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Point of Sale

Less than 1 minute

This is the module where most of the settings for the Selflane App (on the iPad) are set.

General settings

  • Edit the hour your business day ends, by using the time dropdown menu. The default is 12:00 midnight, which is most common. If you have a bar you may want to choose a time that is at least an hour after your closing time. This will be the cut-off time for the business’s daily financial information.
  • Cash drawer initial fund The starting amount of cash in the cash drawers.
  • Present Items Alphabetically in Make Order Screen. If you want the menu items will be listed alphabetically on the iPads. When turned off the menu can be sorted to your preference.
  • Require clock in When on, the server is required to clock in before entering an order.
  • Require photo clock in Turn on if you require camera capture when clocking in.
  • Clock out anytime When off the server should close all orders under his/her name before clocking out.
  • Tip details in report When on, tip details will show in the reports.
  • Hide fee & tip in online order When on, the fee and tip will not show on the online order receipt.
  • Tip cc processing fee apply to employee When on the percentage to be charged to the employee for the credit card tip amount.
  • Discount details in report When on, discount details will show in the reports.
  • Auto open drawer in cash payment When on the cash drawer will open when a cash payment is executed.
  • Allow any staff to open drawer When on, any employee in the staff module can open the cash drawer. Recommended if robbery is likely.
  • Enable multiple shifts for daily operation When on, a business can close out multiple shifts per day. Recommended for cash accountability for shift cash accountability.
  • Print all charges separated by station (default is cash charges only) When on, all tender options will show up per station (only when each iPad is assigned a station number).
  • Preauthorize credit card Allow open tab A business can preauthorize a credit card, so it is not necessary to present the credit card again.
  • Must select a required modifier When on, a required modifier must be selected. Recommend being turned on.
  • Pop dish editor only if with required modifier When on only required modifiers will be shown on the order screen. Recommend being turned off.
  • Skip select seat for dine-in order When on, the seat and table entry will not be required. If the business wishes to know guest counts this should be turned off.
  • Default Party Size.
    • Set to 0 to mandatory select seat.
    • Set to any other number to automatically utilize it for guest count. The default Party size can always be overridden.
  • Do not allow cancellation of online orders from POS – When on, the online orders cannot be canceled from the iPads. It can be canceled in the back office with the correct credentials. Online delivery orders cannot be canceled at the business level. A Selflane representative must be contacted with the delivery order number and guest name.
  • Do not allow exempt tax When on, a tax-exempt transaction cannot be processed.
  • Allow send and pay When on, a server/cashier can collect payment for orders immediately. This option can be set to “Pay and Send”, the ticket will not be sent to the kitchen until the order has been paid for.

To Go

Set up the types of to-go orders you want to offer.

  • Delete any types you do not offer by clicking trash.
  • To add an additional type click Add More and Type in the description.
  • If you want any type to close automatically, slide the Auto-Close toggle to the right.
  • To edit the position on the POS system, click the up or down arrows located to the left of the red trash can.

Printing

POS Printing Settings

Kitchen Printing

  • Extra space in kitchen printing head.
    • If the default header of regular is not long enough for the printed copy to clear the kitchen rail, the header has two more settings, Extra and Long. The setting can be changed by using the dropdown menu for this setting.
  • Kitchen Item Font Size
    • If the default size of regular on the kitchen copy is not large enough, the setting can be changed to a large font by using the dropdown menu for this setting.
  • Kitchen Printer #1 cannot be renamed at this time.
  • Kitchen 2 Name
    • The name of Kitchen Printer 2 can be changed here. Highlight or delete the name and type in the preferred name (Fry, cold, expo etc.)
  • Kitchen 3 Name
    • The name of Kitchen Printer 3 can be changed here. Highlight or delete the name and type in the preferred name (Fry, cold, expo etc.)
  • Graphic Mode (Might be slow with impact printers).
    • Asian languages (Any Language)
    • When utilizing this option, the keyboard needs to be set for the specific language.
  • Print Both Language
  • Both English and the other language will print on the kitchen copy.
  • Include total price of dishes to each station.
    • If the business wants to monitor the order’s pricing, if turned on, the pricing of the order will print on the kitchen copy of the order.
  • Auto print to bar
    • This must be set to on if a Bar Printer is being used.
  • Print Seat Number to Kitchen
    • If this setting is turned on, it can assist the expediter and runners to know which seat each dish is to be delivered to.
  • Copy all items to main kitchen printer.
    • If this setting is turned on all items will print to the main kitchen printer. This may allow a Kitchen Manager to monitor kitchen flow.

Customer Receipts

  • Do not print restaurant/customer receipt on charge.
    • When this is set to on, a merchant receipt and customer receipt will not print when a credit card transaction is completed.
    • On the POS an option will be given.
  • Print customer copy for credit card receipt.
    • When this is set to on, a customer receipt will print when a credit card transaction is completed.
  • Print customer copy on customer-facing display tip adjusted.
    • When this is set to on, a customer receipt will print after the customer completes the transaction on the front facing display.
  • Auto print customer receipts for to-go orders.
    • When this is set to on, a to-go customer receipt will print when the order is sent to the kitchen.
  • Print modifiers' price.
    • When this option is set off, the complete price of the dish will be printed. (Base price + modifier upcharges).
    • When set to on, the complete price of the dish, & each modifier price will also print. With a few guests this can reduce the confusion.
  • Print modifiers by line. Default is separating by comma.
    • When this option is set on each modifier will print on separate lines (uses more paper).
  • Print zero priced items.
    • When this is set to on, menu items with $0.00 price will be printed on the guest receipt (tap water, condiments, or any other no charge item).
    • Print Order QR Code
      • When this is set to on, a guest with a Selflane account can save the order to their account by opening their Selflane app and scanning this QR code.
  • Print Selflane.com at the bottom.
    • When this option is set to on, “Selflane.com” will print at the bottom of the guest check.
    • This will give guests the opportunity to create their own account for online ordering.
  • Receipt Bottom Message
    • The business can add a thank you, information of upcoming events, or any other messages for your guest.
  • Customer Receipt Graphics (optional)
    • The Restaurant graphic Name will appear at the top of the receipt.
      • Click “Choose an image” to scan your computer for the required image (i.e., Logo).
      • The size of the image can be adjusted by sliding the Width and Height slide bars.
      • Click Save
  • Receipt Graphic Message
    • This graphic will appear at the bottom of the receipt.
      • Click “Choose an image” to scan your computer for the required image (i.e., Logo, QR Code).
      • The size of the image can be adjusted by sliding the Width and Height slide bars.
      • Click Save

Gift

Gift Certificate Types (paper) To create a Gift certificate, click the + Add in the upper right of the Gift Certificate Types Box.

  • Type in the name of the gift certificate.
  • Click the require ID box if you require a positive ID for the quest to use the gift certificate.
  • If permanent deletion of a gift certificate is necessary, click the .
  • When finished with all Gift Certificate Types click Save.

QSR

Quick Service Restaurant If your business is a QSR set these options. Slide the Mandate toggle to on, to require a tag number.

  • Title the tag (Tag, order number etc.)
  • Slide the tip toggle to on, if you want to add a tip line to the guest receipt.
  • Click Save.

Discounts

The discounts named here will show up when the discount in the order screen is activated (See POS Page 45).

To create a discount, click in the upper right of the Customize Discount Names Box.

  • Title the discount (Employee, First Responders, etc.).
  • To add another discount, click in the upper right of the Customize Discount Names Box or hit the down arrow on your computer.
  • When complete Click Save
  • If permanent deletion of a discount is necessary, click the X

Cash Discounts

In this setup, you have the option to give a discount to customers when they are paying with cash or add a surcharge (name varies) when paying with a credit card. Please note that Selflane is offering this setup only as a software option for your business. You need to consult with your accountant or lawyer to understand if the choice you made complies with your local laws and regulations. The incorrect practice may cause legal and financial challenges to your business. This Option may change as regulations change.

To set the cash discount, choose the type of cash discount you prefer, by using the dropdown menu in the Program box at the bottom of the screen.

  • True-Cash Discount: customers get a discount on the menu price when paying with cash.
  • Non-Cash Adjustment: customers pay an extra % from the menu cash price when paying with credit card. You may need to present both cash and card price on the menu.
  • Surcharging: customers pay extra from the menu price when paying with credit card.
  • Service fee: customers pay an extra fee when paying with credit card.
  • Convenience fee: customers pay an extra fee when paying with credit card.
  • Dual Pricing: Customer receipts will display both Card Price (which is the menu price) and cash price applying the discount present entered.
  • Click Save

Payment

The payment settings for the POS (iPads) platform.

Acceptable Methods

Slide the toggle to the right of the payment type to allow that type of payment.

  • Credit Card (PAX Terminal)
    • Semi integrated (When the credit card transaction is approved the order will automatically close.
  • Stripe Reader
  • External Card Reader
    • No integration (The approved credit card transaction must be entered manually in the POS system)
  • Check – Slide to on if you want to accept checks.
  • Gift Certificate – Slide to on if you want to accept Gift Certificates.

Gratuity

  • Allow gratuity.
    • This toggle must be set to on if the business desires to accept tips.
  • Include Tax in Calculation – With this set to on, the tip percentage will be calculated with the tax included.
  • Allow auto gratuity.
    • This setting will allow the business to automatically add a tip to a guest check when a predetermined number of guests reach the threshold, with a predetermined percentage tip.
      • To set this up, slide the toggle to on.
      • Type in the number of guest threshold.
      • Type in desired tip percentage.
      • Scroll down to the bottom of the page and click Save.
  • Separate server & kitchen tip (Uncommon) – When set to the on position a server tip line and a kitchen tip line will print on the customer receipt.
  • Suggest Tip – When this option is set to the on position, the tip amount of your suggestive tip percentages will be displayed at the bottom of the guest check.
    • Tip Line Style
      • Compact – This will show what the tip will be for each of the suggested tips.
      • Informative – Upon the completion of the credit card transaction a box will be displayed at the bottom of the guest check. The customer can either write in the tip or put a check mark next to the suggestive tip.
    • Tip Tier 1
      • Enter a description for the tip. (For example, “GOOD.”)
      • Type in your preferred tip percentage (most common 18%).
    • Tip Tier 2
      • Enter a description for the tip. (For example, “REALLY GOOD!!”)
      • Type in your preferred tip percentage (most common 22%).
    • Tip Tier 3
      • Enter a description for the tip. (For example, “FANTASTIC!”)
      • Type in your preferred tip percentage (most common 25%).
  • Front Display Suggest Tip Rate – If your business is utilizing the Front Display System.
    • Type in the suggestive tip percentage default that will display on the Front Display screen (0%-25%)
    • The customer may choose a customized tip.

Tip Sharing (Not Common)

Some restaurants will share tips with the staff. To set this option click .

  • Type in the name of the sharing position (Bar, Kitchen, busser etc.).
    • Enter the percentage rate for that position.
  • Repeat for each position.
  • When all position are assigned click Save

This option is only a tool for calculating the share percentages for each server. It will only be shown on each server’s report.

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