Transactions

After you click Begin Check or Begin Fast Transaction on the home page, the transaction page appears. After clicking Begin Check, you may be prompted to enter the check name (if pre-authorization credit card payment is not defined, or if the pre-authorization does not return a name), and then you can enter a pre-authorization amount before accessing the transaction page. If a check name is not entered, the check number appears in the check header.

The transaction page shows menu items, family groups, pre-authorization, and other check functions.

Figure 1-3 Bar Transaction Page on Workstations and Tablets


This figure shows the Bar Transaction page that appears on the POS client for the workstation or tablet UI.

The following table describes the areas called out in the image.

Table 1-2 Bar Transaction Page

Callout Number Area What You Use It For

1

Check detail

View check details, such as the date and time, menu items on the check, and total due. Click the drop-down arrow in the header to view the check number, employee, and order channel (if configured).

2

Search

Search for menu items. Click the Search icon (This image shows the Search icon.) to use the onscreen keyboard. A search line appears at the top of the page. Enter the item name, and then click OK.

Menu items appear in alphabetical order in groups. Upper and lower case can be used.

To clear the search entry, click the blue cross.

3

Guests

Select + and to change the number of guests on the bar check. When you select + and the guest count is at 9 (the maximum value allowed), the number rolls to 1.

To use the guest count number pad to enter a larger number of guests, click Guest, enter the number, and then click OK.

The maximum number of guests is 9999.

4

Order type

Select the order type to change the value. In the image example, click Dine In to change the order type to another (such as Take Out).

5

Menu levels

Set the Main and Sub Menu Levels.

6

Family groups

Select a family group to see all available menu items assigned to a specific category (for example, Beer or Wine). Menu item buttons and the family group button are the same color, which cannot be changed. Family group names are automatically displayed in number order.

7

Menu items

Select a menu item to add it to the check. If sort priority is not used, menu items are listed in alphabetical order.

In the image example, click Main to change the menu level from Main to another menu level.

8

Payment buttons

Payment buttons (for example $10.00) can be configured in the EMC. They are referred to as Quick Payments. More payments can be configured to appear in the Other Payments menu.

9

Discounts and Service Charges

Apply a discount or service charge to a check

10

Transaction Functions

Cancel Transaction

Access additional functions that you can use while in a check.

Cancel the current transaction and return to the Home page.

11

Print

Send

Print a check.

Send menu items to the kitchen.