Quick Help for Your Tonic POS

Welcome to your quick reference hub for Tonic POS Front-of-House operations! This page features short video tutorials designed to help you master common tasks quickly and easily. Find the guide you need below to get immediate assistance.

Find Your Guide

Click a topic below to jump directly to the video guide.

Shift & Cash Management

Tasks related to starting/ending shifts and handling cash

Clock In & Clock Out

Open & Close Store

Cashing In & Out

Table & Order Adjustments

Tasks for managing active orders or table assignments after initial order taking

Move a Table to a Different Location

Reopen or Transfer a Check

 

Order Taking & Item Management

Core tasks for creating and modifying orders and items

Create a New Floating Order

Search Item by Name

Delete or Duplicate an Item

Change Availability, Price, Sides, & Quantity

Check & Payment Management

Tasks related to finalizing orders and taking payments

Taking Credit Card Payments

Split a Check

Apply a Discount or Comp

Quick Sale (This often involves immediate payment)

Shift & Cash Management

Clock In & Clock Out

Learn how to quickly clock in and clock out for your shift in Tonic POS, including how to force clock in if needed. 

Clock In: Click ‘Clock In.’ > Enter your employee number. > Click ‘Clock In’ again.

Force Clock In: Click ‘Clock In.’ > Enter your employee number. > Press ‘OK’ on the alert dialog. > Then, click ‘Force.’ > Swipe a manager card to approve.

Clock Out: Click ‘Clock Out.’ > Enter your employee number. > Click ‘Clock Out’ again. > Don’t forget to take your receipt.

Open & Close Store

Learn how to quickly and easily open and close your store using Tonic POS.

Opening the Store: Log in to Tonic POS. > Click ‘Batch.’ > Click ‘Open Store.’ 

Closing the Store: Log in to Tonic POS. > Click ‘Batch.’ > If using EMV devices, click ‘EMV.’ > Click ‘Close All.’ > Confirm with ‘Yes.’ > Select ‘Close Store.’ > Follow the prompts to complete the process. > The Daily Summary will print automatically.

Cashing In & Out

Learn how to perform cash in and cash out procedures in Tonic POS.

Cash In – Cash Drawer: Log in to Tonic POS. > Click ‘Batch.’ > Go to ‘Cash Management.’ > Click ‘Cash Drawers’ and select the appropriate one. > Press ‘Cash In.’ > Confirm with ‘Yes.’ > Enter the cash amount. > Click ‘OK.’ > Take the receipt.

Cash Out – Wait Staff: Enter your employee number. > Click ‘Batch.’ > Click ‘Cash Management.’ > Select ‘Users.’ > Choose your name. > Click ‘Cash Out.’ > Confirm with ‘Yes.’ > Receive or pay out the amount due.

Cash Out – Cash Drawer: Log in to Tonic POS. > Click ‘Batch.’ > Go to ‘Cash Management.’ > Select ‘Cash Drawers’ and choose the correct drawer. > Click ‘Cash Out.’ > Confirm with ‘Yes.’ > Enter the cash details. > Click ‘OK.’ > Take the receipt.

Table & Order Adjustments

Move a Table to a Different Location

Learn how to quickly move a table to a different location on the seating chart in Tonic POS.

 

Move Table to a Different Location: Click ‘Move’ on the seating chart. > Select the current table location. > Then, choose the new location.

Reopen or Transfer a Check

Learn how to quickly reopen or transfer a check in Tonic POS.

 

Re-Open Check: Log in and swipe a manager card. > Click ‘Tools,’ then ‘Reopen.’ > Select the check.

Transfer Check: Click the icon in the top left of the order screen. > Select ‘Transfer.’ > Enter or swipe the new server’s credentials. > Click ‘Authenticate.’

Order Taking & Item Management

Create a New Floating Order

Learn how to quickly create a new floating order in Tonic POS.

 

Create New Floating Order: Click ‘New Floating’ when the seating chart is displayed. > Then, select the desired location on the screen.

Search Item by Name

Learn how to quickly search for an item by name within an order in Tonic POS.

 

Search By Name of an Item: Click the search icon at the top of the order screen. > Click “search names”. > Type the name of the item. > Press ‘Enter.’ > Click ‘OK’ to confirm.

Delete or Duplicate an Item

Learn how to quickly delete or duplicate items within an order in Tonic POS.

 

Delete an Item: Click the item. > Select ‘Void.’

Duplicate Item: Select the item in the order. > Click ‘Duplicate.’

Change Availability, Price, Sides, & Quantity

Learn how to quickly update the availability, price, sides, and quantity of items in Tonic POS.

 

Change Availability Of Item: Click ‘Setup,’ then select ‘Availability (86).’ > Choose the item. > Enter the new quantity. > Click ‘Enter.’

Change Pricing of Item: Click ‘Setup,’ then ‘Pricing.’ > Select the item. > Enter the new amount. > Click ‘Enter.’

Change Items Side: Click the main items in the order. > Click ‘Sides.’ > Add or remove sides using the plus or minus buttons. > Click ‘Apply Side Items.’

Change Items Side: Click the main items in the order. > Click ‘Sides.’ > Add or remove sides using the plus or minus buttons. > Click ‘Apply Side Items.’

Check & Payment Management

Taking Credit Card Payments

Learn how to process swiped, EMV chip, and manual entry credit card payments in Tonic POS.

 

Swiped/Inserted Payment: Click ‘Pay’ > Select ‘Credit’ > Press ‘Process’ > Swipe or Insert Card

EMV Chip Payment: Click ‘Pay’ > Select ‘Credit’ > Press ‘Process’ > Follow prompts on EMV device

Manual EMV Payment: Click ‘Pay’ > Select ‘Credit’ > Press ‘Process’ > Use EMV device keypad to enter card details

Split a Check

Learn how to efficiently split checks in Tonic POS using two different methods.

 

Split Check – By Seat: Click the icon in the top left of the order screen. > If seat adjustments have been made, click ‘Split by Seats.’ > Otherwise, click ‘Split’ and manually move items to the new check.

Split Check – Evenly: Click ‘Pay.’ > Click ‘Split.’ > Select the number of splits. > Choose the payment option. > Enter the amounts. > Process each one.

Apply a Discount or Comp

Learn how to quickly apply discounts or comps to a check or individual items in Tonic POS.

 

Apply Discount/Comp to Check: Click the check name at the top of the order screen. > Choose ‘Complimentary (%)’ or ‘Discount ($).’ > Then, select the appropriate button.

Apply Comp to Item: Select the item in the order. > Click ‘Complimentary (%).’ > Choose the comp option.

Quick Sale

Learn how to process a quick sale in Tonic POS.

 

Make a Quick Sale: Click ‘QS.’ > Select the items. > Press ‘Pay.’ > Select the appropriate payment method.

Looking for More Information?

These quick guides cover common FOH tasks. If you need more in-depth assistance, have questions not covered here, or encounter any issues, please explore our other support resources: