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Check Search allows users to locate open and/or closed checks created within the last 90 days. This includes scheduled take-out order checks. (To search for advance orders, use the Advance Orders search on the Location Menu.)(Today's date minus 90 days.) Check search results can be filtered by any of the following criteria:
- Check number
- Guest identifier
- Member name
- Member phone number
- Location number
Actions
Depending on the state of the check and the day, checks can be reopened, adjusted, reprinted, refunded or just viewed.
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| ACTIONS ALLOWED | |||||
| CHECK STATE | Open | Make adjustments | Refund | No adjustments | |
|---|---|---|---|---|---|
| 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 | |||||
Read-only
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| to the kitchen |
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| ( |
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| via scheduler or manually) |
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Operation
To use Check Search:
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| X Read-only | X |
Operation
- 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
The search options can be changed to search for a closed check within the last 90 days.
- Click the From or To link to open the date-and-time selector.
- Tap Done, then Search to refresh the search criteria and display the new list.
- Tap Reset to return to clear all search criteria that has been changed and return to the default setting.
Search criteria
- DateTap Check Search. An identifier 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
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.
- 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.
- Today - Change time: With Tap Today selected, to select a time range from the list
- Date - Change date: Tap Date to launch the calendar and select a new date
- Tap Done, then Search to refresh the search criteria and display the new search results
section- .
Any - Any check that was created within the search criteria parameters will be displayed.
- Tap Reset to clear all search criteria that has been changed and return to the default setting and results.
- Approximate Amount
- Tap the text field under Approx. Amt. to open the numerical numeric keypad.
- Enter the approximate amount of the check's balance. (Do not include tip into 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.
- Location Number
- Tap the text field under Location Number to open the numerical numeric keypad.
- Enter the number of the location that the check was created on.
- Tap Search to refresh the search results. Any check that was created on that location will be displayed.
- Card
- Tap the text field under Last 4 Digits on Card to open the numerical numeric keypad.
- Enter the last four digits of the card that was used to pay the check.
- Tap Search to refresh the search results. Any check that was paid for with a matching card will be displayed.
- Owner
- Tap the
blue plus sign to open a list of possible check owners. - Tap an owner's name to select it. Multiple owners can be selected at one time to include in the search.
- Tap Search to refresh the search results. Any check that was created by any owner meeting the search criteria will be displayed.
- Tap the
Filter by Order
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Type, Session Type or Status
In addition to searching by specified criteria, the search can be filtered by Order Types order type, session type or status to display only specific types of orders, such as closed or delivery orders. This filter can be applied before or after setting other search criteria to help narrow down the search results.
To filter the check search by order type, session type and/or status:
- Tap Order Types and select the desired order types, session types and/or status.
- Tap Done; tap Search
Filter Check Search Results
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.
- 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.
- Guest identifier
- Tap in the Filter by ... field above the search results
- Enter one or more characters for the Guest Identifier
Check # - Tap in the Filter by ... field above the search results Use the numerical keyboard to enter the check number
- Tap in the Filter by ... field above the search results Use the numerical keyboard to enter the location number
Location #
Note: The quantity ordered for an item is displayed (4 Salad)
Filter examples
Guest identifier (shown below check number)
Member phone number
Member name
Check number
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