Back Office & System Setup

88 Articles

Staff Report Summaries

Staff Reports pull together data about your staff from your Exatouch database. To run or set up a report to print or email, navigate from Home to Reports > Staff. Select a date range, provide other information, such as staff name…

Scheduled Reports Reminder

Exatouch makes it easy to set up and run custom and standard reports in advance. We’ve added a friendly reminder to this process reminding you to leave your Exatouch environment powered up and logged in for reports…

New Feature: Force User Clock Out

We’ve added force clock out options to ensure staff members are clocked out appropriately at the end of the business day, or at a specific time for individual users.

Import Expanded SKU Information

We’ve expanded the range of SKU information you can import into your Exatouch POS system to make adding new inventory a simple task. SKU lengths between 1 and 16 characters long can be imported, scanned, and used…

Limit Quantity Sales Using Order Limit Quantity

Need to limit quantity sales? Enter a limit in the Order Limit Qty field found in the Item Details > Inventory work area. The quantity in this field restricts customer purchases to that quantity on individual items….

Enable Checkout Fee Tax Settings

Exatouch includes two new settings you can use to determine how and when to collect taxes when you use a Checkout Fee.

Set Up Age Verification

Age verification is easy with Exatouch. By default, the Legal Age definitions are set at 18 and 21, covering the purchase age of a large number of restricted sales items, such as dry ice and lotto tickets,…

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!

Expanded! Age Verification Options and Override Restrictions

Age Verification setup has moved to Fraud Control in Account > Settings. Accessible only by Support, work with the Support team to define the two age levels for eligible items, and to allow or deny manual override of age…

Expanded Checkout Fee Tax Options

We’ve expanded the flexibility of tax options for checkout fees. As part of this release, if you don’t have Apply Fee To Taxes or Fee is Taxable enabled, Apply Fee To Taxes is enabled by default. If…

More Print Options for Sticky Labels!

We’ve expanded support for a variety of sticky label printers. Add and adjust any compatible printers to print 58mm and 80mm receipts with an appropriate font size in Print Settings. 40mm print support remains: now adjust the…

Schedule Reports

Exatouch makes it easy to set up and run custom and standard reports in advance. Navigate to the report work area to set up your report range and type, then tap Send Excel, Send PDF, or Send Word to…

Added: Expanded Customer Facing Display (CFD) Settings

We’ve consolidated Customer Facing Display (CFD) settings in one location. From Home, navigate to Settings > Preferences > Display to make changes and upload images. Upload and preview images for Lock Screen, Receipt, CFD/Bematech, Screen Saver (Exatouch), Screen Saver (CFD)…

Updated: Checkout Fee Settings

We’ve simplified Checkout Fee settings: Tender Type Exemptions is now Apply To. Enable each tender type to apply the Checkout Fee to that tender type.  

Age Verification at the Register

Exatouch makes age verification easy. Swipe or scan a state ID, or just enter a customer’s date of birth with a few touches. Age verification is triggered when you sell an item that has an assigned age…

Print Settings

The printers integrated with your Exatouch Point of Sale system are set up by our professional support team for ease of installation and use. Use the Printer Settings work area to manage your printers, customize receipts, tickets,…

Set Pickup and Delivery Settings

Use the pickup and delivery work area to set up times, zones, fees, and other settings that generally define when your business starts accepting pickup and delivery orders.

Improved Custom Button Visibility

We’ve changed the font for the Register app buttons grid. The darker font makes it easier to see and read available custom functions when you use the Register app.

Checkout Fee Scenarios

Checkout Fees give you the flexibility to design a fee that’s right for your business. Set checkout fees as a percentage of an order total, or a specific flat dollar amount. If you employ cash or other…

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…

Security Profiles – Added an Open Orders Option!

We’ve added a new setting to Security Profiles: Register, Access All Open Orders. Enable to allow your staff to access all Open orders to perform Edit, Join, Print, Complete, and Void actions.

Enable Checkout Fee

  • Update: Customer Service Fee is now Checkout Fee. This change complies with major card brand requirements.
Retailers, restaurants and other businesses can implement a checkout fee to help with business expenditures, maintain exceptional service, and provide competitive…

Custom Buttons: Special Functions at the Register

Customize your Register app by using custom buttons to add Special Function buttons. Special Functions include options such as: order types, Club, To-Go Item, Print To-Go, Quick Payout, Price Override, Undo Checkout Fee, Tax Exempt Item, and more.

Checkout Fees

Customer Service Fee and Customer Fee are now Checkout Fee. This change complies with major card brand requirements.

Continued User Interface Improvements

We’re always working to make Exatouch better for you and your teams. This release, we’ve made two user interface updates for occasional and frequent users.

Estimated Cash Deposit Updates

We’ve updated the Estimated Cash Deposit field, and added it to several reports and snapshots. The total for Est. Cash Deposit reflects the net cash for deposit minus all non-cash tips. If a negative number, it is…

Updated EULA Messages

Updated the message for the EULA acceptance prompt for Merchants who have not accepted the Exatouch EULA: Your license is expiring in XX days, please contact support.

Manage Promo Preferences

Apply Promos items or to groups of items automatically for customer orders. Promotional discounts display in the Register app as you ring up items. Hide these promotional discounts in the Register app by adjusting Register Preferences.

Reports: Staff Shift

Additional columns have been added to the Staff Shift Reports: Owed to House and Owed to Staff. Pay Out Non-Cash Tips, disabled by default, controls the amounts shown in these columns.

Print Customer Receipts Without Signature Lines

You now have the option to print receipts without signature lines. One less step in your payment processing facilitates a quick turnaround of payment acceptance.

EULA Acceptance Prompt

The first time you upgrade or activate our software to versions or higher, you, the Merchant, or your duly designated employee must accept the End User License Agreement (EULA) for each licensed copy of the Exatouch…

Settings: Inventory Preferences

Along with the stock type simplification, we’ve updated the inventory preference settings for default stock type. Set your default Stock Type if you expect to add new inventory or non-inventory items and define cost requirements as needed.

Understanding Custom Buttons for Retailers

Merchants will love a quicker check-out when they customize their register with custom buttons!  Custom buttons can be set-up to execute function, quickly add items or services to an order, and apply discounts. This topic shows you…

Understanding Custom Buttons for Restaurants

Merchants will love a quicker check-out when they customize their register with custom buttons!  Custom buttons can be set-up to execute function, quickly add items or services to an order, and apply discounts. This topic shows you…

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

Business logos can be added to the Exatouch Home Page, Customer Kiosk, and Floor Plan.

Address Verification Settings

The perfect compliment to the  Delivery Manager is address verification!  Delivery Manager is the quintessential tool for all restaurants that offer delivery service to their customers, helping to save valuable time while delivering orders to their proper…

Customer Payout Restrictions

When customer payout restrictions are ON, customer payouts require an Admin or Power User’s PIN to process. Customer payout restrictions are ON by default.  When customer payout restrictions are OFF, no PIN is required and all staff can…

Enable Receipt Prompts – Prior Releases

Receipt prompts allow merchants the flexibility to choose how to deliver customer receipts at the time of payment. This feature is enabled in Print Preferences.

Difference between Custom Buttons and Custom Variables

Custom buttons affect the register, allowing you to create specialized buttons on your register interface. Custom variables affect data fields within Exatouch, such as Item’s Details or Customer Details. Definitions of custom variables can create additional opportunities…

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 Duplicate Required Modifiers

Duplicate modifiers make it easy for restaurants to accommodate a double portion of burger toppings or extra pickles on the side! The duplicate modifier option is enabled in Register Preferences. Once enabled, individual modifier options are adjusted…

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.

Set General Tax Rates

Tax rates are configured in Settings. Tabs in Tax Settings correspond to different types of taxes: General, Per Unit, and Pre & Post. On each tab, tax rates are defined in Groups. Tax Groups are labeled alphabetically…

Set Per Unit Tax Rates

Tax rates are configured in Settings. Tabs in Tax Settings correspond to different types of taxes: General, Per Unit, and Pre & Post. On each tab, tax rates are defined in Groups. Tax Groups are labeled alphabetically…

Set Up Age Verification – Prior Releases

Legal ages for the purchase of items such as alcohol and tobacco vary by state and location. The first step to setting up age verification is defining legal ages within the system. Then age verification is enabled…

Set Pre & Post Tax Rates

Tax rates are configured in Settings. Tabs in Tax Settings correspond to different types of taxes: General, Per Unit, and Pre & Post. On each tab, tax rates are defined in Groups. Tax Groups are labeled alphabetically…

In-House Delivery Settings

In-house delivery settings include delivery fees, minimum order limits, delivery radius, and delivery hours.

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.

Tab Auth Set Up

Provide excellent customer service with the Tab Auth feature! Pre-authorize customer credit cards, process pre-approved tab transactions, and close tabs quickly and easily. Tab Auth is available for restaurants, including bars, lounges, and table service establishments.

View your Inbox

View your inbox in the Messages module.

View Scheduled Messages

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

Set Up Email Campaigns

Create new message campaigns for marketing purposes. Set up new email distribution lists and send email blasts. Distribution lists can be customized for targeted advertising of promos, discounts, and other announcements.

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…

Email Settings for E-Receipts

To ensure merchants don’t have to rely on their own email settings, Exatouch uses a designated email address within “POS Cloud” by default. This makes receipt delivery more reliable than ever! End users can still enter their…

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…

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 Register’s 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…