Adding an Employee

Adding an Employee with Payroll:

Select “User Management”, “Users”, “+Add”

Add Employee-1

After filling out the employee information select the “Next” button

Add Employee-2

Select “+Payments”

Add Employee-3

Select how the employee will receive their wage

Add Employee-4

Select what date the wage is effective and hourly salary and select “Save”

Add Employee-5

Payment Added

Add Employee-6

Splitting Ticket-Split Check

  1. After selecting the ticket to split check. Select the grey/black split arrow button, located in the lower left area of the screen next to ‘Total’ & ‘Paid Amount’.
  2. Select ‘SPLIT CHECK’ DO NOT select ‘SPLIT BY SEAT’
  3. Select ‘Add’ in upper right area of screen to create however many ways you want to split the check. This example we will do 4. ‘Split by seat’ will also add a ‘Check’ column, but only once.
  4. If you need to separate items from the main check onto a different check for someone to pay separately, then you will select ‘Split by seat’, located in the lower left area of the screen. This will create a new column labeled ‘Check’, to where you will move the items you wish to have paid out separately.
  5. Select the item(s) you wish to move over. ‘SEPARATE ITEM’ should only be used if you wish to split an item into however many ways you wish. To do this, select the item you wish to split, then select ‘Separate Item’, then select the number of times you wish it to be split. This will auto split the item in the column with number of times it is split. You can move these items to wherever they need to go for the split check.

Split Item Check-1

6. Select ‘Save & Close’. This will return you to the ordering screen. If you messed up or you need to put these back together, go back to the table layout screen. Select ‘Merge’ in the lower left area of the screen. Then select the table you had the separate checks on & select all the separate checks. This will auto populate the area on the right under ‘Merge Checks’, then hit done. This will put all the separate checks back together.

Split Item Check-2














7. IF you did not mess up & need to close out the ticket(s), select the check that needs to close out & continue with the payment process.

Credit Card Tips Report Guide

  1. Open internet browser & go to
  2. Enter &/or make sure credentials are correct then use mouse to left click on blue circle check mark.

CC Tips-1

3. Click on Reports in the left column.

CC Tips-2

4. Select Sale in the drop down column after selecting Reports.

CC Tips-3

5. Click on the Cashier Out tab on the top blue row.

CC Tips-4

6. Under Report Type, select Detailed Report in the drop down option. Only select the One Page PDF if that is what you need. (One Page PDF might be suitable for if you were trying to print the report)

CC Tips-5

7. Select the desired time/day from the Time Period drop down menu. You can select multiple days by selecting Date Range or a specific day by selecting Specific Date. Select the desired day in the calendar option & then select the green close button.

CC Tips-6

CC Tips-7

8. If you want a sales & tip report for all employees, select the run option. This will give you the total sales & tip figures for all employees who worked during that day or the days selected.

CC Tips-8

CC Tips-9

9. Select employees from Employee drop down menu to review each individual sales & tip report. Then click the green Run button.

CC Tips-12

CC Tips-10









10. Scroll down and look at the Tip Total under the CREDIT CARD box. This is where you can review each individual Credit Card Tip total for each server &/or bartender who worked during that day or days. Repeat steps 9 & 10 to review however many employees total credit card tips that you wish to see.

CC Tips-11

User Roles


Adding a User Role:

Select “User Management”, “Roles”, “+Role”

User Roles-1









Select the name and priority of the Role

User Roles-2









Giving Permissions:

Select “Back Office” to enable/disable permissions

User Roles-3









Select “POS” to enable/disable permissions

User Roles-4









Select “POS Operation” to enable/disable permissions

User Roles-5









Select “Report Access” to enable/disable permissions

User Roles-6







Select “Dashboard” to enable/disable permissions

User Roles-7

Submitting Batch/Batch Report

1. Make sure all the close out procedures are complete before being able to submit batch. You will need to submit batch before being able to run a batch report.
Close the Day
2. From the main terminal screen, select ‘Operation’, then select ‘Batch/Tip Adjustment’ (located in left column) & now select ‘Submit Batch’, located in the bottom left area of the screen. Batch-Tip AdjustmentSubmit Batch






3. With these 2 different tasks completed, you are able to run batch report.
Batch Report

Menu Layout for Online Ordering

Menu Layout for Online Ordering


This document explains the new menu layout implemented for the OLO.


A setting to configure the menu layout should be provided in the online order admin page.
Implementation in OLO:

Page Navigation: Online order store Admin page >> Account settings

– A new field “Menu layout” should be included in the store account settings.

– The “Menu layout” should have the following options,

1) Default Layout

2) Large image

3) Small image

4) No image

– The “Default layout” should be selected by default.

– Large images, small image and no image represent the new menu layout UI with large, small and no menu icons, respectively.

Screenshot for menu layout configuration:

Large Image Layout:

Small Image Layout:

The menu images should be displayed in small icons.

No image Layout:

Tax Exempt

Creating Tax Exempt reason in BOH:

Select “Products/Items” then “Reasons” and “+Tax Exempt Reason”

Tax Exempt-1

After typing in a reason select “Save”

Tax Exempt-2

Using Tax Exempt in the FOH:
Select “Option”
Tax Exempt-3
Select “Tax Exempt”
Tax Exempt-4
Select the Tax-Exempt reason
Tax Exempt-5
Notice: Tax has been removed
Tax Exempt-6

Printer Option on Payment Screen

Enabling Printer Button:

Go to “Settings”, “Store”, Settings” and enable “Print CC Merchant Copy” and “Print CC Customer Copy”

Printer Option-1

Select “Payment”

Printer Option-2

As Shown: You have the option to reprint the check after a credit card transaction was processed

Printer Option-3

Disabling Printer Button:

Go to “Settings”, “Store”, Settings” and disable “Print CC Merchant Copy” and “Print CC Customer Copy”

Printer Option-4

Notice: Printer button has been disabled from payment screen

Printer Option-5

Merging Checks & Tables

Merging Checks:

Select “Merge”


Select the table on what checks you want to merge


Now select the checks that will be merging.

NOTE: Select the check that you want to merge your other checks onto

(Ex: Select 0-009 first, then select 0-010)


Now Select “Done”


Confirmation of merged checks


Merging Tables:

Select “Merge”


Select on the tables that are being merged

NOTE: Select the table that you want to merge your other tables onto

(Ex: Select T-74 first, then select T-81)


Select “Done”


Confirmation on tables being merged


Waitlist & Reservation

How to Enable Waitlist in Back of House:

Log in to your back of house (My Store) and go to “Settings”:


Define the waitlist by the range of seats and the expected amount of time they will occupy a table, and save:


Next, give a reason for the waitlist by clicking “+Wait List Reason”:

Enter Waitlist Reason and Save:


How to use Waitlist in Front of House

 First, make sure Waitlist is enabled in your POS Operations page:


Select the Waitlist tab on your POS Dine-in Screen:



Fill out information manually or search for customer. Then input remainder of information:


Your customer will now be put on a waitlist with an expected time frame. You also have the option to notify the customer when their table is ready and the option to assign them to a table: