Cloud Cheat Sheet

Cloud Cheat Sheet

How to Clock In and Out:

Clocking In:

-          TYPE in your PIN

-          Select CLOCK IN

Clocking Out:

-          TYPE in your PIN

-          Select CLOCK OUT

 

How to Open a Till:

via the Order Screen:

-          Log into the Order Screen

-          Click the Cash Register Icon at the bottom of the screen

-          Enter Starting Till Amount

-          Click Continue

via the Till Management Screen:

-          Navigate to POS Operations

-          Click Till Management

-          Enter Starting Till Amount

-          Click Continue

 

How to Put a Name on a Tab or Table: (Note: this DOES NOT add a customer to the system)

Name on a Tab or Table:

-          Log Into POS Order Screen

-          Click the Word Walkin

-          Type in Customer Name

-          Click Ok

 

How to Delete/Void ITEMS:

Delete Items by Swipe:

- Put your Finger on the Item that you want to Delete

- Swipe from Right to Left

- Click Delete

Void and Item that HAS NOT been sent to the Kitchen:

- Select the item

- Select Void Item

Void and Item that HAS been sent to the Kitchen:

- Select the Seat Number

- Select the Item

- Select Void Item

- Select your Void Reason

- Click Add

How to Void CHECK:

Void a check that HAS NOT been sent to the Kitchen:

- Click the Void button at the bottom of the screen

- Click Done

Void a check HAS been sent to the Kitchen:

- Click the Void button at the bottom of the screen

- Select your Void Reason

- Click Add

- Click Done

 

How to Close a Check to CASH:

-          Ring in Order

-          Select Cash

-          Enter Cash Amount

-          Click Enter

 

How to Close a Check to a Credit Card:

-          Ring in Order

-          Select Payment

-          Select Credit Card

-          Enter Card Number, Insert Card, Swipe Card

 

How to Close a Check to Gift Card:

-          Ring in Order

-          Select Payment

-          Select Gift Card

-          Enter Gift Card Number, Swipe Gift Card

-          Click Process

 

How to View Customer Loyalty Profile:

-          Click the Person icon the top of the screen

-          Search the customer name

-          Click the Customer Name – Customer Profile added to the Check

-          Click the Customer Name

-          Review Customer Profile Information

-          Click Save when Finished

 

How to Split by Split Check: (Note this will Only Work for (Bar Tab, Dine-In service types)

-          Ring in the Order

-          Send Order to the Kitchen

-          Click the Split Arrows

-          Click Split Check

-          Add Seats as needed

-          Move Items as Needed

-          Click Save & Close

-          Pay Out Checks as Usual

 

How to Split by Split by Seat Equally: (Note this will Only Work for (Bar Tab, Dine-In service types)

-          Ring in the Order

-          Send Order to the Kitchen

-          Click the Split Arrows

-          Click Split by Seat

-          Add Seats as needed

-          Click Split Evenly

-          Click Save & Close

-          Pay Out Checks as Usual

 

How to Split by Split by Seat: (Note this will Only Work for (Bar Tab, Dine-In service types)

-          Ring in the Order

-          Send Order to the Kitchen

-          Click the Split Arrows

-          Click Split by Seat

-          Add Seats as needed

-          Move Items as Needed

-          Click Save & Close

-          Click Seat Number one by one

-          Pay Out each Seat as Usual

 

How to Edit Tips and Batch Out:

-          Navigate to POS Operations

-          Batch /Tip Adjustment

-          Select the Device from the Dropdown

-          Click on a Transaction

-          Enter Tip Amount and Click Continue

-          Click Submit batch

 

How to Close a Till:

-          Confirm ALL Checks are Closed and Tips are Adjusted

-          Navigate to POS Operations

-          Click on the Active Till that is Showing

-          Click Close Till

-          Click Yes

-          Enter in Amount that is in Drawer

-          Click Continue

-          Click Submit on the Summary Page

 

How to Cashier Out a SINGLE EMPLOYEE:

-          Navigate to POS Operations

-          Click Till Management

-          Click Reports

-          Click Cashier Out

-          Click Report will Print Out

 

How to Cashier Out ALL EMPLOYEES:

-          Navigate to POS Operations

-          Click Close Day

-          Click Close All Cashiers

-          Click Done

-          Click Close the Day

-          Click Yes

-          Click Submit

 


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