Appetize FAQs

Sometimes it is necessary to verify the current RBA or firmware version that is installed on an Ingenico Device. To find the installed version, follow the steps below.

Reboot the device by holding the Yellow and # buttons at the same time.

If the iSMP device powers off, turn the device back on by holding down the Power button on the right side.

A Retail Base screen will load after a few other boot screens.

The screen does not stay up for very long so it may be easier to take a photo or record the process to reference.

The Version field is the current installed RBA.

Guided Access

During an event, Guided Access can be enabled to prevents individuals from using the iPad for anything other than the KDS or Activate app.

Turn On/Off Guided Access:

From the device home screen, select the 'Settings' app.

Go to the 'General' section and choose 'Accessibility' > 'Learning' > 'Guided Access.'

Toggle Guided Access to the 'On' position to enable.

Enable the 'Mirror Display Auto-Lock' option to ensure the screen does not go to sleep.

Select 'Passcode Settings' to set a 6 digit passcode to be used to turn the access on/off.

Activate While in App:

Navigate to the incoming orders screen

Triple-click the home button.

Select the area that will not be accessible once enabled.

Press start in the top right corner.

Now when someone tries to access that area or button, they will have to enter the passcode.

Note:Please remember and save the 6-Digit Passcode.

Note: For instructions on how to remove the App Catalog, click here.

Disclaimer: If the device is updated to iOS version 13.0+ please follow the below steps:

Access the settings for Safari within the general settings view

Once within general settings select Safari, you will then see a section titled 'Settings for websites.' install

In this section, there will be an option titled 'Request desktop website.'

Toggle that setting to off as pictured below.

Add a Device to AirWatch (MDM)

Open Safari app on the iOS device and enter the website appetizeapp.com/enroll

Enter the provided Appetize 'Group ID'

Enter the Username and Password: (Username: A /Password: a)

The device will ask to install a profile. Select the 'Install' option in the top right corner of the prompt.

After the profile is installed, the system will install an app named 'App Catalog'.

Install Applications from the App Catalog

Once the App Catalog is installed, follow the steps below to the Appetize applications.

Select App Catalog from the home screen of the iOS device.

Tap on Activate/KDS to install.

Tap on Install when prompted.

Note: The app catalog will read 'Processing', but this is not a real-time representation; navigate to the home screen to observe the app install process.

When should I update?

You should never update Activate or KDS app without confirming with Appetize Support (Help Desk) and/or your account manager.

All updates become available immediately, but may not be needed for your venue.

Should I update iOS firmware?

You should not update the iOS firmware for a major release (Ex: version 11.0 to 12.0), but minor ones like 12.1.1 or 12.1.2 are typically fine. Like updating apps, Appetize strongly suggests to only update after Appetize Support (Help Desk) and/or your account manager recommend to update.

Updating Activate/KDS

To update to a newer version of Activate or KDS on iOS devices, follow the steps below:

Select App Catalog from the home screen of the iOS device.

Tap on Activate/KDS to install the updated version(s).

Tap on Install when prompted.

Please wait for the green banner that appears underneath to disappear and tap on the home button.

Note: The app catalog will read 'Processing', but this is not a real time representation; navigate to the home screen to observe the app update process after the green banner at the bottom of the app catalog disappears.

When the update is complete, a blue dot will appear to the left of the app icon.

How to find iOS Version

From the device home screen, select the 'Settings' app.

Go to the 'General' section.

Select 'About' and look for the 'Version.'

Deleting the App Catalog

Sometimes it is necessary to un-enroll a device while troubleshooting issues with the apps.Once the device is un-enrolled, it can be re-enrolled to install fresh versions of the apps.

1. From the device home screen, select the 'Settings' app.

2. Go to the 'General' section.

3. Select 'Device Management.'

4. Choose the profile listed.

5. Select 'Remove Management.'

6. Hit Remove again.

7. The app catalog should now be removed from the home screen.

Here are some basictroubleshooting options for iOS devices:

Reboot the Device

Power-cycle the terminal with the following steps:

Long-press the power button at the top right of the device.

A button will appear indicating 'Slide to power off.'

Slide the button to the right and turn off the device completely.

Check the Device for Updates

Update the device in the iOS settings with the following steps:

From the Home Screen, open the iOS 'Settings' Application.

In Settings, select 'General.'

Next, select 'Software Update.'

'Install Now' will appear if an update is available.

Check Network Connection

Check the Wi-Fi connection with the following steps:

From the Home Screen, open the iOS 'Settings' Application.

In Settings, select 'Wi-Fi.'

You can turn Wi-Fi off/on by swiping the toggle at the top.

If the toggle is Green, Wi-FI is enabled.

If the toggle is Gray, Wi-Fi is disabled.

The internet connection may beunstable or even disconnected.

To Reconnect, select your preferred network and enter the password.

Configure Ethernet

Verify settings once the adapter is connected and the Ethernet cable is plugged into to a valid network port:

From the Home Screen, open the iOS 'Settings' Application.

In Settings, select 'Ethernet'

Connect using the DHCP option by default or choose Static to manually enter the connection information.

Disable WiFi to ensure the device is only using the Ethernet connection.

Reset Network Settings

If the device is having issues connecting to a network or Bluetooth devices, Resetting the network settings can help.

From the Home Screen, open the iOS 'Settings' Application.

In Settings, select 'General.'

Scroll to the bottom and choose 'Reset.'

Select 'Reset Network Settings'

iPad not Charging

Please try the following steps below with the iPad that is not charging. If the brightness is too high- the device will not charge.

Open the iOS Settings app

Select Display & Brightness

Then set the brightness to 50% or lower

Re-pairing iOS Bluetooth devices

As a general maintenance practice, its recommended that the Bluetooth device list is purged periodically. This ensures that only the intended peripherals (printers, CC readers etc.) are competing for connectivity with each iOS POS device.

On your iPad,open the iOS 'Settings' Application.

In Settings, select 'Bluetooth.'

Under DEVICES, tap the circled 'i' icon next to the device

Tap 'Forget This Device' then 'OK' on the confirmation screen for all devices listed network settings

Once all devices (including your intended peripherals) are purged, you can re-pair the intended devices.

Note:If still experiencing Bluetooth pairing difficulties, resetting all can resolve the issue.

Force Closing an iOS Application

Double click the Home button to bring up the fast app switcher.

Navigate to the app screen you want to quit.

Swipe up on the app card you wish to shut down by flicking it up and off the screen.

Accessing App Switcher without the Home Button

If you do not have access to the Home button due to the device's enclosure, follow the steps below to view the running apps.

Swipe up from the bottom to the middle of your screen and hold until you see the 'App Switcher.'

Swipe left or right to find theapp you want to quit.

Swipe up on the app card you wish to shut down by flicking it up and off the screen.

iPad goes to sleep whilst using Guided Access

If you find that your iPad screen is going dark whilst using the Guided Access feature, please do the following to resolve this.

1. Exit Guided Access by triple clicking the home button and entering the pin. (*Note:* the guided access PIN may be different from the iPad lock screen PIN)

2. Update the iPads iOS to 12.1.1+

3. On the iPads home screen, touch the settings (cog) icon and go to the Generalmenu.

4. In the Accessibility > Guided Access menu, turn on the Mirror Display Auto-Locksetting down the bottom. This will mirror your Settings >Display & Brightness > Auto-Lock setting.

5. Once Guided Access re-enabled the issue will not re-occur.

Reset iPad Device

Select "Settings"

Scroll down to select "General"

Once within general settings select "Reset", then tap "Erase All Content and Settings" contact Apple Support

If asked, enter your passcode or Apple ID password, then confirm that you want to erase your device.

Depending on your device, it can take a few minutes to completely erase your data.

Note:

If you don't remember your passcode for your iPhone, iPad, or iPod touch, or your device is disabled, learn what to do.

If you forget your Screen Time passcode, you need to erase your device, then set it up as a new device to remove the Screen Time passcode. Restoring your device using a backup won't remove the Screen Time passcode.

If you still need help,.

The Recipe Book report is housed within Advanced Analytics. This report allows you to showcase a detailed inventory list which generates all items and how they are purchased and transferred. The report includes the following items:

Ingredients

Purchase Unit

Transfer Unit

Sales Unit

Purchase Conversion

Transfer Conversion

Cost

Depletion

Running a Recipe Book report:

Log into Connect and select Advanced Analytics

Click on the Recipe Book report

Select PDF in the top right hand corner

Download preferences will need to be set to Portrait+ Sheets in Dashboard + Ingredient

Samsung AirWatch Enrollment instructions:

Open the Internet app

Navigate to www.appetizeapp.com/enroll ds705.awmdm.com

Enter the group ID assigned to you by your Appetize associate and tap next

Install the AirWatch MDM HUB app from the link on page for Google Play Store

Open the HUB app

Type Server address:

Allow HUB app permissions

Enter the Group ID again:

Enter the username (a )and password (a ), then tap on NEXT

Follow the steps to secure the enrollment

Tap 'I UNDERSTAND' button in Privacy page

Grant Permissions (Tap I agree)

Install Enterprise Service (Tap Next)

Accept Samsung KNOX Privacy Notice (Tap Activate)

Grant all permissions (tap Allow buttons and then Continue)

Finally, youre taken to the HUB app, now access the App Catalog button at the top right to install the Appetize Applications deployed to your group.

To disable or enable Contactless payments on a FreedomPay IPP350 swiper, please follow the steps below.

Reboot the iPP350 device

During the boot process wait until it gets to the page full of tiny text

Quickly, while on that screen, enter 2634 > Green key > F key

Select: Telium Manager

Select:initialization

Select:parameters

Select:Contactless

Select: YES or NO (to turn ON or OFF)

Reboot device

Often customers use magnetic striped cards to enter their PIN using Activate. The set-up is simple:

In Connect, go to Accounts and select User's Account name. Be sure the Employee PIN matches the PIN that is programmed on the user's card mag stripe.

(The customer will perform the following steps below)

To test the mag stripe on the card please do the following:

1. Press the two buttons at the bottom right underside of the terminal screen simultaneously (or hold the power button down for 2-3 seconds).2. A control panel screen will appear asking for the password to the device (password is 1elo).3. At the bottom of the screen, select 'Apps'

4. Then select Settings

5. Select Peripheral test APP

6. Locate the MSR section, tap from Off to ON (Key Injection will appear)

7. Be sure the setting is on HID.

8. Swipe Mag Stripe Card and the data programmed on the card will appear in the white field box.

10. The Mask Track 2 should be the Employee PIN number that is in the Connect account profile.

11. Then retest the card with an Activate login.

Additional info:

Customers can get cards from any supplier. As long as there is a mag stripe the cards will work; when Connect is assigned the correct PIN number.

This article will provide the steps on how to pair your Ingenico iSMP4 to your iOS device.

Power

The device should be fully charged prior to use if it will be used in a mobile

environment. This requires the included USB-C cable only. No other cable will

charge the device!

The device is powered on by holding the power button on the upper right side of the

device for several seconds until you hear a series of beeps and text begins to appear.

The device is powered off by holding the power button on the upper right side of the

device for several seconds.

The device is rebooted by holding the Yellow Button and the button labeled .,#* for

several seconds.

Note: if the device is plugged in, it will turn on automatically.

Pairing the Device (iOS Device Steps)

1. Ensure the iOS device is powered on and either charged or charging.

2. Tap Settings

3. Tap Bluetooth

Pairing the Device (iSMP4 Steps)

1. Power the device on.

2. You will see one of two screens, either BT Pairing Required or Lane Closed.

3. If you see BT Pairing Required, press the F1 Key under iOS and go to Step 6.

4. If you see Lane Closed tap the F key five times in quick succession.

5. You should now see BT Pairing Required, press the F1 Key under iOS and go to

Step 6.

6. Use the F1 through F4 keys as arrow keys until you locate the iOS device by its

name. The iOS device name can be found in Settings General About or in the

Bluetooth Menu as Now discoverable as _____.

7. When you locate the device, highlight it and press the green key.

8. The iSMP4 will now display a PIN. On the iPad, you will be prompted to enter this

PIN. The device may appear on the iPad as a Cordless Phone initially this is

normal.

9. The device should now read as paired on your iOS device and on the iSMP4. At this

point, tap F1 to Save. The device will reboot and it is now paired.

10. If you see a screen that says Not Paired tap F3 for Change Settings and attempt the

entire pairing procedure again.

Login to Connect and select 'Options' from the left side menu.

Click on 'Employee Roles' from the 'Options' drop down menu

Select the Employee Role that needs to be updated.

Select the 'Splash Screen' tab

Choose the + icon to upload a new image

Drag and drop an image or select the Arrow icon to choose and upload

Set the Duration time in Seconds

Click Add to save the slide

Repeat the steps to add additional slides

Select 'Save Employee Role' at the bottom of the screen when finished.

Repeat the process for all Employee Roles that need to be updated.

Note: It will take up to 20 minutes to populate and will require logging out of the terminal and manually entering the login credentials to refresh.

What is a Layout?

A Layout allows the entire Venue's settings to be changed on an event-by-event basis. It will change attributes such as Accounts, Vendors and Menu Items.

Layouts can also program seating charts into the system that can be used for Mobile Ordering.

Note:The system is set to Default layout upon set up and all programming will correspond to this layout by default. The name of this layout can be changed if needed.

Edit the Existing Layout

Log in to Connect and click 'Layouts' on the left side menu.

Find the specific layout to edit and then click on the 'Edit' button.

From here, edit the Section/Row/Seat Titles.

The first level within the selected layout shows the defined sections.

Adding a New Level to an Existing Layout

To add a new level, click Add Level' to see the following options:

Name of level:Ex: Suites, 100 level, 200 level

Type of section: Numbered or lettered

Range of section: Designate starting and ending section for level (Ex: 200 to 220)

Type of rows: Numbered or lettered

Average number of rows in each section: Select the row with the most sections and make that the average, then delete extra rows after level creation

Type of seat: Numbered or lettered

Average number of seats: Input the average number of seats per row. Add/delete seats as needed after level creation

Adding a New Section, Row, and/or Seat to a Level in Layouts

Once a new Level has been created within a Layout, Sections, Rows, and Seats can be added. Layouts are layered and must be created in order the following manner: Layout > Level > Section > Row > Seat.

Therefore, to add a new Section, Row, and/or Seat, you can follow the steps below.

Select the preferred Layout.

Select the preferred Level:

For a new Section, click 'Add Section' in the top right.

For a new Row, click on an existing Section. Then click 'Add Row.'

For a new Seat, click on an existing Row. Then click 'Add Seat.'

Assigning new Sections, Rows, and Seats to the Vendor

Once the Levels have been created, they must be assigned to the preferred vendor to appear in Activate.

In Connect, select the Vendors tab.

Choose the preferred Vendor.

Select the Serves tab to see which Levels, Sections, etc are needed for the Vendor.

When the checkmark is active, the section, row or seat will appear in Activate.

URL: https://www.elotouch.com/support/worldwide-service/usa-canada/

1. Choose Register Here to create New Account

2. Choose USA/Canada as the local Elo Region

3. Enter the Serial number of the device and click "Lookup"

4. Create RMA for product

5. General Information. Please Fill Out All Required information.

6. Verification Page

7. Terms and Conditions

8. Complete

Offline mode can be utilized when there is no connection or weak WiFi atthe terminal(s). Transactions can be stored on the device to sync at a later time when the network is more stable (cellular or WiFi).

How tochange the Offline Mode inActivate

In Activate offline mode can be changed to 'Auto,' 'On,' or 'Off' for that specific device.

Log into Activate and pull up the left side menu by holding down on the Account name in the top left corner.

Find the 'Manager' section of the left side menu and then find 'Offline Mode.'

Change the status by clicking on 'Auto,' 'On,' or 'Off.'

Note:Please ensure all orders are synced and completed before making any changes to Activate or the terminals. Transactions made in Offline Mode will be lost if they have not synced with the server prior to deleting/updating Activate, selecting 'Clear Database' or clearing data and resetting a device.

Offline Modes Available

Auto: This is used for scenarios where the WiFi or Cellular signal is typically strong. However, if the signal goes down or if a transaction takes longer than the time allotted to process the orders (as configured in the 'Request Timeout' in the Employee Roles), it will be then be completed 'Offline.' Transactions will automatically sync as network bandwidth becomes readily available.

Off: This is used in times when WiFi and/or Cellular signals are always strong/reliable. All transactions will be accepted online, meaning credit cards will be authorized or declined at the point of transaction.

On: All transactions will be done completely offline, meaning that credit cards will not be authorized at the point of transaction and all orders will be completed 'Offline.' This creates a risk of accepting declined cards.

Follow the steps below to process transactions within Interact.

Log into Interact using the credentials created with steps in the Interact Setup article. Select 'Add' to enter the Username and Password.

Once a vendor is added, select Continue to log into that location.

If multiple vendors are needed, select 'Add' again to enter the additional credentials.

Select Continue to choose which location to order from.

The first page displayed will be the Category Groups along with the pictures assigned to each group.

If Level 2 Category Groups are assigned then they will be displayed after selecting a Level 1 Category Group.

The user will add items to the cart by selecting the + sign below each item.

If the item selected has any modifiers attached to it, theuser will be able to select one of the options before adding the item to the cart.

Select 'Place Order' once all items are added to the cart to be taken to the payment screen.

Once the order has submitted, the customer can choose receipt options.

This article discusses how to setup the Interact application for guest ordering via kiosks.

Vendor Roles

Login to Connect and click on 'Options' in the left side menu.

Select ' Vendor Roles ' from the Options drop down and then select the appropriate vendor role

Select the 'Alcohol' tab to enable/disable the Drink Limit Per Order toggle.

Please add the number of drinks allowed under the Limit Amount Per Order toggle once Drink Limit Per Order option is enabled. Modifiers

Vendor Setup

Login to Connect and click ' Vendors ' on the left side menu.

Select the Vendor from the list

The vendor's name will display as the pickup location on the Order Confirmation screen inside of Interact.

The Interact Theme can be configured via a JSON file import on the Individual vendor in the Theme Configuration box.

Employee Roles

If there are any fees associated with the account, they can be configured in the Employee Role.

Login to Connect and select 'Options' from the left side menu.

Click on 'Employee Roles' from the 'Options' drop down menu and select the appropriate Employee Role

Select the Fee/Tip/Tax tab

Configure the Fee amount/label.

The payment options such as Credit Card, Contactless, and credit chip can be configured under the Payment tabs for the selected Employee Role.

Item Configuration

Grab & Go

Items that are configured as Grab& Go will not be displayed as an option in the menu. These items will have barcodes configured to scan to add to the cart rather than select from the menu.

Note:Grab & Go is available in Interact versions 1.3.4 and above.

Log in to Connect and select 'Items' from the left side menu.

Choose Items again

Search for and select the item you want to configure

Scroll down to the Detailed Information section and select the pencil icon below 'Is Grab & Go' to toggle the option.

When set to Yes, the item will need a barcode configured for scanning.

Navigate to the Codes tab of the item and add the corresponding SKU or Barcode

Modifiers

Modifiers must use the Mod ifier Wizard Setup.

Picture Assignments

Category Icons

Log into Connect and select 'Options' from the left side menu.

Select Category Groups and choose the appropriate Group.

A JPG or PNG file up to 4 MB can be uploaded for the icon image in Interact.

Please make sure to use rectangular images for Category Groups.

Item Pictures

Login to Connect and select 'Items' from the left side menu and ' Items ' again from the collapsed menu.

Search for and select the Item.

A JPG or PNG file up to 4 MB can be uploaded for the item image in Interact.

Modifier Pictures

Login to Connect and click 'Items' in the left side menu.

Select '' from the 'Items' dropdown.

Search for and select the modifier to edit.

A JPG or PNG file up to 4 MB can be uploaded for the modifier image in Interact.

Things To Note:

Please use pictures for Item Modifiers, add descriptions and upsell items to Items to make the most out of Interact.

Permission Sets DO NOT affect Interact, but one will still need to be created and applied to an Employee Role.

Interact does not support shared logins so there is no PIN entry when logging into the application.

The theme within Interact can be configured with custom images, colors and button labels. Below are the most common configuration changes.

Attract Screen

This will be the main screen that is displayed when the guest comes up to order on the kiosk. This may be an image or a video. Background Video will have first priority over photos.

Customizable options

Background image no larger than 1080x1920 / Format .png or .jpg. Aspect Ratio 16:9, Size no larger than 2MB

Background Video: Format .mp4, length no longer than 10 seconds (Video will restart upon completion), No larger than 10 MB

Logo image on attract screen: no larger than 1080x1920 / Format .png or .jpg. Aspect Ratio 1:1, Size no larger than 1MB

Text for Touch to Order

Hex Color for Button

Phone Login Screen

This will be the next screen that appears for the guest to enter their phone number. Future roadmap item will be for the SMS text number to be identified in this location. **This screen is optional and can be hidden in the JSON file.**

Customizable options

Background image no larger than 1080x1920.

Category Screen

This screen appears once you leave the attract screen. There are two options in the JSON. Types (Food/Drink/Other) may appear on the main screen, or if selecting maincategoriesenabled=False in the JSON, the primary category groups programmed will appear in this screen instead.

Customizable options:

Type Image on Left:

Hex colors (found in blue above) for the header and footer of the page.

Place Order and Start Over button colors are customizable

Ordering Screen

This screen will bring the guest to begin adding items to the cart.

Customizable options

Hex colors (found in Black) for the header and footer of the page.

On the top of the screen, there may be a customized logo image that will appear in the middle of the header. This image has to be transparent. This should be no larger than 240px in height.

Text and Background Hex Colors for the following buttons: Start Over, Place Order, Back

Payment Screen

This will show all payments that are enabled such as Credit/Stored Value/Loyalty Programs

Customizable Options

The background image is customizable with image no larger than 1080x1920.

The wording for the payments is customizable in 1.3.5 or higher.

Thank you Screen

This is the confirmation screen to show the guest that the order is completed.

Customizable Options

This image is customizable with an image no larger than 1080x1920.

Hex Color Buttons

Note:All images and videos must be maintained and hosted by client. (Note that some corporate firewalls may limit access to this).

Note:You mustcreate a Vendor Role prior to creating a Vendor. Multiple Vendors may be assigned tothe same Vendor Role.

What is a Vendor?

A Vendor is a revenue center where POS unit(s) are assigned.Each Vendormust be named for reporting purposes (Ex: Nacho Stand, Merchandise Tent 3, Lobby Main Bar, etc.) and have an associated Vendor Role.

How to CreateaVendor

Login to Connect and click 'Vendors' on the left side menu.

Select the 'Create' button in the top right corner.

Once the pop up window appears, fill in the Vendor Settings and click 'Save Changes.'

Vendor Settings tab

This allows for the customization of the settings for the specific Vendor.

Name:The name of the Revenue Center.

External ID:A reporting ID used with Eatec Integrations.

Vendor Role:The Vendor Role that is assigned to the Vendor.

Auto Complete:This will set orders to auto complete once the order has been placed.

Tender Summary:

Price Level:Select a specific price level to apply to the vendor.

Enable Transfer Stock:

Status:

Select Default Location To Return Stock:

Show courses on a guest receipt:

Theme Configuration:

Delete custom configuration:

Default Order Type:

Location:

Internal External Launch URL

Button Caption:

Receipt Settings:

Email tab

This allows for the customization of the mobile ordering receipt from that specific Vendor. It initiallycomes standardized, but there is an option for editing.

Logo:The team logo or stadium logo.

Header Image: The image that will be enlarged at the top of the email.

Header Text:The message at the top of the email (Ex:Thank you for your purchase.).

Show Header Text Below Header Image: Select Yes/No to adjust placement.

Thank You Text: An optional thank you text message to the customer.

Service Fee Name: An explanation of the services fees if your venue has them.

Custom Text Color: Thecolor of the text.

Twitter Link: The team or Venue'sTwitter link.

Facebook Link: The team or Venue's Facebook link.

Support Phone Number: The supportphone number that will be on the receipt.

Support Email Text:The support email address that will be on the receipt.

Email Reply To: Where the reply is sent ifthe customer replies.

Custom Background:The background color of the email, which can be selected from the color chart.

Show Tip Information: Enable to include the tip detailson the email receipt.

Show Fee Information:Enable to include the fee detailson the email receipt.

Show Participating Venues:A list of all major Venues where Appetize is utilized, which is at the bottom of the receipt.

Serves tab

The Serves Tab allows for you to customize which seats the Vendor will have available for selection.

Boards

The Boards tab allows configuration of the digital menu board integration for your venue.

Menu Items/Inventory Items

The last two tabs for each vendor show lists of menu and inventory items.

What is an Account?

An Account is created to allow a user to login and access the Appetize systems. There are numerous types of Accounts including Connect Accounts for Connect Online, Employee Accounts to access Activate, and Vendor/Subvendor Accounts for KDS access, etc.

Note: Vendors, Items, Employee/User Role and Permissions Sets must be created before creating an Account.

How to add an Account

Login to Connect and click 'Accounts' on the left side menu.

Once on the 'Accounts' page, select the 'Add Account' button in upper right corner.

Once the pop-up window appears, fill out the Account information and click 'Save Changes.'

Employee Role

Add Account tab

Type: The category of the Account you're creating (Ex: Employee, Vendor, Connect, etc.).Name User's Name*:The name of the Account.Login ID:The username to login to this Account.Password:The password used to login to the Account.Admin Pin:PIN number used to process manager functions such as refunds.Employee Pin:The PIN number usedto log into the POS system. This is enabled when the Account is associated to a shared role.User Roles:Assign the to the Account (Ex: Cashier v. Bartender).

Vendor Assignment tab

The 'Vendor Assignment' tab allows for the Account to have the ability tologin to specific Vendors so that the appropriate menu will be assigned.

Click on the 'Vendor Assignment' tab.

Select 'Active' next to Vendors you would like the Account to be assigned to. There is also an option to select the 'Assign All Vendors' button. (Note: Shared accounts are only allowed to be assigned to only one vendor.)

Appetize has a large number of Reports that can be exported as Excel, PDF and/or CSV files. These reports can be printed, shared, or saved for future use.

Reports in Connect

In Connect, you'll seea list of available reports on the left side menu under the 'Reports' tab. Clicking on the 'Reports' tab shows a dropdown of numerous types of reports available, depending on your venue settings.

email

Running a Report

Once you have found the report you would like to run, there are a fewimportant thingsto remember.

Date Range: The start and end date should encompass the time period of data needed. By default, the date range is todays date to tomorrows date. The start and end date should never be the same as this will not include any data.

Event Name:Select a specific event to pull data based on the event date parameters. Some Inventory reports can only be run by event and not by date range.

Filters: Several reports have check boxes that can be toggled depending on what information is needed. Other reports will have filter drop downs to select specific data.

Include Comps:

Separate By Day:

Once you are ready to run the report, click 'Choose Document Type' from the dropdown list to pick the file extension to download. A spinning circle will appear while the file generates and once complete, will download the file.

Note:Attempting to run a report for an extended date range may take many minutes to complete. If a report does not generate, please contact Support via chat or .

End of Show

This section includes the most commonly used reports generated at the conclusion of a show or event. Click on Reports >End of Show to see the following report types:

Category Sales:Shows all items sold by the venue and individual vendors.

Category Sales (beta):

Detailed Category Sales: Shows all items sold by the venue, individual vendors, as well as individual employees.

Rounding: When rounding is enabled for the Venue, the report will provide total rounded values per order and vendor.

Cash Room: The report includes User and Vendor Cash counts by denomination from started banks, cash pulls/adds and finalized entries.

Tender Type: Shows what revenue was collected by type of tender (cash, credit, Apple Pay, etc.) per Venue, Vendors, and Accounts, as well as fees, taxes (if exclusive tax is used), and tips.

Credit Card Breakdown: Shows a breakdown of all revenue based on Credit Card type.

Codes:Shows a breakdown of any promotional codes used by venue and vendor.

Discounts: Shows the discounts used and the total corresponding orders and totals.

End of Show: Shows a broad overview of the venue including Attendance, Credit Card, Cash, and Code Breakdowns, as well as a Sales Category Recap and a Cash Room Breakdown

Daily Sales:A quick and short report listing the total sales in several categories, as well as tips and comps. Can be printed on one page if desired.

Sales Per Hour: Breaks out sales by Hour by Category for Venue, Vendors, and Employees.

All Orders: Shows each individual order throughout the operating day. Includes itemized list of items ordered, as well as employee name and tender type.

Pending Orders: Shows any orders which are still pending completion. Should be an empty report at the end of each operating day if all orders were completed and closed properly.

Refunds: Shows all refunds (if any) issued and the reason selected (if applicable).

Offline Declines:In the event that transactions occurred in an offline state at any time, the risk always exists that one or more of these orders could contain a credit card transaction which is later declined when network functionality is restored. This report will list these declines and should be run if any device lists declined transactions in the All Orders section of the Menu in Activate.

Total Sales: Shows each item sold and lists the amount and revenue for each item.

Sales Export:Shows items sold, quantity and item value per vendor for the selected date range in CSV format.

Mobile Ordering

These report should only be run if your venue includes mobile ordering. 'Mobile Ordering' reports only include items purchased through an app available to the public, NOT through Activate).

Property Data: Gives a complete breakdown of all transactions and items sold, broken out by category, tender type, and location.

User Data: Shows the users who placed orders through Mobile Ordering. Breaks down name, email address, order number, pickup vs. delivery, payment type, and turnaround time.

Venue

Each Report in this section allows the user to run a report with certain filters selected or deselected.

To run these reports, choose the report type you wish to run (Total Revenue, Total Fees, Total Tips, Best Sellers, Highest Grossing, Product Revenue, Revenue by Type, Revenue By Level and Orders Export).

Next select the desired Start and End dates.

Now you can select the 'Report Type' and 'Grouping By' parameters to determine how the data will be displayed.

Select the 'Filter 1' dropdown to change the data that will be returned and then the needed 'Filter 1 Value.' Setup additional Filters as needed.

Finally, click the dropdown box, Choose Document Type and select the file format.

A spinning circle will appear while the file generates and once complete, will download as the file selected.

Employees

Each report in this section functions exactly like the Venue section (explained above). The only difference is it allows the look up of specific employees actions as opposed to the entire venue.

Vendor

Each report in this section functions exactly like the Venue and Employee section (explained above) except it is focused on specific vendors within a venue. This would be helpful for tracking one specific vendor's Cash Revenue or Credit Tips for example.

Inventory

These reports will only be used if your site is using Appetizes Inventory module and has been set up ahead of time.

Peripheral Connections

If the peripheral devices are having connectivity issues, we recommend powering the devices down temporarily as a troubleshooting step.

Elo terminals are always hardwired to external devices (credit card reader, printer, cash drawer, and barcode scanner). They cannot be wirelessly connected, so if the device is having connectivity issues, please tryunplugging itfrom the Elo terminal and powering it downcompletely. After a few minutes, plug everything back in and restore the power. The devices should automatically reconnect.

Note: If the devices do not connect, please check network connectivity on the local internet connection.

Peripheral Test App

There is also a Test Peripheral App that can be used to test the connection of devices.

The app can be accessed on the terminal with the following steps:

Press the two buttons at thebottom right undersideof the terminal screen simultaneously (or hold the power button down for 2-3 seconds).

A control panel screen will appear asking for the password to the device(password is 1elo).

Select Appsand choose 'Peripheral Test App'

A screen will appear to test the built-in features of the device, including the credit card swiper.

Note:This screen differs from device to device as some Elo terminals have built-in swipers, scanners, and printers. Others are separate devices that are hardwired into the system. To troubleshoot connectivity issues, please unplug all the devices from power and then plug them back in to reboot.

Dashboard Settings

Once a user logs into Connect, the Dashboard appears on the home screen and displays an overview of the day's activity. Click the date at the top of the page to bring up a calendar to select and view any day's totals.

Below the date selection, you'll see:

Tips

Fees

Grand Total

Avg. Order Size

Total Orders

Pending Orders

Pending Values

Further belowisa break down of sales by the highest earning Item (Ex: Hotdogs, etc.), Category (Ex: Soda,etc.), Type (Ex: Drink, etc.), and Payment Type (Ex. cash, etc.). Select the 'Click to Load Revenue' button to populate the selected date's totals.

Payment Methods

Select the 'Click to Load Payments' button to populate the Payment Methods data. The pie chart displays the different Payment Methods with associated percentages. The graph can be toggled between 'Completed' or 'Pending' orders.

Highest Earnings

Select the 'Click to Load Earning' button to populate the Highest Earnings bar graph to the right of the pie chart. It can be sorted by either 'Revenue' or number of items 'Sold' and displays sales from the highest to lowest per item.

Breakdown Per Hour

Below the Highest Earnings section, select the 'Click to Load Breakdown' button to populate a breakdown per hour for Profit, Orders, and Items sold.

Once you are logged into Connect, click the Orders tab on the left side menu. Then select 'Orders' once more in the dropdown.

The main Order page shows details such as Order Number, Time, Date, Transaction ID, Payment Type, Order Total, Order Status, Turnaround, and Vendor. They can be filtered and sorted by clicking on the column titles.

General Search in Orders

To search for orders on specific dates, click on the boxes below 'Start Date' and 'End Date' to choose the appropriate range.

In the search bar at the top of the orders screen below the date range, type in a customers name, Order ID/Confirmation Code, Vendor, or Account name until the right order appears.

Note:It is recommended that you choose the End Date first and the Start Date second so that your computer isn't overloaded with bringing up orders for a larger date range.

OrderDetails

Once you click on a specific Order, a pop-up window will appear with the order Details.

Item Refund:Select the Item Refund option to the right of any item to refund only the amount of that item plus applicable taxes from the order.

Custom Refund:Customize the amount you would like to refund.

Full Payment Refund:Will refund the entire order amount.

Resend Receipt:Will resend the email receipt to the customer.

Download Receipt:Downloads a PDF copy of the customer receipt.

Refund:Will refund the entire order amount.

Chargeback Information:Prepares a zip file of the order including a signature image if applicable for chargeback disputes.

View Signature

Digital credit card transactions that require a signature will have a View Signature option in the order details. This is a convenient feature to have when disputing any chargebacks; right click on the image to Save the file on your computer.

Order Search

The Order Search option in Connect is a great way to find details on orders based on limited information.The 'Orders Search' screen allows orders to be searched based on certain criteria while limiting search results to prevent too much data from being returned.

Whilelogged into Connect, click the 'Orders' tab on the left side menu and selectthe 'Orders Search' tab from the drop down menu.

Search for a Specific Order

Enterthe criteria and click the 'Search' button on the bottom left corner.

After the orders have loaded, click on one to access their Order Details.

Note: This page does NOT load any data until the search button is clicked.

OrderDetails

Click on an Order and a pop-up window will appear with the 'Order Details.'

Custom Refund:Customize the amount that needs to be refunded.

Full Payment Refund:Refunds the entire order amount.

Resend Receipt:Resend the email receipt to the customer.

Download Receipt:Downloads a copy of the receipt.

Refund: Refund the entire order amount.

Chargeback Information:Prepares a zip file of the order including a signature image for chargeback disputes.

In Connect, under the Orders tab dropdown, you'll see an option entitled 'Checks.'This section allows users to easily search for the current day's Checks/Tabs in Connect.

You can use search optionsbased on the status of the order:

You can also narrow it down by the time the order was received:

Refunding an Order in Connect

Login to Connect and click on 'Orders' on the left side menu.

Search for a specific order by changing the date/time range andsearching for it by Name or Order ID. here

Once you find the correct order, click on it and a pop-up with the order's details will appear.

Click on 'Custom Refund' or 'Full Payment Refund' for the refund to begin processing. A pop up will ask you to confirm the refund as a precaution to avoid accidentally refunding a valid order.

Once you've completed the refund, it will appear as so in Connect:

How to Refund an Item

Login to Connect and click on 'Orders' on the left side menu.

Search for a specific order by changing the date/time range andsearching for it by Name or Order ID.

Once you find the correct order, click on it and a pop-up with the order's details will appear.

Select the 'Item Refund' button located to the right of each item on the order.

Enter the quantity and confirm the refund of the item.

Enter a Reason for the refund if needed.

A pop up will ask you to confirm the refund as a precaution to avoid accidentally refunding a valid order.

The item will now show as Refunded on the order details.

Things to Note:

Depending on the bank, a refund can take up to 5-7 business days to process.

Refunds can also be processed through the Activate and KDS app:

To issue a refund in Activate, go here.

To issue a refund in a KDS, go .

Mandatory Modifiers

In Suites, the recipe items that are served with the parent/ordered item are called Mandatory Modifiers. These are not optional, they are for the kitchen production report. For instance,If a Chicken Wing Platter is purchased, the mandatory modifiers attached to the item would be blue cheese, celery, carrots. For every Chicken Wing Platter sold the kitchen will need to produce blue cheese, celery and carrots as well.

To Create a Modifier

In Connect, click Items

Select Modifiersfrom the collapsedmenu

Select the blue Createbutton

Add a Namefor the modifier

Add a Costfor the modifier

Select Save

Production Unit

Note: If you do not attach a production unit to the modifier it will not print on the kitchen production report.

Search and Select the modifier just created to get to the Details page.

Select a Production Unit for the modifier.

3. Select the edit pencil to access the drop-down menu to select your desired configuration.

Assign Suite Item

Go to Item Details Page, ensure the item you are adding to the Modifier has Suite Item set to Yes.

In Connect, click Items

Select Items from the collapsedmenu

Search and Select the Desired Item

Select the Details tab, scroll down to Detailed Information

Toggle Suite Item to Yes

Assign Modifier to Item

When a Modifier is added to an item, it is required when placing a PreOrder.

In Connect, click Items

Select Items from the collapsedmenu

Search and Select the Desired Item

Select the Modifier Tab

Select the blue Add Modifierbutton

Search the DesiredModifier

Select Assign

Note: You may also set a quantity for the modifier. Suite Items must be set to YES in order to set a quantity for modifiers.

Appetize has a large number of Inventory Reports that can be exported as Excel, PDF and/or CSV files. These reports can be printed, shared, or saved for future use.

Running a Report

Once you have found the report you would like to run, there are a fewimportant thingsto remember.

Date Range: The start and end date should encompass the time period of data needed. By default, the date range is todays date to tomorrows date. The start and end date should never be the same as this will not include any data.

Inventory Event/Event Name:Select a specific event to pull data based on the event date parameters. Some Inventory reports can only be run by event and not by date range.

Filters: Several reports have check boxes that can be toggled depending on what information is needed. Other reports will have filter drop downs to select specific data.

Once you are ready to run the report, click 'Choose Document Type' from the dropdown list to pick the file extension to download. A spinning circle will appear while the file generates and once complete, will download the file.

Note:Attempting to run a report for an extended date range may take many minutes to complete. If a report does not generate, please contact Support via chat or email.

Inventory Reports

In Connect, go to the 'Reports' tab and select the 'Inventory'option. The following inventory reports will be listed to export and save/print:

Cost of Goods: Analyzes item sales and costs and compares to venue sales for given timeframe.

Recap Report: Provides over/short analysis for vendors based on POS sales and product counts.

Units Sold Recap: Includes the price, quantity sold, sales and tax amounts with net sales.

Stock Request Form: The form can be used to request and track item movement for vendors.

Revenue Reconciliation: Provides over/short analysis for vendors based on POS sales and tenders received.

Revenue Analysis: Venue overview and vendor breakdown of inventory, POS, and revenue analysis by item.

Category Recap: Provides totals per product category with over/short analysis for vendors.

True Up Full History:Changes made to True Up Count based on dates changed.

True Up Item History: Changes made to True Up Count based on selected items.

Item Usage: Item usage report for selected date range.

Purchase Item History: Item history report for purchasing based on date range.

Category Value:Value of inventory based on assigned categories.

Value by GL Account: Provides totals by Inventory, Purchase or Sales unit for GL Codes by item at each warehouse and vendor.

Inventory Value:Overall value of inventory on hand.

Transfer Summary: Summary of transfers based on date range.

This will explain how to setup and connect a StarMicronics Web printer for Hawking module. Using a Static IP config is recommended so that the IP address does not change.

Plug Printer and Computer into the same VLAN

DHCP is required to first get an IP to the printer

To assign Static IP after DHCP IP is obtained

Open Browser and type in the DHCP IP

Login with username root and passwordpublic

Click IP Parameters

Select Static and fill in the needed information

Click Submit

Click Save

Click Execute to reboot printer with updated settings

Once the green and red lights stop flashing a solid green light is expected when the printer obtains an IP address and another print will occur. At the bottom of the second printout will be the IP address of the printer.Record/Label the printer with that ip address

On the computer open a Chrome Browser

Type in the ip address and press enter

Login with username root and passwordpublic

Select SSL/TLS

Domain is the IP address

Date should be 2050/01/01 or something in the future

Tap the second option to Create a signed certificate

Fill in all fields

Tap Create

Tap Go back to previous page

Tap Click download

Select SSL/TLS again

Tap Settings

Enable Port 443

Save

Click Save/Execute for option 1

Close Browser

Download StarWebPRNT WebContent Zip File

If no graphics please go back and make sure file folder in step 10 is on the desktop unzipped.

Make sure to unzip file and have on desktop

Open Folder--Sample--Click A001.html to open a browser page

Once page loads make sure page has graphics

**Note that this file must be on the desktop of the logged in user**

Click Try Web Print Option then click text Receipt

Replace the url part Local 8001 with the IP address of printer

Click Send Asci

Get successful test print and test message.

Click ok

Change the http// part to https//

Click Send Ascii

Get error message

Click ok

Open Developer Tools

Windows computer - F12

MAC computer - Shift + Command + C

Click Console

Right click IP address and open in new window

Click Advanced

Click Proceed to (ip address)

Enter Username of root and password of public when prompted to authenticate

Return to Webprint window and repeat step G from above for successful print.

Change the http// part to https//

Click Send Ascii

Finish

Navigate to Connect-->Settings-->Printers-->Add Printer

Create the Printer with the IP address of the printer

Complete a Test Print

What are Permissions Sets?

Permissions Sets determine the configurations, options, and settings the user can see or use within Activate.

Permissions Sets are assigned to an Employee Role. Theycan be edited at any time by going to Connect > Options > Permissions Sets and clicking on the one that needs to be updated.

Permissions include:

Defining access to menus.

Access to customizing the menu layout.

Enabling/disabling the use of tabs (checks).

The information displayed on a guest's check.

The information displayed in the Finalize Day section.

Note:Permissions Sets must be configured before creating an Employee Role.

Creating Permissions Sets

Login to Connect and click on 'Options' on the left side menu.

From the Options drop down, select 'Permissions Sets' and then click on 'Add Set.'

Once the pop up window appears, fill in the Name in the 'Set' tab and then customize/edit the settings.

Time Clock

Main View tab

The 'Main View' controls what can be seen or toggled on the main Activate screen once logged in.

Open Side Menu:The use of the drop down side menu.

Show Item Size Slider:The ability to change the menu items icon size.

Default Layout Grid:Sets the default layout to grid.

Refresh:The ability to refresh the menu.

Allow Printer:Toggles printer pairing functionality.

Email Receipt:The ability to email the receipt upon purchase.

Show Offline Mode Dot:Toggles the display of the offline mode indicator dot.

Use X for Deleting Cart Items:Toggles the X next to cart items for quick deletion.

Show Age Verification: Asks to verify the customer's date of birth in case of an alcohol purchase.

Age Verification on Order with Alcohol Item:Asks for verification on a tab that has alcohol purchased.

Hide 0.00 Price:Will not display 0.00 as a price on an Item

Show Retail Mode:Displays the retail mode option.

Drag Items: The ability to drag items into the cart.

Change Grid/List:The option to quickly switch between menu formats.

Pre-Auth:The ability to pre-authorize a card.

Mobile Orders:The ability to receive mobile orders.

Phone Number:The ability to add a phone number upon payment to receive a receipt via text.

Store Login Info:The ability to automatically retain the last used login for quick re-logins.

Pin To Exit Tip Screen:Causes the system to require a PIN when attempting to go back from entering a tip.

Alert on Alcohol Item:Informs the cashier that there is an alcoholic item when checking out.

Age Verification on Alcohol Item:Requires the cashier to verify that the customeris of drinking age.

Show Battery Indicator:Shows the battery life.

Hide 0.00 Modifier Price:Will not display 0.00 as a price on a modifier.

Show Add Tip/Finalize button on 'Thanks Screen' in rest mode:Enable the option to Add Tip/Finalize the order from the completion page.

Require pin for removing items in cart:Prompts the system to enter in a PIN to remove items in the cart.

Menu

The Menu tab controls which functionalities are active or displayed on the side menu in Activate.

Printers:Whether printers are able to be viewed.

Diagnostics:The ability to view the Diagnostic Menu.

Mobile Auto Print:Enables the KDS function.

Offline Mode:Enables the ability to toggle to offline mode.

Logout:The option to logout.

Allow POS off clock:Allow the POS to be used by an employee during non-scheduled time.

All Orders:The ability to view the 'All Orders' tab.

Check Orders:The ability to view the 'Check Orders' tab.

Refresh Wristbands: The ability to refresh all active wristbands.

Pin for Cash Register: Will prompt the system to require a PIN to access the cash register.

Pin for Finalize Day: Will prompt the system to require a PIN to start the finalize day process.

Employee Login:Allows Micros employee login.

Inventory:Enables access to the Inventory page.

Auto Print:The ability to auto-print receipts.

Open Cash Drawer:The ability to pop the cash drawer open.

Timeclock:The ability for employees to clock in/out.

Allow POS ON Break:Theability to allow sales while an employee is on break.

Beacon Menu:Allows access to the Beacon Pay menu.

Require Pin for Logout:Causes the system to prompt for PIN entry before logout.

Require Pin to Open Cash Drawer:Prompts the system to enter in a PIN before opening the cash drawer.

Require Pin for inventory:Prompts the system to enter in a PIN before entering Inventory on POS.

Tabs

Tabs defines the functionality for tab/check orders.

Allow Tab by Name:Allows tabs to be created by entering a customers name.

Allow Tab by Seat: Allows tabs to be created by entering the customers seat information.

Show Tab Description as Name: Causes the name of the tab to display as the customers entered name.

Require Pin for canceling tab:Causes the system to require PIN entry to cancel a tab.

Breakout items in check: This allows for items to be broken out and added to split tabs.

Show Tab Description as Seat:Causes the name of the tab to display as the customers seat information.

Require Pin for Removing Items:Prompts PIN entry when attempting to remove items from tabs.

Show Tab Description as Seat and Name:Causes the name of the tab to display as both the customers entered name and seat information.

(Yes/No) Allow opening closed checks:Will allow the user to open a closed check.

Print Summary

The Print Summary tab controls the information displayed when a check is printed in summary format.

Date/Time: Check will display the date and time of the purchase.

Order ID: Check will display the orders ID number.

Tender Type: Check will display the type of payment used.

Suggested Tip Amounts: Check will display the preset suggested tip amounts.

Legal Text: Check will include any preset legal text.

Printed Receipt Text: Check will include any other preset text.

Account Name:Check will display the name of the Account used to create sale.

Seat Information: Check will display the customers seat information.

Tab Name:Causes the check to display the name of tab.

Custom Tip Line:Adds a line for a custom tip amount on the check.

Signature Line:Adds a line for the customers signature on the check.

Show Change for Cash: Check will display the change returned on a cash transaction.

Print Itemized

Print Itemized controls the information displayed when a check is printed in itemized format.

Date/Time:Check will display the date and time of the purchase.

Order ID: Check will display the orders ID number.

Tender Type: Check will display the type of payment used.

Suggested Tip Amounts: Check will display the preset suggested tip amounts.

Legal Text:Check will include any preset legal text.

Printed Receipt Text:Check will include any other preset text.

Account Name: Check will display the name of the Account used to create sale.

Seat Information: Check will display the customers seat information.

Tab Name: Check will display the name of the tab, if the order was a tab order.

Custom Tip Line:Adds a line for a custom tip amount on the check.

Signature Line:Adds a line for the customers signature on the check.

Orders View

Orders View controls the functionality for viewing and editing all current and past orders stored on the device's local database.

Switch Users:The ability to access another user'sorders.

Refunded Orders:The ability to view refunded orders.

Individual Item Refund:The ability to refund individual items within an order.

Offline Order Editing:The ability to make edits to orders while the system is Offline.

Print Server Totals: The ability to print this terminal'stotals that have been uploaded to Connect.

Print Venue Totals:The ability to print totals for the entire Venue.

Sync all:The ability to force a sync of all Offline orders.

Print Vendor Totals: The ability to print totals for the vendor.

Go to Other Date:The ability to view orders from another date.

Refund Button:The ability to issue refunds from the orders page.

Reprint Receipts:The ability to reprint a specific receipt.

Print User Totals (Local):The ability to print the current users totals.

Show all Totals:The ability to show totals for all users.

Clear Database:The ability to clear the current order database.

Email Receipts:The ability to send receipt via email to customer.

Show gift print button:The ability to print a receipt with no prices that can be used to return items.

Finalize Day

The Finalize Day tab controls the display and the available options for the user when using Finalize Day on Activate.

Print Local Totals:Toggles the option to print local totals.

Local Totals:Toggles the display of local totals.

Logout Button:Toggles the display of the logout button.

Credit Sales:Toggles the option to view the credit sales breakdown.

Ticket Sales:Toggles the option to view the ticket sales breakdown.

Credit Fees:Toggles the option to view the credit fees breakdown.

Ticket Fees:Toggles the option to view the ticket fees breakdown.

Credit Minus Credit Tips:Toggles the option to view credit totals without tips.

Ticket Tips: Toggles the option to view tips received from ticket sales.

Credit Taxes:Toggles the option to view the credit taxes breakdown.

Ticket Taxes:Toggles the option to view the ticket taxes breakdown.

Total Sales:Toggles the option to view the total sales breakdown.

Total Tips:Toggles the option to view the total tips breakdown.

Items Sold List:Toggles the option to show a list of items sold by quantity.

Show Register Summary:Toggles the option to show the breakdown of all transactions at a specific register.

Show Wristband:Toggles the option to show wristband breakdown.

Show Wristband Tips:Toggles the option to show wristband tips breakdown.

Print Vendor Totals:Toggles the option to show Vendor totals.

Show Date Picker Button:Toggles the option to show the date picker in the All Options section.

Print Server Totals:Toggles the option to print the server totals.

Server Totals:Toggles the option to view the server totals.

Cash Sales:Toggles the option to view the cash sales breakdown.

House Sales:Toggles the option to view the house sales breakdown.

Cash Fees:Toggles the option to view the cash fees breakdown.

House Fees:Toggles the option to view the house fees breakdown.

Credit Tips:Toggles the option to view the credit tips breakdown.

Cash Tips:Toggles the option to view the cash tips breakdown.

Cash Taxes:Toggles the option to view the cash taxes breakdown.

House Taxes:Toggles the option to view the house taxes breakdown.

Total Cash Owed:Toggles the option to show the total cash to be returned.

Total Fees:Toggles the option to view the total fees breakdown.

Total Taxes:Toggles the option to view the total taxes breakdown.

Allow Cash Drawer Open:Toggles the option to open the cash drawer during Finalize Day.

House Tips:Toggles the option to show house tips.

Show Wristband Fees:Toggles the option to show the total wristband fees.

Show Wristband Taxes:Toggles the option to show the total wristband taxes.

Show Email Button:Toggles the option to show the email button.

Require Closed Checks: Requires all checks to be closed before completing Finalize Day.

Check Orders View

Check Orders View controls the options available when viewing check orders.

Print User Totals(Local):Toggles the ability to print the current users totals.

Show all Totals:Toggles the ability to show totals for all users.

Clear Database:Toggles the ability to clear the current order database.

Print Vendor Totals:Toggles the ability to show the totals for the Vendor.

Enable Check Syncing:Toggles the ability to access open checks on multiple terminals.

Print Server Totals:Toggles the ability to print server totals for a terminal.

Print Venue Totals: Toggles the ability to print totals for the entire Venue.

Sync all:Toggles the ability to force a sync of all offline orders.

Allow Single Check Access override: Toggles the ability to edit check that is being edited on another device without PIN entry.

KDS

The KDS tab controls the information displayed on the KDS and receipts.

Show Subtotal on Receipt:Shows the order subtotal on the receipt.

Show Grand Total on Receipt:Shows the order grand total on the receipt.

Show Tax on Receipt:Shows the order tax on the receipt.

Show Fees on Receipt:Shows the order fees on the receipt.

Show Check Number on Orders List:Shows the check number that can be used to track and retrieve order.

Require PIN for catalog page:The system will prompt for PIN entry before opening the Catalog page.

Require PIN for settings page:The system will prompt for PIN entry before opening the Settings page.

Show Manage Wait Time Button:The system will show the wait time button.

Vendor Order id overrides order id as barcode value:The system uses Order IDs over barcode values.

Show Tip on Receipt:Shows the tip amount on the receipt.

Show New Orders on Top:Shows the most recently placed orders on top.

Show Refunds on Receipt:Shows refunded items on the receipt.

Show Order ID on Orders List:Shows the order ID numbers when viewing the orders list.

Show Print Missing Pending orders: Allows the 'Print Missing Pending Orders' button to appear.

Require PIN for admin page:The system will prompt for PIN entry before opening the admin page.

Left menu hidden by default:This will cause the screen to automatically hide the side menu.

Show barcode with order id:This will show the barcode with the Order ID.

Payments

The 'Payments' tab determines whether cash payments will be stored for later (syncing of the iPad in Offline Mode) and allows the Cash Transactions to work online for scenarios with a KDS.

Cash Payments Obeying in Offline Mode: Cash payments can be accepted in Offline Mode.

Require Manager PIN for Custom Refund: Requires admin approval for refunds per item.

Manual check of CC last 4:Will require manual check of the credit card being used.

Override employee ID with wristband user in checkout: Wristbands can override a PIN.

Calculate Tip % Before Discount:Calculates the recommended tip before discounts are applied.

Enable Easy Splits:Enables easy splitting of the tab between multiple customers.

ShowCustom refunds:Enables the custom refunds.

Bytes swap for RFID token: A developer toggle that impacts the way RFID data is utilized.

Percentage/Amount Switch for Tip:Option to switch from percentage to specified amount for entering tip in Restaurant Mode.

User Server Locale to Parse Payments String: A developer togglethatmeasures parse payments string in Activate.

Calculate Tip % Using Subtotal:Allows the tip to automatically show using the subtotal.

Disable source verification for ApplePay: Disables verificationof user info for ApplePay.

Allow Manual CC Entry:Allows the employee to enter the credit card in manually.

Timeclock

The 'Timeclock' tab controls the settings of the view.

Enable Tipping on Clock Out: Allows the employee to add all tipson the clock out screen for Humanity.

Show Change Position Button:Whether the 'Change Position' button is displayed on the timeclock screen.

Allow Manager Override Clock In:Enables the manager PIN to override a clock in.

Require Manager PIN for Change Position:The manager PIN will have to be entered if someone needs to change position, like from a Bartender to a Cashier.

Cash Drawer

The 'Cash Drawer' tab allows the settings of the Cash Drawerview to be edited.

Cash Drawer Assignment:Turns Cash Drawer assignment On/Off.

Cash Drawer Unassignment Requires PIN: Unassigning a drawer requires the Admin PIN.

No Sale Assignment Required: 'No Sale' allows the cash drawer to open with no transaction, but it must be assigned to the employee first.

Cash Drawer Assignment Requires PIN:Assigning a drawer requires an Admin PIN.

Cash Drawer Assignment Reset Requires PIN:Resettinga drawer requires an Admin PIN.

Block UI when cash drawer is open on Thank You screen: Blocks the screen until the drawer is closed.

Kiosk

The 'Kiosk' tab allows the settings of thekiosk view to be edited.

Show prices on wizard: Allows the prices of the Wizard's options to be visible to users.

Itemized

The 'Itemized' tab dictates the receipts that are printed in an itemized fashion.

Print Seat Info:Allows seat number and information to be printed on a receipt.

Print Trailer:Allows a footer to be printed at the bottom of a receipt.

Tax Breakout Enabled:Allows a breakdown of the taxes on a receipt.

Print Large Check Number:Prints in a large font.

Always Show Change:Shows change from payment method.

Print Custom QR Code: Prints a custom venue QR code.

Print Discounts in Item List: Discounts are shown next to each item.

Print Separate Balance Chit: Prints out another receipt with the balance.

Print Account Name: Prints employee's name on the receipt.

Print Logo:Prints company's logo

Always Print Tax: Prints tax amount on receipt.

Print Check Number: Prints the check number

Print SKU/Barcode:Prints a SKU barcode.

Print Order Barcode:Prints an order barcode

Print Modifiers: Shows the modifiers of each item.

Print Fees in Items List:Shows fees per item.

Split Multi-Tender Prints: Shows split checks on the receipt.

CC Voucher

The 'CC Voucher' tab allows the settings of the CC Voucherview to be edited that appears on Android.

PrintSuggested Tips:Recommended tip amounts appears on the receipt.

Print MID: Shows the Merchant Payment Gateway on the receipt.

Print Trailer: Shows the footer on the receipt for a credit card summary.

Print Logo:Prints company's logo on the credit card receipt.

Masked Preamble of CC:Doesn't print the credit card preamble.

Print Account Name: Prints the Accountname on the order.

Here are some basictroubleshooting options for Android ELO devices:

Reboot the System

Power-cycle the terminal with the following steps:

Press the two buttons at the bottom right underside of the terminal screen simultaneously (or hold the power button down for 2-3 seconds).

Acontrol panel screen will appear asking for the password to thedevice(password is 1elo).

In the lower right corner of the screen there is a 'Reboot' option.

Press it and select 'reboot device.'

Note: To power down this device, unplug the terminalcompletely.

Check Network Connection

The internet connection may beunstable or even disconnected. Check the connection settings with these steps.

Press the two buttons at the bottom right underside of the terminal screen(or hold the power button down for 2-3 seconds).

A control panel screen will appear asking for the password to the device (password is 1elo).

After entering the password, the home screen will load. This will show if the device is connected to the network.

To connect to a wireless network, select 'Network' at the bottom of the screen and find the desired wireless connection.

Enter the wireless password and connect to the network (or SSID).

Note:Elo devices cannot operate on 5G wireless networks utilizing5.250 to 5.350 GHz OR 5.470 to 5.725 GHz.

Firmware Update

Update the terminal firmware with the following steps:

Press the two buttons at the bottom right underside of the terminal screen simultaneously (or hold the power button down for 2-3 seconds).

A control panel screen will appear asking for the password to the device (password is 1elo).

Select 'Settings' and then select 'Update Device.'

Note: Elo devices to do not update automatically.This will take a few minutes, so we don't recommend doing this during an event unless necessary.

Data Clear

Reset Activate to refresh the applicationwith the following steps:

Press the two buttons at thebottom right undersideof the terminal screen simultaneously (or hold the power button down for 2-3 seconds).

A control panel screen will appear asking for the password to the device(password is 1elo).

At the bottom of the screen, select 'Apps' thenSettings > Storage > Apps (app data & media content) > Activate > Clear Data.

Enterprise Reset

Reset the device to refresh the system with the following steps:

Press the two buttons at the bottom right underside of the terminal screen simultaneously (or hold the power button down for 2-3 seconds).

A control panel screen will appear asking for the password to the device(password is 1elo).

Select 'Settings' and then'Enterprise Reset.'

Note: This will take a few minutes, so we don't recommend doing this during an event unless necessary.

Factory Reset

Unplug power

Hold HOME (button on the right) key and reconnect power

Continue holding HOME key until unit starts Android System Recovery

Press HOME key to select 'wipe data/factory reset'

Press POWER key to select

Press HOME key until 'YES delete all user data' is selected

Press POWER key to select

After data wipe is complete, press HOME to 'reboot system now'

What is an Employee Role?

Employee Roles define settings for the accounts that Employees use within the Activate system.

Note: Permissions Sets must be created before creating an Employee Role.

How to create an Employee Role

Login to Connect and select 'Options' from the left side menu.

Click on 'Employee Roles' from the 'Options' drop down menu and then click on 'Add Employee Role' in the upper right corner.

Fill out the Employee Role settings and then finish by clicking 'Add Employee Role.'

contactless

General tab

The 'General' tab sets the basic Employee Role settings.

Role Name:Name the position or behavior the account will have once logged into Activate.

Permissions Sets:Select the Permissions Sets that should be assigned to the Employee Role.

Profile Type: POS mode is used most often, but there is also a Restaurant mode option.

Default Offline Mode:Determine what offline mode the terminal and associated accounts will operate on by default.

Offline Order Editing:By selecting 'Yes,' tips will be recorded on the printed receipt and added to the Order total later.

Offline Order Limit:The maximum order total that will allow an order to be processed offline. All orders greater than the entered amount will be forced to use Online mode and sync in real time.

Request Timeout: The time frame an order will attempt to sync before the devices switch to offline mode to process when the connection is more stable.

Itemized Auto Print: When a printer is enabled and an order is placed, the printer associated will automatically print out 1 receipt for POS and KDS terminals. For additional receipts, the print option can be selected for the order on the device.

Enable Auto Complete Option: Enables Auto Complete for orders.

Orders Auto Complete: If marked 'Yes,' Orders will automatically change to completed when the transaction processes. This ismainly used for Point of Sale scenarios. If marked 'No,' the Orders will need to be completed on the KDS app. This is commonly used in delivery/pickup Mobile App scenarios.

Orders Auto Complete Minute: If auto complete is selected, this is the length of time the Order will have until it is automatically marked as completed.

Submit Orders By:Select how an Order will be identified and distributed by the KDS.

Employee Name:Use the name of the Employee that is logged into the POS terminal.

Card Holder:Use the name associated to the credit card used for payment.

Device Name:Use the name assigned to the terminal when initially setup.

First Screen: The first screen that employee will see in Activate (All, Food, Drink, etc).

Printing Preset: Print receipts in Standard or Restaurant mode.

Shared Account: Enable if the Account will be used to allow multiple employees to login by their PIN.

Is Manager: Gives account Admin status.

Seat Required:Prompts user for seat before order is final. If receiving an error stating, 'no level was found, check internet connection', disable this setting.

Require Seat Confirmation: Require a seat to be confirmed when ordering.

Enable Barcode Scanner: Enable the use of the barcode scanner.

Special Instructions: When enabled, this option will allow users to send a note along with a specific item on the order.

Kiosk Mode: Enables the Kiosk feature to view the KDS order statuses in Activate.

Parking Pass Mode: Enables Parking Pass mode.

Bank Capabilities: Enables Bank Capabilities in User Cash Room.

Enable Split Checks: Allow checks to be split by item when using Check Sync. See Split Check Setup in Connect.

Refresh Timer: How often the terminal will check in with the server for updates (300 - 86400 seconds max)

Inactivity Timeout: The amount of time allowed before the screen goes to the screensaver.

Inactivity Warning Duration:Configure the amount of time in seconds the warning will display.

Logo Image:Upload the company or team's logo.

Automatically return to menu (seconds):Configure the time that will elapse before Interact returns to the Touch to Order screen.

Checkout tab

The 'Checkout' tab sets what the employee can see when on the checkout screen.

Digital Signature:The option to have the signature line on the screen.

Signature Amount: Minimum amount that requires the customerto sign.

View Split Out Transaction Totals: Enables the ability to view split totals.

Allow Adding Items While Accepting Payment: Enables adding items to the cart when checking out.

Promo Enabled: Enables the use of promos.

Require Manager Pin for Codes: Requires a manager PIN when using codes.

Process Transaction Before Signature: Enable the ability to process the transaction before the customersigns.

Voucher Auto print: Enables the voucher to auto print.

Require Pin to Remove Stored Card from A Tab: Requires a manager pin to remove the stored credit card from checks.

Require Both Swiped Card Tracks: An extra level of security when swiping cards for transactions.

Fee/Tip/Tax tab

The 'Fee/Tip/Tax' tab customizes what can be added to the order total.

Convenience Fee: Enables a Convenience Fee.

Fee Type: Determines if the fee will be a flat rate or a percentage of the order.

Fee Amount: Enter the fee amount or percentage.

Fee Name:The label that will be used to identify the fee on receipts.

Fee Rounding: Enables the Fee Rounding feature.

Tip Enabled: Select 'At Charge' to enable tips.

Tip at Charge:Choose 'Tip before signature' or 'Tip at signature.'

Tip Percentage: Determines if the tip will be by percentage of the order or a flat rate.

Tip Limit Percentage: Enables the limit of a tip by its percentage of the order.

Custom Tip 1, 2, 3, 4 Amount: Enables the ability to have four different custom tips.

Default Custom Tip: Enables a default tip based on entered Custom Tips.

Require Pending Tip Confirmation:Confirms the tip amount.

Allow Tax Exempt: Enables tax exempt.

Payments tab

The 'Payments' tab determines what tender types the employee can accept.

Cash: Enables cash as a payment method.

Cash Drawer: Enables use of the cash drawer.

Currency Conversion: Enables currency conversion feature.

Credit: Enables credit cards as a tender.

Enable Credit Chip: Enables credit chip payment.

Block Gift Credit Cards: Block users from using gift cards (Ex. a Visa gift card).

Tab: Enable or disable the ability to open checks/tabs.

Split Tender:Enable or disable Split payments.

Loaded Ticket/Gift Card: Enables loaded tickets that act as gift cards.

Custom Givex Button Title: The name of your custom payment method.

Contactless: Enables payments.

Quick Checkout: Enables quick checkout feature.

RFID: Enable radio frequency ID payments from mobile devices such as wristbands.

Submit with No Payment: Allow orders to be completed without payment.

House: Orders can be charged to an Account and invoiced later to patrons that typically have an agreement with the Vendor or Venue.

Choose House Account: Select the account you want to use.

Use Code: Enables or disables Promo Codes.

Beacon: Bluetooth payments received from client app users.

Stored Value: Enable stored value payment.

Braintree PayPal: Enables Braintree PayPal

Skidata Direct Payment:Specialized payment for the venue.

Direct Payment Button Title: Customize the name of the Skidata Direct payment to select during checkout.

Skidata Loaded Value: Specialized payment for the venue.

Loaded Value Button Title:Customize the name of the Loaded Value payment to select during checkout.

Streamline Loaded Value:Specialized payment for the venue.

Streamline Loaded Value Button Title:Customize the name of the Streamline Loaded Value payment to select during checkout.

Check Number tab

The 'Check Number' customizes what is seen on the receipt when using a KDS.

Check Number: Enables adding a check number on orders and receipts.

Check Prefix: An optional letter prefix for check numbers.

Check Number Min Value: Smallest check number desired.

Check Number Max Value: Largest check number desired.

Check Number Auto Reset: Allows the number sequence to start over once the max is reached.

Check Number Additional Text: Add a note for the customer.

Require Name on Order:Ability to type in a name to go with the check number.

Splash Screen tab

The 'Splash Screen' tab customizes the visuals on the Activate login screen.

Background Color: The color of the background in Activate.

Slides: The images that will appear on the Activate log in. You can personalize them with your company logo if desired.

These are the steps to troubleshoot the"lane closed" error on anIPP 350 device.

Reboot the device by holding the Yellow and # buttons at the same time.

Once it gets to the page full of tiny text, enter in 2634 - green button - F button (image below)

Select 3 - TDA

Select 0 - config

Select 0 - communication

Select 0 - select comm type

Select 3 - USB

Then hit the green to save

Select Red 3 times to go back

Finally, choose 1 - yes to save and reboot

Admin Tab

The Admin tabin the KDS app gives you a brief overview of the event's sales in real time. For more detailed reports, please refer to the Reports feature in Connect.

Stats tab

View the current stats, includingTotal Orders, Total Items Sold, Total Sales, Total Tips, Fees Collected, and Average Order Size for the desired date range. To expand a category, simply tap on it.

Refunded orders tab

A list of orders that have been refunded. Click on the order to see more details.

Refunded items tab

A list of items that have been refunded.

Print all totals tab

This will print all totals for that specific date (otherwise known as the Finalize Day Report, see below). There is the option to print all totals uncategorized or categorized.

Calendar icon

Choose a specific date to pull up the data for that day.

Finalize Day Reports

The Finalized Day Report allows you to see the total for a specific day and gives you the option to print it categorized or uncategorized.

How to print out a Finalized Day Report

Login to the KDS app and click on 'Admin' from the left side menu.

Select the date you would like to view by clicking on thecalendar icon in the upper right corner.

Once the date has been selected, click on 'Print All Totals' and then selecteither 'Print Uncategorized' or 'Print Categorized.'

TheKDS left side menu can be accessed by logging into the KDS application and tapping the Appetize logo/KDS name in the upper left corner.

Pending tab

The KDS Pending tab showsall the pending orders. If you click on a specific pending order, you can either set the order to 'In Process' or 'Completed.' If you click 'In Process,' it will let the system know that the order is being made. If you click 'Completed,' it will push the order from the 'Pending' page to the 'Completed' page.

Dashboard of Connect

Completed tab

The KDS Completed tab showsall the orders that have been marked as 'Complete' or autocompleted. If you click on the order, you can issue a refund for an item or the entire order and print the order.

Catalog tab

The KDS Catalog, found in the middle of the left side menu, allows you to view and modify items.

Magnifying Glass:Allows you to search for a specific item.

Infinity 'All': Changes the view based upon category (Ex: Food, Drink, Alcohol, Merch).

List/Square: Changes the item format from List to Grid view.

+ (Plus Sign): Allows you to add a new item. For more details on this, click here.

Admin tab

The KDS Admin screen provides abrief overview of the event's sales and usually requiresan Admin PIN to access. This is only meant to give a snapshot of how things are progressing throughout an event. For a more detailed report during an event, please refer to the.

Total Orders:The total number of orders.

Total Items Sold:The total number of items sold.

Total Sales:The total sales.

Total Tips:The total tips.

Fees Collected:The total of fees.

Average Order Size:The average order size.

Stats:The current statistics.

Refunded Orders:A list of all the refunded orders.

Refunded Items:A list of all the refunded items.

Print All Totals:Print all totals uncategorized or categorized.

Today:Select a specific day to view the totals.

Settings tab

The KDS Settings tab can be found at the bottom of the left side menu within KDS. This section may also require an Admin PIN.

Printers:Shows theconnected Bluetooth printers.

Selected Printer:Shows the currently selected printer.

Show/Hide Printing Info View:When show is enabled, the screen will display the progress of the printing orders.

New Orders at Top/Bottom:Determines if the new orders will appear at the top or at the bottom.

Large/Standard Printing Font:This will print the order out in a larger font via the printer.

Print receipt once/twice:This will print two receipts whenever an order autoprints.

Autoprint new orders/Don't Autoprint:When 'Autoprint New Orders' is selected, all incoming orders will print. When 'Don't Autoprint' is selected, orders will only print when manually selected to do so.

Network Printer Retry Attempts:Drag the button closer to 'Few' or 'Many' depending upon how many times you would like the printer to try to connect to the network.

Close Sales:Closes all sales and all menu items will disappear from the user's Activate. When sales are closed, this button will read 'Open Sales' so that you are able to reopen.

How to Search foran Order on a KDS

Login to the KDS app and click on 'Completed' from the left side menu.

Click on the 'calendar' tab on the upper right corner and select the date or date range on which the order was placed.

The calendar will default to the current date.To select a date range, tap on last date in the desired range, and then drag the green highlight until it covers the first date in the desired range.

Once the desired date range is highlighted,tap anywhere on the screen to apply it.

When all the orders appear for that date or date range, you can then search through themby clicking on the magnifying glassat the topand typing in either the Order ID or the patron's name.

How to refund on the KDS app

Login to the KDS app using the associated Subvendor Account and click on 'Completed' or 'Pending' from the left side menu.

Select the item(s) or orders to refund by clicking on the white ticket.

Once the white ticket is selected, the order details will expand.

Option 1: Torefund an Item or an entire order, click on 'Issue Refund' at the bottom of the expanded ticket and then select 'Entire Order' or 'Individual Item.'

Option 2: To refund each item one at a time, place a finger on the item name and swipe left for a refund button to appear.The refunded item will be highlighted in red.

Note: A refund can be processed when the ticket's status is in 'Pending' (yellow), 'In Process' (blue), or 'Completed' (green).

Option 1:

Option 2:

Once the KDS has been set up in Connect, the Vendor is ready to begin utilizing the KDS to process orders.

Note:Be sure that you select the app 'KDS' and NOT the 'Activate' app. You can figure out which app you are on by looking at thecolor of the button on the login screen. The KDS login button is ORANGE, while the Activate login button is GREEN. See the KDS app below:

here

The Ordering Process

Once the KDS has been set up on Connect and an order has been placed on Activate, the order or specific items will be pushed to the KDS to be made.

All new orders appear in the KDS with a yellow 'Pending' status. If you wish to view an order's full details,select it by pressing anywhere on the white part of the order card.

Next, a ticket will auto print.

If 'Autoprint New Orders' under the 'Settings' tabis turned off, you may print a ticket by tapping the 'printer' logo in the top right corner of the screen. This will contain the same information displayed on Connect Online.

Once the receipt has printed, change the status of the order from 'Pending' to 'In Process' by tapping the yellow 'Pending' on the order card and selecting 'In Process.'

You are now ready to fulfill the order and deliver it to the customer or,depending on the logistics involved with your order process,the customerswill pick up theorder themselves.

Once the customer has received their order, change the status of the order from 'In Process' to 'Completed.' Doing so will bump the order off of the 'Pending' page and into the 'Completed' page below.

Completed Orders

Once an order is marked as complete, it will automatically move from the 'Pending' screento the 'Completed' screen. This is where you can review orders as well as refund whole or partial orders.

Note: A manager's PIN will be needed to refund an order. For more information on how to refund an order in a KDS, please go .

The KDS catalog is thetool for item management while using the KDS app. It allows you to add items, change the settings of existing items, and update the availability status.

How to add an item on the KDS app

Login into the KDS app and click on 'Catalog' on the left side menu.

Click on the plus (+) sign in the upper right corner.

A new screen will appear where you mayinput the Item Image/Icon, Name, Type (Food, Drink, Alcohol or Merchandise), Price, Description, and SKU. Simply tap on the desired field to edit it.

Once this is complete, tap the save 'checkmark'at the top right of the screen,and the item will now appear in Activate.

Item Options

Enabled/Disabled: When enabled the item will be active for sales. When disabled, it will not be accessible on the mobile app and Activate POS.

Show/Hide Description: Enables whether the description of the item will be shown.

Don't Override/Override Mod. Price: Enabling 'Override Mod. Price' will causethe price of the item modifier to affect the final price, i.e. an XL Shirt will cost more than a Medium Shirt.

Track/Don't Track Inventory: Enables or disables the tracking of the item inventory.

Available/Sold Out: The item will still be shown on the mobile app and Activate POS, but it will not allow the customer or cashier to select the item.

Existing Items

You can also view existing items in the same manner by tapping on the item from the catalog screen.

To create a Kitchen Display System (KDS), follow these steps:

Create a Vendor Role

Create a Vendor (and Subvendor, if desired)

Create Permissions Sets for a KDS Account

Create an Employee Role for a KDS Account

Create a KDS subvendor Account

Perform a test login to ensure it is set up correctly by logging into Activate, placing an order, and then logging into the KDS app to see if the order appears.

If the order does not appear on the KDS, check the settings to ensure that the KDS was set up properly.

How to create a KDS Vendor

Once the Vendor Role has been created, the KDS Vendor (or Subvendor) can be created.

Login to Connect and click on 'Vendors' on the left side menu.

Click on 'AddVendor' in the upper right corner.

Enter in the name of the KDS Vendor and select the appropriate Vendor Role.

On the 'Vendor Settings' tab, set 'Auto Complete' to 'YES.'

Below that, specify the number of minutes until it completes by selecting a number for 'Auto Complete Minute.' Commonly used timeframes are 20 or 30 minutes. This will cause the order to submit as Pending on the KDS until either marked 'Complete,' or the specified timeframe expires.

Click 'Save Changes' at the bottom to create the KDS Vendor.

How to create a Subvendor

If there is a Vendor that has both food and drink and the food needs to be prepared in the kitchen and the drinks at the bar, there will need to be a Subvendor for each location to separate the items.

Note:Once a Subvendor has been made, a Subvendor Account will need to be created to access it. This process is similar to creating a Vendor KDS account, however, for the 'Type,' be sure to select 'Subvendor.'

Login to Connect and click on 'Vendors' from the left side menu.

Find the KDS Vendor and then click 'Add Sub' next to it.

On the 'Subvendor Settings' tab, set 'Auto Complete' to 'YES.'

Below that, specify the number of minutes until it completes by selecting a number for 'Auto Complete Minute.' Commonly used timeframes are 20 or 30 minutes. This will cause the order to submit as Pending on the KDS until either marked 'Complete,' or the specified timeframe expires.

Once all the information has been filled in, click on 'Save Changes' at the bottom.

How to create KDS Permissions Sets

A KDS specific Permissions Set will need to be created for the vendor and subvendor accounts.

Login to Connect and click on 'Options' on the left side menu.

Click on 'Permissions Sets' from the 'Options' drop down and click 'Add Set' in the upper right corner.

Add the name of the Permissions Sets and then edit the KDS tab.

Click 'Save' and the KDS Permissions Sets will be created.

Note:To edit additional KDS options within the Permissions Sets, click on the 'KDS' tab once it has been created.

Autocomplete and Cell Timer Warning Notes:

If 'Auto Complete' is set to 'Yes' and 'Auto Complete Minutes' to '00,' the order will not go to the KDS Pending tab and will auto complete once the order has been placed. If the order needs to go to the KDS for a certain amount of time beforeautocompleting, click 'Yes' on 'Autocomplete' and set the 'Auto Complete Minute' appropriately. If orders need to be manually completed, set'Auto Complete' to 'No.'

Once an order has been placed, it will appear and print on the KDS and the paired printer. After the set time, the cell timer will let the employee know that order needs to be completed by blinking the time counter yellow and then red.

How to create a KDS Account

Once the Permissions Set and Employee Role for the KDS have been created, the KDS Account can be created.

Login to Connect and select 'Accounts' from the left side menu.

Click 'Add Account' in the top right corner.

Fill out the Type, Login ID, and Password. Be sure to select 'Vendor' or 'Subvendor' as the Type, which will open up more options.

Enter in the Admin PIN and select the Permissions Set.

Click on the 'Choose Vendor' tab and use the toggles to 'Assign' or 'Unassign' Vendors.

Hit 'Save Changes' and the account will be active.

TheKitchen Display System (KDS) allows for a Vendor to process ordersfrom a terminal and send select items to a kitchen server to be made. This is commonly used in Venues with bars and restaurants.

Before using the KDS application, the various aspects of the system must be setup in Connect.

KDS Application

The KDS application can be installed from the App Catalog after the device is enrolled using AirWatch.

When logging into the KDS, please be sure to select the 'KDS' app and notthe 'Activate' app.

To determine which app is open, check the login button. The KDS login button is ORANGE, while the Activate login button is GREEN.

If the password for the KDS account is unknown or the username needs to be changed, login to Connect and change the password or username in ' Accounts.'

Logging into the KDS

Click on the 'KDS' app from the iPad home screen.

Enter in the username and password for the KDS account associated to that location.

Press 'Login' and the pending orders screen will load by default.

Note:If the KDS was recently logged into, the login information may be cached. If this is true, a green button will appear in the upper left corner of the login screen that can be used to login with the remembered credentials.

Logging out of the KDS

Click on the 'Settings' button located at the bottom of the left side menu.

Select 'Logout' from the bottom of the screen.

A confirmation message will say 'Are you sure?'Select 'OK' to continue logging out.

For information on how to pair your printer in the iOS settings, click here.

Connecting the Bluetooth Printer in KDS

Click on the 'KDS' app from the iPad home screen.

Enter in the username and password for the KDS account associated to that location.

Press 'Login' and the pending orders screen will load by default.

Open the 'Settings' menu in the bottom right corner.

Choose the 'Printers' option and wait for the printer to appear. Typically this will be "Star Micronics" unless the printer name has been changed manually.

Select the printer so a blue check mark appears next to the name.

The printer is now paired and orders will begin to print.

General info

Print Groups are specific Vendor/Subvendor selections that enable to quickly define what item type is the Vendor/Subvendor selling

For instance, there are 3Subvendors assigned to one Vendor:

Subvendor1: sells vegetarian dishes only (Print Group = veggies)

Subvendor2: sells burgers only (Print Group = burgers)

Subvendor3: sells salads only (Print Group = salads)

At the moment when some items are ordered, i.e. "salad", Subvendor3 that prepares salads for customers to gets printed information (via KDS) about the order instantly

Configuration of Print Groups and their assignment is much simpler than assigning Subvendors for items individually

Create Print Group

Open Connect Options Print Groups

Hit the blue "Create" button

Fill in the group name and choose Vendor

When your Group is created for the Vendor, click once again on the newly created Group

You should see the view, where Subvendors can be added

Hit the "Add Subvendor" button to add a new Subvendor

A list with available Subvendors shows up

Click "Assign" next to the Subvendor you want to add to your Print Group

As a result, you should see Subvendor assigned to the Print Group

Assigning Print Groups to Items

Assign Print Group to Items

When your Print Group(s) are ready to navigate to Connect Items

On Items page select an item right click it

Open "Assigned Vendors" tab

Select your Vendor that isActive

Select Print Group from the dropdown (only Vendors that have Print Groups assigned would show such possibility)

Assign Print Group to Menu Items via Vendor page

Print Group is created

Navigate to Vendor select and right click one Vendor

Open "Menu Items" tab

Assign Print Group from the dropdown to each item

As a result, the Group will be automatically assigned to each item on the Items page

Print Groups Import & Export

Apart from assigning Print Groups to itemsmanually, it is possible to import Print Group assignment to items.

Open Connect Items page

Click on the "hamburger" settings icon to access Import / Export Print Group assignment

To access the file, first click "Export print group assignment"

Open your downloads folder to find the file (Items Print Group Assignment.xlsx)

Once you open it, it is possible to edit the file (and to assign/unassign some Print Groups)

When you make your changes in the file and save it, you can import the file via "Import Print Group Assignment" button

As a result, your items and their Print Groups assignment should be updated

Additional Tab for Vendors - "Print Groups"

There's one additional Tab added to Vendors view

Navigate to Connect Vendors

Select and open one Vendor

You should see there the last tab called "Print Groups"

After clicking, you should seeallPrint Groups that are assigned and active for that Vendor

After clicking on a Print Group name, you will be redirected to Options Print Groups detailed view