Check Management

How-tos on managing and manipulating checks on the SALIDO POS, plus info on frequently seen error messages.

  • Find a Check on the SALIDO POS

    All checks (Open and Closed) from the current Business Day can be accessed from the Checks View of the SALIDO POS. Use data filters or search to locate specific checks. Use data filters to locate a check on the SALIDO POS Select Checks from t...

  • Start a New Check on an Occupied Table

    Multiple Checks can exist on a single table on the Floor Plan. This is particularly useful when a server needs to quickly start a new order on a table before closing the previous party's check.   Start a new Check on an occupied Table: Enter ...

  • Reopen a Closed Check

    Closed Checks can be reopened on the SALIDO POS during the same Business Day. Checks cannot be re-opened or adjusted after the close of the Business Day. For credit card refunds after the close of the Business Day, please contact SALIDO Support at...

  • Change a Check's Order Type

    Order Types describe how services and products are provided. They create a useful breakout point in reporting to help differentiate revenue streams and can be used to create a SALIDO Variable Pricing configuration. Individual Checks can be manuall...

  • Start a Check

    Start a Check from either the Floor Plan or the Checks View   Start a Check from the Floor Plan Select an available Table or Start a Check on an Occupied Table   Start a Check from the Checks View Select the  +  icon

  • Schedule an Order

    Schedule an order in advance to generate a Prep Ticket indicating the pickup time and/or the time at which an order should be prepared. Before scheduling an order, ensure the Order Type is configured to enable scheduled orders and the appropriate ...

  • Add a Guest to a Check

    Add a Guest to a check to associate phone numbers and addresses with orders. Some Order Types may Require a Guest to be attached before a Check can be closed. In KDS environments, POS Order Alerts can be sent to Guests when orders are marked as Do...

  • Create a Guest

    Guests can be created to associate phone numbers and addresses with customers. Order Types can be configured to Require a Guest in order for a Check to be closed. In KDS environments, POS Order Alerts can be sent to Guests when orders are marked a...

  • Repeat Ordered Items

    Often guests reorder items during their visit. Rather than search for that Menu Item each time it is ordered, the ordered items can be repeated!   To Repeat Ordered Items Open an existing check   Tap an existing ordered item(s) to be...

  • Add Gratuity to a Check

    Gratuity is an additional percentage or dollar amount added to a check before payment is collected. Gratuities are differentiated from Tips in Reporting. A Gratuity is associated with a check (as it is added before the payment is collected), while...

  • Rearrange Unordered Check Items

    Menu Items can be rearranged after they have been added to a check but before they are ordered. No need to ever delete the entire order to start again if an appetizer was forgotten!   Rearrange Unordered Items on a Check Add items to a check ...

  • Adjust Cover Count / Party Size

    Accurate Cover Counts are crucial to analyzing guest spend. Preference Profiles can be configured to enable each new Check to Prompt for Party Size. However, since cover counts often change during the course of a meal, they can be updated in the L...

  • Add a Guest Label to a Check

    A Guest Label on check to conveys additional information about a guest or group of guests. Guest Labels replace the Check Number in the Checks View and are printed on Prep Tickets (both in the kitchen and the bar), but do not appear on Guest Recei...

  • Add a Note to a Menu Item

    In addition to Modifiers, free-form Notes can be amended to any Menu Item to provide additional information or instructions on Prep Tickets. Notes have no character limit, so don't skimp on the details! Notes are a great place to communicate speci...

  • Transfer and Merge a Check

    Checks can be Transferred and Merged simultaneously using the same general workflow as a Check Transfer. Transfer and Merge should be used instead of a Merge to combine checks owned by two different Employees.   Transfer and Merge a Check Sel...

  • Hold an Item on a Check

    Menu Items can be placed on Hold after they are added to a check and before they are ordered (i.e. sent to the kitchen), useful when guests order a dessert in advance or when a server needs to return to a table to ask a clarifying question before ...

  • Price Override an Item

    The price of individual items can be overridden on the POS on a case-by-case basis by users with the appropriate level of access. A Price Override is useful when a single piece of product needs to incur a different price but does not warrant a net...

  • Common Check Management Errors

    To prevent duplicate orders, the SALIDO POS by design does not allow a check to be accessed by more than one Terminal at the same time. Additionally, as a cloud-based Point of Sale system, SALIDO Terminals are constantly syncing their check data t...

  • Transfer a Check

    SALIDO support the Transfer of Checks between Employees, Tables, and Revenue Centers. Initiate a Check Transfer Select Transfer from the Check Action Drawer Select a destination Revenue Center Select a destination Table S...

  • Split Items from a Check

    Move individual Menu Items from a Check to a separate check. Useful for creating individual itemized receipts for guests or setting aside items to be Discounted or Voided at a later time. Split Items from a Check Select Split from the Check A...

  • Merge Checks

    It's easy to merge items from one check into another! Initiate the action from the Source Check and merge it into a Destination Check. NOTE: The Source Check is deleted following a successful Merge. This action cannot be undone. Merge a Check ...

  • Apply Check and Item Level Discounts

    Apply an Item Level Discount Item Level Discounts are applied to individual Menu Items by any user with the appropriate level of access. Open a check on the SALIDO POS and select a Menu Item from the Ordered Item List Select Discounts ...

  • Apply Check and Item Level Voids

    Apply an Item Level Void Individual items can be voided from an open Check at any time during the Business Day by Employees with the appropriate level of access. Users without permission to Void can initiate a Void but will be prompted for authori...

  • Tax Exempt a Check

    Tax can be removed from a check on the SALIDO POS by any user with the appropriate level of access. Select the Tax toggle in the Check Action Drawer from any check on the SALIDO POS The toggle turns from green to red, and a red strike-...

  • Persistent Check-in-Transfer Notification

    Check-in-Transfer Notifications appear as Checks outlined with an orange box at the top of the Checks View. In rare circumstances, the notification associated with a successful Check Transfer will not clear from the SALIDO POS as expected and can ...

  • Check Recovery

    Check Recovery If a Terminal becomes completely inoperable—e.g. an iPad is thrown down a flight of stairs, knocked into a sink, etc.—checks that were in use on that Terminal and/or syncing at that time may become inaccessible on other Terminals. I...