Cloud Cheat Sheet

How to Clock In and Out:

Clocking In:

–          TYPE in your PIN

–          Select CLOCK IN

Clocking Out:

–          TYPE in your PIN

–          Select CLOCK OUT

How to Open a Till:

via the Order Screen:

–          Log into the Order Screen

–          Click the Cash Register Icon at the bottom of the screen

–          Enter Starting Till Amount

–          Click Continue

via the Till Management Screen:

–          Navigate to POS Operations

–          Click Till Management

–          Enter Starting Till Amount

–          Click Continue

How to Put a Name on a Tab or Table: (Note: this DOES NOT add a customer to the system)

Name on a Tab or Table:

–          Log Into POS Order Screen

–          Click the Word Walkin

–          Type in Customer Name

–          Click Ok

How to Delete/Void ITEMS:

Delete Items by Swipe:

– Put your Finger on the Item that you want to Delete

– Swipe from Right to Left

– Click Delete

Void and Item that HAS NOT been sent to the Kitchen:

– Select the item

– Select Void Item

Void and Item that HAS been sent to the Kitchen:

– Select the Seat Number

– Select the Item

– Select Void Item

– Select your Void Reason

– Click Add

How to Void CHECK:

Void a check that HAS NOT been sent to the Kitchen:

– Click the Void button at the bottom of the screen

– Click Done

Void a check HAS been sent to the Kitchen:

– Click the Void button at the bottom of the screen

– Select your Void Reason

– Click Add

– Click Done

How to Close a Check to CASH:

–          Ring in Order

–          Select Cash

–          Enter Cash Amount

–          Click Enter

How to Close a Check to a Credit Card:

–          Ring in Order

–          Select Payment

–          Select Credit Card

–          Enter Card Number, Insert Card, Swipe Card

How to Close a Check to Gift Card:

–          Ring in Order

–          Select Payment

–          Select Gift Card

–          Enter Gift Card Number, Swipe Gift Card

–          Click Process

How to View Customer Loyalty Profile:

–          Click the Person icon the top of the screen

–          Search the customer name

–          Click the Customer Name – Customer Profile added to the Check

–          Click the Customer Name

–          Review Customer Profile Information

–          Click Save when Finished

How to Split by Split Check: (Note this will Only Work for (Bar Tab, Dine-In service types)

–          Ring in the Order

–          Send Order to the Kitchen

–          Click the Split Arrows

–          Click Split Check

–          Add Seats as needed

–          Move Items as Needed

–          Click Save & Close

–          Pay Out Checks as Usual

How to Split by Split by Seat Equally: (Note this will Only Work for (Bar Tab, Dine-In service types)

–          Ring in the Order

–          Send Order to the Kitchen

–          Click the Split Arrows

–          Click Split by Seat

–          Add Seats as needed

–          Click Split Evenly

–          Click Save & Close

–          Pay Out Checks as Usual

How to Split by Split by Seat: (Note this will Only Work for (Bar Tab, Dine-In service types)

–          Ring in the Order

–          Send Order to the Kitchen

–          Click the Split Arrows

–          Click Split by Seat

–          Add Seats as needed

–          Move Items as Needed

–          Click Save & Close

–          Click Seat Number one by one

–          Pay Out each Seat as Usual

How to Edit Tips and Batch Out:

–          Navigate to POS Operations

–          Batch /Tip Adjustment

–          Select the Device from the Dropdown

–          Click on a Transaction

–          Enter Tip Amount and Click Continue

–          Click Submit batch

How to Close a Till:

–          Confirm ALL Checks are Closed and Tips are Adjusted

–          Navigate to POS Operations

–          Click on the Active Till that is Showing

–          Click Close Till

–          Click Yes

–          Enter in Amount that is in Drawer

–          Click Continue

–          Click Submit on the Summary Page

How to Cashier Out a SINGLE EMPLOYEE:

–          Navigate to POS Operations

–          Click Till Management

–          Click Reports

–          Click Cashier Out

–          Click Report will Print Out

How to Cashier Out ALL EMPLOYEES:

–          Navigate to POS Operations

–          Click Close Day

–          Click Close All Cashiers

–          Click Done

–          Click Close the Day

–          Click Yes

–          Click Submit

Online Ordering Version 1.1 - Release Notes
Online Ordering Version 1.2 - Release Notes
Online Ordering Version 1.3 - Release Notes
May 2 2022 Release notes
January 3 2023 Release Notes
August 17 2023 Release Notes
Membership Report
Item Notes Visibility in OLO
Online Tip Categorization
Enable PUC Integration
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