General Settings
Advanced Back Office
Michelle
Last Update hace 2 años
- 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