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General Settings

Advanced Back Office

Michelle

Last Update il y a 10 mois

  1. General: There are many settings & tools that can enabled/disabled at any time
    • Tools->Back Office->Advanced->System->General
  • Business Info: Adjust the Business Name, Address(line 1 & 2), city, state, zip code, area code and phone number
  • More Phones: Additional phone numbers that will be listed on printed receipts
  • AD line 1/AD line 2/Web: Messages printed at the bottom of the receipt
  • Bar: Checking categories here that contain alcoholic items will include their sales in a separate column called "Bar" for Sales Reports
  • Geo lat, lng: Coordinates and Google map key
  • Menu Layout: Number n of items shown per row in each category
    • If n is 0, then it will automatically scale and fit all items depending on resolution
  • Submenu: Number n of variations shown per items
    • If an item has more variations than n, then the item will be split
    • If n is 0, then variations wont show until clicked on
  • Menu Style: Clicking the field will bring up a display for different formats for items shown
  • Font Size: Font size for menu
  • Show Picture: Clicking the field will bring up a display for different formats for pictures shown. 0 disables pictures from being shown
  • Show Option: When 0, all modifiers are shown on one line
    • When 1, each modifier has its own line under the item
  • Show Modify: When 0, all special requests are shown on one line
    • When 1, each special request has its own line under the item
  • Language: Choose second language. The language tool will show in Tools and change system's language
  • Default Theme: Different pre-configured themes for the Home Screen
    • Values are 0-20, where 0 is the default theme
  • Service charge & Tip rate(5%): For dine-in orders, number n of guests automatically charge % gratuity(tip rate)
    • If a table has n or more guests, specified % gratuity will be charged
    • Tip rate here defines the preset tip % when using Tip tool. 0%: Order->add tip->preset tip is set by amount
  • First Weekday: Enter number n what the business considers the first day of the week
    • Sunday-0, Monday-1, Tuesday-2, Wednesday-3, Thursday-4, Friday-5, Saturday-6
  • Tip table print: Tip percentages printed at the end of the receipt and shown on second display
    • Second field is for second display: 0- no default tip set, customer selects tip first then signs
    • 1- 0% as default tip
    • 2- 1st number in the tip table
    • 3- 2nd number in the tip table
    • 4- 3rd number in the tip table
    • Check No to disable tip table from printing on receipts
  • Tip rate validation: Controls the percentage of the total that users(without permissions) can add for tips
    • If 0, then all users can add any amount of tips
    • If user without permission tries to add tips above the allowed %, a window will prompt for a manager passcode
  • Cash Receipt: Print: Prints cash receipts with items when closing a ticket by cash
    • Yes: Prints cash receipts with only cash change/tendered printed
  • Seat Mode: Seat & Line should be Yes
    • 0: Disables seat button
    • 1: Shows seat button with number
    • 2: Shows seat button as only +
    • 3: Shows seat button as undefined. Can place items under whole table and seat number
    • 4: Shows separators in the cart for each seat number. Togo orders changes seats to bags
  • Dinein: Print: Automatically prints customer receipt; updates will print tickets without header and price
    • Update: When updating tickets the printer only prints the updated items
    • Yes: Customer receipt will not automatically print after entering order
    • No: Automatically prints customer receipt; updates will print tickets with header and price
  • All Send: Same purpose as Dinein send but for other order types
    • Yes: Customer receipt will not automatically print after entering order
  • Delay Send: Same purpose as Dinein send but for other order types
    • Yes: Customer receipt will not automatically print after entering order
  • Send Button: If Dinein Send is Yes, then pressing Send will not print customer receipt, pressing Enter will print customer receipt
    • If All Send is Yes, then same as above with Dinein Send
    • Yes: Send button will enter order without printing a customer receipt
  • Auto shift: Yes: When the day ends, resets ticket/order numbers
  • Keep Unpaid: Use it when auto shift is No
    • Yes: Current open orders will be left open the next shift when doing End Closing
  • Online Order: Yes: Online order button is visible
  • Show desc.: Yes: When clicking on the item name, it displays a description window
  • Kwick Call: Yes: Skps the payment voiding interface when opening a closed ticket, if printed(green) will go to pay
  • Smart Share: Yes: Allows other clocked in users
  • Civilian Time: Yes: Uses AM/PM instead of military time 
  • Label Expand: For back printers only
    • Yes: Each item on an order is printed separately
  • Open Tab: To enable it, terminal needs to add a credit card machine
    • Yes: Enables the Tab button to record customer payment information
  • Tip after tax: Yes: Tips are added to orders' total amount
  • Table required: Yes: Dinein orders require a table to be selected when entering order
  • Tip Pool: Yes: Enables to share tips and sales in the same user group
  • Ticket batch: Yes: When updating an order, the added items are not combined into the original orders' items(quantity does not increase for a duplicate item added) on the printed ticket
  • Item Group: Yes: Duplicate items will be grouped together with the appropriate quantity
    • The item's special requests and modifiers must also match to be grouped together
  • Combine Mod: Yes: Duplicate modifiers will be merged together with the appropriate quantity
  • Show M. price: Yes: Show the price of modifiers separately from item total
  • Auto Batch: Yes: Credit card terminal will automatically batch at the end of the day
  • Card Tip Paid: Yes: Tips on credit card transaction are paid to servers/waiters/etc
  • Fee Paid: Yes: Delivery fees are paid to drivers
  • Detail price: Yes: Customer receipt and credit card receipts are combine when printing the receipt
  • Print Tipline: Yes: Prints a line for tips on credit card receipts
  • Ticket tip tab: Yes: Tip table will be printed on customer receipt
  • Partial Item: Yes: Weight amount less than 1 pound can be entered
  • Decimal Receipt: 
  • Decimal Kitchen:
  • Splash On: Yes: Shows the KwickPOS animated interface on startup
  • Financial Key: Yes: When entering an amount to pay for an open order, the decimal point will automatically be added
  • Show preorder:
  • Training Mode:
  • Simple Report:
  • Combine Table: Yes: Enables the "Table Combine" button after clicking on an open order and then clicking Table Change
  • Kwick Close: Yes: Signature prompt will be skipped during signature close process
  • Curbside Pickup: Pickup orders only
    • Yes: "Curbside Pickup" button will be displayed and add "Curbside" to the name field
  • Extend Hours: Enter the number of hours past midnight to be considered as the start of the next day
  • Reason Required: Yes: Require a reason to be selected or entered when voiding orders or applying discounts
  • Deliver autofill: For delivery orders only
    • Yes: Orders are automatically set to the delivery minimum if the order total is too low
  • Deliver Enable: No: Will not ask for customer info(phone/address). Could be used for drive-through
  • Server Selection: All: Requires a user to be selected for dine in orders
    • Yes: Only shows users that have clocked in when selecting users for dine in orders
    • No: "Self" is assigned to the dine in orders
  • Driver Selection: All: Any user can be assigned as the driver for delivery orders
    • Yes: Only clocked in drivers can be assigned as the driver for delivery orders
    • Cashier: The cashier who created the order will be assigned as the driver for delivery orders
    • No: "Self" is assigned as the driver for delivery orders
  • Clockin Required: Auto: Automatically clocks in users when they log in
    • Yes: Requires users to clock in
    • No: Users are not required to clock in
  • Overtime Report: Daily, Weekly, No
  • Open Clockout: If any order is open
    • Yes: Employees can clock out
    • No: Employees cannot clock out
  • Print Clockout: Rate: Print the clock out report with pay rate
    • Yes: Shows a print button for clock in/out reports when clocking out
    • No: Print button is hidden
  • Report Tip: Yes: When clocking out, a window will pop out to report tips
  • Logo print: Both: Print logo and store name on receipts
    • Yes: Only prints the logo
    • No: Only prints the store name
  • User add tip: Yes: Employees can add tips without manager's approval
  • Guests required: Yes: Require the number of guests to be selected for dine in orders
  • Display sort: Yes: Items in the cart are sorted by category; receipts will also print in sorted order
  • Seat & Line: Yes: Displays the Seat with +/- buttons for tables with seat numbers
  • Combine Opt: Mod: Enables quantity selection for special requests(click on quantity); enables special requests to be added to modifiers(click on modifier list below special request button) and enables increment/decrement for modifiers(up to max allowed) in modifier list
    • Yes: Enables special requests to be combined and enables quantity selection
  • Show O. price: Yes: Modifiers will have the prices listed
  • Order ID prefix: The entered string will precede ticket numbers
  • Card Tip Rate: Specify a % surcharge for credit card sales
  • Fee Rate: Specify a % surcharge for delivery orders based on order total
  • Request reasons: Click to add prompts for reasons for discounts, item deletion and order voiding
    • If value is added for the reason, it will become a pre-defined discount option(ex: military discount)
  • Tablet Mode: Open: Normal interface
    • Chg: iPad can share with other tables
    • Pset: Each table uses their own iPad
    • Free: Guests order on the table using iPad like a menu
  • Self Send: Yes: Guests who order from the tablet at the table can send tickets directly to the kitchen
  • Quick Pay: Yes: After paying cash, there is no paid button pop-up, and no confirmation window pops out; also shows print button instead of cancel button
  • Permanent Combine: Yes: Multiple tickets are permanently combined into one, the original ticket disappears
    • No: Commission split; click Combine, then click Combine Pay(tips for separate users are preserved)
  • Tip b4 Discount: Yes: Tips are added before discount is applied
  • Tax b4 Discount: Yes: Tax is calculated before discount is applied
  • Kwick Split: Yes: Enables Kwick Split, an alternative split/combine ticket interface
  • Show dict b4 tax: Yes: Show discount before tax(just display order, not calculation)
  • Tax Tool: Yes: The tax under the cart area is clickable to remove tax from the order
  • Break In/Out: Yes: While clocked in, clickin on the clock in/out button will allow Break In(define the start of the break) and Break Out(define the end of the break); the break will also be reflected in the clockin records
  • KD Pending: Yes: Enables the kitchen display to show pending order(current orders before entering) from the terminals in real time; the ticket number for pending orders are shown in a red box with a number not conforming to the orders
  • Sort Opt: Yes: Modifiers after clicking on an item are automatically sorted after selection based on the order the modifiers defined in the item's settings
  • Tax2 Print: Yes: Prints Tax2 on receipts under Tax
    • No: Tax on receipts includes Tax and Tax2
  • Count Print: Yes: Prints the number of items purchased on receipts
  • Gift B. Print: Yes: Prints remaining gift card balance on order receipt after paying with a gift card
  • Route Failed Print: Yes: Prints kitchen receipts on front terminal printers when back kitchen printers are offline
    • No: Back kitchen receipts will not be printed if the printer is offline
  • Parallel Print: Yes: When sending orders, all relevant printers will print their respective receipts at the same time
  • CDS Total: Yes: Customer display will show the totals bar(subtotal, tax, total)
    • No: Hides the totals bar at the bottom
  • Report Detail Tips: Lunch, dinner, and etc sales have total tips with cash and card tip breakdowns
    • Yes: Shows detailed tip breakdown in user reports
  • Tax/Tax2/Tax3 Name: Set the names of the taxes or fees to be printed on receipts
  • Unpaid Print: Yes: Receipts that still have a balance will have 'Unpaid: $ amount' printed below totals or items count
  • Gift to Tip: Yes: When paying by gift cards, receipts will have a tip line
  • Togo No Tax: Tax Tools must be yes
    • Yes: Tax is not applied for togo(pickup & walkin) orders
  • Right Click: Changes the action for right-clicking on items and categories
    • Edit: Opens a window to add, delete, or edit an item(change name, position, price and variations) or category(change name and position)
    • Desc: Opens a window with the item's description, ingredients list, price and the icons at the top right can be clicked to add a picture or enable Live Edit for the item
  • Edge Mode: Surcharge % must be set
    • Yes: Orders paid by card will hide the surcharge fee and adjust item prices to match total
  • Email Receipt: Shows an e-receipt button on the order payment page
    • Yes: Enables button to send receipt to phone number
  • Service Charge: Enter the service charge(s) here with % for percentage and $ for flat dollar amounts
    • Multiple service charges can be separated by colons
    • Each service charge will show as a separate button on the Home page
  • S. Charge Tax: Yes: The service charge above will be taxed
  • Auto SMS Alert: Pickup orders with phone number registered
    • Yes: Sends 'Order is ready' alert to customers when order is closed on kitchen display
  • Saved to Term Print: For saved orders
    • Yes: Print to original term printer
    • No: Print to "msg/alert/notification" printers(will not print if these printers are missing)
  • Soldout Tool: Yes: Enables Soldout button under Tools
  • Item Chain Add: Yes: Enables +Next button when adding items with modifiers to the cart;adds item to cart with selected modifiers to the cart and resets modifiers to add the same item again with new modifiers
  • Chain Payment: Incomplete
  • Always Pop Mod: Keep setting on Yes
  • Dinein Name: Yes: Clicking on tables will ask for the customer's name, phone number, and email
  • Cashtip report: Yes: Shows the amount of cash tips reported under the 'House Cash' line in user reports and enables 'Cashtip' button for closed orders to add cash tips
  • Pickup Select: Yes: When entering walk/pickup orders, server selection is required
  • CashDiscount Receipt: Yes: Prints the cash discount amount on customer receipts
  • Modify Print Ctl: No: If either modifier or item is selected, printer will print the item + modifier
    • Yes: Modifier selected, item not selected, printer will print item + modifier
    • Yes: Modifier not selected, item selected, printer will print item only
  • Print with Box: Yes: Items belonging to the same seat # will print together in a box from order/back printers
  • Modify As Item: Keep setting on No
  • Sort by Price: Sorts items on orders by price
    • Ascend: Lists lower priced items to higher priced items
    • Descend: Lists higher priced items to lower priced items
  • Weekend Lunch: For Kiosk lunch items only
    • Yes: Lunch items are available on weekends
  • Waiting Tool: Both: Enables Waiting tool next to cart and under the Tools button
    • Yes: Enables Waiting tool under the Tools button
  • Save Paid: Paid First, then have option to choose whether "Send"(print to kitchen) or not
  • Update Send: Related to edit/update process for order
    • Yes: 'Reset' button becomes 'Save' which allows orders to be updated without printing updated receipts(Save button will not show if "Kwick Call" is enabled)
  • EBT Integrated: For EBT items
    • Yes: Enables EBT column to specify EBT items; selecting EBT during payment charges only EBT items
  • Allow Tip: Setting related to credit card machines
    • Yes: Stores such as restaurants that allow tips on transactions
    • No: Stores such as retail that do not allow tips on transactions
  • Ticket Refund: Refund button for orders
    • Yes: Adds a refund button to orders in the payment area
  • Over Distant: Sets delivery policies for orders outside of delivery range
    • Deny: Not allowed to enter deliveries outside of the delivery range
    • Pop: Asks user whether to enter the order when delivery is outside of the delivery range
    • Yes: Allows delivery orders outside of the delivery range to be entered
  • Kwick Togo: Yes: When Dinein customer wants something to go, updated item will be marked togo on Walkin kitchen receipt
  • Split Guests: Incomplete
  • Open Report: Yes: When waiters have open tickets will not allow them to print the user report
  • Retail Max Items: When Retail mode is enabled, need to enter the max number of items in this box to keep the menu display well

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