1. Log in to Plum POS web account
2. Navigate to the House Account section.
3. Go to settings

• • Settings → App Settings → Plum POS → Site Settings

4. Select site

• • Choose your site location, then select House Account
  • Adjust limitUnder Account Details, update the spending limit to the desired amount.

5. Push changes

• • Click ‘Push Changes’ or ‘Push All.

6. Refresh POS Configs

• • Perform a Refresh Configuration on the POS to apply the updates.

1. Log in to Plum POS cloud Server

• • Go to https://plumpos.com and log in.
  • Select Brand & Location
  • Choose the correct Brand and Location.
  • Go to Settings
  • Navigate to Settings > App Settings > Plum POS.
  • Choose Site – Scroll down to Site Settings and select the correct site.

2. Update Printer:

• • Click on Printers.
  • Edit the printer’s IP address so it points to the other printer location.
  • Push Changes -> Save and push the changes.
  • Refresh POS Config
    • Either restart the Primary POS OR
    • Log in with Manager PIN > Functions > Support > Refresh Config.

**Test Print** Confirm that the printer is now receiving receipts.

1. Check if any object has fallen into the back of the drawer and is blocking it.
2. Ensure nothing is protruding from the drawer that prevents it from closing.
3. Inspect the lever at the back of the drawer; if it is stuck open, remove the drawer and reseat the lever in the correct position.

1. Verify the receipt printer is powered on and functioning.
2. Ensure the cable from the bottom back of the cash drawer to the printer is securely connected.
3. Unplug and re-plug the drawer-to-printer cable at both ends.
4. Power off the receipt printer.
5. Restart the POS terminal.
6. Power the printer back on.
7. Confirm the drawer key is turned to the open position.
8. Run a cash transaction to test if the drawer opens.

1. On the POS screen, find the key icon in the top left corner.
2. Tap the key icon 7 or more times. On the next MDM screen click on sync button.
3. Wait a few moments while the terminal completes the sync process.
4. After syncing, verify that the Discount buttons are visible on the POS interface.

1. Obtain an unloaded gift card to use as the swipe card.
2. Log in to a terminal using the Manager PIN.
3. Go to ‘Functions’.
4. Select ‘Employees’.
5. Choose the employee (manager) you want to set up.
6. Register a swipe card for that employee.
7. Swipe the unloaded gift card on the terminal card reader to register it.

Note: Once the swipe card is successfully registered, the manager can log in with the card and the PIN will no longer be used.

1. After generating the check, tap the ‘Function’ icon (blue bag icon) on the left side of the screen.
2. Select ‘Split Check’.
3. Tap ‘Even Split’.
4. Enter the number of people to split the check.
5. Tap ‘Accept’ to finalize the split.

1. On the POS terminal, tap ‘Function’.
2. Select ‘Time Slip’.
3. Choose ‘Cash Drop’.
4. Enter the cash drop amount.
5. Tap ‘Accept’.
6. Enter the Cashier PIN when prompted.
7. Enter the Manager PIN when prompted.
8. A slip with the entered amount will automatically print as confirmation.

1. On the Zip POS Dashboard, review transactions in the Tlog viewer to identify the credit card transaction that was authorized on a zero-dollar check.
2. Locate the specific check number (e.g., #23660) that needs to be voided.
3. On the POS terminal, navigate to ‘Tables’ > ‘New Orders’ > ‘Closed Checks’.
4. Search for the check number (e.g., 23660).
5. Tap the payment method (e.g., Visa $9.73).
6. Select ‘Void’ and tap ‘OK’ to confirm.

1. On the POS device, tap the ‘Function’ button.
2. Navigate to ‘Reports’.
3. Select ‘Pay In / Pay Out’.
4. Locate and select the Pay In/Pay Out entry you want to change.
5. Choose ‘Void’ to remove or edit the entry as needed.

1. Open the order from the Orders screen.
2. Tap on the blue bag icon(Order functions) in top right corner of check.
3. Tap ‘Initiate Refund’.
4. Select ‘Items’ which to be refunded.
5. Click on finalize refund button in check.
6. Enter the Manager PIN when prompted.
7. Select ‘Account’ option in Payment modes.
8. Search ‘House Account’ name in search pop from which the payment was done.
9. Select the ‘House Account to which amount needs to be refunded.
10. Change the refund amount (If required) and then tap on the ‘Accept’ button.

Manual tips must be entered on the Cashier’s assigned detail drawer during that same shift.

Use these steps to manually enter a tip on a credit card transaction after the check has been closed:

1. Log in as the Cashier assigned to that terminal.
2. Go to ‘Tables’ or ‘New Order’.
3. Select ‘Closed Checks’.
4. Locate and select the desired check.
5. On the left side, press the paid line showing the last 4 digits of the credit card number.
6. In the pop-up box, select the ‘Tip Amount’ field.
7. Enter the amount written on the credit card ticket.
8. Press the green ‘Accept’ button.
9. After completing all manual credit card tip entries for each ticket, the Cashier can proceed with the steps to close out the cash drawer.

1. Ring up all items as usual.
2. Tap the blue shopping bag icon on the top left side of the screen.
3. Select the ‘Tax-Exempt’ option.
4. Enter the TIN# or Name to apply the exemption.
5. Confirm that the tax has been removed at the bottom of the check.
6. Proceed with the normal payment method (Cash, Credit Card, or House Account).

1. Log in using the manager’s PIN.
2. Go to ‘Functions’.
3. Select ‘Support’.
4. Tap ‘Refresh Config’.
5. Log out of the POS.
6. Wait 10 seconds.
7. Log back in.
8. Alternatively, you can simply restart the POS to refresh the configuration

1. Locate the power button on the bottom right of the terminal (silver button).
2. Press and hold the button until the terminal powers off completely.
3. Once the terminal has fully shut down, press the power button again to turn it back on.

1. Tap the item(s) that need to be voided, then tap the ‘Void’ button, select a reason, and enter the Manager PIN.
2. After the item(s) have been voided, tap the ‘Transactions’ button to open the check view screen and review the payment information.
3. If any discounts were applied, void them by tapping the discount, tapping the ‘Void’ button, and entering the Manager PIN.
4. To void the credit card payment, tap the payment information, edit the payment amount to the adjusted amount or tap the ‘Void’ button, enter the Manager PIN, and tap ‘Accept’.

Note: Cash payments cannot be voided—only refunded. Credit card payments can only be voided on the same day the payment was made.

1. Go to ‘Orders’.
2. Select ‘Closed Orders’.
3. Locate the order you need to adjust.
4. Click on the payment method for that order.
5. A box will pop up.
6. Tap ‘Tip’ on the bottom right.
7. Enter a new tip amount, edit the existing tip, or enter 0 to remove it.
8. Tap ‘Accept’ to save the changes.

1. Before starting, the manager must confirm that all checks are closed and that every login except the closing manager’s is clocked out.
2. The closing manager completes their Update Close Cash but does **not** clock out.
3. Go to ‘Functions’ → ‘Close Day’.
4. On the first screen, review the list of any open checks and close them all, then tap Next.
5. Review the Open Timeslips tab. Only the closing manager’s timeslip should remain open. Close any others if needed and tap Next.
6. On the Server Summary tab, review each employee’s cash reconciliation. In the ‘Actual Bank Deposit’ section (blue in Dark Mode or purple in Light Mode), tap ‘$0.00’ and enter the total counted cash for deposit.
7. Tap Next to open the Close Report tab. Review or print the report. A copy will auto-print after a successful close.
8. Tap the ‘Close Day’ button in the top right corner. When prompted ‘You are going to close your day. Click OK to proceed?’, tap OK.
9. The day will close successfully and the screen will return to the login screen.

1. Log into the POS with the assigned cashier’s number.
2. Ensure all checks are closed. From the order screen, go to ‘Tables/New Orders’ or ‘Functions’ → ‘Orders’ to review any open checks. Close or transfer any that remain.
3. From the order screen, tap ‘Functions’ → ‘Timeslip’.
4. On the bottom menu bar, tap ‘Update Close Cash’.
5. Count all cash in the drawer, including the Open Cash amount.
6. Enter the total cash either by typing the amount or tapping the coin icon to enter quantities of each currency. Tap ‘Accept’ or ‘Done’ when finished.
7. Enter your PIN and tap ‘Accept’.
8. A manager must authorize the close and will be prompted to enter their PIN.
9. Review your cash amounts. When ready, tap ‘Clock Out’, then tap ‘OK’. A Timeslip report will print automatically.

Notes: You cannot clock out until a Close Cash amount is entered. After entering Close Cash, you cannot process orders, Paid Ins/Outs, or any action that changes cash amounts unless you clock out and back in again.

There are three ways to open a cash drawer:

1. Log into the POS, then go to ‘Functions’ → ‘Open Cash Drawer’ (a manager PIN may be required).
2. Use the provided key, typically kept in the manager’s office.
3. Pull the lever located at the back, on the bottom of the drawer.

1. Click the blue/purple icon at the bottom left of the screen.
2. A pop-up shows who is assigned. If it says ‘Unassigned’, a cashier must be assigned.
3. If it is assigned, the person listed must either take orders or close out their time slip. Assign a Drawer: Go to ‘Functions’ → ‘Timeslip’ → ‘Update Open Cash’. Enter the starting bank amount and accept. Unassign a Drawer: Go to ‘Functions’ → ‘Timeslip’ → ‘Update Close Cash’. Enter the final cash count (including the starting cash amount); the system will auto-deduct it from the final total. After entering close cash, the cashier must hit ‘Clock Out’.

1. Log in to Terminal 1 as Cashier (or equivalent job code for the brand).
2. Tap ‘Job Code’ → ‘Cashier’.
3. When prompted ‘Do you want to assign this drawer to yourself?’, select ‘Yes’.
4. Enter the Open Cash amount.
5. The drawer will open; count the cash in the drawer

Notes: For brands with ‘Owner Required’ activated, Terminal 1 or 2 is only accessible to the cashier assigned. Terminal 1 is only accessible to the assigned person and Terminal 2 is assigned to another person. You cannot assign both terminals to the same person. If a manager logs in to activate their manager PIN, do not assign them a cash drawer.

1. Log in to Terminal 1 as Manager

• • Tap ‘Job Code’ → ‘Manager’.
  • When prompted ‘Do you want to assign this drawer to yourself?’, select ‘No/Skip’.
  • Go to ‘Function’ → ‘Open Cash Drawer’ and place money in the drawer. Do NOT enter an Open Cash amount (this drawer will not be used for transactions).

1. Log in to Terminal 2 as Manager.

• • When prompted ‘Do you want to assign this drawer to yourself?’, select ‘Yes’ Enter the Open Cash amount and place money in this drawer.

• There might be a possibility that some open orders have no menu items in the POS terminal, that’s why they are get auto closed and showing their status as “Auto-Closed”

• This can be achieved under the Menu Mix report under the tab “View by Items” where all the items will be shown along with the child items names.

• There might be a possibility for that particular house account, the pay off has been created that’s why the house account details is ot showing for that particular house account. To know more about the details, you need to move under the House account reports’ “Pay off history” section.

• Move to any of the reports type “Daily/Weekly/Monthly” sales report and scroll down till the section “Sales by Daypart” appears, you will find out the types of meals on the basis of time when the orders are created within a day.

• Raise a query with the help of “Submit Support Ticket” and create the support ticket to get the answers of your question from the support team where your orders get stuck.

• Move to “Enable/Disable Online Ordering Report” and you will find out the Status whether the online orders are enabled or disabled in “Past Status” and “Current Status” column along with the time to which the activity will be held under “Disabled Status” column.

• Move to “Enable/Disable Online Ordering Report” and you will find out the name of the employee under the column “Authorised By” who has enabled/disabled the online orders from Terminal.

• Navigate to the “House Account” report and move to the tab “Pay Off History” to get the details of pay off data per house account basis.

• Log into terminal using manager pin
• Functions > Enable/Disable online orders > Follow on screen prompts

• Log in to the terminal using the manager pin.
• Select Functions > Support > Export db to server or 
• Functions > Support> Export logs to server > enter number of days > ok

• The MAC address is located inside the back cover of the PAX device
• You will need a small Phillips head screwdriver to remove the back cover

• The tip feature must be programmed into the device.
• Please open a ticket in our ticketing system to request your devices to be updated

• Touch the item you wish to remove and select remove from the pop up menu

• You would manually tell the kitchen not to make the item
• Select the item on the check you wish to void.
• Select Void from the pop up menu – manager authorization is required

• Touch the dine in option at the top of the check and select To Go

• This function is performed on the back office system
• Plum POS Dashboard > DSR Reports

• Check that the internet to the location is active. If not, contact your internet service provider for more details on fixing the issue.
• Is the terminal connected to a network switch? Does the switch have power?
• Check all internet connections are plugged in correctly

• Log into your Plum POS account
• Select Plum POS Dashboard
• Select Weekly Sales Report
• Tip data is displayed there in daily and weekly totals

• Are the kitchen printers set up properly?
• Is the kitchen printer turned on? Have Power?
• Network connections are stable to the kitchen printer?

• Is your POS Terminal online?
• Touch the wifi icon on the terminal if it is red it is offline
• Check all network connections

• Log into your Plum POS account
• Go to Plum POS app
• Select devices from the left navigation pane
• Select the terminal and add the ip address of the printer to print to. Follow the same procedure for the other terminal using the same IP address. Both terminals will now print to the same printer.

• Log into your Plum POS account
• Go to settings > app settings > Plum POS
• Navigate to the site level settings and select the site location from the drop down menu list
• Select Remote Printers
• Choose the printer and enter the IP address of the kitchen printer
• Click save

• Log into your Plum POS account
• Go to settings > app settings > Plum POS
• Navigate to the site level settings and select the site location from the drop down menu list
• Select vouchers
• Locate the voucher to disable and toggle it off
• Click save in upper right corner
• Go back to the site settings level and Push Changes to the site

• Is it locked? Need key to unlock
• Is the printer turned on? Cash drawers are controlled by the printer
• Are the connections from the printer to the drawer solidly connected?

• Check the network connections
• Is the printer turned on? Have power?
• If it is a network printer, turn the printer off for 5 seconds. Turn it back on. A slip will print in 15 seconds with the device IP address. Be sure that matches the terminal configurations

• Terminal lost network connection
• Terminal is restarting – wait until reboot completes
• Terminal lost power – check for power connectivity

• Terminal lost network connection
• Terminal is restarting – wait until reboot completes
• Terminal lost power – check for power connectivity

• Cashier will select Functions > Time slip
• Select Cash Drop from bottom menu
• Enter the amount of the cash drop
• Enter cashier pin at the prompt
• Enter manager pin at the prompt
• Receipt will print that shows the cashier and manager authorised the correct cash amount

• Open the closed check
• Tap the blue shopping bag and select initiate refund – manager authorization required
• Select all items to refund from the check
• Close the negative amount to cash by pressing and holding the pay button for 3 seconds

• Open the closed check
• Tap the blue shopping bag and select initiate refund – manager authorization require
• Select all items to refund from the check
• Close the negative amount to the correct payment method used
• If paid by credit card, the authorization amount of the original transaction will be adjusted to the new total automatically.

• Check that you are not on a modifier screen
• Check that all mandatory items for a selected item have been chosen.
• Select Menu in bottom right corner of screen to be brought back to the open check functionality.
• Close as normal

• Are there open checks that need to be closed?
  • All checks must be closed or will auto close to a voucher
• Are you logged in using a manager pin?
  • This function is only available to managers

• This depends on the card – debit cards may prompt for a pin option

• To adjust the settings for the dim screen you must enter the device settings.
• Click on Display
• Click Screen Timeout
• Change the timeout to Never
• Press the Red X in the bottom left corner to return to the main settings page 

• Check the internet connection. This happens when the device cannot connect to the internet

• Open the check to remove the tip from
• Select the payment method in the centre of the closed check
• Select Tip in the bottom right of pop up box
• Change the tip amount to zero
• Hit accept 

• Open the check to add a tip to
• Select the payment method in the centre of the closed check
• Select Tip in the bottom right of pop up box
• Enter the tip amount from the signed receipt
• Hit accept 
• Click Here for detailed instructions

• On an open order, select the blue shopping bag at the top of the check
• Select Tax Exempt
• Enter the required information for the tax exempt organisation
• Hit Ok – tax will be removed

• Log in using manager pin
• Select Functions > Support > Refresh Config

• There are 2 ways to restart the terminal
  • Press and hold the power button under the bottom right corner of the terminal for 3 seconds.
  • Log in as a manager and select Functions > Reboot

• Log in using the manager’s pin number
• Select Functions > Close Day
• Follow onscreen instructions.

• Cashier will select Functions > Timeslip
• Select Update Close Cash – Enter total amount of cash in the drawer (includes opening cash balance)
• Hit Accept – this will prompt both the cashier and manager for their pin numbers.
• Once Accepted, select Clock Out on the terminal (This does not clock the employee out of the timekeeping system. Only the POS)
• A slip will print – Cashier is now closed out

• Cashier logs into Terminal 1
• Press Job Code option – Cashier or brand equivalent
• When asked – Do you want to assign this drawer to yourself?  The answer is YES
• Enter Open cash amount
• Drawer will open, they should be able to count the cash in drawer