Activate Classic - Check Sync Guide

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Check Sync Prerequisites

  • Check / Order sync will work for a single platform; only on Android devices or only on iOS devices. This means that currently we do not support multi-platform sync between Android and iOS devices.
  • Users who want to sync any checks / orders, must be logged into Activate with the same account, operating for the same Vendor, connected through the same network. 
  • Devices must have the same version (that supports Check Syncing) of Activate Android / iOS installed on their devices
  • Sync works for both POS and REST modes. Most frequently it will be used in REST mode
  • Checks created on one device are visible on another within the same Vendor and network.
  • Check is visible only within the same account (the account where the check was created).
  • Check / Orders sync is available in two Activate modes: online & offline

Check Sync Operations

REGULAR ORDERS: 

POS Online Orders - Flow

  1. Open Activate on device no.1 using your account credentials. 
  2. Add some items to the cart and choose the desired payment type. Order syncing will work for all payment types. 
  3. Tap 'Next' until the Thanks screen is shown 
  4. At the same time, user who has the app opened on the second device (with the same account credentials) can see the order in 'All Orders' Tab that shows up for a second in 'Offline' and then goes to 'Completed.' 
  5. In case of regular Orders, there is no possibility of modification. You can only look them up on another device as 'Completed' and Refund them.  

Offline Orders - Flow

  1. Open Activate on device no.1 using your account credentials.
  2. If Offline mode = ON / Auto due to network issues, orders can still be created to be stored on the local terminal. 
  3. When checking the status of this order on device no.2, it will not be shown as the WiFi connection is lost and the devices can not communicate.
  4. Once the network is back and offline mode = OFF / Auto, the order on device no.1 goes to 'Completed' at the same time device no.2 shows the flash of this order in 'Offline' and then in 'Completed.'

CHECK ORDERS:  

  1. Open Activate on device no.1 using your account credentials.
  2. Add some items to the cart and choose 'Check' to open a new Check order. 
  3. Open the check with name, seat, or Credit Card.
  4. Log into Activate on the second device using the same account.
  5. Open the Left Menu and go to All Orders then select the 'Opened Checks' tab. The Check that was opened on device no.1 will be visible. 

Choose the check you want to edit and tap "Add Tip / Close Order" 

Return to Menu

  • Allows the user to return to the menu to add other items to the cart.
  • Once items are added, tap the 'Check' option again.
  • Choose the Check that the items should be added to from the list 'Open Checks'
  • Confirm the addition on the alert "Add an item to Tab?" 
  • From there, you can Return to Menu again, cancel the check or close the check order.

Closeout Check

  • Tap to Close the Check order.
  • Confirm the alert "Are you sure you want to closeout check?"
  • Choose the payment type and add signature (if needed).
  • Add Tip (if available) and tap 'Continue.'
  • Tapping 'YES' changes the check status to 'Closed' on both devices and redirects you to the main menu.
  • Tapping 'NO' cancels the action 

Cancel Check

  • Tap to cancel the Check order.
  • Confirm the alert "Are you sure you want to cancel check?"
  • The check is then cancelled and the transaction is not finalized.

Print Order

  • Tap to print the current check.
  • No actions will be taken on the check. 

Delete items from Check order

  • Open the Check on device no.1.
  • Access the Check on device no.2 from 'Check Orders' or 'All Orders' view, or tap the 'Check' button on the main view.
  • Navigate to 'Opened Checks' or 'Offline' checks.
  • Tap to open the Check.
  • Choose the 'Add Tip/Close Check' button.
  • Once the items are added to the cart, tap the red 'Delete' button to get rid of any incorrect items added by user on device no.1.

Offline / Online mode sync

  • Open the Check on device no.1 when Offline mode is one because the WiFi is off.
  • Once the WiFi is back, Activate should switch back to online mode.
  • Open the Check on device no.2 from 'Check Orders' or 'All Orders' view.
  • The Checks that were opened in offline mode on device no.1 are visible on device no.2 as 'Opened Checks' in 'All Orders' view.

See “Connected Devices”

  • Add some items to the cart and open the Check
  • In the top-right corner of the screen, tap the 'Connected Devices' button.
  • You’ll see how many devices are connected with the Check Syncing feature enabled as well as the IP address of the current device.
  • The IP addresses of the connected devices will also be shown.

 

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