Employee Manual
For servers, bartenders, hosts and cashiers: clocking in, taking orders, splitting checks and taking payment.
Start your shift
Sign in with your PINSign in to a RealPOS terminal with your 4-digit PIN, and what you see on the sign-in screen.Clock in and outHow clocking in happens when you sign in, and how to clock out at the end of your shift.Stock Watch and Shift NotesCheck what's running low and read the manager's notes for the shift, right on the sign-in screen.The floor plan (Table Layout)Read the table colors, open a table, and use the buttons along the top and bottom of the Table Layout screen.
Taking orders
Start an orderOpen a new order from a table, an Order Type tab, or Quick Tab, and find your way around the order screen.Order types (Dine In, ToGo and more)Use the Orders screen's tabs for each order type, change an order's type, and handle pickup orders.Quick TabRun a bar or counter fast with Quick Tab, a full-screen grid of one order type's open orders.Add items and modifiersRing in items, pick their modifiers, and change the quantity, remove or copy an item on the ticket.Special instructions and messagesTell the kitchen how to make an item with a typed message or a ready-made instruction.SeatsRing items in by seat, add or remove seats, move items between seats, and give one seat its own name, discount or loyalty member.Send to the kitchenSend new items to the kitchen, stay in the order or leave it, and hold items to fire later.Void an item or an orderTake items off a ticket after they've been sent, or void a whole order, with a reason.Apply a discountTake money off a whole order, one seat, or selected items, with a named discount or a typed percent or dollar amount.Change an item's priceChange the price of one item on one ticket, without changing the menu.Transfer or move an orderHand an order to another server, move it to a different table, or move it between order types.
Checks & payment
Split a checkSplit one order into separate checks by item or by seat, or put several tables' checks together.Take a paymentClose out a check with Quick Cash, Quick Card, or the full payment screen, including split tenders, gift cards and tax exempt.Cash paymentsTake cash with one tap, or use the payment screen to work out the guest's change.Card paymentsCharge a card on the card reader, key in a card by hand, handle a partial approval, and use Pre Auth tabs.TipsEnter card tips from your Employee Menu, fix a tip, add a gratuity to an order, and declare cash tips.Receipts (print, text or email)Print a check before payment, and reprint, text or email a receipt after the check is paid.Find an order, or reopen a checkSearch open and closed orders, look back at another day, and reopen a paid check to fix its payment.
End of shift
Your shift closeoutPrint your Shift Report at the end of your shift, see the cash you owe, and email it if you need to.Automatic sign-outWhy a terminal signs you out by itself after a while, and when it won't.