Store Settings : Help Center

TABLE OF CONTENTS

Step 1: Store Settings
Step 2: General Settings
Step 3: Report Settings
Step 4: Ticket Settings
Step 5: Pay In & Out Settings
Step 6: Receipt Settings
Step 7: Merchant Credit Card Settings
Step 8: Employee Settings

The store settings section will list configurable and customizable options used by the EZ Dine App per location
For details on the online ordering settings please reference the online ordering article section found here
Online Ordering Settings

Step 1: Store Settings

Select the store settings tab and the list of different setting types will be displayed
Tap the settings section heading name to expand and view the list of settings
Once all settings have been created and turned on/off. Tap the update store settings in the top right corner to save

Step 2: General Settings

Selecting the local store time zone that will be used when capturing the credit card transactions

Step 3: Report Settings

Report Cutoff Time: When the next day will automatically start for reporting and transactions
First Day of Week: The start of the pay period used for calculating employee hours
Payroll Minimum Wage: Used for calculating over time pay
Reporting Group Sales End-Shift and End-Day Reports: Displays each reporting groups category name and sales
Hide Server Owes/Owed on End-Shift and End-Day Reports: When paying out tips per pay period instead of per shift. This will remove the server owes/owed calculation
Credit Card Details End-Shift Report: Itemizes each credit transaction with the card brand type, amount, tip, and total

Step 4: Ticket Settings

Ticket reasons created will be tracked to the related reports for auditing

Void Reasons: List of void types that will be displayed for the employees to choose from
Enter the reason and tap the blue Create + tab
Voids are usually any mistakes made that do not count towards the item being sold. Common void examples are long wait time, wrong item, test
Comp Reasons: List of comp types that will be displayed from the employees to choose from
Enter the reason and tap the blue Create + tab
Comps are usually when the item was sold but given away for free. Common comp examples are waste, promo, birthday

Step 5: Pay In & Out Settings

Tracks any cashflow movement going in or out of the cash drawer. Common examples would be employee tip outs, buying supplies, adding additional cash to the starting cash drawer bank
Enter the reason and tap the blue Create + tab

Step 6: Receipt Settings

Header/Footer: Verbiage that will be listed on the top and bottom of all customer receipts
Print Credit Card Receipts: Automatically prints the merchant/customer credit card receipts after every processed credit card transaction
Print Finalized Receipt: Automatically prints the detailed transaction receipt after every finalized transaction
Prompt Finalized Receipt: Option to print the finalized transaction receipt per transaction. The print finalized receipt setting will need to be on to use the prompt setting
Item Grouping Kitchen Receipts: When using the add + quantity for items. The kitchen ticket will list X2(qty) instead of listing the same item separately

Step 7: Merchant Credit Card Settings

Once an active merchant credit card processing account has been approved. The credentials provided will be entered and listed in this section
Required information will be merchant id, username, and password
After the initial store settings save/update the merchant password will be masked

Step 8: Employee Settings

There will be two types of configurable employee tip programs that can be used
Employee Tip Out & Claimed Tips: Provides the ability to track employees who distribute(tip out) to other task who receive those tips
Inside the employee task section select which task will be the tip distributors and receivers
Edit the task and select the tip settings located at the bottom of the page
Tap the tip settings heading to expand and you will see the distributor or receiver setting to choose from
Tips claimed by the distributors and receivers will be listed on the timesheet details and summary reports
Under the employee section you will see a new Tip Management tab. You can view and edit the tip receivers claimed tip amounts for any specific date range
When editing the claimed tip amount tap the edit pencil icon. Enter an amount, reason, and save
Once the tip receivers amount is changed it will automatically update the corresponding tip distributors claimed tip amount
Tip Pooling: Combines the employees credit card tips and evenly distributes the tip amounts based on the hours worked during the 24 hour shift
Inside the employee task section select which task will be part of the tip pool
Edit the task and select the tip settings located at the bottom of the page
Tap the tip settings heading to expand and turn on the tip pool setting
There will be a new labor Tip Pooling report listed that will calculate the claimed tip pool amounts per employee
The tip pool report can be generated by any date for the 24 hour day