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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.) 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.
| 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 to the kitchen (via scheduler or manually) | X Read-only | X | |||
Operation
To use Check Search:
- Attach to a table
- Swipe Go to the Location Menu
- Tap Check Search to open the Check Search screen
- Default date/time setting: The Menu and tap Check Search
- By default, the search results display checks that have been opened from Start of Day to Now
- Location Name/Customer Name: An identifier is can be shown below the check number based on order type or session state:
- Dine In - Location Delivery , Delivery, Drive Thru - Location name
- Takeout - Customer Name
Search criteria
The search options can be changed to search for a closed check within the last 90 days.
- Date
- Tap Check Search. - 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.
- 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
- Change time: With Tap Today selected, to 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 - 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 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.
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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
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
- Tap in the Filter by ... field above the search results Use the numerical keyboard to enter the check number
- Location #
- Tap in the Filter by ... field above the search results
- Use the numerical keyboard to enter the location number
Check #
July 20, 2020
Updated screenshots and information to come. 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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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
Related Articles
Adjust tip on a reopened check
Reopen Closed a Check Video