Splitting Ticket-Split Check
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’. Select ‘SPLIT CHECK’ DO NOT select ‘SPLIT BY SEAT’ Select ‘Add’ in upper right area of screen to create however many ways you want to split the […]
Menu Layout for Online Ordering
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 […]
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. 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 […]
User Roles
Credit Card Tips Report Guide
Open internet browser & go to https://nexterapos.upos.io/#/login Enter &/or make sure credentials are correct then use mouse to left click on blue circle check mark. 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 […]
Forced Punch In/Out
Types of Refunds
Types of Refunds 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” […]
Cash Discount
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
Loyalty & House Account
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 […]
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 […]