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Aldelo Express Cloud User Manual

Aldelo Express Cloud
01: GETTING STARTED
>>  01: GETTING STARTED

​>>  02: HOME MENU

>>  03: ANALYTICS MENU

>>  04: MARKETING MENU

>>  05: PRODUCTS MENU

>>  06: STAFF MENU

>>  07: SETTINGS MENU

>>  08: MARKETPLACE MENU
​

>>  09: ALDELO PAY MENU
Aldelo Express Cloud
Accessing the Aldelo Express Cloud Back Office

Aldelo Express Cloud
1.   Visit my.aldelo.express.
Aldelo Express Cloud
2.   Enter your Express account login.
Aldelo Express Cloud
3.   Select the Store you wish to manage.
Aldelo Express Cloud
4.   Now the entire back office and reports are at your fingertips.

Access From Aldelo Express App
Aldelo Express Cloud
1.  Click the Menu icon at the top left of the screen to show the menu.
Aldelo Express Cloud
2.  Click the Manager option opens Express Cloud on your web browser
Aldelo Express Cloud
3.  Enter your Express account login.
Aldelo Express Cloud
4.  Select the Store you wish to manage.
02: HOME MENU

Aldelo Express Cloud
03: ANALYTICS MENE
1.   Select any of the Analytic Reports for your operating details.

Aldelo Express Cloud
1.   Select any of the Analytic Reports for your operating details.
04: MARKETING MENU

Aldelo Express Cloud
05: PRODUCTS MENU
1.   Select the appropriate Marketing menu options to manage marketing activities.

Add Items
Aldelo Express Cloud
1.   Select Product panel on the left side of the screen.
Aldelo Express Cloud
1.   Select Product panel on the left side of the screen.
Aldelo Express Cloud
3.   If necessary create a new menu group (i.e. Appetizers, Entrees).
Aldelo Express Cloud
4.   Expand the menu group you wish to add the new item to.
Aldelo Express Cloud
5.   Click the Plus button to add new item entry.
Aldelo Express Cloud
6.   Add the new item and price and then click Save once finished.

Quick Add Modifiers
Aldelo Express Cloud
1.   Select Quick Add Modifiers from the expanded Products panel.
Aldelo Express Cloud
2.   Click Add New Modifier.
Aldelo Express Cloud
3.   Click the Plus button to add new modifier, the price can be 0, when finished click Save.

Item Setup
Aldelo Express Cloud
1.   Select Items Setup from the expanded Products Panel.

The menu groups (i.e. Appetizers,Entrees) will be shown in the left column. Items that are in the currently selected menu group will be in the right column.
Aldelo Express Cloud
2.   If creating a new menu group click Add New Group.
Aldelo Express Cloud
3.   Enter the new menu group name and then click save.
Aldelo Express Cloud
4.   Click on the menu group you wish to add a new item to. Then click Add New Item.
Aldelo Express Cloud
5.   Enter the required info indicated with the * and in blue text color.
Aldelo Express Cloud
6.   Once you are done creating the item click save.
Aldelo Express Cloud
7.   To reposition group or item, click and drag to the desired position.

Modifiers Setup
Aldelo Express Cloud
1.   Select Modifiers Setup from the expanded Products panel.
Aldelo Express Cloud
2.   Select Create New Modifier.
Aldelo Express Cloud
3.   Click Save once finished with creating new modifier.

Pizza Setup
Aldelo Express Cloud
1.   Select Pizza Setup from the expanded Product panel. Then select Pizza Sizes.
Aldelo Express Cloud
2.   Enter the different pizza sizes offered. (i.e.Small, Medium, Large, X-Large).
Aldelo Express Cloud
3.   Next select Pizza Crusts.
Aldelo Express Cloud
4.   Select Create Base Modifier.
Aldelo Express Cloud
5.   Create a modifier called  "Base Crust".
Aldelo Express Cloud
​6.   Select "Base Crust" from the drop down menu and create the name for the crust (i.e. Thin, Stuffed). Also enter a price for the crust if necessary and click Add Pizza Crust.
Aldelo Express Cloud
7.   Next select Pizza Sauces.
Aldelo Express Cloud
8.   Click Create Base Modifier and create a modifier called "Base Sauce".
Aldelo Express Cloud
9.   Select "Base Sauce" from the drop down menu and enter the sauce name(i.e. Tomato, White, BBQ). Once done click Add Pizza Sauces.
Aldelo Express Cloud
10.   Next select Pizza Toppings. Select Create Base Modifier and create a modifier called "Base Topping".
Aldelo Express Cloud
11.   Select "Pizza Topping Base"from the drop down list and enter the topping name and and price for each size.
Aldelo Express Cloud
12.   If adding multiple toppings select Add Topping. Once finished adding all the toppings click Add Pizza Toppings.
Aldelo Express Cloud
13.   Select Create Base Item and create an Item called "Base Pizza".
Aldelo Express Cloud
14.   Click Extended Settings (Modifiers, Prices, and More).
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15.   When create "Base Pizza" if pizzas print to a different Kitchen Printer click on Show Extended Settings and Select the correct printer under Printing Options.
Aldelo Express Cloud
16.   Select "Base Pizza" from the drop down list and enter the pizza name(i.e. Pepperoni, Hawaiian, Vegetarian). Enter the price for each size. If a size is not offered for the pizza leave the price blank.
Aldelo Express Cloud
17.   Enter the price for pizza item. To exclude a size from the list, leave its field blank.
Aldelo Express Cloud
18.   Once pizza build is finished, the created pizza top level item will be shown in menu.

Matrix Setup
​Using the matrix is helpful in creating multiple items quickly. For example different T-shirt sizes and colors or different number of chicken wings and flavors.
Aldelo Express Cloud
1.   Select Matrix Setup and click Create Base Item.
Aldelo Express Cloud
2.   When creating the Base Item, the product group is where all created items be associated with.
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3.   Edit extended setting as necessary, such as printing options.
Aldelo Express Cloud
4.   Add and edit matrix columns, such as size, color, etc.
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5.   Delete irrelevant items generated in the matrix.
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6.   View the matrix items once built is succeeded.

Advanced Pricing
Advanced Pricing is useful for changing an item price automatically such as Happy Hour Pricing.
Aldelo Express Cloud
1.   Click on Advanced Pricing.
Aldelo Express Cloud
2.   Select auto pricing setup.
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3.   Select a group to set up the auto pricing.
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4.   Click on Add New Schedule and select the days of the week and times of day you would like the auto pricing to take effect.
Aldelo Express Cloud
5.   If you want to globally update prices rather than auto pricing, select global price updates.
Aldelo Express Cloud
6.   Then select the items you wish to participate in the global price updates.
Aldelo Express Cloud
7. Select how you would like to change the pricing either by percentage or amount and enter the amount you would like to change it by.

Count Down
Count Down is useful in helping the servers know how much of an item is in stock.
Aldelo Express Cloud
1.   Select the menu group of the items you would like to setup count down.
Aldelo Express Cloud
2.   Click on the item and enter the amount that is currently available.

Product Groups
Aldelo Express Cloud
1.   Product Groups helps you group items together and display in POS order entry.
Aldelo Express Cloud
2.   Create a new product group and save.
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3.   To edit a product group, select from the product group list.
Aldelo Express Cloud
4.   You can also create or edit product groups from the Product panel.
Aldelo Express Cloud
5.   The extended settings allow for certain groups to only be available for certain order types.
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6.   In the extended settings panel of product group, you can also setup availability schedules.
Aldelo Express Cloud
7.   In the extended settings panel of product group, you can also setup order type and other defaults.

Report Categories
Aldelo Express Cloud
1.    Report Categories helps you categorize items in reports.
Aldelo Express Cloud
2.   Click on Create New Category to add a new report category.
Aldelo Express Cloud
3.   To edit a report category, simply click on an existing report category from list.
06: STAFF MENU

Quick Add Employee
Aldelo Express Cloud
1.   Click on the Staff panel on the left of the screen and click Quick Add Employee.
Aldelo Express Cloud
2.   Click Add New Employee.
Aldelo Express Cloud
3.   Fill out the necessary Info for the employee. If adding multiple employees click Add New Employee. Once done click Save.

Employees
Aldelo Express Cloud
1.   Click Add New Employee to create a new employee. You can also click an existing employee to edit.
Aldelo Express Cloud
2.   For extended employee setup options, click the extended settings option.
Aldelo Express Cloud
3.   Once finished editing the employee, click save.

Scheduling
Aldelo Express Cloud
1.   Click on Scheduling and select an employee from the drop-down menu.
Aldelo Express Cloud
2.   Enter in the schedule information for each day.
Aldelo Express Cloud
3.   To view a summary of the employee's schedule click the arrow next to Email Schedule.
Aldelo Express Cloud
4.   To edit schedule, click the day associated with the schedule.
Aldelo Express Cloud
5. To duplicate a schedule, select the employee that you like to duplicate schedule on.
Aldelo Express Cloud
6.   To email schedule to employee, click the Email Schedule option.
Aldelo Express Cloud
7.   When emailing schedule, simply enter the employee email address if not already pre-loaded.

Time Card
Aldelo Express Cloud
1.   Select the employee from the drop-down menu and click Current Pay Period to view the employee's current time cards.
Aldelo Express Cloud
2.   Click Email Time Cards to be able to email time cards to employee.
Aldelo Express Cloud
3.   Enter the email address you wish to send the time cards to and click Send.

Pay Periods
Aldelo Express Cloud
1.   Select the pay period from the drop-down menu.
Aldelo Express Cloud
2.   You are now able to view the current information for the selected pay period.

Job Titles
Aldelo Express Cloud
07: SETTINGS MENU
1.   Click Job Titles under the expanded Staff panel. Here you are able to add new Job Titles or edit existing ones.

Store Config -General Config
Aldelo Express Cloud
1.   Click on Settings -Store Config -General Config
Aldelo Express Cloud
2.   In this area you are able to change basic info such as the Owner's name and store logo.
Aldelo Express Cloud
3.   You are also able to change the contact and address info of the store.
Aldelo Express Cloud
4.   The Order Type Config tab allows you to change settings based on the Order Type (i.e.Requiring Customer Name or Prompting for Guest Count).
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5.   Once done click Save to finalize all the changes.

Store Config -POS Config
Aldelo Express Cloud
1.   The POS Config tab allows you to modify different options for using the POS. (i.e. Showing Ticket Numbers, Auto Gratuity or Enabling Half Orders).
Aldelo Express Cloud
2.   Once done click Save to finalize all the changes.

Store Config -Hostess Config & Financial Config
Aldelo Express Cloud
1.   The Hostess Config tab allows you to set up the Reservation and Wait List features.
Aldelo Express Cloud
2.   The Financial Config tab is where you will set up the Sales Tax and Aldelo Pay if applicable.

Store Config -Receipt & Ticket Config
Aldelo Express Cloud
1.   The Receipt & Ticket Config tab allows you to modify what is printed on both the Guest Check and Kitchen & Bar Tickets.
Aldelo Express Cloud
2.   Once done click Save to finalize the changes.

Store Config -Staff Config & Marketing Config
​
Aldelo Express Cloud
1.   The staff Config tab allows you to modify your Pay Period along with other payroll options. It also affects the Time Card function on the POS.
Aldelo Express Cloud
2.   The Marketing Config tab allows you to modify the marketing options.

Device Config
Aldelo Express Cloud
1.   The Device Config tab list all the iPad devices that have been connected to the account.
Aldelo Express Cloud
2.   To modify a device click on the device number.
Aldelo Express Cloud
3.   Once done click Save to finalize all the changes.

Security Config
Aldelo Express Cloud
1.   The General Securities tab allows you to set the level require for access to certain options.
Aldelo Express Cloud
3.   The POS Securities tab allows you to set the level for basic POS options.
Aldelo Express Cloud
2.   The Order Type Securities tab allows you to set the level required for certain options relating to Order Types.
Aldelo Express Cloud
4.   POS Securities tab includes common options such as changing item prices, adding discounts and voiding items and orders.
Aldelo Express Cloud
5.   The Hostess Securities tab allows you to change the level require to access the hostess options.
Aldelo Express Cloud
6.   The Financial Securities tab allows you to set the level of common options such as allowing tax exempt and viewing the end of day.
Aldelo Express Cloud
7.   Receipt & Ticket Securities tab allows you to set the level for reprinting the guest check and reprinting the packing ticket.
Aldelo Express Cloud
8.   The Staff Securities tab allows you set the level for different time card options.
Aldelo Express Cloud
9.   The marketing Securities tab allows you to set the level for marketing related options.

Discount
Aldelo Express Cloud
1.   Click on Create New Discount.
Aldelo Express Cloud
2.   Enter the Discount Name, Discount Type and Discount Rate.
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3.   The extended settings allow you to set effective dates, security levels and restrict how the discount can be used.
Aldelo Express Cloud
4.   Once done with the settings, click Save to finish creating the discount.

Surcharge
​
Aldelo Express Cloud
1.   Click on Create New Surcharge.
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2.   Enter the Surcharge Name, Type and Rate and click Save once finished entering in the information.

​Seating & Delivery
Aldelo Express Cloud
1.   Click on Add New Group to add a seating group (i.e. Main Floor, Patio, Bar).
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Aldelo Express Cloud
2.   Click Save to create the new seating group.
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4.   Select the seating group you would like to add tables to and click Add New Table.
Aldelo Express Cloud
6.   You can enable the area for delivery by toggle on the Enabled Area Limitations.
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8.   The postal codes are used to associate with customers, employees, and more.
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Aldelo Express Cloud
3.   The new seating group will show up on the left hand column.
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5.   Enter in the table information and click Save once finished.
​

Aldelo Express Cloud
7.   Once enabled you are able to set the miles you are willing to deliver to. The allowed area will be highlighted in red.
Aldelo Express Cloud
9.   Simply enter the postal code and related info as presented by on the screen.
08: MARKETPLACE
​
Aldelo Express Cloud
1.   Click the Marketplace to visit Aldelo's Marketplace online store.
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Aldelo Express Cloud
2.   Aldelo's Marketplace provides products and services that further enhances your store operations.

Sales

Marketplace
Capital Funding
​Interchange vs Flat Rate?
Referral Partners
Account Updates

Support

Getting Started
Videos
Downloads
Tested Hardware
​24/7 Tech Services
​
Merchant Portal

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API
Integrated Apps
Developer Partners

Company

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About
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