Instore now offers a Table Maps feature for restaurants and other businesses with a table- or seat-centric workflow. Activate Table Maps: Login to the Office portal and go to Settings/Locations After clicking on the location you wish to activate, check the Use table maps box, then select alert times, including how many minutes before a … Continue reading Table Maps
Splitting Checks To begin splitting an order into separate checks, pull up the order from your orders tab and then tap Split at the top of the ticket You can then choose the items you would like transferred to the new order by tapping each item. Once done, tap Next You will now have two … Continue reading Splitting & Merging Checks
Now you can create customized filter groups to help you sort orders to best match your workflow and search for specific orders in your sales history. Filter groups are useful if, for example, you want to view all of today’s untipped credit card orders to quickly add tips in bulk, to see a list of … Continue reading Order filters and order search (on the iPad)
A big benefit of the Instore platform is the gathering of customer information into a database you can use for workflow, customer service, and marketing purposes. Below are a few sample use cases for the new and improved Customers report on Office. To access this report, navigate to Office on any computer or web-enabled device. … Continue reading How to use the Customers report
Instore allows you to open tabs for customers, swiping a credit card to start a tab, then storing that swipe for payment when the tab is ready to be closed. Similar to our Delayed Processing feature, we can’t guarantee authorization on the payment until the tab is closed. Merchants are solely responsible for failed/declined processing. To use … Continue reading Open Tabs
If you are using Instore to track employee time, running payroll is easy. Follow these simple steps: Navigate to Employees/Payroll on your Office portal Adjust the filters at the top of this report to the time frame you want to run payroll for, then click Apply. Note that you can also filter by location and … Continue reading Running payroll
The Tips report is available in the Cash Management area of Instore. It can be run for any date or time, and summarizes tips by employee for the entire location.
The Location Report is available on the Instore app under the button. This report is used for location-level reporting, similar to the Profit & Loss report on Office. It summarizes fund flows for your various payment types. Use the Location Report if you have more than one Instore terminal and need a cash flow summary across … Continue reading Location Report
The Servers Report is available on the Instore app under the button. This report provides employee-level reporting, and is helpful for businesses that track sales and tips by employee. Use the Servers Report when you need to close out a server’s shift, making sure open tables are closed or transferred and tips have been added. The report … Continue reading Servers (or Cashiers) Report
Cash Drawers are managed on the Instore app under the button. You can manage both connected cash drawers and unconnected cash boxes, depending on your setup. To track cash with Instore, Make sure you’ve connected your Instore app to the printer or all-in-one device that will fire the cash drawer, under Settings – Receipt printers. Help connecting … Continue reading Cash Drawer management
