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Comment: update screenshots: job and user

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To enable manual open/close for a site, in :

  • In ECM, go to Sites > select site > Site Info tab. 

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  • Select: Require a user to manually open and close the site

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  • Save

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Enable job

  • Select a job.
  • In the Permissions tab,

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  • select: Allow user to close the restaurant (guest facing or entire house)

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Save.  

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  • Save 

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Enable User

  • Select the user who will be allowed to manually open/close the site. 
  • On the Jobs and Rates tab, enable the job that allows the user to close the restaurant. 
  • Save

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  • Deploy

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  • site 

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Operation 

Close site 

  • Log in on the POS device

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  • using a user

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  • with permission to

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  • close the

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  • site
  • On the Location Manager, tap the user name to display the

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  • dropdown list. 
  • The

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  • dropdown list may or may not display Time Clock depending on whether time clock is enabled or disabled. 
    • Time Clock enabled:

  • Time Clock disabled:

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  • Tap Close Site

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The site will perform the end-of-day functions:

  • Close all open checks, except those with pickup times
  • Archive all checks into a DailySessions record for the current business date (this is stored in the NorthStar.OrderEntry database)
  • Archive all paidouts into a DailyPaidOut record ford for the current business date (this is stored in the NorthStar.OrderEntry database)
  • Advance the business date
  • Miscellaneous housekeeping activities (purge expired locks, purge log files, etc.)

Upon completion of the end-of-day functions, the site will close. 

Open site 

  • To open the site, log in

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  • using a user

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  • with permission to

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  • close the

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  • site
  • On the Location Manager, tap the user name to display the

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  • dropdown list.
  • The

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  • dropdown list may or may not display Time Clock depending on whether time clock is enabled or disabled. 
  • Tap Open Site
  • The site will open. 



Site info

Job Permissions - archive

Add or Edit users - archive

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