====== Start Menu ======

{{:pos:start1.png?200 }}The name at the top of the start menu is the name of the user who started that instance of POS. The user who started that instance of POS permissions determine what functions are available in that instance of POS. Pictured here is the Owner level start menu, Managers, Inside, or Driver start menus have fewer tools.

The Current location: lists the franchise ID and city of the user's native store when POS starts. [Some users have access to more than one location.] Also, there if the store has Online Stats Off there is a message displayed in the taskbar. This is a SESSION variable is only active when a user signs into POS. The message will be there until Online is On and the user signs in again.

Below that is the list of menus.


===== Orders =====

<fs large>**[[pos:refund_orders|Refund an order]]**</fs> Tap for details. Only appears when POS is started by an Owner level user.


==== Current Orders ====

This is the list of current orders for all stores where the user who signed into POS has [[pos:new-friends#User Store Access|User Store Access]]. New orders are at the top. They are grouped by order status, Ready, Out, Closed, Canceled, and Refund. Tap the up or down arrow next to the column name to sort the orders by that column.

{{:pos:start2.png}}

There is a "Phone number filter" if you enter the phone number of the customer with "-" as 999-999-9999 and it will display orders placed with that number. Although, it is amazing how many customers have no idea of the phone number that was used to place their order.

There is an "Order number filter." This must be done very quickly to click on the order when it is displayed.

To use the other buttons at the top of the screen. You must select/highlight an order on the list before any button will work.

The "Update Status" button is used to move the order from Ready status to Closed status. It will only be available for orders in Ready status that are fully paid.

The "Edit" button will open the order for editing. Do not use this button to merely payout an order. After editing an order, you must place the order and that reprints the tickets. If there is no change in the order that extra ticket can be confusing at the make table.

The "Cancel" button cancels the order and voids any credit card authorization. Identification is required.

The "Void Delivery" button is for a delivery that was Checked Out by the wrong driver. It merely returns the order to ready status.

The "Map" button displays a map of the selected delivery.

The "Payments" button is for when you want to apply a payment to an order. Orders must be paid to move to close status. After an order is paid, it is automatically moved to close status.

The "Reprint Tickets" menu gives the option of reprinting tickets for the selected/ highlighted order.

  * Makeline Ticket - The Kitchen ticket with the order information that prints at the make-table.
  * Delivery Ticket - The Delivery ticket that prints with the order information and delivery map on the Delivery printer.
  * Credit Authorization Ticket - The 2 credit card receipts printed. One for customer and one to retain.
  * Customer Receipt - This is a receipt with all the order items and prices listed. It is meant to be given customers who want a receipt. It is not printed automatically.

Column Labels\\

  * Store # = Franchise
  * Order # = Order number
  * Count = Customer order count
  * Type = Whether it’s a pickup or delivery
  * Source = Where the order came from
  * Entered = Time the order was entered
  * Due = Time the any scheduled order is due
  * First Name = Customer first name
  * Last Name = Customer last name
  * Phone = Customer phone number
  * Address = Delivery address
  * Payments = Amount paid
  * Total = Total for that order
  * Mins = Elapsed minutes since order was entered

{{:pos:start3.png}}

At the bottom of the Current Order screen the "Driver Check In" button opens an identification window for a returning driver to Check In.

The "Delivery Routing Map" button will display a map with a pin for each of the deliveries in ready status on the screen.

The "Check out Selected Orders" button will open an identification window for the driver. Any of the deliveries he has selected will be assigned to the driver identified.

The drivers who are working and have checked out on a delivery are listed below that. The name of the driver is displayed in green, if they are checked in, with the time they checked in. If the driver is on the road with a delivery their name is red with the time they left with the order(s).


==== Current Pickups ====

A duplicate of the Current Order screen listing only the Pickups.


==== Current Deliveries ====

A duplicate of the Current Order screen listing only the Deliveries.


==== Take a new Order ====

<fs large>**[[pos:searching-pos#Searching Order History|Search Order History]]**</fs> Tap for details.


===== Customers =====

**<fs large>[[pos:searching-pos#Searching Customer History|Search Customers]]</fs>** Tap for details.


===== Users ===== 
==== Messaging ====

Appears only for Owners

This tool allows owners to sent message to their team. A message can be sent to one or more individuals. There is an option to select single users or users by Role or by Store. Amy message sent to the users selected will be displayed to them in the POS when the clock in. To stop the message from appearing every time they clock in they must tap the fingerprint reader acknowledging that they have read and understand the message.

One can view the list of users who were sent the message and see which users have failed to acknowledge the message.


**<fs large>[[pos:new-friends#User Store Access|User Store Access]]</fs>** Tap for details. Appears only for Owners with Owner access to more than one store. 


**<fs large>[[pos:new-friends|Users]]</fs>** Tap for viewing, adding and editing user details.

==== Schedule ====

==== Timecards ====

==== Driver Handbook ====


===== Product Videos =====

===== JOES Software =====

===== Documents =====

===== Spend/ Receive =====

===== Reports =====