Manual Open/Close

Owned by Rose Eliff (Unlicensed)
Last updated: Jun 11, 2019Version comment
3 min read

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 DailySessions record for the current business date (this is stored in the NorthStar.OrderEntry database)
  • Archive all paidouts into a DailyPaidOut record 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 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. 



Site info

Job Permissions - archive

Add or Edit users - archive

Location Manager - archive

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