TABLE OF CONTENTS
- Step 1: Control Center
- Step 2: Message Center
- Step 3: Orders
- Step 4: Exit Screen
- Step 5: Transaction History
- Step 6: Gift Cards
- Step 7: Reports
- Step 8: Manager
- Step 9: Pay In/Out
- Step 10: Open Drawer
- Additional Resources and Help!
Step 1: Control Center
From the control center you will have the ability to perform all POS features from placing orders, running reports, accessing finalized transaction, displaying messages, and much more. Each control center section will require the related employee permissions to be turned on from Studio
- All currently clocked in employees will be listed on the left hand side inside the employees window. The employee assigned to the cash drawer will be shown with a cash drawer icon and cash drawer number next to their name
- The active devices window will display all authenticated devices online and connected to the EZ Dine network. The device name and number will list a wifi icon indicating the device is online
- All devices will send out a check in message every 10 seconds to all other devices. If a device does not check in for 20 seconds it will be assumed the device is offline and has been disconnected
- For any devices that are disconnected from the network the device name and wifi icon will turn red with a mark through it. If the devices stays disconnected for 15 minutes, it will be removed from the list as no longer active
Employees & Active Devices
Offline Device
Step 2: Message Center
Please reference the EZ Dine App article here for using the message center Message Center
Step 3: Orders
Please reference the EZ Dine App article here for managing orders Ordering Fundamentals
Step 4: Exit Screen
- Selecting the exist screen tab or exist screen icon on the top right header will return back to the main login page
- The exist screen icon will be accessible from any section when logged into the device
Step 5: Transaction History
For any employees accessing the transaction history section the related permissions will need to be turned on from Studio Only the current twenty four hour day transaction history will be shown. The transaction list will reset daily based on the store settings report cutoff time
- All orders finalized for the current twenty four hour business day will be listed inside the transaction history section
- You will be able to view all employee transactions or employee specific transactions depending on the permission levels
- The running transaction count, the net collected total, and the tip amount entered will be listed on the bottom of the page
- Transactions will be displayed by default in order based on the transaction finalized time. With the earliest transactions listed first
- Each transactions column information can be re-ordered by selecting the name heading of the column
- Transactions can be filtered based on credit card payments with or without tips applied
- Search transactions based on the transaction id, employee name, or credit card authorization code. This transaction information will be listed on the credit card and finalized receipts
- Choosing a specific transaction can be done by selecting the transaction number. Once the transaction number is selected the transaction row will be highlighted in red
- When the transaction is highlighted you will be able to view/edit details of the order
- The tab order name will be displayed at the top listing the items and payments tied to the order
- Reprinting the finalized receipt of the order can be done by selecting the print icon to the right of the order name
- For transactions with multiple seats there will be a print icon to the left of the seat number. This will print a customer receipt specific to the individual seat
- Any instances a transaction was finalized by mistake and needs to be edited it can be reopend
- Select the blue reopen tab at the bottom of the order
- You will prompted to enter in a reason for reopening the order
- The reopened transaction will be created and stored inside the previous transaction tab ordering section. The tab will be identified with [REOPENED] after the order name
- Perform any edits to the reopened transactions which might include voiding payments or items and finalize
- Inside the transaction history section the new transaction number will be listed. The new transaction will display the previous transaction number and that is a [REOPENED] transaction
- The ability to reopen the new transaction will be disabled
Transaction View
Transaction Filter
Transaction Search
Transaction Reopened
Reopened Transaction
Step 6: Gift Cards
Please reference the EZ Dine App article here regarding checking a gift cards balance Gift Card Balance Lookup
Step 7: Reports
Report access will require the specific report permission turned on for the employee on Studio If neither report permission End-Shift/End-Day is on for the employee. They will be restricted from accessing the report section all together. For emailing the reports the emails configured inside the store settings report email section is where the reports will be sent to
- The end-shift report will list the overall transaction information for the employee specific shift based on their clock in/out time
- For employees using their own bank it will calculate the servers owes/owed number based on the cash sales minus credit card tips
- Select reports and End-Shift
- Once selected you will have the option to view/scroll, print, and email the report
- Any employees with sales will print an end-shift report automatically when clocking out
- The End-Day report will list a summary of each employees end-shift report. While also providing an overall snapshot of the entire periods activity based on the date/time ran for
- Select reports and End-Day
- Once selected you will be prompted to confirm the current day or enter in a custom date to run the report
- Confirm the period and hit done. You will have the option to view/scroll, print, and email the report
End-Shift Report
End-Day Report
Step 8: Manager
Please reference the EZ Dine App article here regarding the manager section Manager Section
Step 9: Pay In/Out
For detailed instructions on setting up pay in/out please reference the Studio article found here Pay IN/OUT Studio Reasons
- Select which type of action you will performing. Money taken out of the cash drawer = Payout. Money put back into the cash drawer = Payin
- Once the action type is selected you will see the payin/payout display window. It will list the action type and the cash drawer number being used
- Tap the reason and you will be able to scroll up/down to view the entire pay in/out reason list configured on Studio
- The reason selected will be displayed on the payin/payout window
- Next enter the amount and the amount will also be displayed on the payin/payout window
- Tap submit and the cash drawer will open while also printing the pay in/out receipt with the amount and reason entered
- The payin/payout will be recorded on the cash drawer report and any place cash is calculated for reporting purposes
Step 10: Open Drawer
- Selecting open drawer will trigger the cash drawer to open for any reasons
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