Table of Contents

• I. Approving Employee Actions
• II. Menu & Item Management (86ing)
• III. Fees, Gratuities & Discounts
• IV. Advanced Check Management
• V. Cash Management
• VI. Hardware & Settings
• VII. Staff Management
• VIII. End of Day

1. Identify the Manager Approval Needed modal on the employee's screen
2. Swipe your manager card on the terminal's reader or enter your Employee PIN
3. Tap Approve

1. Locate the approval request banner on your terminal
2. Read the banner to view request details
3. Tap Approve or Deny

1. Tap Global Menu (four squares) and select Edit Menu
2. Select the desired Menu Screen and Menu Group
3. Tap the Menu Item you wish to edit
4. Toggle Mark as unavailable (86) to ON
5. Tap Confirm Changes

1. Navigate to Global Menu (four squares) > Edit Menu
2. Tap the Menu Item you wish to track
3. Toggle in stock to ON
4. Enter the stock count quantity and tap Confirm Changes

1. Open the check and tap Check Options (three dots)
2. Tap Discount
3. Toggle the desired Discount to ON
4. If selecting an Open Discount, enter the Amount ($) or Percentage (%) on the keypad
5. Select Reason, enter the optional Custom Note, tap Save, and tap Done

1. Tap the Menu Item on the check detail view
2. Tap Discount
3. Toggle the desired Discount to ON
4. If selecting an Open Discount, enter the Amount ($) or Percentage (%) on the keypad
5. Select Reason, enter the optional Custom Note, tap Save, and tap Done

1. Open the check and tap Check Options (three dots)
2. Tap Fees to open the interface
3. Tap + for the desired Fee or toggle switch for desired Gratuity to ON
4. Tap Done

1. Open the check and tap Check Options (three dots)
2. Tap Fees
3. Toggle the switch for the auto-applied fee to OFF
4. Tap Done

1. Open the check and tap Check Options (three dots)
2. Tap Discount
3. Toggle the Auto-applied Discount to OFF

1. Open the check and tap the Pencil Icon
2. Update Party Size, Order Type, or Check Label Prefix as needed
3. Tap Done

1. Open the check and tap the Pencil Icon
2. Tap Check Activity to view the history log
3. Tap Done to exit

1. Open the check and tap the Pencil Icon
2. Tap the Print Jobs tab
3. Tap Retry next to an item or tap Retry All

1. Select the item on the check
2. Tap Void Select Void Reason
3. Tap Void to finalize

1. Tap Global Menu (four squares) End of Day
2. Scroll to the Open Checks list
3. Tap Force Close next to the desired check
4. Tap Continue to confirm

1. Open a check containing only unsent items
2. Tap Check Options (three dots) Clear
3. Tap Clear Check to confirm

1. Open the check and expand payment details by tapping the horizontal line
2. Tap the Payment you wish to reverse Void
3. Verify the updated Balance Due

1. Ensure all payments on the check have been voided first
2. Tap Check Options (three dots) Void
3. Select a Void Reason and tap Void Check

Checks can only be refunded from a previous day

1. In the Bridge, navigate to Checks
2. Locate and click on the check to open Check Details
3. Click Refund Payment in the top right
4. Select Partial or Entire and click Refund

1. Tap Global Menu (four squares) > Pay In/Pay Out Pay In
2. Enter Amount and select a Reason
3. Enter optional Notes and select Payment Method
4. Tap Record Pay In Confirm Pay In Done

1. Tap Global Menu (four squares) > Pay In/Pay Out Pay Out
2. Enter Amount and select a Reason
3. Enter optional Notes and select Payment Method (if not cash)
4. Tap Record Pay Out Confirm Pay Out Done

1. Navigate to Global Menu > Cash Banks
2. Tap the Cash Bank you wish to modify Adjust Starting Amount
3. Update the Dollar Amount and enter a Note
4. Tap Adjust the Starting Amount to $$$

1. Navigate to Global Menu > Cash Banks
2. Tap the Cash Bank you wish to reopen
3. Tap Reopen Closed Bank

1. Tap Global Menu > End of Day
2. Scroll to the Open Banks list
3. Tap Force Close next to the desired bank

1. Tap Global Menu > Settings Printers
2. Locate the desired printer and tap Select Printer
3. Tap Print Test Receipt to verify the connection

1. Tap the Card Reader icon (flashing red) in the top right
2. Tap Connect Reader Select device Connect
3. Icon will disappear or turn solid green when successful

1. Navigate to Global Menu > Settings Network Test
2. Tap Start Network Test

1. In the Bridge, navigate to Staff > Time Cards
2. Click the Time Card row to edit, or click + Add Shift
3. Adjust Start Time, End Time, or Breaks
4. Click Save

1. Tap Global Menu > End of Day
2. Scroll to the Clocked In Employees list
3. Tap Clock Out next to the employee's name

1. Tap Global Menu > Cash Banks select bank Close Bank
2. Enter Total Amount or select Count Bills
3. Add optional Notes Close Bank Done

1. Current Day: Tap Global Menu > Shift Report
2. Past Day: Global Menu > End of Day Date drop-down Select Date
3. Tap Print Z Report

1. Tap Global Menu > End of Day
2. Ensure checks/banks closed and employees clocked out
3. Tap the illuminated End Day button