POS Settings

POS Settings

This guide explains all the settings available in the OrderCounter POS system and their purposes. To access these settings, go to Back Office > Settings > POS.

General Settings

  • Accept Cash: Enable or disable cash as a payment method.
  • Accept Credit: Enable or disable credit cards as a payment method.
  • Accept Gift Checks: Enable or disable checks as a payment method.
  • Accept Gift Cards: Enable or disable gift cards as a payment method.
  • Claim Tips: If enabled, employees must enter their daily tips when clocking out.
  • Change Tips: Allow employees to adjust their credit tips.
  • Tip Confirmation: Show a confirmation window when entering credit card tips.
  • Tip Entry Method: Choose between entering just the tip amount or the total transaction amount including the tip.
  • Custom Item: Add or remove the “Custom Item” button on the front end.
  • Custom Modifier: Add or remove the “Custom Modifier” button on the front end.
  • Credit Processing: Enable if using OrderCounter for credit card processing.
  • Authorize Bar Tabs: Authorize a credit card for bar tabs (requires Credit Processing to be on).
  • Authorize Confirm Windows: Show a confirmation window after authorizing a credit card.
  • Confirm Tab Name: Confirm the bar tab name after authorization.
  • Order Numbers: Print order numbers on kitchen tickets for various order types (retail, takeout, delivery, etc.).
  • Customer Name: Print customer names on kitchen tickets for different order methods.
  • Removal Reason: Prompt for a reason when removing an item without requiring a manager override.
  • Authorize Amount: Set a specific amount for authorizing credit cards for bar tabs.
  • Deposit Tax Method: Decide if deposits are taxable and how tax is calculated.
  • Save Tab Immediate: Choose whether to save bar tabs immediately or after items are rung up.
  • Clock In Message: Display a message to employees when they clock in.
  • Back Up Prompt Days: Remind to back up data if it hasn’t been done for a set number of days.
  • Previous Years Stats: Show previous year’s stats on the dashboard and reports.
  • Barcode Scanning: Enable barcode scanning for item entry.
  • Rounding Off: Round the grand total to a specified nearest amount.
  • Order ID Type: Choose if the order ID is random or sequential.
  • Paid/Unpaid Break Title: Set the titles for paid and unpaid breaks.
  • Scales Export: Show the scales export page.
  • Show I.A.N: Display the Item Availability Notice button on the login screen.
  • Internet Timeout: Set the timeout period for internet-related functions.
  • Change Order Method: Allow employees to change the order method.
  • Ticket Item Order: Choose the order in which items appear on receipts.
  • Clear Order Prompt: Warn when an order will be lost before creating a new one.
  • Confirm Fast Cash/Credit: Request confirmation before submitting quick cash or credit payments.
  • Combine Bar Tabs Method: Choose how bar tabs are combined.
  • Tip Notice Percentage: Highlight tips in red if they exceed a set percentage of the subtotal.
  • Reopen Unsaved Tabs: Enable picking up unsaved tabs from where they were left off.
  • Modifier Order: Set the order of modifiers on the ticket screen.
  • Redeem Larger Deposits: Allow redeeming deposits larger than the balance due.
  • Default Custom Item Tax: Set the default tax code for custom items.
  • Enable Inventory Invoice Edits: Allow edits to inventory invoices after receipt.
  • Auto Customer Lookup: Automatically look up or create customers at pre-authorization.
  • Save and Send Retail: Enable the Save and Send button for retail orders.
  • Show Tare: Display tare amounts next to items on receipts.
  • Tax Order by Order Method: Assign different tax codes based on order method.
  • Manual Account Balance Adjustments: Allow manual adjustments without reflecting in system accounting.
  • Force Report Category Selection: Require selection of a report category to save a menu item.
  • Maximum Tip: Set a maximum tip amount to prevent entry of excessively large tips.
  • Prepend Time to Item Name: Add the time to item names on receipts.
  • Force Order Scheduling: Prompt for order scheduling before checkout for certain order types.
  • Break Monitoring: Enable break monitoring to notify employees of their break times.
  • Clear Payments: Enable or disable the Clear Payments button on the checkout screen.
  • Repeat Quantity: Set options for repeating item quantities in orders.
  • Settle by Number Mode: Choose the screen displayed when settling by order number.
  • Keep Server Transfer Ticket: Decide who the table is assigned to after transfer.

Table Service

  • Assign Sections: Assign table sections to employees when clocked in.
  • Advanced Table Statuses: Enable advanced table statuses represented by different colors.
  • Auto Table Reset: Automatically reset tables when tickets are cashed out.
  • Table Check: Prevent employees from clocking out with open tables.
  • Open Gratuity: Toggle between zero and set gratuity amounts.
  • Gratuity: Choose if gratuity is added before or after tax.
  • Number of Guests: Prompt for the number of guests when opening a table.
  • Drinks Per Guest: Warn if the number of drinks is less than the number of guests.
  • Server Accept Payments: Determine if servers can accept cash, credit, checks, or gift cards.
  • Action After Send: Decide what happens after sending an order.
  • Print Button: Enable a print button on the order screen.
  • Table Service Checkout Button: Enable a checkout button on the order screen.

End of Day / Reports

  • End of Day Reports: Decide which reports print at the end of the day.
  • Must Close Bar Tabs: Require all bar tabs to be closed before running end of day.
  • Auto Save Bar Tabs: Save bar tab totals when an item is added.
  • Quick Reports: Set the number of quick reports allowed between end of day runs.
  • Report Time Cutoff: Set the cutoff time for the end of day.
  • Start Day: Choose the day your week starts.
  • Retail Only: Exclude restaurant-specific information from end of day reports.

Show All Items Button

  • Timeset Items: Display items even if made unavailable by Timeset.
  • Unavailable Items: Display items even if marked as unavailable.
  • Order Type Items: Display items even if not available for the current order type.

Menu Font Options

  • Category and Items: Customize the font style and size for category, items, and options buttons.
  • Show Price: Display item prices on menu buttons.

Checkout Quick Tender

  • Quick Tender Buttons: Set the values for quick tender buttons on the checkout screen.
  • Use Quick Payments: Enable quick payments for cash, credit, gift cards, and checks.
  • Confirm Quick Payments: Request confirmation before submitting quick payments.

EOD Settings

  • Server Terminal: Define which terminal is used as the server.
  • Auto EOD: Enable automatic end of day/batch processing.
  • Auto Start Time: Set the time for automatic end of day/batch processing.

Timers

  • Order Button Timer: Set the delay before the order button can be pressed again.
  • Save Tab Screen Timer: Set the duration for the save bar tab confirmation screen.
  • Change Screen Timer: Set the duration for displaying the change screen after payment.
  • Auto Restart: Enable automatic software restarts after a set period.
  • Auto Clockout: Automatically clock out employees after a set period of inactivity.

Order Wait Time Settings

  • Display Wait Times: Show or hide takeout and delivery wait times.
  • Default Wait Times: Set default wait times for takeout and delivery.
  • Auto Time Reset: Automatically reset wait times to defaults at a specified time.

Guest Count Settings

  • Guest Count Methods: Choose how guest counts are calculated for different order methods.
  • Amount Threshold: Set the amount that triggers an additional guest count.
  • Max Prompt Entry: Set the maximum number of guests that can be entered manually.

Popup Confirmations

  • Disable Confirmations: Disable confirmation boxes for kitchen ticket reprints, delivery orders, and orders without payment.

Scenarios for Using POS Settings

  1. Managing Payment Methods:

    • Scenario: A small café decides to stop accepting checks.
    • Solution: Set “Accept Checks” to “No” in the General Settings.
  2. Handling Large Orders:

    • Scenario: A busy restaurant wants to ensure customer names print on kitchen tickets for large orders.
    • Solution: Enable “For Here Customer Name” and “To Go Customer Name” in the General Settings.
  3. Speeding Up Checkout:

    • Scenario: A fast-food chain wants to reduce wait times at the checkout.
    • Solution: Use the Quick Tender buttons in Checkout Settings to allow employees to quickly enter common payment amounts.

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