Orders
How do I change which month of orders is displayed?
The list always shows one calendar month at a time based on the order **creation date**. Above the table there is a...
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How do I change who receives the tip on a POS order?
On orders placed from a POS device the **Tip** line in the Order Summary reads *Tip (Paid to: )*. Click the employee...
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How do I charge a customer a custom amount with Checkout As?
1. Open **Ordering > Checkout As** and select the customer (or leave *Guest Checkout*). 2. Click the **calculator icon** under the module...
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How do I charge a customer's saved card or a new card in Checkout As?
Select the customer first. On the payment page choose **Customer Card on File** — the modal lists their saved cards with an...
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Reports
How do I change which supplier an ingredient is bought from, directly on the report?
Click the small pencil (**Change Supplier**) next to the ingredient name. A dropdown appears with **No supplier** and every supplier; when you...
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How do I choose the date range for a cooking report?
Reports that cover a range (Inventory Shopping List, Meals Report, Cooking Report, Sub-Recipe Report, Custom Meals, By Pounds, Menu Breakdown) show a...
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How do I choose the date range for a sales report?
1. Open any Sales Report. 2. At the top, set **Begin** and **End** using the date pickers. 3. Click **Search**. If you...
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Admin Dashboard
Users
Marketing
How do I check my email on mobile before sending?
In the designer's top bar use the three device icons – **desktop**, **tablet** and **mobile** – to resize the **Live Preview** to...
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How do I choose who receives a campaign (the "Send to" picker)?
On the Recipients step click the **Send to** box. A modal opens with a **Search...** field, a **Most recent** section (the last...
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Settings & Configuration
How do I choose what information prints on meal labels?
**Tab:** Business > Labels. Each label type has a checklist row; tick the elements you want printed. Rows available (global only): -...
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How do I choose what prints on bag, delivery and pickup labels?
**Tab:** Business > Labels. Three checklist rows (global only): - **Bags** – Company Logo, Company Contacts, Bag Number, Order Number, Pickup Location...
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How do I choose which events create notifications?
**Tab:** Marketing > Notifications > **Enabled Notification Types** — a checklist, all ticked by default: - Orders (created, paid, cancelled, refunded) -...
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How do I choose which fields customers fill in when they register, and which are mandatory?
**Tab:** Marketing > Website. Two checklists (global only): 1. **Fields to ask on Register** – which fields appear on the sign-up form....
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How do I choose which fields the newsletter sign-up form asks for?
Edit **Newsletter Popup - Fields** and tick any of **First Name**, **Last Name**, **Email**, **Phone** (all four are ticked by default). Every...
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How do I choose which links appear in my website footer?
In Theme > **Navigation**, edit **Pages to show on footer** and tick from: *About Page*, *Current Menu*, *Contact Us*, *Terms & Conditions*,...
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How do I choose which links appear in my website header?
1. Open Theme > **Navigation**. 2. Click the value of **Pages to show on header** and tick the items you want: *Order*...
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