Slice REGISTER User Manual Download Page 37

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HOW TO CREATE

A DISCOUNT

There are optional, preset discounts available on Slice Register .
Set them up for your staff and save time on orders .

Here’s how:

Log in to your Owner’s Portal

1. Go to your Owner’s Portal: httpl://owners.slicelife.com/shops
2. Enter your username and password

Summary of Contents for REGISTER

Page 1: ...YOUR INTERACTIVE GUIDE TO GET THE MOST OUT OF REGISTER SLICE REGISTER USER GUIDE...

Page 2: ...Customer Creation 21 24 2 7 2 Customer Lookup 25 2 8 Settings 26 3 How to change your button layout 28 35 4 How to create a discount 36 41 5 Cash drawer management 42 44 6 X Reports and Z Reports 45...

Page 3: ...Page 3 BACK TO CONTENTS HOW TO LOG ON Back to Contents...

Page 4: ...Page 4 BACK TO CONTENTS 1 HOW TO LOG ON 1 Turn tablet on 2 Log in...

Page 5: ...Page 5 BACK TO CONTENTS 3 Choose your tablet Select your shop and select Register And you re all set 1 HOW TO LOG ON...

Page 6: ...SLICE REGISTER HIGHLIGHTS Back to Contents...

Page 7: ...Page 7 BACK TO CONTENTS 2 1 NAVIGATION BAR Menus Customers Orders Cash Management Delivery Management Optional Feature Settings...

Page 8: ...Deletes the entire order Note Add a freeform note to any order Discount Opens the preset discount options Delivery Change order type with a tap Modify Edit customizations or options Add extra charge...

Page 9: ...n Menu item list Search Quickly search for any menu item Print Print to kitchen or on customer s receipt Copy Creates a copy of this order Left column Menu category list Hold Pauses order for later St...

Page 10: ...made order entry and modification easier faster and more error proof Here s how You can select which order type you need right off the bat pickup delivery or dine in You can add freeform text notes t...

Page 11: ...e order to next or previous order status or simply swipe the order line left or right to move it to the next or previous order status Five Quick Changes to Make Orders Easier Four new ways to sort you...

Page 12: ...by Cash Card or Other Credit card terminal you are connected to shows here View other available credit card terminals here Easier Faster Payments Now navigating from order to payment is even easier Cr...

Page 13: ...YMENTS Select for 3rd party Uber Eats DoorDash etc orders Other payment methods surfaces many commonly used other payment methods for you to use If you do not see the payment method in which you need...

Page 14: ...low you can disable the tip screen by clicking the Show Tip Screen toggle in Settings Card Tips After Payment Tips can only be added after the payment if the user selects No Tip on the Register during...

Page 15: ...Page 15 BACK TO CONTENTS 3 Input the tip amount and select Add Tip 4 Select Confirm Tip 2 5 1 TIP GUIDE CARD PAYMENT Confirm Tip Add Tip...

Page 16: ...Page 16 BACK TO CONTENTS 2 5 1 TIP GUIDE CARD PAYMENT...

Page 17: ...d 2 Choose Card as the payment mehod 3 Select a tip amount from the pop up window s list No additional steps are needed on the payment terminal If you get an error message your terminal may need to be...

Page 18: ...Page 18 BACK TO CONTENTS Cash Tips After Payment 1 Enter the order as you normally would 2 Collect payment 3 Select Add in the transaction pane on the right 2 5 2 TIP GUIDE CASH PAYMENT Add...

Page 19: ...Page 19 BACK TO CONTENTS 2 6 1 CASH MANAGEMENT End of Day Reports View end of day reports Start Start a cash drawer for the day Active Cash Drawers View open cash drawers take actions on those drawers...

Page 20: ...e cash drawer Paid In Opens cash drawer and records the reason and amount paid in Paid Out Opens cash drawer and records the reason and amount paid out X Report View a sales report for the day so far...

Page 21: ...formation or their particular order faster than before You can either do this when selecting an order type or by selecting the Assign Customer to Order button This means 1 You can search for a custome...

Page 22: ...Page 22 BACK TO CONTENTS 2 7 1 CUSTOMER CREATION Viewing a customer record has never been easier You can add a user s new address on this screen then tie that customer to a specific order...

Page 23: ...Page 23 BACK TO CONTENTS 2 7 1 CUSTOMER CREATION To create a new customer quickly fill in the quick entry fields...

Page 24: ...Page 24 BACK TO CONTENTS 2 7 1 CUSTOMER CREATION View customer information at the top of your order entry screen to ensure accuracy...

Page 25: ...TENTS 2 7 2 CUSTOMER LOOKUP Add To Order Add a customer to an open order Add New Customer Add a new customer profile to the customer database Text box Search for customers with their information in th...

Page 26: ...ans your internet connection is slow Green means your connection is good What s New Learn about the latest Register feature releases here Download Changes from your Owner s Portal Changes you have mad...

Page 27: ...BACK TO CONTENTS 2 8 1 WHAT S NEW Learn about our latest Register features with a tap Select the What s New button to view a page of the new features Check it regularly to get the most out of your Re...

Page 28: ...Page 28 BACK TO CONTENTS HOW TO CHANGE YOUR BUTTON LAYOUT Back to Contents...

Page 29: ...OW TO CHANGE YOUR BUTTON LAYOUT Customize how Slice Register s Category and Item buttons are laid out Log in to your Owner s Portal 1 Go to your Owner s Portal httpl owners slicelife com shops 2 Enter...

Page 30: ...Page 30 BACK TO CONTENTS Go to the Menu section 1 Select Menu from the tab on the left 2 Select Slice Register Slice Register Menu Tab 3 HOW TO CHANGE YOUR BUTTON LAYOUT...

Page 31: ...ms 1 Drag and drop Categories according to your preferences 2 Expand each Category 3 Drag and drop the items within each Category according to your preferences Drag and drop to arrange Select to expan...

Page 32: ...return to your Slice Register and accept the changes you ve made 1 Log in to Slice Register 2 Select the settings icon gear in the lower left corner 3 Select Download Changes from Slice And you re al...

Page 33: ...ith colors to make your Slice Register even more efficient Things will be both easier to find and quicker to group You can make all salads green all pizzas red all appetizers purple and more Here s ho...

Page 34: ...Page 34 BACK TO CONTENTS Don t forget to download changes on your Slice Register 3 HOW TO CHANGE YOUR BUTTON LAYOUT...

Page 35: ...n Don t waste paper or bother the back house Choose what you don t want to send to the kitchen Here s how 1 Go to Menu 2 Select Items 3 Select Edit 4 Select Register Printing Don t forget to download...

Page 36: ...Page 36 BACK TO CONTENTS HOW TO CREATE A DISCOUNT Back to Contents...

Page 37: ...There are optional preset discounts available on Slice Register Set them up for your staff and save time on orders Here s how Log in to your Owner s Portal 1 Go to your Owner s Portal httpl owners sli...

Page 38: ...Page 38 BACK TO CONTENTS Go to the Discounts section 1 Select Discounts from the tab on the left Discounts 4 HOW TO CREATE A DISCOUNT...

Page 39: ...Page 39 BACK TO CONTENTS Select Register Discounts 1 There are two tabs available pick Register Discounts Register Discounts 4 HOW TO CREATE A DISCOUNT...

Page 40: ...CK TO CONTENTS Add a new discount 1 Select Add New Discount in the upper right corner 2 Fill in the details to your new discount 3 Finish by selecting Create Discount Create Discount 4 HOW TO CREATE A...

Page 41: ...counts you need to return to your Slice Register and accept the changes you ve made 1 Log in to Slice Register 2 Select the settings icon gear in the lower left corner 3 Select Download Changes from S...

Page 42: ...Page 42 BACK TO CONTENTS CASH DRAWER MANAGEMENT Back to Contents...

Page 43: ...ay Use Slice Register to open your drawer take money out or put it in Starting a new day with your drawer is easy 1 Log in to Slice Register 2 Select the money stack icon in the left navigation 3 Sele...

Page 44: ...ack every dollar that goes in or out 2 Keep no records of what goes in or out If you manage your drawer regularly select Paid In or Paid Out for non sales related cash that goes in or out during the d...

Page 45: ...Page 45 BACK TO CONTENTS X REPORTS AND Z REPORTS Back to Contents...

Page 46: ...ORTS Slice Register can run two reports 1 X Report shows sales throughout the day 2 Z Report is run as the final report of the day X Report Go to Cash Management 1 Select the cash stack icon 2 Select...

Page 47: ...Page 47 BACK TO CONTENTS 6 X REPORTS AND Z REPORTS X Report Button X Report Select X Report 1 Choose to print to screen or send to printer...

Page 48: ...e card sales Offline card sales Cash Sales will be broken down in a number of ways By Type Pickup Delivery Dine In By Channel Online Offline Z Report Go to Cash Management 1 Select the cash stack icon...

Page 49: ...Page 49 BACK TO CONTENTS ENTERING AN ORDER Back to Contents...

Page 50: ...BACK TO CONTENTS 7 ENTERING AN ORDER Entering new orders is quick and easy Add and customize items include extras and make notes on the fly Go to the Menu section Select the Menu icon pad and pen Pad...

Page 51: ...O CONTENTS 7 ENTERING AN ORDER Enter an order 1 Select the category 2 Select the item within that category Selected items will appear on the right side of the screen Parent Category Child Category Ite...

Page 52: ...on options on the right side of the screen Make sure all items in red have a selection associated with them Optional customizations will appear in green Select them to further customize the order Gree...

Page 53: ...Delivery Zones and Fees Create delivery fees for specific delivery zones or enter a custom fee on your own Select Add delivery charge choose a pre established delivery or enter a customized fee in th...

Page 54: ...Page 54 BACK TO CONTENTS 7 ENTERING AN ORDER Select the size toppings and any extras for your menu items in the modifiers flow Double toppings can now be added by double tapping the topping box...

Page 55: ...e that this option is set up in your Owner s Portal For information about preset discounts go to Chapter 3 Order Note This option will open a free text box Commonly used notes are located at the top o...

Page 56: ...Page 56 BACK TO CONTENTS RECEIVING AN ONLINE SLICE ORDER Back to Contents...

Page 57: ...ill immediately be sent to the kitchen The payment has been collected and the customer information added to the customer database Getting an order on an inactive screen If there has been no activity o...

Page 58: ...new Slice Register update allows you to accept reject and change the timing of orders which will keep more of your customers happy Please be sure to accept reject every order to avoid phone call conf...

Page 59: ...e scheduled orders will be available to accept or reject as you would for any incoming online orders Once accepted scheduled online orders will move under the Scheduled order status within the Order M...

Page 60: ...have selected an order you can Confirm the default delivery or pickup time Select a modified delivery or pickup time After you have confirmed the order the expected ETA will be sent to your customer...

Page 61: ...ORDER Rejecting Orders To reject an order 1 Select the order first 2 Select Reject Order on the top right 3 Select why you are rejecting the order Your customer will be alerted that their order has b...

Page 62: ...CONTENTS 8 RECEIVING AN ONLINE SLICE ORDER Getting an order on an active screen A notification will appear in the top right corner to tell you that a new Slice order has come in while you were using...

Page 63: ...Page 63 BACK TO CONTENTS 8 RECEIVING AN ONLINE SLICE ORDER Go into the Orders section 1 Finish what you were doing 2 Tap the Orders icon stack of documents Orders Icon...

Page 64: ...Page 64 BACK TO CONTENTS 8 RECEIVING AN ONLINE SLICE ORDER Review the new online order 1 Tap the new order to review it If there are any issues call Slice 888 974 9928...

Page 65: ...13 47 Adjust Order 7381630 Making an adjustment Select whether you are going to add a charge or give a credit A freeform text box in which you can enter custom amounts will appear Please note adjusted...

Page 66: ...Adjustment After the adjustment has been made the change will appear as part of the order s confirmation As usual the order must be accepted and its ETA confirmed to appear on the order management sc...

Page 67: ...Page 67 BACK TO CONTENTS 8 RECEIVING AN ONLINE SLICE ORDER ADJUSTING AN ORDER Just so you know Adjustments work just like current SliceOS adjustments...

Page 68: ...Page 68 BACK TO CONTENTS DELIVERY MANAGEMENT Back to Contents...

Page 69: ...tra cost This tool is only available to shops that manage their own delivery drivers If you would like to add Delivery Management please contact Slice Support at 888 974 9928 Option 4 Refresh Button S...

Page 70: ...t at 888 974 9928 Option 4 Batches Batches are groups of orders made for delivery runs Batch Overview Waiting The Waiting tab shows the batch number the assigned driver order address and the promised...

Page 71: ...shops that manage their own delivery drivers If you would like to add Delivery Management please contact Slice Support at 888 974 9928 Option 4 Batch Overview With Driver With Driver tab shows the bat...

Page 72: ...lice Register shops for no extra cost This tool is only available to shops that manage their own delivery drivers If you would like to add Delivery Management please contact Slice Support at 888 974 9...

Page 73: ...age their own delivery drivers If you would like to add Delivery Management please contact Slice Support at 888 974 9928 Option 4 Registered Drivers Shows all registered Drivers App users for a shop P...

Page 74: ...ps that manage their own delivery drivers If you would like to add Delivery Management please contact Slice Support at 888 974 9928 Option 4 Drag Handle Enables sequencing of orders that will be serve...

Page 75: ...ike to add Delivery Management please contact Slice Support at 888 974 9928 Option 4 Amount to charge for this payment Cancel Cash Card Other 13 20 13 20 14 00 15 00 20 00 Custom cash amount Pay on de...

Page 76: ...If you would like to add Delivery Management please contact Slice Support at 888 974 9928 Option 4 Amount to charge for this payment Cancel Cash 13 20 13 20 14 00 15 00 20 00 Custom cash amount Hold P...

Page 77: ...d like to add Delivery Management please contact Slice Support at 888 974 9928 Option 4 Cancel Print Refund Show more details Subtotal Tax 12 00 1 20 Delivery Add Deliver to John Doe 555 555 5555 1 Ch...

Page 78: ...no extra cost This tool is only available to shops that manage their own delivery drivers If you would like to add Delivery Management please contact Slice Support at 888 974 9928 Option 4 Swipe Left...

Page 79: ...Page 79 BACK TO CONTENTS DRIVERS APP Back to Contents...

Page 80: ...s Input username and password created during onboarding Forgot Password Reveals the Slice Support number 855 237 4992 which can be used to reset password select option 4 to get to the correct team and...

Page 81: ...TO CONTENTS 10 DRIVERS APP ORDER SCREEN Availability Toggle Toggle as Available to receive orders Log out Logs out of the Drivers App Pending Orders Messaging shown when a driver currently has no ass...

Page 82: ...SCREEN Batch Number Matches batch number of Register for easy alignment between shop and driver Order All batched orders are listed with their numbers and customer facing ETAs See Details Expands vie...

Page 83: ...ORDER SCREEN Review Orders Takes drivers to a screen that ensures all orders have all items Expanded Details Expanded order details show the customer s name address and phone number as well their ord...

Page 84: ...ilable Confirm Order Contents Drivers need to confirm all ordered items are included before departure Bold Text Signifies multiples of items which have a higher probability of being forgotten Confirm...

Page 85: ...location and shop s location Expand Bar Expands view to include order specific details Order Sequence Shows order and its place in the larger sequence of the batch updates as driver continues deliveri...

Page 86: ...order as undeliverable and communicates that to the shop and customer Confirm Delivery Marks an order as delivered and communicates that to the customer online orders only Pizza Check Mark Marks an o...

Page 87: ...Page 87 BACK TO CONTENTS 10 DRIVERS APP MAP VIEW Head Back to Shop Signals the end of a delivery run All Orders Delivered Shows that entire batch is complete New Orders Returns driver to Order Screen...

Page 88: ...Page 88 BACK TO CONTENTS 10 DRIVERS APP CASH PAYMENTS Payment is marked in red Note the red coloring and reminder to collect cash on site...

Page 89: ...Page 89 BACK TO CONTENTS 10 DRIVERS APP CASH PAYMENTS Confirmation Button Press after cash payment has been received and when driver wants to continue their run...

Page 90: ...Updated 10 21...

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