Terminal Roles - Core UI

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Note: The Core UI settings only apply to Activate X and are not compatible with the Classic versions of Activate for iOS and Android. 

  1. Log in to Connect and select Options from the left side menu. 
  2. Select Terminal Roles from the Options menu.
  3. Search for and select the Terminal Role to edit.
  4. Click the Core UI tab.

    Core_UI_Tab.jpg

  5. Click the green Checkmark in the upper right corner to save any changes.  
  6. For additional configuration options, please see Terminal Roles.

Check Management 

  • Checks: Enable check/tab functionality.  
    • Check functions
      • Add Print: Enable to allow print.
      • Combine: Enable to allow the employee to combine checks.
      • Split: Enable to allow the employee to split checks.
      • Transfer: Enable to allow the employee to transfers checks to other employees at the vendor location.
    • Hold and Fire: This function allows the user to hold specific items and then fire once they need the items prepared by the kitchen.
    • Check Queue: Enable if check queue is used at this location.
      • Check Queue Name: Enter a check queue name.
      • Order Completed on Payment: If enabled orders will be set to completed after processing a full payment.
  • Sort Check Grid: Option to display newest checks first or last.
  • Coursing: If enabled Coursing will be available for users under this role.
  • Seats: If enabled allows the employee to assign seats within a check.
  • Table: If enabled allows employees to assign checks by table.
    • Force table selection: If enabled requires the employee to start a check by table.

      Core_UI_Check_Management.jpg

Search Options

  • Menu Items Search: Enable to allow users to search for menu items in Activate. 
    • Item Name: Allows users to search for items by name.
    • UPC: Allows users to search for items by UPC.
    • SKU: Allows users to search for items by SKU number.
  • Check Search: Enable to allow users to search for Checks in Activate. 
    • Check Name: Allows users to search for checks by name.
    • Check Number: Allows users to search for checks by ID number.

Terminal Information

Determine what information will display on the Activate screen. 

  • Venue Name
  • User Name
  • Vendor Name
  • Terminal ID
  • Wifi Status

     

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