Preference Profiles are a set of configurations that control a variety of Terminal specific settings. These settings include but are not limited to, check behavior, position tracking, digital signature, guest receipt appearance, prep ticket appearance, shift reports, and store-wide reports. Preference Profiles are created and managed at the Organization level but are assigned to individual Terminals at the Location level.
Manage Preference Profiles
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PLEASE NOTE: In some multi-unit Organizations, Preference Profiles may be shared between Locations without your knowledge! Please consult your team before making changes to avoid unintended side effects.
Checks (return to top)
Quick Service Workflow
OFF New checks are manually created from either the Floor Plan View or the Checks View
ON A new check is automatically created every time the POS is accessed
Table Position Tracking
Disabled
Position Numbers (or Seat Numbers) cannot be affixed when ordering Menu Items
Optional
Position Numbers (or Seat Numbers) are Optional when ordering Menu Items. Does not prompt.
Required
Position Number (or Seat Numbers) are Required when ordering Menu Items. A prompt will appear every time a Menu Item is ordered, and a Position Number must be selected before the item is added to the check.
Prompt for party size
OFF When created, new checks automatically inherit the Default Party Size as specified in the Revenue Center
ON Party Size must be manually selected before a check is created
Prompt for label
Disabled
Creating a new check does not prompt for a Guest Label
Optional
Creating a new check will prompt for a Guest Label and can be omitted
Required
Creating a new check will prompt for a Guest Label and it cannot be omitted
Prompt check transfer recipients for approval
OFF When a check is transferred from one employee to another, the recipient will receive a Transfer Notification and the transfer will be automatically accepted
ON When a check is transferred from one employee to another, the recipient will receive a Transfer Notification and be prompted to either Accept or Reject the transfer
Cardholder as display name (if label is blank)
OFF Guest Label is not affected by adding a credit card payment.
ON If the Guest Label is blank, the Cardholder Name automatically populates as Display Name when a credit card payment is added to a check. If multiple cards are used, the Guest Label retains the Cardholder information of the first card used.
Automatically add gratuity
OFF No Gratuity will be automatically added to checks
ON Amount __ % - A fixed percentage Gratuity will be automatically added to all checks created on Terminals using this Preference Profile
Station (return to top)
Lock screen timeout (seconds)
Amount of time a user will remain logged in on a Terminal without the screen being touched. Timeout is defined in seconds and can range from 0 to 9999.
Bank tracking
None
All employees can accept cash payments on all terminals. Cash transactions are not documented in a Bank Report
By Employee (Single)
A bank opened on a Terminal can only be accessed on that terminal by a single employee designated when the bank is opened.
By Employee (Double)
*This is a legacy feature no longer supported by the current version of SALIDO. Please disregard this feature setting.
By Terminal
A bank opened on a Terminal can only be accessed on that terminal by any employee with POS access
Show unread notifications on sign-on
OFF Unread Transfer and Printer Notifications appear in the Notification Center when an Employee signs in
ON Unread Transfer and Printer Notifications appear on a splash screen when an Employee signs in
Card Payments (return to top)
Customer signs digitally
OFF Credit card payments will generate a paper slip for a physical guest signature
ON Credit card payments will generate an on-screen prompt for a digital signature
- Define Tip Percentages (percentages can be changed by clicking on the number)
- 18%
- 20%
- 22%
- Custom
- No Tip (will allow a customer/guest to not leave a tip if they choose not to)
Enable quick close
OFF Checks must be manually closed once the Balance Due is reduced to $0.00
ON Checks are automatically closed once the Balance Due is reduced to $0.00
Allow customer to add tip
OFF Neither printed credit card signature slips nor the Digital Signature prompt includes an area for guests to include a tip on their payment
ON Both printed credit card signature slips and the Digital Signature prompt includes an area for guests to include a tip on their payment
Signature threshold ($)
A configurable, dollar-amount threshold below which credit card transactions do not require a signature. When enabled and defined, sales below the threshold do not generate a physical signature slip or prompt for digital signature.
Smart Tipping (Threshold: $)
Must be combined with Customer signs digitally and Allow customer to add a tip
OFF All checks will produce a signature prompt with the following percentage-based options from which to select a tip amount:
- No Tip
- 15% ($X.XX)
- 20% ($X.XX)
- 25% ($X.XX)
- Custom
ON Checks with a balance due below the user-defined threshold will produce a signature prompt with the following fixed dollar amount based options from which to select a tip amount:
- No Tip
- $1
- $2
- $3
- Custom
Checks with a balance due above the user-defined threshold will produce a signature prompt with the following percentage-based options from which to select a tip amount:
- No Tip
- 15% ($X.XX)
- 20% ($X.XX)
- 25% ($X.XX)
- Custom
Include tips on gift card receipts
OFF Signature slips and/or digital signature prompts for credit card transactions processed in order to load value onto a gift card do not include an option to add a tip
ON Signature slips and/or digital signature prompts for credit card transactions processed in order to load value onto a gift card will include an option to add a tip
Report on credit card tip fees
OFF Credit card processing fees deducted from tips do not appear on an Employee’s Shift Report
ON Credit card processing fees deducted from tips will appear on an Employee’s Shift Report
NOTE: Tip fee deductions must be enabled and configured on each credit card Payment Method to enable this functionality.
Receipts (return to top)
Auto-print guest chit
OFF A guest chit will NOT print when a check receipt is printed if a Guest is attached to the check.
ON A guest chit will automatically print when a Guest is attached to the check and a check receipt is printed
Auto-print upon closing check
OFF An itemized “Closed check” receipt is not printed when a check is closed
ON An itemized “Closed check” receipt will print when a check is closed
Include mods in item price
OFF The surcharge for a priced Modifier is not included in the total price of the Menu Item to which it was applied. Modifiers print on the guest receipt as a separate line item below the Menu Item with their own associated price.
ON The surcharge for a priced Modifier will be included in the total price of the Menu Item to which it was applied. Modifiers print on the guest receipt as a separate line item below the Menu Item with no cost associated with the line item.
Print $0 items
OFF Menu Items with a $0.00 price do not print on guest receipts
ON Menu Items with a $0.00 price print on guest receipts
NOTE: System buttons (e.g. ****Fire****, ****Hold****, ====Course====) are handled separately and never print on Guest Receipts.
Print $0 mods
OFF Modifiers with a $0.00 price do not print on guest receipts
ON Modifiers with a $0.00 price print on guest receipts
Print large check number*
*This feature has been deprecated. Changes will not affect Guest Receipts.
OFF N/A
ON N/A
Print notes
OFF Freeform notes attached to Menu Items print on guest receipts
ON Freeform notes attached to Menu Items do not print on guest receipts
Show check identifier
None
User-created Guest Labels (e.g. VIP Tom H), system-generated Labels (e.g. Guest 1234), and Cardholder Name (if Cardholder as display name is Enabled) are NOT printed on guest receipts
Label
User-created Guest Labels (e.g. VIP Tom H) are printed on Guest Receipts. If Cardholder as display name (if label is blank) is Enabled and a Guest Label is not added, Cardholder Name is printed on guest receipts.
Display Name
User-created Guest Labels (e.g. VIP Tom H) and system-generated Labels (e.g. Guest 1234) are printed on Guest Receipts. If Cardholder as display name (if label is blank) is enabled and a Guest Label is not added, the Cardholder Name is printed on Guest Receipts.
Show table number
OFF Table number is not printed on guest receipts
ON Table number is printed on guest receipts
Show revenue center
OFF Revenue Center is not printed on guest receipts
ON Revenue Center is printed on guest receipts
Show scheduled for
OFF Scheduled for time is not printed on guest receipts
ON Scheduled for time is printed on guest receipts
Show Logo on Receipts
OFF Logo is not printed on Guest Receipts
ON Logo is printed on Guest Receipts
Remove brand name from top of receipt
OFF Brand name is printed on the top line of the Guest Receipt header
ON Brand name is not printed on the top line of the Guest Receipt header
Use Location Name for SMS Order Alerts
OFF Brand name is included for SMS Order Alerts
ON Location Name is included for SMS Order Alerts
NOTE: Requires KDS v5.42.0 or higher
Prep Tickets (return to top)
Show check identifier
None
No identifier is printed on prep tickets
Label
User-created Guest Labels are printed on prep tickets. If combined with Cardholder as display name (if label is blank) and a Guest Label is not created, no identifier is printed on prep tickets
Display Name
If combined with Cardholder as display name (if label is blank), Cardholder Name is printed on prep tickets
Show printer name
OFF Name of prep printer is not printed on prep tickets
ON Name of prep printer is printed in the ticket header of prep tickets
Show order type
OFF Order type is not printed on prep tickets
ON Order type is printed in the ticket header of prep tickets
Show check number
OFF Check number is not printed on prep tickets
ON Check number is printed on the ticket header of prep tickets
Show table number
OFF Table number is not printed on prep tickets
ON Table number is printed below all menu items and above the footer of prep tickets
Combine identical items
OFF All Menu Items are printed as individual line items on prep tickets
Example Order:
On POS
1x Hamburger
1x Hamburger
Prep Ticket
1x Hamburger
1x Hamburger
ON Identical Menu Items will be combined on prep tickets
Example Order:
On POS
1x Hamburger
1x Hamburger
Prep Ticket
2x Hamburger
NOTE: Items will not combine if Position Tracking is enabled.
Group items by prep station
OFF Menu Items print on prep tickets in the order in which they are entered on the POS
ON Menu Items print on prep tickets according to their Prep Station, as ordered
Show party size
OFF Party size is not printed on prep tickets
ON Party size is printed on the ticket header of prep tickets
Footer size
SMALL
Prep ticket footer uses small text and includes a date stamp, timestamp, and ordered by
LARGE
Prep ticket footer uses large text and includes a timestamp and ordered by
Show scheduled for
NOTE: Must be combined with an Order Type that permits orders to be Scheduled
OFF Prep Tickets do not display the time an order is scheduled to be completed
ON Prep Tickets display the time an order is scheduled to be completed
Show prepare at
NOTE: Must be combined with an Order Type that permits orders to be Scheduled and has a defined Prep Time
OFF Prep Tickets do not display the time at which a scheduled order should be prepared
ON Prep tickets display the time at which a scheduled order should be prepared (Scheduled for time minus Prep Time as defined by the Order Type)
Separate HOLD/FIRE ticket chits
OFF Hold and Fire tickets sent at the same time as other Menu Items print on the same Prep Ticket
ON Hold and Fire tickets sent at the same time as other Menu Items print on separate Prep Tickets
Send void notices to printers
OFF Voided Item Tickets are not sent to Prep Devices when Menu Items are voided from checks
ON When Menu Items are voided from checks, a VOID prep ticket is sent to that item’s Prep Station. Voided items print in red ink on impact printers and with a (-1) on thermal printers
Indicate items at other prep stations
OFF Ordered items appear on Prep Tickets in the order they were entered on the POS
ON Orders with menu items sent to multiple Prep Stations will print the name of the other prep stations on the Prep Ticket below the table number and above the footer.
Example Order:
On POS
1x Hamburger (Prep Station > Grill)
1x Fries (Prep Station > Fry)
Prep Ticket (at Grill)
1x Hamburger
OTHER ITEMS
Fry 1
Prep Ticket (at Fry)
1x Fries
OTHER ITEMS
Grill 1
Use delivered status
OFF Prep Tickets on an Expo KDS use a single-step Done status to complete an order
ON Prep Tickets on an Expo KDS use a two-step Delivered/Done status to complete an order
Reports (return to top)
Toggle OFF or ON all sections to be printed on the store-wide Daily Detail report and individual users’ Shift Report generated from the POS for the current Business Day.
Payment Summary
Provides a high-level overview of all payments collected, grouped by Payment Type and summarized by Payment Method.
Payment Details
Provides a detailed list of all payments collected, group by Payment Method. Each individual payment appears as a line item with a column for Last Four Digits of credit card payments, Tips, Tip Fee (if enabled) and Total.
Tips
Provides a high-level overview of all tips collected, grouped by Payment Type and summarized by Payment Method. Includes a line item for Tip Fees (if enabled).
Discounts
Provides a high-level overview of all Discounts applied. Each Discount appears as a separate line item with the total amount discounted.
Product Mix
Provides a detailed view of the Product Mix. Each Menu Item appears as a separate line item with a column for Total Quantity Sold and Total Net Sales.
Menu Item Categories
Provides a mid-level view of the Product Mix. Each Menu Item Category appears as a separate line item with a column for Total Net Sales.
Revenue Categories
Provides a high-level view of the Product Mix. Each Revenue Category appears as a separate line item with a column for Total Net Sales.
Order Types
Provides a high-level view of checks by Order Type. Each Order Type appears as a separate line item with a column for Total Quantity of checks and Total Net Sales.
Banks
Automatically included on a Shift Report if an Employee manages a Bank.