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Functions Screen

This will detaildetail the Functions screen.

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The Functions screen with numbered markers 1 to 27 on every button: Management Tools, Cash Tools, Reports, Money Management, Close Operations, Tools, Back and Logout

Many of these options are only available to a user with the rights to use the options.

 

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  1. Assign Drawer - Assign a drawer to a bartender so no one else has access to open it. (Expect a manager with rights)

image.pngThe Register User Card button

2. Set Drawer Bank - Set the amount of starting money in the drawer bank. This is usually used in conjunction with “Terminal Report”

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3.1. Register User Card - This registers a log in card for a user.

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The Terminal Sync button

4.2. RefreshTerminal CacheSync - Will pull things from the Backoffice and sync it down to the cloud.terminal. It doesn't need to be done very often, just if someone seems to be out of sync with what is in Backoffice. But any Backoffice changes usually sync when you log out and back in. This is only used as a backup if that doesn't work.
(This button used to be called Refresh Cache.)

 

image.pngThe Settings button

5.3. Settings  - This is where you set peripheral connections for the terminal. If you want a cash drawer, card reader, or a receipt printer connected to the terminal the settings to add them will be found here.

 

image.pngThe Offline CC button

6.4. Offline CC - Turns on Credit Card Offline Mode, so the terminal can keep taking credit cards during an internet outage. The cards are sent for approval once the connection is back.

 

The Enable Training button

5. Enable Training - This will disable printing in the kitchen, payments, and reporting so that you can use the terminal to teach without sending anything into the system.

 

image.pngThe Edit Layout button

7.6.  Edit Layout - Set up or re-arrange your rooms: add, rename and delete sections, add, move, size and number the tables, and draw walls, labels and other shapes on the floor plan.

 

image.pngThe Toggle Price Levels button

8.7. Toggle Price Levels  - This will allow you to manually activate and deactivate any specials that have the option to be turned on manually. 

 

image.pngThe Edit Time Clock button

9.8. Edit timeTime Clock - This will let you fix an employee's time clock for any day, from the terminal: change a clock in, clock out or job role, add a forgotten shift, clear a shift and fix breaks. 

 

image.pngThe Assign Drawer button

9.

Assign
Drawer
-
Assign

a
drawer
to
a
bartender
so no one else has access to open it. (Expect a manager with rights)

 

The Set Drawer Bank button

10. Set Drawer Bank - Set the amount of starting money in the drawer bank. This is usually used in conjunction with "Terminal Report".

 

The Pay-Out button

11. Pay-Out - Takes cash out of the drawer to pay for something, like supplies or a delivery, with a note saying what it was for.

 

The Pay-In button

12. Pay-In - Puts cash into the drawer that didn't come from a sale, with a note saying what it was for.

 

The Deposit button

13. Deposit - Records tonight's cash deposit, the cash taken to the bank, so the daily report shows whether it is over or short. Recording deposits is optional.

 

The Server Report button

14. Server Report - This will print the server report for the user logged in. Or if you have rights it will allow you to print a server report for whichever server you choose from the list.

 

image.pngThe Daily Report button

11.15. Daily Report - Print the daily (current sales) report for your store.

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The Terminal Report button

12.16. Terminal Report - This will print the terminal report. The terminal report uses the set bank the amount entered in “"Set Bank”Bank" to determine what the starting cash value in the drawer was. This will effect the amount owed by the terminal at the end of the shift/day. 

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The Submit Tipout button

13.17. Submit Tipout - This will allow you to send a portion of your tips to another employee. 

 

image.pngThe Cash Paid button

14.18. DistributeCash TipPaid Pool - IfRecords cash you hand to another employee during the day, so it shows on both of your location does tip pooling. Use this to automatically distribute the tip pool to employees you select that were clocked in that day. The tip pool will be divided by time worked.

reports.

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The Cash Received button

15.19. Cash Received - Records cash another employee hands to you during the day, so it shows on both of your reports.

 

The Server Close button

20. Server Close - This will close the server out for the day.

 

image.pngThe Daily Close button

16.21. Daily Close - This will close the business for the day. And batch the credit cards. This can NOT be undone

 

image.pngThe Reverse Server Close button

17.22. Reverse Server Close - This will allow you to re-open a server after they have been closed out.

 

image.pngThe Clean Screen button

18.23. Clean Screen - Use this to turn off the touch interface for the screen for 30 second to clean the screen without pressing any buttons.

 

image.pngThe Calculator button

19. Calculator24. Calculator - Opens a calculator.

 

image.pngThe Check Gift Card Balance button

20.25. Check Gift Card Balance - Check the total amount of money on a gift card.

 

image.pngThe Back button

21. Back26. Back - Returns you to the Launch screen.

 

image.pngThe Log Out button

22.27. Log Out - This will log you out of the terminal. Alternatively it can be used to activate manager rights.