Admin

Admin is mostly used by managers. Here the user finds the different administration buttons

Opens the batch and allows the user to start taking orders within Ordyx.

Close Store

Closes the batch and sends it to the credit card processor. We recommend to all of our customers that this is done every day to ensure that all credit card payments will be promptly deposited into their accounts. Also, approval codes for credit cards will expire after 3-5 days, depending on the processor. Items Ordered: This shows the items ordered and by whom for the last hour, 30 minutes or an open amount of time.

This is one of the ways that can be used to adjust tips. Here the user can select which way the user wants to tip adjust. The user can list all orders, search by user, by terminal, by order, by the payment approval or the payment reference number.

Here is where the user can find reports like sales or attendance reports that the user can either view, print or both. If the user prints, it will print from the local receipt printer. Permissions needed to be able to view these. The reports available are: Total Sales, Hourly Sales, Labor Cost by Shift, Open Batch Payments, Per Person Average, Sales Status, Hourly Labor Costs, Areas, Sales by Server by Group and Server Details. Some of these reports are automatic, but the ones that are not require the permission ***FOH Report Print ‘X’ ***. X being the report name.

Broadcast Messages

This button brings the user to a menu of messages that will be broadcast across all of the terminals. The broadcast messages are created in the Back Office.

Cash Management

One way of getting to the Cash Drawers, Users, and Reports for everything cash related. More detail under the Cash Management section.

This button opens up a new window within Ordyx that lists all pending remote authorizations. Here they can also be cancelled if not needed any more.

Pricing

This button will open up the menu and allow the user to change the price of whatever item the user selects permanently, but only in that menu.

Availability (86)

This button allows the user to access the availability of each recipe on the menu and change it or remove it all together and not track it. If the customer is signed up for Inventory, Availability will over ride what is said to be in stock. Once the Availability goes down to 0, the button will grey out and not be able to be selected until the amount is changed or the field is left blank to remove the availability altogether.

Barcodes

This is only used if the users have a bar code scanner. This is used to associate any recipes with a bar code that can be scanned to add it to an open order. How to assign a bar code: First the user selects the recipe on the menu that they want to associate to the bar code. The users then scans the bar code and selects ok.

Shrink

This button only appears if the customer is signed up for inventory. It brings the user to the menu and allows the user to keep track of materials spilled, expired or stolen. It will deduct from the amount in stock in Inventory.

Staff Card

This button allows the user to assign a staff card to any employee listed in the staff section of Back Office. How to set up a staff card:

1.First the user selects the employee that they want to assign the staff card to

2.Then the user swipes the card

3.Once the card has been swiped a button will appear that says “associate user”. The user presses that button and the user will get a popup that says the user has been assigned.

Customer Setup

This button is one place that customer accounts can be created. Customer accounts can be created here or in Back Office by the customer, but not Support. It will show different fields to enter in the database for each customer. The fields include Name, First Name, Middle Initial, Last Name, Description, Address, City, State, Zip, Email, D.O.B, Home#, Cell#, Track Data Info and the Number.

1.The main fields that need to be filled out are the First and Last Name, Address, and Home# or Cell#. Under ‘Track Data’.

2. The information is entered in and then the user selects save. A gift or loyalty card may be assigned to a customer. a)The user will have to select the field called ‘Track Data’, and then the system will ask them to swipe the card. b)Under the ‘Number’ field, a barcode may be assigned to a customer by scanning the card or entering the number manually.

3. In addition to the Customer Setup screen, there is also a field to store a customers’ Facebook username in Ordyx.

4.Once the information has been entered for the customer, the user will select ‘Save’. This will update all the information entered on the POS terminal to Back Office.

5.There is also a button called ‘Search’ that will locate a customer By Phone, By Name, or By Number (Barcode or Gift card number). The user may also conduct a partial search by entering a number or character that the system will recognize and display the results.

6.Next is the ‘Orders’ button which will display past orders paid for by the customer. This window will display all open orders. The orders with the green check mark are open orders that have payments made on them.

7.When the user selects ‘Message’ the user can create a special message for the customer so when a ‘Delivery’ or ‘Take Out’ order is created for the customer, it will pop-up the message created by the user. Once the user views the message, they have the option to select ‘Ok’ or select ‘Clear’ to erase the message from the customer’s account information.

8.The ‘Get Dir’ button will allow the user to view the directions to the customer’s address that is shown in their account. A new window will appear in Ordyx provided by Google Maps that will show the directions from the establishment to the customer’s address. There is also a ‘Map’ button to show the actual address of the customer in Google Maps.

9.Once an order has been created, the user can select the order name (top-left corner of the screen), then select ‘Customer’. Next, the user will enter the customers’ information and select save when finished or a search can be performed to locate any existing customers.

Attendance

When a user selects the ‘Attendance’ button, there are three tabs available where the user can view an employee’s clock in and out status. The permission for this is called ***FOH VIEW ATTENDANCE***

This will display the names of all the employees’ clock in and out record. It will also show the employees that are currently clocked in. Cash Tips, Non Cash Tips, and Tip Out are also viewed in this window for each employee. If there is an employee that is currently clocked in, the manager has the option to clock them out. If there is a completed record for an employee, the manager may select ‘Edit’ to modify the date and time of the clock in and out field. There is also a field to enter the Cash Tips and Tip Out amounts. The clock in and out record for an employee will only show the last attendance record. There is also an option to ‘Print’ the records of all the employees’ attendance status.

This will display the names of all the employees currently clocked in along with their clock in date and time. When an employee is selected in this window, on the bottom of the window, the manager will have options to manually ‘Clock Out’ the selected employee, ‘Edit’ the selected clock in date and time of an employee, and ‘Print’ the clock in date and time of an employee.

Phonebook

When this is active, none of the orders made or anything done will be recorded in Back Office. Also, all receipts and kitchen tickets will have demo mode printed on them so there is no mistaking it for real. This is generally used by the sales team when giving demos for potential customers or for customers that have our program, but haven’t gone live yet and are practicing with it to familiarize themselves with the system. This can also be set to be turned on and off per terminal basis by assigning the permission ***FOH SWITCH DEMO MODE***, just in case the customer wants to continue training after the store has gone live.

Disable Terminal

This button will allow for a terminal to be disabled by the customer. The button will only appear if the user has the permission added to their role or individual. The permission is ***FOH Enable/Disable Terminal***

System Status

This button will show the user what the terminal can communicate with on the internal network. Green is for communicating and red is for not communicating. The user can also attempt to “ping” or communicate with anything or send a test print to a printer on the list by touching it. On the top of the window that opens, the user can also see the IP address of that terminal. Whenever the customer opens system status, it forces an update to be sent to Ordyx.