Business Management

Learn to navigate the SALIDO Bridge and manage your Organization

  • Enable Digital Signature

    Enable Digital Signature to use a Terminal touchscreen to collect digital signatures for Credit Card payments in lieu of physical signatures on printed receipts. Digital Signature is enabled by Preference Profile and is often combined with Quick S...

  • Edit a Floor Plan

    Editing a Floor Plan is a two-step process. First, table numbers are defined in Revenue Centers via the SALIDO Bridge. Next, tables and objects are placed and arranged on the Floor Plan using a SALIDO POS Terminal.   Step 1: Add, Remove, or Rename...

  • Create a Discount

    Discounts are created and managed at an Organization level on the SALIDO Bridge by users with the appropriate level of access. They can be configured as applicable to either Checks, Items, or both Checks and Items. Check Level Discounts must be de...

  • Create a Custom Payment Method

    Custom Payment Methods are user-defined tender types. Typical use cases include House Accounts, Direct Bill Accounts, non-integrated Gift Cards, and non-integrated third-party platforms. Payment Methods are created and managed at the Organization ...

  • Enable Quick Service Workflow

    Quick Service Workflow enables the SALIDO POS to automatically open a new check in the same Revenue Center when a check is closed to streamline order taking in high-volume environments. Quick Service Workflow is enabled in Preference Profiles, whi...

  • Enable Quick Close

    Quick Close automatically closes a check when a single Credit Card payment is authorized for the total Balance Due. Checks with split credit card payments or other Payment Methods must still be closed manually. Quick Close is often combined with Q...

  • Assign a Price Rule to a Revenue Center

    Price Rules enable individual Revenue Centers to achieve different pricing configurations. For example, Happy Hour prices might only be honored in the Bar Revenue Center or Delivery prices might only apply to an Online Ordering Revenue Center. See...

  • Create a Price Rule

    A Price Rule is a Location-specific set of user-defined parameters to determine which Price Level is used for Menu Items by Revenue Center based on Order Type and Day Part. Per Price Rule, each Order Type is assigned a Default Price Level. Additio...

  • Create a Price Level

    A Price Level is an Organization-wide label representing a subset of prices or "type" of price points, often corresponding to a specific Day Part or Location within the Organization. Common examples include: Lunch Dinner NYC LA See SALIDO Variab...

  • Create an Order Type

    An Order Type is a label that can be applied to broad categories of similar checks. They describe how services and products were provided and create a useful breakout point in reporting to help differentiate revenue streams. Common examples includ...

  • Edit the Guest Receipt Footer

    The text displayed in the Footer of Guest Receipts is defined by Revenue Center to allow specific messaging based on needs. For example, information about Happy Hour can be added specifically to Guest Receipts from the Bar Revenue Center, but need...

  • Add a Logo to Guest Receipts

    Upload a logo to add branding to the top of web-generated and printed Guest Receipts. Logos are uploaded to Preference Profiles. REMINDER: Preference Profiles are created and managed at the Organization level and assigned to individual Terminals a...

  • Preference Profiles

    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 appea...

  • Assign a Preference Profile to a Terminal

    A Preference Profile is a set of configurations controlling a variety of Terminal behaviors. Preference Profiles are created and managed Organization-wide and are assigned to specific devices by Location. Find out more about Preference Profiles he...

  • Bank Tracking Overview

    Bank Tracking is controlled in Preference Profiles and is therefore assigned on a per Terminal basis. There are three methods of Bank Tracking: Bank Tracking > None — Cash payments do not require a bank to be opened on Terminals with this prefere...

  • Claim a POS Terminal

    When a new SALIDO Terminal is added to the Bridge configuration, the device profile needs to be claimed on an iPad before putting the Terminal into service in the restaurant.   Claim a SALIDO POS Terminal Contact your Account Manager or SALIDO Sup...

  • Claim a KDS Display

    When a new SALIDO KDS Display is added to the Bridge configuration, the device profile needs to be claimed on an iPad before putting the KDS into service in the restaurant.   Claim a SALIDO KDS Display Contact your Account Manager or SALIDO Suppor...

  • Add a Terminal to the Bridge

    Business is booming and it's time to add an additional service station to accommodate the additional volume. Contact an Account Manager to discuss any additional equipment needs, and add a new SALIDO Terminal to the Bridge configuration! Add a SAL...

  • Create a Revenue Center

    Revenue Centers represent either a physical area of the Restaurant (e.g. Dining Room, Bar, PDR) or a discrete revenue stream (e.g. Online Ordering). They are created and managed on the SALIDO Bridge. The following details are either defined in—or ...

  • Create a Tax Rule

    A Tax Rule is a customizable label used to organize and define a discrete type of tax application within a Revenue Center. Default Tax Rules are Regular and Included. Tax Rules are applied to Menu Items, and the tax rate for a Tax Rule is defined ...

  • Create a Void Reason

    The following five (5) Void Reasons are preconfigured for all SALIDO operators: 86'd Item Changed Mind Didn't Like Entry Error Testing Additional Void Reasons are created and managed on the SALIDO Bridge at an operator's discretion based on thei...

  • Create a Revenue Category

    A Revenue Category is a label applied to the highest tier of Product Reporting, typically encompassing the broadest categories of products: Wine, Beer, Liquor, and Food. Multiple Menu Item Categories are nested under each Revenue Category. Create ...

  • Create a Position Category

    A Position Category is a label representing a group of similar Positions. Their chief purpose is to provide a set of user-defined breakout points in Labor Reporting. The most common Position Categories include: Front of House (FOH) Back of House ...

  • SALIDO Variable Pricing: An Overview

    A SALIDO Variable Pricing Configuration allows merchants to define multiple prices for each Menu Item and to define rules governing how and when to apply those prices based on Order Type, Day Part, and Revenue Center. Essentially, one Menu Item co...