Skip to main content

Essentials App

  1. Essentials Suite App Access

    How to access the Essentials Suite (Essentials, Essentials Light, or Retail) App

  2. Essentials Suite App Cash Pay In and Pay Out

    How to add or remove money from your cash drawer in the Essentials, Essentials Light or Retail App

  3. Essentials Suite App Category and Button Configuration

    How to change the location of categories and items buttons to the left side of the screen in the Essentials, Essentials Light or Retail App

  4. Essentials Suite App Clock In/Clock Out

    How to use the time clock to clock in and out and how to manage clock functionality in Essentials or Retail App

  5. Essentials Suite App Customer Assignment

    How to enable the prompt to assign a customer to a sale and add or remove a customer from a sale in the Essentials, Essentials Light or Retail App

  6. Essentials Suite App Customer Information Management

    How to add and remove a customer from a sale or update customer information in the Essentials, Essentials Light or Retail App

  7. Essentials Suite App Customer Notes

    How to view and manage customer notes in the Essentials, Essentials Light or Retail App

  8. Essentials Suite App Data Synchronization

    How to manually synchronize your Essentials, Essentials Light or Retail App with the Back Office

  9. Essentials Suite App Device Registration

    How to register your Essentials or Retail terminals to connect with Back Office and verify that devices are connected

  10. Essentials Suite App Future Orders

    How to use the future order option to take orders that will be picked up in the future using the Essentials or Retail App

  11. Essentials Suite App Gift Receipts

    How to enable gift receipts and print gift receipts in the Essentials, Essentials Light or Retail App

  12. Essentials Suite App Item Favorites List

    How to add an item to the Favorites list in the Essentials, Essentials Light or Retail App

  13. Essentials Suite App Item Lookup

    How to look up item details in the Essentials, Essentials Light or Retail App

  14. Essentials Suite App Loyalty Rewards

    How to redeem and view loyalty rewards in the Essentials or Retail App

  15. Essentials Suite App Payment Terminal Connection

    How to connect the payment terminal to the Back Office in the Essentials, Essentials Light or Retail App

  16. Essentials Suite App Payments

    How to take a payment using a credit card, check, or cash in the Essentials, Essentials Light or Retail App

  17. Essentials Suite App Preset Tip Amounts

    How to change preset inline tip amount buttons on the Essentials and Essentials Light App

  18. Essentials Suite App Price Override or Adjustment

    How to override or adjust a price on a ticket item in the Essentials, Essentials Light or Retail App

  19. Essentials Suite App Receipts

    How to use receipt options to allow customers to print, email, or opt out of receiving the receipt in the Essentials, Essentials Light or Retail App

  20. Essentials Suite App Reports

    How to run Shift Summary, Store Summary and Hourly Sales reports in the Essentials Suite App

  21. Essentials Suite App Return (or Refund/Credit)

    How to process a return/refund/credit in the Essentials, Essentials Light, or Retail App

  22. Essentials Suite App Sale Ticket Hold and Recall

    How to hold and recall a ticket in the Essentials, Essentials Light or Retail App

  23. Essentials Suite App Settings

    How to access the configuration settings in the Essentials, Essentials Light or Retail App

  24. Essentials Suite App Shifts and Count Cash

    How to open and close a shift and count cash in the Essentials, Essentials Light or Retail App

  25. Essentials Suite App Ticket Discounts

    How to apply or remove ticket-level or item-level discounts on a ticket in the Essentials, Essentials Light or Retail App

  26. Essentials Suite App Ticket Item Management

    How to add and remove an item from a sale, group ticket items, change item quantity, and clear a ticket in the Essentials, Essentials Light or Retail App

  27. Essentials Suite App Ticket Notes

    How to add a note to a ticket on the Essentials, Essentials Light or Retail App

  28. Essentials Suite App Ticket Tax

    How to change the ticket tax on a ticket in the in the Essentials, Essentials Light or Retail App

  29. Essentials Suite App Ticket, Receipt or Sale Recall/Reprint

    How to recall a ticket that has been placed on hold, and reprint and email receipts, in the Essentials, Essentials Light or Retail App

  30. Essentials Suite App Time Clock Activity

    How to view time clock information and report in the Essentials or Retail App

  31. Essentials Suite App Tip Adjustment

    How to enable tip adjustment and add a tip to a ticket after a sale in the Essentials App

  32. Essentials Suite App Training Mode

    How to use the training mode in the Essentials or Retail App

  33. Tip Method Overview

    An overview of tip adjustment and inline tipping, including the eligible MCC