Define Available Functions for a Terminal Scheme

The following describes how to define the functions that are available to the user on the Functions screen of the Ordering application:

Xenial PortalData ManagementOrdering SettingsHardwareTerminal Scheme

  1. Open the Functions section of the terminal scheme record.

  2. Set the Enabled toggle to Yes next to each function to include on the Functions screen. The following table describes the available functions.

    Function

    Description

    Adjust Time Punches

    Edit the clock in/out time of employee clock records.

    Cash Pull

    Remove excess cash from an active drawer and transfer the cash to a safe.

    Close Drawer

    Close an active drawer session for a cashier.

    Create Refund Order

    Refund selected menu items.

    Create Waste Order

    A waste order transaction allows the input of selected menu items as waste. This action removes the ingredients from inventory.

    Credit Card Batches

    View credit card batch details.

    Deposits

    Add/edit/delete deposits.

    Drawer Assignment

    Assign drawer sessions to employees.

    Drawer Audit Report

    Generate the Drawer Audit Report (DAR) for the current drawer session.

    Drawer List

    View details about employee drawer sessions.

    Employees

    Access the employee list and perform actions on individual employee records: Change PIN, and Assign Badge.

    End Day

    Manually execute End of Day (EOD).

    Gift Card Balance Check

    Check the remaining balance on a customer gift card.

    Item Availability

    Flag menu items as unavailable/available. When an item is flagged as unavailable, the order taker cannot add the item to a customer order.

    No Sale

    A No Sale transaction opens the physical cash drawer without performing a Sale transaction.

    Paid In

    Paid In transactions maintain an audit record for currency added to a physical cash drawer that is not associated with a sales transaction.

    Paid Out

    Paid Out transactions maintain an audit record for currency removed from a physical cash drawer and used for business expenses.

    Payment EOD

    Manually perform EOD on processed payments.

    Refresh data

    Refresh the Data Management configuration data on the site terminals.

    Refund Specified Amount

    Perform a refund for a specified currency amount.

    Reset Terminal

    Reset an ordering terminal to clear all its application data, including any transactional data that is not synchronized with other devices.

    Sales Detail Report

    Generate the Sales Detail Report (SDR).

    Settle Batch

    Send credit card batches to the clearing house for settlement

    Terminal Status

    View the status of various aspects of the current terminal, including network status, terminal scheme, and service versions.

    Update Timeouts

    Read the timeout settings from the payment device and calculate the total transaction timeout to minimize the timeout value.

    View Logs

    View application event log files.