POS on Cloud

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 Services 1

• SureGate now POS on CLOUD Gateway

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

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 In / Clock Out 2

• Clocking In
• Clocking Out

Reports 1

• Time 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

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

Adding / Removing / Modifying Employees 2

• Adding an Employee
• Editing / Deleting an Employee

Searching / Viewing Employees 0

Pins / Roles 1

• Resetting a Employee's PIN

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

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

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

Creating an event / event type 0

Searching / Viewing the planner and listing events 0

Usage & Navigation 0

Translating 0