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 when sent to the kitchen or splitting 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 categories and items assigned on the left hand side of the page
  4. Multiple menus can be setup on Studio per store and displayed on the EZ Dine app based on the day and time configuration from Studio. For example the Brunch menu will only be visible on the EZ Dine app on certain days and time as a menu option
  5. Selected categories will be highlighted in blue. Once the item is selected it will be listed by default under Seat 1 on the ticket form displaying the base price of the items
  6. The order subtotal, taxes, and grand total will be listed at the bottom of the ticket
  7. 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 would be a required selection as soon as the item is entered. These options are typically drink sizes that offer different prices per size. You can have only one add on selected per item
  2. Item add ons will be automatically shown below the items highlighted with a red background. Once the add on is selected tap the item to expand and view the details of the order
  3. Closing the add on selection can be done by simply 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 any additional instructions needed
  2. Common instruction examples might be things like light, on the side, extra, only
  3. Modifier add ons will be listed inside a red background below the modifier group list
  4. Once the add on is selected the list will be removed and the add on will be associated to the modifier
  5. There can only be one add on selection per individual modifier at a time
  6. Modifier add ons will not be a required selection



Step 6: Entering Items with Modifiers

  1. Items selected with modifiers associated will have the modifier list displayed automatically
  2. Modifier groups will be shown first at the top listing each modifier option inside the group. Modifiers selected will be listed on the right hand side inside the modifier group selections window
  3. For removing a modifier selection simply deselect the modifier from the selections window
  4. Any modifier groups that have a min/max requirement will list the required selection amounts in the top right hand corner
  5. 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
  6. Once the minimum selection conditions are met the red border and Required asterisk will be removed
  7. When all modifier group conditions are met the modifiers will become greyed out from selection
  8. Longer modifier list you will be able to scroll up/down to navigate the entire list
  9. Modifiers part of the default group that are not tied to any specific modifier group will be shown towards the bottom of the modifier list. These will usually be the add/removes that come with the item
  10. The green plus sign will be an add modifier and the red minus sign will be a remove/no modifier
  11. 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
  12. Multiple Add quantities can be done selecting the green plus multiple times for the same modifier. The quantity selected will be shown next to the modifier name
  13. Nested modifier selection would display an additional modifier window after the modifier is selected from inside the modifier group
  14. 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
  15. When the modifier selections are completed you can tap close at the bottom of the page and that will minimize the modifier selection screen and return back to the menu/order section

Modifier & Modifier Groups


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Nested Modifier


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Step 7: 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


Order Instructions


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Step 8: Sending Items on the Order

  1. Once the order is ready to be completed you would tap the send button
  2. Depending on the ordering tab type 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. The sent order will display a green dollar sign icon on the right hand side indicating the order has been sent successfully
  5. The sent items window background color will change from a gray to white color. While the items window border will change from blue to gray color. The send button will become disabled and the payment button enabled when all the items on the order have been sent


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Step 9: 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 10: 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


Manual Item Discount


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Automatic Item Discount


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Step 11: 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 12: 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


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Step 13: 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 14: 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 15: 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 16: 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 merge button will be updated with the name of the order being merged
  6. Select merge and that merged 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 17: 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


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Step 18: 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 19: 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. Removing the auto gratuity amount can be done by selecting the red minus icon. The red minus icon will be located to the left of the auto gratuity heading name on the order form
  8. 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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