 |
|
|
|
Article |
| Body |
To learn more about 'Trading Days,' click here. Default Category Tax TypeThe 'Default Category Tax Type' can be set to tax inclusive or tax exclusive. When you create a new Menu Category, the category tax type will auto-fill with the default setting selected in this HQ Settings section (Ex: If you select 'Tax Exclusive' as the default tax type, all new categories you create will default to the 'Tax Exclusive' setting. You will still be able to change the tax setting manually from the category page, if needed.)Tax Inclusive: the item prices includes tax Tax Exclusive: the item price excludes tax (item price and item tax will appear separately on checks) To learn more about tax settings, click here. To learn more about menu categories, click here. Printer SettingsIf a printer is offline or missing, it cannot print from the Upserve POS. To ensure that no chits or receipts are lost, you will need to select your preferred default (backup) front of house and back of house printer groups.
BACK: will be where chits print when a Kitchen, Bar or other preparation station printer is offline or missing.
After you select your default front/back of the house printers, you will see a list of general print settings that you can turn on or off. Check off any setting you wish to use. Print Receipt on Close: when this setting is checked, a receipt will print for every check when the check is closed. When it’s unchecked, receipts will only print for credit card and “other tender” type of payments.
Print Fire Tickets: when this setting is checked, a FIRE ticket will print when a course is fired from the check, alerting the kitchen or other prep station that they need to begin preparing the course. Print Void Tickets: when this setting is checked, a VOID ticket will print to the item's printer if an item is voided or removed from the check. This alerts the staff at that printer prep station that the item should not be prepared. Allow Printing in Training Mode: when this setting is checked, staff members can print practice receipts and chits from Training Mode. Tax on Receipt & Product MixItemize All Taxes on Receipt: when this setting is checked, receipts will display the tax applied to each item instead of just a tax total on the bottom of the receipt. Tax on Product Mix: when this setting is checked, itemized taxes will appear on the Product Mix CSV file. When you view the Product Mix report, click 'Download' to download the CSV file. To learn more about the 'Product Mix Report,' click here.
|
|---|
| Note: You can enter any text you like in the Header and Footer section, but you should refrain from putting any personal information, such as a Manager's phone number. The Header/Footer text will print on all customer receipts. |
Turn on signature settings to customize your receipt printing and turn on 'capture credit card signatures on screen' to allow guests to sign for credit card payments on your Upserve POS terminals or Tableside devices.
Delivery: check this setting if you restaurant offers delivery services. Turning on this setting will allow you to create Delivery Checks on the Upserve POS, so that your staff can take delivery orders over the phone.
Take Out: check this setting if you restaurant offers 'take out' services. Turning on this setting will allow you to create To Go Checks on the Upserve POS, so that your staff can accept 'take out' or 'to go' orders over the phone.
Note: If you want to accept Online Orders, you can also use Upserve Online Ordering, so that online take-out and delivery orders are sent directly to your Upserve POS! To learn how to set up and use Upserve Online Ordering, click here. |
Pre-Auth Tabs: turn on this setting if you would like your staff to be able to pre-authorize credit cards when starting a tab.
To learn about 'Pre-Authorizing Credit Cards' on the U-Series POS and Tableside click here.
In the HQ Settings section, there are a number of other settings that you can customize for you Upserve POS. Click the links below to learn about these other HQ Settings:
Customize your Day Part reporting in this section. See Day Parts Overview
Edit and create Void/Comp Reasons in this section. See How to Create & Edit Void/Comp Reasons.
Set up your tax rates in this section and customize you inclusive/exclusive tax tracking settings. See Tax Settings Overview.
|
Note: U-Series customers are responsible to setting up and applying tax rates to items. If you are unsure what tax rates to set up and apply, consult a tax expert and get the help you need before selling items. |
Create Tables and Zones for your Upserve POS floor plan in these sections. See Floor Plan Management - Add and Change Tables.
In this section, customize your break and overtime settings based on the needs for your business. See HQ Labor Settings: Enable Break & Overtime Tracking.
In 'Devices', you will be able to view Upserve POS terminals and Tableside Devices that have been logged in to your restaurant. On the far left hand side of this list you will see the name of the terminal. On the far right hand side of the list you will see when the specific terminal was 'Last Active', meaning the last time Upserve saw this device as online.
After 7 days if a device has not been registered as online it will move from the 'Active Devices' list to the 'Inactive Devices' list. If you have devices in the 'Inactive Devices' list, best practice is to remove them by clicking the red circle next to the 'Last Active' timestamp. This ensures your device data is most accurately reflected should you reach out to Support and gives you an understanding of which terminals are currently being used.
If you have any `Active Devices` running the V2 application (Breadcrumb 2.19.1), upgrade them to Lightspeed Restaurant U-Series V3 as soon as possible.
Be cautious removing any devices in the 'Active Devices' list as it will deactivate that terminal and return it to login screen.
In this section you can see the card reader name, serial number, firmware version, and the device to which your EMV or Mobile Tap reader is paired.
In these sections, you will set up your 'Printers' to connect with your Upserve POS and will set up 'Printer Groups' for receipt and chit routing. See Printing Overview.
If you would like to use 'Tip Pooling' in your restaurant, you can turn on and customize your tip pooling settings in this section. See How to Set Up Tip Pooling.
Turn on and manage Online Ordering in this section. See Upserve Online Ordering Overview.
To learn how to set up online ordering through Grubhub and Chowly, visit these articles:
Online Ordering with Grubhub
Chowly Onboarding on Upserve POS
In this section, you can subscribe to the Upserve POS 'End of Day Summary' email and/or subscribe to individual Upserve POS report emails. See Upserve POS Report Email Subscriptions.
Create and edit Other Tenders in this section. A number of 'Other Tender' types will exist in this section when your Upserve account is created (Ex: Deposit, Voucher, Other). See Add, Archive & Reorder Other Tenders in HQ
Manage and customize your Upserve Loyalty program in this section. To learn how to sign up and use Upserve Loyalty, visit Upserve Loyalty Rewards Program Overview.
Upserve partners with a number of integration technology partners, like Roaam, Resy, and Gusto! Use this section to connect supported integrations with the Upserve POS. See Set Up an API Connection with an Integration Partner.
| Title | HQ Settings Overview : Customize Your Settings |
|---|
| URL Name | Settings-Overview-Customize-Your-Settings |
|---|
Powered by |