SALIDO FAQs

Editing a Floor Plan is a two-step process. First, table numbers are defined in Revenue Centers via the SALIDO Bridge. Next, tables and objects are placed and arranged on the Floor Plan using a SALIDO POS Terminal.

To Add, Remove, or Rename tables from a Revenue Center:

Login to the SALIDO Bridge and select the Setup/Settings drop-down from the left-hand menu

Select Revenue Centers from the drop-down

Select the Revenue Center to edit

Scroll down to Tables

To add a table, click the Add Table button at the bottom of the box

NOTE: Table Names have a three (3) character limit

To remove a table, click the Options button at the far right of that tables row and select Remove from the dropdown

To rename a table, click within the field and enter changes

NOTE: Table Names have a three (3) character limit

Select the blue Save button from the bottom right of the page

To Edit the Floor Plan on the SALIDO POS (available based upon permission):

Enter an Employee PIN on the SALIDO Home Screen

Select the Floor Plan view

Toggle to the desired Revenue Center

Select Edit Floor Plan from the bottom right

Select a Table from Floor Editor column on the right-hand side

Tap on the Floor Plan grid to place the table

Add Obstacles by tapping directly on the grid

Select tables to move, resize, or convert from Square to Round

Save Plan or Discard Changes as desired

NOTE: Once a Floor Plan is Saved, the previous configuration is overwritten, and cannot be reverted. When unsure of changes, we recommend taking a screenshot of the existing Floor Plan for later reference.

Revenue Centers represent either a physical area of the Restaurant (e.g. Dining Room, Bar, PDR) or a discrete revenue stream (e.g. Online Ordering). They are created and managed on the SALIDO Bridge.

The following details are either defined inor assigned toeach Revenue Center:

Default Party Size

Price Rule

Prep Profiles

Text for a Guest Receipt Footer

Taxes

Table Numbers

To create a Revenue Center:

Login to the SALIDO Bridge and select Settings/Setup from the left-hand navigation

Select Revenue Centers from the drop-down

Select the blue Create New button from the top right of the page

Name the Revenue Center

Define a default Party Size

Select a Price Rule from the dropdown

Select a Prep Profilefrom the dropdown

Prep Profiles control printer routing and are assigned by Revenue Center

Add any text to be included in the Receipt Footer of Guest Receipts for this Revenue Center

Define the appropriate percentage for the appropriate Tax Rule and toggle on or off whether tax should be included in the Menu Item price for this Revenue Center

Add Tables to the Revenue Center

(See Edit a Floor Plan )

Select the blue Save button from the bottom right of the page

# | A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z

#

86

Industry vernacular for items that are no longer available or out of stock. 86s can be applied in the POS via the Menu Manager, and appear on Menu Item Buttons.

12W Apple Adapter

Apple manufactured power adapter. Plugs into a power outlet via foldable prongs, and has a female USB port for connecting charging cables. Provides a higher level of power than the standard iPhone charger. Recommended for all iPads running SALIDO. Fast and consistent charge.

A

API

API stands for Application Programming Interface. An API is a software intermediary that allows two applications to talk to each other. In other words, an API is the messenger that delivers your request to the provider that you're requesting it from and then delivers the response back to you.

Archived

A way to keep inactive, obsolete, or redundant items and information in the database for future reference while removing them from active use. Archived items will not be viewable on the POS, and exist separately from Active items in the Bridge.

Authorization

(Credit Card Payment)

A state of a credit card transaction in which a request for funds has been sent to a financial institution and returned with approval. Typically appears on a guest's account as a Pending charge until the end of the Business Day when the transaction becomes Settled and cleared by their bank.

Authorization

(SALIDO)

Required to perform certain actions within SALIDO. Permissions are defined in Roles. An employee without the appropriate permissions can initiate some actions (applying a Discount, for example) but will require Authorization via a SALIDO 6-digit PIN or Employee Card belonging to an Employee with the appropriate level of access.

B

Bluetooth

Bluetooth is a wireless technology standard for exchanging data over short distances using short-wavelength UHF radio waves. SALIDO uses Bluetooth to pair the MagTek eDyanmo credit card reader with a specific Terminal. Operators not utilizing the eDynamo should turn Bluetooth OFF in iPad settings, as it is an unnecessary drain on the iPad's power supply.

Brand

The second tier of the SALIDO Organization Structure, typically associated with the name of a restaurant or store. Brands can encompass multiple locations with the same concept. For example, under Organization: XYZ Organization LLC > Brand: Tommy's Shack > Location: Tommy's Shack - New York, "Tommy's Shack" is the Brand. Menu Items are defined at a Brand level, and are shared across all locations in the same Brand.

Business Day

A set 24-hour period of time for all transactions to be associated with a specific calendar day. The end of the Business day is the same time your credit cards batch, typically end early in the morning (e.g. 2:00 AM or 4:00 AM) to ensure all sales are appropriately allocated.

C

Card Reader Status Indicator

A message displayed in the TerminalNotification Center when a MagTek card reader is not connected to a Terminal

Check Action Drawer

A collapsible drawer located in the bottom left corner ofOrder Screen. Contains actions which apply to the entire check (i.e. Check Level Actions).

Check Info Bar

Header listed in theCheck ScreenandOrder Screencontaining check details: guest/label, covers, table, check number, time open, order type, and owner

Check Level Actions

Actions when applied affect an entire check. These include Discounts, Voids, Printing Guest Receipts, Save/Send, Add Gratuity, Transfer, Split, Merge, and Payments. Icons for these actions live in the Check Action Drawer in the bottom left corner of the Order Screen.

Check Override

The action of forcing a check away from a Terminal on which it is currently open. This action is intended as a last resort to recover data from a terminal that has been disabled and can result in the loss of check data when misused. If an override is completed, the check will never again be accessible on the Terminal from which it was forced

Check Recovery

A tool to recover check data from a terminal that has been disabled, whether permanently or temporarily. Also referred to as Overriding a check or Forcing a check, this action is intended as a last resort action and can result in the loss of check data when misused.

Checks Screen

One of two modes of viewing checks on the POS (the other being the Floor Plan View). Checks appear in a list format, sortable by Revenue Center, Employee, Order Type, and Status (Open/Closed). Checks are also searchable by Check Number and Check Label. Checks can be started from this screen using the plus sign icon in the bottom right-hand corner, or by swiping/dipping a credit card.

Custom Payment

A category of Payment Type comprised of operator-defined Payment Methods that are not associated with a specific tender (Cash, Credit Card, or Gift Card).

D

Day Part

A discrete, designated, segment of the Business Day, typically corresponding to a meal period (Breakfast, Lunch, Dinner, Brunch, Happy Hour, Late Night, etc.). Day Parts are also a significant reference point in reporting.

Default Menu

When multiple menus exist for a location, the Default Menu is the menu designated to appear automatically (by default) on a given Terminal. This is terminal-specific and is configured on the Bridge under Devices > Terminals.

Discounts

An action utilized to remove a fixed percentage of cost or fixed dollar amount from items and/or checks for operator-defined reason. Also referred to as Comps, these reasons often include Buybacks, Industry Discounts, Friends & Family, Service Error, etc. Discounts can be defined as either Check Level Actions, Item Level Actions, or Both.

E

Employee Card

A magnetic stripe card that allows access to the SALIDO POS. A six (6) character alphanumeric code on the back of the card correlates the magnetic strip information with a specific Employee via their Employee Profile.

Employee PIN

Abbreviation for Personal Identification Number. Each Employee is assigned a unique (6-digit) PIN in their Employee Profile.

Enclosure

The metal bracket that holds and protects the iPad loaded with the SALIDO app. Comprised of a faceplate and a backplate, held together with four (4) Phillips head screws.

Epson T88V or VI

A model of Epson thermal printer. The T88V has a sloped surface, a rounded back, and is dark grey in color.

Epson TM-m30

A model of Epson thermal printer. The TM-m30 has a square shape, removable bottom and back panels, and is black in color.

Epson TM-U220B

A model of Epson impact printer. The TM-u220B is squat, with a rounded top. Heavy-duty and designed to be heat resistant for kitchen use, it requires a printer ribbon and is capable of printing in black and red.

Ethernet Cable

A specific type of networking cable used to connect one network device to another network devices. Also known as a CAT-6 Cable or a Patch Cable.

F

Feed Button

A button on all Epson printers used to manually push paper through the printer without activating the print heads.

Floor Plan Screen

One of two modes of viewing checks on the POS (the other being the Checks Screen View). Users will see the operator defined Floor Plan and be able to view and access checks associated with tables as well as tables available to be associated with a new check (open tables). Unoccupied tables appear in grey, tables with checks belonging to the Employee using the Terminal appear in green, and tables with checks belonging to other Employees appear in purple. Checks in a state of transfer appear outlined in orange. Multiple Floor Plans are viewable by toggling between Revenue Centers. The Floor Plan View offers overlays for Time Open, Party Size, Last Ordered, and Server (Check Owner).

G

Good Faith Payment

A credit card payment processed in Offline Mode. SALIDO collects the payment details of the transaction, but cannot verify the information against a financial institution to receive an Authorization until Internet Connectivity is restored.

Gratuity

An additional percentage or dollar amount added to a check before payment is collected. Gratuities are differentiated from Tips in Reporting. A Gratuity is associated with a check (as it is added before the payment is collected), while a Tip is associated with a Payment (as it can only be added to an existing payment).

H

Hardwired Printer

A printer that is physically connected to the Local Area Network (LAN) via an ethernet cable.

I

Internet Connection

The active internet service coming into the building from an Internet Service Provider (ISP). SALIDO Terminals communicate with the cloud and with each other via the Internet. There is an important distinction between the Internet Connection and the Local Area Network (LAN), which refers to the internal network. It is possible to be connected to the LAN without an Internet Connection, but not vice versa.

iPad Home Button

A round button located on the face of an iPad, outside of the touchable screen area, and above the Lightning Port. Clicking the Home Button once (x1) takes a user back to the iPad Home Screen. Clicking the Home Button twice (x2) pops all open apps into a grid which allows them to be manually closed. Clicking the Home Button three-time (x3) allows the user to Enable or Disable Guided Access.

iPad Home Screen

The default, or main menu of an iPad. Populated with various app icons, and a Dock at the bottom of the screen. Apps can be opened, moved, and deleted from the Home Screen.

iPad Lightning Cable

A proprietary, high-speed Apple connection used to physically connect an iPad to a power source or computer. Lightning cables have a male Lightning connection.

iPad Lightning Port

A proprietary, high-speed Apple port connection used to physically connect an iPad to a power source or computer. iPads have a female Lightning connection.

iPad Power Button

A bar-shaped buttonlocated on the short edge of the iPad, opposite the Lightning Port. The Power Button controls On/Off and Sleep/Wake functions for the iPad.

J

K

KDS

Shorthand for Kitchen Display System. A digital display for Prep Tickets. Prep Tickets appear as Tiles on a SALIDO iPad rather than printed tickets. "KDS" is often to used to refer to a dedicated iPad running the SALIDO KDS app, much in the same way Terminal is used to refer to a dedicated iPad running the SALIDO Point of Sale app.

KDS App

A dedicated SALIDO iOS app that runs on an iPad and receives orders from the POS to display as digital Tiles as opposed to printed Prep Tickets. The SALIDO KDS app is discrete from the SALIDO Point of Sale app.

L

Legacy Reports

A historic and very basic version of reporting available in theBridge.

Location

The third tier of the SALIDO Organization Structure, typically associated with a single physical location or address of a restaurant or store. (For example, under Organization: XYZ Hospitality LLC > Brand: Tommy's Shack > Location: Tommy's Shack - New York, "Tommy's Shack - New York" is a specific store under the "Tommy's Shack" Brand)

Locked Check

A check that is no longer accessible from a specific Terminal. A check will become locked (or inaccessible) from a specific terminal if it is Overridden or Forced off of that terminal for purposes of Check Recovery. Once overridden, a locked check will never again be accessible on the terminal from which it was Forced for the remainder of its life cycle.

M

MagTek Card Reader

An encrypted device manufactured by MagTek to read credit card information via magnetic stripe or EMV, and pass that information to the SALIDO POS app for processing. SALIDO leverages two (2) models: the iDynamo, which supports swipe and signature only, and the eDynamo which supports both swipe and signature and chip and signature (EMV).

Main Menu Footer

A row of information across the bottom of theSALIDO Main Menu. Includes the name and position of the Employee currently using the Terminal, the name of the Terminal, a link to SALIDO Support information, as well as Action Buttons to Pop the Drawer, Run a Shift Report (when available), Take a Break, and Clock Out.

Menu Item

A single item in the SALIDO Database. Menu Items are created on the Bridge and are associated with a Brand within the SALIDO Organization Structure. Prep Station, Menu Item Category, Price, Tax Rule, Variations, and Modifier Groups are all assigned at the Item level.

Menu Item Categories

Operator defined groups of similar Menu Items. Modifier Groups can be assigned at the Category level. For reporting purposes, Menu Item Categories fall under operator-defined Revenue Categories.

Menu Item Count

(Low Count / Count)

A basic method of inventory management. When a limited quantity of a menu item is available to be sold, a Menu Item Count is applied to inform members of the team and prevent over-selling. Counts are applied to Menu Items and/or individual variations on the POS via the Menu Manager, accessible via the SALIDO Home Screen. Menu Item Counts do not automatically reset at the end of the business day.

Menu Manager

A module in the SALIDO POS to manage Low Counts and 86s of pinned Menu Items. The Menu Manager is located on the SALIDO Home Screen.

Menu Selector

Allows for toggling between different Menus. Located in the bottom right-hand corner of the Check View or Order Screen.

Micro USB

A miniaturized version of the Universal Serial Bus (USB) interface developed for connecting compact and mobile devices such as smartphones, MP3 players, GPS devices, photo printers, and digital cameras.

Modifier

An object in the database utilized to alter existing Menu Items. Modifiers are typically used to add or remove individual ingredients from a Menu Item, or communication cooking or preparation instructions. Modifiers are (optionally) associated with a price, and are assigned to Modifier Groups.

Modifier Group

A collection ofsimilar Modifiers. Modifier Groups are applied to either Menu Item Categories or individual Menu Items. Default Modifier prices can be overridden within the context of a Modifier Group without altering the Modifier itself. Groups can be configured to limit the number of selections, require a selection, allow multiple selections, or allow no selections. Modifier Groups can be toggled to Prompt every time an item to which they are assigned is ordered, or exist in the background to be accessed selectively.

N

Network (LAN)

A Local Area Network (LAN) is a group of devices that share a common communications line or wireless link to a server. All SALIDO devices are configured to operate on a single LAN. It is important to note the LAN can be operational even if the Internet Connection is down.

Network Status Indicator

A warning message that will appear in the top right-hand corner of the terminal screen should there be an issue with either the Network or Internet connection. Possible messages include: "Terminal X is Syncing", "Terminal X is OFFLINE", and "Terminal X is having syncing issues."

Notification Center

Displays any alerts for the POS in the top right-hand corner of the screen. System-wide notifications (network status, card reader not detected) will appear on the SALIDO Home Screen. Employee specific notifications (Transfer Notifications, Prep Status Error Notifications) will appear once an Employee has logged in.

O

Obstacle

A non-table object added to the Floor Plan to mirror physical obstructions or features of the restaurant.

Offline Mode

In the event of loss of Internet connectivity, the SALIDO system will operate in Offline Mode with limited functionality. Terminals will operate as "islands and be unable to sync check data witheach other, or with the Bridge. As long as the LAN remains unaffected, printing will continue without interruption. Payments that are received in Offline Mode will be taken in Good Faith.

OLO

Shorthand for Online Ordering. Can be used to refer to the online ordering process as a whole, as well as the dedicated SALIDO device running a specialized version of the KDS app to accept orders from Third Party OOPs (Online Ordering Provider). The Online Ordering Terminal sends orders received from OOPs to the appropriate KDS and/or Prep Station.

OOP

(Online Ordering Partner)

A third party service which collects orders directly from guests and passes them to the SALIDO API, which in turn routes orders to the appropriate OLO Terminal in a restaurant.

Order Screen

The screen on the POS when "in" a check, whether new or existing. Comprised of the Check Info Bar, the Ordered Item List, the Check Action Drawer, and the Menu, the Order Screen is where items are added to a check, and where all Check Actions take place.

Ordered Item

AMenu Itemthat has been added to a check and sent. Ordered items are indicated by the presence of the Prep Status Bar to the left of the item in theOrdered Item List.

Ordered Item List

A list of Menu Items belonging to a check, located on the left side of theOrder Screen. Items in the Ordered Item list reflect all items associated with a given check, and details include Price and Quantity, as well as any Discounts, Modifiers, and/or Notes applied to those items.

Organization

The highest tier in the SALIDO Organizational Structure, often associated with a hospitality group or LLC encompassing multiple concepts (Brands). Sometimes referred to as the Parent Organization or Parent Company.

For example, our fictitious Organization, Dummy Hospitality, LLC, has several Brands, each of which has multiple locations.

Organization: XYZ Hospitality, LLC > Brands: Tommy's Shack, Tommy's BBQ, Tommy's Pizza > Locations

Brand: Tommy's Shack > Locations: Tommy's Shack NYC, Tommy's Shack LA Brand: Tommy's BBQ > Locations: Tommy's BBQ NYC, Tommy's BBQ Atlanta Brand: Tommy's Pizza > Locations: Tommy's Pizza NYC - West Village, Tommy's Pizza NYC - Brooklyn

P

Payment Gateway

A web portal for a merchant service provider that authorizes credit cards and processes transactions.

Pop Drawer

Physically opening a cash drawer via SALIDO. The drawer will open when a cash payment is accepted on a Terminal with an Open Bank. The drawer can also be opened without an associated sale by selecting the Pop Drawer button from the SALIDO Main Menu by an Employee with appropriate access.

POS

Short for Point of Sale. SALIDO is a Point of Sale software application which performs the sales transaction (ringing orders) and processes payments. "POS" can be used as shorthand to refer specifically to the Terminals, or to SALIDO as a whole, and is often used colloquially to differentiate between KDS and OLO.

POS Terminal Setup Wizard

A self-guided series of prompts to claim a SALIDO device as a specific Terminal within an Organization, Brand, and Location.

Position Category

A label applied to similar types of Positions to differentiate in Labor Reporting. Typical Position Categories include FOH, BOH, and Management.

Preference Profile

Controls a number of settings related to, among other things, check behavior, position tracking, digital signature, guest receipt appearance, prep ticket appearance, shift reports, and restaurant wide reports. Preference Profiles are defined at the Organization Level, and are assigned to Terminals.

Prep Profile

Connects Prep Stations (assigned to Menu Items) to Printers (configured under Devices). The Prep Profile contains a list of all available Prep Stations and all available Printers, and lines are drawn between Prep Stations and Printers to determine what prints where. Prep Profiles are assigned to Revenue Centers. Separate Prep Profiles may be necessary for different Day Parts and/or Revenue Centers.

Prep Station

A label applied to a Printer or group of Printers. Prep Stations are assigned to Menu Items and determine where a Menu Item will print.

Price Levels

A label applied to a specific set of prices. Price Levels are toggled on and off and defined at the Menu Item level, and when and how they are applied is controlled by a Price Rule. Typical use cases for Price Levels are different pricing by Day Part or by Location.

Price Rule

A Bridge configuration that determines which Price Level is applied as the default for each Day Part within each Order Type. Price Rules are defined by Location.

Printer Error Light

All Epson printers have a dedicated error light to alert the user of physical errors. These can range from a paper outage or aa physical obstruction, to a malfunction of the auto-cutter or insufficient power.

Printer Status Sheet

A diagnostic printout from an Epson printer, manually triggered by depressing a small black button on the underside or rear of the printer (location varies by printer model). The Status Sheet provides network specific information including, but not limited to, WiFi and Ethernet Link Status, the SSID the printer is on, and the IP address of the printer. These pieces of information are primarily used for initial set up, as well as troubleshooting and diagnostic purposes.

Q

R

Revenue Category

The broadest reporting category for Menu Items; Menu Items roll up into Menu Item Categories, and Menu Item Categories roll up into Revenue Categories. Typical Revenue Categories include, Food, Wine, Beer, Liquor, etc.

Revenue Center

Revenue Centers represent either a physical area of a Restaurant (e.g. Dining Room, Bar, PDR) or a discrete revenue stream (e.g. Online Ordering). Prep Profile, Tax Rules, Price Rules, Receipt Footers, and Table Numbers are all assigned to Revenue Centers. Revenue Centers are created and managed on the Bridge.

Roles

Roles contain a list of all permissions which can be toggled on or off to determines access level to both the POS and the Bridge. Roles are assigned to Positions.

S

SALIDO Bridge

The SALIDO web portal for managers and administrators. Provides access to backend configuration and in depth reporting.

SALIDO Bridge Main Menu

The default navigation of the SALIDO Bridge, accessed via a series of drop-down menus on the left side of the page when viewed. Provides access to the Dashboard, Checks, Reports, Employees, Menu Manager, Devices, and Setupsections of the Bridge.

SALIDO POS Home Screen

The default screen for SALIDO when not actively in use. Displays the Date and Time, the Terminal Name, the Location Name, the PIN pad, and the current SALIDO app version.

SALIDO POS Main Menu

The primary point of access screen for all SALIDO POS actions. From the Main Menu, users can access theFloor Plan View, theChecks Screen View, the Manage Banks module, the Guests module, Status & Reports, Settings, a link to the SALIDO Bridge,and the Menu Manager. Modules are visible or not depending on the permission set associated with the Employee accessing SALIDO at any given time.

SALIDO Organization Structure

A cascading hierarchy that defines Reporting parameters and serves as the building blocks of a business. The Organization is the highest tier, followed by Brand, followed by Location. Different settings are applied at (or "live at") different levels of an organization.

Shift Report

An Employee specific report run from the POS during the current Business Day. Can be customized in Preference Profiles to include or exclude Sales reporting (Payment Summary, Payment Details, Discounts, and Tips) and/or Inventory reporting (Product Mix, Menu Item Categories, Revenue Categories, Order Types).

SSID

The technical term for a network name, short for Service Set Identifier.

Status Bar / Status Indicator

A colored bar which appears next to a Menu Item on the Ordered Item List to indicate the Prep Status of a Prep Ticket after items have been Sent. Green indicates a successful print, Yellow indicates the print is Pending or In Progress, Red indicates a printer failure.

T

Tax Rules

A customizable label used to organize and define tax behavior within a Revenue Center.

Terminal

A single iPad running the SALIDO Point of Sale app. Terminals configurations include a Name (e.g. Dining Room 1, Bar 1), a Revenue Center, a Default Menu, a Preference Profile, and a Receipt Printer.

Terminal Information

Information specific to the terminal and the user currently logged in.

Terminal Printer

The printer directly assigned to a given terminal for guest receipts and credit card receipts.

Terminal Status Indicator

Displays system wide notifications on the top right hand corner of the SALIDO Login Screen. Common notifications include network issues and card reader issues.

Three Dots

An icon consisting of three vertical dots that indicates additionalactions are possible. When selected, a drop-down menu listing additional actions will appear.

U

USB to Micro USB Cable

A power cable with a male MicroUSB connection on one end and a male standard USB connection on the other. These cables are used to connect aMagTekand12W Apple Power Adapter.

V

Variation or Menu Item Variation

A discrete version or form of a single Menu Item that tracks in reporting as associated with the parent Menu Item. Variations are defined and pricing is assigned within the parent Menu Item. Common use cases include different sizes of the same item (e.g. small and large) and flavors of similar items (bottled sodas) and coffee (regular vs. decaf).

Void

Remove Ordered Items from a check, or clear an entire check. Indicates product has not been used, and no tax liability is incurred.

W

WiFi Dongle

A USB connected peripheral device which allows Epson printers to wirelessly connect to the dedicated network. Resembles a thumb drive connected to the underside of the printer.

WiFi Printer

A printer connected to the network via WiFi (i.e. not connected physically via an ethernet cable).

X

Y

Z

Please reach out to your Account Manager or SALIDO Support at [email protected] or (855) 879-7595 for equipment inquiries.All equipment orders are facilitated by a SALIDO Account Manager.

We provide the following:

iPads

SALIDO Enclosures

Stands or Mounts

MagTek Credit Card Readers

Charging Cables

Epson Printers

APG Cash Drawers

Employee Cards

Overview

Congratulations on your switch to our eDynamo EMV solution! This article will guide you through the physical conversion. Prior to switching, your Account Manager will set up your new payment gateway, as well as send you an app update.

For each terminal you will need:

[email protected]

(1) eDynamo Card Reader (included)

(1) Pro EDBT eDynamo Bracket Kit (included)

(1) Right-Angle Lightning Cable (or USB-C, depending on your iPad model) (included)

(1) Dual-Port Power Adapter(included)

A small and standard size screwdriver (or drill)

A label maker

A hex key, toothpick, or other object at least 3 inches long and less than 3/32" in diameter

A Manager with access to Settings in SALIDO

Your Guided Access passcode, if enabled

Assembling the Reader

Step 1: Gather all materials, ensuring that the terminals are powered on and charged.

Step 2: Update all terminals if there is an update available.

Step 3:Unpackage the eDynamo reader. Hold down the pairing button on the reader to ensure it has sufficient charge. If dead, charge with the included Micro-USB cable. This cable is not compatible with the bracket, so feel free to discard it or repurpose for another use. The eDynamo reader will be charged with the USB/iOS Y Cable included in thePro eDynamo Bracket Kit and the Right-Angle Lightning Cable (or USB-C).

Step 4:Unpackage the Pro eDynamo Bracket Kit. Follow the included instructions until Step 4. If needed, the instructions can be found in this article's attachment.

Step 5:(Recommended) Create a label with the serial number (S/N) of each card reader. This is the only way you will be able to identify each reader once they are fully assembled. The serial number can be found on a white label on each reader. Attach the label to the back of the intended bracket as shown.

Step 6: Remove the iDynamo reader and bracket from each terminal, saving at least (2) screws to secure the new eDynamo bracket.

Step 7:Insert the separate Right-Angle cable into the iPad. The Lightning end of theUSB/iOS Y Cable is not sufficient to charge your terminal and should not be used. Feel free to bend it back (as shown) and secure it with a twist tie or zip tie.

Step 8: Secure the eDynamo bracket to the terminal enclosure with (2) of the screws previously usedto secure the iDynamo bracket.

Step 9:Plug both the Right Angle andUSB/iOS Y Cables into the Dual-Port Power Adapter to charge.

Pairing the Reader

Step 1:Navigate to the Settings of the iPad and ensure that Bluetooth is on. Note that when enabled, you may see a list of eDynamo readers. Do not pair them here. Pairing is done within the app itself on each terminal.

Additionally:

Navigate to Display & Brightness and ensure that brightness is set to 50% or below. Bluetooth increases the iPad's energy consumption. With SALIDO running, Bluetooth on and a brightness greater than 50%, the terminal may not be able to charge as quickly as it uses energy, ultimately resulting in loss of power.

Step 2:Open SALIDO, note that the notification indicating that there is no reader paired in the top right.

Step 3:Sign in, then navigate to Main Menu>Settings>Card Reader.

Step 4:Using the hex key (or similar tool), press the pairing button on the reader through the bracket. You'll feel a slight depression. Press until a blue light begins to blink.

Step 4:Once detected by the terminal, the serial number of the reader will display in the list of pairable readers. Release the pairing button immediately.

Step 5:Select the serial number of the reader. You may be prompted to enter a pairing code. Enter "000000" and select pair.

Step 6:Once paired, you are ready to begin using the reader!

Troubleshooting

The eDynamo is not listed in the list of pairable readers:

Ensure the reader is charged. A green light on the right side will confirm if the device is on.

Toggle Bluetooth off, then on in the iPad settings. This will refresh its ability to detect other devices.

Refresh the list of pairable readers in the top right of the list by selecting the refresh icon.

Additional issues:

Contact our Support Team at any time; or +1(855) 879-7595.

For each SALIDO Terminalleveraging the MagTek iDynamo Credit Card Reader, there are five total pieces of equipment in the power supply chain:

Power outlet

Power adapter

Micro USB charging cable

MagTek iDynamo Credit Card Reader

iPad

In order to properly diagnose charging issues, a little trial-and-error is often required to rule out each of the above components of the power supply chain to identify exactly which piece of equipment is causing the problem. Here are a few things to try:

Plug the power adapter into a different outlet

Swap out or replace the power adapter that connects the charging cord to the power outlet.

Swap out or replace the Micro USB charging cable that connects the power adapter to the MagTek Credit Card Reader.

Remove the mounting bracket and disconnect, then reconnect the MagTek Credit Card Reader

Swap out the MagTek Credit Card Reader for another

Use a toothpick to gently clean the iPad Lightning Port of any dust or debris, and make sure the MagTek is securely seated.

Connect the iPad directly to a power source via an Apple-approved Lightning Cable

If issues persist, please contact SALIDO Support at [email protected] or (855) 879-7595.

SALIDO uses printer-driven cash drawers. The Terminal sends a message to the receipt printer via Wi-Fi and the printer, in turn, sends an electrical impulse to the cash drawer via a physical connection. The most common causes of problems opening a cash drawer are the printer being turned off, the printer being offline, the printer being physically disconnected from the cash drawer, or the Terminal being on the incorrect Wi-Fi network.

Please confirm the following:

Is the receipt printer on?

Is the cable connecting the printer to the cash drawer securely seated in both the port of the cash drawer and the port of the printer?

Is the Terminal assigned to the correct Printer?

Is the Terminal on the correct wifi network?

To confirm iPad Network Settings:

Exit the SALIDO POS app by clicking the iPad Home Button

Open the Settings app

Select Wi-Fi from the left side navigation

Confirm the appropriate SALIDO specific SSID is selected and listed at the top of the right side of the screen

If unsure of the correct SSID, please contact your Network Management Team

There should be a blue checkmark next to the network name

If there a No Internet Connection warning under the SSID, please contact your Network Management Team

After confirming the above, exit the Settings app

Reopen the SALIDO POS

Attempt to pop the drawer

If issues persist,please contact SALIDO Support at [email protected] or (855) 879-7595 for further troubleshooting.

Please confirm the following if a printer will not power on:

Is the printer securely connected to the power cable?

Is the cable securely connected to the power brick?

Is the power bricksecurely connected to the wall outlet?

Does moving the printer to a different wall outlet restore power?

If a printer still will not turn on after checking all of the above, please contact SALIDO Support at [email protected] or (855) 879-7595 to obtain information about repair services.

For all iPad models with a physical iPad Home Button (excludes post-2019 iPad Pro):

Apple Gestures

1. To turn on a SALIDO iPad:

Locate the iPad Power Button on the top short edge of the iPad,labeled "On/Off, Sleep/Wake" on the above diagram

Press and hold the iPad Power Button until the Apple icon appears

If a battery image appears, connect to a power source to charge thedevice

2. To turn off an iPad:

Press and hold the iPad Power Buttonuntil the "slide to power off"prompt appears

Swipe the red powerbutton to the right

Please visit the Apple Support Center for additional resources:

iPhone, iPad, or iPod touchwon'tturn on?

Navigate iOS on the iPad Pro 2019 and newer hardware with

The following hardware is recommended for optimal charging performance of all SALIDO terminals:

For Terminals using the MagTek iDynamo Credit Card Reader (USAePay)

Apple 12W USB Power Adapter

Micro USB Cable (Anker brand)

MagTek iDynamo Credit Card Reader

For Terminals using the MagTek eDynamo Credit Card Reader (EMV/Magensa)

Anker PowerPort Speed 2 Ports

Micro USB Cable(Anker brand)

Apple-approved Lightning Cable

MagTek eDynamo Credit Card Reader

To charge an iPad using a MagTek iDynamo:

Ensure sound and secure physical connections at all points:

Apple 12W USB Power Adapter to a wall outlet

Micro-USB Cable fromApple 12W USB Power Adapter toMagTek iDynamo Credit Card Reader

MagTek Dynamo Credit Card Reader to iPad Lightning Port

To charge an iPad using a MagTek eDynamo:

Ensure sound and secure physical connections at all points:

Anker PowerPort Speed 2 Ports to a wall outlet

Micro-USBCable from Anker PowerPort Speed 2 Ports toMagTek eDynamo Credit Card Reader

Apple-approved Lightning Cable from Anker PowerPort Speed 2 Ports to iPad Lightning Port

If an iPad battery has been completely depleted:

An iPad with a depleted battery will display a charge-battery icon when the iPad Power Button is pressed. Connect the device directly to a power source via an Apple-approved Lightning Cable to quickly recharge the device:

Use a Phillips-head screwdriver to loosen and remove the support bracket of the MagTek Credit Card Reader and disconnect the reader from the iPad

Connect the iPad directly to an Apple 12W USB Power Adapter via an Apple-approved Lightning Cable

Charge the iPad battery to a minimum of 30% (20-30 minutes) before reconnecting the MagTek and powering on the device

Turn on the iPad by holding the iPad Power Button until the Apple icon appears

Reconnect theMagTek iDynamo Credit Card Reader and replace the support bracket

Reconnect the MagTek Credit Card Reader to an Apple 12W USB Power Adapter via MicroUSB Cable

Confirm the iPad is charging by exiting the SALIDO POS and verifying the Lightning symbol appears over the battery icon in the top right corner of the screen

Re-launch the SALIDO POS and resume normal operations

The SALIDO POS and SALIDO KDS apps both run continuously and require a significant amount of power. When charging, a lightning bolt symbol will appear over the battery icon in the upper right-hand corner of the iPad Home Screen. Please note that the charging icon may be present without the battery percentage increasing. Depending on usage and device settings, the app can potentially drain power at the same rate as the device is charging.

When an iPad is not charging as expected, please ensure all hardware is undamaged, properly connected, and configured appropriately.

Ensure all power adapters are rated for 12W. The Apple 12W USB Power Adapters (with foldable prongs) are often mistakenly replaced with the smaller 5W Power Adapter (with fixed prongs) intended for use with the iPhone. The smaller adapters do not pass the same level of charge and can struggle to maintain battery levels for iPads.

The MicroUSB cables connecting the power adapter to the MagTek iDynamo Credit Card Readers can become damaged from wear and tear of the rigors of regular restaurant use and are the most common cause of charging issues. Inspect all cables for loose connections, pronounced kinks in the cabling, or exposed wiring. Swap out or replace a cable with another to test for failure.

Inspect the MicroUSB port on the back of the MagTek iDynamo Credit Card Reader itself for physical damage or loose connections. The port where the MicroUSB cable connects can be damaged and come loose from the casing when charging cables are pulled abruptly or snagged. Damaged MagTeks may need to be replaced.

Check the iPad LightningPort for debris and ensure the Lightning connection of the MagTek iDynamo Credit Card Reader itself is not loose or corroded. Damaged MagTeks may need to be replaced.

If the Lightning port of the iPad is damaged or corroded and will not take a charge directly from an Apple-approved Lightning cable, the iPad may need to be replaced.

The SALIDO POS app will display the error message "MagTek swiper not detected" in the top right of the screen if the iPad is not physically recognizing that a card reader is connected. Disconnect and reconnect the MagTek Credit Card Reader to re-establish the connection. If this is not successful, restart the iPad.

Power strips and/or surge protectors should be high-quality and rated to support electronic equipment.

In the iPad settings, confirm that screen brightness is set to 50% or below.

Custom Payment Methods are user-defined tender types. Typical use cases include House Accounts, Direct Bill Accounts, non-integrated Gift Cards, and non-integrated third-party platforms. Payment Methods are created and managed at the Organization level on the SALIDO Bridge by users with the appropriate level of access.

Login to the SALIDO Bridge and select Settings/Setup from the left-hand navigation

Select Payment Methods from the drop-down

Select the blue Create New button from the top right of the page

Name the Payment Method

Select Type as Custom

Toggle On or Off if the Payment Method is restricted to specific Roles (recommended)

If restricting access, check all Roles that apply

Select all Locations within the Organization at which the Payment Method is applicable

Select the blue Save button from the bottom right of the page

SALIDO Bridge Reports are built to be flexible and highly customizable to the needs of every Organization. The Product Mix report is a great template to use to get more comfortable with the various Row, Column, and Filter controls. In this tutorial, we will customize a Product Mix for specific Menu Items and/or Menu Item Categories.

Login to the SALIDO Bridge and select Reports from the left-hand navigation

On the top left of the Reports screen, toggle to New

Select Product Mix from the drop-down menu

Select the desired date from the Date Selector in the top center of the screen

A full Product Mix will automatically run for the selected date

Use Data Filters to selectively narrow the Product Mix:

In the Report Header, select Filters from the far right-hand side

Scroll down and click the carrot symbol next to Menu Item or Menu Item Category to drop down that section

Click the checkbox next to Menu Items or Menu Item Category to first deselect all Menu Item Categories

Use the Search field or scroll through the list to re-select the desired Menu Items or Menu Item Categories

Click the blue/green Update button at the bottom of the Filter controls

Use Column Controls to add or remove additional data points

Select Columns from the Report Header

Check or Uncheck boxes to add or remove columns as desired

Click the blue/green Update button at the bottom of the Column Controls

Use Row Controls to control how the Product Mix data is displayed

Sort By determines which metric is used to sort the Product Mix, and in which order (Ascending or Descending). Sort By > Net Sales - Total $ is the default.

Summarize By determines the metric used to determine each row of the Product Mix (green text). Summarize By > Menu Item is the default.

Sub-Headers determine additional breakouts within the line items of the report (dark grey horizontal bars). Group By > Menu Item Category is the default.

Click the blue/green Update button at the bottom of the Row Controls

Once the report is filtered as desired, select the yellow/orange Three Horizontal Barsbuttonon the left side of the Report Header (next to the report name)

From the drop-down, Save, Email, orPrint & Export the report

PLEASE NOTE: Saving a report saves the Row, Column, and Filter settings as well as the Time selection at the top center of the screen. If a specific date has been selected instead of a dynamic time range (e.g. Today or Yesterday) the saved report will always run the data for the specific date selected

To reset a password for a SALIDO Bridge login:

From a computer, navigate to https://bridge.salido.com/

If you DO NOT automatically login

Click the forgot password? link below the Sign In button

Enter the email address associated with your Employee Profile

You will receive an automated email with instructions to reset your password

If you DO automatically login

Click the Silhouette in the top right-hand corner of the screen

Select Logout from the dropdown menu

You will be taken back to the SALIDO Bridge login page

Click the forgot password? link below the Sign In button

Enter the email address associated with your Employee Profile

You will receive an automated email with instructions to reset your password

The text displayed in the Footer of Guest Receipts is defined by Revenue Center to allow specific messaging based on needs. For example, information about Happy Hour can be added specifically to Guest Receipts from the Bar Revenue Center, but need not appear on Guest Receipts for the Private Dining Room.

Login to the SALIDO Bridge and select Settings from the main navigation

Select Revenue Centers from the drop-down

Select a Revenue Center

Locate the Receipt footer field in the General box

Enter text as desired

NOTE: All text will be center-aligned on Guest Receipts

Select Save from the bottom right of the page

POS 4.9.20

BRIDGE DATA AUDITS

It is now possible to export Menu Item data directly from the Bridge, into an excel file that displays all data associated with the active Menu Items. Additionally, Prep Stations now include a list of all active Menu Items assigned to that Prep Station

CHECK ACCESS

We have introduced some much-needed improvements to the way checks are handled by terminals when accessed. This should help reduce the instances of bad check data, Business Day Settlement issues, and check chasing

CTUIT REPORTING IMPROVEMENTS

CTUIT Integration improvements! Our operators who integrate with CTUIT will notice more robust data being sent from our exports

NOTABLE BUG FIXES

Some of our operators have noticed Check Transfer Notifications overstaying their welcome. Weve implemented ways to greatly reduce these occurrences

Variation prices no longer become mis-aligned when removing one variation from the list

Counts on items with low-count numbers are now being decreased instantly upon being ordered

Created more stability to prevent against app crashes due to bad check data

Fixed a rare bug that was causing modifiers and variations to print overlapping with the Menu Item name

Adding a check level discount no longer results in -1 check items

You asked, we delivered! The pop drawer button now animates when selected!

Cash drawer now pops after a Gift Card cash sale transaction

POS 4.9.19

NOTABLE PERFORMANCE IMPROVEMENTS & BUG FIXES

Fixes an issue causing terminals to crash upon printing

POS 4.9.18

NOTABLE PERFORMANCE IMPROVEMENTS & BUG FIXES

Fixes an issue causing a blank check to appear when splitting a check more than once

Ensures "auto-print" receipt preference is honored when "digital signature" is activated

Additional printer logging and reliability improvements

POS 4.9

NOTABLE PERFORMANCE IMPROVEMENTS & BUG FIXES

Many under-the-hood improvements to increase printing reliability, plus:

Retried prep tickets now say "POSSIBLE DUPLICATE" along with the original order time at the top of the ticket

The connectivity status of all printerscan now be viewed underSettings > Printerswithin the POS

Merge checks no longer lose prep status info

Fixes "missing prep status" on checks

Fixes "save/send prep job" not printing checks when offline

Fixes issue where gift cards were sometimes not charged the correct amount

Gift Card prepayments from previous day no longer show on POS reports

Fixes issues where sometimes terminals may be released after updating

Fix for lag issuesometimes seen when using "digital signature" functionality

Tables are now listed in the correct order on "transfer" screen

Menu Item counts now show quantities greater than 10

Speed improvements when searching for menu items on a check

Other updates to improve system performance and reliability

KDS 4.4

NOTABLE PERFORMANCE IMPROVEMENTS & BUG FIXES

Prep tickets correctly change color based upon Bridge settings

Allows voiding of Online Orders

Fixes issue where a double payment is sometimes applied to an online ordering check

POS 4.8

INTEGRATED ONLINE ORDERING

Brandibble cultivatesbeautifulonline ordering experiences that can be built directly into your restaurant's website or mobile app.

Bite Kiosk support for our firstself-ordering touchscreen kiosk

Checkmate integrates multiple online ordering providers (i.e Caviar, Seamless/Grubhub, Chownow, etc) directly into SALIDO

CREDIT CARD TIP FEE DEDUCTIONS

The abilityto deduct a portion of credit card processing fees from an employee's credit card tips. This functionality is now supported via blended or flat rate and can be weighted contingent on payment method. NOTE: Some states do not permit these fees to be withheld from employees, so please be sure to review your local rules and regulations before enabling.

NOTABLE BUG FIXES

Editing a reordered item will no longer alterthe original item

Cleared item notes no longer print as empty ' ! 'symbolson prep tickets

Improvedcard typeand bin range recognition

Fix for scrolling issue on modifiers screen

Several fixes to reduce unexpectedapp crashes

POS 4.7

INTEGRATED GIFT CARDS (TCC)

In partnership with TCC, we now offer integrated gift card support. Cards can be activated, loaded with value, and redeemed directly from the POS. Please contact your SALIDO account manager to learn more.

AUTO GRATUITY

Pre-defined Gratuity amounts (e.g. 20%) can now be automatically added to every check.

CUSTOM GRATUITY LABEL

The "Gratuity" line on guest receipts can now be relabeled with custom language (e.g. Service Charge).

KDS 4.2

AD HOC COMPLETION TICKETS

Paper completion tickets can now be printed prior to completing an order. Simply tap the ticket header, then tap the printer icon.

TICKET FLAGGING

Need to call attention to a specific ticket? Flag it by tapping the ticket header and tapping the flag icon. Once flagged, the order will have a discernible striped background.

MOBILE APP 1.0

Introducing version 1.0 of our SALIDO iOS app, available on the Apple App Store.Our mobile app puts insights directly into your pocket with realtime hourly sales performance, product mix, and labor reporting.

POS 4.6

REARRANGE UNSENT ITEMS

Prior to sending an order, move items up or down and across courses to quickly correct input errors without needing to delete items.

SMART TIPPING

When collecting digital signatures, automatically switch between % and $ tip prompts when the defined threshold is met.

SEARCH ON CUSTOM PAYMENTS

Quickly find and apply payment methods via a search bar on the Custom Payments screen.

SEVENROOMS INTEGRATION

We've partnered with the floor management platform SevenRooms to deliver an integrated solution that gives operators new insight into their customer base with the ability to view real time check spend data.Please contact your SALIDO account manager to learn more.

POS 4.5

PROMPT FOR ITEM QUANTITY WITH POSITIONS

When table positions are enabled, users will now be prompted to specify how many of an item they would like upon ordering it. If more than one item is ordered, the items can be split across multiple table positions.

DOUBLE CONFIRMATION FOR CHECK VOIDS

When voiding a check, users will now be shown a summary of all items being voided, and a secondary confirmation will be shown to help prevent accidental voids.

MERGE ACROSS REVENUE CENTERS

Merges can now be performed across revenue centers.

MERGE FROM TRANSFER SCREEN

Check merges can now be performed from the Transfer screen. When transferring a check, if the destination table already has a check on it, save a step by merging the two checks together.

LOW BATTERY INDICATOR

A prominent red banner is now displayed on the sign on screen when the battery drops below 10%.

TIP TRACKING FOR CASH PAYMENTS

Cash tips can now be added to cash payments.

REINITIATE DIGITAL SIGNATURE

Guests can now be re-prompted for a signature, tip, and preferred receipt format in the event a mistake was made on the original attempt.

The SALIDO Support Team is available 24/7 to assist with any software related issues. To contact us, please email [email protected] or call (855) 879-7595.

In order to help us better assist you, please be sure to always identify yourself by name,Organization, and Location when calling the Support line.

A "Do Not Honor" error message when attempting to authorize a credit card payment indicates thetransaction has been declined by the Payment Processor. The cardholder's financial institution has declined the charge, and the Do Not Honor is passed directly to the SALIDO POS from the payment processor. Please seek an alternate method of payment.

Terminal is having syncing issues indicates a temporary disruption in a Terminals ability to communicate with the Cloud, and by extension, the other Terminals. This message will typically clear itself rather quickly as network disruptions recover and the device regains Internet connectivity. If the message persists, please follow the steps below to confirm Network Settings and test for Internet connectivity:

To confirm iPad Network Settings:

Exit the SALIDO POS app by clicking the iPad Home Button

Open the iPad Settings app

Select Wi-Fi from the left side navigation

Confirm the appropriate SALIDO-specific SSID is selected and listed at the top of the right side of the screen

There should be a blue check mark next to the network name

If there a No Internet Connection warning under the SSID, please proceed to contact the Network Manager

After confirming the above, exit the Settings app

Open Safari

Navigate to any website (e.g. cnn.com, nytimes.com, etc.)

If the website loads, exit Safari and reopen the SALIDO POS

If the website does not load, please contact the Network Manager or Internet Service Provider

The MagTek swiper not detected error indicates the SALIDO POS app does not recognize the MagTek iDynamo Credit Card Reader. It may have come loose from the Lightning port of the iPad or been intentionally disconnected. Please ensure the physical connection is secure by disconnecting and reconnecting the card reader.

Additionally, from time to time the iPad itself will fail to recognize peripheral devices such as the MagTek despite being physically connected. Please restart the iPad.

If the issue persists, please contact SALIDO Support for additional troubleshooting.

The Terminal is Offline error indicates the Terminal is operating in Offline Mode. This is typically caused by a complete disruption of an Internet connection while the Local Area Network (LAN) remains functioning. In Offline Mode, printing and payments remain operational in a limited capacity. However, the Terminals will not be able to communicate with the Cloud, and by extension, the other Terminals.

Each Terminal will behave as an island. Check data will not be shared between devices, and the entire life cycle of any given check will need to exist on a single device. In this scenario, we recommend each member of the team select a single Terminal for their exclusive use until Internet connectivity is restored.

All payments taken in Offline Mode are considered Good Faith Payments. Payment details will be captured and stored locally on individual devices, but cannot be verified against a guests bank or credit card provider until Internet connectivity is restored. Please be advised, there is always a chance payment taken in Good Faith could ultimately be declined once the details are verified.

In the case of a prolonged Internet Service Disruption, please contact your Network Management Team and/or Internet Service Provider.

We regularly release updates to the SALIDO POS app to improve stability, fix bugs, and introduce new features. Updates are performed from within the SALIDO POS app and typically take two (2) to three (3) minutes. When available, updates should be installed on all terminals before service begins.

To perform an available update:

Select the green Update button

Select Install from the pop-up

The SALIDO POS app will close automatically and download the updated version on top of itself

Wait for the installation to complete

If the app does not automatically close and the installation doesnt begin immediately, press the iPad Home Button to exit the SALIDO POS app

The download and installation process should take less than 60 seconds

Reopen the SALIDO POS app

To restart the SALIDO POS app on all iPad models with a physical iPad Home Button:

Double click the iPad Home Button to view open applications

Swipe the SALIDO Point of Sale app up toward the top of the screen to force close

Locate the SALIDO icon and tap to re-launch the app

To restart the SALIDO POS app on the iPad Pro 3rd Generation (without physical iPad Home Button):

Tap and swipe up from the bottom center of the iPad screen to view open applications

Swipe the SALIDO Point of Sale app up toward the top of the screen to force close

Locate the SALIDO icon and tap to re-launch the app

Guided Access is an iOS feature designed with educational software in mind that locks iPads into a single application. Once enabled, Guided Access runs in sessions that can be started and ended by triple-clicking the iPad Home Button and entering a user-defined Guided Access Passcode. Any time the SALIDO POS app is exited or backgrounded on any device, syncing is disrupted and checks can become locked, as the system recognizes them as in use until the sync is completed. To prevent this, it is strongly recommended that all operators leverage this feature to ensure the SALIDO POS app stays open and running at all times.

To enable Guided Access:

Exit the SALIDO POS app

Open the Settings app

Select General from the left side navigation

Select Accessibility from the options on the right

Scroll to the bottom of the list and select Guided Access

Toggle on Guided Access if it is not already enabled

Set a passcode

Keep this passcode safe, and distribute it to the Management Team

Toggle on Mirror Display Auto-Lock

Select Display & Brightness from the left side navigation

Select Auto-Lock > Never from the options on the right

Exit the Settings app

Re-Open SALIDO

Triple-click the iPad Home Button to begin a Guided Access session

As necessary, triple-click the iPad Home Button and enter the passcode to end a Guided Access session

To prevent duplicate orders, theSALIDO POS by design does not allow a check to be accessed by more than one Terminal at the same time. Additionally, as a cloud-based Point of Sale system, SALIDO Terminals are constantly syncing their check data to the cloud and with each other via the Internet.Attempting to open a check on Terminal B that is already open on Terminal A will yield an "Unable to Access Check" error message.

This constant syncing is maintained while the app is open and running onall Terminals.If the app is exited (or "backgrounded") on even a single Terminal, or if an iPad goes to sleep, the SALIDO POS stops running on that Terminal, and syncing to all devices is disrupted. For this reason, we strongly recommend that all operators leverage Guided Access to ensure the SALIDO POS app stays open and running at all times.

Unable to Access Check Message

The check being accessed is currently in use on another Terminal. Please attempt access again when the check is no longer in use.

Check Recovery

If a Terminal becomes inoperable (e.g. thrown down a flight of stairs, knocked into a sink, etc.) checks that were in use and/or syncing at that time may become inaccessible on other Terminals. In these extreme scenarios, Check Recovery can be used to Force or Override checks from the compromised device. Once Check Recovery is used, a check will never again be accessible on the Terminal from which it was recovered.

Check Recovery pulls the last complete version of a given check from the cloud and overwrites any data that was not fully synced to prevent data corruption from a damaged device. This can (and often does) result in some data loss, as the recovered version of the check is not always 100% up to date. Lost data typically includes Menu Items and Payments that appear to "fall off" the check.

Any data lost during this process cannot be recovered. For this reason, Check Recovery should only be usedas a last resort method of recovering check information when a device becomes completely inoperable and checks cannot otherwise be accessed.

A Check is Locked on the POS

A check will appear Locked on the Floor Plan View and Checks View when it has been recovered (Overridden or Forced) from a given Terminal. Check Recovery is intended for use when a device has been physically corrupted, and the software prevents the Terminal from which a check was Overridden from ever accessing that specific check again.

All other terminals will be able to access the check except for the terminal from which it was overridden.

"Check #### is no longer accessible on this Terminal" Error Message

The check being accessed has been recovered (Overridden or Forced) from the Terminal at which access is being attempted. The Terminal from which a check was recovered will never again be able to access the recovered Check.

From time to time it will be necessary to locate a Guest Receipt from partial or incomplete information about the check itself. For example, a single check is split by four (4) guests. One of those guests needs a copy of their receipt, but the only information available is the amount of the charge to their specific card. The Checks section of the SALIDO Bridge is best utilized to locate checks based on Check Level parameters (Date of Check, Server, Check Total, Table Number, etc.), so this type of request poses a bit of a challenge.

In these caseswhen specific pieces of information about a Paymentare available(e.g. the Last Four Digits or an Authorization Code) as opposed to details about a Checkthe best tool for matching those details against a SALIDO check number is the Payment Detail Report.

In this example, we will generate a Payment Detail Report filtered for Payment Type > Credit Card:

Login to the SALIDO Bridge and select Reports from the main navigation

Select Payment Detail from the dropdown menu in the top left field

Select the appropriate date in the top middle field

The Payment Detail Report will auto-run and populate data in the lower portion of the screen

Filter for Payment Type > Credit Card

Select FILTERS from the far right side of the Report Header line

Uncollapse the Filter Category PAYMENT TYPE

Deselect ALL Payment Types except Credit Card

ClickUpdateat the bottom of the Filters menu

Add or Remove Columns as desired

Select COLUMNS from the far right side of the Report Header line

Check or Uncheck data points as desired

Click Update at the bottom of the Filters menu

Select the yellow-orange Three Barsicon next to the Report Name

Scroll down to Print & Export

Select AS .PDF or AS .XLSX

With this report in hand, we can manipulate the data in Excel to search or filter for the Last Four Digits of the card number, Auth Code, or whichever pieces of information are available and locate the Check Number with which the Payment is associated.

Simply enter that Check Number into the Checks section of the SALIDO Bridge, and we have our Guest Receipt!

NOTE: Although the steps above specifically filter for credit card payments, the same process can be followed to drill down on Gift Card Payments, Cash Payments, Custom Payments, or any other tender type. Play around with the report parameters (Rows, Columns, and Filters) to find what best suits individual needs.

Closed Checks can be reopened on the SALIDO POS during the same Business Day.Checks cannot be re-opened or adjusted after the close of the Business Day. For credit card refunds after the close of the Business Day, please contact SALIDO Support at [email protected].

Enter an Employee PIN to log in to the SALIDO POS

Navigate to the SALIDO Main Menu by selecting the Three Bars icon from the top right of the screen

Select Checks from the Main Menu

If the Check Number is known, enter it directly in the Search Checks field at the far right

If the Check Number is not known:

Toggle to the appropriate Revenue Center from the top-left drop-down

Select the Check Status drop-down menu (defaults to Open)

Select Closed from the Check Status pop-up

Use the Employee and Order Type drop-downs to filter the list of results as needed

Select a check from the list

Review the check preview on the screen to confirm details

Select the appropriate action from the bottom of the screen:

Reopen Check

Print a copy of the Closed Check receipt

Dismiss the preview without re-opening the check

Check-in-Transfer Notifications appear as Checks outlined with an orange box at the top of the Checks View.In rare circumstances, the notification associated with a successful Check Transfer will not clear from the SALIDO POS as expected and can persist for hours or days.

These persistent notifications are not cause for concern. The check data has been successfully transferred, and only the notification remains.

Please contact the SALIDO Support Team via email at [email protected] or phone at +1 (855) 879-7595 to have the notification cleared. Please include or have available the following pieces of information:

Location

Check Number

A contact email or phone number for follow-up if necessary

Apply an Item Level Discount

Item Level Discounts can be applied to individual Menu Items by any user with the appropriate level of access.

Open a check on the SALIDO POS

Select Menu Item(s) the Ordered Item List on the left of the screen

Scroll to the Discounts section on the right-hand portion of the screen

Select the appropriate Discount from the list

Enter a Note if prompted to indicate specific details relevant to the application of the Discount

NOTE: Notes attached to Discounts appear in SALIDO Reports, but do not appear on Guest Receipts

The Discount will appear as a line item denoted in red on the Menu Item itself in the Ordered Item List andas a line item denoted in red in the Check Action Drawer at the bottom left of the screen

Follow the same steps above to remove a Discount(select No Discount from the list) or apply a different Discount

Apply a Check Level Discount

Check Level Discounts can be applied to an entire check by any user with the appropriate level of access.

Open a check on the SALIDO POS

Select Discounts from the Check Action Drawer at the bottom left of the screen

Select the appropriate Discount from the prompt

Enter a Note if prompted to indicate specific details relevant to the application of the Discount

NOTE: Notes attached to Discounts appear in SALIDO Reports, but do not appear on Guest Receipts

The Discount appearsas a line item denoted in red in the Check Action Drawer at the bottom left of the screen

Follow the same steps above to remove a Discount(select No Discount from the list) or apply a different Discount

Tax can be removed from a check on the SALIDO POS by any user with the appropriate level of access.

Open a check on the SALIDO POS

Tap the Tax toggle in the Check Action Drawer at the bottom left of the screen

When tax has been removed, the toggle turns from green to red, and a red strike-through will appear on the corresponding tax line

NOTE: As best practice, we recommend utilizing the Guest Label to enter and track the tax-exempt ID number for each Tax Exempted check.

Void an Entire Check

Checks can be voided at any time during the Business Day by Employees with the appropriate level of access.Users without permission to Void can initiate a Void but will be prompted for authorization before completing. NOTE: A Check cannot be Voided if it contains an active Payment. All Payments must be voided or refunded before a Check can be voided.

Open a check on the SALIDO POS from either the Floor Plan View or Check View

Select the grey Void button with an X from the Check Action Drawer in the bottom left of the screen

Select the appropriate Void Reason from the prompt

Review the Void Check warning

Select Authorize

Review the Void Check warning again

NOTE: This action cannot be undone. Always confirm the Check Number, the Number of Items to be Voided, the Amount to be Voided, and the Void Reason before proceeding

Select Void Check

Void Individual Items from a Check

Items can be voided from an Open Check at any time during the Business Day by Employees with the appropriate level of access.Users without permission to Void can initiate a Void but will be prompted for authorization before completing.

Open a check on the SALIDO POS from either the Floor Plan View or Check View

Select a Menu Item from the Order View on the left-hand side

Select the red Void button with the Trash Can icon from the column of buttons just to the right of the Order View

CAUTION:The red Void button with the Trash Can icon from the Item Action Column will void the selected items. The grey Void button with an X located in the Check Action Drawer in the bottom left will void the entire check.Please choose the correct action!

Select the appropriate Void Reason from the prompt

During the same Business Day, all checks can be located on both the SALIDOPOS and the SALIDO Bridge. After the close of the Business Day, checks can be viewed on the Bridge. From the SALIDO Bridge, checks can be printed, saved as PDFs, and emailed directly to guests.

To locate a check on the SALIDO POS:

Enter a valid Employee PIN on the SALIDO Home Screen

Navigate to the Main Menu using the Three Bars icon in the top right of the screen, to the left of the Lock Button

Select Checks from the Main Menu

Toggle between Revenue Centers using the selector in the top left of the screen

By default, all Open checks belonging to the Employee currently logged in will appear in list format

Use the Employee, Order Type, and Check Status drop-downs to filter the list of checks as necessary or

Select the Search Checks field in the top right of the screen under the Lock Button

NOTE: Checks are searchable by Guest Label and Check Number

Select a check from the list

Review the check preview on the screen to confirm details

Select the appropriate action from the bottom of the screen:

Reopen Check

Print a copy of the Closed Check receipt

Dismiss the preview without re-opening the check

To locate a check on the SALIDO Bridge:

Login to the SALIDO Bridge and select Checks from the left-hand navigation

If the check number is known, enter it directly into the Search field in the top right of the page

If the check number is not known, use the Column Headers to filter and narrow the list of results:

CHECK #

OPENED AT

CLOSED AT

SERVER

CHECK LABEL

TIP

TOTAL

Click the Three Dots at the right-hand side of the Column Header row to Show or Hide any of the following columns, depending on the information available:

RECORDED AT

TABLE

PARTY SIZE

ORDER TYPE

PAYMENT METHODS

CARD NUMBER

NAME ON CARD

Hover the cursor over the various Column Headers. Any Column Header that highlights with a blue bar across the top when hovering can be selected to reveal applicable filters

Enter available information into the Filters and select the blue Apply button to apply

The list of checks can be Sorted by any Column with Up and/or Down carrots to the right of the Column Name

Once the check has been located, select the Three Dots from the right-hand side of the check line

Select View from the drop-down

Select the blue Options button in the bottom left to Email, Download, or Print a copy of the check

NOTE: Receipts sent directly from the SALIDO Bridge are emailed from: [email protected]. We recommend downloading a copy of the receipt to be sent directly from a merchant's email account when sending digital receipts to guests.

Add credit card payments to a Check

Credit card payments can be added to checks in (3) ways:

Swipe a credit card on the Floor Plan View or the Checks Viewto start a check with the cardholder information

Swipe a credit card at any point while a check is open on the SALIDO POS to enterthe Payment Screen. Multiple cards can be added in succession and will split the balance due evenly across all cards.

In the event the credit card is not physically present or is present but otherwise unreadable, a card number can be manually added:

Open a check

Select the Pay bar at the bottom of the Check Action Drawer

To authorize the full balance due,Select + Manual CC

Enter CC #, Expiration, CVV, and Amount

Select Authorize

To authorize an amount less than the balance due, Select + Other Payments

Select Pre-Auth Credit Card

Enter CC #, Expiration, CVV, and Amount

Select Pre-Auth

Split payment between multiple credit cards

Payments in SALIDO are designed to be straightforward and uncomplicated. Credit card payments can be added in succession, and the Balance Due will be evenly distributed among the total number of cards. Individual payments can be manually updated to be fixed, at which point any remaining payments will automatically adjust to evenly distribute the remaining balance.

To split a payment evenly between multiple credit cards:

Enter an Employee PIN on the SALIDO Home Screen

Open a check from either the Floor Plan View or Checks View

Swipe / Dip a credit card at any time to add payment and pull up the Payment Screen

Swipe / Dip additional credit cards as necessary

After all payments have been added, select the Auth button from the Payment Detail line of each payment

To split payment asymmetrically between multiple credit cards:

Enter an Employee PIN on the SALIDO Home Screen

Open a check from either the Floor Plan View or Checks View

Swipe / Dip a credit card at any time to add payment and pull up the Payment Screen

Click the Pencil icon on the Payment Detail line to edit the Payment amount of a single payment as necessary

Enter the amount on the keypad

Select the blue/green Update from the bottom right of the screen

Note the Amount is now highlighted in white

Swipe / Dip additional credit cards as necessary

NOTE: The updated amount of the updated payment will remain static as the remaining balance of the check is split evenly among additional payments

Update additional payments as necessary (see step 3)

After all payments have been added, select the Auth button from the Payment Detail line of each payment

Add a tip to a credit card payment

As a best practice, all tips should be adjusted after a payment has been authorized, but before the check has been closed. To add a tip:

Enter an Employee PIN on the SALIDO Home Screen

Open a check from either the Floor Plan View or Checks View

Select thePay button from the Check Action Drawer in the bottom left of the screen

Locate the payment from the list

Click the Pencil icon on the Payment Detail line to edit

Select the Tip field

Enter the tip amount on the keypad

Select the blue/green Update from the bottom right of the screen

PLEASE NOTE: Sales for checks that are reopened are re-allocated to the hour in which they are re-closed. For this reason, we strongly encourage that tips be adjusted before closing checks to prevent skewing the sales data.

Alter / Adjust / Update a credit card payment

During the same Business Day, credit card payments can be adjusted on the SALIDO POS.

Enter an Employee PIN on the SALIDO Home Screen

Open a check from either the Floor Plan View or Checks View

Select the Pay bar from the Check Action Drawer in the bottom left corner of the screen

Locate the payment from the list

Click the Pencil icon on the Payment Detail line to edit the Payment amount of the payment as necessary

Enter the amount on the keypad

Select the blue/green Update from the bottom right of the screen

For previously authorized payments, select the Auth button from the Payment Detail line to submit a new authorization for the updated amount and print an updated slip PLEASE NOTE: Depending on the cardholders financial institution, both authorizations may appear on the cardholders account as Pending charges for 1 - 5 business days.

After the close the Business Day, please reach out to SALIDO Support ( [email protected] ) to discuss changes to a settled payment.

Refund a credit card payment

During the same Business Day, credit card payments can be refunded on the SALIDO POS.

Enter an Employee PIN on the SALIDO Home Screen

Open (or if necessary, re-open) a check from either the Floor Plan View or Checks View

Select the Pay bar from the Check Action Drawer in the bottom left corner of the Order Screen

Click the grey X icon on the right-hand side of the Payment Detailline

The Payment Detailline will highlight in red to display Confirm and Cancel buttons

Review the Refund information

Select Confirm to refund the payment

After the close the Business Day, please reach out to SALIDO Support ( [email protected] ) to issue a refund for a settled payment.

Add a Custom Payment Method to a Check

Custom Payment Methods are user-defined tender types. Typical use cases include House Accounts, Direct Bill Accounts, non-integrated Gift Cards, and non-integrated 3rd Party platforms.

To add a Custom Payment Method to a check:

Open a check on the SALIDO POS

Select the Pay bar from the bottom of the Check Action Drawer in the bottom left of the screen

Select + Other Payment from the bottom center of the screen

Scroll through the list or select the Search Custom Payments bar and use the keyboard to locate and select the appropriate Custom Payment Method

Fill in the Amount and/or Tip fields as appropriate using the keypad

Verify the information entered, and select the blue Add button from the bottom right of the screen

Add or adjust additional payment(s) as necessary to reduce the Balance Due to zero

Close the check using the green Close Check button at the bottom right of the screen

Alter / Update / Adjust a Custom Payment

Payments can be adjusted on the SALIDO POS during the same Business Day.

Enter a valid Employee PIN on the SALIDO Home Screen

Open a check from either the Floor Plan View or Checks View

Select the Pay bar from the Check Action Drawer in the bottom left corner of the screen

Locate the payment from the list

Click the Pencil Icon on the Payment Detail line to edit the Payment as necessary

Enter the amount on the keypad

Select the blue/green Update from the bottom right of the screen

Select the Printer Icon from the Payment Detail line to print an updated slip

Remove a Custom Payment

Custom Payments can be deleted/refunded on the SALIDO POS during the same Business Day.

Select the Pay button from the Check Action Drawer in the bottom left corner of the Order Screen

Click the grey Xicon on the right-hand side of the Payment Detail Line

The Payment Detail Line will highlight in red to display Confirm and Cancel buttons

Review the Refund information

Select Confirm to refund the payment

SALIDO offers an integrated Gift Card Solution with The Customer Connection (TCC), SVS and Paytronix. This integration must be activated for an Organization before value can be added to or redeemed from gift cards.If your Organization is not yet leveraging our integrated gift card solutions, please contact an Account Manager for additional details.

To check the balance on a gift card and/or add value:

Navigate to the SALIDO Main Menu and select Gift Cards

Swipe a Gift Card OR Manually enter a Gift Card number and select the Lookup button from the bottom right

Active Gift Cards display the Card Number and Available Balance

Select the orange Back button from the top left to exit or Select the white $ Add Value button from the bottom left to add additional value

Select a preset value OR enter a custom value and select the Add button

Select Cash or Credit Card payment method

NOTEValue can only be added via Cash and Credit Card payment types

Review the confirmation screen

To activate and add value to a gift card:

Navigate to the SALIDO Main Menu and select Gift Cards

Swipe a Gift Card or manually enter a Gift Card number and select the Lookup button from the bottom right

Select the Activate and Add Value button

Select a preset value OR enter a custom value and select the Add button

Select Cash or Credit Card payment method

NOTEValue can only be added via Cash and Credit Card payment types

Review the confirmation screen

A Role is a defined set of permissions governing Employee access to various features of both the SALIDO POS and the SALIDO Bridge. Roles are assigned to Positions. A single Position can have multiple Roles, and a single Role can be assigned to multiple Positions. See Positions vs. Roles for more on the differences between Positions and Roles.

For example:

Role > Manager may be assigned to the Positions > Floor Manager, Bar Manager, and Beverage Director

The Positon > General Manager may be assigned the Roles > ManagerandAdmin wherein Admin contains additional privileges not conferred by the Role > Manager

To create a Role:

Login to the SALIDO Bridge and select Employees from the left-hand navigation

Select Roles from the drop-down

Select the blue Create New button in the top right

Name the Role

Toggle ON/OFF all appropriate permissions of both the POS and Bridge tabs

Select the blue Save button at the bottom right of the page

Printer Routing for Prep Tickets is controlled through the Prep Profile. Prep Profiles connect Prep Stations to available Prep Devices and are assigned to Revenue Centers. Prep Profiles are created by the SALIDO Implementations team during the onboarding process and often remain largely unchanged for the life of a restaurant.

Depending on restaurant needs, Prep Profiles may need to be manually assigned or "rolled over" based on Day Part or other workflows to achieve desired printer routing.

To assign a Prep Profile to a Revenue Centervia the SALIDO Bridge (recommended):

Login to the SALIDO Bridge and select Settings/Setup from the left-hand navigation

Select Revenue Centers from the drop-down

Select the desired Revenue Center from the list

Scroll to the General box (second from the top)

Click the drop-down under Prep Profile

Select the desired Prep Profile from the list

Click the blue Save button from the bottom right of the page

To temporarily assign a Prep Profile to the entire Revenue Center to which a Terminal is assigned (not recommended):

Enter an Employee PIN on the SALIDO Home Screen

Navigate to the Main Menu using the Three Bars icon in the top right of the screen, to the left of the Lock Button

Select Settings

Select Prep Profiles from the left side navigation

Locate the desired Prep Profile from the list

Select the Prep Profile (highlights in light grey)

Confirm the top of the screen now reads: "Name ofRevenue Center"is using "Name ofPrep Profile"

Use the Lock Button to return to the SALIDO Home Screen

Enter an Employee PIN on the SALIDO Home Screen

Open a new check

Ring test items to confirm changes have been applied

Access the SALIDO Bridge and follow the steps above as soon as possible to make lasting changes

Bank Tracking is controlled in Preference Profiles and is therefore assigned on a per Terminal basis. There are three methods of Bank Tracking:

Bank Tracking > None Cash payments do not require a bank to be opened on Terminals with this preference. Cash transaction will not be recorded in Bank Reporting. Cash sales will appear on the Shift Report, Daily Summary, and Daily Detail reports from the SALIDO POS, as well as the Accounting Summary, Payment Summary, and Payment Detail reports on the SALIDO Bridge.

Bank Tracking > By Employee Requires a bank to be opened before accepting cash payments on terminals with this preference. Banks are assigned to a specific Employee. Only the owner of the bank will be able to accept cash payments intothe bank on that Terminal.

Bank Tracking > By Terminal Requires a bank to be opened before accepting cash payments on Terminals with this preference. Banks are assigned to Terminals, and any Employee will be permitted to accept cash payments into the bank on that Terminal.

If Bank Tracking is enabled on a Terminal but a bank has not been opened or the open bank belongs to another Employee, users will see an orange exclamation point warning icon over the + Cashbutton at the bottom of the Payment Screen.

To enable Bank Tracking per Preference Profile:

Login to the SALIDO Bridge and select Setup/Settings from the left navigation

Select Preference Profiles from the drop-down

Select the Preference Profile to edit or select the blue Create New button from the top right of the page

NOTE: Preference Profiles are assigned to Terminals

Select the Station tab

Select the desired method of Bank Tracking from the drop-down menu

Select the blue Save button from the bottom right

To assign a Preference Profile to a Terminal:

Login to the SALIDO Bridge and select Devices from the left navigation

Select Terminals from the drop-down

Select the Three Dots icon to the right of the Terminal name

Select Edit from the drop-down

Select the appropriate Preference Profile from the drop-down

Select the blue Save button from the bottom right

A Revenue Category is a label applied to the highest tier of Product Reporting, typically encompassing the broadest categories of products: Wine, Beer, Liquor, and Food. Multiple Menu Item Categories are nested under each Revenue Category.

To create a new Revenue Category:

Login to the SALIDO Bridge and select Settings/Setup from the left-hand navigation

Select Revenue Categories from the drop-down

Select the blue Create New button from the top right of the page

Name the Revenue Category

Select the blue Save button from the bottom right of the page

A Menu Item Category represents a group of similar Menu Items. Menu Item Categories break out in product mix reporting androll up into Revenue Categories.

Modifier Groups can be applied to entire Menu Item Categories to automatically associate all Menu Items contained in the category with the corresponding Modifier Groups.

To create a new Menu Item Category:

Login to the SALIDO Bridge and select Menu Manager from the left-hand navigation

Select Menu Item Categories from the drop-down

Click the blue Create New button in the top right of the page

Name the Menu Item Category

Select the appropriate Revenue Category from the drop-down menu

Click the Add Modifier Group button

Click SelectModifier Groupand select a Modifier Group from the drop-down menu

Toggle Prompt > On or Off

Prompt OnWill automatically display the Modifier Group upon selecting any item from this Menu Item Category from the SALIDO POS

Prompt OffWill not automatically display the Modifier Group. Modifiers will remain accessible in the background by selecting a Menu Item from the Check View Screen of the SALIDO POS

Repeat as necessary to add additional Modifier Groups

Select Save in the bottom right

To edit an existing Menu Item Category:

Login to the SALIDO Bridge and select Menu Manager from the left-hand navigation

Select Menu Item Categories from the drop-down

Locate the desired Menu Item Category in the list

Click the Three Dots on the far right-hand side of that Menu Item Category line

Select Edit from the drop-down

Name the Menu Item Category

Select the appropriate Revenue Category from the drop-down menu

Click the Add Modifier Group button

Click SelectModifier Groupand select a Modifier Group from the drop-down menu

Toggle Prompt > On or Off

Prompt OnWill automatically display the Modifier Group upon selecting any item from this Menu Item Category from the SALIDO POS

Prompt OffWill not automatically display the Modifier Group. Modifiers will remain accessible in the background by selecting a Menu Item from the Check View Screen of the SALIDO POS

Repeat as necessary to add additional Modifier Groups

Select the blue Save in the bottom right of the page

Assigning Modifiers to Menu Items is a multi-step process. First, Modifiers are created and placed into Modifier Groups. Modifier Groups are then assigned to either entire Menu Item Categories or individual Menu Items.

Create a Modifier

Login to the SALIDO Bridge and select Menu Manager from the left-hand navigation

Select Modifiers from the drop-down

Click the blue Create New button in the top right of the page

Enter the appropriate information in all applicable fields:

Short Name Appears on Guest Receipts, Prep Tickets, and KDS Tiles

Display Name Appears on integrated Online Ordering Platforms

Price Any additional charge associated with the Modifier. Leave blank if there is no associated upcharge.

Alternate ID Always leave blank (auto-generated by Integration Partners when enabled for an Organization)

Select the blue Save button from the bottom right of the page

Create a Modifier Group and associateModifiers

Login to the SALIDO Bridge and select Menu Manager from the left-hand navigation

Select Modifier Groups from the drop-down

Click the blue Create New button in the top right of the page

Assign a Name

Choose a Selector Type

Single - One modifier from the group must always be selected (limited use cases; not recommended)

Multiple - One or more modifiers from the group can be selected (recommended)

Select the Add Modifier button

Click the Select Modifier drop-down to search for previously created Modifiers

Assign prices to Modifiers as desired

Multiple Prices can be applied to the same Modifier within the context of different Modifier Groups

Toggle Default On or Off

Default On Modifier is automatically selected within the Modifier Group

Default Off Modifier is not automatically selected within the Modifier Group

Set the Minimum and Maximum number of Modifiers that can be selected within this Modifier Group

Typical Use Cases:

Select up to three (3) toppings (Min: 0, Max: 3)

Select one (1) meat temperature(Min: 1, Max: 1)

Select the blue Save in the bottom right of the page

Assign a Modifier Group to a Menu Item Category

Login to the SALIDO Bridge and select Menu Manager from the left-hand navigation

Select Menu Item Categories from the drop-down

Locate your desired Menu Item Category from the list

Click the Three Dots to the right of the Menu Item Category name

Select Edit from the drop-down

Scroll to the bottom of the page

Click Add Modifier Group

Toggle Prompt On or Off

Prompt On Automatically display the Modifier Group when ordering any Menu Item from the Menu Item Category

Prompt Off Do not automatically display the Modifier Groupwhen ordering any Menu Item from the Menu Item Category. Modifiers will remain accessible in the background by selecting an orderedMenu Item from the Order Screen

Select the blue Save in the bottom right of the page

Assign a Modifier Group to an individualMenu Item

Login to the SALIDO Bridge and select Menu Manager from the left-hand navigation

Select Menu Items from the drop-down

Locate the Menu Item from the list using the Column Headers as filters or by using the Search field

Click the Three Dots to the right of the Menu Item name

Select Edit from the drop-down menu

Scroll to the bottom of the page

Click Add Modifier Group

Toggle Prompt On or Off

Prompt On Automatically display the Modifier Group when ordering the Menu Item

Prompt Off Do not automatically display the Modifier Groupwhen ordering the Menu Item. Modifiers will remain accessible in the background by selecting a orderedMenu Item from the Order Screen

Select the blue Save in the bottom right of the page

Modifier Groups appear on the SALIDO POS as lists comprised of individual Modifiers. The order of the Modifier Groups from left to right on the Order Screen mirrors the top to bottom order on the SALIDO Bridge. Click and drag the Three Bars to the left of the Modifier Group name to re-order the list.

The Menu Manager on the SALIDO Bridge provides a one-to-one map of Menus on the SALIDO POS. After a Menu Item has been created, it can be added to a Menu to appear as a button on the SALIDO POS.

Login to the SALIDO Bridge and select Menu Manager from the left-hand navigation

Select Menus from the drop-down

Locate the desired Menu from the list associated with the Brand

Click theMenu name

Select the desired Section from the drop-down list, or select Add New to create a new section

Locate an available space for the Menu Item, denoted by a blank rectangle with a + in the center

Search for the Menu Items Long Name in the pop up titled Enter Menu Item

Select the Menu Item from the list, or hit Enter on the keyboard while highlighted

Once the Menu Item is added to the Menu, select the button from the grid to:

Customize Color

Customize Variations by toggling ON or OFF

Customize Modifier Groups by toggling ON or OFF

Remove the item from the Menu by using the red Remove Button button

NOTE:Customizations are specific buttons and do not affect the Menu Item itself or change attributes of the same Menu Item on different menus

Once the item is added to the Menu, click and drag the button to other available spaces on the Menu to rearrange as desired

Granting an Employee access to the SALIDOBridge requires that:

The Employee is assigned a Position associated with a corresponding Role which includes Bridge Access in the permission set (see Positions and Roles for details). This will vary by Organization.

The Employee Profile includes a valid email address

Employee Profiles should be updated as necessary to include both of the above.

To update an existing Employee Profile:

Login to the SALIDO Bridge and select Employees from the left-hand navigation

Select Employees from the drop-down menu

Locate the Employee from the list using the Column Headers as filters or by using the Search field in the top right

Click the Three Dots to the right of the Employee name

Select Edit from the drop-down menu

Enter a valid email address in the Personal Email field in the General box at the top of the screen

NOTE: While not required, it is strongly recommended to only associate Employee Profiles with email addresses in the Organization's domain

Assign a Position which includes Bridge Access in the corresponding Role's permission set

Select the blue Save button from the bottom right of the page

An invitation to set up a SALIDO Bridge Login and Password will be automatically generated and sent from [email protected] to the email address entered in step 6

Time Cards can be created directly on the SALIDO Bridge.

Log in to the SALIDO Bridge and select Employees from the left-hand navigation

Select Time Cards from the drop-down

Select the Options button on the top right

Select Add New Shift from the drop-down menu

On the New Shift pop-up, select the appropriate Employee from the drop-down menu

Select the appropriate Position from the drop-down menu

In the Shift box, click within the Started At field

Manually enter a new Clock In Date and Time (format: 01 Jan 2019 12:00 AM)

OR use the Date and Time selectors to update

Select a Date from the calendar popup to adjust the Date Stamp

Click the small clock icon below the calendar to toggle to the time adjustment pop-up

Use the Up and Down arrows to adjust the Time Stamp, or click directly on the Hours and Minutes to select even increments.

Toggle between AM and PM

In the Shift box, click within the Ended At field

Manually enter a new Clock Out Date and Time(format: 01 Jan 2019 12:00 AM)

OR use the Date and Time selectors to update

Select the Date from the calendar popup to adjust the Date Stamp

Click the small clock icon below the calendar to toggle to the time adjustment pop up

Use the Up and Down arrows to adjust the Time Stamp, or click directly on the Hours and Minutes to select even increments.

Toggle between AM and PM

Select the Add Break button at the bottom of the Shift box to add a break, and follow the steps above to edit the Started At and Ended At Date and Time

Select the blue Save Changes button from the bottom right of the page

Employee Profiles exist at the Organization level in the SALIDO Organizational Structure. They are created and managed on the SALIDO Bridge.

The Employee Profile contains an Employee's Position, Pay Rate, and the Brand(s) and/or Location(s) to which they have access. Employee PINs are also assigned in the Employee Profile, as well as email addresses for team members with access to the SALIDO Bridge.

NOTE: Permissions, as defined by an Employees Position and its associated Role(s), will be applicable across all Brands and Locations to which an Employee has access.

Create an Employee Profile:

Login to the SALIDO Bridge and select Employees from the left-hand navigation

Select Employees from the drop-down

Select the blue Create New button in the top right

Fill in all applicable fields (required fields are denoted by an asterisk)

General:

First Name*

Last Name*

Personal Email (required if Employee will have access to the SALIDO Bridge)

PIN User-defined 6-digit number (required ifEmployee will have access to the SALIDO POS)

Card ID Alphanumeric code found on the back of SALIDO Employee Cards

Alternate IDrequired if activated at the organization level (used often as the payroll ID)

FLSA Status* Is Employee Exempt (salary) or Non-Exempt (hourly)

Employment Period

Start Date* Employee's first day of Employment

End Date

Position

Name* Select Position from the drop-down menu

Add Pay Rate (optional)

Select the Add Pay Rate button from the bottom right of the Position box

Enter the Amount and Pay Schedule (Hourly / Weekly)

Select the Add Position button from the bottom right of the Employment Period box for Employees with multiple Positions

Select the Primary Positionfor an Employee with multiple Positions by toggling on the Primary toggle on that Position. ThePrimary Position should be the most frequently used Position. It will appear first in the list of available Positions when the Employee clocks in

To Remove a Position, select the Remove button from the bottom left of the Position box

Locations

Add Brands and/or Locations as necessary to properly scope the Employees access to within the Organization (Note: all brands will automatically appear when creating a new employee. If a new brand/location is added after an employee is created the new brand/location must be added to the employee profile)

EXAMPLE: A Director of Operations may require access to an entire Brand, while a Store Manager only requires access to their specific Location

EXAMPLE: A cashier may alternate between two stores in the same city, and require access to both Locations

Select the blue Save button from the bottom right of the page

A Position is a descriptive label which correlates exactly to an Employees position in the Organization. Positions are associated with a Position Category (typically FOH, BOH, Management) for Labor Reporting.

Common examples include:

Server

Bartender

Dishwasher

Line Cook

Cashier

Floor Manager

General Manager

Director of Operations

To create a Position:

Login to the SALIDO Bridge and select Employees from the left-hand navigation

Select Positions from the drop-down

Select the blue Create New button in the top right

Configure all applicable fields:

Name the Position

Select the appropriate Position Category from the dropdown menu

Roles -Check the appropriate Role(s)

REMINDER: Roles contain permissions to access features of the SALIDO POS and SALIDO Bridge

Card Authentication - ToggleCard & PIN or Card Requiredto determine whether or not anEmployee Card is required for an Employee using thisPositionto access the SALIDO POS

End open shifts when settling business days - Toggle Yes or No to determine if the shift of an Employee using this Position should be automatically clocked out at End of Day

Alternate ID - Define when applicable for third-party reporting platforms

Select the blue Save button from the bottom right of the page

Discounts can be created and applied at either the Check Level or the Item Level. Check Level Discounts must be defined as a fixed percentage. Item Level Discounts must be defined as either a fixed percentage or a fixed dollar amount. Check Level fixed dollar amount discounts and Open Discounts are not supported at this time.

Discounts are created and managed at an Organization level on the SALIDO Bridge by users with the appropriate level of access.

Login to the SALIDO Bridge and select Settings/Setup from the left-hand navigation

Select Discounts from the drop-down

Select the blue Create New button from the top right of the page

Name the Discount

Select if the Discount should be applicable to both Checks and Items, Checks only, or Items only:

Check & Item - choose a percentage from 1% to 100%

Check only - choose a percentage from 1% to 100%

Item only - choose either a percentage from 1% to 100% or a fixed dollar amount

Toggle On or Off if users should be prompted for a Note when applying the Discount (recommended)

Notes attached to Discounts appear in reporting, but do not appear on guest receipts

Toggle On or Off if the ability to apply the Discount should be restricted to certain Roles (recommended)

If restricting access, check all Roles that apply

Check all Locations within the Organization at which the Discount should be available

Select the blue Save button from the bottom right of the page

Add a Gift Card Payment to a Check

We partner with The Customer Connection (TCC), SVS and Paytronix for an integrated Gift Card solution. Users can swipe a Gift Card from the Order Screen at any time in the same manner as a Credit Card.

To redeem a Gift Card:

Enter an Employee PIN on the SALIDO Home Screen

Open a check from either the Floor Plan View or Checks View

Swipe a Gift Card at any time to add payment and enter the Payment Screen

Click the Pencil icon on the Payment Detail line to edit the Payment amount of a single payment if necessary

Enter the amount on the keypad

Select the blue/green Update from the bottom right of the screen

Note the amount is now highlighted in white and is fixed

To manually enter a Gift Card:

Open a check on the SALIDO POS

Select the Pay bar from the bottom of the Check Action Drawer in the bottom left of the screen

Select + Add Card from the bottom center of the Payment Screen

Select the Gift Card button from the bottom left of the Add Card screen

Using the keypad, enter the full Gift Card number

Fill in the Amount and/or Tip fields as appropriate

Verify the information entered, and select the blue Add button from the bottom right of the screen

Add or adjust additional payment(s) as necessary to reduce the Balance Due to zero

Alter / Adjust / Update a Gift Card Payment

or

Add a Tip to a Gift Card Payment

Gift Card payments can only be adjusted once after the initial authorization to change the total charge or add a tip.

Open a check on the SALIDO POS from either the Floor Plan View or Checks View

Select the Pay button from the Check Action Drawer in the bottom left corner of the screen

Locate the payment from the list

Click the Pencil icon on the Payment Detail line to edit

Select the Tip field

Enter the tip amount on the keypad

Select the blue/green Update from the bottom right of the screen

Refund a Gift Card Payment

Gift Card Payments can be refunded on the SALIDO POS during the same Business Day.

Select the Pay button from the Check Action Drawer in the bottom left corner of the Order Screen

Click the grey X icon on the right-hand side of the Payment Detail line

The Payment Detail line will highlight in red to display Confirm and Cancel buttons

Review the Refund information

Select Confirm to refund the payment

PLEASE NOTE: At this time, Gift Card payments or refunds can only be adjusted on the SALIDO POS one (1) time. Any additional adjustments or debits must be performed directly through the Gift Card Partner and will not show on SALIDO reporting.

Add a Cash Payment to a check

Open a check from the Floor Plan View or Checks View

Select the Pay button from the Check Action Drawer in the bottom left of the Order Screen

If a Bank is Open, the Cash Payment Screen appears by default

Cash Payments can be added in three (3) ways:

Fast Cash - Specific Denomination

Select a cash denomination to the left of the keypad to close the checkNOTE: Denominations will appear greyed out if the Balance Due exceeds the value of the denomination (i.e. the $10 denomination will not be available for a check with a $15 Balance Due)

Fast Cash - Exact Change

Select the green Pay button at the top right of the keypad to close the check

Partial Payment (add a Cash Payment of value less than the Balance Due)

Enter the appropriate amount on the keypad

Select the grey Add button at the top right of the keypad to add a partial cash payment

NOTE: Bank Tracking is controlled in Preference Profiles, and is therefore assigned on a per Terminal basis.

Remove a Cash Payment

Cash Payments can be refunded on the SALIDO POS during the same Business Day.

Open a check from the Floor Plan View or Checks View

Select the Pay button from the Check Action Drawer in the bottom left corner of the Order Screen

Click the grey X icon on the right-hand side of the Payment Detailline

The Payment Detailline will highlight in red to display Confirm and Cancel buttons

Review the refund information

Select Confirm to refund the payment

NOTE: Refunds of Cash Payments should be issued on the same Terminal at which the original Cash Payment was collected for clearer tracking inBank Reports.

The following five (5) Void Reasons are preconfigured for all SALIDO operators:

86'd Item

Changed Mind

Didn't Like

Entry Error

Testing

Additional Void Reasons are created and managed on the SALIDO Bridge at an operator's discretion based on their needs.

Log in to the SALIDO Bridge and select Setup/Settings from the left navigation

Select Void Reasons from the drop-down

Select the blue Create New button from the top right

Name the Void Reason

Select Save from the bottom right