Terminals & Handhelds

Getting started

Getting started

How to clock in and out

This document will show how to clock in and out.

 

Clocking In

  1. Log into the terminal with your personal password.

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  2. If you are clocked out a pop up will appear asking you if you would like to clock in. Select yes to log in at this screen.

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  3. If you have multiple job roles the system will prompt you to select what position you are clocking into after you agree to clock in.

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Clocking Out

Servers and bartenders should make sure they have closed out all of there open orders and run their server report before clocking out.

 

  1. When you are ready to clock out tap the “Clock Out” button that is located on the launch screen.

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  2. A prompt to enter your cash tips will populate.

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  3. After your tips have been entered the terminal will automatically go back to the log in screen. You are now clocked out.

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Getting started

Terminal Launch Screen

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The terminal launch screen is the “launching” point for all the other parts of the POS system. It is a central location where you see updates and notes on what is happening at the store today as well as navigate to other sections in the terminal. Many of the names of the buttons below are links to other pages that further detail what that section of the system does.

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    New order - use new order when you want to start a new tab and assign it to a table number and enter how many guests there are.


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  2. Quick Order - This will let you ring in an order without opening a tab or assigning a table number. This is meant for quick service.
    Example: A customer comes up, orders a pop, pays out right away and the transaction is done.
    If you hit “Send” or “Done” while in quick order it will start a tab with a table number of 0 (zero)



     

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  3. Orders - This is where you can view all of your open or closed orders.


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  4. Tables - This will bring you to table view. Which is a visual picture of the table layout in your establishment. Here you can see all of the open tables or start a new table.


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  5. Edit Tips - This is where you will go to view payments. You can add/edit tips, void a payment, or reprint a credit card receipt.


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  6. No Sale - This will open the cash drawer.

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  7. Clock In - This will clock you in.
    Clock Out - This will automatically take the place of the “Clock In” button after an employee clocks in. This will clock an employee out.



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  8. Functions - This will bring you to the page with all the additional options for terminal use. The options here will depend on your system access level.


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  9. Logout - This is present on all the screens of the terminal, always in the same location. It will log you out of the terminal immediately.


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  10. Add 86 Item - This is a quick button to add items to inventory. The 86’d items section shows what items are out of stock or running low.


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  11. 86’d Area - This section shows what items are running low or out of stock.


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  12. Notes - This section displays whatever notes you choose to leave for the staff. It is a space to leave reminders and updates for staff.

Getting started

Orders Screen

This will detail how to use the orders screen.

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