The Location Settings screen includes controls that enable you to configure various functions and features for a specific location.
To access the Location Settings screen, log into the Admin Console, select an appropriate account and location. In the Admin Console’s Main Menu, click Location Setup, then click Settings.
Location Info Tab
The Location Info tab includes controls that enable you to record various information about the actual site of the location, such as its name, mailing address, and other formal contact information.
Set/Change Logo: In this box, you can select a graphic to represent the logo for the location. The POS and other apps will display this logo in the Log In and various other screens.
Location Number: In this box, enter the location’s unique location number.
Reseller: In this box, enter the name of the location’s reseller.
Location Name: In this box, enter the name of the location.
Country: In this list, select the location’s country.
Language: This list enables you to override the account’s language setting and set a default language for a specific location. If you select Account Default, the Admin Console and POS will display all labels in the language you set in the account settings. If you select a language (English, Spanish, or Canadian French), the Admin Console and POS will display all labels in the language you select. (If you select a different language for a user in the User Profile screen, that setting will override the location’s language setting when that user is logged in.).
Address: In this box, enter the location’s street address.
City: In this box, enter the location’s city.
State: In this box, enter the location’s state.
ZIP: In this box, enter the location’s ZIP code.
Time Zone: In this list, select the location’s time zone.
Phone: In this box, enter the location’s telephone number.
Support Phone: In this box, enter the telephone number of the location’s support department.
Support Email: In this box, enter the email address of the location’s support department.
Email Reply to Address: In this box, enter the email address that will receive reply emails from customers.
Reporting Start Date: If you click this box, the program displays a calendar, enabling you to select a date. If you select a date, the program will use it as the start date for the sales data that the program will use in its reports.
Use Mock Report Data: If you select this check box, the program will use mock data when generating reports. You can use this feature when performing demonstrations for prospective clients or staff training.
App Settings Tab
The App Settings tab includes controls that enable you to make various settings that effect the performance of the POS.
End of Day: In this list, select the hour that represents the end of the location’s business day.
Preferred Wi-Fi Network: In this box, type the name of the location’s Wi-Fi network. This should be the name of the Wi-Fi network that the location’s POS devices will connect to.
Screensaver Delay: In this list, select the amount of time that the POS will sit idle before running its screensaver.
Seat++: This list enables you to make the Seat++ feature available in the POS. Seat++ automatically increments the numbers of seats when a server adds an order to a ticket.
If you select Enabled with default, the POS will automatically assign seat number “1” to the first items you add to a ticket by default. Each time you tap Seat, the POS will increment the seat number by one and apply it to the next items you order.
If you select Enabled, no default, the POS will not assign a seat number to any ordered items until you tap the Seat button. If you tap Seat, it will assign seat number “1” to the next items you add to the ticket, and then increment the seat number by one each time you tap the Seat button.
If you select Disabled, the POS will not apply seat numbers automatically to ordered items.
Seat Behavior: If you set the location to use the Seat++ feature, you can use this control to set how the POS will begin incrementing seat numbers after you reopen a ticket. If you select First Available Number, the POS will use the number that follows the last used seat number and begin incrementing from there. For example, after tapping Seat++, if the last used seat number in the ticket was “4”, the POS will assign the next item you order to seat number “5”.
If you select Always Increment, the POS will restart the seat number series (starting with “1”) each time you reopen the ticket. This feature may be useful in environments where servers order items in rounds.
Caller ID: You can select this check box to enable the location to use the Caller ID service on the its network.
Send Exits Ticket: If you select this check box, the POS will exit a ticket when you tap Send and access the main room screen.
Room Level Taxes: If you select this check box, the program will allow you to set up a tax that the POS will apply to sales made within a specific room. You can set the POS to apply the room tax and override any other taxes applied “globally”.
User Cards: If you select this check box, staff members will be able to use ID cards to log into the POS. Also, managers will be able to swipe an ID card to authorize an action that requires a manager’s permission.
Quick Receipt: If you select this check box, the POS will include an option for sending a new order and printing the customer receipt immediately.
Labor Scheduling: If you select this check box, the POS will only allow staff members to clock in within the days and times set in the labor shifts defined in the Scheduled Shifts screen. By setting the POS to enforce these labor schedules, you can prevent staff members from clocking in at unscheduled times.
Early Clock In (in minutes): If you set the POS to enforce labor schedules, you can use this box to set the POS to allow staff members to clock in early within a set number of minutes. For instance, if enter “5” in this box, the POS will allow staff members to clock in up to five minutes (but no earlier) before the scheduled shift begins.
Require Checkout Before Clockout: If you select this check box, the POS will prompt servers to perform a checkout before allowing them to clock out.
Time Punch Prints: If you select this check box, the POS will print a time punch summary slip each time a staff member clocks in or clocks out.
Inline Context Items: If you select this check box, the POS will display context items above their associated ingredient items. If you clear this check box, the POS will display context items below their ingredient items.
Ticket Item Sorting: This list enables you to set the POS to sort menu items printed on tickets and customer receipts. If you select Seat/Course, the POS will sort menu items by seat number and menu course. If you select None, the POS will list items in the order in which they were added to the ticket.
Partial Approval POS Prompt: This check box enables you to set the POS to display an alert prompt when partial payments are received for a ticket. If you select the Partial Approval POS Prompt check box, the POS will display a prompt when it receives a partial payment for a ticket. The prompt will state that a partial payment was received and display the amount paid and the amount due. The POS will not print a receipt until a staff member has tapped OK at the prompt. This prompt is intended to alert servers that a partial payment has occurred and that additional payment is pending.
Allow Unshared Kitchen Prints: If you select this check box, the POS will route kitchen slips to printers that are not shared. This feature works best if each POS has a dedicated printer.
Allow Shared Printing Without Sockets: If you select this check box, POS devices will continue sending print jobs to local printers during periods when sockets are down.
Future Orders: If you select this check box, the apps will allow servers to place orders and hold them until a specific time and date in the future.
Kitchen Slip Hold Header: In this box, you can enter the text of a header. The POS will use this text as the header on kitchen slips for held orders instead of the default header (“HOLD”).
Sort Subitems as Ingredients: If you select this check box, the POS will group and list subitems and ingredients together and display them below the main menu item that includes them.
Tax Sub Items Separately: If you select this check box, the POS will apply taxes to sub items based on their own tax categories, instead of taxing them based on the categories of their main items.
Report Sub Item Sales: If you select this check box, the program will list totals for net and gross sales of sub items in sales reports separated from their main items. If you clear this check box, the program will roll up the sales totals from sub items into the net and gross sales totals of main items.
Print Check on Delivery Dispatch: If you select the Print Check on Delivery Dispatch check box, the POS will print a delivery customer’s ticket immediately after you assign a driver to it. This feature enables delivery drivers to receive delivery tickets more quickly and conveniently.
Enable Timed Item Holds: If you select this check box, the POS will allow servers to order an item and then hold it for a set number of minutes. The POS then waits for that period of time to expire before sending the order to the kitchen and printing its kitchen slip.
Payroll Settings Tab
The Payroll Settings tab includes controls that enable you to define the beginning of the location’s standard work week and the range for daily and weekly overtime pay rates.
Work Week Start Day: In this list, you can select the day of the week that the program will use it as the recurring start day of the work week in the location’s payroll calculations.
Weekly Hours Before Overtime Begins: In this box, enter the number of minutes staff members must work within a single week before earning their overtime pay rate.
Daily Hours Before Overtime Begins: In this box, enter the number of hours staff members must work within a single day before earning their overtime pay rate.
Transaction Settings Tab
The Transaction Settings tab includes controls that enable you to include or exclude various features when performing transactions in the POS.
Split Checks: If you select this check box, the POS will include controls that enable servers to split one check into two checks, for multiple customers.
Signature Capture: If you select this check box, the POS will include controls that enable servers to access the Signature Capture panel in the Payment screen. This panel enables customers to provide a signature directly on the screen of the device to validate payments made with credit cards or house accounts.
Email Receipts: If you select this check box, the POS will include an email option in the Payment screen. If a customer selects this option, the POS will send an electric copy of the receipt to the customer via email.
Offline Transactions: If you select this check box, the POS will accept payments with credit cards even when the network is offline. Later, when the network restores its connection with the processor, the POS will authorize all credit card payments made while it was offline.
Checkout Bulk Tips: If you select this check box, the POS will apply a tip amount of “0.00” to all tickets that have no tip amount when the server clocks out of the POS.
Round Up Taxes: If you select this check box, tickets with tax totals that include a fraction of a cent will be rounded up to the nearest whole cent.
Credit Card Tabs: If you select this check box, the POS will open a new tab automatically when you swipe a credit card while viewing the Ticket Information screen.
Credit Card Drawer Pop: If you select this check box, the POS will open the attached cash drawer when you pay a ticket with a credit card. By enabling this option, you can allow servers to claim a tip or deposit a receipt immediately after paying a ticket. (Any cash added or withdrawn cannot be tracked by the program.)
Credit Card Signature Minimum: In this box, you can set a minimum amount for a ticket to require a signature. The POS will only print signature lines on the authorization slip or prompt for a signature capture if the ticket’s amount is equal to or higher than the amount you set in this box.
Refunds: If you select this check box, the POS will include controls that enable servers to perform refunds for tickets paid with cash or credit cards.
Allow Zero Tip Suggestion: If you select this check box, the POS will display the No Tip button along with the other tip option buttons in the Complete Your Order screen. It will also be available in the Online Ordering website, Kiosk, and other apps.
Cash Management Settings Tab
The Cash Management Settings tab includes controls that determine how the POS manages cash drawers.
Drawer Starting Amount: In this box, enter the amount of cash that should go into a cash drawer at the beginning of a shift.
Server Checkouts: This list enables you to require servers to perform a checkout when logging out of a POS connected to a cash drawer.
If you select Not Required, the default setting, the restaurant can effectively close (and receive three green check marks on the Daily Review) by closing all tickets closed and entering all tips for credit card transactions. The system will not enforce or allow any tip balancing to occur through the drawers. The program will assume tips have been paid and reflect against the TOTAL cash on reports.
If you select Required, the system will require all servers are checked out and all open cash drawers are closed before receiving a green check mark under Cash on the Daily Review page. Once all servers check out, the system will not enforce or allow any tip balancing to occur through the drawers. The program will assume tips have been paid and reflect against the TOTAL cash on reports.
If you select Required with Balancing, the system will require all servers to check out and balance before receiving a green check mark under Cash in the Daily Review page. Using this option, the system will allow you to balance a server through the cash drawer. The system will not assume all servers are balanced and the reports for the day’s cash will include any unbalanced server totals.
Cash Rollup: If you select this check box, the POS will print a single total amount for all cash transactions performed during the server’s shift in the Server Checkout Reports.
Actual Cash Counting: If you select this check box, the POS will require a manual count of the cash in any cash drawer used in the location. The POS will not close a cash drawer until you enter a cash count amount, and the system will report any difference between the System Expected Cash amount and the User Committed Cash value. If you clear this check box, the system will not prompt for or require a cash count to close cash drawers.
Allow Multiple Staff on a Cash Drawer: If you select this check box, the POS will allow multiple staff members to access a single cash drawer using the same device.
Print No Sale Slips: If you select this check box, the POS will print a slip whenever a No Sale transaction is performed. This slip will include the time, date, and the name of the device that performed the transaction.
Round Cash Due: This list enables you to set the POS to round the total amount due for tickets paid with cash down to a preset multiple. This feature enables you to perform cash transactions with simple change amounts.
If you select Disabled, the POS will not round down the due amount for cash transactions.
If you select Round Down, the POS will round all cash due amounts down to the multiple specified in the Round To box. When you select Round Down, the program will display the Round To box. In the Round To box, you can enter the multiple that you want the POS to round down to. For instance, if you enter “.05”, the program will round cash due amounts down to the nearest multiple of 5 cents (such as 41.35”).
Checkout Report Category Sales: In this list, you can set the POS to print either gross or net totals as the Sales total on server checkouts.
Advanced Settings Tab
The Advanced Settings tab includes controls that control various other features.
Modify Staff on Paid Tickets: If you select this check box, the POS will allow you to change the server associated with a paid ticket. If you clear this check box, the POS will allow servers to access a paid ticket’s Info screen, but not change its server.
Discount Restrictions: This list enables you to restrict certain discount types or actions performed at the POS. If you select Discounts and Negative Adjustments, the POS will allow servers to add discounts to an item, or an adjustment with a negative amount to the ticket, but not both.
If you select Multiple Negative Adjustments, the POS will not allow servers to add more than one adjustment with a negative amount to a ticket. If you select Both, the POS will not allow servers to add both discounts and negative adjustments to the same ticket or add multiple negative adjustments to a single ticket. If you select None, the POS will not restrict servers from adding discounts or negative adjustments to tickets.
Gift Tipping: If you select this check box, the POS will allow servers to add tips to transactions paid with a gift card.
Epson Status Pre Check: If you select this check box, the POS will check the status of its printer before sending a print job to it. This feature only applies to Epson printers.
Online Ordering Max Lead Time: In this box, you can set a maximum lead time for online orders. If you enter a number of minutes in this box, the program will add that number to the prep time for items ordered in the Online Ordering app.
Cancel Running EMV Transactions: If you select this check box, the POS will only attempt to process an EMV transaction for up to 30 seconds. If it is unable to process the transaction in that time, it will display an option prompt, allowing the servers to cancel the transaction.
Force Voids: If you select this check box, the POS will allow you to force the void of a transaction. You can use this feature to remove a transaction for reporting purposes. If you try to void a payment and it fails, the POS will display a prompt asking if want to perform a force void. If you tap Yes, the POS will void the transaction from its records.
We recommend that you disable this feature during normal operations and use it only for troubleshooting unusual cases. Afterwards, always disable it and then publish changes.
Force voids are not transmitted to the processor. If you perform one, you should record the transaction’s information and contact the processor to ensure they handle it properly.
Ticket Locking: If you select this check box, the POS will not allow a server to access a ticket if it is open on a different POS device. If you clear the check box, the POS will allow servers to open and edit tickets, even if they are open on a different device.
Generic Loyalty Store Code: In this box, you can enter a unique identifier for a location for third-party loyalty programs such as Como and Paytronix.
Surveillance Destination Integration IP Address: If your location uses the Remote Eyes security camera service, you can enter the integration IP address in this box.
Embedded Barcode Type: This list enables you to configure the POS to read barcodes featuring embedded weight or price amounts. In the list, select the type of embedded barcode that the POS will read. If you want the POS to read barcodes that include an embedded weight amount, select Weight. If you want the POS to read barcodes that include an embedded price amount, select Price. If you do not want the POS to read either type of embedded codes, select None. If you select Price or Weight, the program will display additional controls for configuring barcodes.
Embedded barcodes are coded numbers that combine a product’s SKU number with its price or weight, often separated with a special character.
Barcode’s Start Digit/Prefix: In this box, you can enter the appropriate start digit or prefix character.
Barcode’s Max SKU Length: In this box, you can enter the maximum number of digits of the SKU part of the embedded barcode. The price or weight amount will be combined with the SKU.
Barcode has Verification Digit: If the barcodes include a verification digit, you can enter it in this box. Enter a single digit or character separating the SKU from the weight or price.
Barcode’s Max Price/Weight Length: In the box, enter the maximum number of digits of the price or weight amount of the barcode.
Barcode’s Number of Decimals in Price/Weight: In the box, enter the maximum of decimals that the program will use for the price or weight amount.
Barcode Has Check Digit: Select the check box if the barcodes include a single digit or character at the end of the price or weight component.
Modify Server with View-Only Ticket Access: If certain staff members have the Modify Server permission, but are in a job type with View-Only access, you can use this list to give them the ability to assign tickets to other servers or to themselves.
If you select Disabled, the POS will not allow such servers to reassign tickets to other servers.
If you select Enabled with Popup, the POS will allow such servers to assign tickets (their own or others) to different servers. In the POS, servers can open a ticket assigned to another server, access the ticket’s Info screen, tap Server, and assign the ticket to themselves. Afterwards, the POS will not allow the previous server to access the ticket.
Servers can also open one of their own tickets, access the ticket’s Info screen, tap Server, and assign the ticket to a different server. If you do so, the POS will display a popup window, warning you that if you assign the ticket to another server, you will be unable to access or change it again.
If a server opens one of their own tickets, makes changes to the ticket, then taps Server and selects another server, the POS will display an error message instructing the server to discard or save the unsaved changes before reassigning the ticket to another server.
If you select Enabled, the POS will allow such servers to assign tickets (their own or others) to different servers. The procedures are identical to the procedures for the Enabled with Popup the setting. However, when a server assigns one of their own tickets to another server, the POS will not display the warning message.
Ingredient Kitchen Group Behavior: This list enables you to set the POS to send a main item to multiple kitchen groups when it includes modifiers associated with multiple kitchen groups.
In this list, if you select Only One Kitchen Group, the POS (and other apps) will only send a main item to its kitchen group, and it will only print or display in that group’s kitchen printer or KDS display. If you select Allow Many Kitchen Groups, the POS will print or display a main item in multiple kitchen slips or KDS displays if it includes modifiers with ingredients associated with multiple kitchen groups.
For instance, if you order a main item associated with a “grill” kitchen group, then add one modifier with ingredients associated with a “sauté” group and a second modifier with ingredients associated with a “fry” kitchen group, the POS (and other app) will send the main item to all three printers or KDS displays. This feature can help kitchen staff determine which side items to include with a main item.