The screen below is how the iOS version of Activate Classic appears. iOS devices can operate on battery power so they show the battery indicator and display the device name. If the credit card swipe and printer are connected the status light will change to green.
Below is how the Android version of Activate appears. No battery indicator because they do not operate when power is lost.
Click on the Login field to get the keyboard to come up and type in the account information. Once the username & password have been entered click Login.
If this is a shared account that employees will use their PINs to sign into the register you should see the screen below. They can swipe their card if configured or enter their PIN and press the enter key. If no PIN is needed the menu will appear after pressing Login.
Users can simply touch on any of the items being ordered and it will appear in the cart on the right side. There will be a running total for this transaction. If an item was accidently entered or the guest changes their mind they can tap on the red X to the right of the item or clear the entire cart by hitting the appropriate button. Once the guest is ready to pay they can use any of the payment keys in the bottom right corner.
Processing payments. Add items to the cart and if a credit card payment simply swipe the card. For a cash payment click the Cash & Credit button. A smart quadrant will appear, click the desired amount to finalize the transaction.
After completing a transaction, the Thanks screen will display. On the right-side, options may display for printing, email and text receipts depending on how you want your system configured. Once ready to move on to the next transaction click on the thanks screen.
House Account payment. Add items to the cart then click On House. Any available house accounts will be listed. Select the appropriate account and then Finalize Payment.
Split Payments. Add items to the cart then click Split, first option is Split Evenly. If more checks are needed click the Plus button and then close the checks with each form of payment. Close each check to the appropriate tender.
Split by Amount. Add checks if needed, then tap to edit the amount. Type in the amount, as you enter in totals the remaining balance will decrease until you are at $0 Remaining and all checks have been closed.
Split by Item. Hold down on an item and drag it over to any of the checks. Do so until all items have been moved and all checks have been closed. All checks must be closed out. Closing one check, leaving screen then returning will undo anything done prior to finalizing all payments.
Discounts. Add items to the cart then click More – Discounts. Apply the appropriate discount then click on Payments and close out the transaction to the appropriate tender.
Tabs. Add items to the cart then click on Check.
If any tabs are already open they will be displayed. To create a new tab, click on one of the three options. Depending on your setup you may have all three options or less. If you select Open with Credit Card swipe the credit card then select the seat assignment (if enabled) as seen a little further down.
If selecting Open with Name type in the name of the check and then Confirm Name to proceed to the next step.
User your finger to slide up and down to select the seat assignment if enabled. Each vendor can be programmed to show different levels or sections. When seat assignment is correct click Confirm Seat.
After confirming the seat assignment, you will be brought to the screen below. To move onto the next check click Return to Menu. When adding items to the open tab add items to the cart, select check and then click on the check you would like to add these items. When ready to close out click check -> select the open check -> Closeout Check and if a credit card was used to open the check you can use this as the payment. If not you can choose to use any form of payment.
Side Menu. Hold your finger for a few seconds in the upper left corner by the Appetize logo and the name of the employee or account.
A side menu will appear. See the image for descriptions of each button.
Checking for offline orders, reprinting checks, refunds.
Bring up the side menu and click on All Orders.
To refund select the check to bring up the details. If refunding one item slide to the left on the item to see the red refund button. If refunding the entire order simply click Issue Refund.
When refunded you will see the screen show the refund for the item.
If refunding the entire check, you will get two confirmation screens to appear to confirm. It is important that if it is a credit card transaction you are certain with the refund because the process is not reversible.
Inventory. Bring up the side menu and click on Inventory. Press + Count In. (An event must be open in Connect and the POS must be online)
Press Continue to proceed.
Click on the first line and enter in the starting count. If there is 0 of any product 0 must be entered. All fields must be entered or an error will appear when clicking Save and Finish.
After clicking Save and Finish another confirmation will appear. Click Continue to proceed. Press the back button and begin the day with sales. When ready proceed back to Inventory. Now we will be entering in the final counts. Click on - Count Out.
Enter in all fields for Waste, Comp and Count Out. When complete click Save and Finish. Again each field must have an entry.
Click Ok on the confirmation that appears after saving.
If the user tries to enter the count out again the error below will appear. Note: This error will also appear if trying to enter count in when the event isn’t open or no open stand sheet for the vendor.
Cash Register (Entering in bank). Bring up the side menu and click on Cash Register. Under Cash Start enter in the starting bank of the cashier or the vendor depending on your setup. After entered press Save. Once the cash start is entered it will disable any further starting bank entries for that event.
After pressing save and if the register is online you will receive the alert below. Click Ok to continue.
When the shift is over the user will return and then click on Shift Close. Enter the number of bills for each denomination and then click Move to Coins.
Enter in the number of coins then click Move to Rolls to continue.
If there are any rolls of coins enter the number of rolls and then click on save.
Click Ok to confirm the closing bank.
If the register is online you will receive the Success confirmation. Click Ok to continue.
End of Day. Check to make sure all transactions are completed by bringing up the side menu and selecting All Orders. Nothing showing in Offline or Opened Checks.
Once all orders have been confirmed completed go to the side menu and click Finalize Day. We can customize this screen with any sales data that is needed. Depending on your requirements the user can print their totals to submit with money. When the user is finished make sure they click Logout so the next user can log in.
