Store Manager Help

Security Setting:

Privilege:

View Customer

View the Customer screen.

View Menu

View the Menu panels.

View Tickets

View the Tickets screen.

View Full Review

View the Full Review screen.

View Dispatch

View the Dispatch screen.

View Table

View the Table screen.

($) Accept Tender for Ticket

Accept tender for a ticket. (a maximum amount can be set).

Accept Restricted Tenders

Accept tender types that have the Restricted Tender check box selected.

View User Screen

View the User screen.

View Manager Dialog

View the Manager screen.

Edit Out of Stock

Use the Out of Stock button on the Terminal User screen to select out of stock items or modifiers.

Security Setting:

Privilege:

Recall Previous Order

Recall a customer's previous orders.

View Customer Credits

View a customer's credit history.

($) Add Customer Credits

Add credit to a customer's credit total. (A maximum amount can be set).

Use Customer Credits

Use a customer's credit on a ticket.

View Customer Comments

View a customer's comments.

Add Customer Comments

Make additions to a customer's comments.

Delete Customer Comments

Delete a customer's comments.

View Customer Last Orders

Use the Last Orders button.

Edit Special Notes

Edit a customer's Special Notes.

Override Invalid Streets

Use street addresses that are not in the Streets table.

Override Invalid Delivery Zone

Override an invalid delivery zone.

Delete Customer

Delete a customer record from the Customer Options screen.

Browse Customers By Name

Use the Search for Last Name option in the Customer Names pop-up screen.

Edit Customer Tax Exempt

Apply tax exemption to a customer and enter a tax exemption number in the Customer Options window.

Edit Accept Checks

Enable or disable check acceptance on customers from the Customer Options window.

Override Accept Checks

Temporarily override a customer's check acceptance status.

Enroll in Loyalty Program

Enroll customers in the SpeedLine loyalty program using the Enroll button in the Loyalty window.

($) Manual Add Loyalty Points

Add SpeedLine loyalty points to a customer record using the Add button in the Loyalty window. (A maximum number of points can be set.)

($) Manual Redeem Loyalty Points

Manually redeem SpeedLine loyalty points for rewards using the Redeem button in the Loyalty window. (A maximum number of points can be set.)

Manually Enter Loyalty Cards

Access the keypad window to manually enter loyalty card numbers (and search for loyalty accounts, if using third-party loyalty).

Security Setting:

Privilege:

Edit Customer Account

Edit a customer's House Account.

($) Charge to Account

Charge a customer's House Account. (A maximum amount can be set).

($) Charge to Third Party Account

Charge a different customer's House Account than the one currently assigned to the ticket. (A maximum amount can be set).

Override Credit Limit

Override a customer's House Account credit limit.

Account Charges and Credit Memos

Print a customer's various House Account reports.

Payment to Account

Apply a payment to a customer's House Account from the User screen.

Void Payment to Account

Delete a payment to a customer’s House Account.

Security Setting:

Privilege:

Recall Other Employee's Tickets

Recall tickets assigned to another employee.

Recall Ticket

Recall tickets that are not assigned to another employee.

Edit Selected Ticket Item

Edit a ticket item. Note: This privilege only applies to tickets that have been saved (completed). Before save, there are no restrictions.

Substitute Selected Ticket Item

Use the Sub button to substitute another menu item for the one selected on the ticket display. Note: This privilege only applies to tickets that have been saved (completed). Before save, there are no restrictions.

Delete Selected Ticket Item

Delete a ticket item. Note: This privilege only applies to tickets that have been saved (completed). Before save, there are no restrictions.

Dupl/+1 Selected Ticket Items

Duplicate or add one more item like the item selected by touching the DUPL or +1 buttons under the ticket display. Duplicate  adds a quantity equal to the quantity of items selected, while +1 adds one more of the item selected. Note: This privilege only applies to tickets that have been saved (completed). Before save, there are no restrictions.

Reduce Value of Ticket After Save

Recall and complete a ticket with a lower total owing than it had initially.
Note: If you are using a third-party loyalty provider like Paytronix or Punchh, leave this check box selected to allow staff to apply rewards to tickets.

Edit Tender on Ticket

Change payment on a ticket.

Delete Tender on Ticket

Delete payment on a ticket.

Manually Enter Credit Cards

Enter credit card numbers through the keypad. If unchecked, a magnetic card swipe for card entry must be used.

Credit Card Voice Authorization

Enter an authorization code obtained over the phone in Terminal to allow credit card payment authorization if there is no Internet connection available.

Edit Settled On-Way Ticket

Edit a ticket that already has a credit card payment and been assigned to a driver.

Edit Closed Ticket

Edit a ticket that has already been paid in full or voided.

Suppress Confirmation Prompt when Deleting Menu Selections

Select to prevent a confirmation prompt from appearing when deleting a menu item from a ticket. Clear to require an override when deleting a menu selection from a ticket.

Cancel Changes to Ticket

Cancel a ticket that has been modified.

Cancel Tendered Ticket

Cancel changes to a ticket that has been tendered.

Void Ticket

Void a ticket.

Void Closed Ticket

Void a ticket that has been fully paid.

Change Order Service Type

Change the Order Type on a ticket.

Select Expected Payment Type

Set the Expected Payment type on a ticket.

Edit Expected Payment

Edit the Expected Payment on a ticket.

Delete Expected Payment

Delete the Expected Payment on a ticket.

Add Note to Ticket

Add a note to a ticket.

Change Price Group on Ticket

Change the Price Group assigned to a ticket.

Apply Tax Exemptions

Exempt taxes on a ticket.

($) Edit Quoted Times

Change the quoted time printed at the top of a ticket by touching the time on the ticket display. (A maximum number of quoted minutes can be set).

Email Ticket

Email customers a text copy of their receipt, from Full Review> Options.

Coupons/Discounts/GCs

Redeem Coupons

Apply a coupon to a ticket.

Override Product Specific Coupon

Override a coupon requirement.

($) Apply $ Discount

Apply a manual discount to a ticket or selected item(s). (A maximum value can be set).

($) Apply % Discount

Apply a manual % discount to a ticket or selected item(s). (A maximum percentage can be set).

Apply Complimentary

"Comp" a ticket or selected item(s).

($) Issue Gift Certificate/Limit

Issue a Gift Certificate. (A maximum value can be set).

($) Redeem Gift Certificate/Limit

Redeem a Gift Certificate. (A maximum value can be set).

Override Gift Certificate Amount to Issue

Override the maximum value allowed to issue for Gift Certificates.

Delete Coupon from Ticket

Delete a coupon from a ticket.

Charges

Add/Edit/Delete Gratuity Charge

Add, edit or delete a gratuity charge from a ticket.

Add Misc Charge

Add a miscellaneous charge to a ticket.

Delete Misc Charge

Delete a miscellaneous charge from a ticket.

Delete Minimum Charge

Delete the amount added to make up the difference for the Minimum Charge.

Delete/Decrease Delivery Charge

Delete or decrease the amount of the delivery charge on a ticket.

Increase Delivery Charge

Increase the delivery charge on a ticket. A maximum dollar amount can be set.

Delete Order Surcharge

Delete the order surcharge amount from a ticket.

Override Minimum Charge

Override the Minimum Charge requirement for a ticket.

Printing

Reprint Labels

Reprint item labels from the Full Review Options screen.

Reprint Kitchen Instructions

Reprint kitchen make tickets from the Full Review Options

Reprint Credit Card Slip

Reprint credit card payment slips from the Full Review Options screen.

Reprint Range of Tickets

Reprint a range of tickets from a day, via the Manager or Day Files screens.

Allow Cancel Print

Cancel automatic printing of a ticket.

Allow Force Print

Force-print an active ticket receipt from the Full Review screen.

Allow Force Print Closed Ticket

Force-print a fully-paid or voided ticket receipt from the Full Review screen.

Deferred Tickets

Defer Ticket

Defer a ticket. The ticket will activate on a later day or time.

Activate Deferred Ticket

Manually activate a ticket that was deferred.

Deferred Tickets Dialog

View Deferred Tickets

View tickets that have been deferred.

Recall Deferred Tickets

Recall tickets that have been deferred.

Edit Deferred Ticket

Edit tickets that have been deferred.

Delete Deferred Ticket

Delete tickets that have been deferred.

Run Deferred Production Report

Run the Deferred Production Report.

Table Service

Add Seat

Add a seat to a ticket.

Delete Seat

Delete a seat from a ticket.

Move Selections

Move selections from one ticket or seat to another.

Split Selections

Split selections between multiple tickets or seats.

($) Add, Edit, Delete Tips

Add, edit or delete tip adjustments on tickets (payments will be adjusted for the difference). A maximum amount may be set.

($) Add, Edit, Delete Additional Tips

Add, edit or delete additional tips (tips not assigned to payments) on tickets. A maximum amount may be set.

Add Tips to Employee Accounts

Add a manual tip amount to an employee account from the Manager screen. The amount will be subtracted from the total that the employee owes the store at shift end.

Add Tip to Closed Ticket

Add a tip to a fully-paid ticket, for example, a tip left on the table for a server after the guests have paid.

Security Setting:

Privilege:

Override Tender with Expected Payment

Override the Order Type restriction for tendering a ticket with an expected payment.

Security Setting:

Privilege:

New Table

Assign tables to themselves.

View Table

View a table's tickets.

Change Tickets to a Different Table

Move tickets to a different table.

Change Tickets to a Different Server

Assign tickets to a different server.

Security Setting:

Privilege:

Open Bank

Open a bank from the User screen.

Open Current Employee Bank

Open their own employee bank from the User screen. (Open Bank, above, supersedes this setting).

Change Store Bank Open Amount

Make changes to the Store Bank (if used) opening amount at start of day.

Close Bank

Close a bank from the User screen.

Bank Drop (Employee)

Drop from an employee bank from the User screen.

Bank Drop (Station)

Drop from a station bank to the Store Bank (if used) from the User screen.

Store Bank Midday Deposit

Perform a mid-day deposit to the Store Bank (if used) from the User screen.

Store Bank Final Deposit

Perform a final (day end) deposit to the Store Bank (if used) from the User screen.

Store Bank Midday Deposit Edit

Change mid-day deposits to the Store Bank (if used) from the User screen.

Store Bank Final Deposit Edit

Change final deposits to the Store Bank (if used) from the User screen.

($) Bank Pay-Out

Pay-out from a bank from the User screen. (A maximum amount can be set).

Bank Pay-Out Void

Void a pay-out from a bank from the User screen.

Bank Transfer

Transfer funds between banks from the User screen.

($) Bank Pay-In

Pay-in to a bank from the User screen. (A maximum amount can be set).

Bank Pay-In Void

Void a pay-in to a bank from the User screen.

Count Closed Bank

Perform a count on a bank that has been closed, from the User screen.

Open Cash Drawer

Manually open a cash drawer from the User screen. This setting does not keep the drawer from automatically opening during tender.

Perform Card Processor Settlement

Perform a manual card processor settlement from the Manager screen.

Card Processing Transaction Reports

Manually print the card processing transaction reports from the Manager screen.

Additional Fee Paid to Driver

Transfer additional fee amounts to a driver from the Manager screen.

Override Bank Account Limit

Use Override button to allow the bank account to exceed tender limit. See Edit Employee Bank Options for more information.

Change Tips Reported

Change the estimated tips reported (if an estimated tip percentage is set) in the Tips to Report window (tip prompt) that appears at clock-out. See Manage Departments for the Tip Prompt and Tip % settings.

Override Reporting of Tips Below Estimate

Use the Override button to allow the reporting of tip amounts that are less than the estimated tip value in the Tips to Report window (tip prompt) that appears at clock-out..

Assign Cash Drawers to Users

Assign server-assigned cash drawers (if used) to employees from the Manager screen.

Temporarily assign cash drawer for login session

Assign a server-assigned cash drawer (if used) to themselves from the Manager screen.

Prompt for cash drawer on login

When logging in, Terminal will prompt the employee to assign a server-assigned cash drawer (if used) to themselves.

Security Setting:

Privilege:

Print Day Report

View the Day Report from the User screen.

View Day Files

View the Day Files from the Manager screen.

Employees-on-Clock Report

View the Employees on Clock report from the User screen.

Labor Graph

View the Labor Graph from the User screen.

Hourly Stats

View the Hourly Stats grid via the User screen

Coupon Details

View the Coupon Details from the Manager screen.

Account Report

View the Bank Account Reports from the User screen.

Account Journal

View the Bank Account Journals from the User screen.

View Ticket Activity

View the Ticket Activity from the Full Review screen.

Tickets for Server Report

View the Tickets for Server report from the User screen.

Ticket Details Report

Print the Ticket Details Report from the Manager screen.

Deposit Slip

View the Deposit Slip from the Day File Reports screen.

Time Reports

Print Time Sheet for Self

Print your own time sheet from the Time Clock window.

Print Time Slip

Print your own time slip from the Time Clock window.

All Time Sheets

View or print all employee time sheets from the Manager screen.

Show Pay

View pay rates on the Terminal Time Slip and Time Sheet reports.

Security Setting:

Privilege:

View Employee Dashboard

View Employee Dashboard from the User screen.

Can do Manager Override

Override most security restrictions from the User screen.

Override Clock-In After Failure to Clock-Out

Clock-in an employee who failed to clock-out before their last day end (if SpeedLine is set up for this). See Change Day End Clock-out Options for more information.

Send Message

Send messages to other employees.

Change Regular Price Group

Change the regular Price Group from the Manager screen.

Set New Manual Quoted Time

Set a new manual quoted time from the Terminal Manager screen. New manual  time will show in Terminal and Store Manager. See Change Quoted Time Settings for more information.

Temporarily Override Quoted Time

Temporarily override the quoted time from the Terminal Manager screen. Time in Store Manager will be shown as "overridden." See Change Quoted Time Settings for more information.

Activate Training Mode

Activate the Training Mode from the Manager screen.

Change Auto Logout Mode

Change an auto-logout station to manual logout, and vice versa, from the Manager screen.

Create Interim Inventory File

Create a temporary file that contains all the Inventory usage for the day.

Take Snapshot

Take an department or employee snapshot by  touching the Terminal Take Snapshot button.Used to track department performance for sales, labor, dispatch, discounts, etc. See Apply Settings by Department or Assign Job and Salary .

Print MRD (Make/Ready/Discard) Slips

Print slips to track the status of certain food items.

Run Day End

Perform the end of day procedure.

Minimize Terminal

Use the Minimize Terminal button in the User screen.

Exit Terminal

Use the Exit Terminal button in the User screen.

Shortcuts (Terminal Shortcut 1, Terminal Shortcut 2, Terminal Shortcut 3, Terminal Shortcut 4, Terminal Shortcut 5, Terminal Shortcut 6)

Use the six external program shortcuts from the Manager screen. See Add Terminal Shortcuts for more information.

Override Schedule

Override the "you are not scheduled to work today" messages.

Change KDS Activity Level

Change the Activity Level used by the QSR Kitchen Display System (if used).

View Manager Alerts

View the manager alerts that are produced by the Minor Employee Restrictions rules, among other settings.

Override Minor Restrictions

Override the Minor Employee Restrictions.

Override Odometer Minimum

Override when the odometer end number is less than the start number.

Override Automatic Opening of Banks at Clock-In

Override any errors if banks are set to auto-open. See Edit Employee Bank Options for more information on configuring Employee bank settings, including auto-open.

Edit Buffet Templates

Edit the Buffet Templates (if used) from the Manager screen.

Edit Buffet Usage

Edit Buffet Usage (if used) from the Manager screen.

Override Out of Stock items/modifiers limitation

Override the Out of Stock warning for an item or modifier. This allows items or modifiers that have been marked as out of stock in Terminal to be added to a ticket (often a deferred ticket that will be activated later, when the item or modifier is in stock).

Override if break time is too short

Override the message that informs employees that they are attempting to go "off break" early.

Override if break time is too long

Override the message that informs employees that they are attempting to go "off break" late.

Override if meal break time is too short

Override the message that informs employees that they are attempting to go "off  meal break" early.

Override if meal break time is too long

Override the message that informs employees that they are attempting to go "off  meal break" late.

Set System Time

Use the Set System Time button on the Terminal Manager screen.

Add Day Note

Use the Day Notes button on the Terminal Manager screen to enter day note text at any time.

View Analytics

Use the Analytics button on the Terminal Manager screen to access SpeedLine Cloud Reporting & Analytics dashboards.

Time Clock

Edit Time Clock Records

Edit the Time Clock record of an employee.

Override Time Clock Edit Requires Employee Confirmation

Override the requirement for an employee to confirm edit of his or her time clock. See Set Up Time Clock Options for a description of the Time Clock Edit Requires Employee Confirmation setting.

Previous Pay Periods

Edit an employee's Time Clock record for a previous pay period.

($) Additional Payroll

Use the Additional Payroll button in the Edit Shift window to add an additional amount to an employee's pay for that shift. (A maximum dollar amount can be set.)

Gift Cards

($) Activate

Activate Gift Cards. (A maximum amount can be set.)

($) Add Value

Add value to Gift Cards. (A maximum amount can be set.)

Void Transaction

Void a gift card activation or value add from the current day.