Activ8

Open the app 

• The grey square labeled: A

Put in your PIN #

Select Tasting Room

• Hit Continue

It will start on the Tastings Page

• To select a different page hit the dropdown menu next to the word Tastings

Add the Items needed by clicking on the items

• The items will appear on the right side (the order screen)

To add a wine club member click on 'Customer Search'

• Type in the name and wait for the list to load

• Click on the desired name

  • If there is a red dot with a number in it that means they have pick ups available

• Assign a table to the order

  • Click on the square with the picture of a table setting

  • Click on the table and add how many people at the table

  • Click 'Done'

To send items to the kitchen click Send Items

• This opens up the items on the 'Order Screen'

• Click on the Printer you want to send it to

• Click on the items you would like to send

  • They will move from the left column to the right column

• Click 'Send'

When you are done with the order at the moment Click 'Save'

To find an order that was already started click on the top menu 'Pending Orders'

• Click on the order you would like to edit or check out

To close the order Click 'Check Out'

• If it is a wine club member make sure their name is on the top and that you can see what level they are (this insure that it has actually found them in our system)

  • If they are a member you should see a discount on their wines

  • Food items will not be discounted

• Make sure that all items are correct on their order

• Click on the way they would like to pay

  • If cash enter the amount of cash you were given and it will tell you how much change to give

    • Bring the cash to the cash drawer and make change

  • If card on file click 'Card On File' and have the member sign for their charge

  • If credit card click 'Credit Card'

    • Hit 'Process'

    • Flip the ipad order to see the card reader

      • It will show the total on the screen

      • Tap/Insert Chip/ Swipe card to process the charge

      • Have the Customer sign for their charge

  • Enter your PIN# to complete the order

• To see all completed orders click on the top menu 'Order History'

  • To find an order click 'Search'

    • Hit clear to clear out the last search parameters

    • To find your orders for the day 

      • Click on the start date add todays 

      • Click on the end date add todays

      • Click on Checkout Rep & Find your name

      • Click search

• To Add or Edit a Wine Club Member

  • Click on the top menu 'Customers'

  • To Edit: Search for a member 

    • Edit what needs to be edited then click 'Save Customer'

  • To Add

    • Enter the information in the Profile / Billing / Membership 

    • Click 'Add Customer'