QUICK 1st Time Setup Guide for AGENTS – RESTAURANT

(For restaurant, you must have minimum 2 terminals)

Step 1 - Complete the merchant registration
  1. Fill up the merchant application form
  2. Login to Agent Website 
  3. Register the merchant information 
  4. Tick TrackSol 2 
  5. Tick Sales & Dist (Retail)
  6. Tap terminal assignment (ensure the Terminal ID or TID is correct)
Step 2 – Login to www.retail.ez.my Enter merchant ID, username & password. Then, set up at Parameter menu
  1. Store Code (setup main store or store location) - if you have branches, create your store code according to each branch, for example, 3 branches, 3 store code to be created.
  2. Terminal assignment (assign to shop or store or type) - assign each store code to a terminal, from above example, 3 branches, 3 store code, 3 terminals to be assigned to each store code.
  3. Create 1 Staff card --> Go to Sales & Distribution --> Staff maintenance --> add Staff name & card number (How To Create Staff Card)
  4. Create 1 Master Card (for refund/void sales purposes) -->Go to Parameter --> Card Maintenance --> Add.  (How to Create Master Card)
Step 3 – Terminal Maintenance - Fill up the info & assign BACK END Process to the terminal (ensure correct Terminal ID (TID))
  1. Taking order for waiter & collect payment – assign as N/A
  2. Print order at Kitchen – assign as Kitchen
  3. Print order at Bar/Drink – assign as Bar
Step 4 – How to add product & assign to which terminal to print. There are 3 ways to add products:
  1. On the fly add via website – suitable for quick add & demo purpose – Go to Sales & Dist.--> Product Maintenance --> Product Maintenance --> Add (please ensure to assign this item to which terminal to print in the Back End Process box (e.g. Kitchen terminal or Bar/Drink terminal). For product like Nasi Campur (Mix Rice) or ChapFun or prepared Fried Mee, create a generic code eg. 0 or 99 or 88 (click here for details steps)
  2. On the fly add via terminal (pending) - this feature will be available soon. It is similar like retail.
  3. Batch Upload using Excel template. Download the template and enter the items to add. This is suitable for ACTUAL implementation to the merchant after they confirm sign up. Click here on How to upload Menu in Batch for Restaurant using Excel.
Step 5 – UPDATE AT TERMINAL. Perform the following to all the terminals:
  1. After Step 4 --> go to Setting --> Change Language --> EN (for restaurant)
  2. Then go to Update --> Enter menu number 113140 --> Enter
  3. Then, go to F1 --> Update Menu --> Download Menu --> Enter
  4. Update Terminal, go to F2 --> Admin --> Update Files --> Full Update (X) --> Done --> Override (X) --> press Enter
  5. Then, update Menu, go to F2 --> Admin --> Reload Menu --> Reload --> Press Enter 
  6. Then, go to F2 --> Admin --> Format Card for both the staff & master card. 
Step 6 – How to Take Order & Pay
  1. Tap Order to take order and PayBill to pay the order taken by waiter. 
  2. Use Open Bill if no order taken but to bill customer. Example --> press Code No*Price (for price with cent, use # e.g. RM3.50 --> Nasi Campur at RM3.50 --> 0*3#50