AU2003266864B2 - A method of commerce for use with food outlets - Google Patents

Description

WO 2004/036494 PCT/AU2003/001378 A METHOD OF COMMERCE FOR USE WITH FOOD OUTLETS FIELD OF THE INVENTION The present invention relates to a method of commerce for use with food outlets and in particular to a method of commerce involving the use of portable data storage and transfer devices.

BACKGROUND ART Data storage and transfer systems using portable devices such as cards with some memory capability, for example, a magnetic strip, and terminals to which the portable devices can be connected are well known. Generally they are used to control access to some area or service. Usually the terminals are connected to a central processing unit or computer which controls access and is the ultimate storage facility for the information on the card.

One such early prior art system comprises a portable card with a magnetic track and a peripheral device or terminal which is connected to a central computer.

Many of the cards referred to as prior art use magnetic track memories which could easily be modified or the contents read. Also the memory storage capacity is quite low and the memory is susceptible of accidental modification such as erasure when in region of a magnetic field. This leaves such systems vulnerable to abuse from fraudulent intervention.

Later devices address the problem of lack of memory capacity and volatility by use of a portable device or card containing an integrated circuit memory. The device still suffers from the problem that the memory could be read and the contents extracted or changed. Inhibiting means have been added to prevent the transfer of data out of or into prohibited areas of the memory of the portable device.

There are also systems for interchanging information which are similar to those described above, but without the error prone direct connections from the peripheral devices connected to the central computer. The peripheral devices contain a write mechanism which can transfer the information from the portable device to the peripheral device. The peripheral devices can then be collected on some regular basis and taken to the central computer where the information can be transferred to the central computer's memory.

Portable cards or devices are also used in systems which authorise access to a service offered by an authorising entity. These systems generally have a portable card WO 2004/036494 PCT/AU2003/001378 2 with memory and a microprocessor, and an authorising entity system capable of communicating with the card and also performing computer program operations. The card and the system have the same algorithm to be executed and each has secret data upon which the algorithms operate to produce a result which can be compared to ensure that proper access is granted. This system is rather complicated and involves an operator at the authorising entity end.

More advanced systems are known. For example, some systems encode a fingerprint on a portable card to verify the identity of the user. One such system discloses a credit or similar card which incorporates a computer generated image of the fingerprint of the authorised user. When a transaction is to be verified the user's finger print is scanned by a finger print reader and the result is compared with the information on the card. The user is authorized to have access if the prints match.

Such devices are presently commercially available.

The systems described above suffer from the problem of complexity or they are susceptible to fraudulent and unauthorised access and tampering with the information in the card or the terminal. Most of the systems above provide cards or other devices which may be used at more than one venue in more than one system.

Conventional credit cards are examples of these types of systems.

A credit card may be used in any type of reader at virtually any type of sales outlet. They can be used to purchase goods or services over the Internet. Such cards have drawbacks due to their utility. They can be used extensively within a short period of time and keeping track of the balance can be difficult. In the situation where a younger person has a card with a parent paying the bills, the parent often has little control over the spending of the younger person.

Known smart-cards are generally configured differently depending upon the particular functions they are to perform. Typically, the memory space of prior art smart-cards contain various segments of fixed size, each of which may be dedicated to the storage of a particular kind of data relating to a specific application/programme.

Such utilisation of the limited resources generally available in a smart-card results in 3 0 limited overall functionality.

It is known to format data on smart-cards such that each application resides in a separate directory, for example in accordance with International standard ISO 7816.

In practice however, these formats may not be suited for devices such as WO 2004/036494 PCT/AU2003/001378 3 smart-cards if they are configured to support large numbers of applications and programmes because the amount of resources required to support the resulting elaborate application and directory structure is excessive.

Additionally, the differing formats adopted by different card providers for different applications or programmes seriously limits the inter-operability of present day smart-card systems. In other words, a smart-card supplied by a given card provider or card issuer for a particular programme and configured to fulfil a particular function, will general not be compatible with the hardware and operating systems of different card providers, or hardware and operating systems designed to fulfil a different function, or the potential limitless number of different programmes or functions required by the many different card providers, card issuers or users of the different functions and programmes.

As can be appreciated, cards or other devices having a prepayment stored on or associated with them may be lost or stolen. This is also the case with credit cards.

When such devices are lost or stolen, they may be used by others. A person finding a credit card for example, can use the card over the phone to purchase goods or use the card in millions of shops worldwide. The very convenience of the cards is a problem.

When a card is lost or stolen, the owner, if aware of the loss or theft, can cancel the card so it may not be used. The owner is not always aware of the loss or theft. In these situations, the owner can be liable for a large sum if someone else finds and uses the card.

These devices are not without security. Generally a user's signature is required and modem cards often have a photo of the owner on the card or similar type security measures. These reduce the likelihood that the cards may be misused, but the risk cannot be eliminated.

Prepaid cards have similar problems. They are generally designed to be used at a large number of shops or outlets. If one is lost and subsequently found by another person, it can be used, resulting in a loss to the owner to the value of the prepayment.

Similarly, it is well understood that if you lose an amount of cash, you are not likely to see it returned. More likely is that the finder of the cash will smile upon their good fortune and spend the cash.

It would therefore be advantageous to provide a system similar to the above systems but which overcomes the difficulties of cards which are lost or misplaced.

WO 2004/036494 PCT/AU2003/001378 SUMMARY OF THE INVENTION The present invention is directed to a method of commerce for use with food outlets, which may at least partially overcome the abovementioned disadvantages or provide the consumer with a useful or commercial choice.

In one form, the invention resides in a method of commerce for use with food outlets comprising the steps of issuing a portable data storage device to a user, presenting said portable data storage device at a food outlet, ordering at least one item from the food outlet in a transaction, accessing the data stored on the portable data storage device to verify the particulars of the transaction, and filling the order subject to the verification of the particulars of the transaction.

The invention disclosed herein may be used in any food outlet, including retail outlets but finds particular application when used in conjunction with a school shop, canteen or "tuckshop" situation where children who attend the school purchase food items or stationery.

In a broad form, the method provides a system wherein the portable data storage device may be coded or otherwise limited so that use is only possible within the particular system for which the personal data storage device was issued. There may be numerous systems in any one geographical area but a personal data storage device issued under one system will preferably not be able to be used in another system. Alternatively, the potable data storage devices may be limited to use in a small number of systems within a geographical area.

For example, a school may issue a card with a prepaid funds limit to a child attending the school. The card then may only be used at that school. If the card is lost, and a student from another school finds the card, the value cannot be used in the second student's school. If a student of the original school finds the card, additional security means such as a photo of the child or a password may protect the card.

The method may suitably be based in or associated with a computer system allowing the control and storage of a large amount of information that may be required according to the method.

The portable data storage (PDS) device may preferably also be capable of recording or transmitting data. The PDS device may suitably be a card with a data storage strip, an integrated circuit memory or microchip or other type of computer ship. The PDS device may suitably be a key or other portable device that is adapted to WO 2004/036494 PCT/AU2003/001378 be inserted or swiped through a data reader device. According to a particularly preferred embodiment, the type of card used according to the method may be chosen from the following group: 1. Barcode Cards using existing School's identification cards. The system may use the local process (Point of Sale Computer) to emulate the Smart card feature; 2. Smart Cards 4K Contact-less using the MIFARE® system. A True Smart Card having 2 personal identification numbers (one allows read only, the other read-write. The pin numbers are controlled by the software, not the user, and almost impossible to break the encryption) these types are known as Memory Cards.

3. Smart Card Contact-less 16k memory it operates like a miniature computer, using encrypted networking protocol to communicate. It possesses very high security protocols but is relatively expensive.

The storage means on the PDS device may be digital, electrical or magnetic in nature. It may also be a simple bar code.

The data may typically be stored on the PDS device or it may be stored in an associated central processing unit or computer system which is accessed using the data stored on the PDS device. In this way, a large amount of stored information may be 2 0 available to the user of the system upon access using the card.

The PDS device may be "loaded" or charged by prepayments of cash, cheques, Electronic Funds Transfer (EFT) or credit. The PDS device may also be linked to a bill-producing facility whereby the device may be used as a credit type device as opposed to a debit type device. The prepayments may also be stored in an associated computer or computer system.

In a particularly preferred embodiment, the method may operate as a debitonly method.

The "loading" may be accomplished in a variety of ways including over the telephone or over the Internet but is not limited to these ways.

The PDS devices may be listed in the system as "active" when issued or "lost" when they are lost or stolen. The amount "loaded" onto the device may be associated with an expiry date by which date it must be used or it will be voided. The unused portion of any prepayment together with any other information may be transferred to a WO 2004/036494 PCT/AU2003/001378 6 new device issued in replacement. There may be additional security provided on the PDS device including a school logo, student photograph, signature, barcode or the like.

The system may also include a reward system to encourage particular behaviour by the card holder or user. An example of such behaviour is eating or at least purchasing more healthy foods or beverages. The user may accumulate bonus points or discount points which accrue. These points may then be used to gain prizes or rewards or discounts on other purchases.

A spending limit may preferably be capable of being imposed on each PDS device. This amount may be set by the person responsible for the card for example the parent of the child. The limit may be a set limit or a limit of spending over a period of time.

It is known that certain foods or beverages may cause illness to people.

Problem such as allergies, asthma, lactose intolerance and diabetes may be aggravated if children accidentally consume the incorrect or trigger foods. In a preferred embodiment, the system may be capable of being programmed with a list of foods which a user is not able to be sold. This list may be available to the filler of the order or an alert may be given when a foods present on such a list is scanned during the order filling process. Preferably, a list of "banned "'foods may be maintained for all users of the system which require such a list.

The system may comprise computer software operable on a computer system to optimize the canteen performance. Functions such as normal accounting and stock control functions may be provided by the software. Some examples of required functions are reporting, stocktaking, transaction control, account balances and inventory control. The software may be capable of producing reports containing any information stored within the system and filtered according to a wide variety of parameters including date of action and student name.

The system utilised may include a data reader, a display device, a data entry device for entering the types of information required and a printer to produce receipts.

The PDS device may be useable only in a particular school. In this way, parents can be assured of where the money which they load onto the device is spent.

The PDS may also carry a photograph of the child or other identifying means, such as a password.

WO 2004/036494 PCT/AU2003/001378 7 In a particularly preferred embodiment, the method may operate as follows: A parent may tender an amount of $20 to the school to be loaded onto their child's device. The child is then issued a card with information stored upon it to access that child's account. The card may only be used in the system at the child's school and at no other venue. They may preferably not work in other schools systems or other shop systems. The portable card with a magnetic track may be readable by a peripheral device or terminal which is connected to a central computer. Records and computer software on the computer may maintain records relating to the use of the card.

When the child has lunch, he/she goes to the school shop, which stocks a variety of food and beverages. The child orders the foods and tenders the card. The card is swiped through a card reader at the school shop by an attendant. Swiping the card allows the child access to their account. Provided that there are sufficient funds in the account and no other conditions are provided, the child receives his/her order.

The cost of the order is then deducted from the account balance and the system updated. The student may also earn bonus points if the food ordered is healthy. These bonus points may accrue and be updated in the child's account records. Once a predetermined level is reached, the child may receive food items at a reduced cost or no cost or receive a prize.

Alternatively, the transaction process may be described as follows: The operator enters the card data into the system by swiping the card under the laser scanner, plugging it into a smart card reader or keying in the data manually.

The software validates the card by checking the data and displaying an appropriate response. For example, when the card number is entered, the system will identify the type of card and user.

It is the responsibility of the operator to check the details displayed against those which may be displayed on the card.

The system checks the card number against a list of lost or stolen cards. If the card number matches one on the list, the operator must decline the transaction retain the card and advice the school personnel.

Once the card has been validated, the system will ensure that the cardholder has sufficient funds to cover the purchase. If the transaction amount is more than a floor limit and less that the daily expenditure limit, the system will automatically authorise the transaction. Note: The floor limit is usually set to zero, all transactions WO 2004/036494 PCT/AU2003/001378 8 will be sent on-line to the server for authorisation. The transaction is sent on-line and the server returns one of following responses: a) Authorised. The funds are available and the canteen will receive payment for the transaction.

b) Insufficient funds. The server has refused the transaction. The operator is informed why the transaction was declined, but it is advised not to publicly disclose the information Messages. The operator needs more information before deciding whether to authorise the transaction.

If the transaction is authorised, the cardholder's available spending amount is adjusted. Occasionally, the school may instruct the operator to cancel the transaction and retain the card.

Details of all transactions that have been updated live and payment are sorted and settled in the database (payments). The server acknowledges receipt of the transaction, cheeks the data, identifies that all transactions and satisfies the data integrity checks.

The reconciliation process provides the school with reports to help con-elate the data.

As stated previously, the method has been described as applied to a school food outlet but may be applied to any type of food outlet.

A particular embodiment of the invention is described in the instruction manual included as ANNEX 1 and forming part of the specification.

In the present specification, the word "comprising" and its derivatives including "comprises" and "comprise" include each of the stated integers but does not exclude the inclusion of one or more further integers.

In compliance with the statute, the invention has been described in language more or less specific to structural or methodical features. It is to be understood that the invention is not limited to specific features shown or described since the means herein described comprises preferred forms of putting the invention into effect. The invention is, therefore, claimed in any of its forms or modifications within the proper scope of the description and appended ANNEX 1 appropriately interpreted by those skilled in the art.

WO 2004/036494 PCTIAU2003/001378 ANNEX 1 WO 2004/036494 PCT/AU2003/001378 WO 21)041036494 PCT1AU20031001378 IntilliSmart Back Office Manual WO 2004/036494 PCT/AU2003/001378 11 IntilliSmart IntilliSmart is a powerful and infinitely adaptable Point Of Sale software package.

This document is designed to help you quickly and easily utilise the Back Office Software.

Following through the manual in a sequential manner will enable you to successfully start using your IntilliSmart. We hope that it proves helpful.

Features of the system: Prepayment debit card Alert/prohibit feature Student ID card Birthday acknowledgement Stock/profit analysis software Generates revenue Security Student's photo appears on screen for each transaction Individually assigned student number Signature (optional) Cashless Environment Touch screen ensures faster processing of sales Bullying is reduced dramatically Theft and wastage are minimised Profits/turnover are tracked daily Stock Control Improved Track theft, wastage, giveaways etc Track profit margin by item Daily/weekly/monthly reporting Low balance warning Loyalty reward points SAbility to promote products Card usage audited by software Internet enabled Easy to use Preset daily spend limit Disabling function for lost/stolen cards Photo ID (optional but recommended) Improved cash-flow as money is prepaid Increase capture of money intended (previously spent on way to and from school) Turnover is increased in the range of 15% Records transactions for increased accountability Full training and help desk provided Technology Barcode, Magnetic Stripe or Electronic Chip may be used TCP/IP allows integration into school's existing network Software audits all transactions as well as card usage Tracking of canteen stock and profits WO 2004/036494 PCT/AU2003/001378 12 Table Of Contents Contact details Chapter 1 Getting Started General back office information Chapter File menu How to exit the IntilliSmart Back Office C hapter 3 View menu How to view remove the toolbar How to view remove the status bar Chapter 4 Administration Menu How to set up locations How to add a location to the location list How to modify a location listed in the location list How to remove a location listed in the location list How to filter records in the location list C hapter 5 Administration Menu How to set up payment types How to add a payment type to the payment list How to modify a payment type listed in the payment list How to remove a payment type from the payment type How to filter records in the payment type list Chapter 6 Administration Menu How to set up tax rates How to add a tax rate to the tax rate table How to modify a tax rate in the tax rate list How to remove a tax rate from the tax rate list How to filter recodes in the tax rate list C hapter Administration Menu How to set up employee groups How to add an employee group to the employee group list How to modify an employee group listed in the employee group list How to filter records in the employee group list Chapter Administration Menu How to set up employees How to add an employee to the employee list How to modify an employee in the employee list How to remove an employee from the employee list How to filter records in the employee list WO 2004/036494 PCT/AU2003/001378 13 C hapter 9 Administration Menu How to set up security and system users C hapter 1 Administration Menu How to set up your departments How to add a department to the department list How to modify a department in the department list How to remove a department listed in the department list How to filter records in the department list C hapter 1 Administration Menu How to set up price schedules How to add a pricing schedule to the price schedule list How to modify a pricing schedule listed in the price schedule list How to remove a price schedule from the price schedule list How to filter records in the price schedule list Chapter 1 Administration Menu How to add items to the item list How to add an item to the item list How to add pricing information to an item How to modify an item listed in the item list How to remove an item from the item list How to filter records in the item list C hapter 1 Administration Menu How to set up package (recipes) and stock items How to build a package item How to create a stock item C hapter 1 Administration Menu How to set up output devices How to add an output device to the output device list How to modify an output device listed in the output devices list How to remove an output device from the output device list How to filter records in the output device list Chapter Administration Menu How to set up suppliers How to add a supplier to the supplier list How to modify a supplier listed in the supplier list How to remove a supplier form the supplier list How to filter records in the supplier list Chapter 1 Administration Menu How to set up customer groups How to add a customer group to the customer group list How to modify a customer group listed in the customer group list How to remove a customer group from the customer group list How to filter records in the customer groups list WO 2004/036494 PCT/AU2003/001378 14 C hapter 1 Administration Menu How to set up customers How to add a customer to the customer list How to modify a customer listed in the customer list How to remove a customer from the customer list How to filter records in the customer list Chapter 1 Administration Menu How to set up item banning How to add an item ban to the item ban list How to remove an item ban from the item ban list How to filter records in the item banning list Chapter Administration Menu How to set up receipt templates How to add receipt templates to the receipt template list How to modify a receipt template listed in the receipt template list How to remove a receipt template from the receipt template list How to filter records in the receipt template list Chapter Administration Menu How to set up the terminals How to add a terminal to the terminal list How to modify a terminal listed in the terminal list How to remove a terminal from the terminal list How to filter records in the terminal list C hapter 21 Administration Menu How to set up the cards How to add a card to the card list How to modify a card listed in the card list How to remove a card from the card list How to filter records in the card list C hapter 2 Administration Menu How to set up hotlist reasons How to add a hotlist reason to the hotlist reason list How to modify a hotlist reason in the hotlist reason list How to remove a hotlist reason from the hotlist reason list C hapter 2 Functions Menu How to process stock Chapter Functions Menu How to create a purchase order How to view all purchase orders How to add a purchase order to the purchase order list How to remove an item from a purchase order How to modify a purchase order listed in the purchase order list How to remove a purchase order from the purchase order list C hapter Functions Menu How to receive stock How to remove stock from the receive stock dialog box WO 2004/036494 PCT/AU2003/001378 C hapter Functions Menu How to write off stock How to remove stock from the writeoff dialog box Chapter Functions Menu How to enter a stocktake Chapter Functions Menu MYOB Export Chapter How to preview reports How to print reports How to export reports Chapter Reports menu Sales reports Sales summary Terminal Sales Summary Staff Sales Summary Customer sales Customer sales history Product sales Department sales Half hourly sales Detailed Half Hourly Sales Chapter 31 Reports menu Tax Reports Tax Sales Reports Tax Sales Summary Report C hapter 3 Reports menu Transaction reports Transaction history Staff Transaction History Transaction history detailed C hapter 3 Reports menu Card reports Card balance Card by group Card liability Card transaction Disabled card Card statement C hapter 34 Reports menu Customer reports Customer eating habits C hapter Reports menu Misc reports WO 2004/036494 PCTIAU2003/001378 16 Production report Refund report Voids report Chapter Windows menu How to view all open windows How to ciose all open windows Chapter Help menu How to view IntilliSmart version information Chapter House Keeping Chapter Data Back up Procedures Appendix Menu Structure of the Back Office (ii) Report Export format Definitions WO 2004/036494 PCT!AU2003/001378 Contact Details Townsville 54 Blackwood Street Townsville QLD 4810 Australia Phone: 07 47725000 Fax: 07 477242170 Email: info@intillismart.com.au Website: http://www.dairyfarmerssmartcard.com .au PO BOX 1771 Townsville QLD 4810 WO 2004/036494 PCT/AU2003/001378 Chapter 1 General Back Office Information This is the main screen that you will use to enter details into the IntilliSmart database.

It is divided into four main sections.

The title bar This shows your current location, the IntilliSmart Back Office.

This has buttons to minimise, maximise and close the IntilliSmart application The File Menus SThese include File, View, Administration, Functions, Reports, Window, and Help.

The Toolbar These include icons for Items, Customers, Cards, Terminals, Purchase Order, Receive Stock, and Reports.

The status bar Details of the currently opened windows, and file menu selection are displayed in this area.

WO 2004/036494 PCT/A1J2003!001378 19 Chapter 2 File Menu How to Exit the IntilliSmart Back Office This can be done using the keyboard shortcut Alt F4, or, by clicking the File Menu and selecting Exit.

WO 2004/036494 Chapter 3 View Menu How to View I Remove the Toolbar PCT/A1J2003!001378 .11 F~U IL1!I--. tpur t .1-111 J' OU IDi To view the Toolbar, click "Toolbar". This will place a tick next to the word "Toolbar" aTo remove the Toolbar, click "Toolbar" to, remove the tick How to View I Remove the Status Bar UT *flhlL3y~ or niua ne status Dar !iIt A M To view the Status Bar, click "Status Bar". This will place a tick next to the) word "Status Bar" *To remove the Status Bar, click "Status Bar" to remove the tick WO 2004/036494 PCTIAU2003/001378 PAGE INTENTIONALLY LEFT BLANK WO 2004/036494 PCT/AU20031001378 22 Chapter 4 Administration Menu How to set up Locations A location is basically a site where your terminals reside. It may be that you have separate locations within your environment that are semi independent, such as uniform shop, canteen, library etc. You can have one or more terminals assigned to any one location.

You must have at least one Location set up before setting up your terminals.

1. Open up the IntilliSmart Back Office by selecting Start Programs IntilliSmart Back Office Or by double click the Intilligmart Back Office Icon on your desktop 2. Click on Administration Setup Locations 3. The Location List dialog box will appear Cwnteen D*Shop U6Wam Shop How to add a location to the Location List WO 2004/036494 PCT/AU2003/001378 23 Click the Add button to display the Location dialog box. This will display the Location dialog box, containing two separate areas: ILOCAViON DETAILS E13VER DETAILS- Namo Serer ame (or nekok addra~s1 I Address DiLal p etworking )umber Usemrne pasword Tovon/SUbUrb v~ otcode Phone Fax EMail Location Details Name Enter in a name to identify the location Description Enter in a description for the location Address Enter the address of the location Town Suburb Enter the town suburb State Enter the state Postcode Enter the postcode Phone Enter the phone number Fax Enter the fax number Email Enter in the email address in the format location@location-com Server Details WO 2004/036494 PCT/AU2003/001378 24 Server Name (or network address) Enter in the server name Use Dial up Networking checkbox If this box is checked, you need to enter in the dial up networking number below Dial up Networking Number Enter the dial up networking number Username Enter your username Password Enter your password OK Button Select OK to accept entries made CANCEL Button Select CANCEL to delete entries made How to modify a location listed in the Location List 1. Select the location to be modified (the location will become highlighted) 2. Click the Modify button to display the Location dialog box 3. Alter any of the fields 4. Select OK to accept changes Select CANCEL to delete changes How to remove a location from the Location List 1. Select the location to be removed (the location will become highlighted) 2. Click the Remove button 3. A message will appear saying "Are you sure you wish to delete?" 4. Click OK to delete the location Click CANCEL to save the location How to filter records in the Location List 1. Select one of the following methods to filter records a. <NO FILTER> b. Code c. Name (Whole Name) d. Name (Start of Name) e. Name (Any part of Name) 2. Enter the code, name, or part of the name into the Filter Text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Location List Dialog box WO 2004/036494 PCTIAU2003/001378 Chapter How to set up Payment Types Before sales can be made you must have set up your payment types. Payment types are the currency used by customers to make purchases. For example: Cash, Smart Card, Account, etc 1. Open up the IntiMlSmart Back Office by selecting Start Programs IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration Setup Payment Types 3. The Payment Type List dialog box will appear FikerFiller Ad jL d 4 4c o ur't cah'ez C T J smart Ccrd N N Y N How to add a payment type to the Payment Type List 1. Click the Add button to display the Payment Type dialog box. This contains WO 2004/036494 PCT/AU2003/001378 Namei Description F' Atcunt r Cashless Car OK Ccel Name field Enter in the payment type name Description field Enter in a description of the payment type Account checkbox Check this box if it is an account Cashless Card checkbox Check this box if it is a cashless card OK Button Select OK to accept entries made CANCEL Button Select CANCEL to delete entries made How to modify a payment type listed in the Payment Type List 1. Select the payment type to be modified (the payment type will become highlighted) 2. Click the Modify button to display the Payment Type dialog box 3. Alter any of the fields 4. Select OK to accept changes Select CANCEL to delete changes How to remove a payment type from the Payment Type List 1. Select the payment type to be removed (the payment type will become highlighted) 2. Click the Remove button 3. A message will appear saying "Are you sure you wish to delete?" 4. Click OK to delete the payment type Click CANCEL to save the payment type How to filter records in the Payment Type List 1. Select one of the following methods to filter records WO 2004/036494 PCT/AU2003/001378 27 a. <NO FILTER> b. Code c. Name (Whole Name) d. Name (Start of Name) e. Name (Any part of Name) f. Accounts Only g. Cashless Cards Only 2. Enter the code, name, or part of the name into the Filter Text field, or, select accounts only or cashless cards only 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Payment Type List Dialog box WO 2004/036494 PCTIAU2003/001378 28 Chapter 6 How to set up Tax Rates Tax rates are used to apply tax to items sold to customers.

You can have as many tax rates as you like. The two most widely used are 'GST M0', and 'No GST 1. Open up the IntilliSmart B~ack Office by selecting Start Programs IntilliSmart Back Office Or by double click the lntilliSmart Back Office icon on your desktop 2. Click on Administration Setup Tax Rates 3. The Tax Rates dialog box will appear 41, 77 lp 1 ~~fre~j r A~N Refresh Ll IV Cmneve

I

0 I0 No 5ST

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How to add a tax rate to the Tax Rate table WO 2004/036494 PCT/AU2003/001378 29 Click the Add button to display the Tax Rate dialog box. This contains: Name Tag Rafte 1 S ecriptjjion Name field Enter in the tax rate name Tax Rate Enter in the tax rate Description Enter in a description for the tax rate OK Button Select OK to accept entries made CANCEL Button Select CANCEL to delete entries made How to modify a tax rate listed in the Tax Rate List 1. Select the tax rate to be modified (the tax rate will become highlighted) 2. Click the Modify button to display the Tax Rate dialog box 3. Alter any of the fields 4. Select OK to accept changes Select CANCEL to delete changes How to remove a tax rate from the Tax Rate List 1. Select the tax rate to be removed (the tax rate will become highlighted) 2. Click the Remove button 3. A message will appear saying "Are you sure you wish to delete?" 4. Click OK to delete the tax rate Click CANCEL to save the tax rate How to filter records in the Tax Rate List 1. Select one of the following methods to filter records a. <NO FILTER> b. Name (Whole Name) c. Name (Start of Name) d. Name (Any part of Name) 2. Enter the code, name, or part of the name into the Filter Text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Tax Rate Dialog box WO 2004/036494 PCTIAU2003/001378 Chapter 7 How to set up Employee Groups Employee groups are specific groups of staff, For example, you may have two separate locations, with two separate groups of staff such as library staff and canteen staff.

1. Open up the IntilliSmart Back Office by selecting Start Programs IntiliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration Setup Employee Groups 3. The Employee Group List dialog box will appear F i R~rhIF AuoRefteq Qd~y fl~1nr..V~ Uniorn ShDP How to add an employee group to the Employee Group List WO 2004/036494 PCT/AU2003/001378 31 Click the Add button to display the Employee Group List dialog box. This will contain: Nam& Name Enter in the employee group name Description Enter in a description for the employee group OK Button Select OK to accept entries made CANCEL Button Select CANCEL to delete entries made How to modify an employee group listed in the Employee Group List 1. Select the employee group to be modified (the employee group will become highlighted) 2. Click the Modify button to display the Employee Group List dialog box 3. Alter any of the fields 4. Select OK to accept changes Select CANCEL to delete changes How to remove an employee group from the Employee Group List 1. Select the employee group to be removed (the employee group will become highlighted) 2. Click the Remove button 3. A message will appear saying "Are you sure you wish to delete?" 4. Click OK to delete the employee group Click CANCEL to save the employee group How to filter records in the Employee Group List 1. Select one of the following methods to filter records a. <NO FILTER> b. Name (Whole Name) c. Name (Start of Name) d. Name (Any part of Name) 2. Enter the code, name, or part of the name, or position into the Filter Text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Employee Group List Dialog box WO 2004/036494 PCTIAU2003/001378 32 Chapter 8 How to set up Employees After your Employee Groups have been set up, you will need to add employees with access to the terminals. To do this you will have to set up the system so that it knows who your employees are.

Note: Use the Template Designer to deny access to employee groups from certain buttons, such as managerial functions.

1. Open up the IntilliSm art Back Office by selecting Start Programs IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration Setup Employees 3. The Employee List dialog box will appear r reoh i dd- Wlmov ICode TF~iWNtMe la a roup icLld 00Q2 Alan 00 Flq4 Cantoeen WO 2004/036494 PCT/AU2003/001378 33 How to add an employee to the Employee List Click the Add button to display the Employee dialog box. This will contain two separate areas: PERSONAL DETAILS. SYSTEM/ACCESS DETAILS Fist Name Lwt Name Code r lo oe~t emnl F FUser Group' LgnCd Town/Suburb State postcode, HomeIhone Mobile Phoe Emerg ec Phone Einem enc,, Contact: Position Personal Details First Name Enter the first name of the employee Last Name Enter the last name of the employee Code Enter the employee code Address Enter in the address of the employee Town Suburb Enter in the town or suburb of the employee State Enter in the state of the employee Postcode Enter in the postcode Home Phone Enter in the home phone number of the employee WO 2004/036494 PCT/AU2003/001378 34 Mobile Phone Enter in the mobile phone number of the employee Emergency Number Enter in the emergency phone number Emergency Contact Enter in an emergency contact name for the employee Position Enter in the employee position System I Access Details Allow access to terminal checkbox Check this box if the employee is to use the terminals User Group Select a user group from the drop down menu Note: This will be blank if you have not set up your employee groups Logon Code Enter the employee logon code Inactive checkbox Check this box if the employee is inactive OK Button Select OK to accept entries made CANCEL Button Select CANCEL to delete entries made How to modify an employee listed in the Employee List 1. Select the employee to be modified (the employee will become highlighted) 2. Click the Modify button to display the Employee dialog box 3. Alter any of the fields 4. Select OK to accept changes Select CANCEL to delete changes How to remove an employee from the Employee List 1. Select the employee to be removed (the employee will become highlighted) 2. Click the Remove button 3. A message will appear saying "Are you sure you wish to delete?" 4. Click OK to delete the employee Click CANCEL to save the employee How to filter records in the Employee List 1. Select one of the following methods to filter records a. <NO FILTER> b. Code c. First Name (Whole First Name) d. First Name (Start of First Name) e. First Name (Any part of First Name) f. First Name (Whole Last Name) WO 2004/036494 PCT/AU2003/001378 g. First Name (Start of Last Name) h. First Name (Any part of Last Name) i. Position j. Active Only k. Inactive Only 2. Enter the code, name, part of the name, or position into the Filter Text field, or, select Active Only or Inactive Only 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Employee List Dialog box WO 2004/036494 PCT/AU2003/001378 36 Chapter 9 How to set up Security and System Users The security feature enables elements of the back office to be locked out to different users. you may set one user to be able to add/modify/delete/view stock items, but have no access to customers or cards.

1. Open up the IntilliSmart Back Office by selecting Start Programs IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration Setup Security System Users Mmma 3. The System User List dialog box will appear Fane~lrrsh FKlsaurfrlh11 i m~ Name

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WO 2004/036494 PCT/AU2003/001378 37 Chapter How to set up your departments Your IntilliSmart system can be split up into multiple departments, with different stock, products and even pricing. For example, you may have a bar and a restaurant, each requiring completely different details.

1. Open up the IntilliSmart Back Office by selecting Start Programs IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration Items Departments 3. The Department List dialog box will appear Rtei F R-Pefres h F Auto P.Refioh Add of R oe Code 2000 2001 2200 270 2800b .e Canteen Book Sh 'op Uniform Shop Breakfast' Morning Tea Lunch iSandmiches Salad's Snacks Beverages Ice tream/ Fbzen WO 2004/036494 PCT/AU2003/001378 38 How to add a department to the Department List Click the Add button to display the Department dialog box. This will display the following items: Code Name Enter in the department code Name field Enter in the department name Sub-department of fieldo SOeripti O W g Code field Enter in the department code Name field Enter in the department name Sub-department of field Enter in the sub-department name here, or select <not a sub department> Note: This field will gain values as departments are entered OK button Select OK to accept entries made CANCEL button Select CANCEL to delete entries made How to modify a department listed in the Department List 1. Select the department to be modified (the department will become highlighted) 2. Click the Modify button to display the Department dialog box 3. Alter any of the fields 4. Select OK to accept changes Select CANCEL to delete changes How to remove a department from the Department List 1. Select the department to be removed (the department will become highlighted) 2. Click the Remove button 3. A message will appear saying "Are you sure you wish to delete?" 4. Click OK to delete the department Click CANCEL to save the department WO 2004/036494 PCT/AU2003/001378 39 How to filter records in the Department List 1. Select one of the following methods to filter records a. <NO FILTER> b. Code c. Name (Whole Name) d. Name (Start of Name) e. Name (Any part of Name) 2. Enter the code, name, or part of the name into the Filter Text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Department List Dialog box WO 2004/036494 PCT/AU2003/001378 Chapter 11 How to set up the Price Schedules Pricing schedules are a way of grouping prices for products together so that multiple price changes can take effect easily and efficiently. For example, the price of all beverages might half during happy hour. You would simply set up a normal and happy hour pricing schedule. By setting up the prices you can have all beverages cost half normal when the schedule is changed. Even if you don't plan on changing your pricing you still need to set up a default pricing schedule.

1. Open up the IntilliSmart Back Office by selecting Start Programs IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration Items Price Schedule ~wlai~an~ -I i 3. The Price Schedule List dialog box will appear ter Filterer T e t j<NO FILTER> V:Re~ A-ruto i$frerh I -J Modiy e~v I Nerne Nrnal Ilappy Hoe I i i

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~I WO 2004/036494 41 How to add a price schedule to the Price Schedule List Click the Add button to display the price schedule dialog box.

PCT/AU2003/001378 I aM Cancel This will display the following items: Name Field Enter the pricing schedule name Description field Enter in a description for the pricing schedule OK Button Select ENTER to accept changes CANCEL Button Select CANCEL to delete changes How to modify a pricing schedule listed in the Pricing Schedule List 1. Select the item to be modified (the price schedule will become highlighted) 2. Click the Modify button to display the price schedule dialog box 3. Alter any of the fields 4. Select OK to accept changes Select CANCEL to delete changes How to remove a pricing schedule from the Pricing Schedule List 1. Select the item to be removed (the pricing schedule will become highlighted) 2. Click the Remove button 3. A message will appear saying "Are you sure you wish to delete?" 4. Click OK to delete the item Click CANCEL to save the item How to filter records in the Pricing Schedule List 1. Select one of the following methods to filter records a. <NO FILTER> b. Name (Whole Name) c. Name (Start of Name) d. Name (Any part of Name) 2. Enter the code, name, or part of the name in the filter text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Pricing Schedule List WO 2004/036494 PCT/AU2003/001378 42 Chapter 12 How to add Items to the Item List Items are the end saleable product, and are usually made up with a quantity of stock items. A sandwich may include bread, margarine, chicken, sandwich wrap, and a brown paper bag. The sandwich, wrapper and all would be the product, while the individual items would be stock items.

Entering your items is a two step process. First enter your item with a barcode, name, description, department and item type and save the item. Once listed in the item list, you can modify and items pricing details and make up package items (recipes) by selecting the item and clicking MODIFY. See below for more details.

Note: Before Items can be listed in the Item List, you must have set up your Departments 1. Open up the IntilliSmart Back Office by selecting Start Programs IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration Items Items WO 2004/036494 43 3. The Item List dialog box will appear PCT/A1J2003!001378 Ili Itm it

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rirxer <NO FILTER>~ 1-itter text Refresh F Auto Refresb Add Mo~Iil~y Remove 10011, 106012 10013 1 00i14 '10015, 10020 10021 .102 Name WL1et not~ A W1Wvi6iedYo Flavoured Miflk Smeall Flavoured Mik Large Fruit Juic~eSmaill firit.Juice Large 'Chocolate Chip Cookies .vanilla slice Donuts Small Dcouts Large Paies 10011, 10012, 10015 10014 10017 10016 10022, Breakfa~t 6reakfast ,Breakfast Breakfatf Morning Tea Morning Tea Morining Tea Mairring I ea Mlorning Tea M orni Tea M lorning Tea Stock, N stock N Stock N Stock N Stock N* Stock. N Stock N Stock N Stock N! Stock N Stock N i Stock h I I How to add an item to the item List Click the Add button to display the Item dialog box. This will display the following items: 6"e cudo PLOf Oipicn, Nep aa ri nteci on reoeps DepaftmenA BARcoEs, Itern) Typq OUIpLI( Devc n F ttein Ic hect!v~ OK Cencel WO 2004/036494 PCT/AU2003/001378 44 Item Code field Enter in the Item Name Item Name field Enter in the item name PLU (Price Look Up) Enter in the PLU Name on Printed Receipts Enter the name to be printed on the receipts Department Select a department from the drop down list Note: If you have not entered in your departments, nothing will appear here.

Return to "Set up your Departments" (See step number 1.) Description Enter in a description for the item Barcodes This option can not be entered until AFTER you have entered the item into the item list.

Item Type Select the item type from the drop down list.

Non stock item These are items that you do not wish to track, such as salt, dishwashing liquid, straws etc.

Package item Package items are made up of stock items. For example: sandwiches, or other things that you make.

Stock item These make up the package items. For example: ingredients for a sandwich.

Output Device Select an output device from the drop down list Item is Inactive checkbox Select this checkbox if you would like the item to be inactive OK button Select OK to accept changes CANCEL Button Select CANCEL to delete changes How to modify an item listed in the Item List 1. Select the item to be modified from the item list (the item will become highlighted) 2. Click the Modify button to display the Item dialog box 3. Alter any of the fields 4. Select OK to accept changes Select CANCEL to delete changes WO 2004/036494 PCT/AU2003/001378 How to remove an item from the Item List 1. Select the item to be removed from the item list (the item will become highlighted) 2. Click the Remove button 3. A message will appear saying "Are you sure you wish to delete?" 4. Click OK to delete the item Click CANCEL to save the item How to filter records in the Item List 1. Select one of the following methods to filter records a. <NO FILTER> b. Code c. Name (Whole Name) d. Name (Start of Name) e. Name (Any part of Name) f. PLU g. Non Stock Items h. Stock Items i. Stock Packages j. Active Only k. Inactive Only 2. Enter the code, name, part of the name, or PLU into the Filter Text field, or, select Non Stock Items, Stock Items, Stock Packages, Active Only or Inactive Only in the filter text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Item List Dialog box WO 2004/036494 PCT/AU2003/001378 46 How to add Pricing Information to an Item Before any pricing information can be entered for an item, you must have entered the item to the item list.

Filler Filter T est ~<NO FILTER>,7 '10012b 10012 100P5 10016 .19019 1022 Nam W FJ LU IDept.I Tye flayoured Yoghurt Flayqyrred M ilk Larga Fruit Juice Large bottled Water, Chocolate Chip qookies Vanilla %lce Donuts Small Donuts Large Pies Past ies Vegetable /Chicken /Hernh..

Hot Dog W Uese 10010 aim 10012 101p i3 10014 10015 10016 1 017- 10018 10019l 10020 10022 1l002 3 10024 10025 Breakfast Package Breakfast Breakfa'st breakfast Morning Te Morning Tea~ Morning Tea Morning Tea Morning Tea Monn Te-a.

Morning Tea Morning TeA .Lunc~h Lunch' Package Package Package Package Package Package Package Package Package Package ,Package Packa~ge Package

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1. Select the Item by either double clicking the Item OR by highlighting the Item and clicking modify 2. The Item dialog box will appear 3. This dialog box contains the following extra fields and buttons: Pricing Details tab Build Package tab (for package items) OR Stock Properties tab (for stock items) Location Select the location from the list of locations Pricing Information Add Price button Click this button to add pricing information.

Modify Price button Select the price you wish to modify, and click this button Remove Price button Select the price you wish to remove, and click this button WO 2004/036494 PCT/AU2003/001378 47 How to add Pricing information to an item Click the Add Price button, to display the Pricing Information dialog box will appear: Price Schedule Tax Rate Price Pant :NoGST 1 2 P' Prie inlude lax SPECAL PROPERTIESr. Prmpti ashier pic e. p PAl ow, cashie to hang price: fP Allow'iicouni. nOK, e Price Schedule Select the price schedule from the drop down list Tax Rate Select the tax rate from the drop down list Price Enter the price in the format 2.50, i.e. no dollar signs Points Enter in the point value for the item Price Includes Tax checkbox Check this box if the price includes tax.

Note: It is a good practice to check this box whether the price includes GST or not.

Special Properties Prompt cashier for price Check this box to prompt the cashier for the price Allow cashier to change price Check this box to allow the cashier to change the price Allow discount Check this box to allow the item to be discounted OK button Click the OK button to accept changes CANCEL button Click the CANCEL button to delete changes WO 2004/036494 PCT/AU2003/001378 48 Package Items Click the Add Price button. This will display the package item dialog box: Item

SHRINKAGE

Calculate Shrinkage Units In Item Units of tem Used ,shrinkage Quantity: Cncel Item Select the item from the drop down list of package items Shrinkage You can choose to calculate the shrinkage by either entering the units in item and units of item used, or, by entering the shrinkage quantity in the shrinkage quantity field Calculate Shrinkage Check this box to calculate the shrinkage amount. This will allow you to enter values in the units in item and units of items used fields.

Units in item Enter the units in the item Units of item used Enter the units of the item used Shrinkage Quantity Enter the shrinkage quantity OK button Click OK to accept the changes CANCEL button Click CANCEL to delete the changes WO 2004/036494 WO 204/06494PCT/A1J2003!001378 Chapter 13 How to build a package item (also called recipes) Package items are made up of stock items. To build a package item you must add all of the stock items used that make up the package if you wish to calculate the shrinkage.

1. Select the item you wish build the package for and click the MODIFY button 2. In the item list box click on the BUILD PACKAGE tab I trr Code htemoName ~110025 jHot] Dog W Cheae FLU Name' 0in ed' on fdoeipkz; Deparment [10025 Hot Dog W Cheese J.Lunoh 9ARCODEG-_' IteriiType I Packane Add, Rernove oitpu* Device fi~ j Item nt Add I(em' im~dify itm jIRimove Item~ Vitem is flaotive Cance 3. Click the Add Item button to display the Package Item dialog box WO 2004/036494 PCT/AU2003/001378 Item SHRINKAGE C-alculate Shrinkage, Units In iem.

Units of IternUsed I :Shrihkage Quantity 0 OK Cancel 4. Select a stock item from the drop down list To calculate the shrinkage for the item tick the calculate shrinkage checkbox 6. Enter in the amount of Units in the Item in the Units in Item field. For example; if you have a loaf of bread, the number of items in the unit is the total amount of slices of bread.

7. Enter in the Units of Item used that make up the package item. For example; enter in two if you use two slices of bread to make up a sandwich 8. Select OK to accept the changes 9. Select CANCEL to delete changes WO 2004/036494 PCT/AU2003/001378 51 How to create a stock item A stock item is an item that you use to make up other package item. For example, slices of bread, margarine, etc.

Itenm Code ltem Name 1451378 1Wondei White, Bread 'PLO Waar inted on receipts 1456378 lWonder White Bread Department Canteen.

DAnCODEPS ddj,_Remve lu tp~t be'vie I Canteen 1 Monitor ,z ItarnT pe stock tm: Suiing eal tokPZ i j1 11oave- Location Pireered' Suppiet ilia ty Buyilng Unit Co,,t Let COOt Uniform Shop j0lae 80 Lead Time 'Re-irder Level Ot in Stock Qtyon Order 11 day f o F- Item is inactive _Cancel1_

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Selling Qty Enter in the selling quantity Selling Unit Enter in the selling unit Note: This is a descriptive term and not a numerical value, such as carton for cartons of drinks.

Location Select the location from the location list Preferred Supplier Select the preferred supplier from the drop down list Buying Qty Enter the buying quantity Buying Unit Enter in the buying unit WO 2004/036494 PCT/AU2003/001378 52 Note: This is a descriptive term and not a numerical value, such as carton for cartons of drinks.

Cost Enter the cost of the item Last Cost The last cost of the item will be listed here Lead Time This is a descriptive time for the amount of time it takes to get the item, such as 1 day.

Re-Order Level Enter a level at which to re-order the item Qty in Stock Enter the quantity in stock Qty on Order Enter the quantity on order WO 2004/036494 PCTIAU2003/001378 53 Chapter 14 How to set up Output Devices Output Devices are machines capable of representing information from a computer.

Those include display screens and printers.

1. Open up the IntilliSmart Back Office by selecting Start Programs IntilliSmart Back Office Or by double click the lntifliSrnart Back Office Icon on your desktop 2. Click on Administration Items Output Devices K!"UmeVILe 3. The Output Device List dialog box will appear F! eres u e~~ ex i~1ocf~s~ m~we Cantn 1M&obr canteen I P6irter £erfeen 2 Mcn~r ol CanieekZPdnter 4 WO 2004/036494 PCT/AU2003/001378 54 How to add an output device to the Output Device List Click the Add button to display the output device dialog box. This will display the following items: Name Canteen 1 Monitor Output Device Tpe Kitchen Monitor Name Field Enter the Output Device Name Output Device Type field Select an output device type from the drop down list.

Note: Kitchen Monitor and Kitchen Printer are listed by default OK Button Select OK to accept changes CANCEL Button Select CANCEL to delete changes How to modify an output device listed in the Output Device List 1. Select the item to be modified in the output device list (the output device will become highlighted) 2. Click the Modify button to display the Output Device List dialog box 3. Alter any of the fields 4. Select OK to accept changes Select CANCEL to delete changes How to remove an output device from the Output Device List 1. Select the item to be removed in the output device list (the output device will become highlighted) 2. Click the Remove button 3. A message will appear saying "Are you sure you wish to delete?" 4. Click OK to delete the item Click CANCEL to save the item How to filter records in the Output Device List 1. Select one of the following methods to filter records a. <NO FILTER> b. Name (Whole Name) c. Name (Start of Name) d. Name (Any part of Name) 2. Enter the name, start of the name, or part of the name in the filter text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Output Device List WO 2004/036494 WO 204/06494PCT/A1J2003!001378 Chapter How to set up Suppliers This section allows you to enter all of the suppliers that you currently deal with. This dealer list is then used by other sections of the programs. For example, assigning where stock is ordered from.

1. Open up the IntilliSmart Back Office by selecting Start Programs IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration Items Suppliers 1"IFUM I T' T 3. The Supplier List dialog box will appear FiltrF~ier Te, ~RefipRh Ait*:Refregh Ad Mjodihy Name Uqntact_ _Phone. F Dairy Fariperls 5444 4444 Fieldeis Biker Zj A WO 2004/036494 PCTIAU2003/001378 56 How to add a supplier to the Supplier List Click the Add button to display the supplier dialog box. This will display the following items:

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ame ddrem Town/$objrb Pb~tcoo 'Email Website Cancel Name Field Enter the supplier name Address field Enter the supplier address Town Suburb field Enter the town suburb State field Enter the state Postcode field Enter the postcode Phone field Enter the phone number Fax field Enter the fax number Email field Enter the email address in the format supplier@supplier.com WO 2004/036494 PCT/AU2003/001378 57 Website field Enter the website address in the format www.supplier.com Contact field Enter the supplier contact name Notes field Enter in any notes on the supplier OK Button Select OK to accept changes CANCEL Button Select CANCEL to delete changes How to modify a supplier listed in the Supplier List 1. Select the supplier to be modified from the supplier list (the supplier will become highlighted) 2. Click the Modify button to display the Supplier List dialog box 3. Alter any of the fields 4. Select OK to accept changes Select CANCEL to delete changes How to remove a supplier from the Supplier List 1. Select the supplier to be removed from the supplier list (the supplier will become highlighted) 2. Click the Remove button 3. A message will appear saying "Are you sure you wish to delete?" 4. Click OK to delete the item Click CANCEL to save the item How to filter records in the Supplier List 1. Select one of the following methods to filter records a. <NO FILTER> b. Name (Whole Name) c. Name (Start of Name) d. Name (Any part of Name) 2. Enter the name, start of the name, or part of the name into the filter text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Supplier List WO 2004/036494 PCT/AU20031001378 58 Chapter 16 How to set up Customer Groups Customer Groups allow you to specify separate groups to assign your customers to.

These might include Staff, Visitors, Primary School etc, 1. Open up the IntilliSmart Back Office by selecting Start Programs IntilliSmart Back Office Or by double click the IntilliSmart Back Office lon on your desktop 2. Click on Administration Customers Customer Groups I W aw I =-J 3. The Customer Group List dialog box will appear Fiioea e~-Te~ Im H~fre~h rI~u~ Retr~ 1~ ~dd K MEY flei~c~ Inlart co~ P"lnr cc WO 2004/036494 PCT/AU2003/001378 59 How to add a customer group to the Customer Group List Click the Add button to display the Customer Group dialog box. This will display the following items: Nome bK' Name Field Enter the customer group Name Description field Enter in a description for the customer group OK Button Select OK to accept changes CANCEL Button Select CANCEL to delete changes How to modify a customer group listed in the Customer Group List 1. Select the customer group to be modified from the customer group list (the customer group will become highlighted) 2. Click the Modify button to display the Customer Group List dialog box 3. Alter any of the fields 4. Select OK to accept changes Select CANCEL to delete changes How to remove a customer group from the Customer Group List 1. Select the customer group to be removed from the customer group list (the customer group will become highlighted) 2. Click the Remove button 3. A message will appear saying "Are you sure you wish to delete?" 4. Click OK to delete the item Click CANCEL to save the item How to filter records in the Customer Group List 1. Select one of the following methods to filter records a. <NO FILTER> b. Name (Whole Name) c. Name (Start of Name) d. Name (Any part of Name) 2. Enter the name, start of the name, or part of the name into the filter text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Customer Group List WO 2004/036494 PCT/AU2003/001378 Chapter 17 H-ow to set up Customers If you are going to place a transaction on to an account, then you will need to set up the details for that customer and assign them to a customer group.

1. Open up the IntillSmart Back Office by selecting Start Programs IntilliSmart Back Office Or by double click the IntilliSmart Back Office [con on your desktop 2. Click on Administration Customers Customers 3. The Customer List dialog box will appear rii~~~er 4Ik T ~i Rleh F AutoRelre~h Add Modiiy m code Sca~h~t~ Fir~ Name L~ N~ c DOD Grcu Ihaive Inrants Sch..

Linda Nicholas Jason Jonny boodger Do6odger (3oodger Blowri Infants Sch...

Jior High- Prim~iy S ph.

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PrIi m ay S ch,., WO 2004/036494 PCT/AU2003/001378 61 How to add a customer to the Customer List 1. Click the Add button to display the Customer dialog box. This will display the following items: Frst .Name Last Name Date Of Birth Customer Code Scancode' 8' u Addre' s Tct'n/ubr tatet Ppstode Emaif Addre Iss ':QefarPdic Sohedule I mage Path 'Add lijmage la r inactYe

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First Name Field Enter the customer first name La st Name field Enter the customer last name Date of Birth field Enter the customer date of birth Customer Code field Enter the customer code. This may be the student id Scancode field Enter the customer scancode. This may be the same as the customer code, or it may be the barcode on the student smartcard.

Group drop down list Select a group from the drop down list Address field Enter the customer address Town I Suburb field Enter the town I suburb WO 2004/036494 PCT/AU2003/001378 62 State field Enter the state Postcode field Enter the postcode Phone field Enter the customer phone number Email Address field Enter the email address in the format customer@customer.com Default Price Schedule drop down list Select the default price schedule from the drop down list Inactive checkbox Click this box if the customer is to be inactive Image Path field This will contain the path to the image Add Image Button Click this button to add an image, and browse to the location of the image file Clear Button Select clear to clear the image OK Button Select OK to accept changes CANCEL Button Select CANCEL to delete changes How to modify a customer listed in the Customer List 1. Select the customer to be modified in the customer list (the customer will become highlighted) 2. Click the Modify button to display the Customer List dialog box 3. Alter any of the fields 4. Select OK to accept changes Select CANCEL to delete changes How to remove a customer from the Customer List 1. Select the customer to be removed in the customer list (the customer will become highlighted) 2. Click the Remove button 3. A message will appear saying "Are you sure you wish to delete?" 4. Click OK to delete the item Click CANCEL to save the item How to filter records in the Customer List 1. Select one of the following methods to filter records a. <NO FILTER> b. Code c. Scancode WO 2004/036494 PCT/AU2003/001378 63 d. First Name (Whole Name) e. First Name (Start of Name) f. First Name (Any part of Name) g. Last Name (Whole Name) h. Last Name (Start of Name) i. Last Name (Any part of Name) j. Active only k. Inactive only 2. Enter the code, scancode, first name, start of the first name, part of the first name, last name, start of the last name, part of the last name, active only or inactive only into the filter text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Customer List WO 2004/036494 PCTIAU2003/001378 64 Chapter 18 How to set up (tem Banning Item Banning allows you to ban card holders from purchasing certain items. This may be because of allergy or dietary restrictions.

1. Open up the IntilliSmart Back Office by selecting Start Programs IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration Customers Item Banning 3Rsetrlitoa tom 1,d p Ehane tuor l 3. The Item Banning List dialog box will appear Filter_____ le Te t, Rerh~r Au~c rfth 11cd~ 3

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DU~ Urau~ 3 IrI~~VO V i m I GrOUD Inow"D 2004 11005 24b 200 7 l c~qe(, LW '2003 Qcudqwer b, n 200L4 }{edti8;ji1m1: 2r005 Cm] Jonn 2006 6low~ Jpe Wafnts Schoul Hig l11h schol VXi ql scho WO 2004/036494 PCT/AU2003/001378 How to add an item to the item ban list 1. Click on a customer name and select Modify, or, double click on the customer name 2. The Item Ban dialog box will appear.

Eanned Items Sv-egenhe o~r Peanut Butter Sandwic D epwrment lifts1 V eh.s How to add an Item to the Item Ban List 1. Click on a customer name and select Modify, or, double click on the customer name 2. The Item Ban dialog box will appear.

3. Select a Department form the drop down list 4. A list of all items for that department will appear Select an item for item banning by either, clicking on it and clicking the left arrow, or by double clicking the item.

6. This will move the item to the Item Bans list in the left side of the dialog box 7. Click the CLOSE button How to remove an Item from the Item Ban List 1. Click on a customer name and select Modify, or, double click on the customer name 2. The Item Ban dialog box will appear.

3. Remove the item by either, selecting the item to be removed from the Item Ban list and clicking the right arrow, or, by double clicking the item 4. This will remove the item from the Item Ban Lost Click the CLOSE button How to filter records in the Item Banning List 1. Select one of the following methods to filter records a. <NO FILTER> b. Code c. Scancode WO 2004/036494 PCT/AU2003/001378 66 d. Name (Whole Name) e. Name (Start of Name) f. Name (Any part of Name) g. Active only h. Inactive only 2. Enter the code, scancode, name, start of the name, part of the name, active only or inactive only into the filter text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Item Banning List WO 2004/036494 PCT/AU2003/001378 67 Chapter 19 How to set up the Receipt Templates The Receipt Templates are used to add a message to the receipt given to the customer. For example you might add, "Have a nice day", or another seasonal greeting.

Note: The terminal number, location, time and date are printed on the receipt by default.

1. Open up the IntilliSmart Back Office by selecting Start Programs IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration Terminals Receipt Templates amaMA"ffS}','fi r171 777 3. The Receipt Template List dialog box will appear Hie 'FilrTx Canteen UnorimShop .Illl- I WO 2004/036494 PCT/AU2003/001378 68 How to add a receipt template to the Receipt Template List Click the Add button to display the Receipt Template dialog box. This will display the following items: I.:~LX jCafltewf Canteen ReceiF !&Heder HVier

HAVI

pt Template

CANTEEN

IQncei Name Field Enter the Receipt Template Name Description Enter in a description for the receipt template Receipt Header Enter in a receipt header, such as the IntilliSmart location Receipt Footer Enter a receipt footer, such as "Have a nice day" OK Button Select OK to accept changes CANCEL Button Select CANCEL to delete changes Note: Receipt templates include the following information by default: The current date and time The terminal number The receipt number A list of items sold with prices The total amount of the sale WO 2004/036494 PCT/AU2003/001378 69 How to modify a receipt template listed in the Receipt Template List 1. Select the receipt template to be modified in the receipt template list (the receipt template will become highlighted) 2. Click the Modify button to display the Receipt Template dialog box 3. Alter any of the fields 4. Select OK to accept changes Select CANCEL to delete changes How to remove a receipt template from the Receipt Template List 1. Select the receipt template to be removed in the receipt template list (the receipt template will become highlighted) 2. Click the Remove button 3. A message will appear saying "Are you sure you wish to delete?" 4. Click OK to delete the item Click CANCEL to save the item How to filter records in the Receipt Template List 1. Select one of the following methods to filter records a. <NO FILTER> b. Name (Whole Name) c. Name (Start of Name) d. Name (Any part of Name) 2. Enter the first name, start of the first name, or part of the first name into the filter text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Receipt Template List WO 2004/036494 PCTIAU2003/001378 Chapter How to set up the Terminals The heart of any POS system is transactions, and all transactions are entered into IntilliSmart via a Terminal program. Each of those terminals needs an entry in the terminal screen here. All sales made by this terminal will be recorded with this terminal identification number, which is very useful for grouping reports.

1. Open up the IntilliSmart Back Office by selecting Start Programs IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration Terminals Terminals 3. The Terminal List dialog box will appear

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Ref( e~h F Autoe r~ Locetion Canteen~ Canteen# 1 Canteen Canteen

'I

WO 2004/036494 PCT/AU2003/001378 71 How to add a terminal to the Terminal List Click the Add button to display the Terminal dialog box. This will display the following items: Name Lceation Caeen #1 Canteen Button Template Receit Trenplate Standard Canteen Default Price Schedule Default Payment Tye Normal Smart Card Description Canteen Termina[ 11 Piit Receipts by Default Name Field Enter the Name of the Terminal Location field Enter in the Location of the Terminal Button Template Select the Button Template from the drop down list Receipt Template Select the Receipt Template from the drop down list Default Price Schedule Select the default price schedule from the drop down list Default Payment Schedule Select the default payment schedule from the drop down list Description Enter in a description for the terminal Print receipts by default checkbox Check this box to print receipts by default OK Button Select OK to accept changes CANCEL Button Select CANCEL to delete changes WO 2004/036494 PCT/AU2003/001378 72 How to modify a terminal listed in the Terminal List 1. Select the terminal to be modified in the terminal list (the terminal will become highlighted) 2. Click the Modify button to display the Terminal dialog box 3. Alter any of the fields 4. Select OK to accept changes Select CANCEL to delete changes How to remove a terminal from the Terminal List 1. Select the terminal to be removed in the terminal list (the terminal will become highlighted) 2. Click the Remove button 3. A message will appear saying "Are you sure you wish to delete?" 4. Click OK to delete the item Click CANCEL to save the item How to filter records in the Terminal List 1. Select one of the following methods to filter records a. <NO FILTER> b. Name (Whole Name) c. Name (Start of Name) d. Name (Any part of Name) 2. Enter the first name, start of the first name, or part of the first name into the filter text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Terminal List WO 2004/036494 PCTIAU2003/001378 73 Chapter 21 How to set up the Cards Setting up the cards enables you to use the Intill!Smart as a cashless point of sale equipment. Cards can be disabled, or have spending limits, expiry dates, and card messages can be applied here.

1. Open up the IntilliSmart Back Office by selecting Start Programs IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration Cards Cards L.WU~ II)~ 3. The Card List dialog box will appear Refre~n r tiutoReFre~h Ad odft emy f C~de ~Lota~ion Cu~orndr Ex1i~ Ei~ Da~ Sm~it C~6 Cool Jonny ~4fUd~LU4 Canteen 'Canteen Canee 40c08ger, Linda.

Goodger. Nicholas Gadpr,'J son' HendiiX.JimI 24/02, 2G04 210f132004: 3EV01I2o004 WO 2004/036494 PCT/AU2003/001378 74 How to add a card to the card list Click the Add button to display the Card dialog box.

Card Locatioh hne lT Canteen L1jcool,.Jonny 'Code db tFNrJP t 12q05 2-0.0U000 re- Card Exp~e, j2402/200 W, Card Is a smart card' F -Card is diabled Cafd Mee rt mellergic t P puts A~dd Messag Rlemov'e Me s-age Pupste Bel~nce PvirflE B lnce Location Select the card location from the drop down list Customer Select the customer from the drop down list Code Enter the card code Spend Limit Enter the customer spend limit Card Expires Check the card expires checkbox if you would like to set an expiry date Expiry date Enter in the expiry date in the format 01/01/01 Card is smart card Check the card is a smart card checkbox IF the card is a smart card Card is disabled Check the card is disabled checkbox IF you want the card disabled WO 2004/036494 PCT/AU2003/001378 Note Enter in a note about the card Add message To enter in a message, click the add message button. This will display the following dialog box: Me~sageType SAlert Message Message Allergic to Peanutsl Select a message type from the drop down list. This can be either a simple message, or an alert message.

1. Enter in the message 2. Select OK to accept changes 3. Select CANCEL to delete changes Remove message 1. Select the message to be removed 2. Click the remove button 3. A message saying "Are you sure you wish to delete?" will appear 4. Select OK to accept changes Select CANCEL to delete changes Purse balance This will display the current purse balance of the card Point balance This will display the point balance of the card OK button Select OK to accept changes CANCEL button Select CANCEL to delete changes How to modify a card listed in the Card List 1. Select the card to be modified in the card list (the card will become highlighted) 2. Click the Modify button to display the card dialog box 3. Alter any of the fields 4. Select OK to accept changes Select CANCEL to delete changes WO 2004/036494 PCT/AU2003/001378 76 How to remove a card from the Card List 1. Select the card to be removed in the card list (the card will become highlighted) 2. Click the Remove button 3. A message will appear saying "Are you sure you wish to delete?" 4. Click OK to delete the item Click CANCEL to save the item How to filter records in the Card List 1. Select one of the following methods to filter records a. <NO FILTER> b. Code c. Expired cards only d. Smart cards only e. Disabled cards only 2. Enter the code (if this option selected) into the filter text field 3. Click the Refresh button 4. Check the Auto Refresh checkbox to automatically refresh the Card List WO 2004/036494 PCT/AU2003/001378 77 Chapter 22 How to set up Hotlist Reasons Hotlist Reasons are the reason you would select for hotlisting a card. These might include Lost or Stolen Card.

1. Open up the IntilliSmart Back Office by selecting Start Programs IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Administration Cards Hotlist Reasons 3. The Hotlist Reason List dialog box will appear rI tFilter Ffe et Adi jodIi Rmyv F Au~o Refresh Stolen rCald -21 WO 2004/036494 PCT/AU2003/001378 78 How to add a hotlist reason to the Hotlist Reason List Click the Add button to display the Hotlist Reason dialog box.

This will display the following items: Reason StolenCard Reason Enter the reason for hotlisting, for example lost or stolen card Message Enter in a relevant message OK Button Select OK button to accept changes CANCEL Button Select CANCEL to delete changes How to modify a hotlist reason in the Hotlist Reason List 1. Select the hotlist reason to be modified in the hotlist reason list (the hotlist reason will become highlighted) 2. Click the Modify button to display the hotlist reason dialog box 3. Alter any of the fields 4. Select OK to accept changes Select CANCEL to delete changes How to remove a hotlist reason from the Hotlist Reason List 1. Select the hotlist reason to be removed in the hotlist reason list (the hotlist reason will become highlighted) 2. Click the Remove button 3. A message will appear saying "Are you sure you wish to delete?" 4. Click OK to delete the item Click CANCEL to save the item WO 2004/036494 PCT/AU2003/001378 79 Chapter 23 How to process Stock Stock is processed for the purpose of updating the stock levels in the Back Office.

This might include decrementing the stock values after sales are made.

1. Open up the IntilliSmart Back Office by selecting Start Programs IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Functions Daily Processing Process Sales Stock 3. The Processing Stock dialog box will appear :Pro es s 4. This dialog box will show a percentage amount and progressive bar.

Upon finishing a dialog box with the message "Processing Complete" will appear.

WO 2004/036494 PCTIAU2003/001378 Chapter 24 The Purchase Order Dialog Box Purchase orders are made for the purpose of ordering stock. Purchase Orders can be created, modified, removed and printed with this function. A purchase Order is closed after the closed checkbox has been checked.

1. Open up the IntilliSmart Back Office by selecting Start Programs IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Functions Stock Purchase Order j:::'-'Ajrcha*e order 7e.N I i a purrhase w dai; NUN I V I 3. The Purchase Order dialog box will appear 77777- 77F 7 A im- i Mii- M-A I Ni4 odifti E>2 ov FrirgitOrdei F Show all PP~ ATE LOtATION SUPPLIEFlERNE CLOSED 3641nol ,00 3Q0/2002 Canteen 30/01 /2003 Canteen Dar 'Frma No Nlo How to view all Purchase Orders a. Check the "Show all Orders" checkbox b. The table will update automatically WO 2004/036494 PCT/AU2003/001378 81 How to create a Purchase Order Click the New button to display the Purchase Order dialog box. This will display the following items: ld OdriPined, -d dto I I Iw- :DE.IRIFT~O WPLLI O*i T Y 1 J, T FT _T1 n, UNII TO OTAL QQt S. Order This number will be assigned automatically starting at number 1 Ordered by This field will be automatically filled in after you sign in Order Date drop down list Select the date from the drop down list.

Note: today's date is circled.

Location drop down list Select the location from the drop down list Supplier drop down list Select the supplier from the drop down list Note: Not selecting a supplier will show only stock items in the "item" drop down list Supplier Address field Enter in the supplier address Delivery Address field Enter in the delivery address Closed checkbox Check this box to close the order WO 2004/036494 PCT/AU2003/001378 82 Order Printed checkbox This checkbox indicates if the order was printed Note: Print orders from the purchase order list Add Item button Click this button to add an item to the order Item Select the item from the drop down list Description The description will be automatically entered Qty Enter in the quantity to be ordered Units The units filed will be automatically entered Qty I Unit Enter the Qty I Unit Total Qty The total quantity will be automatically calculated Unit cost The unit cost will be automatically calculated Memo Enter in a memo for the purchase order OK button Select the OK button the accept changes CANCEL button Select the CANCEL button the delete changes How to remove an item form a purchase order 1. Click the New button to display the Purchase Order dialog box.

2. Select the item to be removed form the items list 3. Select the remove Item button 4. The item will be removed immediately OK Button Select OK button to accept changes CANCEL Button Select CANCEL to delete changes How to modify a purchase order in the Purchase Order List 1. Select the purchase order to be modified in the purchase order list (the purchase order will become highlighted) 2. Click the Modify button to display the purchase order dialog box 3. Alter any of the fields 4. Select OK to accept changes WO 2004/036494 PCT/AU2003/001378 83 Select CANCEL to delete changes How to remove a purchase order from the Purchase Order List 1. Select the purchase order to be removed in the purchase order list (the purchase order will become highlighted) 2. Click the Remove button 3. A message will appear saying "Are you sure you wish to delete?" 4. Click OK to delete the item Click CANCEL to save the item WO 2004/036494 PCTIAU2003/001378 84 Chapter How to receive stock Receiving Stack brings stock into the IntilliSmart Back Office for the purpose of making sales.

1. Open up the IntilliSmart Back Office by selecting Start Programs IntilliSmart Back Office Or by double click the IntilfiSmart Back Office Icon on your desktop 2. Click on Functions Stock Receive Stock PurC ase Order Import Wizards rt f ~c 3, The Receive Stock dialog box will appear 11m tis~Recerve eppngnit BU Q dL t ecivad 7 Total Received ITEM UM(T6. UNIT QT/t 'lEE.TOTALFI n i 1 WO 2004/036494 PCT/AU2003/001378 How to Receive Stock Received by Date Select the date from the Date drop down list. Note: Today's date will be circled.

Location Select the location from the drop down list Memo Enter in a memo if relevant Add item button Click this to select an Item from the Item drop down menu Units received Enter the Units Received Note: This does not have to be a numerical value. It could be cartons for cartons of drinks, loaves for loaves of bread, etc.

Buying Unit This value is added automatically Buying Qty This value is added automatically Qty received Enter the Quantity Received Note: Repeat steps 5 7 to add more stock items OK button Click OK to accept the information entered This will display a processing stock dialog box with a percentage indicator.

At 100% another dialog box with the message "Stock Levels successfully Updated" will appear.

Select OK to close the boxes CLOSE button Click CLOSE to delete the items entered How to Remove Stock from the Receive Stock dialog box 1. Select an Item from the Item List of Received Stock 2. Click the Remove button to remove the item Note: This can only be done while the Receive Stock dialog box is open This will display a processing stock dialog box with a percentage indicator.

At 100% another dialog box with the message "Stock Levels successfully Updated" will appear.

Select OK to close the boxes WO 2004/036494 PCTIAU2003/001378 86 Chapter 26 The Write Off Stock Dialog Box Write Off Stock is for the purpose of reconciling your stock levels when variations occur due to stock being written off for various reasons. Possible write off reasons could include; breakage, promotions, or donations.

1. Open up the IntifliSmart Back Office by selecting Start Programs IntilliSmart Back Office Or by double click the fintilliSmart Back Office Icon on your desktop 2. Click on Functions Stock Write Off Stock 3. The Write Off Stock dialog box will appear Wftclfb Unto t o fi 13 ut e~2U~ i '0Tt1d~e ~J ~t~VR~ UItf QWUITQTV WRIT._ -T TA L V.

WO 2004/036494 PCT/AU2003/001378 87 How to Write Off Stock Date Select the date from the Date drop down list.

Note: Today's date will be circled.

Location Select the location from the drop down list Memo Enter in a memo if relevant, or a reason for the stock write-off Add Item button Select Add Item Item drop down menu Select an Item from the Item drop down menu Enter the Units to Write Off Note: This does not have to be a numerical value. It could be cartons for cartons of drinks, loaves for loaves of bread, etc.

Qty to write off Enter the Quantity to Write Off Repeat steps 5 7 to write off more items OK button Click OK to accept the information entered This will display a processing stock dialog box with a percentage indicator.

At 100% another dialog box with the message "Stock Levels Successfully Updated" will appear.

Select OK to close the boxes CLOSE button Click CLOSE to delete the items entered How to Remove Stock from the Receive Stock dialog box 1. Select an Item from the Item List of stock to Write Off 2. Click the Remove button to remove the item Note: This can only be done while the Stock Write Off dialog box is open WO 2004/036494 WO 204/06494PCT!AU2003/001378 Chapter 27 The Enter Stocktake Dialog Box The Enter Stocktake function is used to enter a current count of the stock on hand.

Any stock purchase, write-offs, returns or transfers that may affect the current stock levels should be entered and processed before the Enter Stocktake function is performed.

1. Open up the IntilliSmart Back Office by selecting Start Programs IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Functions Stock> Stocktake Enter Stocktake Pr~r* S Form 3. The Enter Stocktake dialog box will appear 0 ww§W l II~ b J U rt oi BYNr. lW ,LtN t~ c*l Q &X TT

OK-

WO 2004/036494 PCT/AU2003/001378 89 Stocktake by This field will be automatically filled after you log on Date Select the date from the Date drop down list.

Note: Today's date will be circled.

Location drop down list Select the location from the drop down list Item Select an Item from the Item list Units counted Enter the Units Counted Qty counted Enter the Quantity Counted OK button Click OK to accept the information entered This will display a processing stock dialog box with a percentage indicator.

At 100% another dialog box with the message "Stock Levels Successfully Updated" will appear.

Select OK to close the boxes CLOSE button Select the CLOSE button to delete any changes WO 2004/036494 PCT/AU2003/001378 How to Enter a Stocktake Note: Before you enter your stock count, ensure your stock items have been adequately set up. This means setting up your stock properties in the Items Items list, and listing the selling quantity, selling unit, preferred supplier, buying quantity, buying unit, cost, lead time and re-order level.

1. Select date for the enter stock 2. Select a Location from the Enter Stock Take window, A list of the stock items for that location will be listed 3. Select the item you wish to add a count for by clicking it 4. Enter in the units counted Enter the quantity counted 6. Repeat as necessary 7. Enter in a memo, such as who counted the items etc (or leave this field blank) 8. Select the OK button only when you are completely satisfied with the amounts entered Note: For items that were counted, but had no stock on hand, enter 0 (zero) into the quantity counted field For example: The soft drink stock item has been set up with the following information: Selling Quantity 1 Selling Unit can Buying Quantity 24 Buying Unit carton To enter a stock take for cans of soft drink where you have 10 cartons of soft drink as well as 7 loose cans, enter the following information: For 10 whole cartons of cans of soft drink, enter the number 10 in the Units Counted field For 7 loose cans of soft drink, enter the number 7 in the Quantity Counted field Note: The amount listed in the total quantity field is the total amount of all the cans of soft drink, i.e: 247 WO 2004/036494 PCT/AU2003/001378 91 Chapter 28 MYOB Export The MYOB export option is used to export the IntilliSmart data to MYOB.

pmstOmer Sale&,Code arld Puicha~es A'colunt Code CardReohage Rtem Code, Und&po~ited Fun&,- Account Code- JVO9, D ata Path 'MYOB Login Nam e ULoin Fas ISord 66gi Ec<pot WO 2004/036494 PCT/AU2003/001378 92 Chapter 29 The Reports Dialog Box At the end of the day you will need to get facts and figures from the software to analyze your business. This is done using a series of reports that access the data stored by your terminals. These reports have been created using a third person software package called Crystal Reports. This means that new reports can be created or old ones modified by purchasing Crystal Reports.

Reports can also be exports to other various third party software applications.

1. Open up the IntilliSmart Back Office by selecting Start Programs IntilliSmart Back Office Or by double click the IntilliSmart Back Office Icon on your desktop 2. Click on Reports 3. The Reports dialog box will appear Reports No ReportSelected..

TRANSACTION REPORTS ri CARD REPORTS ra- CUSTOMER REPORTS E.l- MISC REPORTS *REPORT :D a e .ag~g e_ D ate Frgmn D _a o Location Cuwtome

III

4. This dialog box is divided into three sections.

Reports section containing: Sales Reports Transaction Reports Card Reports Customer Reports Misc Reports The second section contains: The name of the currently selected report (or, "No Report Selected" by default): A description of the selected report Reports Filter containing: Date Range drop down list Date From field Date To Field Location drop down list WO 2004/036494 PCT/AU2003/001378 93 SCustomer drop down list Preview Report button How to preview a Report 1. Select a Report from the left hand reports menu 2. Select a date range from the drop down menu, or 3. Select Custom 4. Select dates from the Date From and Date To drop down lists Select the location from the Location drop down list 6. Click the Preview Report button When Previewing a Report, you are presented with an exact preview of how the report will print. This screen is divided into two sections; one containing the report, and the other containing these buttons: Ni ~~M1jBIT N a 5=415T 8 9 J 4: t 1 7 Tta O 12oofWo 1. Go to first record 7. Print 2. Go to previous record 8. Export 3. Page 1 of 1 9. View 4. Go to next record 10. Total records Go to last record 11. Percentage read 6. Cancel reading records 12. Records read How to Print a Report 1. To Print a Report, click the Printer Icon when in Preview Mode 2. The following dialog box will appear with information on the Default printer (your printer will be different to the one listed here), Print Range, number of Copies, and an option to Collate Copies P rinnte SY e i [Auto HP LaseiJ 5 on Cancel -Print a ig e r.paa E- ,i Flraon T collate Cople" 3. Select All to print all pages in the report 4. Select Pages to specify which pages to print Select the number of Copies to print (the default value is 1) 6. Check the Collate Copies check box to collate copies of the printed report 7. Select OK to Print 8. Select CANCEL to close the Print dialog box WO 2004/036494 PCT/AU2003/001378 94 How to export a Report The export function of IntilliSmart allows you to export reports to a variety of applications including Crystal Reports, Microsoft Excel, Microsoft Access, Microsoft Word, as well as Internet Browsers.

1. To Export as Report, click the Export Icon when in Preview Mode 2. The following dialog box will appear containing a Format drop down list from which you select your preferred export format, a destination drop down list from which you select the destination for the exported file, an OK button, and a CANCEL button Format, Chafacter-separated yaiues Irirftrass~l-~~~r~;;dl C.nca I 3. Select your export Format from the drop down list. This list contains the following formats: Character-separated values (this is selected by default) SComma-separated values (CSV) Crystal Reports (RPT) Crystal Reports 7 (RPT) Ata Interchange Format (DIF) SExcel 5.0 (XLS) Excel 5.0 (XLS) (Extended) Excel 7.0 (XLS) Excel 7.0 (XLS) (Extended) Excel 8.0 (XLS) Excel 8.0 (XLS) (Extended) HTML 3.0 (Draft Standard) HTML 3.2 (Extended) HTML 3.2 (Standard) Lotus 1-2-3 (WK1) Lotus 1-2-3 (WK3) SLotus 1-2-3 ODBC dBASE Files ODBC Excel Files ODBC MS Access Database Paginated Text Record Style (columns of values) Report Definition Rich Text Format Tab-separated text Tab-separated values Text Word for Windows document WO 2004/036494 PCT/AU2003/001378 4. Select your export Destination from the drop down list. This list contains the following destinations: Application Disk File (this is selected by default) Exchange Folder Lotus Notes Database Microsoft Mail (MAPI) Select OK to export 6. Select CANCEL to close the dialog box WO 2004/036494 PCT/AU2003/001378 96 Chapter Sales Reports Sales Reports total and group every item that has been sold through your IntilliSmart system.

Select Sales Report from the Reports menu on the left .o S r VSales Summary 'Customer sales *Customar Sales H-istory Prodluct Sales Department Sales Half Ikoury Sa&es Report Wl TRAN~SACTION REPORTS Qtl CARD REPORLTS W- CUSTOMER REPORTS il, MISC RIEPORTS REPORT FILTER DateRa at Date Firsm Uate To Lj F7 777:- Il~ IF lrr~r e~ Sales Reports Sales Summary Customer Sales Customer Sales History Product Sales Department Sales Half Hourly Sales Report Date Range drop down list contains: All Today (this is the default value) This week This week-to-date This month This month-to-date This year This year-to-date This financial year This financial year-to-date *Yesterday *Last week *Last week-to-date *Last month *Last month-to-date *Last year *Last year-to-date *Last financial year *Last financial year-to-date *Custom WO 2004/036494 PCT/AU2003/001378 97 Note: Selecting Custom allows you to select a date from the Date From drop down list, and the Date To drop down list The current date is circled Location drop down list The Location drop down list contains all current locations on your network Customer drop down list The Customer drop down list contains names of all customers Preview Report button Sales Summary Summary of sales grouped by day and filtered by location Customer Sales Summary of customer sales, filtered by location Customer Sales History Summary of sales made by a customer Product Sales Summary of product sales detailing the quantity and value of all products sold, filtered by location Department Sales Summary of department sales, filtered by location Half Hourly Sales Summary of sales grouped by half hour intervals and filtered by location WO 2004/036494 PCT/AU2003/001378 98 Chapter 31 Tax Reports Tax Reports produce a summary of all sales grouped by tax rate Select Tax Report from the Reports menu on the left j Ie Vew Adrrnlsttatlon lFurctons Reportr 'Window Help

V

ReprtsNo Repottselected-L 8B, SALES 1Tax Sales Report Tax Sales SUmmary Report M~ TRANSACTION REPORTS REPORT FILTER~.*~. Ql CARD REPORTS Dale Range Date trom. Dale To I4Jl CUSTOMER REPORT'S I'Today ]I8/02i/sa0 1180/03 Eb MISC REPORTSI Reddy "Wlm F "ed Toa ti i h eautvle Tais Saesepor "Taxs Sales SumarReor Th D T i agedop onlittnhis Today (thsithdefutvue This month This year-to-date This financial year This financial year-to-date Yesterday "Last week Last week-to-date Last month Last month-to-date Last year "Last year-to-date Last financial year Last financial year-to-date Custom WO 2004/036494 PCT/AU2003/001378 99 Note: Selecting Custom allows you to select a date from the Date From drop down list, and the Date To drop down list The current date is circled Location drop down list The Location drop down list contains all current locations on your network Preview Report button Tax Sales report Summary of all sales grouped by tax rate and department, filtered by location Tax Sales Summary Report Summary of all sales grouped by date and tax rate, filtered by location WO 2004/036494 PCT/AU2003/001378 100 Chapter 32 Transaction Reports Transaction Reports produce a break down of sales Select Transaction Report from the Reports menu on the left R _epo" ts No Report Selected.

TRANSACTION REPORTS Tra'nsaction History -Tranaction History Detailed CARD REPORTS REPORT FILTER +-CUSTOMER REPORTS Date Range Date From DateTo C. MISCREPORTS

T

z f7TT Locationr Transaction reports: Transaction History Transaction History Detailed The Date Range drop down list contains: All Today (this is the default value) This week This week-to-date This month This month-to-date This year This year-to-date This financial year This financial year-to-date Yesterday Last week Last week-to-date Last month Last month-to-date Last year Last year-to-date Last financial year Last financial year-to-date Custom Note: Selecting Custom allows you to select a date from the Date From drop down list, and the Date To drop down list The current date is circled WO 2004/036494 PCT/AU2003/001378 101 Location drop down list The Location drop down list contains all current locations on your network Preview Report button Transaction History A list of all transactions made, filtered by location Transaction History Detailed A detailed list of all transactions made with products breakdown, filtered by location WO 2004/036494 102 Chapter 3 3 Card Reports Select Card Reports from the Reports menu on the left PCT/A1J2003!001378 W, Reportsl tl SALES REPCRTS T1 RANSACTION REPORTS Card Baances Card By Group Card Liab lily Card Transaction Disabled Card Card Statement 8-h CUSTOMER flEPORTS5 I14 MISC REFORTS 'No Report $elected..

R R FI TER 'RatORang PateFrom Date To Today -3 F30)0/2003 -3 3G 011h2003 -3 Canteen Custmer InA; Card reports: Card Balances Card by Group "Card liability Card transaction Disabled Card Card Statement The Date Range drop down list contains: All Today (this is the default value) This week This week-to-date This month "This month-to-date This year This year-to-date This financial year "This financial year-to-date Yesterday Last week "Last week-to-date Last month Last month-to-date Last year Last year-to-date Last financial year Last financial year-to-date Custom Note: Selecting Custom allows you to select a date fromh the Date From drop down list, and the Date To drop down list The current date is circled.

WO 2004/036494 PCT/AU2003/001378 103 Location drop down list The Location drop down list contains all current locations on your network Customer drop down list The Customer drop down list contains names of all customers Preview Report button Card Balance Summary of all card balances, filtered by location Card By Group Enter correct description Card Liability Enter correct description Card Transaction Summary of all card credits and debits, filtered by location Disabled Card Summary of all disabled cards including balances, filtered by location Card Statement A list of all transactions made on a card, filtered by location WO 2004/036494 PCT/AU2003/001378 104 Chapter 34 Customer Reports Select Customer Reports from the Reports menu on the left Reports No Report Selected..

I; SALES REPORTS 3. TRANSACTION REPORTS f CARD REPORTS S Customer Eating Hebits REPORT FILTER-- E .MISC REPORTS DateRange Date from DateT Today '|30/01/2003 30/01/2003 j SLocation jCarrteeh This menu will expand to display the following report: Customer Eating Habits The Date Range drop down list contains: All Today (this is the default value) This week This week-to-date This month X This month-to-date This year This year-to-date SThis financial year This financial year-to-date SYesterday Last week Last week-to-date Last month Last month-to-date SLast year Last year-to-date SLast financial year Last financial year-to-date Custom Note: Selecting Custom allows you to select a date from the Date From drop down list, and the Date To drop down list The current date is circled.

Location drop down list The Location drop down list contains all current locations on your network Customer drop down list The Customer drop down list contains names of all customers WO 20)04/036494 PCT/A1J2003!001378 105 Preview Report button Customer Eating Habits Summary of all products purchased by a customer WO 2004/036494 PCT/AU2003/001378 106 Chapter 3 Misc Reports Select Misc Reports from the Reports menu on the left Reports No Report Selected...

rl. SALES REPORTS ri TRANSACTION REPORTS r. CARD REPORTS r1 CUSTOMER REPORTS -REPORT FILTER i Productin Report Date Rang Date Frm Date To SRefund Report Today 3 130/01/2003 j 30/01/2003 -Voids Report Location Canteen Cutotmer Misc reports: Production Report Refund Report Voids Report The Date Range drop down list contains: All Today (this is the default value) This week This week-to-date This month This month-to-date This year This year-to-date This financial year This financial year-to-date Yesterday Last week Last week-to-date Last month Last month-to-date Last year Last year-to-date Last financial year Last financial year-to-date Custom Note: Selecting Custom allows you to select a date from the Date From drop down list, and the Date To drop down list The current date is circled Location drop down list The Location drop down list contains all current locations on your network WO 2004/036494 PCT/AU2003/001378 107 Customer drop down list The Customer drop down list contains names of all customers Preview Report button Production Report Summary of all products to be prepared Refund Report Summary of all products refunded Voids Report Summary of all products voided WO 2004/036494 PCT/AU2003/001378 108 Chapter 3 6 Window Menu How to view all open windows This can be done by selecting Window and viewing the window names rl ItjUiV M$UjIM1 SLIUj I FtJI LILUI It- K1VJURfI Close All 1 Card i st 2 Customer List o, 3 Receive5toclk U How to close all open windows Select Window Close All WO 2004/036494 PCT/AU2003/001378 109 Chapter 3 7 Help Menu How to view IntilliSmart version information This can be done by selecting Help About IntilliSmart back office Fie V evm AdmhlnistloUn Furnci cns R~epoits Windco This will display the following version information wnICSO ci WO 2004/036494 PCT/AU2003/001378 110 Chapter 38 House Keeping Usage Instructions Use only with finger or rubber tipped stylus held between the fingers.

Do not use any metal, abrasive, sharp or hard objects on the screen.

Any physical damage to screen invalidates warranty.

Cleaning Clean only with a soft cleaning cloth that has been lightly dampened with clean water In a dusty environment your terminals should be covered with a cloth.

WO 2004/036494 PCT/AU2003/001378 111 Chapter 39 Data Back up Procedures We strongly urge all IntilliSmart users to implement a daily backup routine into their daily schedule. It is recommended that the IntilliSmart database is regularly backed up onto a media other than the hard disk drive of your computer where your data is usually stored.

If you have a hardware or network crash that corrupts your IntilliSmart database, you will be relying on the backed up data to get your system going again.

DO NOT LEAVE THIS PROCESS UNTIL IT IS TOO LATE WO 2004/036494 PCT/AU2003/001378 Appendix Menu Structure of the Back Office File Exit Toolbars Status Bar View Administration Items iCustomers Terminals Cards Setup Functions iDaily Processing Stock MYOB Exporti Items Departments Price Schedules Output Devices Suppliers Customers Customer Groups Item Banning Terminals Receipt Templates Cards Hotlist Reasons Locations Payment Types Tax Rates Employees SSecurity Process Sales stock Purchase Order Receive Stock SWrite Off Stock Stocktake Employees Employee Groups System Users Enter Stocktake Reports Window Help WO 2004/036494 PCT/A1J2003!001378 (Hi) Report Export format To export Character Separated Values Formt: Charact[-sep alues FO K Cece WO 2004/036494 (iii) Definitions PCT/AU2003/001378 Lead time The time it takes to get an order form the date of placing the order, e.g. 2 days Unit A descriptive term for how an item is ordered, e.g. a carton of soft drink cans

Claims (9)

1. A method of commerce for use with food outlets using a system for Simplementing the method, the system including a. at least one portable data storage device for storing at least personal identification details, the portable data storage device coded or otherwise limited so that use of the portable data storage device is only possible within 00 the particular system for which the portable data storage device was issued, INO the system being limited to specified geographical locations or areas; Cc b. at least one information access device to access the information stored in the at least one portable data storage device; c. at least one display device to display at least a portion of the information stored on the at least one portable data storage device; and d. at least one data processor associated with the at least one information access device and at least one display device to facilitate communication between the system components; the method comprising the steps of issuing a portable data storage device to a user for use within a food outlet system, assigning value information to the portable data storage device, presenting said portable data storage device at a food outlet in order to identify the user to the system, ordering at least one item from the food outlet in a transaction, accessing the data stored on the portable data storage device to verify the particulars of the transaction, filling the order subject to the verification of the particulars of the transaction, updating the value information on the portable data storage device and including a reward system to encourage particular behaviour by the user eating or at least purchasing more healthy foods or beverages.

2. A method of commerce according to claim 1 wherein the method is based in or associated with a computer system allowing the control and storage of a large amount of information required according to the method.

3. A method of commerce according to claim 1 wherein the portable data storage (PDS) device includes a data storage means which is digital, electrical or magnetic in nature.

4. A method of commerce according to claim 1 wherein the portable data storage (PDS) device is a contactless smart card.

A method of commerce according to claim 3 wherein there are at least two 00 116 N, data sets, a first data set comprises identification information stored on the portable data storage device authorising access to the system and a second data set is stored in Sthe computer system which is accessed using the identification.

6. A method of commerce according to claim 1 wherein the portable data device is "loaded" or charged by prepayments of cash, cheques, Electronic Funds Transfer (EFT) or credit, the "loading" accomplished in a variety of ways including over the 00 telephone, direct transfer between accounts or over the Internet. IN

7. A method of commerce according to claim 3 wherein the portable data storage devices can be listed in the system as "active" when issued or "lost" when they are lost or stolen.

8. A method of commerce according to claim 3 wherein, the system is adapted to be programmed with a list of foods which a user is not able to be sold.

9. A method of commerce according to claim 3 wherein the system comprises computer software operable on a computer system to optimize the performance, functions of the software including normal accounting and stock control functions, reporting, stocktaking, transaction control, account balances and inventory control producing reports containing any information stored within the system and filtered according to a wide variety of parameters including date of action and user name. A method of commerce according to claim 3 wherein the system further includes a data entry device for entering information required, and a printer to produce receipts.