Back Office: Online Ordering - Batch

Back Office: Online Ordering - Batch

  1. Sign into the Back Office.

  2. On the left-side Navigation Panel, select Online Ordering.


  3. On the Online Ordering page, click Batch.


  4. The Batch page appears, which displays a table view of Batch transactions.

    1. Note: You can conduct a Search, filter by Columns, and set the Rows per page.

  5. Select a Store from the Stores dropdown (or All stores) then click Submit Batch. The batch tickets from the store(s) will be displayed.
    1. If the Online Payment setting (under Online Ordering > Stores > Settings for your store) is configured to Sale, the Batch will be submitted automatically without your interaction. However, if the setting is configured to Authorize, the Batch must be submitted manually. This ensures payments are processed according to your preferred settings
                

    2. The Batch table contains the following columns:

      1. CARD TYPE – The Card type used for the payment.
      2. TICKET NUMBER – The Check Number.
      3. CARD NUMBER – The last 4 numbers on the card used for payment (beginning numbers are encrypted).
      4. APP CODE – The Auth Code.
      5. SERVER – The name of the server who handled the payment.
      6. AMOUNT – The Amount of the check.
      7. TIP – Any Tip provided on the check.
        1. Only the Tip column can be edited (other columns are not editable).
        2. By default, the Submit Batch button will be greyed out and clickable only when the Tip column is filled in or edited.


      8. DATE & TIME – The Date and Time payment was made [DD-MMM-YYYY 00:00 AM/PM format].

      9. Actions – Click Delete (Trash Can icon) to delete a ticket from the batch. A pop-up appears which shows ‘Are you sure you want to delete this item?’, with Cancel / X Close and Delete options. Select Delete then the Confirm Identity pop-up appears. Enter the Account’s Email and Password then click Authenticate and the batch will be deleted. Select Cancel / X Close and the pop-up will be closed without deleting the batch.


  6. Submit Batch Button – After selecting from the Stores dropdown then clicking Submit Batch, the Batch will be submitted and the message ‘Batch Submit successfully’ appears. If there is no batch, the Submit Batch button will be grayed out.

    • Related Articles

    • Gift Cards on Online Ordering

      Introduction Gift Card functionality lets restaurant customers to buy and present prepaid cards to be used for their payments in their favorite restaurants (stores). In this document, steps to follow to activate gift card functionality for a store, ...

    • Online Ordering Version 1.3 - Release Notes

      Stripe Dispute Process ·         The process of deducting the corresponding amount is retrieved from the relative store merchant accounts during fraudulent transactions   Latitude and Longitude Updated in the Backoffice Settings ·         The ...

    • Back Office: Online Ordering - Stores

      Sign into the Back Office. On the left-side Navigation Panel, click Enterprise. Then click Online Ordering. On the Online Ordering page, click Stores. The Stores page appears. The Stores page displays a table containing the list of stores under the ...

    • Combo Discount in Online Ordering

      Implementation in Back Office: Page Navigation: My Stores >> Products/Items >> Discounts >> Mix and Match   A toggle option “Combo” should be included in the Mix and Match discount screen.   The new settings for defining the combo items should be ...

    • Back Office: Online Ordering - Account

      Introduction Sign into the Back Office. On the left-side Navigation Panel, select Online Ordering. On the Online Ordering page, select Account. The Account page allows you to update information on the logged-in Account. The right-side Contents panel ...