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.

If the cash drawer is not opening while processing transactions, please verify the following:

1. Ensure the receipt printer is powered on and functioning properly, as the cash drawer is controlled through the printer.
2. Check that the cable connecting the cash drawer to the back of the printer is securely connected at both ends.
3. Un-plug and reconnect the drawer cable from both the printer and the cash drawer.
4. Confirm the cash drawer is unlocked and the key is set to the open position.
5. Power off the receipt printer and restart the POS terminal.
6. Turn the printer back ON and run a cash transaction to test the drawer.

Note:
If the drawer still does not open, verify that the drawer is not physically locked and that all printer-to-drawer connections are securely connected.

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.

To enter a Cash Drop in Plum POS, please follow the steps below:

1. On the POS terminal, navigate to:
   Functions > Time Slip
2. Select “Cash Drop” from the bottom menu.
3. Enter the cash drop amount and tap “Accept.”
4. Enter the Cashier PIN when prompted.
5. Enter the Manager PIN for authorization.
6. A receipt/slip will automatically print to confirm the cash drop amount and authorization details.

Note:
The printed receipt serves as confirmation that both the cashier and manager authorized the cash drop transaction.

To void a same-day closed check in Plum POS, please follow the steps below:

1. On the Zip POS Dashboard, review the Tlog Viewer to identify the transaction and locate the closed check number.
2. On the POS terminal, navigate to:
   Tables > New Orders > Closed Checks
3. Search for and open the required closed check.
4. Tap the blue bag button to reopen the order, then select the item to be voided.
5. Tap “Void” and select “OK” to confirm the action.

Note:

• Cash payments cannot be voided and must be refunded instead.
• Credit card payments can only be voided on the same day the payment was processed.

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.

To manually enter a tip in Plum POS during the current shift, please follow the steps below:

1. Log in using the cashier account assigned to the terminal/cash drawer.
2. Navigate to:
   Tables/New Orders > Closed Checks
3. Locate and open the required closed check.
4. Select the payment line showing the credit card details (last 4 digits of the card).
5. In the pop-up window, select the “Tip” or “Tip Amount” field.
6. Enter the tip amount from the signed receipt and tap “Accept.”

After all manual credit card tips have been entered, the cashier can proceed with the normal cash drawer close-out process.

Note: Manual tips must be entered during the same shift and under the cashier’s assigned drawer.

To apply a Tax Exemption in Plum POS, please follow the steps below:

1. Ring up all items on the order as usual.
2. On the Open order/Check, tap the blue shopping bag [icon] at the top of the screen.
3. Select “Tax Exempt.”
4. Enter the required tax exemption details, such as:
   • Tax Exempt ID
   • Description
5. Tap “OK” or “Accept” to apply the exemption.
6. Verify that the Tax amount has been removed from the bottom of the Check.
7. Proceed with the normal payment process (Cash, Credit Card, House Account, etc.).

Note:
The process for applying a Tax Exemption is the same in all scenarios.

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.

To add, edit, or void a tip within the current shift in Plum POS, please follow the steps below:

1. Navigate to: Tables/New Orders > Closed Orders
2. Locate and open the required order.
3. Select the payment method/payment line.
4. A pop-up window will appear.
5. Tap “Tip” in the bottom-right corner.
6. Enter or edit the tip amount.
   • To remove the tip, enter 0.
7. Tap “Accept” to save the changes.

Notes:

• Tip adjustments must be completed during the same shift and under the cashier’s assigned drawer.
• After all tip entries or adjustments are completed, the cashier may proceed with the normal cash drawer close-out process.

To perform the Plum POS Close Day / End of Day process, please follow the steps below:

1. Ensure all checks are closed and all employees are clocked out, except the closing manager.
   • Any remaining open checks must be closed or they may auto-close to a voucher.
   • The closing manager should complete Update Close Cash but should not clock out yet.
2. Log in using the Manager PIN.
   • Note: Only users with manager-level access can perform the Close Day function.
3. Navigate to:
   Functions > Close Day
4. Review the Open Checks screen.
   • Verify there are no open checks remaining.
   • Close any open checks if needed, then tap Next.
5. Review the Open Timeslips screen.
   • Only the closing manager’s timeslip should remain open.
   • Close any other open timeslips if necessary, then tap Next.
6. Review the Server Summary screen.
   • Verify 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 deposit amount.
7. Tap Next to review the Close Report.
   • You may review or print the report if needed.
   • A copy of the report will automatically print after a successful close.
8. Tap the “Close Day” button in the top-right corner.
   • When prompted with:
     “You are going to close your day. Click OK to proceed?”
     tap OK.
9. The system will complete the Close Day process and return to the login screen.

1. To close a cashier drawer during mid-day or end of day, please follow the steps below:

   1. Log in to the POS using the cashier’s assigned login or PIN.
   2. Ensure all checks are closed or transferred before starting the close process.
   3. Navigate to:
      Functions > Timeslip
   4. Select “Update Close Cash” and enter the total cash amount currently in the drawer, including the opening cash balance.
   5. Tap “Accept” or “Done.” Both the cashier and manager will be prompted to enter their PINs for authorization.
   6. Once accepted, select “Clock Out” on the POS terminal.
      Note: This action only closes the cashier drawer in the POS system and does not clock the employee out of the timekeeping system.
   7. A Timeslip/Cash Close report will automatically print to confirm the cashier drawer has been successfully closed.

   Additional Notes:

   • A Close Cash amount must be entered before clocking out.
   • After performing Update Close Cash, cash-related transactions cannot be processed until the cashier clocks out and logs 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.

To assign or Un-assign a cash drawer in Plum POS, please follow the steps below:

1. The cashier logs in to the POS terminal and selects the appropriate Job Code (Cashier or equivalent).
2. When prompted with “Do you want to assign this drawer to yourself?”, select “Yes.”
3. Enter the Open Cash (starting bank) amount and tap “Accept.” The drawer will open for cash verification.

You can verify the drawer assignment status by tapping the blue [icon] at the bottom-left corner of the screen:

• If it displays “Unassigned,” a cashier must be assigned to the drawer.
• If a cashier name appears, that cashier must either complete their transactions or finish the drawer close process before another cashier can be assigned.

To Assign a Drawer

1. Navigate to:
   Functions > Timeslip > Update Open Cash
2. Enter the starting bank amount and tap “Accept.”

To Unassign a Drawer

1. Navigate to:
   Functions > Timeslip > Update Close Cash
2. Enter the final cash count, including the starting bank amount. The system will automatically calculate any differences.
3. After entering the Close Cash amount, tap “Clock Out” to complete the drawer unassignment process.

A Timeslip/Cash report will automatically print once the process is completed successfully.

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.

• 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.

To check whether Online Ordering is enabled or disabled, or to identify who performed the action, please follow the steps below:

1. Navigate to the “Enable/Disable Online Ordering Report.”
2. Review the “Past Status” and “Current Status” columns to verify whether Online Ordering is currently enabled or disabled.
3. Check the “Disabled Status” column to view the duration or scheduled time that Online Ordering will remain disabled.
4. Review the “Authorized By” column to identify the employee or manager who enabled or disabled Online Ordering from the terminal.

• 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.

If House Account transaction data is not appearing under the “House Detail” section, it is possible that a payoff has already been created for that specific House Account. In this case, the related transaction details will appear under the “Pay Off History” section instead of the active House Detail view.

To View House Account Payoff Details

1. Navigate to the “House Account” report.
2. Open the “Pay Off History” tab.
3. Review the payoff records for the required House Account.

Note:
The “Pay Off History” section displays payoff-related data for each individual House Account.

To enable or disable Online Orders from the POS terminal, please follow the steps below:

1. Log in to the terminal using a Manager PIN.
2. Navigate to:
   Functions > Enable/Disable Online Orders
3. Follow the on-screen prompts to enable or disable Online Orders.

• 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

• 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

To process a cash refund in Plum POS, please follow the steps below:

1. Open the closed check that needs to be refunded.
2. Tap the blue shopping bag icon and select “Initiate Refund.”
3. Enter the Manager PIN when prompted for authorization.
4. Select the item(s) to be refunded from the check.
5. Finalize the refund.
6. Press and hold the “Pay” button for approximately 3 seconds to complete the cash refund.

• 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

If you are unable to complete the Close Day / End of Day process in Plum POS, please verify the following common causes:

1. Open Checks still exist.
   • All guest checks/orders must be closed before performing Close Day.
   • Review the Open Checks screen and close any remaining checks.
2. Employees are still clocked in.
   • All employees must clock out except the closing manager.
   • Review the Open Timeslips screen and close any open employee timeslips if needed.
3. The closing manager has already clocked out.
   • The manager performing Close Day must remain clocked in until the process is completed.
4. Insufficient permissions.
   • Only users with manager-level access can perform the Close Day function.
   • Verify you are logged in using a valid Manager PIN.

• 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 

• 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