Online Front of House and Back of House training for Nextera POS
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.
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. 
3. With these 2 different tasks completed, you are able to run batch report.
Adding a User Role:
Select “User Management”, “Roles”, “+Role”
Select the name and priority of the Role
Giving Permissions:
Select “Back Office” to enable/disable permissions
Select “POS” to enable/disable permissions
Select “POS Operation” to enable/disable permissions
Select “Report Access” to enable/disable permissions
Select “Dashboard” to enable/disable permissions
3. Click on Reports in the left column.
4. Select Sale in the drop down column after selecting Reports.
5. Click on the Cashier Out tab on the top blue row.
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)
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.
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.
9. Select employees from Employee drop down menu to review each individual sales & tip report. Then click the green Run button.
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.
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.
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.
Adding an Employee with Payroll:
Select “User Management”, “Users”, “+Add”
After filling out the employee information select the “Next” button
Select “+Payments”
Select how the employee will receive their wage
Select what date the wage is effective and hourly salary and select “Save”
Payment Added
Menu Layout for Online Ordering
Introduction:
This document explains the new menu layout implemented for the OLO.
Requirement:
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:
How to Force Punch: Out
Select “User Management” Select “Force Punch In /Out”
Select the “Employee” name, Change the “Date” of the specific date you are looking for, select “Run”
Select the pencil icon
Edit the “Clock Out Time” to correct time the employee left, Select “Update” when finished
How to Punch Clock: In
Select the pencil icon
Adjust the “Clock In Time” on the time that the employee came to work, Select “Update”
As shown: Changed “Clock In” and “Clock Out” time
How to Refund Without Receipt:
Select “Operation”
Select “Refund”
Select the “date” and press “Search” then of the refund and select the check that needs to be refunded and select “Refund Without Receipt”
Select the amount you need to refund and select “Type of Refund” and type in a “Reason”
Select “Yes” to confirm the refund
Refund Success
How to Refund Menu Items:
Select the “date” and press “Search” then of the refund and select the check that needs to be refunded and select “Refund Menu Items”
Select the item you would like to refund and select “Refund Item”
Select “Type of Refund” and type in a “Reason”
Select “Yes” to confirm
Refund is Success
As Shown: Item has been refunded
How to Refund with Receipt:
Select the “date” and press “Search” then of the refund and select the check that needs to be refunded and select “Refund”
Refund the amount needed and type in a “Reason” and Select “Type of Refund”
Select “Yes” to confirm
Refund Success
Checking the “Refund” Report on the BOH:
Select “Reports” then Select “Refund”, select your “Time Period”, finally click “Run”
To enable “Cash Discount”:
Go to “Settings”, “Store”, “Settings”
Scroll down and enable “Cash Discount”
Go to “Cash Discount” select how much you are discounting for using cash and select “Update”
Cash Discount used in FOH:
Notice: “Cash Option is the new Total the customer will pay if they use Cash
How to Locate and Set Up Loyalty in the Back Office:
Log into the Back Office, and Locate the Loyalty Section:
Fill Out the Appropriate fields, with Loyalty information:
ACCUMULATION:
Enable Loyalty: Turns Loyalty feature On and Off
Points for Customer Enrollment: Number of Points a Customer receives for Enrolling in Loyalty
Points for Every Visit: Number of Points a Customer receives for Visiting the Location
Points for Cash Payments: Number of Points a Customer receives for using the Cash Tender
Points for Non Cash Payments: Number of Points a Customer receives for using the Non Cash Tenders
Menu Item Based: Number of Points a Customer receives for Purchasing that Item off the Menu
Category Based: Number of Points a Customer receives for Purchasing Items from that Category
REDEMPTION:
Redeem Points At: Dollar Value of EACH Loyalty Point
Minimum Points Required for Redemption: The Points that are needed to be able to use Loyalty savings
How to Add a Customer to the Loyalty Program in the Front of House:
Log into the Front of House, with your employee number and click the Person icon at the top of the screen:
This will launch the customer loyalty page, where you can enter the Customer information:
Name, Phone Number, Address, Email
Click Save after all the information has been saved:
When you click on the Customer Name to the Left of the person icon the Loyalty account will now be created and start accumulating points
