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Knowledge base
Self Help Videos
Sales
1
Sale
Order History
1
Order History
Register Open and Close
1
Register Open Close
Line Item Discount
1
Line Item Discount
Order Level Discount
1
Order Level Discount
Split Pay
1
Split Pay
Split Check
1
Split Check
Gateway
Gateway Services
1
SureGate now POS on CLOUD Gateway
General
Quick Start
10
Exploring the Point of Sale
Logging In / Out
Creating a New Sale
Accessing Tabs
Creating a Tab
See all 10 articles
Updates
1
Version 2.0.3.0.5
Sale
Taking an Order
7
Exploring the Order Pad
Creating a New Sale
Accessing Tabs
Creating a Tab
Accessing Tables
See all 7 articles
Ticket Functions
11
Clearing, Voiding, and Refunding an Order
Adding Non-menu Item
Changing the Dine Type of an Order
Adding Notes to an Order
Merging Orders
See all 11 articles
Taking Payment
7
Cash
Credit Card
Gift Cards
House Accounts
Invoice
See all 7 articles
Options
4
Opening the Drawer (No Sale)
Bulk Tip Adjustment
Till Receipt
Send SMS Notification
Using the Register
4
Opening the Register
Closing the Register
Petty Cash Withdrawal
Register History
House Accounts
4
Loading a House Account
Adjusting a House Account
Looking Up House Account Activity
Printing a House Account Balance
Gift Cards
4
Activating a Gift Card
Deactivating a Gift Card
Loading a Gift Card
Getting Gift Card Balance
Clutch Virtual Loyalty Cards
4
Creating a Virtual Loyalty Card
Using the Virtual Loyalty Card
Paying with Loyalty Points
Check Loyalty Balance
Split Pay / Split Check
1
Split Pay / Split Check
Clock
Clock In / Clock Out
2
Clocking In
Clocking Out
Reports
1
Time Reports
Reports
Dashboard
2
Dashboard
How to Export a Report
Favorites
0
Sales
1
Sales Reports
Products
1
Products
Inventory
1
Inventory Reports
Registers
0
Employees
0
Receivables
1
Receivable Reports
House Accounts
0
Taxes
1
Tax Reports
Security
0
Refunds
1
Refund Reports
Customers
0
Vendors
1
Vendor Reports
Coupons
1
Coupon Reports
Credit Cards
1
Credit Card Reports
Products
Categories & Sub-Categories
5
Adding a Category
Editing / Deleting a Category
Adding a Sub-Category
Editing / Deleting a Sub-Category
Sorting How Categories Appear in Your Point of Sale
Products
9
Adding a Product
Editing / Deleting a Product
Adding a SKU / UPC to a Product
Editing/order or sort/limits of Modifiers for a Product
Changing How a Product is Measured
See all 9 articles
Item Kits
1
Adding an Item Kit
Bar Codes
1
Generating a Bar Code
Modifiers
4
What Are Modifiers?
Adding a Modifier Category
Editing / Deleting a Modifier Category
Adding a Modifier Product
Vendors
3
Adding a Vendor
Editing / Deleting a Vendor
Assigning a Vendor to a Product
Purchasing
2
Creating a Purchase Order
Accepting a Purchase Order
Stock
3
Stock Transfer
Accepting Stock Transfer
Setting Product Stock Quantity
Coupons
2
Adding a Coupon
Editing / Deleting a Coupon
Bulk Management
2
Downloading the Import Template
Importing Products
Employees
Adding / Removing / Modifying Employees
2
Adding an Employee
Editing / Deleting an Employee
Searching / Viewing Employees
0
Pins / Roles
1
Resetting a Employee's PIN
Client Management (Clients)
Adding / Modifying Clients
2
Adding a New Client
Editing / Deleting a Client
Viewing / Searching Clients
2
Searching for a Client
Looking up Previous Client Orders
Exporting Clients
1
Exporting Your Customer List
Back Office Configuration (Gear)
Bar Code Scanner
1
Installation and Setup
EasyWay Online Ordering
1
Easy Way Online
Client Management
1
MailChimp
Planner / Calendar
0
SMS Notifications
0
Gift Cards / Loyalty
2
ValuTech Gift Cards
Adding Clutch Gift / Virtual Loyalty Cards
Tips / Gratuity
1
How to enable, disable, and configure tips / gratuity.
Tender
1
Adding a Custom Tender Type
Discounts
1
Adding Custom Discount Types
Sales
1
Adding a Custom Sales Type
Happy Hour
0
Tabs
1
Enabling Pre-Authorization for Tabs
Operations
0
Restaurants
0
POS Buttons
0
Printing
5
Adding a Printer
Editing / Deleting Printers
Adding a Printer Mapping
Editing / Deleting Printer Mapping
Enable / Disable Automatic Printing
Automated Reports
0
Store Information / Settings
2
Adding a Gateway
Changing Store Information
Employee Management
0
Delivery
Add / Change Drivers
2
Adding a Driver
Editing Drivers
Setting Open / Close time for deliveries
1
Setting Open / Close Time for Deliveries
Mapping
1
Door to Door Mapping
Prior Orders / Last Order
0
Set Delivery Time / Assign Driver
1
Assigning a Driver and Delivery Time
Reports
0
Planner
Creating an event / event type
0
Searching / Viewing the planner and listing events
0
Kitchen
Usage & Navigation
0
Translating
0
Community forums
Showing recent updates
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POS on Cloud Forums
Announcements
0
Feature Requests
1
Feature Request
Posted by
Eric Imhoff
,
almost 4 years ago
Last Reply
by Eric Imhoff,
almost 4 years ago
Tips and Tricks
0
Report a problem
1
Credit Cards not working
Posted by
Amanda Allen
,
8 months ago
Last Reply
by Amanda Allen,
8 months ago