Check Management
Refunding Through POS
Typically, a refund for a transaction from a previous day / batch can be done through Transafe. However, if a customer is not processing through TranSafe or does not have access , you can initiate a refund directly through a onePOS terminal. This can ...
Cash Discount - Negative Cash Balance Re-Opening Check
- If a customer is using cash discount , sometimes when re-opening a check that was closed to a credit card, the cash balance will display as negative. - The balance on the check is still 100% correct, even if cash is displaying negative The reason ...
Dining Area - Prompting For Table Name
If you have a dining area where you want to input a table name upon opening a new check / table , you have to verify one setting is checked. - In the manager console, navigate to Setup > Revenue Source Setup > Dining Areas - Select the dining area ...
How to Split a Check Between Guests
In this article, you will learn how to split a check when multiple guests at a table want to pay separately. Setting up a Check to be Split To split a check, we first want to ensure that each guest has their own items assigned to them. This is ...
Utilizing Voids in onePOS: A Comprehensive Guide
Voids are a crucial feature within the onePOS system, allowing businesses to effectively manage transactions by removing specific items or payments as necessary. This guide delineates the process of using voids, configuring privileges, and ...
Closing Check
To close a check Step 1: Select Close Check Step 2: Select Form of Payment The check will automatically close once the payment is accepted (if that feature is enabled)
Taking Multiple Payments for One Guest/Check
Taking Multiple Payments for One Guest/Check Touch “Close Check” Touch the type of payment you want to do first. For example, if the check is $40 and you want to pay $25 on credit card 1, which is a Visa card, as the first payment, touch Visa and ...
Splitting And UnSplitting Items Among Multiple Guests
Splitting And UnSplitting Items Among Multiple Guests/Checks Make sure the guest count is correct (you cannot split items among multiple guests if the check only has one guest). If the guest count is incorrect, touch “check options”, then touch ...
Assigning a Customer ID to a Check
Assigning a Customer ID to a Check NOTE Assigning customer IDs to checks allow tracking of purchases as well as reporting sales data at the customer level. NOTE It is EXTREMELY important that you attempt to locate the customer within the system ...
Using the “Send and Add” Feature
Using the “Send and Add” Feature 1. Ring up the items normally that you wish to send immediately on their own chit (kitchen ticket). 2. Touch “Delay Send”. 3. Touch “Send and Add”. 4. Ring up the next set of items you wish to send. 5. Touch “Delay ...
Using the “Delay Send” Feature
Using the “Delay Send” Feature NOTE The “Delay Send” and “Send and Add” features are especially helpful for ringing in appetizers and entrees at the same time. For example, these functions allow you to ring in appetizers, send them to the kitchen ...
Re-Opening Checks
Re-Opening Checks There are two unique ways of re-opening a check in onePOS. Both ways are described below: Re-Opening Through Server Menu Log in as a server Select ‘Server Menu’ Select ‘Re-open Check’ or ‘Last’ if it was the last check that you ...
Using the “Hold” Feature
Using the “Hold” Feature To “hold” an item or items, you can touch the blue “Hold” button just above the G# 2 and G# 3 buttons. It will turn red and say “Holding Items”. Then, anything you ring in will have an “H” next to the quantity. Anything with ...
Using the “Change Ticket Type” Feature
Using the “Change Ticket Type” Feature NOTE Changing the ticket type is especially helpful when a dine-in table wants to place a to-go order to take with them. After all of the “Dine-In” items have been sent to the kitchen, touch “Check Options” at ...
Processing Exceptions: Discounts / Comps / Coupon / Void
Processing Exceptions: Discounts / Comps / Coupon / Void Sign in as the server that owns the table OR Sign in as a manager and touch “Select Active Employee” or “Query by Table”. Open the table. Touch “Check Options” at the bottom. Touch the item or ...
Selling or Redeeming Gift Cards / Certificates
Selling or Redeeming Gift Cards / Certificates To sell a gift card/certificate: Open a table (new table or existing table). Touch “Check options” at the bottom. Touch “Sell Gift Card” or “Sell Gift Cert” at the top. Select the appropriate option for ...
Substitute or Remove / 86 an Ingredient / Side
Substitute or Remove / 86 an Ingredient / Side If the item you wish to change out/86 is already displayed under the main item: Touch the ingredient you wish to change out/86. Touch the item you wish to substitute for the original ingredient, or to 86 ...
Opening a Tab
Opening a Tab NOTE This procedure will automatically open a new tab, name this new tab with the name on the credit card, preauthorize the customer’s credit card for the pre-set amount for your establishment while retaining the card info for later ...
Closing a Tab
Closing a Tab Open the tab you wish you close. Ensure all items have been rung up. Touch “Close Check” at the bottom of the screen. Touch “Prepay”. How to close a tab To apply the total amount due to the original credit card used when opening this ...
Payment Applied to Wrong Guest or Check
Payment Applied to Wrong Guest or Check While the server who owns the table is signed in, touch “Employee Menu,” then “Reopen Check,” and then touch the corresponding check you wish to reopen. Also, a manager can sign in, touch “select active ...
Printing Checks for Multiple Guests
Printing Checks for Multiple Guests Ensure each guest has ownership of the correct items Touch “Print Check” Touch how you wish to print the check(s) with the buttons on the right side of the screen. 1. If you choose “Print with Sub”, one receipt ...
Transferring a Whole Guest or Check
Transferring a Whole Guest or Check To transfer a guest or table to another server, touch “check options” and then touch “Transfer Check”. Touch the guest(s) you want to transfer, then touch “done” Touch the Server/Bartender who will be receiving the ...
Entering Credit Card Tips
Entering Credit Card Tips NOTE Credit card tips must be entered for all credit card transactions before a server or bartender can check out, even if there was no tip left on the credit card. NOTE You can check how much you’ve made in credit card tips ...
Taking a Single Payment
Taking a Single Payment NOTE Swiping a credit card any time without first touching “close check” and then touching the type of payment or “select guest” will process the payment for the amount shown at the bottom left corner. NOTE If a guest (or ...
Transfer Items to Another Guest
Transfer Items to Another Guest To transfer item(s) to another guest within the same check, touch each item you wish to transfer to the other guest, then touch “change guest”, then touch the guest number you wish to transfer the items to. Touch ...
How to Recall Past Transactions
Going over pos transaction query and reprint historical check from the manager menu. To look into a transaction: 1) Open onePOS Management Console 2) Click POS- POS Transaction Query You can filter by Employee, Revenue Center, Dining area, Payment ...
How to do a Keyed Transaction
When ready to close the check select “Close Check” Select the CreditCard or Chipper payment button. Select Key on Device Then enter the full card number and expiration date.
Taking Multiple Payments for One Guest/Check
Touch “Close Check” Touch the type of payment you want to do first. For example, if the check is $40 and you want to pay $25 on credit card 1, which is a Visa card, as the first payment, touch Visa and swipe the Visa card. A box will appear allowing ...
Splitting And Un-Splitting Items Among Multiple Guests
Make sure the guest count is correct (you cannot split items among multiple guests if the check only has one guest). If the guest count is incorrect, touch “check options”, then touch “change guest count” and select the correct number of guests. ...
How to Modify or Remove a Tip
How do I modify a tip that has been entered incorrectly? *NOTE: This does not work for tips entered on a prior date after EoD (End of Day) has run. 1. Sign into onePOS as employee tip is under. Either through direct sign on ID or through "Select ...
Refunding a Tip from a Previous Day.
Refunding a tip back to a customer's credit card from a previous day. You will need the customer's card or card number with the exp date. Start a new check/tab/table Add an open item for $0.01 Go to check options Highlight the item and press ...
Cash Discount: Terminal Appearance & Recommended Signage
This is an example of what a check would look like when cash discount is enabled. Recommended Language for Signage:
Taking Multiple Payments for One Guest/Check
Touch “Close Check” Touch the type of payment you want to do first. For example, if the check is $40 and you want to pay $25 on credit card 1 as the first payment, touch Chipper/Credit Card/Visa and swipe the Credit card. A box will appear allowing ...
Entered Wrong Credit Tip and Already Ran a Checkout
One of my servers entered the wrong amount for a credit card tip, but they have already checked out. How do I fix it? A. To make changes to tables that originally handled by an employee that has already run a checkout, first, you need to reopen their ...
Transfer Items to Another Guest
To transfer item(s) to another guest within the same check, touch each item you wish to transfer to the other guest, then touch “change guest”, then touch the guest number you wish to transfer the items to. Touch “send”, “print check”, or “close ...
Assigning a Customer ID to a Check
NOTE Assigning customer IDs to checks allow tracking of purchases as well as reporting sales data at the customer level. NOTE It is EXTREMELY important that you attempt to locate the customer within the system before adding them as a new customer. ...
Reprinting a Checkout
Checkout slips aren’t “reprinted” but instead the checkout is reversed and then done again. To reverse a checkout, sign in as the employee, touch employee menu, then reopen check. You should see the checkout listed there, much like when reopening a ...
How to do a Refund
Overview Refunds will allow money to be returned to a customer, typically as a recompense for poor service, product, or other error. Performing a Refund Refund for Same-Day Transaction If you need to refund a payment for a transaction that was from ...
Reprinting an Employee Checkout
Checkout slips aren’t “reprinted” but instead the checkout is reversed and then done again. To reverse a checkout, sign in as the employee, touch Employee Menu, then Re-Open Check. You should see the checkout listed there with an arrow beside it, ...
Reopening a closed guest check & removing payment
To re-open a check that has been closed to cash or another form of payment log onto a terminal as the employee who closed the check. Note: this can be done by the employee, or on behalf of the employee by a manager (select active employee on the FOH ...
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