Manual Open/Close
- Rose Eliff (Unlicensed)
Summary
A site can be configured to open and close either automatically at a set time or manually closed and opened by a user with permission to do so.
To allow a site to use manual open/close, the site and the user have to be configured.
Configuration
Enable site
To enable manual open/close for a site:
In ECM, go to Sites > select site > Site Info tab.
Select: Require a user to manually open and close the site
Save
Enable job
Select a job.
In the Permissions tab, select: Allow user to close the restaurant (guest facing or entire house)
Save
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
Deploy site
Operation
Close site
Log in on the POS device using a user with permission to close the site.
On the Location Manager, tap the user name to display the dropdown list.
The dropdown list may or may not display Time Clock depending on whether time clock is enabled or disabled.
Time Clock enabled:
Time Clock disabled:
Tap Close Site
The site will perform the end-of-day functions:
Close all open checks, except those with pickup times
Archive all checks into a
DailySessionsrecord for the current business date (this is stored in theNorthStar.OrderEntrydatabase)Archive all paidouts into a
DailyPaidOutrecord for the current business date (this is stored in theNorthStar.OrderEntrydatabase)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 using a user with permission to close the site.
On the Location Manager, tap the user name to display the dropdown list.
The 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.
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