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
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.
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:
Creating Tax Exempt reason in BOH:
Select “Products/Items” then “Reasons” and “+Tax Exempt Reason”
After typing in a reason select “Save”
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
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
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:
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
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 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”
