Explore Point of Sale
A
Account Classes
Head Office • Site Master
When an account is created it is assigned a class which contains the primary financial terms that the account can operate with including the maximum allowed credit limit, settlement and statement periods.
Accounts
Site Master • Site
In the sales ledger module, accounts are used to record charges from the point of sale terminal and to generate invoices and statements.
Amendment Reasons
Head Office • Site Master
Amendment reasons are used to track and explain any changes made to the value of an expense during the approval or rejection process. By selecting an amendment reason, the system records why the adjustment was made, providing greater transparency and ensuring that all modifications are properly documented for reporting and audit purposes.
Areas
Head Office • Site Master
Areas sit beneath a company in the estate structure, providing an additional level of categorisation. They can be used to represent regional divisions or, in some businesses, to reflect the organisational hierarchy of regional or area managers. Areas are a required part of the estate structure and can be used for reporting and filtering throughout the system.
ATM Operations
Site Master • Site
When a skim or uplift is performed against a point of house terminal or money belt operator using the Count in Office action, it must first be recorded in the finance module before you can proceed with other actions, such as making a declaration. You will be notified by an entry in the Things to Do List that there are outstanding skims.
Attendance Codes
Head Office • Site Master
When the payroll is signed off an attendance code is applied to those employees who did not work on selected days.
You can add custom attendances codes for your organisations requirements.
Auto Contribution
Head Office • Site Master
When a table is opened, a product can be configured to be automatically added to the account. This is often used for contributions towards social or environmental initiatives supported by the business.
B
Banking
Site Master • Site
The banking function is used to reduce onsite cash by recording an entry in the finance module that details the amount deposited along with relevant banking information. These records can then be used for reporting or exported to third party accounting and finance systems if required.
Banking Collection
Site Master • Site
This function allows you to record a banking collection where money has already been banked. It can be used either to log physical collections carried out through a secure process or to record when money is taken directly to a bank.
Banks
Head Office • Site Master
When performing a banking entry, a bank is associated with the entry. Depending on organisational requirements, a default bank can be set at company level, or overrides can be applied on a per site basis.
Barcodes
Head Office • Site Master
Barcodes can be added to products which can be used either to sell the product or scanning during mobile stocks.
Bill Footers
Head Office • Site Master
Footer text can be configured to appear at the bottom of a bill, providing space for marketing messages, branding, site specific details, or seasonal and event updates.
BOGOF Promotions
Head Office • Site Master
While this promotion is referred to as 'Buy One Get One Free', more complex offers can be created by configuring multiple qualifying product groups and quantities, each with their own pricing. This flexibility allows for a wide range of tailored promotional offers to be set up.
Bookings
Head Office • Site Master • Site
The bookings module enables locations operating as sites and site masters to record bookings and deposits in advance of an occasion and to be then later redeemed on the Aztec Point of Sale terminal.
C
Category
Head Office • Site Master
Categories are used as part of the product structure.
The product structure is used to group all product types. It consists of five levels, with each item assigned to the lowest level subcategory. Across the ecosystem, this structure supports item filtering, pricing bands, reporting, and stock control.
The product structure is created with the following hierarchy: Division → Sub Division → Super Category → Category → Subcategory
Change Received
Site Master • Site
Change received is used for sites where cash is delivered by a security company, or where coins are brought into the site without being exchanged for notes.
Choices
Head Office • Site Master
Choices provide the option to select optional or mandatory selection of other product options when placing orders on point of sale terminals, iServe and guest face ordering channels.
Choices can be either:
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Added to a Recipe or Standard Line
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Added to another Choice
Clock Times
Site Master • Site
When employees clock in and out of the point of sale terminal clock times must be confirmed as part of the time attendance procedures.
Companies
Head Office • Site Master
A company is the first level within the estate structure beneath the estate itself. One or more companies can be created depending on operational requirements. Although referred to as a "company", some businesses use this level to represent brands, dividing their structure by brand rather than by company. Settings applied at the company level affect only the sites linked to that company.
Config Sets
Head Office • Site Master
Config sets offer additional settings and controls that define the behaviour of point of sale terminals. Depending on the size and complexity of your organisation, you may have multiple config sets tailored to different needs, while smaller operators may find that just one or two are sufficient. Some settings can be enabled and will take effect immediately, whereas others may require further setup and configuration across the platform.
Correction Methods
Head Office • Site Master
Correction methods are used on the point of sale terminal to remove ordered products from an account. Their behaviour depends on the settings applied, allowing different outcomes based on how each method is configured.
Count Locations
Site Master • Site
Count Locations provide an easy-to-use, configurable solution for creating and managing stock count areas within a site. You can define which products belong to each location and set the order in which they appear. When a count is performed, products are displayed in the set order, making audits quicker and more efficient. This feature works with both printed count sheets and the mobile Stocks app.
For example, a bar may be divided into several count locations such as the back bar, fridges, storage areas, and drink wells.
Counts
Site Master • Site
The counts option allows you to record the balance of a repository containing money added through the floats function. Performing counts ensures an accurate and up to date view of all cash held onsite.
Course Hold
Head Office • Site Master
Courses be configured to be held, giving POS operators greater control over the flow of orders to the kitchen. This allows them to select specific courses on the terminal and choose to hold them before sending them through for preparation, helping to better manage service times.
Courses
Head Office • Site Master
Courses are used to aid the preparation of items that are sent to dispense stations by displaying the course on printed materials or kitchen / service screens.
Each recipe, standard line and instruction are assigned a default course.
Currency Details
Head Office • Site Master
For businesses operating in locations such as airports, accepting foreign currency as a payment method may be required. The currency details section allows you to set up the base currency along with exchange rate information. Each foreign currency must be linked to a corresponding payment method to ensure accurate processing and reconciliation.
Customer Prompts
Head Office • Site Master
Customer prompts on the point of sale terminal offer an effective way to capture specific information when ordering certain product groups. Prompts are assigned at site level but can also be configured separately for individual sales areas.
D
Data Cleanse
Head Office • Site Master
The Data Cleanse tool is an additional application installed with Aztec that allows bulk deletion of any product type within Product Modelling. It provides detailed system information about each product, helping you make informed decisions on whether a product can be safely deleted.
Declarations
Site Master • Site
Depending on your organisation’s configuration, declarations can be made against terminals, drawer inserts, or money belts. They serve as a confirmation of the money counted, though not all options may be used, as this depends on your setup and operating practices.
Delayed Ordering
Head Office • Site Master
Delayed ordering allows POS operators to create an order for a chosen pickup time, up to 24 hours in advance, with additional details and configuration rules applied as needed.
Delivery Notes
Head Office • Site Master • Site
Delivery notes can be created either as a new note or by selecting an existing purchase order. Each delivery automatically updates the inventory levels of all products and is reflected in the stock module.
Deposits
Head Office • Site Master • Site
The bookings module enables locations operating as sites and site masters to record bookings and deposits in advance of an occasion and to be then later redeemed on the Aztec Point of Sale terminal.
Dimensions Reports
Head Office • Site Master • Site
Reports can be run at all levels of the point of sale ecosystem in the Reports module known as Dimensions.
Discounts
Head Office • Site Master
Discounts on point of sale terminals offer fixed button options to apply reductions either to the entire order or to selected products, depending on the configuration and setup. They can also be integrated with other applications, such as Voucher Manager, to allow discounts via the redemption of unique voucher codes. Additionally, specific card swipe ranges can be configured to trigger the discount automatically.
Division
Head Office • Site Master
Divisions are used as part of the product structure.
The product structure is used to group all product types. It consists of five levels, with each item assigned to the lowest level subcategory. Across the ecosystem, this structure supports item filtering, pricing bands, reporting, and stock control.
The product structure is created with the following hierarchy: Division → Sub Division → Super Category → Category → Subcategory
Drive Thru
Head Office • Site Master • Site
For sites operating with drive thru, a dedicated plan is created to manage order and payment points, as well as the number of spaces and parking bays available. There are two parts needed to manage the setup for drive thru, firstly adding the space for the drive thru plan and then creating the plan with the required objects needed for ordering and payments.
E
End of Financial Week
Head Office • Site Master
The end of the financial week is defined at company level, specifying the day on which the week closes. This ensures accurate reconciliation of all figures for that period.
Enhanced BOGOF Promotions
Head Office • Site Master
This promotion type has the same functionality as a normal BOGOF but has additional options to control the behaviour of products within a choice.
Estate / Estate Structure
Head Office • Site Master
In the Aztec organisational hierarchy, there is a single estate at the highest level, where certain estate wide settings can be applied.
Event Pricing Promotions
Head Office • Site Master
The event pricing promotion type is a preconfigured set of rules, other promotions, products, and prices that only becomes active when enabled by onsite teams via the point of sale terminal. Once activated, the promotion remains in effect until it is manually turned off.
Exclusive Tax Rules
Head Office • Site Master
Exclusive tax defines a percentage value that is applied on top of the product’s selling price. In most organisations, this is commonly used for service charges. However, in some regions, exclusive tax rates are applied as a form of sales tax to comply with local fiscal regulations.
F
Finance
Head Office • Site Master • Site
The Finance module allows locations operating as sites or site masters to record all financial reconciliation processes for each trading day. This creates a single, reliable source of all monies handled onsite, along with the corresponding completed activities.
Configuration of the module enables different functions, fields to be available when performing finance activities which is managed at Head Office and Site Master levels.
Floats
Site Master • Site
Floats are an optional feature in finance, used to manage drawer inserts, money belts, and ATMs. If these options are not part of your setup, floats do not need to be used or managed in daily activities.
Future Cost Prices
Head Office • Site Master
Both Standard and Purchase Line products can have future cost prices set enabling advanced updates in preparation of the prices changing.
Future Ingredients
Head Office • Site Master
Standard Lines, Recipes and Choice products can have future ingredients set enabling advanced updates in preparation of menu and product changes.
G
H
Holding Zones
Head Office • Site Master • Site
Holding Zones offer an enhanced stock taking function by allowing each outlet within a site to be counted separately. This enables the generation of detailed stock results, providing greater insight and control over reporting and stock management. Stock is initially received into a designated Purchase Zone through delivery purchases, and products are then transferred to individual zones to update stock levels accordingly. A consolidated stock result is also produced for the entire site.
Hotel Divisions
Head Office • Site Master
Hotel divisions are primarily used for integrations with hotel Property Management Systems (PMS), categorising sales revenue into defined groupings so the PMS can identify the type of charge and allocate the revenue accordingly. Additionally, they can be used to group items on bills and receipts, allowing for consolidated totals such as food and drink to be displayed.
Hotel Import
Head Office • Site Master • Site
The Hotel Import application enables the configuration of sales data imports from hotel property management systems using a CSV file. This allows hotel sales information to be included in selected reports and combined with any payment values recorded in the Finance module.
I
Inclusive Tax Rules
Head Office • Site Master
Exclusive tax defines a percentage value that is applied on top of the product’s selling price. In most organisations, this is commonly used for service charges. However, in some regions, exclusive tax rates are applied as a form of sales tax to comply with local fiscal regulations.
Increase Float
Site Master • Site
If you’re using drawer inserts and need to add extra float funds without swapping notes for coins, use the increase drawer float option to perform this action.
Initialise Threads
Site Master • Site
Before a full stock audit can be carried out, all threads must be initialised. This means that their initial opening count values need to be entered as the starting point for the stock system.
Instructions
Head Office • Site Master
Instructions are typically used to assist preparation stations, such as the bar or kitchen, with guidance on how to make a particular item. Instructions contain only basic information and do not include any sales, stock, pricing, or purchasing attributes.
Instructions can be either:
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Added to a Choice
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Typically used where preparation information is required in prepare the item
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Add to a Theme Panel / Shared Panel Design
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Typically used for food and drink modifier screens
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Internal Transfer
Site
For organisations set up to handle internal transfers, this option allows products to be moved from one site to another, ensuring stock can be redistributed to locations where it is needed.
Invoices
Site Master • Site
Invoices can be generated through the sales ledger module and issued to customers as part of the payment process. Invoices provide a detailed breakdown of charges made to an account.
J
Jobs (Comms)
Head Office
Comms jobs are managed through the Communications module and enable the sending and receiving of data between each site and head office.
K
Key Lines
Site Master • Site
Key lines are specific products or subcategories that can be added to selected reports, allowing team members or managers to monitor their sales during a session. For example, they can be used to track performance in sales competitions, such as who can sell the most desserts or hot drinks. By adding these items as key lines, their sales can be easily tracked and analysed.
L
Line Checks
Site Master • Site
Line Checks provide an efficient way to monitor key products throughout a stock period, helping you stay on top of items that previously showed variances or require regular attention. Depending on your system configuration, daily mandatory checks can be set up, prompting you each day via the Things to Do List to complete the required line checks.
Location Tags
Head Office • Site Master
Tags are assigned to as an additional attribute to a products or parts of the estate structure, they then provide an additional option for categorisation when searching and filtering.
M
Machine Claims
Site Master • Site
Machine claims allow point of sale operators to provide guests with a cash payment in the event of a machine discrepancy. When the machine collector visits the site, they will review the claim and decide whether it is valid and should be reimbursed.
Machine Refills
Site Master • Site
When using the machine functions within finance, you can select a machine to be refilled, using cash from onsite sources to fund the machine.
Match Settlements
Site Master • Site
The account class assigned to an account includes a setting that determines whether settlements are matched automatically or manually. If manual matching is enabled, each settlement must be linked to a specific posted charge to record exactly what the payment was applied against.
Matching Table Plans
Site Master • Site
Before table plans can be used on point of sale terminals they must be matched to the button that has been added to the theme panel design.
Misc Expense Types
Head Office • Site Master
Miscellaneous expenses are used onsite to record money spent on additional or ad hoc products and services, typically through petty cash purchases.
When entering an expense onsite, it is recorded against an expense type. Expense types define the settings that are applied during entry and determine how the expense is processed in subsequent operations.
Misc Expenses
Site Master • Site
Miscellaneous expenses is used to reduce onsite cash by recording an entry in the finance module that details the amount spent along with additional information relevant. These records can then be used for reporting or exported to third party accounting and finance systems if required.
Misc Income
Site Master • Site
Miscellaneous income is used to record cash related income in the finance module when no sale has been processed through the point of sale terminal. This may include income from car parks, machines, charity events, or other sources that do not fall under standard product division revenue.
Misc Income Types
Head Office • Site Master
Miscellaneous income is used onsite to record any additional cash money coming in that was not a sale through the point of sale terminal.
When entering an miscellaneous income onsite, it is recorded against an income type. Income types define the settings that are applied during entry and determine how the income is processed in subsequent operations.
Money Belt (Ending Sessions)
Site Master • Site
When a front of house operator who has an active money belt session is finishing up they will need to end their money belt session.
Money Belt (Starting Sessions)
Site Master • Site
Money belt sessions are started by individual point of sale operators to record payments taken through iServe, PIN Pads when performing Pay at Table transactions or point of sale terminals.
With Floats
Without Floats
Multi Buy Promotions
Head Office • Site Master
Multi buy promotions offer the classic combination of selected items for a single reward price. Simply add product groups and quantities, then set a fixed price or optionally define separate prices for each site or sales area for greater flexibility.
N
O
Off Band Pricing
Head Office • Site Master
There may be occasions when specific items require alternative pricing at certain locations. While most products may remain on their standard banded prices, selected items might need to be priced differently. This is where off band pricing becomes useful. It allows individual products to be assigned a special price for specific sites and sales areas, with a defined start date. Multiple dates can also be set to enable gradual price changes over time.
Open Terminal
Site Master • Site
Terminals must be opened before you can place orders or take payments. If a terminal is in Closed for Trading status, it is not operational until it has been opened.
With Inserts
Without Inserts
Order Destinations
Head Office • Site Master
Order destinations are used to classify different types of orders based on where they will be consumed by the guest. This ensures that the appropriate products are available for sale, the correct taxes are applied, and the preparation of items is properly managed in the bar or kitchen.
In some organisations order destinations are also used to determine where a customer may collect their order from because it was ordered one location but will be served somewhere else.
P
Panel
Head Office • Site Master
In a theme, panels are used to organise products and functional buttons for display on the point of sale terminal.
Password Policy
Head Office • Site Master
Rules can be configured to define password length, expiry, and change requirements for back of house users logging into Aztec.
Pay Band Types
Head Office • Site Master
When setting up pay schemes for front of house roles, a pay band is assigned to determine how much the employee is paid. Standard and Overtime pay bands are created automatically, but additional types can be added if needed.
Payment Methods
Head Office • Site Master
Payment methods are primarily used on point of sale terminals to settle balances, but they can also be applied to payments made through guest ordering channels and other specialised payment processes.
Portions
Head Office • Site Master
Portions are assigned to recipes, standard lines or choices to enable that item to have different attributes removing the need of creating multiple instances of the same item, when associated to the product they provide the following possible separate options:
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Ingredients - each portion can have different ingredients and quantities
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Choices - each portion can have different choices
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Prices - each portion can have different selling prices
You might also choose to use portions to have different sizes of the same product, change the course of a product or identify different preparation of a product 'Eat In vs Take Away'.
POS
Head Office • Site Master
To create a point of sale device in Theme Modelling, a POS must first be added to the selected sales area. Additional settings can then be configured to control terminal finance and service charge behaviours as required for business operations.
Prep Items
Head Office • Site Master
Prep items allow you to create bulk or batch recipes containing multiple ingredients to produce a single batch value. These prep items can then be used within other recipes and are available for counting during stock takes, removing the need to calculate individual ingredients separately.
Price Matrix
Head Office • Site Master
The price matrix is where all selling prices are maintained for both standard line and recipe type products. Each product and portion size is assigned a price within a specific price bands. The matrix consists of 702 price bands, ranging from A to ZZ.
Pricing
Head Office • Site Master
All pricing activity is managed in the Standard Pricing module where prices are entered into the price matrix, subcategories are assigned price bands, off band prices are managed and more.
Print Streams
Head Office • Site Master
Print Streams are used to send items to the correct location when being made by a dispense station, either a printer or kitchen service screen.
Each recipe, standard line and instruction is assigned a print stream which is used as its default setting.
Print streams are also used to define where bills and receipts are printed.
Product Configuration
Head Office • Site Master
Product configuration section enables the creation of attributes associated to the setup and management of products which includes Courses | Order Destinations | Portions | Print Streams | Product Groups | Product Structure | Revenue Centres | Supplier and Units.
Product Groups
Head Office • Site Master
Product groups are used alongside special payment methods in finance to ensure that payments apply only to selected items within a specific group. For example, a £10.00 voucher might be restricted to food items only, excluding any non-food items from the payment. This section allows you to create and manage these product groups.
Product Modelling
Head Office • Site Master
The product modelling module is used to create and manage all product types for Aztec and its supporting systems. A range of product types is available to suit the organisation’s requirements, supporting functions such as stock management, supplier ordering, recipe creation, and sales across point of sale terminals, iServe, and guest facing channels through iOrder platform.
Product Structure
Head Office • Site Master
The product structure is used to group all product types. It consists of five levels, with each item assigned to the lowest level subcategory. Across the ecosystem, this structure supports item filtering, pricing bands, reporting, and stock control.
The product structure is created with the following hierarchy: Division → Sub Division → Super Category → Category → Subcategory
Product Tags
Head Office • Site Master
Tags are assigned to as an additional attribute to a products or parts of the estate structure, they then provide an additional option for categorisation when searching and filtering.
Promotional Footers
Head Office • Site Master • Site
Promotional Footers are automated printed footers that are triggered by a set of criteria, which could be for bounce back vouchers, additional information and feedback.
Promotions
Head Office • Site Master
Easily create and manage a wide range of promotional offers to suit your business needs. From buy-one-get-one-free and timed discounts to multi-buy deals and event-based incentives, the module supports flexible configurations tailored to selected products, quantities, sites or sales areas. Promotions automatically activate at the point of sale when qualifying conditions are met, delivering the correct offer to the guest without manual intervention.
Purchase Lines
Head Office • Site Master
Purchase lines are a product type used exclusively for purchasing and as recipe ingredients. They contain supplier purchase information but are not intended for direct sale, and are most commonly used for food ingredients. Across the Zonal ecosystem, purchase lines appear in purchasing and stock related modules, as well as within product modelling.
Purchase Lines can be:
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Added to a Standard Line, Recipe or Prep Item as an ingredient
Q
QR Codes
Head Office • Site Master
QR codes can be set up and printed at the bottom of bills or receipts, allowing guests to quickly access a web page or other function. The most common use is to enable the Pay My Bill feature, where a direct deep-linked QR code takes the guest straight to their table’s payment page.
R
Receipt Footers
Head Office • Site Master
Footer text can be configured to appear at the bottom of a receipt, providing space for marketing messages, branding, site specific details, or seasonal and event updates.
Recipes
Head Office • Site Master
Recipes are products that can be sold through point of sale and guest ordering channels, depending on your organisations requirements recipes may contain ingredients which will be depleted during the ordering, alternatively if inventory is managed outside of Zonal this might not be required. Most typically recipes are used for food and drink items that are made in house such mixed drinks and cocktails.
Recipes can:
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Have other standard lines, recipes, purchase lines and prep items added as ingredients
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Have choices added for optional / mandatory selections during the ordering process
Reinstatement Codes
Head Office • Site Master
After an employee has been terminated they can be reinstated, when performing this function a reinstatement code is assigned.
Reporting Sessions
Head Office • Site Master
Reporting sessions are used across multiple reports to display data within predefined time ranges. They are also used in hotel code allocation to assign different codes to specific sessions.
Reports
Head Office • Site Master • Site
Reports can be run at all levels of the point of sale ecosystem in the Reports module known as Dimensions.
Revenue Centres
Head Office • Site Master
Revenue centres are used to categorise the department or area of sale such as bar, restaurant, or conference and events when charging products to a hotel property management system.
Role Divisions
Head Office • Site Master
Role divisions allow roles to be grouped into sections, helping organisations with many roles create consolidated groups for reporting.
Roles
Head Office • Site Master
Roles are assigned to users and define the activities, functions, and settings they can access or perform. There are two types of roles: Front of House, for users working on point of sale terminals, and Back of House, for users operating within Aztec. Depending on their location and job function, a user may be assigned one or both role types.
S
Safe Transfers
Site Master • Site
When multiple safes are set up, the safe transfer function allows money to be moved between them as needed for operational or procedural purposes.
Safes
Site Master • Site
By default, one safe is always configured. Additional safes can be added as required, depending on site needs and with optional configuration settings.
Sales Area Banding
Head Office • Site Master
Sales area banding serves as the link between a site’s assigned price matrix and the specific price bands to be used. Each sales area and subcategory is assigned a price band. Depending on operational requirements, the same price band can be applied across all areas and subcategories, or a mix-and-match approach can be used with different bands assigned to each. There is no right or wrong method, banding should reflect what works best for the business.
Banding only needs to be completed for those subcategories in use with a specific site and sales area.
Sales Areas
Head Office • Site Master
Each site must have at least one sales area, which is used to assign all point of sale terminals and record all sales transactions. In addition, the sales area can control various settings and options across the system, including different prices and promotions.
Schedule
Site Master • Site
A simple schedule / rota can be created that records working times of employees by job role.
Send Ticket Images
Site Master • Site
Theme Modelling includes additional functionality for printing tickets, which can be used in scenarios such as cloakrooms, door entry, or carvery style dining. As part of the setup an image can be applied to the ticket, if used this has to be sent to a printer.
Send to POS
Site Master • Site
The send to POS sometimes known as STP creates an update for all point of sale and related terminal types so that they contain all of the latest updates made to the system which can include new products, prices, promotions, pos operators, and other theme related settings and configurations.
Session Change (Terminals)
Site Master • Site
At the end of a trading session, the terminal should be session changed. This action updates the finance module with the latest status and prepares the terminal for declaration.
Shared Panels
Head Office • Site Master
A theme panel design is assigned to point of sale terminals to present products and functionality to the operator. The design consists of various elements, one of which is shared panels - panels that can be reused across multiple theme designs without needing to be recreated individually.
Each panel is sized specifically to fit its designated position on the terminal screen, displaying either products or functional buttons and options as required.
Sign Off
Site Master • Site
Depending on the finance setup, a sign off will be required. The most common settings are daily or weekly, with specific conditions that must be met before sign off can take place. Once sign off is completed, all finance entries for the selected period are final and cannot be changed.
Sign Off Payroll
Site Master • Site
At the end of each week, finalise the payroll by assigning the appropriate attendance codes to employees for any days not worked, and then complete the sign-off.
Site Matrix
Head Office • Site Master
The site matrix links each site to its corresponding price matrix. Depending on the organisation’s requirements, there may be only one matrix in use, in which case no updates are needed in this section.
Site Panels
Site
Site panels offer a convenient way for site managers to manage a preconfigured range of products, allowing items to be easily added or removed as needed. Common uses include guest ales, daily specials, or bin end wines.
Site Products
Site Master • Site
Site products offer a convenient way to manage daily specials, custom menu items, and site specific pricing, giving greater flexibility and control at the local level.
Site Variations
Head Office
Site variations provide the functionality to assign shared panel variations to specific sites, either immediately or on a future date. This is particularly useful for managing upcoming menu changes, seasonal offerings, or location specific requirements, ensuring that each site displays the appropriate panel content at the right time without the need for manual updates.
Sites
Head Office • Site Master
Each site can have its own configurations and settings, although most sites will typically follow the same pattern. When creating a new site, the ‘copy’ function can save time by duplicating an existing configuration. Site-specific settings allow the estate to operate with flexibility, enabling different locations to have alternative configurations where required.
Skims
Site Master • Site
When a skim or uplift is performed against a point of house terminal or money belt operator using the Count in Office action, it must first be recorded in the finance module before you can proceed with other actions, such as making a declaration. You will be notified by an entry in the Things to Do List that there are outstanding skims.
Spot Checks
Site Master • Site
An additional way to perform Line Checks is by using the Spot Check function on point of sale terminals. As this is accessed front of house, it’s particularly useful when swapping out kegs, allowing you to record an accurate count of full kegs in real time.
Staff Messages
Head Office • Site Master • Site
Sending messages to the team through the point of sale is a useful way to communicate. Messages can be triggered at different times and targeted to specific job roles, giving you flexibility over who receives them and when.
Standard Lines
Head Office • Site Master
Standard lines combine the features of purchase lines and recipes into a single product, offering a simple way to manage items that are bought and sold without the need for additional setup. This product type is typically used for drinks, where the entire item purchased or a portion of it is sold directly to the customer without requiring specific recipe adjustments.
Standard Lines can:
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Have other standard lines, recipes, purchase lines and prep items added as ingredients
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Have choices added for optional / mandatory selections during the ordering process
Standard Pricing
Head Office • Site Master
All pricing activity is managed in the Standard Pricing module where prices are entered into the price matrix, subcategories are assigned price bands, off band prices are managed and more.
Statements
Site Master • Site
Statements can be generated through the sales ledger module and issued to customers as part of the payment process. Statements provide a detailed breakdown of invoices for an account.
Sub Divisions
Head Office • Site Master
Sub divisions are used as part of the product structure.
The product structure is used to group all product types. It consists of five levels, with each item assigned to the lowest level subcategory. Across the ecosystem, this structure supports item filtering, pricing bands, reporting, and stock control.
The product structure is created with the following hierarchy: Division → Sub Division → Super Category → Category → Subcategory
Subcategory
Head Office • Site Master
Subcategories are used as part of the product structure.
The product structure is used to group all product types. It consists of five levels, with each item assigned to the lowest level subcategory. Across the ecosystem, this structure supports item filtering, pricing bands, reporting, and stock control.
The product structure is created with the following hierarchy: Division → Sub Division → Super Category → Category → Subcategory
Super Categories
Head Office • Site Master
Super categories are used as part of the product structure.
The product structure is used to group all product types. It consists of five levels, with each item assigned to the lowest level subcategory. Across the ecosystem, this structure supports item filtering, pricing bands, reporting, and stock control.
The product structure is created with the following hierarchy: Division → Sub Division → Super Category → Category → Subcategory
Supplement Banding
Head Office • Site Master
Supplement banding is an optional feature that enables products from certain subcategories when sold through a choice to have a different price compared to its normal selling price.
Suppliers
Head Office • Site Master
When creating purchasable products (Standard Lines and Purchase Items) in Product Modelling, suppliers are assigned to indicate where the items are sourced from. Additionally, when using the Purchasing module, a supplier is required to generate a delivery note.
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Table Plans
Site Master • Site
Table plans offer a visual representation of the site, or specific areas within it. Up to 25 plans can be created to suit different layouts or operational needs.
Tag Groups
Head Office • Site Master
Tag groups are linked to tags and offer enhanced capabilities for advanced product filtering, reporting and analysis. In most cases, the 'default' group is sufficient for tag creation, making additional groups an optional feature.
Tags
Head Office • Site Master
Tags are assigned to as an additional attribute to a products or parts of the estate structure, they then provide an additional option for categorisation when searching and filtering.
Termination Codes
Head Office • Site Master
When an employee leaves the business, and terminated from Aztec a code is assigned to record the reason for their departure. By default, there is a selection of both voluntary and involuntary codes, but additional codes can be created and managed as needed.
Threads
Head Office • Site Master • Site
Threads are assigned to a product division, which means any standard line, purchase line, or prep item within that division will be included in stock counts for the selected thread. Depending on the organisation’s requirements, there may be one thread per division, or multiple threads for the same division. For larger businesses, it is common to have two threads: one for an Auditor and one for a Manager. In this setup, both threads operate independently and produce their own stock results.
Tickets
Head Office • Site Master • Site
Theme Modelling includes additional functionality for printing tickets, which can be used in scenarios such as cloakrooms, door entry, or carvery style dining. As part of the setup an image can be applied to the ticket, if used this has to be sent to a printer.
Timed Promotions
Head Office • Site Master
Timed promotions allows a group of products to be sold at a different price during specified time periods.
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Units
Head Office • Site Master
Units are used in the creation of products to record the correct unit of measure for product purchase information, ingredient consumption and stock reconciliation.
The three most common unit types are:
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Weight
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Volume
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Items
Uplift
Site Master • Site
When a skim or uplift is performed against a point of house terminal or money belt operator using the Count in Office action, it must first be recorded in the finance module before you can proceed with other actions, such as making a declaration. You will be notified by an entry in the Things to Do List that there are outstanding skims.
User Fields
Head Office • Site Master
When creating new users, a set of default fields is available. You can also create additional custom fields to capture more information, or modify the default fields for example, by making them mandatory.
User Positions
Head Office • Site Master
User positions, while mandatory, are most commonly used when pay rates are assigned to users and when access controls are applied. Positions help determine which users can view others. For example, a manager may be able to see all users, whereas an assistant manager (who also has access to Staff & Security) can only see themselves and any users in positions below them. They would not be able to view users in higher positions.
Users
Head Office • Site Master • Site
Users are created to access both the back of house application and point of sale terminals. They can be assigned to either one role type or both, depending on where you are creating users there are slightly different flows.
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Variable Weight Products
Head Office • Site Master
Some products, such as meat and fish, are sold in variable weights and supplied within a range (e.g. ‘x to y’). To manage this and integrate with Acquire, special configurations can be added to the purchase line product to enable this functionality.
Variance Reasons
Head Office • Site Master
When carrying out selected onsite tasks in the Finance module, any variance must be accompanied by a selected reason to record the type of variance.
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Waste
Site Master • Site
When using Stocks it is a good idea to record known waste into the stock system to this is accounted for when performing stock takes and line checks.
Front of house on the point of sale when using selected correction methods these will also record products as waste.
Workflows
Head Office • Site Master
The finance workflow is a preconfigured set of steps which guides a back of house operator through performing finance activities, all activities for the finance module are included and customisation for the options included cannot be made.
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ZCF
The Zonal Connect Framework is one of the core tools that enables orders from external channels to flow seamlessly into the point of sale network.
ZCPS
Zonal Card Payment Service is the application that enables integrated card payments across point of sale transactions.
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