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Getting Started: Training Guide

MS Info
  • Updated

1. ID Screen Overview

  1. Check Date & Time: Ensure the correct time is displayed on each terminal.
  2. Verify Terminal Info:
    • Look for the grey box showing Terminal Name (e.g., POS1).
    • Confirm the license status says “Licensed.” If it says “Days remaining,” verify your internet connection and contact support.
  3. Log In:
    • Enter your assigned ID #.
    • Use the ID to access the Time Clock, Manager Menu, or Ordering Screen.
  4. Chalkboard Display: Use the chalkboard area to view business name, address, and any custom messages or promotions.

2. Manager Menu (Part 1) - Basic Employee Setup

  1. Open Employee Maintenance:
    • Choose from Employee Maintenance (for adding/editing employees), Change Access (to adjust access numbers), or Scheduler (to create schedules if enabled).
  2. Time Clock Functions:
    • Use Edit Employee Time to adjust clock-in and clock-out times.
    • Select Edit Tips to modify cash tips claimed by servers/bartenders.
  3. Start Audit: Begin an audit for an employee manually or set it to start automatically.

3. Employee Record Management

  1. Terminate vs. Remove:
    • Terminate an employee to disable their profile but retain records (they’ll no longer appear in payroll).
    • Use Remove to permanently delete an employee profile.

4. Time Clock Functions

  1. Edit Employee Time: Adjust clock times or add shifts.
  2. Edit Tips: Modify claimed cash tips.
  3. Send Employee Messages:
    • Select specific employees, departments, or all employees.
    • Write and set a delivery date for messages.
  4. View Messages: For managers to review messages if not clocking in.

5. Order Screen

  1. View Tab Details: See tab name, seat number, and check total at the top.
  2. Select Category: Choose item categories from the right side.
  3. Choose Menu Items:
    • Select items to add to the check.
    • Follow prompts for modifiers if needed.
  4. Use Function Buttons: Quick access options like Quantity, Repeat Item, and Void/Delete for adjusting orders.

6. Server Menu Functions

  1. Split Check:
    • Tap Split Check, choose the check/tab, and add new virtual checks if needed.
    • Move items between checks, then select Done to save.
  2. Transfer Table: Transfer a table from one server to another.
  3. Merge Table: Combine checks when tables are joined.
  4. Apply Tip: Enter a tip amount for a check.
  5. Phone Order: Enter a phone order for pickup or delivery, filling out details like pickup time and delivery instructions.

7. Server Report (Audit)

  1. Close Individual Audits:
    • Select a server from the list and choose Close Server Audit.
    • Confirm if you'd like to close the audit.
  2. Close All Audits: Choose Close All Server Audits to save time; confirm to proceed for each audit.

8. Managers Menu (Part 2) - Transactions

  1. Void Check: For same-day orders, void items by selecting the check, confirming items, and choosing a void reason.
  2. Refund Menu: For orders from previous days, process refunds by entering the refund amount and selecting payment type.
  3. Transaction Review: View receipts from past dates by selecting search criteria.

9. Daily Close

  1. Prepare for Close Out: Ensure all orders and audits are closed. Only future phone orders can remain open.
  2. Run Close Out:
    • Select Daily Close from the Manager Menu.
    • Enter any cash deposits and use the Calculator if needed.
    • Confirm to finalize the close-out process.

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