of TNG with 2 languages setup. If more than 2 languages are used for reports, set them on Translation tab. Active: by default it is active, it can be made inactive if no longer in use It will no longer appear for booking and cashier. If you have open bookings but payment is made after the inactivation, it is still possible to complete transaction. Sales and family groups should be selected where the revenue should be administered upon sale of this item Tax class: select tax class of item Commission group: select commission group of item Web group: is used for online booking, only for treatments and group trainings Barcode: usually used for products only Color: can be changed for treatments, this is how it will appear in schedule views.

Pricing Pricing can be set as same price at all times. For this, just add a new line by the + sign and enter the price.

If multiple prices are used, you can set up multiple lines and: TNG V3 User and Configuration Manual

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   

Set differentiated rates based on date: enter valid dates in valid from and until columns Set differentiated rates based on revenue center: add one line for each category and select from the revenue center drop down. Set differentiated rate based on configured times (off peak, etc): select from dropdown in allowed time. Set rate by bonus point redemption: this will be the amount of points deducted upon payment by points.

These can be combined with each other. Make sure all necessary options are priced. In case flexible pricing is required, set price as 0.00 and upon payment the actual price can be entered.

Translations Translations can be useful when you wish to send confirmation letters or create checks in different languages. It is available for all menu items.

Simply select the desired language from the drop down and enter the name and description. The dropdown options for language depend on the languages set up by technical specialist.

Treatment To create a new treatment, create a new item and fill out the general tab and translations as described in Menu Management. The special tab for treatments in menu management is the Services:

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Fill out the necessary details as described below. Treatment duration: the duration when guest and resources are occupied with this treatment. This determines the start time for the guest. Preparation time: the duration before the treatment starts, when resources are occupied, but guest is not Cleaning time: the duration after the treatment starts, when resources are occupied, but guest is not. Booking time step: stepping of start time. If left as 5, it can be booked to start the treatment duration at any time of the hour in 5 minutes: 00, 05, 10, 15, etc. If it is changed to 15, it can be only booked at 00, 15, 30, 45 minutes of the hour, etc. Options: ď&#x201A;ˇ ď&#x201A;ˇ ď&#x201A;ˇ

Adjust price on duration change: if active, the changed duration multiplies the pricing. If a 30 minutes treatment is extended to 60 minutes, it will double the price. Adjust price by therapist count: this can be used if versatile skills are used and the number of therapists is more than one in the booking. Adjust price by facilities count: this can be used if versatile skills are used and the number of facilities is more than one in the booking.

Cancellation category: selected cancellation rule will apply upon cancellation of a booking for this treatment.

Composition You can set up the products used in this treatment. See composition setup details.

Skills

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Select the necessary resource skills to perform this treatment. Upon booking of this treatment, the availability of all skilled resources will be checked and suitable ones selected.

In general one employee skill and one facility skill will be used. This means that the treatment needs one therapist and one treatment room when booked for a guest. You can adjust this as: -

Use only facility skill if no personnel is required for booking. Used in case of sports court booking. Use only employee skill if the space is not booked. Used for personal training. Use equipment: add equipment skill if a mobile equipment has to be used for this booking. Use two employee skills to set up a 4 hands massage.

Cost and margin calculation is shown based on skills, composition and commission category selected.

Group Training/Classes Create new menu item as group training. Fill out the general tab. Note that the prices is per person. On the second tab, enter the duration and skills as explained with treatments. Add maximum participants which is the maximum number of guests in one group training.

SUBSCRIPTION Subscriptions are used to sell a bulk of items for a single price to the guest. The items included can be redeemed based on certain criteria.

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When a subscription is sold, the revenue is posted for the price not covered by the included items. All items will generate the revenue once the subscription is redeemed for the specific item (dependent on the below rules). A simple example is subscription for 10 Ayurveda massage. Fill out the General tab as for any other menu item. On the Subscriptions tab you can add the item in the table. Add a new line and search for the name of the subscription. By default the first menu item in the alphabetical order shows up. Start typing the name of the item you wish to add and select from the search results. Initial count: the count of items included when the subscription is purchased. Extension: if the subscription is renewed, this is the new item count. The use of this is detailed in membership settings. % is how the price should be split between the items. In this example the full price should be distributed evenly for all these items. It could be set as 0, in this case the revenue is administered upon sale of subscription and no further revenue transaction happens for the redemption. Charge: decide when it will be charged.

-

On use: the revenue is posted when the item is posted. When active: every active day of the subscription (mainly for membership). When frozen: for memberships when the contract is frozen Never: it will not be tracked as a revenue transaction On use (group): it can be used for alternative items from the same group.

In these types of subscriptions it is on use, on use (group) or never. Other options are mainly used in membership settings. TNG V3 User and Configuration Manual 60


Options: restrict the use of these items for redemption:

It could be for example once per month. Revenue center groups can be limited and the allowed times based on time and date settings. Further settings are available below the table:

Expire in: the default validity of the subscription form start date. The actual start date could be set as: -

Purchase time: set the initial status to active. First use: set the initial status to inactive and parameter: MMSHP_REDEEM_ACTIVATION=1 X number of days after purchase even if not used: set the initial status to inactive and parameter: SA_DAYS_TO_ACTIVATE=X. After X days the subscription will be activated by end of day process, even if it was not used yet.

Discount: discount program linked to subscription if any. Voucher: voucher included in subscription Extension discount: if the subscription is renewed, the new subscription can be discounted in rate. In this case the extension count above should be set. Extend from same group: allow extension rules to apply even when it is not the exact same subscription, but another one from same group. Top up: when sold for the second time to the same customer, it does not create another subscription, but tops up the available amount of each item. Membership: this subscription is a membership Subscription is template: this allows editing subscription items after sale. Sharable: if the subscription can be redeemed by more than the buyer profile. It can be shared with the routing profiles set in the guest profileâ&#x20AC;&#x2122;s relations. Number of payments is used in membership. Set up the number of payments the total price has to be paid in. Extension discount: if the same subscription is purchased once more, the discount applied.

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Memberships are special type of subscriptions. To make a subscription a membership, set it as membership:

Most of the time it would include the daily use of facilities as a menu item for the number of valid days, set to charge when active:

Options set as once per day:

If you are using freezing options, such as stop the membership active time to resume after frozen days, extending the expiry, another menu item should be added for frozen days, charged when frozen.

Usually the option is set to allow use once per year:

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Number of payments: 1 year membership with monthly payments would be set as 12.

If it is paid up front as one amount, this setting is left inactive.

Products First you have to set up the actual products for sales and salon, then the ingredients for the treatments using products. Before you start, make sure that stock settings were completed and the revenue details and menu groups are set up. Add a new menu item in Menu management as good:

The general tab is set up as usual:

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It makes sense to read the barcode here if you will be using barcode reader at sales. You can add multiple barcodes to one product. On the Store tab, you can set up the inventory details:

Base unit: packaging Base price: latest order price. This can be changed upon any order. Minimum count: the level of stock where the user should be warned to order more. Below you can see the current stock levels of this item, for new items of course it will be clear.

For retail products, this is all to be set up. For salon products, continue with the Composition.

Composition In order to set up the ingredients for a treatment, open the treatment in menu management, move to the Service tab and click on Composition.

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On the right side you have the full menu available.

Click on the products and move the selected one by the blue arrows in between the lists.

Set the quantity needed for one treatment. The price is calculated from the order price set before. Make sure if your unit was in one measurement, like ml, then the SI is also set to the same ml, not mixed with gr or other measurements.

Parameters for using Composition

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You have 3 options to choose from for managing the deductions of treatment products, which you have to set in MICALC_MODE in Configuration > General Settings > System Parameters > System configuration: 1 – Based on booking status: When you book a treatment stock document is created according to composition, but it is in Inactive state and it does not affect balances. It can be modified in the booking’s composition or in Debt offs stock document. When you change appointment status to Done, document becomes Active and deducts products from stores, finalizing this document. 2 – Based on check status: Stock document is created at the stage of posting to a check. It becomes Active immediately. There is no option to edit composition after treatment is posted. 0 – Composition not used.

Spa Packages A package is a collection of services which are usually booked together and have one total price. A package can contain one or more services. Contained treatments can have a certain order and distance between them providing an ideal set up for a “spa day”. You can also create a package for several days, and specify days for each treatment. To sell items as a package, first the components have to be created as treatments. To create a spa package, fill the general tab as usual. The package settings are on the Set of services tab.

The table contains the following settings for each package item:      

Service: select the desired treatment by typing the name in the service field. Search result will show as list, select the one you are looking for. Break: time required between the previous and current treatment. Usually used from the second treatment of the day. If left as 0, the appointments can be booked back to back. Day: the when the treatment is provided (used for multi-day packages). You can leave all as 1, making it a one day package; or enter 2, 3, etc. to split them across multiple days. %: treatment price as a percentage from the package price. This can be edited, then the price in package is updated. Price in package: the price split within the package. This can be edited, then the % is updated. Original price: original price of the item when sold separately

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Use â&#x20AC;&#x153;do not change resources during a dayâ&#x20AC;? checkbox to lock resources needed for the included services. If all treatments can be done in the same room by the same therapist, this can be used to avoid unnecessary moves of the guest. Recount prices: when adding a new item to the package, to split the prices once more based on their original price and the total price of the package. PMS code: for package import via XML or HTNG, the PMS package code has to be entered here.

Rental Items Rental items are used for inventory items which are rented by guests and it is charged based on the time used. Add a new inventory item. Fill out the general tab as usual. Price is per time unit. Rental specific details are on the Service tab.

Unit duration: the unit of time for charges. For hourly fee, it is 60. Not accounted time: the minutes from the start of rental that is not accounted. It is usually the time it takes to set up the item for use. Threshold is time allowed after the first unit close before the next unit is charged. If this threshold is passed, the second unit is charged from the time the first ended. In the above example if the bike was rented at 11:00: 11:00-11:10 is not charged 11:10-12:10 is first hour charged. If the guest brings the bike back and rent is stopped until 12:15, only one hour is charged. If the bike is returned between 12:15 and 13:15, 2 hours are charged, etc. TNG V3 User and Configuration Manual

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Inventory: see Inventory Rental, not necessary to set for rental.

Inventory Rental Certain rental items, like towels and robes are not charged for the time, but still have to be administered. This requires a slightly different setup to regular rental. Configure the inventory item as described above, but instead of the duration fields, set the inventory.

Select the outlet and the number of items available. To use these items, see Inventory Rental

Menu Item Menu items are used for those sellable items which are not falling into any other category. These are often: tickets, cancellation fee, etc.

Setup is required for general tab only. Often used without price, so it is set upon sale.

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Tickets Tickets allows makes charges for overtime and control access to different zones in club. Tickets can be used with TNG access control interfaces with external system as well as with manual access control module. Entry tickets can be for several hours or whole day with individual overtime control for each zone.

Click on + button to create a new item in Menu Management and choose item â&#x20AC;&#x2DC;Ticketâ&#x20AC;&#x2122; to create a new ticket. Ticket setting on General tab are standard. We can set item code for export to Back Office system, Sales Group and Family Group as well individual color and hotkey. Items pricing management can be used for Ticket as well for all other items in TNG. Ticket price can be set individually for RVC and date range. Price levels also can be used for Tickets to set prices for different guest groups based on card types in the system.

Ticket tab in configuration screen allows set up parameters for access control and overtime calculaition.

Click on

to create a new row for zone control.

Zones must have IDs and defined as RVCs in the system. Choose a zone for control from a list of RVCs.

Included time (in minutes) defines the number of minutes included into ticket. 195 minutes are included into ticket for AQUA-T zone and 60 minutes for WELLNESS-T zone on the previous picture.

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Charge item must be defined for zone setup in case of overtime should be calculated and posted into check. Open a list of existing items and choose item for overtime charge. Overtime charge amount should be set in item setup.

There are three types for exit control policy in TNG: 1. Persistent – timer starts at registration in defined zone\RVC and never stops; 2. Pause – timer start at registration in defined zone\RVC and stands on pause when guest leaves current zone, it resumes countdown again as quick as guest comes back and makes registration in this zone again; 3. Reset – timer start at registration in defined zone and stops when guest leaves current zone, new timer will be started when guest come back; Use ‘Inventory’ item type to create item for overtime calculation rules for your ticket.

Time interval (in minutes) should be defines on Service tab for Inventory item. In example on picture above time interval for overtime calculation is set to 15 minutes. It means that for zone WELLNESS-T we have 60 minutes included into tickets price and each 15 minutes system will charge guest with 20.00€. Overtime charge (one posting with total overtime charge amount) will be posted to check at guest check out at reception.

5.15 Stock Inventory management in TNG takes care of all your stock administration from orders to deliveries, stock movements, automatic deductions, breakage administration, etc. It is a full solution for any wellness operations using recipes for treatments and general merchandise. In this section: -

Suppliers Packaging details

For settings of -

Products Pricing Treatment ingredients

Please see Menu Management Products section.

Suppliers Set up suppliers in Configuration > Menu and resources > Stock > Suppliers simply by name and notes:

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Units Set up packaging units for easy management, as 1 x 500 ml bottle for purchase, but 1 ml units of the same product used in recipes. This helps you count stock, orders and stock movements, but still allows you to set up usage in ml for exact calculation. Look at the packaging of the products you need to set up and create each unit accordingly in Configuration > Menu and resources > Stock > Units:

Enter new units by the plus sign and fill out the new values:

Save your changes.

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Stores and Revenue Centers In Configuration > Menu and resources > Stock > Stores you can set up the stores you wish to manage. It is sufficient to manage all items in one store, but it can help you control the stores if you differentiate between sales and salon product stock or even by responsible department, individual employees.

Central store: make this store default for orders and deliveries. Employees at store: transactions of these employees will be deducted from this store. If employees are not linked to any stores, the store of the revenue center will be used for deduction. To link the stores to Revenue Centers and define the default stores for sales and treatment products, go to Configuration > System > Revenue Centers and select from the drop down list for both.

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TNG with Materials Control It is possible to connect TNG to Materials Control or other stock management systems, however in this case the full control of inventory is in the dedicated system and not in TNG. TNG sends transaction details to Materials Control, but settings and stock transactions are taken care of outside of TNG. To set this up, find the most up to date MaterialsControl folder on TNG ftp: TNG/BackOffice/MaterialsControl/141222/ (date stamp may vary). Make a copy of the files in it on the TNG server in D:\TNG_MC_EXP\bin Create directory for export files: by default this folder is D:\TNG_MC_EXP. If you wish to create another folder, edit GRANTS.sql and change the value to the new directory: CREATE or REPLACE DIRECTORY MC_EXP_DIR AS 'D:\TNG_MC_EXP'; Run mc-install.cmd: This will install procedures, create necessary files, and list all revenue centers that are configured in TNG, in cmd window. The list of revenue centers will contain more than the sales RVC of TNG. Select the revenue center for sales. Open RUNEXP.sql change RVC list to the above selected sales RVC number (enter multiple ones separated by ,) P_RVC_LIST := '162'; Note: For specific character set when needed, you can set up additional, encoded code pages from the available ones (url in RUNEXP.sql show available code pages) http://docs.oracle.com/cd/B28359_01/server.111/b28298/applocaledata.htm#NLSPG014 As a last step, schedule MC-RUN.cmd using Windows scheduler. It is usually set up daily, after day closure, for example 3:00am.

5.16 Commissions Commisison rules can be set for each employee and menu item to determine the commission earned by employees upon the sale of an item or booking of a treatment or execution of a treatment.

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Commission groups are set up in menu groups and provide the link to the menu items. Salary settings created here are linked to employees. The combination of the two provides the calculation of commissions. Create a new salary setting and give it a name. Create a salary rule as follows: -

-

Type: o o

Group: the calculation is based on the rules for the sum of the employee only. Bookings: if the commission is earned by the booking made. It is the commission for receptionists, not therapists. o Group total: calculation is based on the rules for the sum for full property. Commission group: select from commission groups Target count: set the minimum and maximum values for the number of items sold to enable this rule. Target amount: set the minimum and maximum revenue generated by items to enable this rule Postings: amount and % earned by this rule

You can enter several rules to one salary setting, for example to get bigger salary upon higher performance.

Calculation target It can be set as monthly total or average to be the base of the calculation. The monthly total purely calculates the achieved results, average allows you to calculate full month for those who are not available in the whole month, due to holidays, etc. Select the commission groups and their weight for plan. If all items weigh the same, leave them all on 100%. If some items are excluded, select the commission group and use 0.

Report

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5.17 Card Types Card types menu allows user to define the card types used by guests.

Create a new card type in the list by the + sign. Give it a name. Set: -

Mask: for a card with prefix ABC followed by 5 digits, set it as: ABC***** Foreign card format: as an example: Default validity: from the issue date of the card, the validity is set in days Menu price level: select price level that should be used in POS interface

Options:

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-

-

Deny check-in if balance is below limit: if ticked, it means that if related accountâ&#x20AC;&#x2122;s balance is below set limit (see accounts) check in will be denied for guests with this card. Foreign loyalty cards: if ticket, these cards are not issued from TNG, but are picked up via interface from PMS. Automatically create profile for foreign cards: if ticked, cards swiped in Micros will get a new profile if the format is set as above. If another format card is swiped in Micros, it will not be registered. Send postings to PMS instead of internal account: from micros when using this card on a check.

Discount programs: Select a discount programs by ticking the relevant checkboxes. More than one program can be linked.

Bonus programs: Select bonus programs for the card type by ticking the relevant boxes. More than one bonus program can be selected.

Note! After you have finished editing the card, do not forget to click on the Save button. Otherwise all changes will be dismissed. To revert all changes you have made, just click Cancel instead of Save.

Facility access to define access control of this card, select from the list of rules available.

Select the main account from the dropdown list.

If you need to link more than one account to the card, you can do this on the Accounts tab:

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Link the account by ticking the Available box. Payment limit: the limit that can be paid by this account per transaction Credit limit: credit if it can be used to settle items up to this limit before topped up by payment. Priority: when multiple accounts are used of the same type, this sets the priority in use. If paying by deposit, first priority (1) account will be used. If no sufficient funds available, it moves on to the next account.

5.18 Discount Programs TNG discount programs are used to define the sets of rules for discount cards. Any conditions could be set for different rules and you can prioritize them by changing their order in the table or by setting their weights â&#x20AC;&#x201C; if more than one program is applied for one card. Create a new profile with a name and short code.

The weight should be set up if any of the discount rules are applied together to determine which program should be applied first. When several discount profiles can be applied, the profile with higher number in weight is used. Select Order items by price orders the items on the check starting with the highest price to the lowest. To create a new rule. TNG V3 User and Configuration Manual

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Start editing the rule by giving it a title.

Make sure these lines all have unique names in one table. To specify rulesâ&#x20AC;&#x2122; conditions, set appropriate values in the cells of corresponding columns. You only need to specify the conditions that are used by the rule. Set the rules as follows: Revenue Centers: Dropdown list of revenue center groups. Click in the cell and select the revenue center group which the rule will be applied to.

Date/Time: Dropdown list of periods during which the rule will apply.

Serving Period: Relevant with micros interface. To select serving period, type in the IDs separated by comma. To select a range of IDs, use a hyphen between the first and the last IDs of the selected range.

Sum: Minimal check total when the rule applies. Type number only (without any other characters).

Guest: Minimal number of guests when the rule will be applicable. Type the number of guests. This is mainly used for food and beverages when tables are set.

Sale Item: Minimal number of services (sales itemizer) the rule will be applied to. Type in only number (without any other characters).

FGRP: Family groups from Menu Groups. To select separate groups, type in the group IDs separated by comma. To select a range of IDs, use a hyphen between the first and the last IDs of the selected range.

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MIID: Menu item ID the rule will be applied to. To select multiple items, type in the item IDs separated by comma. To select a range of IDs, use a hyphen between the first and the last IDs of the selected range.

Count: Minimal number of the same items in a check, when the rule will be used. It can be used to make a special offer if you buy minimum this number of items. Or it can be used to make exception â&#x20AC;&#x201C; guests do not get a discount if more than one item is bought.

Limit: Maximum times of use or value of discount that this discount can be used per period.

The above example shows that this rule can only be used one time daily. It can be set up per rule or per program. If the rule is limited, you can see this icon:

in the rule. If the whole program is limited, it is set at the bottom of the screen. Discount: To set a fixed discount, type in the sum in the cell under the Amount header. To set discount as the percentage deducted from the check amount, enter the percentage.

To make exception to the rule, simply create a rule with 0 discount for the excluded criteria. For example you can make a rule for 20% off of all (no restrictions set) but make a 0 discount rule for the excluded criteria. Several rules like this can be configured. Use the arrows to move the lines up and down in the order of application. Restrictive items should be on the top of the list, the wider allowances at the bottom. To link a discount program to a card type, you can select the cards from the discount program:

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5.19 Bonus Programs TNG bonus programs are similar to discount programs but used to define rules for bonus collection. Bonus cards are used to collect points for the bonus accounts which the guests can later redeem as payment method or collected to be upgraded from one program to the other.

Create a new bonus program To create a new bonus program, click +

Add name, code, weight and order items by price as explained for discount programs. There is an additional option to skip on discount. This means that if the check is already discounted, do not collect points for the same. This means you avoid double benefits. Add the rules as explained for discount rules. In bonus rules the amount is the fix number of points received and discount is the point as ratio of the itemsâ&#x20AC;&#x2122; price to which the rules applies to. Account is selected where these rulesâ&#x20AC;&#x2122; points will go to. You can separate lifetime points from redeemable ones.

Triggers are used to trigger an action based on the bonus program upon a closing of a check. The trigger actions could be: -

Amount: number of points on bonus account

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-

Date: actual date or from template every day, 1st day of week/month/year, birthdate of client, etc. Run once: tick if this should only apply once to any guest card

The actual event that will happen once triggered, can be: -

Adjust account: increase the balance of selected account Multiply by points collected Apply immediate discount: select from discount programs Issue a subscription: subscription given to guest free Change card type: upgrade to next level of membership Extend expiration Bonus reset options: reset bonus points or subtract min amount Send: template for on screen messages for user CRM notification: CRM task or event creation (sending messages)

The above example shows a trigger that will work when bonus account value is in the range from 1000 to 2000 the first time. It will award 100 (currency) to the deposit account, give instant 10% discount, add subscription "Milkshake pack" to guest, change card type to "diamond", extend card expiration date by 10 days.

5.20 Payment Permissions In the Payment permissions menu you can specify payment rules for accounts. This is used when you need to restrict payments from accounts for certain conditions.

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Most of the rules are similar to discount rule options. Describe when the account can be used as payment method – or when it cannot. Action has 3 options: -

Allow payment: guests can use this account for payment Deny: guests cannot use this account for payment Forward: when using the linked account types for payment, the transaction will be forwarded, resulting in payment by master card as set on profile as routing profile

Click on the action cell to change between the 3 options. Limits can be set up as described for discount rule. Link your permission set to the accounts on the next tab or in accounts settings.

5.21 Access When you manage areas where you control guest entry – manually or via turnstiles and gates – you need to set up facility access rules. The areas should be defined as RVC in TNG. If interfaced with access control system, these are linked to gates.

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You can set up any number of access rules where you differentiate between the areas and access conditions. Create a new access rule set by +. Give it a name and short code. You need to add new line to the table to define the first rule. The columns should be edited as follows: -

Revenue centers: the area to which access points this rule is checked Key: no check means guest can be checked in with or without presenting key. With key only means that guest cannot be checked in without card. Date and Time: access is given at if any time, leave it empty. If restricted time, select the time configured in Date and Time Subscription menu item: what item should be checked on subscription upon check in. Overtime menu item: if this item is not found on subscription, what item should be added to the guest bill. Daily limit: number of entries (check in) per day Option

o o o o o

Checkout balance check Immediate auto-checkout: to make automatic check out right after check in action End of day auto-checkout: to make automatic check out for all checked in guests in end of day procedure. Deny second check-in: to deny check in for a checked in guests. This makes it mandatory to check out before checking in again. Skip conditions checking on repeated check-in: if check in is repeated before check out, ignore conditions

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-

o Charge deposit: Action: allow or deny entry

5.22 Accounts TNG accounts are set up to manage cashless payments, such as deposit accounts, member accounts, bonus, etc.

These are set up as: -

-

Code: unique account code Name: account name Account types: o Money (deposit): internal deposit account. Actual money topped up and/or spent from this account o Bonus redeemable: internal account, points on this can be spent o Bonus non-redeemable: internal account for lifetime points o Discount: internal deposit account where payment is the deposit Expiration: after the days set here the account balance is set to 0. Auto renew: refreshing period for account, when balance is set to 0. Payment rules Points rate: rate set to 0.5 means that for a 100 EUR check to pay with this account 200 points will be deducted. Points rounding: rounding rule for points. If only complete points can be used, set it as 1.0. Set 0.5 for half points also counting. The actual bonus points earned will be rounded upon each transaction.

6. Operations 6.1

Search

The search bar allows you to look up individual profiles, searching by start of the name (last name first name) or room number, card ID, phone, cell phone, registration keys (card, bracelet, etc). Important: To open a list containing all registered guest profiles, just type in the % character in the search field. You can also use % character as a wildcard to substitute for any symbol(s) in the search text. For example: if you type jo%son in the search field, you will find profiles of guests with last names like Johnson, Jonnson, Jonson. The dropdown list of registered guest profiles matching the search criteria will open. If the list contains too many items, you can narrow your search by typing succeeding characters of the search text.

6.2

Dashboard

TNG Dashboard is fully customizable screen that consists of set of chart for any statistics. This screen is working in real time mode and can be changed in according to customerâ&#x20AC;&#x2122;s requests.

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Charts are not static and have individual controls for changing of layout or style.

6.3

New Profile

You can create a new profile from the menu option:

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Card status field is in charge of main card status. It can be Active or Blocked.

No actions with status Blocked allowed in TNG. Simphony\Micros will also block operations with blocked cards. You can specify expiration date for this card in Valid till field. TNG supports any type of card. It can be RFID cards ot Magnetic cards. Important: Card number in Magstripe field must be unique. In case of you try to save profile with not unique for TNG card number in Magstripe filed the error message ‘card already exists’ appears. To link a profile photo to the guest, you can make a snap with webcam or upload from file.

You can upload further attachments to the guest here. You can also create a new profile from the booking process or cashier transactions. If interfaced with PMS, all hotel guest profiles will be automatically created. When you need to create several profiles at once, use Bulk Import. In case of we don’t need guest profile in lists any more we can put profile to Archive. Profile will not be available for search and bookings with this status but statistics will be kept in TNG for report. TNG V3 User and Configuration Manual

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Just changed filed Archive to Yes.

Important: You can find archived profiles with advance search only. Use Show archived option for search.

6.4

Existing Profile

When you look up an existing profile in TNG, several other tabs are available.

Information This is fully adjustable as it is a HTML page, edited in templates. It is meant to contain the most important information about guests. The same template can be shared with external POS to view as profile. TNG V3 User and Configuration Manual

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Profile On the profile tab the information is available as seen in New Profile.

Extra cards This tab contains information about any additional card in addition to the card displayed in Profile tab. If more than one card type is used by guest, all should be added here in addition to the one on the profile tab. When profile is imported, additional cards may also appear here from PMS.

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Relations

There are different relations that can be set up between guests or between guest and employee. Routing profile: It is used for payment forwarding, shared subscriptions, etc. The profile set here will get the forwarded items. For example using shared subscription of the routing profile, this profile can also make redemptions. Relationships with guests: you can set up relations between guest profiles. The relations are set in two ways, as employee-employer, etc. Simply add a new relation, search for the profile and set the relations:

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Assigned employee: Employees with assigned employee skill can be linked to the guest profile here for CRM actions. Foreign links: external system information like PMS profile ID is stored here.

Checks Guest specific view of Checks

CRM Guest specific view of CRM. Only displays tasks and events related to this guest.

Subscriptions On the subscription tab all active subscriptions of the guest are listed. Expired subscriptions can also be viewed by ticking the show expired box. Click on

to issue new subscription for current profile.

Choose subscription from the list, enter subscription reference if needed and click on Ok to save data. Usually the subscriptions are sold in cashier and after the check is closed, they appear here.

You can extend the view with the downward arrow to see the transactions of subscription:

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With the history option gives you details about the main changes, like issue and status change of subscription. Based on the settings in Subscriptions, the status is automatically changed. If you need to manually override the status, click on the status and change it:

Subscriptions can be moved to another guest profile. Click on move, enter the guest name and the reason for the move:

After the move the balance of available items is transferred to the new guest. Subscription items can be edited, to manually reduce or increase the number of redeemable items.

Enter a positive number to increase the redeemable items and negative to reduce them. You can issue a subscription here, which the client does not pay for. You have to enter a reason for it.

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History button allows to see all changes (manual and automatic) for this subscription.

Redeem option can redeem selected items\services from subscription.

Count will be changed. In our case initial count for item was 10 and it was redeemed to 9 after Redeem button was used.

Edit button allows to change current count for selected item.

Click on Edit and input new value for item in Subcription.

Count was 9 and it was changed to 24 as we added 15 in previous scrren. Show Expired option allows to see expired vouchers.

Information about active subscriptions will also displayed on Information profile.

Membership Similar to subscriptions, the membership is often issued as a sale in the cashier, however if the membership is issued on profile, there are further options to be used. Click on

to issue new membership for current profile.

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Membership history, move and details functions work similar to the subscription on profile. You can freeze/reinstate the membership if frozen days are included in the membership.

Additional options are Settings to design membership are:

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Edit validity Select discount program and its validity Add reference number or note Mark it as extension Edit quantities and validity of redeemable items.

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-

Add subscription templates

When membership is issued here and not from cashier, there are further options upon sale:

You can add item references and set activation date. This is also where you should set payment plan if it is not fully paid up front. If the configuration is set with number of payments, they will be automatically added, but they can be manually updated here.

allows move Membership to another profile. You need to find a profile for membership move.

Type reason for membership move and confirm it. Information about membership will be displayed on Information screen for this profile.

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Information about Loan payments will be also displayed.

Bookings Guest specific view of Bookings. Only displays bookings related to this guest.

Registrations This tab shows history of all registrations (check-in\check-out operations) for this guest in the system.

Duration and Keys (room number for accommodation in Hotel or bracelet number) also can be shown.

Click on to change layout for registration records. Columns outlet, clockin or clockout date, duration or key number can be removed from this screen.

6.5

Bulk Import

When several profiles have to be inserted at once, it can be easily done from an excel file. Make sure your table includes the columns as TNG profile fields.

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Simply copy and paste the information from your table â&#x20AC;&#x201C; without headers.

Click next. Select the field names as columns from the drop down:

Click save, and all your profiles will be saved as new records.

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6.6

Selection Expert

Selection expert selects profiles from the full database of customers according to your selected filters. This is an ideal way of selecting targeted customers for promotion. You can create any number of search requests and reuse them at any time. To create a filter, simply fill out the criteria as required:

When a field is left empty, TNG considers it as â&#x20AC;&#x153;allâ&#x20AC;? values in that category. For example where gender is left empty, it takes male, female and unset gender guests. -

Gender: male or female Age: from to, inclusive, in years Registered: date of profile creation Source: as in Dictionaries Company: start of or full company name Card type: more than one can be selected Membership: status of member as not member, active, past Membership type: more than one can be selected Membership ends: from and to dates of expiry Balance: select the account and set from to balance values Hotel: select the PMS property where this customer was registered Sales: several options available to filter guests based on their transactions of sales: o Count: how many items they have purchased o Amount: what is the total value of their spending o Dates: what date range of transactions should be filtered o Major groups, family groups and menu items: select from your menu management.

For example if you wish to work with guests who have made a purchase for a product group in the last month, set it as:

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To save this filter and reuse it later, press the icon next to the drop down list at the bottom:

Give it a name – this is how it will appear in the future, to be selected from the drop down list.

The results of the filters will always be update when retrieved. Results of guest profiles matching the filters set will be shown in the list below the filter with the total number of guests highlighted. For these profiles several options are available:

open the guest profile in a new tab. send an email to the guests send an SMS to the guests create a CRM task for the guests       

Export: Exports the whole list to .xls (Excel) format. When this option is selected, Save as dialog opens to let you choose folder for saving the file. Print: Prints the list Status: Opens Status dialog to set status for all currently selected customers. Card type: Opens Card type dialog to set card type for all currently selected customers. Send template: Opens Message dialog with a dropdown list of message templates. Generated from the template message will be sent to all selected customers. Send message: Opens Message dialog where you can enter your message. Click OK to send the message to all selected customers. CRM message: Opens CRM Messages dialog. Select message type, description (title) and enter your message to Message field. Then click OK to send the message to all selected customers. The dialog contains three buttons Add name, Add second name and Add Last name allowing you to automatically add customer profiles data to messages.

export data to MS Excel

issue Voucher to selected guests profiles Please choose Voucher Compaign like it is sown on picture below

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Vouchers from selected compaign will be issued automatically.

6.7

CRM

CRM is the management tool of sales tasks, email and SMS notifications. CRM allows users to create reminders about customer-related tasks. There are two different items under CRM: tasks and events. Task should be an actionable item, such as sign contract or remind customer on expiry date. Events are the executed actions themselves, such as call, meeting, etc. Tasks can have multiple events assigned to them, and events may happen without a task. Tasks and events are highly customizable, but you can save templates to simplify creating similar tasks in the future. CRM also tracks email and SMS notifications that are used to provide notifications about booked services and promotions.

Starting with Task types, you can set up the most common tasks as templates.

Add name of template and define the pop-up mode. This can be: -

Employee messages: employee will see the task assigned to them in CRM menu Guest messages: email or SMS message No messages: no messages only note on profile

To create a new task, press the

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Select: -

Guest Date the task is for Type of task Assigned employee: by default the assigned employee linked to guest on profile relations tab. Task title Priority Notes Color

When task is saved, it appears in the task list of CRM. To work with this task, highlight and click Edit. You can change the existing task details and also create an event:

Event result codes can be set up in Events tab â&#x20AC;&#x201C; Result codes

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Select from these codes when the event is edited.

Instead of making note of a sent message, simply the email or SMS can be sent from TNG â&#x20AC;&#x201C; from the next Messages tab.

6.8

Merge

When you face duplicate profiles for the same guests, you can merge their information and details. Upon merge of two profiles the following information will be merged: -

Notes History of transactions, bookings Future bookings Subscriptions Membership Loyalty cards Account balances

The following information from the source profile will be lost: -

Profile information except notes

Select your source profile on the left, target profile on the right.

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By default, all information from the right will be overwriting the information on the left – leaving what is in the middle column. By the >> and << buttons, you move the original profile’s information for that field to fully overwrite what is currently set. By the < and > buttons, you add those values in addition to the currently set values.

6.9

Profile Purge

It may be necessary or legally required to delete the personal information of your guests after being inactive for a certain period of time. In this procedure all transactions belonging to the purged profiles will be reassigned to a single backup profile – keeping the transaction, stock and other details, while deleting the personal profile information.

Select the number of months of inactivity. Usually around or more than 36. Select the back up profile, usually a “purged transactions” or similar profile. Press purge profiles:

This procedure takes place in the background, you can continue your work or even log off TNG while it completes the process.

6.10 Emails and SMS Notifications SMS and Email reminders can be sent to customers automatically (for more information, refer to Create automatic booking reminders section of this document). To send a single SMS or Email message to a customer, open customer’s profile and click on the CRM tab. TNG V3 User and Configuration Manual

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The Task will open with the customer selected. To create a message for this customer, set the following:     

Description: Text of the message that will be available in the Description column of the CRM table. Type: Type of the message. For more information, refer to Message types section above. Schedule time: Time when the message will be sent. Responsible employee: Employee responsible for the task. New comment: If set, the comment will be available in the CRM table.

Click Save to finish creating the task or Cancel to cancel and close the Task window. SMS will be sent at the scheduled time.

To close the task manually, select a task from the table and click Set as complete.

Email Settings You do not need to make any Email settings to send notifications to Email addresses. Email notifications could be sent to any customer, whose profile contains Email address. Note! TNG will not allow saving an Email notification event for a customer without Email address in profile. In this case you will see a warning pop-up message.

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SMS Settings Currently we are using Twillio as the default SMS-service provider for TNG system. To get the information on using the service and registration, refer to https://www.twilio.com/docs/quickstart/java/sms/sendingvia-rest documentation. You will need the following account details: User name, Password and Phone number. Open TNG Manager. On the General settings screen, open SMS configuration tab and select ”Twillio” from the Class name dropdown list.

Enter your account details in the following Service settings fields:   

Username: SMS-service provider username Password: SMS-service provider account password Phone number: the phone number registered with SMS-service provider

6.10 Schedule Schedule is the calendar of TNG for wellness. Several templates can be setup to optimize them for your work.

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The first schedule in set in templates will be displayed by default. The displayed schedule shows you the work times and appointments relevant for the resources. The columns of the table represent all resources set in template. To select another template, select it from the dropdown.

There are further options in the header: -

Calendar: by default, todayâ&#x20AC;&#x2122;s date is used. You can navigate to other days with < > or by selecting the date from the calendar. Today: resets the calendar to todayâ&#x20AC;&#x2122;s date. Show unavailable resources: displays all employees which are assigned to this schedule in templates, but have no worktime on displayed date. Auto booking: opens auto-booking option.

The current time is shown as a red line across if today is displayed. When you use the right click on the calendar, several options become available.

Menu options details -

Booking: opens a new booking window. See bookings.

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Copy, cut and paste: available if you clicked on a booking. Use copy and paste to duplicate a booking, cut and paste to move a booking. Add worktime: opens work time add window. Available when clicked on a grey area where the employee is not set to work. Delete shift and delete shift by range is available when clicked on a white area, where employee has work time added. Add break opens add break window. Available when clicked on worktime Delete break: deletes selected break. Available when clicked on a break.

Booking options When you click on a booking in the schedule, the booking details menu is present:

Change the status of booking from the displayed to any of the listed. Once clicked, the window closes and status is changed. Change treatment by clicking the treatment name:

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Change guest: click on the guest name, remove by x from the pop up.

Search for the participating guest or add as new profile:

Change payer: click on the guest name and search for the paying guest or add as new profile:

Add comment: click on the current comment and edit it in the pop-up field. Change display color: click on the paint icon and select new color:

Confirmation: option to print or send it in SMS or email. Configuration templates are set up in Templates (CONFIRMATION_EMAIL and CONFIRMATION_SMS)

Work Time and Breaks Employees are by default not set to be available for booking. To make them available, work time has to be added. Click on the employee which has no work time added (â&#x20AC;&#x153;show unavailableâ&#x20AC;?)

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From the right-click menu, select add work time.

Select the work time from the list or add custom start and end time.

Templates can be added when the worktime details are set and the + is pressed. You will see the new template in the list of available ones.

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Select the desired date or dates by the ctrl and shift buttons. Click set. It will be displayed with the white background that shows the availability: To delete a worktime, click on it and select delete shift or delete shift by range. If there are any bookings for the worktime assigned to the employee, you will need to decide:

When shift is deleted, the bookings will be automatically reassigned to available resources where possible. Breaks can be part of the work time or they can be added on a work time later. To add a break, click on the work time and select add break:

Set the start and end time and give it a reason. You can chose from the predefined ones or add new reason. You can set a color for it how it should be displayed.

6.11 Booking Creation You can create bookings straight from schedule (right click on schedule) and from other screens: guest profile, booking list, etc. To make a booking, start with right-click on the schedule. The selected resource and time is picked up by the booking as default, but you can change it in the booking process.

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To make a simple booking, select the guest:

You can search for an existing guest:

Or if not yet registered, register a new guest. Search for the name and no results are shown, click +

Complete the details and click add:

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The guest is added to the booking:

You can remove the selected guest by the x and start again to assign another guest.

Advance Search You can use Advance Search in case of you need to find your guest by some specific conditions like first name, room number or arrival date.

Click on Advance Search button. Enter guest first name or room number and click on

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Now you can select profile and click Ok to continue with booking. When an existing client is selected, you can view different details of the client by pressing the general, accounts and packages buttons. Once you have your guest, you need to add the treatment for the booking. All treatments are displayed as they are grouped in menu management.

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History: select a treatment from guest history for the current booking

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Package: select treatment from the packages and subscriptions of the guest Filter by: resource clicked on. This will show you only those treatments which this employee is skilled to do. Allow overbooking. If you allow either component of this booking to be booked at the same time for something else.

-

Once you selected the service, it is added to the next window:

You can change details here: -

-

To remove treatment by the bin sign Edit the color to be displayed from the default See the skilled resources and change to another one from the drop down. Lock resources: the booking cannot be changed to another resource in drag and drop on the schedule Date and start time shows as picked up from schedule. To change date, click on it and set the new date from calendar. The start time is the one closest to the time clicked by availability or booking step. Preparation, duration and cleaning can be adjusted for this particular appointment.

The details of the resources and guest are displayed in a grid to show you other bookings and availability:

When you have more resources skilled for this treatment, all will be displayed. Green is the currently edited appointment. Blue is another booking for the resource. Grey is the not available one. If you wish to add more appointments for the same client, you can either save this booking and start again, or add another treatment in the same window.

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The second treatment is added, and now you can see the initial booking in faded background on the grid. You can switch between the bookingsâ&#x20AC;&#x2122; editing by selecting the treatment in the settings screen. Save your booking(s) and they will be displayed on the schedule right away.

6.12 Included items When the guest has included items in their membership or subscription, you can see these in the booking package tab. Simply click on the treatment form this list instead of the complete list to book it.

If the booking is made from full menu selection, it will still be redeemed upon check out. The available quantity displayed here is only deducted if the booking was paid. Overbooking allows to create booking even in case of all resources are unavailable.

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You can also filter services and get a list of services for current facility. Use option Filter by for it.

In our case only services for Jacuzzi (according to skills configuration) will be shown.

Wait List In case of Wait List included into your TNG license you can add booking to wait list.

You will need to specify dates and time for your booking to be in wait list status.

6.13 Classes Classes need to be scheduled first for the resources, then the guests can book into the pre-scheduled classes.

On the Classes Schedule, double click to start the booking process:

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By default, the first group class in the alphabet will be selected with the first available resources and the time and date selected by the click that initiated the booking process. You can change all:

You can schedule more than one appointment by ticking the day of the week and setting the the date range. The bookings will appear in classes schedule:

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Add a new guest by the plus button:

Search for existing one or add a new one as on any other booking screen. To modify the selected class, click on modify class so further options appear:

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To cancel a guest’s attendance, go to the same window where you can sign up guests. Select the guest and remove by – To cancel a booked class, look it up in the bookings list and change status to cancelled like other bookings:

COURSES Courses are special types of classes. To create a course, set the class booking as course:

Setting the number of classes and the week days automatically update the range of dates. The additional information of the course is displayed on schedule.

When guests are signed up, option is given to subscribe to the full course.

for these courts, you need to have a schedule template set up with the courts.

6.14 Bookings Menu Bookings menu give you a list of current day’s bookings by default.

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In the table you can see: -

Booking status by color Booking number: clicking on this number gives the same menu that is available on schedule view Booking details: date, time, guest, treatment, resources, comment, user Payment status: tick shows paid bookings.

You can change the filters to: -

Show specific date range Include cancelled bookings Extend package and classes to show all bookings

You can also search for specific booking when you filter by: -

Guest Treatment Therapist Facility Comment User

Wait List Wait list functionality allows you to make a note of booking requests when the desired appointment is not available. Creating wait list entries makes sense when there can be changes in the availability due to additional staff scheduling or upon cancellations. To add a booking to the wait list, create a booking on the Bookings screen and click Add to wait list button instead of Save.

You can increase the date range and hours and even add a comment.

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Select a waiting booking and click on Book.

Complete the booking in the booking window and click save to create the actual booking and remove the record from the wait list.

Check Bookings If you work with overbooking or booking without resources, you need to check if everything is setup when the time comes to complete them. Select the dates in booking list on which the check should be completed. Select:

You can check the selected bookings by 3 different criteria:

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Bookings where guest was removed from the booking, or was not added before saving the booking. Booking where mandatory resources were not booked (usually with advance bookings)

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Bookings with overbooking: more than one appointment at the same time. These might be intentional, for example a manicure and pedicure at the same time or a coupleâ&#x20AC;&#x2122;s massage; but they have to be checked.

The bookings matching the criteria and the check booking options will be displayed for you to action them.

When bookings are missing resources, you can also assign them automatically by the fix incomplete button:

6.15 TNG Auto-Booking This feature simplifies the procedure of booking packages for individual guests and booking services for groups of guests; by automatically allocating date, time and resources for services depending on availability. Open auto booking from the schedule

Package Booking Select book for individual, and select guest

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Add the details of the desired times for the automated booking. TNG will look for the earliest availability to start and based on the settings of the package, distribute the appointments with the necessary distance between them. If the booking is for a time when employees are not yet scheduled, select do not book therapists. Press run to start the booking process. The created bookings will be displayed below:

If there are no available times for some or more of the appointments, you will see a warning message:

If you are happy with the created bookings, click save. The bookings are shown on schedule with the differentiating package sign:

If you donâ&#x20AC;&#x2122;t want to book these times, simply close the auto booking window. You can edit the created bookings as usual.

Group Booking First of all you have to create your groups in TNG. They are either imported from PMS, or you can create your groups yourself. In the auto booking select group:

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Set the time preferences and click run. The booked appointments are displayed below. If not all bookings were madeâ&#x20AC;¦

Package Booking with PMS Connection WHEN TNG IS CONNECTED TO PMS YOU HAVE FURTHER OPTIONS IN PACKAGE AND GROUP BOOKINGS. THOSE RESERVATIONS IN THE HOTEL WHICH HAVE A PACKAGE CODE LINKED FROM TNG WILL APPEAR IN TNG ONCE THE HOTEL RESERVATION IS CONFIRMED. These guests together with their reservation details are listed in Auto-booking. When a new reservation is made, TNG shows notification as:

User has 3 options: -

Leave the notification active: the NEW status will be visible until changed. Acknowledge the information: changes the new status to acknowledged. It will not be highlighted any longer for attention, but bookings is not made. Book the appointments needed. Book the appointments of the package to change to booked status.

To book the appointments select the PMS package from the list and click book. This will move the details to the left hand menu.

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To look up acknowledged bookings simply use the acknowledged filter or search by guest name in the PMS package list.

6.16 Additional Wellness Options Booking Cancellation When a booking is cancelled, there is an option to use cancellation fee. This is based on the rules defined in configuration. When appointment status is changed to cancelled, you have to decide if the cancellation is chargeable or not:

Cancellation requires a reason. Select from list. If cancellation fee applies, the amount is displayed. To charge the cancellation, click ok. If it is not to be charged, tick without cancellation fee. You can see the check created in open checks in cashier:

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And in booking list:

End of Day This functionality allows you to close the wellness day.

The check includes: -

Bookings not in complete, cancelled or no show status for today. Bookings of today not paid Bookings for tomorrow missing resources Interface problems of any unsent postings

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6.17 Cashier Sales Every check needs to have the following information: -

Buyer Check items Payment method.

Select Guest

There are three ways to add a guest: -

Existing guest: find and select the guest profile in the search:

This assignes the guest to the check. -

New guest: register the guest with initial details by the +. Enter new details and Add, so the profile is created and assigned to check.

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Passer By: if the buyer is not registered and you do not wish to take personal details, use the Passer By option.

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Note: To keep full statistics of your guests and their habits, we encourage you to register all guests for purchases where possible. The profile is now selected on the top of the screen with relevant details – as set in Templates Select Check Item 

Product

There are three ways to find products that you can add to the check: -

Search in menu: click on the menu groups to expand their contents. The currently opened group is displayed on top, the products with name and price below. Once you find the item you wish to add, click on it and it appears on the check.

-

Search by name: find the product by name or partial name from the search field.

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Find by barcode: read the barcode by the barcode reader to get the same result as searching by name.

Service

Paying for a treatment should be initiated from the booking instead of the cashier as: Select booking in the schedule or bookings list in main menu or on guest profile and clicking on Payment option. The individual treatment or all unpaid treatments are added to the check together with guest selected, skipping Select Guest above. 

Product and Service

Start check for service then add product to the check as explained above. Change Quantity of Items To sell more of a product, double-click on the check item or use the Item settings button when when check item is highlighted.

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Note that you can increase and decrease quantity by the plus and minus signs, or enter a negative amount manually.

Sell voucher Use Sell voucher button to sell issued voucher to guest.

There are two options here. New voucher allows to sell a new voucher. Top up â&#x20AC;&#x201C; top up amount of voucher account.

You can use Guest field in case of guest buys this voucher for another guest like a gift. In case of guest has vouchers linked to his profile a list of attached vouchers will be shown in accounts area.

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Click on Void vutton before item selection.

Select item from list of items then.

Item with negative quantity will be posted to check. In case item was posted into check by mistake please select item in check and click on Void then.

please select a reason of void from a list. Item will be removed from check.

Discount\Surcharge Use Discount\Surcharge button to apply discount or surcharge to check or to selected items.

Discount\Surcharge will be applied to check in case of no items selected. Select several items by Control\Shift+Left mouse click combination.

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Then click on Discount button to get a discount for these items.

You can use Amount or Percentage fields for discount amount. Feel discount reason field or choose it from a list of configured reasons. Click on Ok to apply discount.

Discount will be applied to selected items in check.

Split Check Select items you would like to move to another check and use Split Check button to split one check into two different checks.

Confirm split.

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You can see now that original check is split into two checks.

Append Check Use Append Check button to move item to existing check.

Select item in opened check and click on Append Check. You will get a list of opened checks in current RVC. Confirm append operation.

Check with appended items will be opened automatically.

Item Settings This option allows you to enter reference\notes for selected item in check.

Select item and click on Item settings.

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You can type reference and change item quantity.

Check Notes Use Comment field and Guest field to add comment on check and change number of pax per check.

Select Payment Click Subtotal button to calculate the total check amount, so the check details shows includes information on the tax applied. When selecting payment, the payment options appear:

-

Payment by Cash or Card

Select the payment method for cash or card from the available options which the guest uses to settle the check. The Payment amount dialog box will open with the check total in the Amount field. If paid by cash, type the amount of cash you receive from the guest. Check the sum in the Amount field and click OK to confirm the payment. You will see the amount of change to be given in the Change field. The confirmation message Check closed will appear and the check will be printed out. Click OK. -

Payment as Hotel Room Charge

Hotel room charge is possible if TNG is interfaced with a PMS system (Opera or Suite8). When hotel room charge payment method is selected, the room number has to be confirmed. The transactionâ&#x20AC;&#x2122;s details will appear on the PMS room or account as mapped. More information in Interfaces. -

Payment by Vouchers

See details under Vouchers -

Payment by Deposit

Select deposit as payment method. See details on deposit accounts. -

Payment by Bonus points

Select bonus payment method. -

Split or Partial Payment

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Simply change the payment amount in the sum field of the payment dialogue. Note that not all payment methods can be combined dependent of the local fiscal law.2

Room Charge In case of interface with PMS (Opera of Suite8) you can close check on guest's room. Click on Room Charge button.

Room number field and name fields are filed automativaly in case TNG got check-in command from PMS. You can type any room number or guest name and room request will be sent to PMS to confirm posting. Please confirm charge by Ok and posting will be sent to PMS. It will be posted to guestâ&#x20AC;&#x2122;s bill in accordance with TNG interface setup in PMS.

Voucher payment Guest can pay by voucher. Click on Voucher button. Type voucher amount and choose method of payment.

Voucher assigned to selected guest profile and available for payment will be shown. Just click on voucher to make a payment.

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Voucher code will be posted to voucher code. Click on Ok and check will be closed.

Voids, Cancellations and Storno Remove Item from Check Before Payment If the check was not yet saved, the item will appear in blue and when highlighted the void option removes it. The cancel button voids all unsaved changes of the check. If the item was saved with the check, void reason has to be given before completing the removal. Storno – Reversing Paid Checks Paid checks cannot be cancelled or void, only a new check with refund can be created to reverse charges. To refund a paid check, find the check under check menu or under the guest’s profile checks tab. Select the check in Checks and click on Storno. A new check is created with the complete opposite of original check values for check items and account details. Note! Storno is a full reverse of the check, including voucher status, subscription, inventory, etc. Should the storno be for the reason of faulty product return, after the storno is complete, record the inventory transaction for the same.

Deposit Account Top up Deposit Account Once you have guest check open, click on Deposit top up button. Deposit dialog box will open. Type the amount in Amount field. Select payment method and account type. Click OK. The account’s available balance has increased by the top up amount. Deposit as Payment Method Select Payment method as “Deposit”. If there is sufficient fund available, the completed transaction deducts the payment amount from the deposit account’s balance and the check is paid. If sufficient funds are not available on the deposit account, the system shows warning and the check is not closed. You can either use the actual funds as partial payment method or top up the deposit account before settling the check.

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Checks are the receipts in TNG, usually with an item sold and the payment received for it. Checks in the processing status (not yet closed) are handled in Cashier. Closed checks are displayed in Checks in main menu. Save Check for Later Payment If you created a check for the guest but he is not yet ready to pay, you can save the check without payment and later add further information, including the payment. Click “Save check” instead of selecting the payment method. Open Saved Check Use pick up check option from cashier to see all open checks.

Select the check and click “open check” to retrieve it. Continue working with the check as with any new checks. Note! The text of already saved items is black, showing that voiding such items requires reason and confirmation. The text of new items is blue, new items can be easily removed from checks before being saved.

Commission Upon sale the commission for sold items is administered for the seller by default. You can change the seller on all products when adding the item to the check. Parameter: POS_SELLER_QUERY set active will prompt user to choose seller every time when item is added to the check. Note: for services the commission will always be shown under the therapist.

Keeping the Change

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Upon cash payment, you can keep the change and simply top up the guestâ&#x20AC;&#x2122;s deposit account with the amount: tick Enroll change to the deposit account checkbox, the change will be deposited to the guestâ&#x20AC;&#x2122;s account and not returned to the guest in cash.

Discount Cards and Vouchers If there are discount or bonus programs assigned to the member card, the rules assigned to this card are automatically calculated in the total amount. To calculate the check total with an additional discount card or voucher, click Voucher discount button. Enter ID of discount card ID or the voucher number and click OK.

Open Price Items For products with open price (price = 0), you can specify the price at each sale. Select a product and click Set price button. Enter the price in the dialog box and click OK.

Manual Discounts and Surcharges To make a discount or surcharge on a check item, select the item and click on Discount/Surcharge button.

Select an appropriate option (Discount or Surcharge). Specify the discount or surcharge in the Amount or Percentage fields. You can type the amount in the Amount or you can define it by Percentage. These fields are linked to each other, when filling out one, the other is calculated automatically. Select a reason for change of price from the drop down menu and click OK button. You will see the discount or surcharge amount in the list of check items.

Comments on Check In the field under the check you can type a short comment on the check. You can also add reference notes to items on check in item settings or by double clicking the item.

Number of Guests on Check By default it is one person in wellness operations. This number of guests set in discount and bonus rules.

Close Check with 0.00 Balance When your check has 0.00 balance, you still need to close it. Select any payment method. As the check total is 0, it will be closed without payment. To save an empty check, just click on the Save check button; however it is not recommended to leave empty checks in the system.

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Handling tips in TNG should be dealt with as adding a special unpriced menu item to the bills.

Tax Exemption Exempt tax button is available as function key to exempt taxes from customer checks. The feature is required in countries where customers can have tax privileges.

Multi-Property Hotel Charges TNG now allows postings to hotel rooms in different hotel properties connected to TNG at the same time. This is required when TNG has interfaces to more than one PMS. For example, when a spa is attended by more than one hotelsâ&#x20AC;&#x2122; guests. This feature only affects Room charge payment method: the system find rooms and guests from all hotels. Upon payment you need to select property and room number. Note! Interface licenses are required for all connected properties both on TNG and PMS sides.

6.18 Checks The Checks menu point displays the list of all checks closed.

By default it displays the closed checks of the current shift. You can retrieve any previous check by editing the date range by calendar or by the drop down list. You can filter by any search word, revenue center or card type.

The results can be sorted by several conditions: -

Date range by calendar

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-

Date range by drop down Filter: by key word RVC Card type

The displayed columns can be edited by the settings button on the top right corner:

You can print the displayed list or work with individual items: -

Print check: will print a copy of the closed check Storno check: see Voids, Cancellations and Storno Add check to an invoice View details

You can open a displayed check by clicking on the link of the check number. All details of the check will be displayed:

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- add check to Invoice or create new Invoice for selected checks - make check storno

6.19 Invoices It is possible to create invoices as a collection of closed checks. This is often used when guests have credit accounts. To add a check to an invoice, find the check in the checks menu and select +Invoice. You will be given an option to create a new invoice for this client or select from the existing invoices:

The invoice will be created and displayed in invoices menu:

You can print the invoice, add further checks to it or print it. The print date will be set if you confirm printing was successful.

Once printing is confirmed, you cannot add further items to it. When double clicking on the invoice, you can enter reference and mark it as paid.

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6.20 Reports and Printouts There are several printouts and report used in general TNG cashiering. The most commonly used are: Check Check details Check summary Cashier system report Invoice

6.21 Rentals Start by selecting the guest: look up, create new or just passer by.

Based on the settings you have in Rental Items, the rentable items are displayed in the list of items.

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If the list is too long, you can search for the item. Select the item for rent. You can add comments for this rental and start the rental by pressing the Start. Once the rental is started, it appears on the list:

Once you click on the item in the list, the Stop button becomes active. Only stopped rentals which are chargeable (passed the not accounted time) have the option for payment. Stopped rentals show the total amount of the rental duration. When you select payment, you are transferred to the cashier. Settle the charge as explained in Sales. If you do not wish to make the payment yet, you can simply add to check. Once the rental is paid, a tick is displayed in the payment status column. You can search all rentals by guest, service or comment.

6.22 Vouchers Voucher menu includes the setup of campaigns and management of issued vouchers as well. Configuration is required to be set for the payment method of vouchers before vouchers can be used.

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Create groups to manage your campaigns easier. Create a new campaign, which is a predefined voucher template the voucher type. On the general tab, you set up the details of the vouchers that will be issued.

Options to use: -

-

Type: o

Amount: the voucher will worth actual money, used as any other payment method. ď&#x201A;§ Amount: as amount it is valid for ď&#x201A;§ Bonus Amount and Discount if the value of the voucher is more than what it is paid for. o Discount: a discount program is linked to this voucher o Item preset: select the items from the menu which this voucher can be redeemed for. You can add several items, but the max use count will define how many items can be redeemed from this range. For 5 selected items and 1 max use count, the voucher can only be redeemed for one item. o Item free choice: Coding: the unique code generation: o Digit: random numbers o Alphabet: random letters

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-

o Range: sequential codes o Prefix: the same characters start all voucher codes. o Code length: the actual number of characters of the unique code Max use count: how many times a single voucher code can be redeemed. Period: standard validity in days

Once the campaign is set, actual voucher codes have to be issued. Click on vouchers tab. Several vouchers can be issued for one template, just add new with the + sign. Define how many codes you want to issue and if the valid date should set already.

You can edit the issued voucher’s code and validity date if needed, for example if you need to use preprinted cards with their own codes. The validity of the vouchers can be edited later by selecting the code from the list and using the edit button:

You can link a voucher to profile if you know who will redeem it. This helps to redeem vouchers even if the client forgot the actual card. Also when a voucher is given to a guest as a gift, without sale, assign the profile to the code here by pressing the profile icon:

Sold vouchers have the check date describing the time and point of sale and the purchasing customer. To block an issued voucher, select voucher from the right Issued vouchers table and click Blocking button. The Lock voucher dialog will open. Type the reason for blocking and click Block. You can also import voucher codes

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Select type of voucher – note that only those are available from the dropdown which have issued vouchers. Enter voucher amount in ‘amount’ field. Usually the amount you defined in the campaign but can be changed here. You can add the customer who will receive this if given. Tick ‘Top up’ option to top up voucher balance in case this type of voucher was already sold to the customer. Choose method of payment and click on ‘OK’. You will get a voucher code from the list of issued vouchers. Check details are added to the voucher in the voucher management window.

Voucher Redemption To include discount of check by voucher click:

Before making payment. Enter the voucher code:

If there are vouchers linked to this profile, they will be listed in the same window. If you wish to use value vouchers as payment, select payment method: voucher and enter the details After check closure the voucher balance will be deducted by the amount and the use will be registered.

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6.23 Access Control TNG can keep track of your guestsâ&#x20AC;&#x2122; whereabouts by manual and automatic access control. Rules of access are set in Access configuration. To manually track check ins and check outs, go to cashier and select guest. Use check in button to register the guest for check in in the current revenue center.

If the access rules do not allow check in, a prompt is shown to user that access is denied. If check in is allowed, the guest profile appears in in house guest view with their check in time:

To check out the guest, select from this list or look up profile in cashier and press Check out:

The automatic access control is providing the same actions by turnstiles and gates as explained above. Each access point is identified as RVC like the logged in user has it.

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6.24 Inventory Operations Set up inventory and stock is explained in Stock. Here the daily use of inventory is described. Generally for daily transactions such as sale of product or treatment completion, the update of the stock is automatic. For orders and inventory check the Inventory menu should be used.

There are 3 tabs available for managing transactions:   

Internal: to move items between stocks External: to receive orders or return to supplier Dept offs: the automatic transactions.

The actions available in all 3 options are similar.    

New: create new document, which is not confirmed. Edit: edit existing document Confirm: execute the transaction set in document Print: print the document

Searching previous documents is possible by:

-

Number of document Date range Stock as sender and receiver Activity type for external documents and dept offs

Order and Delivery Create an order in the External tab:

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Select the activity type: Purchase. Add any external reference number if needed. Select supplier from the dropdown list. Select store (default is the central store), where you will receive this delivery. Add the products that you wish to order by selecting them on the list on the right side and moving them to the order by the arrow. To remove items from the purchase, select item on the left and move it to the right with the arrow. Edit the quantities and prices in the grid:

You can edit the unit price, quantity and amount (total price). Add comment before saving where needed. Once the document is saved, it is not yet executed. It can be edited until confirmed. You can print a delivery note of this or confirm it straight away to update the stock levels:

Movements Between Stocks Administering transactions for product movement between stocks happens by the documents under Internal tab.

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Select the stock you move the items from and the target stock, where you want to move them. Add the products from the menu on the right. In this case you can only edit the quantity in the grid. Enter comment and save document. This transaction still has to be confirmed to execute movement of products.

Inventory Check and Correction All transactions of the items within stocks – automatic or manual – are administered under Dept Offs. All automatic deductions after treatment composition and product sales are stored here, but you also have the option to make correction after you compared the inventory report with the actual stock. Create a new document and select activity type: -

Cost of sales: this is the deduction upon sale or treatment completion – for automatic deductions. Consumption: this is used to take off quantity from the inventory, such as breakage or missing items Booking inventory overage: used for adding quantity to the inventory, as “found” items.

Changing Composition of Treatments Once a treatment is booked, you can change the composition according to the status of booking or payment (defined in settings). To modify the composition on a booking, either: TNG V3 User and Configuration Manual

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-

Edit booking and if composition exists, select

Edit the composition by changing the quantity of products or the products themselves â&#x20AC;&#x201C; removing and adding products by the blue arrows from the menu:

Inventory Reporting Apart from the reports in Inventory menu there is also a stock status report available where you can filter the products by store and revenue groups. This is the report used for inventory check.

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Further reports and customization are available upon request.

7. TNG3 Reports TNG Reporting is based on Oracle Business Intelligence platform, providing industry's best analytics tools and extreme performance. This document provides comprehensive description of standard (preinstalled) TNG reports and their filters. You can extend standard reports by creating unlimited number of additional; shared or user specific reports on any data that your TNG database contains. TNG provides flexible access to data for up to 10 different user groups. In this document standard features are shown, which are available for general users, accessing the reports from TNG Manager. Some additional features are also shown, which are available only to users with higher access level, such as report editor, analyzer and template builder.

Types of reports, filters and output formats Types of reports There are two report types provided by TNG: Standard Reports (by Site Name) and custom reports (Custom). Stanadard reports are located in folder that has the same name as Hotel Name and may not be changed by client request in this folder. When new version of report is available it is delivered to TNG Server by HRS Support or IT department of Hotel Custom reports folder may contain changed Standard reports or any other reports that are spesific to Customer bussiness process. Filters Most of the reports have different filters for analyzing specific aspects of data. There are several filters to sort data by time, customer, card type, etc. Filters are used to create user custom reports.

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Output formats Reports are based on templates that define their structure and layout. Some reports contain several templates, including previously saved Analyzer templates. (Analyzer feature may be unavailable to some users, depending on settings.) The use of Analyzer provides extended possibilities of data representation: data can be shown in tables, lists and graphs.

All reports can be accessed from the browser window or exported to one of the following formats: • HTML • PDF • RTF • EXCEL • EXCEL2000 • POWER POINT • MHTML • CSV • DATA To select the format, use the dropdown list available in the filter section of each report.

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Main page and Navigation You can access Reporting from TNG Manager. Click on Reports to open the main reporting page in your default browser.

On the opened page you will see the following two folders: â&#x20AC;˘ Standard reports: By default, this folder contains two subfolders with a number of preinstalled reports. The report structure and folder names in your system may be different. â&#x20AC;˘ Custom reports: Contains client specific reports. The folder is empty by default. Click on the folder name to open it. Then click on the report category to open full list of reports. Navigation You can always check your current position inside the report tree using the navigation area shown on the screenshot below. You can use the links in the navigation area to return to the higher levels of the tree or to the Reporting main page.

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Click on the subfolder name or More… link to open the full list of reports belonging to the category.

On the opened page you will see all reports in the folder. For each report there is also some additional information: date and time when the report was last modified and name of the person who modified the report. To view report, click on its name or View link.

Reports Account balance detailed List of customer profiles with operations over selected account. Available filters:      

From date: Start of the selected period Till date: End of the selected period Guest ID: Guest profile number Account: Type of account Show: Redemptions or payments RVC: Revenue center

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The generated table contains the following information on customer account operations:          

Client name with profile number Account name Balance on period start Date/time of operation Item name Qty - number of items Income - account refillments Redemption - account redemptions Current balance - balance after operation Balance on period end

Account balance List of customer profiles with account balances. Available filters:       

Period from: Start of the selected period Period to: End of the selected period Guest ID: Guest profile number Guest name: Fiew letters of client name Account: Type of account Hide 0 move: Hides 0 operations Hide Not Used: Hides balances with no operations

The generated table contains the following information on customer account operations:    

Client name with profile number Account name Balance on period start Income - account refillments

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 

Redemption - account redemptions Balance on period end

Birth dates List of customers with birthdays between selected dates Available filters:  

Period from: Start of the selected period Period to: End of the selected period

The generated table contains the following information about clients:       

Client profile number Client name Card type name Birth date Phone Cell phone Email

Booking list List of bookings for period, groupped by client or therapist (selected in template) Available filters:      

From: Start of the selected period To: End of the selected period Client: Client name Therapist: Therapist name Facility: Facility name Booking: Booking number

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The generated table contains the following information about bookings:      

Specialist name Booking date Booking time Treatment name with facility name and booking comment Guest name with profile ID Booking number

Bookings by client The generated table contains the following information about bookings by clients:     

Client name Date Booking time Treatment Employee

CRM Events Report shows SMS and Email messages with result codes sent from TNG. Available filters:

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      

Created from: Start of the selected period Created to: End of the selected period Updated from: Start period of event update time Updated to: End period of event update time Clients: Clients to be shown in report Event insert employee: Event creator Result code: Result identificator

The generated table contains the following information about events:              

Client name Event title Event comment Result code Event insert time Event update time Created by employee Email title Email body Email delivery result Email delivery time SMS text SMS delivery result SMS delivery time

CRM Tasks Report shows tasks list from CRM module in TNG. Available filters:         

Created from: Start of the selected period Created to: End of the selected period Updated from: Start period of event update time Updated to: End period of event update time Clients: Clients to be shown in report Task assign employee: Assigned task employee Task insert employee: Task creator Task update employee: Employee who updates tasks Task type: Task identificator

The generated table contains the following information about tasks: TNG V3 User and Configuration Manual

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         

Client name Task title Comment Type Priority Task create time Task update time Assigned employee Created by employee Updated by employee

Cashier report Report shows sales list from Cashier module in TNG. Available filters:     

From date: Start of the selected period To date: End of the selected period Employee: Seller name RVC group: Revenue center group RVC: Revenue center name

The generated table contains the following information about cashier operations:       

Payment method Operator Guest Amount Time Check Revenue center

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Cashier report short form The generated table contains the following information about cashier operations:   

Payment method Checks Amount

Classes report Report shows classes list. Available filters:  

From date: Start of the selected period To date: End of the selected period

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The generated table contains the following information about classes:      

Class name Date Start time Trainer name Participants name Participants count

Commission count Report shows sales in table form to be exported in third party systems for commission count. Available filters:    

From date: Start of the selected period To date: End of the selected period Employee: Employee name RVC: Revenue center

The generated table contains the following information about commissions:              

Time Item name Count Total Discount Item group Item family group Comission employee Discount reason Operator RVC Check number Client Card type

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Commissions Report counts configured in TNG commision. Available filters:   

As-of date: Till date for count Employee: Employee name Class: Commission name

The generated table contains the following information about commissions:       

Date Customer Service/Item Qty Total gross Total net Commission

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Report shows composition of consumables that are used in treatments. Available filters: 

Folder: Folder name

The generated table contains the following information about composition cards:     

Code Name Amount Init Cost

Debt offs Report shows consumables writing offs. Available filters:     

From date: Start date of selected period To date: End date of selected period RVC: Revenue center name Operator: Operator name Source store: Writing off store

The generated table contains the following information about debt offs:      

Date Document number Source store Operator Amount Comment

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External documents report Report shows consumables delivered or returned to supplier. Available filters:      

From date: Start date of selected period To date: End date of selected period RVC: Revenue center name Supplier: Supplier name Destination store: Store - reciever Operator: Operator who created document

The generated table contains the following information about external documents:       

Date Document number Supplier Destination store Operator Amount Comment

Item rating Report shows raiting of sold items for period. Available filters:   

From date: Start date of selected period To date: End date of selected period Menu group: filter by menu group

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 

Menu family group: filter by menu family group RVC: Revenue center name

The generated table contains the following information about external item raiting:     

Item name Menu group Family group Number Total

Item raiting by total

Members list Report shows list of clients who have memberships. Available filters:   

Client Id: Client profile number Type: Membership or Subscription MMSHP Status: Membership status

The generated table contains the following information about members:  

Guest Item name

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          

Type Status Issue date Expiration date Deposit To pay To Loan Sell time Check number Membership start date Membership end date

Menu Report shows current menu list from menu management configuration. Available filters:     

Sales group: Sales group of item Family group: Family group of item Item: Item name Item code Folder: Destination folder

The generated table contains the following information about menu items:      

Code Item name Additional name Sales group Sales family group Price

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Registrations Report shows list of registrations from TNG or third party application (if configured). Available filters:    

From date: Report start date Till date: Report end date Guest name RVC: Revenue center

The generated table contains the following information about registrations:     

Guest name Card number Key Clock in Clock out

Revenue report Report shows revenue from all sales over selected dates range. Available filters:   

From date: Report start date Till date: Report end date RVC: Revenue center

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The generated table contains the following information about revenue:   

Item Count Total

Sales by employee Report shows sales by employee over selected dates range. Available filters:       

RVC group: Revenue center group From date: Report start date Till date: Report end date Sales group: Menu sales group Family group: Menu family group Item name: menu item name Employee: Sales employee

The generated table contains the following information about sales:    

Item Quantity Amount Discount

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Shifts Report shows employee shifts over selected dates range. Available filters:   

From date: Report start date Till date: Report end date Employee: Sales employee

The generated table contains the following information about shifts:  

Employee name Number of hours in working shifts by days

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Report shows SPA statistical information. Available filters:  

From date: Report start date Till date: Report end date

The generated table contains the information about top 10 clients by amount, by booking number, booked treatments etc:

Store amounts Report shows store amounts over selected dates range. Available filters:       

From date: Report start date Till date: Report end date Store: Store name Menu group Menu family group Folder: Items location in menu managemant Remains: Filter to hide zero remains

The generated table contains the following information about store amounts:          

Item № Folder Name Price Units Left on period start Left on period end Cost Cost amount Left

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Subscriptions Report shows subscriptions details for members. Available filters:  

Subscription: Option to select specific subscription Item: Option to select specific item from subscription

The generated table contains the following information about subscriptions:    

Item Current balance Initial balance Charged

System changes Report shows changes performed in database. Available filters:   

From date: Start date of selected period To date: End date of selected period Table name: Table name for audit

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 

Event: Event type Operator: Operator who performed changes

The generated table contains the following information about changes:          

Date Event number Event Operator Table Field Old value New value Old reference New reference

Void report Report shows voids for date range. Available filters:      

Guest Id: Guest profile identificator Guest name From date: Start date of selected period To date: End date of selected period Cashier: Cashier name RVC: Revenue name

The generated table contains the following information:        

Time Guest Check Name Total Void reason Operator RVC name

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Vouchers with balances Report shows vouchers list with details. Available filters:      

Voucher Type: Voucher company name From date: Start date of selected period To date: End date of selected period Voucher code : define specific voucher code Hide expired : Yes or No option Hide not used : Yes or No option

The generated table contains the following information:           

Voucher code Created by Created First used guest Valid from Valid till First used amount Incom balance Movement for period Outcom balance Voucher type

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