Toast POS Installation Guide

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
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