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TABLE OF CONTENTS

• Creating a store
• Managing Payroll Reporting
• Managing Ticket Reasons
  • Creating a new void or comp reason
• Managing Pay In & Out
  • Creating a New Pay In or Pay out
• Managing Receipt Settings
• Managing Credit Card Settings
• Additional Resources and Help!

In this section you will learn the following:
- How to set up a new store
- How to create and manage ticket reasons
- How to create and manage Pay In and Pay Out Reason
- How to make changes to your customer receipts
- Updating your credit processor information

Creating a store

1. Click on Stores from the COMPANY section

2. Click on Add Store + to create a new store location

3. On the Create New Store Screen you can set up the following
   1. General
      1. Upload the logo for the location
      2. Name
      3. A store number to identify between.
      4. Address
      5. Phone
      6. Main email for correspondence 
      7. Email for reports to send to
         1. Multiple emails can be placed in the report email section.
      8. Credit Card Capture Time
         1. This is not the batch time.  This can be considered the cutoff time for ensuring all your employees have entered their tips and transactions finalized.
   2. Settings
      1. Copy Settings
         1. If this is not the first store you created, you can copy the settings from other locations
      2. General
         1. Back display is used to set up images for the customer display if applicable
         2. Time Zone
      3. Report & Labor
      4. Ticket
      5. Pay In & Out
      6. Receipt
      7. Merchant Credit Card Settings
4. Click Save

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Managing Payroll Reporting

Accurate payroll reporting is essential for ensuring your employees are compensated properly for their time.  Ensuring the correct standard in reporting will help ensure this.

1. Click on Stores within the COMPANY section

2. Click the Blue Pencil Icon to edit your store

3. Navigate to the Settings section and click on Report & Labor
4. In this screen you can modify the following

   Report cutoff time	This is the time in which your daily reporting will stop and begin the new business day
   First Day of Week	This is used to set the day of the week your payroll starts
   Payroll Minimum Wage	This notes minimum wage settings to calculate payroll and labor statistics.
   Reporting Group Sales End-Shift and End-Day Reports	This setting when enabled will display a break down of all the reporting groups on the end-day and end-shift reports.
   Hide Server Owes/Owed on End-Shift and End-Day Reports	This setting when enabled will remove the Server Owes/Owed on the End-Shift and End-Day Reports.

5. Click Save

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Managing Ticket Reasons

Ticket reasons allow you to track why something happened on a ticket. The reasons set in this section will be split between two categories, "Void" and "Comp." 

Void Reasons will be used for occasions where a server or managers must void a ticket or item. This is generally used for mistakes, customer changes, or canceled.

Comp Reasons will be used for servers or managers comp an item for a customer. These are complimentary updates for promotions or needing an item discounted to be free.

1. Click on Stores within the COMPANY section

2. Click the Blue Pencil Icon to edit your store

3. Navigate to the Settings section and click on Ticket
   
   

Creating a new void or comp reason

1. Click into the appropriate section for the reason created.
2. Type in the reason name and click Create

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Managing Pay In & Out

Pay Ins and Pay Outs are great ways to track when cash is moved inbound or outbound from the registers outside of a No Sale or customer transaction.

1. Click on Stores within the COMPANY section

2. Click the Blue Pencil Icon to edit your store

3. Navigate to the Settings section and click on Pay In & Out

Creating a New Pay In or Pay out

1. Click into the Pay In/Out Reasons section
2. Type in the reason name and click Save

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Managing Receipt Settings

Having the right information displayed on the receipt is essential to have elevate traffic or have less issues if questions are brought up.

Uses for footer lines
- Provided information about upcoming promotions
- Providing disclaimers such as services charges.

1. Click on Stores within the COMPANY section

2. Click the Blue Pencil Icon to edit your store

3. Navigate to the Settings section and click on Receipt
4. In this screen you can modify the following:
   1. Enable or disable the top of the receipt to have the address of the business.
   2. Custom Footer test at the bottom of the receipt
   3. Manage Credit Card Receipt Settings
      1. Enable or disable the printing of Credit Card Receipts
      2. Enable Tip Suggestions
         1. Modify the tips suggestions.
      3. Enable or disable the prompting at the end of a transaction to print a finalized receipt.
         
         

Receipt settings


Finalized receipt prompt enable

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Managing Credit Card Settings

This information is required for customer card processing.  Your processor will provide you with the information to fill into this section.

1. Click on Stores within the COMPANY section

2. Click the Blue Pencil Icon to edit your store

3. Navigate to the Settings section and click on Merchant Credit Card Settings
4. Update the following:
   1. Merchant ID
   2. Username
   3. Password
5. Click Save

Animated visual aid to be added later when Auth Code section is removed.

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Additional Resources and Help!

Still have questions? Please contact us any time at support@ezsoftpos.com.

NOTE: If emailing, please include your business name in the subject line of the email

and provide your preferred contact information for the best response time.

Visit our help center Help Center for more guides and tutorials