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- Attach to a table
- Swipe to the Location Menu
- Tap Check Search to open the Check Search screen
- Default date/time setting: The search results display checks that have been opened from Start of Day to Now
- Location Name/Customer Name: An identifier is shown below the check number based on order type or session state:
- Dine In - Location Delivery , Delivery, Drive Thru - Location name
- Takeout - Customer Namename (If no customer, leave blank)
- Session parked or advance order - Customer name
- Session is pre-order - leave blank
Search criteria
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- Date
- Tap Check Search. The default search options are from Start of Day to Now.
- To change the time or date of the search, tap Start of Day. A date/time selector pop-up will open.
- Change time: With Today selected, select a time range from the list
- Change date: Tap Date to launch the calendar and select a new date
- Change time: With Today selected, select a time range from the list
- Tap Done, then Search to refresh the search criteria and display the new search results. Any check that was created within the search criteria parameters will be displayed.
- Tap Reset to return to clear all search criteria that has been changed abd return to the default setting and results.
- Approximate Amount
- Tap the text field under Approx. Amt. to open the numerical keypad.
- Enter the approximate amount of the check's balance. (Do not include tip in the check's balance.)
- Tap Search to refresh the search results. Any check that has a balance within $5 of the approximated balance will be displayed.
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- Tap Order Types and select the desired types.
- Tap Done; tap Search
Filter Check Search Results
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July 20, 2020
Updated screenshots and information to come. (See OE-13181 and NorthStar 4.8: Features and Improvements (Server/App)#StaffUIImprovements; also OE-11995.)
New information expands on the label below the check number as shown below. This label will vary (location number, guest name or blank) depending on the order type and status of the check session.
Order type: Take-Out - Display the name of the attached customer if there is one. If there’s no attached customer, leave blank.
Order type: Dine in, Delivery, or Drive thru - display the location name.
if the session is parked or it is an advance order, display the customer’s name.
if the session is a pre-order, leave blank.
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