Index

EVO Docs Main Page

  1. Order Screen Elements
    1. Ticket Info Tab
      1. Ticket Uptime
      2. Transfer Events
      3. Custom Ticket Name
      4. Customer Database
    2. Store & Fire Order
    3. Pay a Ticket
    4. Seat Position
    5. Order Destination
    6. Ticket Ownership
    7. Item Function (Button)
    8. Start Over / New Ticket (Button)
    9. Print (Button)
    10. Tickets (Button)
    11. Ticket Actions (Button)
      1. Split Ticket
      2. Merge Tickets
      3. Reprint to Remotes
      4. Open Drawer
      5. Apply Ticket Discount
      6. Apply Service Fee
      7. Void Ticket
      8. Comp Ticket
    12. Item Actions
      1. Item Hold
      2. Remove Item
      3. Change Applied Modifiers
      4. Misc. Mods
      5. Item Discount
      6. Split Item
      7. Recipes
      8. More Function
      9. Comment
  2. POS Menu Elements
    1. Global Ticket Search
    2. Functions
      1. Open Cash Drawer
      2. Show All Tickets
      3. Show Finalized Tickets
      4. Recall Ticket
      5. Transfer All Tickets
      6. Refresh Database
    3. Sections and Tables
      1. Section and Tables Features
    4. New Ticket
    5. Active Events Bar
  3. Employee Menu Elements
    1. Message of the Day
    2. Timeclock
    3. Messages
    4. Reports
    5. Cash Tip Declaration
    6. Notifications
  4. Manager Menu Elements
    1. Updates
    2. Records
    3. Sales Report
      1. Reporting Options
    4. Stock Tracking
    5. Customers & Loyalty
    6. Timeclock
    7. Tenders
    8. End of Period
  5. Taskbar Elements
    1. Hamburger Menu
      1. Notifications
      2. eGift Solutions App
      3. Cash Drawer
      4. On-Screen Keyboard
      5. Power
  6. Lock Screen Elements
  7. Programming Options
    1. Menu Items
    2. Modifier Sets
    3. Screen Layouts
    4. Timed Events
    5. Employees
    6. Tables
    7. Tax Groups
  8. System Options
    1. Behavior
      1. Internet Check
      2. End of Period Options
      3. Touch
      4. Void Alerts
    2. Security
      1. Auto Lock
      2. Pin Auto Login
      3. UBD
    3. Payment
      1. Tip Adjust Required
      2. Print Receipt on Cash Tender
      3. Applied Tender Display
      4. Finalize on Exact Cash
      5. Return to Ticket Screen on Close
      6. Prompt for Tip on EMV Device
      7. Auto Finalize on Change Due
      8. Cash Discount
      9. Service Fee
    4. Appearance
      1. Custom Button
      2. Performance
      3. Theme
      4. System Font
    5. Printing
      1. Receipt Options
      2. Remote Options
    6. Employees
      1. Message of the Day
      2. Permissions
    7. Order Screen
      1. Show Order Type
      2. Use Quick Tenders on Recall
      3. New Ticket Resets Order Type
      4. Percentage Discount Affects Tax
      5. Enable Active Events Button
      6. Enable Item Quantity Bar
      7. Enable Modifier Sides
      8. Print Item Void Chit on Remotes
      9. Open Items Retain Description
      10. Always Show All Tickets
      11. Do Not Allow Payments With Item Holds
      12. Show Quick Actions on Tabs
      13. Show Stock Amount on Items
      14. Automatically Add Decimals in Currency Fields
      15. Duplicate Item Behavior
      16. Table Type
      17. Void and Comp Reasons
      18. Table List
    8. Reporting
      1. Setup Hourly Ranges
      2. Email Recipients
    9. CFD
      1. Stations Idle Message
      2. Closed Message
    10. Experimental
  9. System Setttings
    1. Tools Menu
      1. Reinstall Remote Support Client
      2. Restart Local Print Spooler
    2. Power Menu
      1. Power Off
      2. Restart Computer
      3. Relaunch EVO Client
    3. Update Database
    4. About
  10. User Training
    1. Starting a Shift
    2. Ending a Shift
    3. Using Timeclock
    4. Split Ticket By Person
    5. Merging Tickets
    6. Splitting an Item
    7. Splitting a Ticket by Payment
    8. Add Custom Comment
    9. View Item Recipe
    10. Hold an Item
    11. Reprint to Remotes
    12. Apply Ticket Discount
    13. Apply Item Discount
    14. Void a Ticket
    15. Comp a Ticket
    16. Apply Service Fee or Manual Gratuity
    17. How to Adjust Tip
    18. eGift App User Guide
  11. Manager Training
    1. Sales Reporting
      1. Sales Overview Section
      2. Tenders
      3. Discounts
      4. By Department
      5. By Group
      6. Gratuity
      7. Product Mix
      8. Extended Product Mix
      9. Open Items
      10. Voids
      11. Cash Drawer Events
      12. Estimated Cash Drawer
      13. Net Cash Due
    2. Category Programming
    3. Menu Item Programming
    4. Modifier Programming
    5. Discount Programming
    6. Timed Event Programming
    7. Close Period and Batch
    8. Table and Section Design
    9. Set Tax Rate
    10. Employee Management
    11. Timeclock Management
    12. End of Period Close
  12. Hardware Topics
    1. Workstations
      1. HK570 Info
    2. Tablets
      1. Microsoft Surface Go Info
    3. Printers
    4. Cash Drawers
    5. Barcode Scanners
    6. Accessories
    7. EMV Devices
      1. PAX S80 Info
      2. PAX SP30 Info
      3. PAX S300 Info
      4. PAX D210 Info
      5. PAX Troubleshooting
    8. Networking Devices
  13. Basic Troubleshooting
    1. Unable to Finalize Ticket
    2. Tip Adjust Not Allowed
    3. Check Engine Light on Taskbar
    4. Not Receiving System Emails

Reporting Options



Standard Sales Report Elements

◇ On-demand historical reporting by configurable date and time range.

◇ Ability to save report snapshots locally.

◇ Reporting time period templates include Today, Yesterday, This Week, This Month and Sales By Hourly Range (user configurable day-part ranges).

◇ Sales Overview includes Gross Sales, Non-Sales Revenue, Discounts, Returns, Credit Card Summary, Credit Card Tips Summary, Service Fees, Service Fee Tax, Total Tax Collected, Net Sales.

◇ Tenders provides a breakdown of all tenders received including Cash, Credit (by card type), Gift Cards/Certificates, as well as any additional custom tender types that may be configured.

◇ Discounts breaks down all applied discounts by discount description, Type (ticket discount, or item discount), Employee and the ticket UID for research.

◇ Sales by Department breaks down sales totals by master departments and provides a % of total sales.

◇ Sales by Group further breaks down the department sales reporting to provide insight into what % of sales are coming from specific product types within the master department. For example, if the master group was “Beer”, sub groups might include Domestic Draft, Import Draft, Domestic Bottle, Import Bottle, etc.

◇ Gratuity Report includes a list of all employees worked during the reporting selection and the credit or gift card tips that they earned, as well as any cash tips that they declared.

◇ Product Mix report displays item sales quantities. Sort options include High to Low (top sellers), Low to High (bottom sellers), By Item Name (alphabetical).

◇ Extended Product Mix option includes product mix details further broken down by department.

◇ Open item logging displays any Open Items an employee may have rang in during their shift, including description, price and who the ticket owner was.

◇ Voids reporting includes the reason for the void, time and date stamp, the employee who voided the item, and the total dollar amount of the void.

◇ Cash Drawer Events displays all Cash-Ins and Paid Outs by station, drawer, amount, employee, paid-out reason, and date and time stamp of the drawer close.

◇ Net Cash Due displays the total cash that should be on hand owed to the restaurant. (Total Cash In + Cash Payments Tendered - Cash Returns - Paid Outs).

◇ Transaction and Void count summary

Individual employee reports include all of the above, except only their individual sales and gratuity data is displayed.

• Other available reports include:


◇ Ticket Detail Report

◇ Tender Report

◇ Logins Report

• Sales Graphs

◇ Product Mix

◇ Tenders

◇ Closed by Employees

• Labor Estimation (net sales vs. labor)

◇ On the Clock

◇ Off the Clock