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Roles & people · Role manual

Bartender

For bartenders — the bar board, bar tabs and payments, your own drawer, the bar shift with its bottle count, spills and breakages, bar stock and the event bar.

10 min read

On this page

Welcome behind the bar. In JupitaPos the bar is a small business of its own: drinks arrive on your bar board from the waiters’ tills, you ring up and take payment for the guests at the counter, you keep your own drawer, and at the end of the shift you count the bottles so the business knows what was poured.

Who this manual is for

  • System role: Bartender (bartender) — bar tickets, bar tabs and payments, your own cash drawer, the bar shift and its counts, bar losses, bar stock and the event bar.
  • In the pictures: Grace Bartender at Kampala — Kololo, working the Rooftop Bar and the Restaurant Bar. Sam is the shift supervisor and Paul the cashier.
  • Where you work: at the bar — the bar board on a tablet, and a till for your own sales and your drawer. Sign in with your password to open and close your drawer; use your employee number and PIN to switch user on a shared bar till.

A day at work

New behind the bar? Practise a few rounds in training mode first — Start training mode.

  1. Sign in and clock in — Sign in, Clock in and out.
  2. Start the bar shift and check the opening stock — Start a bar shift.
  3. Open your drawer with its float — Open the till with a float.
  4. Bring up what the bar needs from the store — Transfer stock between stores.
  5. Open your bar board — Open the bar board.
  6. Make the drinks the waiters send — Accept a drink ticket and start making it, Mark a drink ready and bump it.
  7. Serve guests at the bar: open a tab and settle it — Open and settle a bar tab, Take a cash payment.
  8. Record a re-make or a spilt drink on the board — Record a re-make or a spilt drink — and anything broken or spilt off the board — Record a spill or breakage.
  9. When a bottle or keg runs out, 86 the drink — Mark an item sold out.
  10. Drop extra cash in the safe — Record cash in, cash out and safe drops.
  11. At the end of the shift, count the bottles — End the shift: count the bottles.
  12. Count and close your drawer — Count and close the till — and clock out.

Guides you will use

The bar board

Selling at the bar

Payments and your drawer

The bar shift and stock

Events

Practising in training mode

When the internet is down

Signing in and your time

Quick reference

I need to… Where Guide
Start the bar shift Bar control (/bar) Start a bar shift
Open my drawer Tills & cash → Open till Open the till
Open my bar board Preparation Screens › Stations → my bar Open the bar board
Finish a drink Ready on the ticket Mark a drink ready
Record a spilt drink ⋮ More actions → Spillage Re-make or spilt drink
Record a broken bottle Bar control → Record a loss Record a spill or breakage
Open a tab Point of sale → New order → Bar Open and settle a bar tab
Take cash Pay → Cash Take a cash payment
Serve at a function Event bar (/events/bar) Serve at the event bar
Count the bottles Bar control → Count & close End the shift
Close my drawer Tills & cash → Count & close Count and close the till

Getting help

  • Your supervisor (Sam) approves voids and large discounts on your till, decides a drawer that does not balance, and helps when the bottle count shows a big variance.
  • The branch or bar manager adds bottles, measures and keg sizes, and reads the bar reports.
  • The storekeeper issues stock to the bar store.
  • The administrator fixes logins, PINs and a bar till that is not approved.
  • The Help Center: Help & Training › Role-Based Manuals in the menu, with a search box; on the bar board or any screen, the ? button, Help for this screen. See Find help: the Help Center.
  • Troubleshooting you will need most: in End the shift, Open and settle a bar tab, Open the bar board and Count and close the till.

Manuals you can also read

  • Cashier — For the cashier at the till — opening the drawer, ringing up and taking payment, verifying mobile money and counting the drawer at the end of the shift. The till, the terminal and the point of sale; nothing else.
  • Waiter — For waiters and hosts — seating guests, taking table orders on the till or your phone, firing courses, splitting and printing the bill, bookings and the waitlist.
  • Room-service attendant and runner — For whoever takes room-service orders and carries them up — taking an order for a room, paid on delivery or charged to the room, following it through the kitchen, bar and barista, delivering it, and charging restaurant and bar bills to a room.

What you can do

These are the permissions of the Bartender role. The ● ones are sensitive: closing your drawer asks you to be signed in with your password.

Area What you may do
accommodation Charge an unpaid order to an in-house guest room (accommodation.charge)
accommodation View rooms, availability, reservations and stays (accommodation.view)
approvals View approval requests (approvals.view)
attendance Clock in and out and take breaks at the time clock (attendance.clock)
auth Receive a signed offline permission snapshot on an offline-enabled terminal (auth.offline)
auth Unlock, switch user and sign in with a POS PIN on an approved terminal (auth.pin)
bar Bump, recall and complete bar tickets (bar.complete)
bar View bar and barista production screens (bar.view)
beverage Open and close bar shifts, count bottles and record bar losses (beverage.operate)
beverage View bar stock, bottles, kegs and beverage products (beverage.view)
cafe Use the café counter and collection screens (call numbers, order-ahead) (cafe.view)
cash Close a drawer and count cash (cash.close) ●
cash Record cash drops, pay-ins and pay-outs (cash.movement)
cash Open a cash drawer / declare a float (cash.open)
cash View drawer balances and cash reports (cash.view)
customers Create and edit customers, attach them to orders (customers.manage)
customers View customers, their history and loyalty (customers.view)
dashboard View the dashboard (dashboard.view)
events Serve at an event bar: ring hosted and guest-paid drinks (events.bar)
events Read the approved function sheets and banquet event orders and acknowledge them for a department (events.beo)
expeditor Pack, assign runners, release and confirm collection of orders (expeditor.dispatch)
expeditor View the expeditor / pass board (expeditor.view)
giftcards Sell and top up gift cards against a payment (giftcards.sell)
inventory Issue and transfer stock between locations (inventory.issue)
inventory View stock levels and movements (inventory.view)
leave Request leave and see your own balance (leave.request)
loyalty Redeem rewards, stamp cards and enrol members at the till (loyalty.redeem)
loyalty View the loyalty programme, points and rewards (loyalty.view)
menu Mark items available / sold out (86) (menu.availability)
menu View menus, items, modifiers, combos and prices (menu.view)
notifications Receive and view own notifications (notifications.view)
payments Take payments on orders (payments.take)
production Open the production boards (stations overview) (production.view)
reservations Book, confirm, seat, move, cancel and mark no-shows; manage the waitlist (reservations.manage)
reservations View the reservation calendar and waitlist (reservations.view)
room service See room-service orders and the room-service report (room_service.view)
sales Create orders and take sales (sales.create)
sales Apply discounts within the standard limit (sales.discount)
sales Edit open orders (items, seats, notes) (sales.edit)
sales Transfer orders between tables, waiters or branches (sales.transfer)
sales View orders and sales (sales.view)
shifts View shifts and rosters (shifts.view)
storefront Accept, reject, fire and hand over online orders (storefront.orders)
storefront View the storefront setup, online orders and their tracking (storefront.view)
tables Seat, move, merge and split tables (tables.manage)
tables View floor plans and table status (tables.view)
training Practise in training mode (nothing reaches sales, stock or the books) (training.use)