Daily Procedures

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Quick Service and Full Service Operations

DO NOT take any sales until you verify the following:

  1. The close out was completed the night before
    1. How do I know?
      1. Managers Menu > Reports Menu > Sales Report
        1. The sales figures should all be zero except for the WTD (week to date) sales totals
      2. Managers Menu > Reports Menu > Daily Sales Summary
        1. There should be a column of sales for yesterday
    2. What if it wasn’t done?
      1. Run the End of Day now
  2. Verify the Credit Card Batch was settled
    1. How do I know?
      1. Managers Menu > Credit Card Menu
      2. The onscreen spreadsheet should be empty
    2. What if it wasn’t settled?
      1. If the End of Day was ran and the batch did not settle, press Batch Charges now
  3. If you are starting a new week today (please verify with the owner when you begin a new week – your restaurant week does not necessarily begin on Sunday), make sure the End of Week (EOW) has been performed
    1. How do I know?
      1. Managers Menu > Reports Menu > Sales Report – The sales figures should all be zero, including WTD sales totals
      2. If it has been longer than 7 days since the last Weekly Closeout, when you go to the Reports Menu, a message will prompt alerting you that a weekly closeout has not been performed in X amount of days

The Daily Sales Summary: The daily totals should be reset (all zero’s)
If its a new week,  the WTD (Week to Date) totals should also be reset (all zero’s)
The Credit Card Batch: The batch should be empty and no remaining charges from the previous day should be present

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  1. From the ID Screen, select Managers Menu
  2. Enter your manager number or swipe your card. Press OK
  3. Select Sales Audit
  4. From the Sales Audit menu, select Not Assigned
  5. Select the cashier’s name who will be using this register and who will be responsible for the cash drawer
  6. After manually counting the drawer to verify the starting amount, enter the Beginning Drawer Amount and press Start Audit
  7. From the ID screen, in the top right corner, you will see the register is assigned to the cashier’s name

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  1. From the ID Screen, press Managers Menu
  2. Enter the manager number and press OK
  3. From the Managers Menu, press Sales Audit
  4. Press the Cashier’s Name and then select Yes to close the audit
  5. Count drawer down to starting cash amount. Count remaining cash deposit.
  6. Press Sales Audit again
  7. Enter Audit Cash Deposit (total amount in the drawer – including starting cash)
  8. Press the 0.00s on the cash deposit line for the appropriate cashier
  9. Enter the deposit amount and press done
  10. Review the deposit amount and press Save
Close All Audits

  1. Log into the Ordering Screen
  2. Select the “Server Menu” button at the bottom left side
    (Unless you are logged into this screen already)
  3. Select the “Server Reports” button at the bottom of the
    screen
  4. Select the “Server Audits” button at the top, left-hand
    side of the screen
  5. Select the employee whose audit you wish to
    close
  6. Select the “Close Server Audit” button on the
    right-hand side of the screen
  7. Repeat Step a-b for each audit
  8. When you are finished closing all audits, select
    the “Exit” button

Running the Daily Close Out / Batch Settlement / Weekly Close Out

  1. Verify there are no open orders
    As a Manager, go to the Server Menu and verify no open tables / tabs / phone orders
    show open in the system (Exclude future phone orders)
  2. Verify all audits are closed (See above section)
  3. Select the Daily Close button (From the Managers Menu or Reports Menu)
    The Daily Close Out screen launches
    Optional: Type in a deposit amount (Overall Total Cash combined)
  4. Select the Close Daily Sales button
  5. Select Yes if you are sure you want to run the close out
  6. Select No, unless you would like to print a Daily Sales Mix
  7. Select Yes to settle the credit card batch
    If it is the end of the week, you will be prompted to run a Weekly Close Out, select Yes
    When the close out or weekly close out has finished, you will be left on the Reports Menu screen

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Closing All Audits
1. Log into the Managers Menu
2. Select the “Sales Audit” button at the top, left side
3. Select the name of the Cashier
a. If there are open orders on this audit, you must
close them prior to closing the audit
4. Select Yes to the prompt stating:
“Close Cashier Audit – Yes To Close Audit | Yes or No”
5. The audit report prints automatically
6. Repeat Steps 1-5 for each terminal

Running the Daily Close Out / Batch Settlement / Weekly Close Out
1. Verify there are no open orders (Excludes future Phone Orders)
2. Verify all audits are closed (See Step 1)
3. Select the Daily Close button (From the Managers Menu or Reports Menu)
a. The Daily Close Out screen launches
4. Optional: Type in a deposit amount (Overall Total Cash combined)
5. Select the Close Daily Sales button
6. Select Yes if you are sure you want to run the close out
7. Select No, unless you would like to print a Daily Sales Mix
8. Select Yes to settle the credit card batch
9. If it is the end of the week, you will be prompted to run a Weekly Close Out, select Yes
10. When the close out or weekly close out has finished, you will be left on the Reports Menu screen

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What is a Daily Close and Why is it Important?

3 Requirements of Closing

How to do a Daily and/or Weekly Close

Server Audits (Server Sales Reports)

 What is an Audit & How to Start it