Daily Essentials: Quick Service Edition

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:
1. Tap Batch Charges
2. Wait for success message
3. Tap Exit

2. Time Clock Management

The time clock system prevents discrepancies and streamlines labor monitoring with individual permissions.

Clocking In

1. Tap In/Out and enter your login number
2. Tap Punch In
3. 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

1. Tap Punch Out
2. Review your shift details
3. If hours are correct: Tap I Agree with this time
4. If hours need correction: Tap I Do Not Agree with this time (manager will be notified)

3. Cash Drawer Management

Opening a Cash Drawer

1. Access: Managers Menu → Sales Audit
2. Tap Not Assigned
3. Select the employee name (alphabetical by last name)
4. 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:

1. Navigate to: Manager Menu → Sales Audit
2. Tap Skim Cash Drawer
3. Tap the 0.00 next to cashier's name
4. Enter skim amount and tap Save
5. 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

1. Access: Managers Menu → Sales Audit
2. Select the employee's audit
3. When prompted, select Yes to close
4. Count drawer to starting amount
5. Enter cash deposit amount
6. 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:

1. Select menu item
2. Choose from each modifier group as prompted
3. For optional groups, tap Done when finished
4. To change modifiers later, tap the modifier on the check

Processing Payments

Credit Card:

1. Tap Pay Order
2. Tap Credit Card
3. Insert card when prompted
4. Follow device instructions

Cash Payment:

• Exact amount: Simply tap Cash
• Specific amount: Enter amount, then tap Cash
• Verify with Accept Amount

Split Payments:

1. Enter first partial amount using keypad
2. Tap first payment type (e.g., Cash)
3. Enter second amount or tap payment type for remaining balance

5. Discounts & Tax Exemptions

Applying Discounts

1. Enter items on check first
2. Tap Discount
3. Select appropriate discount type
4. For item discounts: Select specific items
5. Tap Apply Discount

Tax Exemption

1. Enter all items on check
2. Tap Tax Exempt
3. 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)

1. Highlight item and tap Void Delete
2. Manager approval required
3. Select void reason

Voiding Closed Check

1. Access: Managers Menu → Void Check
2. Select check to void
3. Confirm and select reason

Processing Refunds

1. Access: Managers Menu → Refund
2. Select cashier/manager name
3. Enter refund amount (excluding tax)
4. Select refund reason
5. Tap Process Refund
6. Choose refund method

7. Catering Orders

Creating a Catering Order

1. Tap Phone Order → New Phone Order
2. Select Catering as order type
3. Enter customer phone number
4. Fill customer profile with:
• Contact details
• Pickup time (tap Pick Up @)
• Date needed (tap Date Needed)
5. Tap Place Order
6. Add menu items
7. Tap Catering Proposal
8. Print and save proposal

House Account (Catering Billed)

To bill for later payment:

1. At payment screen, tap Catering Billed
2. Use ID Number: 1456

To collect payment later:

1. Access: MGR Functions → Catering Bill Payment
2. Enter invoice amount
3. Process payment (do NOT use "Catering Billed")
4. Enter account number 1456

8. Drive-Thru Operations

Taking Orders

1. Log in with your ID number
2. Tap Next Car to begin order
3. 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.

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