TABLE OF CONTENTS

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, and much more. Each control center section will require the related employee permissions to be turned on from Studio


  1. 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 next to their name
  2. The active devices window will display all the POS devices online and connected to the EZ Dine network. The device name and number will list a wifi icon indicating the device is online
  3. 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
  4. 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 If the devices stays disconnected for 15 minutes, it will be removed from the list as no longer active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


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Offline Device


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Step 2: Orders

Please reference the EZ Dine article here regarding ordering fundamentals
Ordering Fundamentals


Step 3: Exit Screen

  1. Will return the user back to the employee login page


Step 4: Transaction History

For any employee's accessing the transaction history section the related permissions will need to be turned on from Studio
Only the current day's transactions will be listed. The transaction list will reset daily based on the store settings report cutoff time


  1. All orders finalized for business day will be listed inside the transaction history section
  2. You will be able to view all employee transactions or employee specific transactions depending on the permission levels
  3. The running transaction count, the net collected total, and the tip amount entered will be listed on the bottom of the page
  4. Transactions will be displayed by default in order based on the transaction finalized time. With the earliest transactions listed first
  5. Each transactions column information can be re-ordered by selecting the name heading of the column
  6. Filter transactions based on credit card payment with or without tips
  7. Search transactions based on the id/number, employee name, or credit card auth code all listed on the credit card or finalized receipts
  8. 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
  9. When the transaction is highlighted you will be able to view/edit details of the order
  10. The tab order name will be displayed at the top listing the items and payments tied to the order
  11. Reprinting the finalized receipt of the order can be done by selecting the print icon to the right of the order name
  12. Any instances a transaction was finalized by mistake and needs to be edited it can be reopend
  13. Select the blue reopen tab at the bottom of the order
  14. You will prompted to enter in a reason for reopening the order
  15. 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
  16. Perform any edits to the reopened transactions which might include voiding payments or items and finalize
  17. 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
  18. The ability to reopen the new transaction will be disabled

Transaction View


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Transaction Filter


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Transaction Search


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Transaction Reopened


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Reopened Transaction


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Step 5: Gift Cards

Please reference the EZ Dine article here regarding checking a gift cards balance
Gift Card Balance Lookup


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Step 6: 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


  1. The end-shift report will list the overall transaction information for the employee specific shift based on their clock in/out time
  2. For servers using their own bank it will calculate the servers owes/owed number based on the cash sales minus credit card tips
  3. Select reports and End-Shift
  4. Once selected you will have the option to view/scroll, print, and email the report
  5. 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
  6. Select reports and End-Day
  7. Once selected you will be prompted to confirm the current day or enter in a custom date to run the report
  8. Confirm the period and hit done. You will have the option to view/scroll, print, and email the report

End-Shift Report


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End-Day Report


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Step 7: Manager

Please reference the EZ Dine article here regarding the manager section
Manager Section


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Step 8: Pay IN/OUT


For detailed instructions on setting up pay in/out please reference the Studio article found here
Pay IN/OUT Studio Reasons


  1. Select which type of action you will performing. Money taken out of the cash drawer = Payout. Money put back into the cash drawer = Payin
  2. 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
  3. Tap the reason and you will be able to scroll up/down to view the entire pay in/out reason list configured on Studio
  4. The reason selected will be displayed on the payin/payout window
  5. Next enter the amount and the amount will also be displayed on the payin/payout window
  6. Tap submit and the cash drawer will open while also printing the pay in/out receipt with the amount and reason entered
  7. The payout/payin will be recorded on the cash drawer report and any place cash is calculated for reporting purposes



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Step 9: OPEN DRAWER

  1. Selecting open drawer will trigger the cash drawer to open for any reasons

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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.


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