Back Office & System Setup

41 Articles

Back Office

  • Note: The Exatouch Back Office software can be installed for merchants by an Exatouch staff member. To book an installation, visit: https://calendly.com/product-success-team/exatouch-free-back-office-reporting-license.
Back Office (BO) is a software that Exatouch downloads on the merchant’s computer that can do…

Custom Buttons

Merchants will love a quicker checkout when they customize their register with custom buttons! Custom buttons can be configured to execute functions, quickly add items or services to an order, and apply discounts.

Enable Dual Pricing (Dual Pricing Program)

Merchants can use the Dual Price setting to configure separate pricing for cash payments and non-cash payments, such as debit or credit card. When Dual Price is enabled, the List Price and Cash Price both display on…

Add Business Details

Enter business details to keep an accurate record of your address, operating schedule and contact information. Configuring Business Details is also required when interfacing with DeliverMe, as well as third-party delivery services, such as GrubHub.

Age Verification

Age verification is easy with Exatouch. Merchants can set legal age definitions to cover the purchase of a large number of restricted sales items, such as dry ice, lottery tickets, alcohol, or tobacco products.

Enable Receipt Prompts

Enable Receipt Prompts to give you flexible options for receipt delivery at payment time: select an available receipt type to print, email a customer their receipt, print a Gift receipt, and more!

Enable Admin Fee (Reverse Cash Discount Program)

When participating in the Reverse Cash Discount pricing program, retailers, restaurants, and other businesses can implement an Admin Fee to assist business expenditures, maintain exceptional service, and provide competitive prices. With Exatouch, the Admin Fee can be…

Fine-Tune User Access Using Security Profiles

Use Security Profile controls to define and create User Types that control access to sensitive areas of Exatouch. Fine-tune user types to suit your business needs: Allow some or all user types to override pricing, limit label…

Use the Customer Kiosk

Kiosks are used to encourage customers to sign-up and participate in loyalty programs. Customers can earn points when they sign up for loyalty programs via the kiosk.  They can earn additional points just by signing into the…

Add a Business Logo to Exatouch

Add a business logo to personalize the display of your Exatouch POS system. Logos can be placed almost anywhere, including on the Customer Facing Display (CFD) or customer receipts.

Enable Automatic Time-Out

As an enhanced security measure, Exatouch allows for automatic timeouts after the system is idle for a specific time period.

Enable Email Settings

Merchant email settings are enabled in Preferences. Exatouch is set up to integrate with POP email accounts. Check with your system administrator for help assigning the correct POP server address and other email settings.

Enable Quick Picks

Quick Picks are items or services situated for quick access when ringing up an order.

Enable Screen Saver

Staff and clients can view your business logo or customized images as a screen saver when Exatouch is inactive.

Enable Sound Alerts

When sound alerts are enabled, a beeping sound will accompany any Exatouch function.

Add Color Options

Color is assigned to an item within an item’s record, in the Color drop-down. Available color options are defined in custom variables.

In-House Delivery Settings

In-house delivery settings include delivery fees, minimum order limits, delivery radius, and delivery hours, and are configurable under Register Preferences.

Manage Tip Settings

Group tips, the printing of suggested tips on receipts, and the application of tip pre-discount or post-discount are all managed within tip settings.

Rename Restaurant Courses

Restaurant courses are given generic names by default (i.e. Course 1, Course 2, etc…) but they can be renamed according to your restaurant model. For example, courses can be renamed: Beverages, Appetizers, Soup, Salad, Entrees, Dessert. Courses…

Set Default Order Type

Restaurants can choose which order type is selected by default at the register. For example, if a pizzeria accepts mostly delivery orders, “Delivery” can be defined as the default order type at the register. Default order type…

Set Default Register View

Choose which register screen will display by default in Register Preferences.

Set Up Quick Payouts

Quick Payout buttons are the fastest way for retailers to process customer payouts! Specific types of payouts such as “Lotto” and “Money Orders” can be added directly to the Register through the use of custom buttons.

View Scheduled Messages

View and manage a list of scheduled messages within the Messages module.

How to Use Messages

Messages are used to communicate with clients by email. Send birthday greetings and promo alerts to individuals or groups. If you are a service-based business, the Messages module works seamlessly with the Service Scheduling module so you…

Create a Bank

Creating a bank is the same as setting aside a cash drawer. When a bank is created, a specific amount of money is designated before the shift starts. During a shift, monies fluctuate. At the end of a shift, Bank…

Activate Simple Mode

Simple Mode is a setting which scales down the register for easy viewing.

Close a Bank

Once a bank is swapped out, the cash drawer can be reconciled by counting the remaining cash and reviewing the shift’s financial activities. Bank Manager walks you through the reconciliation process so that you can close your…

Swap a Bank Out

At the end of a shift the cash drawer is removed from circulation. The process of disengaging a bank is known as “swapping the bank out.”

Swap a Bank In

After a bank is created, the bank is engaged by putting the bank into circulation. The process of engaging a bank is “swapping a bank in.” While the bank is swapped in, the original monies will fluctuate…

Open the Bank Manager

The Bank Manager is accessed from the Local Menu.

How to Use the Bank Manager

In Exatouch, a bank is a defined amount of money that is stored in a cash drawer for operational use throughout a shift. The Bank Manager is a feature that helps you to reconcile your cash drawer…