Description: The side panel is accessed by tapping the Hamburger icon in the top left-hand corner of the main home screen. The menu is broken into three subsections:

Notes: If any of these options are configured to require an Admin PIN to access (via Permissions Sets> Menu tab or Employee Role> Manager Override), they will migrate to the Manager section of the side menu.
Some of these options can change depending on what is enabled in the Permission Sets.

Access the Activate Side Panel Menu

Log into Activate
Select the Hamburger menu button in the upper left corner of the screen.
The Side Panel will appear on the left side of the screen.

Cashier Section

All Orders

The All Orders tab contains the transaction history made on a specific date or all dates by a specific Account. It lists the orders by Order ID, Check Name, Employee, Last Touch, Order Type, Order Time, and Amount.

Note: This may ask for a Manager PIN depending on the Employee Role/Manager Override settings.

You can filter the information shown here by:

Employee: The dropdown defaults to ALL but can be used to choose a specific employee.
Open Search: Enter any parameter or string to search (Employee, Customer Name, Order ID, Amount, etc.).
Order Type: Choose a specific Order Type.
Date: Choose a specific date to look at.
Order Status: The Orders are displayed on the tab corresponding to their current status.
- Closed: Transactions that have processed successfully.
- Open: Transactions that have been created as an Open Check and have not been closed.
- Offline orders: Transactions in a queue awaiting transaction upload and verification.
- Sync/Declined orders: Transactions that could not process successfully.

Refund

This places the screen into Refund Mode, which allows you to enter any items or orders to be refunded.

Note: You can also refund an Order under the Closed tab of the All Orders screen.

Printers

All synced printers are listed.

Diagnostics

The Diagnostics tab shows the device's current status along with diagnostic information.

Peripherals: A list of peripheral devices and their current status.
- A Green Check appears if a peripheral is communicating to the POS.
- A Red X appears if the connection is down.
Version: The Activate version that is currently installed on the device.
IP Address: The current IP Address of the device.
Terminal ID: The ID that was assigned to the terminal.
Force Check In: The terminal will check in with the server rather than wait for the next auto check in.
Send Diagnostic Info: Support may also ask a user to send Diagnostics containing logs from the device used to troubleshoot an issue.
Reset Cash Drawer Assignments: Remove the current cash drawer assignments.

Finalize Day

Finalize Day is used to view Sales totals, generally at the end of a shift or event. Totals can be viewed for the specific employee logged in to the POS at that moment under SERVER TOTALS, or all totals for that specific POS Terminal under LOCAL TOTALS.

The screen provides a summary, as well as the amount of Cash, Credit, House, and Custom Tender totals including Sales, Fees, Tips, and Taxes.

A set of buttons along the bottom allow you to:

Print Totals: Print the details currently on the screen to a Receipt Sheet. The manager can include this with the Cashier’s money to balance in the Office.
Open Cash Drawer: Open the Cash drawer to count the current cash totals.
Show All Items Sold: A breakdown of items sold by the Server or Terminal.
Shift Close: Not currently utilized in ActivateX.
Logout: Logout the current user to the Employee Login screen.

Refresh

The POS automatically updates any changes you make in Connect. You may not want to wait for the auto-update to run and can manually initiate a Refresh by selecting this option. It can take up to 30 seconds to run.

Assign Cash Drawer

This allows the manager to assign the cash drawer for the employee currently logged into the POS. Please see Cash Drawer Assignment for more details.

Manager Section

Auto Print

Auto Print allows the completed transactions, including offline, to print automatically once payment is received.

Open Cash Drawer

The cash drawer pops when selected.

Note: Depending upon how the Venue is set up in Connect, a PIN may be required for access to some of these features.

Cash Management

This takes you to the Cash Management Screen. This allows you to create and view:

Cashiers Starting Bank
Initiate Cash Drops
Pay In or Out
Enter Cash End

Synchronization

This should only be used when Check Syncing is turned on.

Logout

Log out of Activate and return to the original login screen.

Resize Item & Check Grids Section

Item Grid Columns

This allows the current user to configure their Menu screen to show items between 3 and 6 columns. The size of the buttons decreases as more columns are configured, allowing more items to appear on the screen at one time. Fewer columns increase the size of the buttons while decreasing the number of items that can appear on the screen.

Item Text Size

This allows the user to change the font size displayed for the Price and Name of the item. Use this setting to increase or decrease the size with preset options between 12 and 32.

Check Grid Columns

This controls the number of Open Checks displayed on the Checks Screen and can be configured with 3 or 4 columns.

What Can We Help You With?

Side Panel Overview in Activate Classic for Appetize