After logging in, on the landing page of the main menu (see Dashboard description) use the Quick Start navigation button (left hand side) labeled to go to the main Point of Sale (POS) screen.
The full menu is divided into two main categories: Checks and Reports. For a more detailed description of categories, see Main Point of Sale (POS) menu - Overview.
On the full menu page, in the main Point of Sale (POS) screen under Checks:
Open Checks command allows you to see a list of open checks, and to select a check to view or modify, see also Modify an Open Restaurant Check .
Select Open Checks from the Checks section of the Point of Sale Menu by clicking on it.
The screen display is split into two frames, with listings on the left-hand side and details of an individual listing on the right-hand side. Any changes made to a listing detail on the right, once saved, will be updated in the listings to the left.
The screen changes to show:
On the left-hand side, a list of currently open checks, sorted by Activity Date.
On the right-hand side, the screen displays the detailed view of a selected check; selecting a check from the list on the left changes the right side of the screen to that particular check.
On the left: Currently open checks:
Note: if there are no currently open checks the screen will say No Records To Retrieve!
Clicking on any of the column headers sorts the list, in ascending order, by that column. These include:
Activity date
Check number
Check name if used by the property,
A drop-down menu of the available Meal locations,
A drop-down menu of the available Meal Period options,
the specific Table checks were issued to,
the Server,
the Charges and
the Balance still due.
Use the text boxes and drop-down lists located at the top of the list to search or filter the list by the information entered. If using a text box to search the list, click the Search button above the criteria boxes to apply the search.
Click Clear Search to remove any search filters applied to the list.
Once the desired check has been locates in the list, click to highlight it in the detailed view area on the right-hand side of the screen.
On the right-hand side: Detailed view of a selected check:
There are several fields in the detailed view. These include
System Date and Check # which cannot be edited here.
Fields in the Detail View which can be edited to alter the information for the check include:
Check Name, which can be altered to anything desired by typing.
Restaurant, which can be selected from a drop-down menu.
Meal Period, which can be selected from a drop-down menu.
Table, which can be selected from a drop-down menu.
Server which can be selected from a drop-down menu.
If the desired option is not available in the selected drop-down menu, this will need to be changed in Configuration. It is not possible from this screen.
Number of Covers, which can be altered to any number desired by typing.
The Charges and
The Balance still due.
These are grayed out and not possible to alter in this screen.
The information automatically displayed is the information selected when the check was first opened.
The last time a check saw any activity is displayed below the Detailed View.
If you make changes in the Detail View, you must click the Save button (
) in the local toolbar to apply your changes to the check. Once saved the altered information will display on the left-hand side in the list.
From the Detail View screen, you can also click the Go to the Selected Check button in the local toolbar to open the Restaurant Check page, to view or modify the check, see Modify an Open Restaurant Check.