Daily Essentials: Quick Service Guide
Daily Essentials: Quick Reference Guide
Version 10 | Quick Service Operations | Revised: 2/10/2025
1. Daily Startup Procedures
2. Time Clock Management
1. Daily Startup Procedures
⚠️ CRITICAL: Do NOT
enter any sales until you verify yesterday's closeout ran
and batch settled.
Verify Yesterday's Operations
Step 1: Check Sales Dashboard
- Navigate to: Managers Menu → Reports Menu → Sales Reports
- Verify the dashboard shows $0.00 Sales for today
- Confirm yesterday's date column contains sales data
Step 2: Verify Daily Sales
- Navigate to: Managers Menu → Reports Menu → Daily Sales Summary
- Ensure yesterday's sales are properly recorded
Step 3: Confirm Credit Card Batch
- Navigate to: Managers Menu → Credit Card Menu
- The screen should be empty (indicating successful batch)
- If charges remain from yesterday:
- Tap Batch Charges
- Wait for success message
- Tap Exit
2. Time Clock Management
The time clock system prevents discrepancies and streamlines labor monitoring with individual permissions.
Clocking In
- Tap In/Out and enter your login number
- Tap Punch In
- If you have multiple job titles, select the appropriate job role for this shift
✓ Important: Your hourly rate may vary by
job title. Select the correct role for accurate compensation.
Taking Breaks
- Start Break: Tap Break Out
- End Break: Tap Break In
Clocking Out
- Tap Punch Out
- Review your shift details
- If hours are correct: Tap I Agree with this time
- If hours need correction: Tap I Do Not Agree with this time (manager will be notified)
3. Cash Drawer Management
Opening a Cash Drawer
- Access: Managers Menu → Sales Audit
- Tap Not Assigned
- Select the employee name (alphabetical by last name)
- Enter the beginning balance
✓ Quick Count: Use the calculator function
to input bill/coin quantities for easy calculations.
Cash Management During Shift
Skimming Excess Cash:
- Navigate to: Manager Menu → Sales Audit
- Tap Skim Cash Drawer
- Tap the 0.00 next to cashier's name
- Enter skim amount and tap Save
- Paperclip cash with printed slip and place in safe
No Sale (Open Drawer):
- Opens drawer without closing an order
- Tracked in: Daily Sales Summary → Misc History → No Sales
Closing a Cash Drawer
- Access: Managers Menu → Sales Audit
- Select the employee's audit
- When prompted, select Yes to close
- Count drawer to starting amount
- Enter cash deposit amount
- Review and Save
4. Order Entry & Payment Processing
Understanding Menu Items
- Pre-set Quantities: Each item includes specific quantities
- Modifiers: Customize items with sides, drinks, and options
- Auto-insert Biscuit: Meals (except sandwiches) automatically include 1 biscuit
- Click Price Feature: Automatic upcharge for premium items exceeding free allowance
Using Modifiers
Modifiers allow customization of menu items. Required modifiers must be selected before proceeding.
- Blue Tab: Currently active modifier group
- Red Stripe: Required modifier group
- Gray Stripe: Optional modifier group
To modify items:
- Select menu item
- Choose from each modifier group as prompted
- For optional groups, tap Done when finished
- To change modifiers later, tap the modifier on the check
Processing Payments
Credit Card:
- Tap Pay Order
- Tap Credit Card
- Insert card when prompted
- Follow device instructions
Cash Payment:
- Exact amount: Simply tap Cash
- Specific amount: Enter amount, then tap Cash
- Verify with Accept Amount
Split Payments:
- Enter first partial amount using keypad
- Tap first payment type (e.g., Cash)
- Enter second amount or tap payment type for remaining balance
5. Discounts & Tax Exemptions
Applying Discounts
- Enter items on check first
- Tap Discount
- Select appropriate discount type
- For item discounts: Select specific items
- Tap Apply Discount
Tax Exemption
- Enter all items on check
- Tap Tax Exempt
- Choose:
- Single items: Select "Yes" then tap items
- Entire check: Select "No" then confirm
6. Voids & Refunds
Key Difference: Voids are for same-day orders.
Refunds are for previous days' orders.
Voiding Items (Open Check)
- Highlight item and tap Void Delete
- Manager approval required
- Select void reason
Voiding Closed Check
- Access: Managers Menu → Void Check
- Select check to void
- Confirm and select reason
Processing Refunds
- Access: Managers Menu → Refund
- Select cashier/manager name
- Enter refund amount (excluding tax)
- Select refund reason
- Tap Process Refund
- Choose refund method
7. Catering Orders
Creating a Catering Order
- Tap Phone Order → New Phone Order
- Select Catering as order type
- Enter customer phone number
- Fill customer profile with:
- Contact details
- Pickup time (tap Pick Up @)
- Date needed (tap Date Needed)
- Tap Place Order
- Add menu items
- Tap Catering Proposal
- Print and save proposal
House Account (Catering Billed)
To bill for later payment:
- At payment screen, tap Catering Billed
- Use ID Number: 1456
To collect payment later:
- Access: MGR Functions → Catering Bill Payment
- Enter invoice amount
- Process payment (do NOT use "Catering Billed")
- Enter account number 1456
8. Drive-Thru Operations
Taking Orders
- Log in with your ID number
- Tap Next Car to begin order
- When complete, tap Done
Managing Drive-Thru Queue
- Close Next Car: Process payment for car at window
- Park Car: Move slow orders aside
- Break In Order: Handle walk-ups or speaker bypasses
- Change Order: Add items to any car's order
- Dine-In Order: Process front counter orders on drive-thru register
✓ Pro Tip: The yellow "Car No 1" display
shows the current car at the window. Tap to access their
order.