TABLE OF CONTENTS


Step 1: Ordering Basics

Accessing the order section will require the employee to have order access permission turned on from Studio


  1. Select the Orders tab from the POS Control Center section. This will take you to your orders page where the different tab names and types that were created on Studio will be listed
  2. Simply navigate to the respective tab section and create the order
  3. Once the order is created an empty ticket will be created to begin entering items for the order
  4. All orders will be depicted using the employee's color setup on Studio
  5. Inside the order sections the red back arrow button will take you back to the EZ Dine control center. All open orders will be saved and listed inside the ordering sections
  6. The top heading of the order ticket will list selection icons for adding seats, kitchen ticket instructions, returning back to the order page, and additional ordering features
  7. The red back arrow will return you back to the previous ordering section listing all the pending orders
  8. Selecting the red back arrow while the order is empty will automatically close out the order
  9. Selecting the red back arrow with pending items(not sent) or sent items will keep the order open and listed inside the respective ordering section
  10. The green dollar sign icon means the items on the order have been sent and the order is ready for payment. Orders without the green dollar sign icon means there are pending items ready to send
  11. Add guest icon will create another seat on the order for organizing items for the kitchen ticket or payments
  12. The edit pencil icon will prompt to add an order instruction before items are sent that will print on the kitchen ticket
  13. Additional ordering features will be shown when the edit notepad icon is selected. This will include the ability to void, merge, and transfer orders


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Step 2: Entering Items

  1. Once the order is started an empty ticket will be created to begin entering items for the order
  2. The top of the ticket will list the order identifier, date/time, and the employee's name who created the order
  3. The store menu will be shown listing the attached categories below
  4. Multiple menus can be setup on Studio per store and displayed on the EZ Dine app. Depending on the Studio menu configuration you will have the ability to setup menu visibility restirctions based on certain days and time
  5. Select a category and the items associated to the category will be listed
  6. The top menu header will update only displaying the current menu and category you are currently on
  7. Any categories setup on Studio with a color the menu header color will update to that categories color
  8. Navigating back to a previous category or the entire category list you can tap the category or menu name directly from the menu header
  9. For returning back to the menu selection tap the back arrows located in the left corner on the menu header
  10. Once the item is selected it will be listed by default under Seat 1 on the ticket form displaying the item name and price
  11. The order subtotal, taxes, and grand total will be listed at the bottom of the ticket
  12. Items will be shown inside the gray item selection window. The item text will be black with a blue border around the  item window indicating those items have not been sent. Sending is required to complete the order for payment


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Step 3: Entering Items with Tax Included

For detailed instructions on setting up menu items with the tax included please reference the Studio articles found here
Menu Management
  1. Items configured with tax included will list the real price of the item and tax amount to equal the actual price setup for the item on Studio
  2. The real price and tax amount will be displayed on the EZ Dine app ticket form and printed receipts
  3. From the example a $3 item with 9% tax will be listed with a real price of $2.75 and tax of $.25 to equal the $3 price point configured on Studio


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Step 4: Entering Items with Add On Groups

  1. Items setup with add on groups will be a required selection as soon as the item is entered. These options are typically drink portions that offer different price points per size. You can have only one add on selected per item
  2. Item add on options will be automatically displayed below the item category list
  3. The Studio add on group name will be listed inside a red background with the add on options
  4. Once the add on is selected you can tap the item to expand and view the details of the order
  5. Closing the add on selection can be done by navigating to a different item or category from the menu


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Step 5: Entering Modifiers with Add On Groups

  1. Modifiers can be setup with add on groups to provide additional selection options
  2. Two common examples are portions and order prep instructions
  3. Portions setup for pizza topping modifiers that will list the portion size and charges relating to the portion size selected
  4. Common prep instruction examples might be things like light, on the side, extra, only
  5. Modifier add ons will be listed inside a red background below the modifier group list
  6. Once the add on is selected the list will be removed and the add on will be associated to the modifier
  7. There can only be one add on selection per individual modifier at a time
  8. Modifier add ons will not be a required selection

Portions


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Instructions


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Step 6: Entering Items with Modifiers

  1. Items selected with modifiers will have an automatic or manual option for displaying the modifier list
  2. Any modifier groups that have a minimum required selection will display the item modifications list automatically directly below the item list
  3. If there is no minimum requirement then tap to expand the item and select the modifier list icon to display the modifier list as needed
  4. Modifier groups displaying the Studio group name will be shown first in the order configured on Studio. Each modifier assigned to the group will be listed. Modifiers selected will be listed on the right hand side inside the modifier group selections window
  5. Any modifier groups that have a min/max requirement will list the required selection amounts in the top right hand corner
  6. If a minimum selection is required the modifier group will be displayed with a red border and an asterisk in red with the name Required after the modifier group name
  7. Once the minimum selection conditions are met the red border and Required asterisk will be removed
  8. For removing a modifier selection simply deselect the modifier from the selections window
  9. When all modifier group conditions are met the modifiers will become greyed out from selection
  10. Longer modifier list you will be able to scroll up/down to navigate the entire list
  11. Modifiers that are not tied to any specific modifier group will be shown towards the bottom of the modifier list. These will be the add/removes that come with the item
  12. The green plus sign will be an add modifier and the red minus sign will be a remove/no modifier
  13. For deselecting a No modifier select the green plus Add for the same modifier. Deselecting an Add modifier can be done by selecting the red minus for the same modifier
  14. Nested modifiers will display additional modifier options after the modifier is selected from inside the modifier group
  15. Some common examples of nested modifiers might be an additional prep choice after a protein is selected. Or having a dressings choice after a side salad modifier is selected
  16. When the modifier selections are completed you can tap the green Add tab in the top right hand corner to add the item to the order
  17. Cancel will close the item modifications window and return back to the menu item selection list

Manual


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Modifier & Modifier Groups


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Nested Modifier


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Step 7: Item Doubles

  1. Doubles are commonly used when setting up bar drinks offering the ability to add another price point for higher quantity pours
  2. Any items setup on Studio that uses the double button will display a double 2X icon
  3. Tap the item to expand and you will see the red 2X double icon
  4. When selected the item name will append with double that will be printed on all receipts
  5. The item price will be updated reflecting the double price point being used

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Step 8: Modifying Items before Sending

  1. Before the items are sent there will be a few options to modify that entered item
  2. Tap the item and you will see the full order details listing any modifiers or add ons that have been added
  3. Adding quantity or deleting the item can be done by using the blue + icon for adding quantity. Or the red minus icon for deleting the item
  4. For adding an item special instruction select the blue edit pencil icon and the special instruction window will be displayed. Enter the instruction details and press Ok. The item special instruction will now be listed in red underneath the item
  5. When using multiple seats you can move items between seats before or after the items have been sent
  6. Tap the vertical arrow icon to display the move item to seat window. The seat number will be listed where you can select which seat to move the item to. Only one seat selection can be made at a time
  7. Applying an order instruction for all the items on the order can be done by selecting the blue edit pencil icon located between the add seat and red back arrow tabs at the top of the order ticket
  8. Select order instruction and the instruction window will be displayed. Enter the instruction and Ok
  9. The order instruction entered will be listed in red text above the order name
  10. Once the order is sent the order instruction will be shown below the date/time on the kitchen ticket

Modifying Items


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Move Items


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Order Instructions


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Step 9: Sending Items on the Order

  1. Once the order is ready to be completed you would tap the relevant send navigation options
  2. Depending on the send option used you could either be directed to the payment or ordering pages automatically after sending
  3. After the order has been sent the items will print to any designated remote printers configured on the menu categories and items on Studio
  4. Sent orders will be displayed with a green dollar sign icon on the right hand side indicating the order has been sent successfully
  5. Sent items will have the window background color change from a gray to white color
  6. The send and send & pay button options will update to return and pay


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Step 10: Modifying Items after Sending

  1. After items are sent you will have options to repeat, move, split, discount, comp and void the item
  2. Tap the item to expand the order details
  3. The options to delete or add a special instruction will be grayed out since the item has been sent
  4. Repeating an already sent item can be done by selecting the blue plus icon. If the item has any add ons or modifiers associated those will be repeated along with the item
  5. Splitting items between seats will evenly divide the item price by the number of seats selected
  6. Tap the divergent arrows icon and the split item seat window will be displayed. Select the number of seats to split the item between
  7. The item will be moved automatically to those seats with spilt price and number of ways split listed on each seat
  8. Un-splitting an item can be done by moving the split item back to the original seat for the price to reflect correctly
  9. The green dollar sign icon can be used for applying discounts or comps
  10. The red trash can icon can be used for voiding the item. This will prompt the void reason list configured on Studio
  11. The discount, comp, and void options will require the necessary employee permissions and setup to be configured on Studio

Repeat Item


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Split Item


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For detailed instructions on discounts, comps, and voids setup please reference the Studio articles found here
Studio Discount Setup
Studio Comp Setup
Studio Void Reason Setup

Employee permissions will be needed to apply item discounts, comps, and voids


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Step 11: Item Discounts

  1. Select the green money icon and the price modification window will be displayed
  2. You will have the option to select any preconfigured discounts or enter a manual discount
  3. Preconfigured discounts will be any category and item discounts setup on Studio. Select the discount name and tap apply and close
  4. The discount name and type selected will now be shown below the item
  5. For manual discounts select the manual discount type from the price modifications window
  6. Enter the name and percentage or dollar amount value for the manual discount. Tap apply and close and the discount will be created and listed below the item
  7. Removing the discount follow the same steps prior and simply deselect the discount highlighted and apply and close. The discount will no longer be listed under the item
  8. Any discounts configured on Studio to auto apply will automatically apply the discount once the item is rang in

Preconfigured Item Discount


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Manual Item Discount


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Automatic Item Discount


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Step 12: Item Comps

  1. Select the green money icon and the price modification window will be displayed
  2. Comp reasons that have been preconfigured on Studio will be shown. Select the comp reason and then close
  3. The comp reason will be listed under the item and an item price of zero will be listed in parenthesis


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Step 13: Item Voids

  1. Select the red trash icon and the void reason list will be displayed. You can scroll up/down the void reason window to see all the reasons listed
  2. Choose the appropriate void reason and tap Ok
  3. The item name will now be listed with a strikethrough and price changed to zero. The item window will also change to a gray background color
  4. The send button will become enabled. Sending will be required in order to update the item status of the void. Once sent a voided item ticket will be sent back to the remote printers setup on Studio
  5. If there is an existing payment applied to the order then voiding the item will be prohibited
  6. The void alert message window will be displayed indicating to void the payment first before continuing

Item Void


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Void Alert


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Step 14: Adding Seats

  1. Select the guest + icon on the top left of the ticket form. This will create additional seats on the order for organizing items when sent to the kitchen or splitting payments 
  2. Adding seats can be done from any ordering tab type
  3. The seat numbers will be added in numerical order
  4. Each seat can be accessed by selecting the seat number heading row
  5. When the seat number header is listed in blue that indicates the current seat you will be on
  6. The order details on the other seats will be minimized while on the current seat number
  7. Deleting the seat can be done by selecting the minus icon to the left of the seat number
  8. Once items are entered under the seat the delete seat option will become hidden. In order to delete the seat after items are entered you would need to move, delete, or void the items from the seat
  9. When the seat becomes empty you will see the delete seat option displayed again


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Step 15: Manager/Employee Override

  1. Employees without permissions required to perform certain tasks will need to request for manager/employee approval with those permissions enabled
  2. The permission override window will be displayed listing the required permission unavailable to the current employee 
  3. Selecting yes will prompt the employee permission check window for approval. The manager/employee with access will enter their passcode and complete the steps needed to perform the task
  4. Selecting no will close out the permission override window and return back to the current page


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Step 16: Transferring Orders

Studio employee transfer orders permission will be needed in order to transfer an order between employees


  1. From the menu/order page select the additional order options icon in the top right hand corner
  2. Tap the employee transfer option
  3. List of clocked in employees that have order access permission turned on will be shown
  4. Select the employee name from the employee transfer window and that order will be transferred to the new employee
  5. The employee name and color on the order ticket will be updated
  6. The top right heading employee name will list the current logged in employee into the device. That employee name will not change when the order is transferred
  7. Selecting cancel on the transfer order window will close the employee selections and return back to the menu/order page


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Step 17: Merging Orders

Studio employee merge orders permission will be needed in order to merge two orders together


  1. Select the additional ordering options icon on the top right of the ticket and you will see a list of more ordering features
  2. Merge orders will combine any open order's items into the current order you are on. The open orders listed will need to have the items already sent on the order
  3. You will see inside each ordering tab section the open orders that can be merged. Only one order can be merged at a given time
  4. Select the order that is being merged and that order will now be highlighted in red
  5. The green merge button will be updated with the name of the order being merged
  6. Select merge and that order will be removed from the ordering page and those items added as a separate seat on the current order


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Step 18: Void Order

  1. Select the additional ordering options icon on the top right of the ticket and you will see a list of more ordering features
  2. Void order will void all the items on the ticket all at once and close out the order automatically
  3. The void item employee permission will be used for checking the ability to void the order
  4. Items that have already been sent will prompt the void reasons list. Select the reason and Ok
  5. If there is an existing payment on the order the void order option will be disabled for selection. The payment should be voided first prior to voiding the order


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Step 19: Re-sending Orders

  1. Any instances where a duplicate kitchen ticket needs to be resent for the entire order again
  2. Select the additional ordering options icon
  3. You will have a new ordering option to Re-Send the entire order again
  4. The Re-Send option will only be visible if all the items on the order have already been sent
  5. All items on the order will be resent again to the designated prep stations
  6. An EZ Dine app notification message will be displayed that the order has been sent to the kitchen
  7. The kitchen ticket will list in red on the header/footer DUPLICATE


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Step 20: Auto-Gratuity


For detailed instructions on applying automatic gratuity to an order please reference the Studio articles found here
Studio Auto-Gratuity


  1. Based on the studio settings configured the auto gratuity percentage amount will be added when creating a table order meeting the required guest number
  2. Adding separate seats equal to the guest number to any tab order type will also apply the auto gratuity percentage amount
  3. The auto gratuity amount will be based on the order grand total (subtotal + taxes) 
  4. The auto gratuity amount will be listed on the bottom of the ticket form on the order and payment pages
  5. When printing the customer check the auto gratuity amount will be shown and included on the seat and order total amount due. This means any payment method selected will have the auto gratuity automatically applied
  6. The auto-gratuity amount will also be shown as a separate line item on the finalized and credit card receipts
  7. Running the end-shift, end-day, or Studio system financial reports will list the auto gratuity amounts as a service charge

Auto Gratuity Table Order


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Auto Gratuity any Order Type


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