Online Front of House and Back of House training for Nextera POS
Enabling Printer Button:
Go to “Settings”, “Store”, Settings” and enable “Print CC Merchant Copy” and “Print CC Customer Copy”
Select “Payment”
As Shown: You have the option to reprint the check after a credit card transaction was processed
Disabling Printer Button:
Go to “Settings”, “Store”, Settings” and disable “Print CC Merchant Copy” and “Print CC Customer Copy”
Notice: Printer button has been disabled from payment screen
Creating Tax Exempt reason in BOH:
Select “Products/Items” then “Reasons” and “+Tax Exempt Reason”
After typing in a reason select “Save”
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”
Enabling Order Types:
Select “Operation”
Select “POS Settings”
You will be able to enable/disable the order types
After completed, scroll up and select “Save Changes”
Changes have now been updated
To Check your “Batch Submit Device” and Check the “Default Batch Payment”:
Select “Settings”, “Store”, “Settings”
Scroll down and you will be able to customize the batch options
How to View Stuck Offline Transactions on the Back of House:
Under “Settings” select “Batch” Here you will be see the Offline Transactions that are stuck
Selecting “Auto Batch” you will be able to set a time for the system to auto batch for you instead of going in manually and batching
How to make Tip Adjustments:
Select “Operation”
Select “Batch/Tip Adjustment
Select on the “Tip” that needs to be adjusted
Change the Tip amount and press “Continue”
Tip has been adjusted successfully
How to Batch on the Front of the House:
Select “Operation”
Select “Batch / Tip Adjustment”
You will be able to “Submit Batch
NOTE: You must finalize all tips BEFORE you submit the batch
How to “Process Offline” Batch:
Select the transaction that needs to be processed offline (Transactions in Red), then select “Process Offline”
Creating Gratuities:
“Products/Items”, “Gratuities”, “+Gratuity”
Creating Fixed Gratuity:
After making the gratuity select “Update”
Creating a Varying Gratuity:
After making the gratuity select “Update”
Hold the power button down for 3 seconds until the blue light flashes
Go to “Operation”
Select “Hardware Settings”
Select the eDynamo that you are connecting and after selecting a “Check Mark” will appear.
Enter “0000” and select pair. PLEASE NOTE: IF A DEVICE HAS BEEN REVIOUSLY PAIRED, YOU MAY NOT SEE THIS OPTION.
ONCE YOU’VE COMPLETED THESE STEPS, PLEASE RETURN TO THE ORDER SCREEN AND RUN A TEST TRANSACTION TO CONFIRM YOUR SETTINGS ARE CORRECT.
How to Add an Item to the 86 List:
Select “Products/Items”, “Products/Items” and then enable “86 List”
Select “Operation”
Select “86 List”
Edit the amount of orders that are left to serve
Viewing the item of the 86 List:
The item will indicate how many orders are left
Viewing what is on the 86 List:
Select the “Clipboard”
This will show you what items are on the 86 list
“Inventory”, “Inventory Items”, “+Inventory Item”
Note: When setting up an inventory item, you must have Ingredient Categories, Storage Locations, Vendors, and In House Units created
Select a Category for the item
Select a Primary Storage location for the item
Select a Vendor
