Activate Classic - Employee Guide for Appetize

Description: Review the Employee Guide for Activate Classic below.

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The screen below is how the iOS version of Activate Classic appears. iOS devices can operate on battery power so they show the battery indicator and display the device name. If the credit card swipe and printer are connected, the status light will change to green.

Below is how the Android version of Activate appears. There is no battery indicator because they do not operate when power is lost.

Select the Login field to get the keyboard to come up and type in the account information. Once the username & password have been entered, select Login.

If this is a shared account where employees will use their PINs to sign into the register, you should see the screen below. They can swipe their card if configured or enter their PIN and press the enter key. If no PIN is needed, the menu will appear after pressing Login.

Users can simply touch on any of the items being ordered, and it will appear in the cart on the right side. There will be a running total for this transaction. If an item was accidentally entered or the guest changes their mind they can tap on the red X to the right of the item or clear the entire cart by hitting the appropriate button. Once the guest is ready to pay they can use any of the payment keys in the bottom right corner.

Processing payments. Add items to the cart and if a credit card payment, simply swipe the card. For a cash payment, select the Cash & Credit button. A smart quadrant will appear, select the desired amount to finalize the transaction.

After completing a transaction, the Thanks screen will display. On the right side, options may display for printing, email, and text receipts depending on how you want your system configured. Once ready to move on to the next transaction, select the Thanks screen.

House Account payment. Add items to the cart, then select On House. Any available house accounts will be listed. Select the appropriate account and then Finalize Payment.

Split Payments. Add items to the cart, then select Split. The first option is Split Evenly. If more checks are needed, select the Plus button and then close the checks with each form of payment. Close each check to the appropriate tender.

Split by Amount. Add checks if needed, then tap to edit the amount. Type in the amount, and as you enter in totals, the remaining balance will decrease until you are at $0 Remaining and all checks have been closed.

Split by Item. Hold down on an item and drag it over to any of the checks. Do so until all items have been moved and all checks have been closed. 

Note: All checks must be closed out. Closing one check, leaving the screen then returning will undo anything done prior to finalizing all payments.

Discounts. Add items to the cart, then select More – Discounts. Apply the appropriate discount, then select Payments and close out the transaction to the appropriate tender.  

Tabs. Add items to the cart, then select Check.  

If any tabs are already open, they will be displayed. To create a new tab, select one of the three options. Depending on your setup you may have all three options or less. If you select Open with Credit Card, swipe the credit card, then select the seat assignment (if enabled) as seen a little further down.

If selecting Open with Name, type in the check name and then Confirm Name to proceed to the next step.

 
Use your finger to slide up and down to select the seat assignment if enabled. Each vendor can be programmed to show different levels or sections. When the seat assignment is correct, select Confirm Seat.

After confirming the seat assignment, you will be brought to the screen below. To move on to the next check, select Return to Menu. When adding items to the open tab, add items to the cart, select check, and then select the check you would like to add these items. When ready to close out, select Check, select the open check, select Closeout Check, and if a credit card was used to open the check you can use this as the payment. If not, you can choose to use any form of payment.

Side Menu. Hold your finger for a few seconds in the upper left corner by the Appetize logo and the name of the employee or account.  

A side menu will appear. See the image for descriptions of each button.

 

Checking for offline orders, reprinting checks, refunds.

Bring up the side menu and select All Orders.

To refund, select the check to bring up the details. If refunding one item, slide to the left on the item to see the red refund button. If refunding the entire order, select Issue Refund. 

When refunded, you will see the screen showing the refund for the item.

If you refund the entire check, you will get two confirmation screens to appear to confirm. It is important that if it is a credit card transaction you are certain with the refund because the process is not reversible.

Inventory. Bring up the side menu and select on Inventory. Press + Count In. (An event must be open in Connect, and the POS must be online).

Press Continue to proceed. 

Select the first line and enter the starting count. If there is 0 of any product, 0 must be entered. All fields must be entered, or an error will appear when selecting Save and Finish.

After selecting Save and Finish, another confirmation will appear. Select Continue to proceed. Press the back button and begin the day with sales. When ready, proceed back to Inventory. Now we will be entering in the final counts. Select on Count Out.

Enter all fields for Waste, Comp, and Count Out. When complete, select Save and Finish. Again, each field must have an entry.

Select OK on the confirmation that appears after saving.

If the user tries to enter the count out again, the error below will appear.
Note: This error will also appear if trying to enter count when the event isn’t open or no open stand sheet for the vendor.  

Cash Register (Entering in bank): Bring up the side menu and select Cash Register. Under Cash Start, enter the starting bank of the cashier or the vendor, depending on your setup. After entering, press Save. Once the cash start is entered, it will disable any further starting bank entries for that event.

After pressing Save and if the register is online, you will receive the alert below. Select Ok to continue.

When the shift is over, the user will return and then select Shift Close. Enter the number of bills for each denomination and then select Move to Coins.

Enter the number of coins, then select Move to Rolls to continue.

If there are any rolls of coins, enter the number of rolls and then select Save.

Select Ok to confirm the closing bank.

If the register is online, you will receive the Success confirmation. Select Ok to continue.

End of Day. Check to make sure all transactions are completed by bringing up the side menu and selecting All Orders. Nothing is showing in Offline or Opened Checks.

Once all orders have been confirmed, go to the side menu and select Finalize Day. We can customize this screen with any sales data that is needed. Depending on your requirements, the user can print their totals to submit with money. When the user is finished, make sure they select Logout so the next user can log in.