Overview

This document will state all of the Pos Settings and what they are for

Go to Back Office > Settings > POS

General Settings

Accept Cash – Determines if Cash is an accepted payment method. If set to “No” then the Cash payment method will be removed from Tills and Banks

Accept Credit – Determines if Credit is an accepted payment method. If set to “No” then the Credit payment method will be removed from Tills and Banks

Accept Gift Checks – Determines if Checks are an accepted payment method. If set to “No” then the Checks payment method will be removed from Tills and Banks

Accept Gift Cards – Determines if Gift Cards are an accepted payment method. If set to “No” then the Cash payment method will be removed from Tills and Banks

Claim Tips – Used in conjunction with Back Office > Employees > Job Manager > Edit Job > Claimed Tips. If both are set to “Yes” then when an employee clocks out they will be prompted to enter their tip total for the day.  The amount they entered will be visible in the Claimed tips report

Change Tips – Determines if Employees can change their credit tips. If Set to “No” then credit transactions with tips will not show in the “Add Tips” list. The privilege of “View all tips” overrides this setting. If “View all tips” is set to “Yes” then the employee will always be able to change their tips. 

Tip Confirmation – Determines if a confirmation window appears when entering credit card tips

Tip Entry Method – “Tip Total” means you enter the tip only. Or “Grand Total” which means you would enter the tip and the transaction amount and tip added together and the system would work out what the tip should be

Custom Item – Enables or removes the “Custom Item” button from “Order Functions” screen on the front end

Custom Modifier – Enables or removes the “Custom Modifier” button from “Order Functions” screen on the front end

Credit Processing – This should be turned on if you are using OrderCounter to process your credit cards. It should be turned off if you are using a third party nonintegrated system for card processing

Authorize Bar Tabs – Authorizes a credit card for Bar Tabs. This requires Credit Processing to be turned on

Authorize Confirm Windows – Determines if a window stating the card was authorized pops up after authorizing the card

Confirm Tab Name – Determines whether a windows confirming the bar tab name appears if the name is pulled from the credit authorization.

Retail Order Number – Asks you to enter an order number which will print on the kitchen ticket for retail orders

Takeout Order Number - Asks you to enter an order number which will print on the kitchen ticket for takeout orders

Delivery Order Number - Asks you to enter an order number which will print on the kitchen ticket for delivery orders

Bar Order Guests – Will ask for the number of guests when placing a bar order

For Here Number – Asks you to enter an order number which will print on the kitchen tickets for “For Here” orders

For Here Customer Name – Asks you to enter a customer name when sending the order. This will print on the kitchen ticket so you can call the customers name when the order is ready

To Go Number – Asks for Order Number for a To Go order which will print on the kitchen ticket for to go orders

Drive Thru Customer name – Asks you to enter a customer name which will print on the kitchen ticket for drive thru orders

Retail Customer Name – Asks you to enter a customer name which will print on the kitchen ticket for retail orders

Removal Reason – Prompts for a reason when removing an item that does not require a manager override

Invoice Check – Determines if you will be allowed to create an invoice if there is a difference between the invoice total and the total of the goods received. 

Authorize Amount – Authorizes a credit card for a bar tab in the amount entered here. Credit processing is required

Deposit Tax Method – Determines if deposits are taxable and if the tax is calculated based on the total ended or in reverse (The total entered is the final total with tax)

Save Tab Immediate – Determines if bar tabs are saved before or after items are rung through. If set to Off then it stops bar tabs being saved with nothing on them

Deposit Tax Code – Choose what tax code to use for deposits

Clock In Message – This message will display to employees when they clock in

Back Up Prompt Days – A prompt to make a backup will appear if a backup has not been created for the number of days set here.

Previous Years Stats – Determines if the previous years stats will appear on the dashboard, end of day and notifications

Barcode Scanning – If set to Yes then it enables a “Scan Items” button on the order screen. If you have the order start in terminal setting set to retail and also have barcode scanning enabled then when you log in the first screen will be a barcode scanning screen. 

Rounding Off – Rounds the grand total to the nearest amount set here. For example, to round to the nearest quarter enter 0.25 here

Rounding Taxcode – This setting determines what tax code is used on the amount that is added when rounding

Rounding Print Display – determines how the rounding figure will show on the receipt 

• As Line – Will show as an extra line under the items but not part of the items
  

• Off – Does not show the rounding amount on the receipt at all. The sub total will include the rounding amount but It will not be specifically shown

• As Item – Will show as if it is another item. The item will be called rounding

Rounding Includes Payment Fees – If set to “On” then the service fee is taken into account when the rounding is added which means if rounding is set to 1.00, the item is 5.10 and the service fee is 0.40 then the rounding will be 0.50 to make 

If set to “Off” then the service fee is ignored when calculating the rounding. So the same item of 5.10 will have rounding of 0.90 and the 0.40 service fee will be added on top. 

Order ID Type – Determines if the order ID will be random or sequential 

Paid Break Title – Sets the title of the paid break button. Only used when integrated with ScheduleGofer. 

Unpaid Break Title – Sets the title of the unpaid break button. Only used when integrated with SchedulGofer

Scales Export – If set to “On” then the scales export page will be shown 

Show I.A.N – If set to “On” then a button named I.A.N (Item availability notice) will appear on the login screen. This screen allows you to see how much of each product you have left when using the Counter feature on the Menu Item itself. 

Internet Timeout – This is the time in milliseconds that will pass before an API will determine that it has failed. (Google maps, OrderCounter API etc)

Change Order Method – Determines if employees can change the order method by going to Order Functions > Change Order Method 

Later Order mins – Creates a notification when a pending order is late by this amount of minutes

Ticket Item Order – This is the order in the receipt box, which is where the items appear on screen when they are rung up. Choose from New Items on Top or New Items on Bottom

Clear Order Prompt – Determines if a prompt appears warning that the current order will be lost when creating a new order

Confirm Fast Cash – If set to “On” then a confirmation box will appear when you press the fast cash button”

Confirm Fast Credit – If set to “On” then a confirmation box will appear when you press the fast credit button”

Combine Bar Tabs Method – Determines if combining bar tabs creates 1 new ticket containing all the combined tabs or a separate ticket for each tab. 

Quick Sign In Reset – Determines if the Quick sign in list resets when closing the till or performing the end of day. Quick sign in is enabled from the terminal settings and the job code.

Tip Notice Percentage – The percentage over the subtotal that will make the tip highlight in red on the add tips screen

Reopen Unsaved Tabs – This setting is used when you want to be able to share a till pick up where you left off. For example, you log on > ring through a couple of drinks > go to make them then someone else logs on > completes their order. Now when you log on you will pick up from the point you left off and can continue adding drinks to the order or settle the check without having to find the last tab you were working on

This only works when the “Order Start” in terminal settings is set to “Bar”

Modifier Order – This affects the order of the modifier mods on the ticket screen. It only applies if you have more than 1 modifier mod attached to a modifier. Set to ascending will have modifier mods show from A – Z. Descending will show from Z – A. For example, Pizza no Mushroom Extra cheese. It is the No and the Extra that will be alphabetized. 

Modifier Print Order Mode – Each modifier has a print order set.  The Modifier Print Order Mode comes into affect when you ring in a modifier mod with the modifier.  

Lets say you have a modifier called "Tomato" that has a print order set to 10 and a modifier mod called "NO" that has print order set to 1.

If you select "NO" then "Tomato" and have this set to "adjust", the print order for the modifier will be 11.  If you have it set to "replace" the print order will be set to 1.

Redeem Larger Deposits – Determines if you are allowed to redeem a deposit that is larger than the balance due. If set to no then you will receive an error when you try and redeem the deposit. If se to Yes then the amount over the balance due will be given as change

Default Custom Item Tax – This is the Taxcode that will be selected for you when you create a custom Item

Allow Deposit Invoices - 

Tips on Account – Prevents you from being able to add tips to a transaction paid for using an account

Add Tip Auto Decimal – This affects the pop-up box that appears when entering a tip in Control Panel > Add Tips.

If set to “No” then entering 200 would show as $200. If set to yes then adding 200 would show as $2.00

Enable Inventory Invoice Edits – Determines if the inventory invoice can be edited after the invoice is received

Enable Inventory Order Quantity Suggestions – If set to “Yes” then the inventory order will populate with the previously ordered amount

Enable Fiscal Invoices – Determines if fiscal invoices can be printed under view transactions. Used for countries that require fiscal printing 

Auto Customer Lookup – Determines whether the customer is looked for or created at pre-auth automatically

Modifier Mods Stay Down – If set to “Yes” then the modifier mods buttons will remain selected until pressed a second time. This allows you to select “No” then select many different modifiers. If set to “No” then the Modifier mod button will be de selected as soon as you apply the modifier mod to a modifier. 

Save and send Retail – Enables or disables the Save and send Button on retail orders

Default Pending Order Sort – Decides how the pending order screens orders are sorted. Choose between Time Entered or Customer Name

Show Tare – If the Item is set to use tare then setting this to “Yes” will show you tare amount next to the item in the receipt box

Tax order by Order Method – This will allow you to designate a different tax code to items based on the order method used to sell them. For example you could charge a different tax rate for to go items. This can be overridden per item. See documentation for further information

Manual Account Balance Adjustments – When active no adjustments made in this way will be reflected in your system accounting. Please use the scale, a refund or payment to the account to have 

the balance changes reflected in system accounting.

Force Report Category Selection – Determines whether to force the selection of a report category in order to save a Menu Item

Maximum Tip – Sets the maximum tip amount. An error will appear if you try to enter a tip above this amount. Some processors have their own Tip Maximum which will override this setting

Prepend time to Item Name – Adds the time the item was rung through before the item name

Break Monitoring – Turns on or off the break monitoring system which allows on screen notifications to employees that need to take their breaks. See documentation for further information

Clear Payments – Enabled or disables the “Clear Payments” button on the checkout screen that lets you remove any part payments that have already been applied

Repeat Quantity – When you select an Item you get more options. One of which is Repeat quantity. This allows you to select one or more Items and repeat them to allow you to for example repeat a round. The options available with this setting are as follows

Current Quantity - Uses the current quantity. This will only work if consolidation is used. If the item selected says 3 Beers then Current quantity will add another 3 beers.

Always 1 – When a selected item is repeated the quantity added will always be one

Prompt – You will be prompted individually for any items you select to be repeated. The order you select the items is the same order you will be asked for the quantities. 

Settle By Number Mode – Determines what screen you will be taken to when settling by order number from the pending orders screen. Choices are:

Manage Tickets – Will take you to the manage tickets screen

Checkout – Will take you to the checkout screen

Keep Server Transfer Ticket – Determines who the table will be assigned to after it is moved / transferred. 

On – The server who was assigned to the table will stay assigned

Off –  The server who is moving the table will take the table

Prompt – Will ask who you want to assign the table to

Keep Server Re-ring Ticket – When re-ringing a ticket after voiding you can now choose if you want the ticket to be assigned to the person who was originally assigned to the ticket or the person who re-rang the ticket

On – The server who originally closed the ticket will keep the funds for that ticket

Off – You will be asked if you want to have the funds assigned to the person that closed the ticket or the person now closing the ticket

Table Service

Assign Sections – Used in conjunction with Back Office > Employees > Job Manager > Edit Job > Choose table sections. When both are enabled and the employee is clocked in you will be asked which table section you want to be assigned to

Advanced Table Statuses – Enables advanced table statuses. This will allow you to create many different table states that will be represented by different colors. Please see documentation for further information

Auto Table Reset – If set to on then when all the tickets are cashed out the table will be available to be used again. If set to “Off” then it will remain open and you will have to enter the table and press “Reset Table” to allow you to create a new sale. The customer could have paid but you may not want the table to be represented as available until it has been cleaned. This setting will allow you to do that. 

Table Check – If turned on then employees cannot clock out with open tables

Open Gratuity – If set to “Off” then the gratuity button will be a toggle between zero and whatever is set in the “Gratuity Amount” field. If set to “On” then the gratuity button will allow you to enter the amount of gratuity you would like to add

Gratuity – Determines whether gratuity is added before or after tax

Gratuity included Discounts – Determines whether gratuity is calculated including or excluding discounts. Includes discounts means it will charge gratuity on the discounts as well. For example

Includes Discounts. $5.00 with 50% discount is now $2.50 10% gratuity would be 0.50

Excludes Discounts $5.00 with 50% discount is now $2.50 10% gratuity would be 0.25

Gratuity Amount – The percentage or gratuity that will be added when the gratuity button is pressed

Gratuity Edit – Determines whether gratuity can be edited from the checkout screen under Checkout Functions. This also enables auto gratuity which can be added from Settings > Service Fees. See documentation for further information

Number of Guests – Prompts for a number of guests when a table is opened

Drinks Per Guest – Warns when the number of drinks is not equal or greater to the number of guests. The Menu Item for all drinks needs to have “Drink” ticked as a special item type for this feature to work 

Server Accept Cash – Determines if the server can accept Cash when using a Bank

Server Accept Credit – Determines if the server can accept Credit when using a Bank

Server Accept Check – Determines if the server can accept Check when using a Bank

Server Accept Gift Card – Determines if the server can accept Gift Card when using a Bank

Action After Send – Determines what happens after you send the send order or save and send button

Nothing – Stays on the same screen

Table Diagram – Goes to the table diagram

Sign Off – Takes you back to the login screen

Print Category Sales on Bank – Determines whether the servers category sales print on their bank reports.

Print Button – If enabled a print button will appear on the top of the order screen allowing you to print all tickets 

Table Service Checkout Button – Enables a Checkout button to appear on the bottom right of the order screen when using the table order method. This stops you from having to go to Manage Tickets to get to the pay screen

Exempt Gift Cards from Gratuity - If enabled then it will not be possible to add gratuity to gift cards

End of Day / Reports

End of Day Report – Determines if this report will print when the end of day runs

Hourly Report – Determines if this report will print when the end of day runs

Manager Comp Report – Determines if this report will print when the end of day runs

Employee Comp Report – Determines if this report will print when the end of day runs

Promotion Report – Determines if this report will print when the end of day runs

Pre Send Removal Report – Determines if this report will print when the end of day runs

Manager Removal Report – Determines if this report will print when the end of day runs

Employee Removal Report – Determines if this report will print when the end of day runs

Sales Category Report – Determines if this report will print when the end of day runs

Fee Group Report – Determines if this report will print when the end of day runs

Remove Fees From Cash – Determines if this report will print when the end of day runs

Labor Report – Determines if this report will print when the end of day runs

Account Report – Determines if this report will print when the end of day runs

Comp Detail Report – Determines if this report will print when the end of day runs

Number of Employee Transactions Report – Determines if this report will print when the end of day runs

Must Close Bar Tabs – If enabled then all bar tabs must be closed before end of day will run

Auto Save Bar Tabs – Determines if bar tab totals are saved when an item is added to a bar tab. If this is not enabled then when an item is added to an existing bar tab, it will not show the updated price 

Bar Tab Order – You can choose to order Bar Tabs orders by Customer Name or Date Entered

Quick Reports – The number of times you can run a quick report between running end of days

Report Time Cutoff – This is the time that the system sees as the end of the day. It should be set for a couple of hours after you close. The end of day should be run before this time

Start Day – The day your week starts on

Retail Only – If turned on the end of day report will not include restaurant specific information

Show All Items Button

Timeset Items – If enabled then the show all items button will force items to be displayed even if they have been made unavailable by the Timeset.

Unavailable Items – If enabled then the show all items button will force items to be displayed even if they have been marked as unavailable

Order Type Items - If enabled then the show all items button will force items to be displayed even if they are not available with this order type

Menu Font Options

Category – Bold – Sets the font on the category buttons to be Bold

Category – Size – Sets the font on the category button to be a standard or large size

Items – Bold – Sets the font on the buttons to be Bold

Items Size – Sets the font on the Items buttons to be a standard or large size

Options – Bold – Sets the font on the options buttons to be Bold

Options – Size – Sets the font on the options buttons to be a standard or large size

Options – Sort – Determines whether the modifiers sort horizontally or vertically 

Show Price – If set to “On” then the Item price will be displayed on the Menu Item Buttons

Checkout Quick Tender

These are the buttons that appear on the payment screen that allow you to select the payment amount from a button instead of entering it in manually

Button 1 – Changes the value of the quick tender button on checkout

Button 2 – Changes the value of the quick tender button on checkout

Button 3 – Changes the value of the quick tender button on checkout

Button 4 – Changes the value of the quick tender button on checkout

Button 5 – Changes the value of the quick tender button on checkout

Button 6 – Changes the value of the quick tender button on checkout

Button 7 – Changes the value of the quick tender button on checkout

Button 8 – Changes the value of the quick tender button on checkout

Button 9 – Changes the value of the quick tender button on checkout

Button Quarter – Turns the Quarter button on or off. If set to off then the amounts stated in Button Quarter Alternative will be used

Button Third – Turns the Third button on or off. If set to off then the amounts stated in Button Third Alternative will be used

Button Half – Turns the Half button on or off. If set to off then the amounts stated in Button Half Alternative will be used

Button Quarter Alternative – This amount is used in place of the Button Quarter if Button Quarter is turned off

Button Third Alternative – This amount is used in place of the Button Third if Button Third is turned off

Button Half Alternative – This amount is used in place of the Button Half if Button Half is turned off

Use Quick Cash – If set to yes then when you press the Cash button on the pay screen it will enter the exact amount needed to pay off the transaction and submit the payment. It is the equivalent of pressing “Exact” > “Cash”

Confirm Quick Cash – Requests confirmation before submitting a quick cash payment

Use Quick Credit – If set to yes then when you press the Credit button on the pay screen it will enter the exact amount needed to pay off the transaction and submit the payment. It is the equivalent of pressing “Exact” > “Credit”

Confirm Quick Credit – Requests confirmation before submitting a quick Credit payment

Use Quick Gift Card – If set to yes then when you press the Gift Card button on the pay screen it will enter the exact amount needed to pay off the transaction and submit the payment. It is the equivalent of pressing “Exact” > “Gift Card”

Confirm Quick Gift Card – Requests confirmation before submitting a quick Gift Card payment

Use Quick Check – If set to yes then when you press the Check button on the pay screen it will enter the exact amount needed to pay off the transaction and submit the payment. It is the equivalent of pressing “Exact” > “Check”

Confirm Quick Check – Requests confirmation before submitting a quick Check payment

EOD Settings

Server Terminal – Defines which terminal is used as the server and contains the OrderCounter database

Auto EOD – Enables the automatic running of End Of Day / Batch at the time specified

Auto Start Hour – The Hour the End Of Day / Batch will run

Auto Start Minute – The number of minutes after the “Auto Start Hour” that the End Of Day / Batch will Run

Timers

Order Button – The amount of time in seconds that the order button (This is the button on the top left of the screen that will create a new order) will be disabled after pressing it. Enter “0” to disable the timer

Save Tab Screen – The amount of time in seconds that it will take for the save bar tab confirmation screen will take to disappear. Enter “0” to disable the timer

Change Screen – The amount of time in seconds that the screen displaying the customers change after payment is submitted will appear before automatically closing. Enter “0” to disable the timer

Auto Restart – The intended purpose for this setting is so that you can make sure the software restarts every x number of hours as long as it is not in use. This is linked to the terminal setting called “Terminal Time Out” If you set terminal time out to 1 min and you are logged in without using the till for 1 min then you will be logged out. Once logged out the system checks to see if the amount of time in hours between the last restart and the current time is greater that the number set in the “Auto Restart” setting. If it is then the Till application will be restarted. Set to “0” to disable

Auto Clockout – Every 30 minutes an operation runs that checks how long each employee has been clocked in for and compares it against the number stored in this setting. If it is the same or greater then it clocks out that employee and adds an “Auto-Out” punch in the employee hours report which you will have to correct. 

Order Wait Time Settings

Display Takeout Wait Time – Displays / Hides the takeout wait time. These times are set manually by clicking on them and requires the “Edit Wait Times” permission to override. These times display on the login screen, the delivery order screen and the takeout order screen

Display Delivery Wait Time – Displays / Hides the Delivery wait time. These times are set manually by clicking on them and requires the “Edit Wait Times” permission to override. These times display on the login screen, the delivery order screen and the takeout order screen

Default Takeout Time – This is the time that the Takeout wait time will be set to when it is first enabled and if the auto time reset is enabled

Default Delivery Time – This is the time that the Delivery wait time will be set to when it is first enabled and if the auto time reset is enabled

Auto Time Reset – If turned “On” the Delivery and Takeout wait times will be reset to their defaults at the time specified in the “Auto Time Reset Time” setting

Auto Time Reset Time – The time at which the Delivery and Takeout wait times will be reset to their defaults. Requires “Auto Time Reset” to be enabled

Guest Count Settings

This section allows you to change the way that guest count is calculated per order method.

You can choose from the following for each

Prompt – Will show a pop up box and ask for you to enter the guest count

Amount – Uses the “Amount Threshold” Setting and adds a guest for every time the transaction amount of the check goes over the threshold. See Documentation for further information

Drinks – Determines the guest count based on the number of drinks they ordered. Each Drink counts as 1 guest. Drinks are defined as Menu items that have the special item type of “Drink” enabled

One – Each transaction is one guest

Zero – Transactions will not impact the guest count

Retail Guest Count Method – Allows you to choose how guest counts are calculated for this order method

Takeout Guest Count Method – Allows you to choose how guest counts are calculated for this order method

Delivery Guest Count Method – Allows you to choose how guest counts are calculated for this order method

Bar Tab Guest Count Method – Allows you to choose how guest counts are calculated for this order method

Table Guest Count Method – Allows you to choose how guest counts are calculated for this order method

For Here Guest Count Method – Allows you to choose how guest counts are calculated for this order method

To Go Guest Count Method – Allows you to choose how guest counts are calculated for this order method

Drive Thru Guest Count Method – Allows you to choose how guest counts are calculated for this order method

Amount Threshold – This is the amount that when surpassed will cause the system to count another guest when using the “Amount” count method

Max Prompt Entry – This is the maximum number of guests that can be entered in the guest prompt for order methods that are set to use the “Prompt” count method. Enter zero to allow any number

Popup Confirmations

Disable Kitchen Ticket Reprint Confirmation – Disables the confirmation box that appears when reprinting kitchen tickets

Disable Confirm Delivery Orders – Disables the confirmation box that appears when signing an order out for delivery