Coffee Shop Manager Version 3 Highlights

Coffee Shop Manager
Version 3.1 Highlights

CSM Version 3.1
www.coffeeshopmanager.com

Photos On Buttons

Choose from a wide
assortment of photos or
clip art to use on your
buttons. Need a Mocha
button? Set the Mocha
on the counter, using a
connected Webcam tap
the Take Photo button,
now the button shows
the captured photo.
Compatible with any
existing BMP, GIF or JPEG
clip art. A menu can now
be anything from a single
photo of an item, to rows
of photos, to rows of text
buttons similar to
Classic CSM.

CSM Version 3.1

Multiple Builder Screens

Our Espresso Builder
system has been
enhanced to allow
any number of builder
screens to be utilized,
such as one for hot drinks
and one for smoothie
drinks, wine builder, ice
cream builder, pizza
builder, etc.

CSM Version 3.1

Expanded Tabs & Buttons
The number of tabs is
limited only by screen
space. You may designate
up to 1/3 of the top
portion of the screen to
contain tabs which may
each contain Multiple
Builder screens, (a page
of 66 buttons), the Order
Queue and required
Register Screen. In
addition, a 1024x768
mode is available to allow
additional items on pages
and more screens.

CSM Version 3.1

Time Based Menus

Screen shot goes here.

Set up different menus to
be displayed for
breakfast, lunch and
dinner, happy hour or any
time you specify. Menus
switch in just seconds,
once the current
transaction is completed.

CSM Version 3.1

Item Prompts / Prompt Designer
This feature replaces the
Food Modifier system
with a more flexible with
a much easier to set up
prompt system. The new
layout presents options
such as “Conditional
Modifiers” and the layout
can be free form. This
feature can make full use
of photos and graphics

CSM Version 3.1

Improved Card System

All types of card
transactions may now be
grouped into a single
sale. You can purchase
any number of new cards
and charge up any
number of existing
accounts right along with
purchasing your drink, all
with one easy
transaction.
Customer accounts may
be easily combined with
just a swipe of the old
and new cards. You may
now charge a tip to a
customer account,
regardless of tender type
used.

CSM Version 3.1

Promotional System

Screen shot goes here.

Enables the store owner
in setting up frequent
buy promotions. Promos
in addition to the
Espresso Buy X get Y can
be based on a points or
be creative and set up
additional Buy X get Y
options.

CSM Version 3.1

Enhanced Discounts & Coupons
Discounts can be planned
for in advance and set on
a schedule, or allowed
directly in the register as
a discount key. Discounts
can be assigned to
coupons. Coupons you
have running in various
media can now be
tracked to measure the
effectiveness of your
programs. The feature
allows you to print
coupons on receipts that
can be item sensitive.

CSM Version 3.1

Role Based Employee Security
Security has been
expanded to use roles,
such as Cashier, Owner,
Janitor, etc. You may set
permissions separately
for an individual
employee for menu items
and features , or assign
the employee to a role
for instant set up. Edit
the role settings to easily
change permissions for
that whole group of
employees.

CSM Version 3.1

Staff Center
This is a new area
devoted to keeping the
employees well informed
with features such as
scheduling, store email,
Message of the Day and
help with the Upsell
promotions. Personal
Options allows the
employee to personalize
certain colors, input
options and other
settings. My Tips allows a
clerk to see their tip
totals by date range as
well as their top
customers.

CSM Version 3.1

Employee Scheduling

Based on the Outlook
model, scheduling is now
extremely simple: just
point and click between
the Employee photos and
the calendar. Click
between views of the
day, Work Week, Month
or Year. Click to print any
viewed schedule.
Employee security can be
enhanced by requiring
employees to be on the
schedule to be able to log
in. Employees can
request days off in the
Staff Center

CSM Version 3.1

Employee Tasks
Set up lists of recurring
tasks to be displayed to
employees, such as
cleanup schedules. Set
tasks to be displayed
once, hourly, daily,
weekly, monthly and
yearly. Assign the tasks to
a Role, such as the
JANITOR role for the
cleanup tasks. The
employee who logs into
the JANITOR role will be
assigned those tasks at
the appropriate
time.

CSM Version 3.1

Expanded Inventory System
Inventory may now be
tracked in greater detail,
with Size, Color and Style
capacity. Unlimited Price
Levels allow you to create
special price break levels
for certain customers
such as Wholesale or
Club members.

CSM Version 3.1

Expanded Recipe Level Inventory
The Recipe system has
been expanded to cover
exact tracking of
products, including Milk
and Coffee consumption
that changes on the
fly to cover regular or
decaf, whole or skim.
Recipe ingredients
automatically convert to
whatever units they are
stored in, including
metric system.

CSM Version 3.1

Purchase Orders
Assists the store owner in
determining which items
are low in inventory to
allow accurate and timely
ordering them from the
appropriate vendor. PO
Receipts help move the
order quickly into the on
hand totals of the
inventory system.

CSM Version 3.1

Intuitive Reporting

Reporting makes it easier
to enter the dates for
your reporting period
such as the week, month
or shift and then retain
those settings as you
work with various
reports. Reports may be
quickly exported to PDF,
Excel or Word
documents.

CSM Version 3.1

Online, Mobile, Self-Serve Ordering
Integrated online &
mobile ordering allows
your customers to place
an order on-the-go and
bypass the line anytime.
Your own, branded
mobile ordering app,
online ordering website,
and self-serve ordering
iPad kiosk in the shop will
improve convenience and
customer loyalty

CSM Version 3.1

Tablet Support
Looking for the
convenience of a mobile,
handheld order entry
device? Or looking to
free up counter space?
The streamlined
Microsoft Surface Pro
Tablet is a great solution
and gives you access to
all of Coffee Shop
Manager’s features.

CSM Version 3.1

Coffee Shop Manager Headquarters 3.0
What’s New:
• Rewritten for state of the art
communication technology
• Stores Push & Pull Data to Central
Server
• Real-time Communication
• Better control for corporate
• Role Based User Level Security

Coffee Fest 2013

Why Coffee Shop Manager HQ?
• Easily manage your entire organization
• Make better business decisions
• Simplify labor management
• Boost sales & maximize profits
• Grow your customer base

Coffee Fest 2013

Loyalty Marketing Integration
Kick up your loyalty
program with our
integrated SalesBuilder
marketing program. Go
beyond in-store rewards
and incorporate
automated e-mail or text
message marketing based
on customer behavior
triggers, such as
achieving a reward or
forgetting to visit in a
while.

CSM Version 3.1

System Requirements
To be eligible for a Version 3.1 upgrade, the following system requirements must be in
place:
• Valid support subscription
• Hardware Minimum Requirements Met
• Intel Core 2 Duo or equivalent (or better) processor
• 2-4 GB Ram
• 250 GB Hard drive
• Windows XP Pro, Vista Busines or 7 Pro – 32 bit only.

If you need assistance upgrading on any of these items, please contact your Account
Team at 800-750-3947.

CSM Version 3.1

Getting the Update
Ready to update?

Please complete the upgrade request form here:
http://www.coffeeshopmanager.com/upgrade/
We’ll be in touch to review your individual requirements and schedule the update!

CSM Version 3.1

Coffee Shop Manager Version 3 Highlights

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Coffee Shop Manager Version 3 Highlights