Check search

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. 

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

Reopen Closed Check

Advance Orders

Drive Thru Order Workflow

Adjust tip on a reopened check

Reopen a Check Video