Check search
- Rose Eliff (Unlicensed)
Summary
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
Email
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) | X | X | X | ||
Closed | X | X | X | X | |
Closed | X | X | X | X | |
Scheduled take-out order | X | X | X | ||
Scheduled take-out order | X | 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
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.
Change time: Tap Today to select a time range from the list
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. 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 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 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 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.
Filter by Order Type, Session Type or Status
In addition to searching by specified criteria, the search can be filtered by 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 types.
Tap Done; tap Search
Filter Check Search Results
The criteria in the left panel 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:
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.
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