System Preferences
Table of Contents
Manage System Preferences
Learn how to configure your restaurant’s settings in the Eats365 POS app or on the Merchant Portal.
In this article, you’ll learn how to configure your system preferences to manage the different settings for your restaurant.
Eats365 POS
Change System Preferences
To change your restaurant’s System Preferences, follow the steps below:
- Log in to the Eats365 POS.
- At the top left, tap Settings
. - Under Advanced Settings, tap System Preferences.
- To enable your preferred setting, toggle the switch
next to the setting that you want to turn on. - At the top right, tap Save to confirm.
System Preferences
You can toggle the following options to set as a system preference:
Item Entry
Individual Item Entry Mode
When enabled, you can enter Items with multiple quantities in separate rows.
Force Quantity Input
When enabled, a keypad is displayed on the screen whenever you select a menu Item that doesn’t have any modifiers. You must enter the desired Item quantity in order to add the Item to the order.
Quick Combo
Turn on to let the system look for opportunities to group Items into combo sets during order entry.
Tier Override Quick Key
Adds a quick key 
on the order-taking screen that allows you to change the Tier Prices on the spot.
Ordered Modifier Display Type
Sets the Ordered Modifier Display Type as Line or Joined.
Show Item Count in Cart
Shows the quantity of a selected Menu Item in the cart.
DeleteCoursing
Course Override Quick Key
Displays the option to change courses at the bottom of the order-taking screen. It also allows the POS to override the set course for Items and assign a default course for all Items.
Tip: If course presets are not being used at an item level, it’s recommended to set the default to Instant.
Default Course
Note: This setting is available when Course Override Quick Key is enabled.
Choose the default course that all Items would belong to.
Delay Fire Quick Key
Allows you to set up quick keys where you can input the delay time (in minutes) when an Item is fired to the kitchen. You can set up a maximum of four quick keys.
Auto Fire Course
When enabled, the system will fire each course after a specific time. The delay time is shown on the order next to the item. This feature is especially helpful to automate sending different courses to their respective kitchens at the right time.
Delay Fire Timer Calculation Method
Choose how you want to calculate the start of Delay Fire Timer:
- First Ordering Time - the system will treat the first ordering time as the starting time when calculating the Delay Fire Timer for each course.
- Course’s First Appearance - the system will calculate each Course’s First Appearance Time (instead of the First Ordering Time) as the starting time when calculating Delay Fire Timer for that particular course.
Course
Note: This setting is available when Auto Fire Course is enabled.
Allows you to set the delay time for each course. Additionally, the time entered for each course is calculated individually and is not dependent on the course that may precede them.
DeleteFire/Hold
Fire Dine-in Items by Default
Fires a Dine-in Item once an order is confirmed.
Fire Takeout Items by Default
Fires a Takeout Item once an order is confirmed.
Require Check Name
When enabled, the following options become available:
- Require Takeout Order Check Name requires a name to be set for a check.
- Optional Takeout Order Check Name retains the option to set a name for a check but sets the requirement as optional.
Audit Log
Preset Cancel Item Reason
Turn this setting on to enable the following options:
- Cancel Item Request Input Message: Allows you to enter a reason why an Item is being canceled.
- Preset Reasons: Allows you to create pre-made reasons you can easily select when an Item is canceled.
Preset Reject Order Reason
Turn this setting on to enable the following options:
- Reject Order Request Input Message: Allows you to enter a reason why an Item is being rejected.
- Preset Reasons: Allows you to create pre-made reasons you can easily select when an order is rejected.
Preset Void Order Reason
Turn this setting on to enable the following options:
- Void Order Request Input Message: Allows you to enter a reason why an Order is being void.
- Preset Reasons: Allows you to create pre-made reasons you can easily select when an order is void.
Preset Refund Item Reason
Turn this setting on to enable the following options:
- Refund Item Request Input Message: Allows you to enter a reason why an Item is being refunded.
- Preset Reasons: Allows you to create pre-made reasons you can easily select when an Item is refunded.
Preset Discount Reason
Allows you to add a pre-made Discount reason when enabled.
Preset Pay In Reason
Allows you to add a pre-made Pay In Reason when enabled.
Preset Payout Reason
Allows you to add a pre-made Payout reason when enabled.
Preset Drop Reason
Allows you to add a pre-made Drop reason when enabled.
Preset Purchase Reason
Allows you to add a pre-made Purchase reason when enabled.
DeletePayment
Auto Fill Amount Tendered
Auto fills the Amount Tendered.
Enable ‘Void and Clone’ Function when Void Order
Enables ‘Void and Clone’ Function when an order is void.
Note: The Void and Clone function allows the system to void and reuse the order to create a new order.
Split Bill
When Split by Item, enable Split Among Bills
When enabled, the system evenly splits the particular Item among chosen bills.
When Split by Item, enable Split in Equal Parts
When enabled, the system evenly splits the particular Item into parts, based on the specific quantity, for further allocation.
DeleteCustom Menu Category
Show Custom Menu Bar and Menu Category by Default
Shows the Custom Menu Bar and Menu Category by Default.
Hide “All” button in Custom Menu Bar by Default
Hides the “All” button in the Custom Menu Bar by Default.
Auto Return After Menu Item Selection
Auto returns to the main category selection screen once a Menu Item is selected.
DeleteOrder
Calculating Product Price Type
Sets when a Product Price Type is calculated: Current Time or Parent Order Time.
Unlink Table Group after Order is Completed
Unlink a Table Group after an order is completed.
Remind Staff to Add Member to Order
When enabled, a pop-up notification appears to remind staff to add the member to an order upon ordering.
DeletePrinting
Show Print Expeditor Ticket Button
Shows the Print Expeditor Ticket Button on the order taking screen.
Show Print Order Ticket Button
Shows the Print Order Ticket Button on the order-taking screen.
DeleteDaily Closing Report Settings
Show Sales by Menu Item
Shows sales by Menu Item.
Show Sales by Single Item
Shows sales by Single Item.
Show Discounts
Shows discounts.
Note: To view the discount breakdown, turn Show Discount Breakdown on.
Show Sales by Product Type
Shows sales by Product Type.
Show Revenue Center
Shows the Revenue Center.
DeleteShift Report Settings
Show Sales by Menu Item
Shows sales by Menu Item.
Show Sales by Single Item
Shows sales by Single Item.
Show Discounts
Shows discounts.
Show Void Order List
Shows the Void Order List.
Show Sales by Product Type
Shows sales by Product Type.
DeleteOther Settings
The following settings allow you to display additional information on the Payments screen.
Show Total Price
Shows total price.
Order Remarks
Shows Order Remarks.
Show Cost of Item
Shows Cost of Item.
Edit Open Amount Item Cost
Allows you to edit an open amount Item Cost.
Show Gross Profit of Order
Shows Gross Profit of Order.
Show Quick Key for Transfer Item
Shows the Quick Key for Transfer Item.
Service Call
Allows you to create, edit, or delete service calls.
Tip: Service Call works with Scan to Order BYOD and PhotoMenu. If the Service Call option is enabled, customers would have the option to toggle the Service Call on their device and choose the type of service that they need. A prompt appears on the POS to notify staff when a Service Call for a table is needed.
Clock In/Out Settings
Require Photo
Requires a photo whenever a staff member signs in and out on the POS.
DeleteScanning Settings
Scanning Device Type
Allows you to choose the type of scanning device for your POS. You may choose from the following options:
- Scanner
- Camera
- Camera + Scanner
Item Display Sequence
Enable Item Display Sequence
Changes the sequence of your Item Categories.
Note: This sequence is applied to all Kitchen tickets, KDS, Expeditor Tickets, Expedite, Order Tickets, and Receipts.
Item Action Button Sequence
Change Sequence
When enabled, this setting allows you to create, edit, or delete action button sequences.
Available Action Button Sequences:
- Select
- Edit
- Fire
- Hold
- Change Course
- Change Seat
- Special Request
- Reprint
- Rush
- Transfer
- Reorder
- Comps Discount
- Allow Discount
- No Discount
- Waive SC
- Delete
- Reprint Course
Other Devices
Add custom messages and toggle additional settings for your Modules.
Manage Other Devices settings
To change Other Devices settings, follow the steps below:
- Log in to the Eats365 POS.
- At the top left, tap Settings .
- Under Advanced Settings, tap Other Devices.
- Change your preferred Other Devices settings:
-
Ticket Kiosk:
- Enter a custom message that gets displayed on the Ticket Kiosk screen.
- Reset the Management Passcode for the Ticket Kiosk.
- E-Signage: Enter a custom message that gets displayed on the E-Signage screen.
-
Customer Facing Display:
- Choose between Photo Shuffle or Custom Upload.
Note: Photo Shuffle displays images that have been added to menu Items while Custom Upload must be associated with a Media Group. - To display an ordered Item on the Customer Facing Display, turn on Show Ordered Item Image .
- Choose between Photo Shuffle or Custom Upload.
-
Expedite: Toggle the following settings on or off:
- Auto Complete Order
- Show Cutlery Request
-
Ticket Kiosk:
- At the top right, tap Save to confirm.
Barcode Configuration
Manage your Barcode’s dimensions. For more information on using Barcodes, refer to Set up Embedded Barcodes.
Manage Barcode Configuration settings
To change the Barcode Configuration settings, follow the steps below:
- Log in to the Eats365 POS.
- At the top left, tap Settings .
- Under Advanced Settings, select Barcode Configuration.
- To turn on Embedded Barcode, turn on Enable Embedded Barcode .
- (Optional) You can choose to add a delimiter and define roundingrules for the following options:
- Embedded Barcode in Weight
- Embedded Barcode in Price
- At the top right, tap Save to confirm.
Online Ordering Setting
Manage the settings used for online ordering.
Manage Online Ordering settings
To change Online Ordering settings, follow the steps below:
- Log in to the Eats365 POS.
- At the top left, tap Settings .
- Under Advanced Settings, tap System Preferences, then select Online Ordering Setting.
- To change your preferred Online Ordering settings, turn on the toggle beside the setting .
Online Ordering Settings:- Allow user to place with remarks: Lets customers add additional remarks when they add a Menu Item to their order.
- Show sold out item: Lets the customer know if a particular Menu Item is sold out.
- Allow user to input item quantity: Lets customers enter a quantity for a Menu Item order.
- Show Item Price for Free Takeout Items: Displays the Item Price for Free Takeout Items.
- Show Item price for Free Dine-in Items: Displays Item Price for Free Dine-in Items.
- At the top right, tap Save to confirm.
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
General
Change General System Preferences
To change your restaurant’s system preferences, follow the steps below:
- Log in to the Merchant Portal.
- From the left panel, click on Advanced Settings, then click on System Preferences.
- Select General.
- To enable your preferred settings, toggle the switch
next to the setting that you want to turn on. - At the top right, click on Save to confirm.
You can toggle the following options to set as a system preference:
Cashier Preferences
Individual Item Entry Mode
When enabled, you can enter Items with multiple quantities in separate rows.
Force Quantity Input
When enabled, a keypad is displayed on the screen whenever you select a menu Item that doesn’t have any modifiers. You must enter the desired Item quantity in order to add the Item to the order.
Quick Combo
Turn on to let the system look for opportunities to group Items into combo sets during order entry.
Course Override Quick Key
Displays the option to change courses at the bottom of the order-taking screen. It also allows the POS to override the set course for Items and assign a default course for all Items.
Tip: If course presets are not being used at an item level, it’s recommended to set the default to Instant.
Period Price Used During Add On Orders
Sets the Period Price Used During Add On Orders as According to Order Time or According to Order Creating Time.
Fire Dine-in Items by Default
Fires a Dine-in Item once an order is confirmed.
Fire Takeout Items by Default
Fires a Takeout Item once an order is confirmed.
Auto Fill Amount Tendered
Auto fills the Amount Tendered.
Enable ‘Void and Clone’ Function when Void Order
Enables ‘Void and Clone’ Function when an order is void.
Note: The Void and Clone function allows the system to void and reuse the order to create a new order.
When Split by Item, enable Split Among Bills
When enabled, the system evenly splits the particular Item among chosen bills.
When Split by Item, enable Split in Equal Parts
When enabled, the system evenly splits the particular Item into parts, based on the specific quantity, for further allocation.
Show Custom Menu Bar and Menu Category by Default
Shows the Custom Menu Bar and Menu Category by Default.
Hide “All” button in Custom Menu Bar by Default
Hides the “All” button in the Custom Menu Bar by Default.
Auto Return After Menu Item Selection
Auto returns to the main category selection screen once a Menu Item is selected.
Force Enter Party Size
Requires party size in the POS before taking an order.
When paid order, auto unlink table group
Unlinks a Table Group after an order is completed.
Remind Staff to Add Member to Order
When enabled, a pop-up notification appears to remind staff to add the member to an order upon ordering.
Show Print Expeditor Ticket Button
Shows the Print Expeditor Ticket Button on the order taking screen.
Show Print Order Ticket Button
Shows the Print Order Ticket Button on the order-taking screen.
Show Total Price
Shows Total Price.
Order Remarks
Shows Order Remarks.
Show Cost of Item
Shows Cost of Item.
Edit Open Amount Item Cost
Allows you to edit an open amount Item Cost.
Show Gross Profit of Order
Shows Gross Profit of Order.
Show Quick Key for Transfer Item
Shows the Quick Key for Transfer Item.
Order Number Prefix Type
Sets the Order Number Prefix Type as Letter or Number.
Require Photo
Requires a photo whenever a staff member signs in and signs out.
Add on Item when repeat CRM Order
Adds on Item when a CRM Order is repeated.
Scanning Type
Sets the scanning type as Receipt and Product Code (SKU) or Loyalty Card.
Scanning Device Type
Allows you to choose the type of scanning device for your POS. You may choose from the following options:
- Scanner
- Camera
- Camera + Scanner
Reporting
Daily Closing Report Settings
- Show Sales by Menu Item: Shows Sales by Menu Item.
- Show Sales by Single Item: Shows Sales by Single Item.
-
Show Discounts: Shows Discounts.
Note: To view the discount breakdown, toggle Show Discount Breakdown on. - Show Sales by Product Type: Shows Sales by Product Type.
- Show Revenue Center: Shows the Revenue Center.
Shift Report Settings
- Show Sales by Menu Item: Shows Sales by Menu Item.
- Show Sales by Single Item: Shows Sales by Single Item.
- Show Discounts: Shows Discounts.
- Show Void Order List: Shows the Void Order List.
- Show Sales by Product Type: Shows Sales by Product Type.
Item Display Sequence
Enable Item Display Sequence
Changes the sequence of your Item Categories.
Note: This sequence is applied to all Kitchen Tickets, KDS, Expeditor Tickets, Expedite, Order Tickets, and Receipts.
Operation Preferences
Service Call
Allows you to create, edit, or delete service calls.
Default Loyalty System Provider
Sets the default Loyalty System Provider.
DeleteItem Action Button Sequence
Item Acton Button
Allows you to create, edit, or delete action button sequences when enabled.
Available Action Button Sequences:
- Select
- Edit
- Fire
- Hold
- Change Course
- Change Seat
- Special Request
- Reprint
- Rush
- Transfer
- Reorder
- Comps Discount
- Allow Discount
- No Discount
- Waive SC
- Delete
- Reprint Course
Revenue Center
Revenue Centers are used in reporting differentiating total income for your restaurant. For example, if your restaurant has a bar, dining, and grab 'n' go area, you can create three separate Revenue Centers for each area to analyze the profits of each area.
Tip: You can also add a Table to a Revenue Center.
Add a Revenue Center
To add a Revenue Center, follow the steps below:
- Log in to the Merchant Portal.
- From the left panel, click on Advanced Settings, then click on System Preferences.
- Select Revenue Center.
- At the top right, click on +Add Revenue Center.
- Under Basic Information, enter the Revenue Center Name and Code.
- Under Assigned Areas, click on the checkbox to select the Area you’d like to include in the Revenue Center.
- Under Assigned Tables, click on the checkbox to select the Tables you’d like to include in the Revenue Center.
- Under Assigned Devices, click on the checkbox to select the devices you’d like to include in the Revenue Center.
- Under Assigned Online Ordering, click on the checkbox to select the devices you’d like to include in the Revenue Center.
- At the top right, click on Save to confirm.
Sequential Check Name
Sequential Check Name allows all printed checks to follow a sequential series. For example, a series of checks can follow AB1000, AB1001, AB1002, and so on.
Turn on Sequential Check Name
To enable support for Sequential Check Name, follow the steps below:
- Log in to the Merchant Portal.
- From the left panel, click on Advanced Settings, then click on System Preferences.
- Select Sequential Check Name.
- Turn on Support Sequential Check Name .
- Turn on Sequential Check Name for Pickup and Delivery .
- Set the values for Length, Start, and End.
- At the top right, click on Save to confirm.
Audit Log
The Audit Log setting allows you to create a pre-made reason that can be used in different order and payment-related scenarios.
Enable Audit Logs
To enable Audit Logs, follow the steps below:
- Log in to the Merchant Portal.
- From the left panel, click on Advanced Settings, then click on System Preferences.
- Select Audit Log.
- Select the tab where you’d like to create a Preset Reason. You can choose from the following tabs:
- Cancel Item
- Refund
- Reject Order
- Void Order
- Discount
- Pay In
- Pay Out
- To turn on the Request Reason, click the toggle on .
- (Optional) To enter a custom message, turn on Input Message .
- To create a Preset Reason, click +Add New.
- At the top right, click on Save to confirm.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
General
Change General System Preferences
To change your restaurant’s system preferences, follow the steps below:
- Log in to the Merchant Portal.
- From the left panel, click on Advanced Settings, then click on System Preferences.
- Select one of the following:
- Cashier Preferences
- Report Preferences
- Item Display Sequence
- Operation Preferences
- Item Action Button Sequence
- End Day Reminder
- Portal Configuration
- To enable your preferred settings, toggle the switch
next to the setting that you want to turn on. - At the top right, click on Save to confirm.
Cashier Preferences
Individual Item Entry Mode
When enabled, you can enter Items with multiple quantities in separate rows.
Force Quantity Input
When enabled, a keypad is displayed on the screen whenever you select a menu Item that doesn’t have any modifiers. You must enter the desired Item quantity in order to add the Item to the order.
Quick Combo
Turn on to let the system look for opportunities to group Items into combo sets during order entry.
Tier Override Quick Key
Adds a quick key on the order-taking screen that allows you to change the Tier Prices on the spot.
Ordered Modifier Display Type
Sets the Ordered Modifier Display Type as Line or Joined.
Show Item Count in Cart
Shows the quantity of a selected Menu Item in the cart.
Course Override Quick Key
Displays the option to change courses at the bottom of the order-taking screen. It also allows the POS to override the set course for Items and assign a default course for all Items.
Tip: If course presets are not being used at an item level, it’s recommended to set the default to Instant.
Default Course
Note: This setting is available when Course Override Quick Key is enabled.
Choose the default course that all Items would belong to.
Auto Fire Course
When enabled, the system will fire each course after a specific time. The delay time is shown on the order next to the item. This feature is especially helpful to automate sending different courses to their respective kitchens at the right time.
Delay Fire Quick Key
Note: This setting is available when Auto Fire Course is enabled.
Allows you to set up quick keys where you can input the delay time (in minutes) when an Item is fired to the kitchen. You can set up a maximum of four quick keys.
Delay Fire Timer Calculation Method
Note: This setting is available when Auto Fire Course is enabled.
Choose how you want to calculate the start of Delay Fire Timer:
- First Ordering Time - the system will treat the first ordering time as the starting time when calculating the Delay Fire Timer for each course.
- Course’s First Appearance - the system will calculate each Course’s First Appearance Time (instead of the First Ordering Time) as the starting time when calculating Delay Fire Timer for that particular course.
Course
Note: This setting is available when Auto Fire Course is enabled.
Allows you to set the delay time for each course. Additionally, the time entered for each course is calculated individually and is not dependent on the course that may precede them.
Period Price Used During Add On Orders
Sets the Period Price Used During Add On Orders as According to Order Time or According to Order Creating Time.
Fire Dine-in Items by Default
Fires a Dine-in Item once an order is confirmed.
Fire Takeout Items by Default
Fires a Takeout Item once an order is confirmed.
Auto Fill Amount Tendered
Auto fills the Amount Tendered.
Enable ‘Void and Clone’ Function when Void Order
Enables ‘Void and Clone’ Function when an order is void.
Note: The Void and Clone function allows the system to void and reuse the order to create a new order.
When Split by Item, enable Split Among Bills
When enabled, the system evenly splits the particular Item among chosen bills.
When Split by Item, enable Split in Equal Parts
When enabled, the system evenly splits the particular Item into parts, based on the specific quantity, for further allocation.
Show Custom Menu Bar and Menu Category by Default
Shows the Custom Menu Bar and Menu Category by Default.
Hide “All” button in Custom Menu Bar by Default
Hides the “All” button in the Custom Menu Bar by Default.
Auto Return After Menu Item Selection
Auto returns to the main category selection screen once a Menu Item is selected.
Force Enter Party Size
Requires party size in the POS before taking an order.
Release Table Linkage when Order is Paid
Unlinks a Table Group after an order is completed.
Remind Staff to Add Member to Order
When enabled, a pop-up notification appears to remind staff to add the member to an order upon ordering.
Show Print Expeditor Ticket Button
Shows the Print Expeditor Ticket Button on the order taking screen.
Show Print Order Ticket Button
Shows the Print Order Ticket Button on the order-taking screen.
Show Total Price
Shows total price.
Order Remarks
Shows Order Remarks.
Show Cost of Item
Shows Cost of Item.
Edit Open Amount Item Cost
Allows you to edit an open amount Item Cost.
Show Gross Profit of Order
Shows Gross Profit of Order.
Show Quick Key for Transfer Item
Shows the Quick Key for Transfer Item.
Order Number Prefix Type
Sets the Order Number Prefix Type as Letter or Number.
Require Photo
Requires a photo whenever a staff member signs in and out on the POS.
Add on Item when repeat CRM Order
Adds on an Item when a CRM Order is repeated.
Scanning Type
Sets the scanning type as Receipt and Product Code (SKU) or Loyalty Card.
Scanning Device
Allows you to choose the type of scanning device for your POS. You may choose from the following options:
- Scanner
- Camera
- Camera + Scanner
Set different Check Name settings for a particular Foodcourt vendor
By default, Check Name settings apply to all the Foodcourt vendors of the selected shop. If a particular Foodcourt vendor requires different Check Name settings, you can choose to override the general settings. To do this, follow the steps below:
Note:
- Overriding general Check Name settings is only available on Merchant Portal 2.0. Changes made using Merchant Portal (Classic Theme) or the Eats365 POS will be applied to all vendors.
- Check Name settings only appear for Foodcourt services.
- From the left panel, click on Advanced Settings, then click on System Preferences.
- Select Cashier Preferences, then click on the Vendor drop-down and select the affected Foodcourt vendor.
- Under Fire / Hold, turn on Override Foodcourt Settings. Then, modify the Check Name settings based on your preference.
- At the top right, click on Save to confirm.
Report Preferences
Daily Closing Report Settings
- Show Sales by Menu Item: Shows Sales by Menu Item.
- Show Sales by Single Item: Shows Sales by Single Item.
- Show Discounts: Shows Discounts.
- Show Discount Breakdown: Shows discount breakdown.
- Show Sales by Product Type: Shows Sales by Product Type.
- Show Revenue Center: Shows the Revenue Center.
Shift Report Settings
- Show Sales by Menu Item: Shows Sales by Menu Item.
- Show Sales by Single Item: Shows Sales by Single Item.
- Show Discounts: Shows Discounts.
- Show Void Order List: Shows the Void Order List.
- Show Sales by Product Type: Shows Sales by Product Type.
Item Display Sequence
Item Display Sequence
Changes the sequence of your Item Categories.
Note: This sequence is applied to all Kitchen Ticket, KDS, Expeditor Ticket, Expedite, Order Ticket, and Receipt.
Operation Preferences
Service Call
Allows you to create, edit, or delete service calls.
Default Loyalty System Provider
Sets the default Loyalty System Provider.
DeleteItem Action Button Sequence
Item Acton Button
Allows you to create, edit, or delete action button sequences when enabled.
Available Action Button Sequences:
- Select
- Edit
- Fire
- Hold
- Change Course
- Change Seat
- Special Request
- Reprint
- Rush
- Transfer
- Reorder
- Comps
- Discount
- Allow Discount
- No Discount
- Waive SC
- Require SC
- Delete
- Reprint Course
Revenue Center
Revenue Centers are used in reporting differentiating total income for your restaurant. For example, if your restaurant has a bar, dining, and grab 'n' go area, you can create three separate Revenue Centers for each area to analyze the profits of each area.
Tip: You can also add a Table to a Revenue Center.
Add a Revenue Center
To add a Revenue Center, follow the steps below:
- Log in to the Merchant Portal.
- From the left panel, click on Advanced Settings, then click on System Preferences.
- Select Revenue Center.
- At the top right, click on +Add Revenue Center.
- Under Basic Information, enter the Revenue Center Name and Code.
- Under Assigned Areas, turn on the Area you’d like to include in the Revenue Center.
- Under Assigned Tables, turn on the Tables you’d like to include in the Revenue Center.
- Under Assigned Devices, turn on the devices you’d like to include in the Revenue Center.
- Under Assigned Online Ordering, turn on the checkbox to select the devices you’d like to include in the Revenue Center.
- At the top right, click on Save to confirm.
Sequential Check Name
Sequential Check Name allows all printed checks to follow a sequential series. For example, a series of checks can follow AB1000, AB1001, AB1002, and so on.
Turn on Sequential Check Name
To enable support for Sequential Check Name, follow the steps below:
- Log in to the Merchant Portal.
- From the left panel, click on Advanced Settings, then click on System Preferences.
- Select Sequential Check Name.
- Turn on Support Sequential Check Name .
- Turn on Sequential Check Name for Pickup and Delivery .
- Set the values for Length, Start, and End.
- At the top right, click on Save to confirm.
Audit Log
The Audit Log setting allows you to create a pre-made reason that can be used in different order and payment-related scenarios.
Enable Audit Logs
To enable Audit Logs, follow the steps below:
- Log in to the Merchant Portal.
- From the left panel, click on Advanced Settings, then click on System Preferences.
- Select Audit Log.
- Select the tab where you’d like to create a Preset Reason. You can choose from the following tabs:
- Void Item
- Refund Order
- Reject Order
- Void Order
- Discount
- Pay In
- Pay Out
- Drop
- Purchase
- To turn on the Request Reason, click the toggle on .
- To add an additional message field, turn on Require Input Additional Message to Supplement the Reason.
- (Optional) To enter a custom message, turn on Input Message.
- To create a Custom Preset Reason, click +Add New.
- At the top right, click on Save to confirm.