ExpressCheck Installation Guide - Toast
Version 1.6 – November 06, 2024
1 Set Up Items
Menu Setup/Go to Menus (Save After Every Step)
1.1 Add Menu: ExpressCheck
a. Availability All Times of Day: YES
b. Available Every Day: YES
c. Visible To Uncheck: In-store Orders: POS, Online Orders: Toast
- Online Ordering Partners: Uncheck all but CityCheers
d. Prep Station: Enable No Print
e. Discounting - Can items in this menu be discounted: No
f. Taxes: Unlink Tax from Parent Menu
g. Dining Option Tax: No Effect
h. Save
1.2 Add Group: ExpressCheck Fee
a. Pricing: Menu Group Provides Pricing – No
b. Visible To Uncheck: In-store Orders: POS, Online Orders: Toast
- Online Ordering Partners: Uncheck all but CityCheers
c. Inherit Course From ExpressCheck: Yes
d. Inherit Prep Stations From ExpressCheck: Yes
e. Reporting – Inherit Sales Category from ExpressCheck: Yes
f. Discounting – Inherit Discount Config from ExpressCheck: Yes
g. Taxes - Inherit Tax Rates from ExpressCheck: Yes
Inherit Tax Inclusion Option from ExpressCheck: Yes
Inherit Dining Option Tax from ExpressCheck: Yes
h. Save
1.3 Add Item
a. Add Create New Item: Expck Reward Club Fee
b. Base Price: 0.75
c. Edit Item
d. Inventory: In Stock
e. Does this Item contain alcohol: No
f. Visible To Uncheck: In-store Orders: POS, Online Orders: Toast
- Online Ordering Partners: Uncheck all but CityCheers
g. Prompt For Quantity: No
h. Preparation - Inherit Course from Menu Group: Yes
- Inherit Prep Stations form Menu Group: Yes
j. Reporting – Defer Revenue: Yes
k. Discounting- Inherit Discounting Config from Menu Group : Yes
l. Taxes - Inherit Tax Rates from ExpressCheck: Yes
Inherit Tax Inclusion Option from ExpressCheck: Yes
Inherit Dining Option Tax from ExpressCheck: Yes
m. Save
2 Setup Payment Method
2.1 Other Payment Options
a. ExpressCheck
1. Require Manager Approval: Yes
2. Treat as Discount: No
3. Tax Exempt: No
4. Tips Enabled: Yes
5. Show Receipt Dialog: No
6. Show Rewards Signup: No
7. Allow Rewards Cards: No
8. Save
3 Setup Comp & Promo
3.1 Discounts & Promo Codes
a. Add > ExpressReward
1. Open $ Off
2. Applies to Entire Check
3. Enable Discount will Apply to all items except
-Add: Search for ExpressCheck and Expck Reward Club Fee
4. Advanced Settings
- Permission Level: Manager
5. Save