Page Comparison

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Check Search allows users to locate open and/or closed checks created within the last 90 days. (Today's date minus 90 days.) Checks can be searched by any of the following criteria:

Check number
Guest identifier
Member name
Member phone number
Email
Location number

Actions

Depending on the state of the check and the day, checks can be reopened, adjusted, reprinted, refunded or just viewed.

CHECK STATE	Open	Make adjustments	Print	Refund	No adjustments
	ACTIONS ALLOWED
Active (Open) Sent to kitchen, not paid, not finalized	X	X	X
Closed Current business day (paid, finalized)	X	X	X	X
Closed Previous business day (paid, finalized)	X Read-only		X	X	X
Scheduled take-out order Not sent to the kitchen	X	X	X
Scheduled take-out order Sent to the kitchen (via scheduler or manually)	X Read-only		X

Operation

To use Check Search:

Attach to a table
Swipe to the Location Menu
Tap Check Search to open the Check Search screen
Default date/time setting: The Go to the Location Menu and tap Check Search
By default, the search results display checks that have been opened from Start of Day to Now
An identifier is can be shown below the check number based on order type or session state:
- Dine In, Delivery, Drive Thru - Location name
- Takeout - Customer name (If no customer, leave blank)
- Session parked or advance order - Customer name
- Session is pre-order - leave blank

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Search criteria

The search options can be changed to search for a closed check within the last 90 days.

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Filter by date, amount, location, card number or session owner

To locate a check, several options from the left panel can be used to filter search results. The criteria in the left panel are used to perform a search on the server and return matching search results.

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Date
- 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 Tap Today selected, to select a time range from the list
  - Change date: Tap Date to launch the calendar and select a new date

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- 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 and return to the default setting and results.

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To filter the check search by order type, session type and/or status:

Tap Order Types and select the desired types.
Tap Done; tap Search

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The criteria in the left panel of the Check Search window are used to perform a search on the server and return matching search results. These search results can be filtered further to narrow the results and locate a check or checks.

In general, to filter the check search results by guest identifier, check # or location #:

Tap in the filter field above the search results and enter one or more characters of the filter criteria.Image Removed

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After locating the check or checks, tap the check to expand and view. Options to go to the location, reopen the check or print will vary depending on the state of the check. Image RemovedGuest identifier
Tap in the Filter by ... field above the search results

Enter one or more characters for the Guest Identifier

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Check #

Tap in the Filter by ... field above the search results

Use the numerical keyboard to enter the check number

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Location #
- Tap in the Filter by ... field above the search results
- Use the numerical keyboard to enter the location number
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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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