Exatouch Day to Day

54 Articles

Ring Up Items by Fractional Quantity

Some merchants rely on selling products in fractional amounts instead of by whole item. For example, an arts and craft store might sell fabric by the half-yard rather than by the entire bolt. Hardware stores may also…

Navigating the Lock Screen

Exatouch makes it easy not only to log in, but it also provides a snapshot of the business at a glance. Conveniently located on the Lock Screen, users can tap one of the six shortcut buttons to…

Sell Quantity Prompt Popup Added

(NOTE: THIS ARTICLE HAS BEEN MOVED TO THE 2022 RELEASE NOTES ARCHIVE. YOU WILL BE REDIRECTED.) A popup feature on the register has been added to automatically prompt the user to enter a quantity or price or…

Processing Returns and Exchanges

Merchants can process returns or handle exchanges by using the void and refund features of the Exatouch system.

Processing Voids and Refunds

Merchants can cancel transactions and return payments by performing either voids or refunds in the Exatouch system.

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Force User Clock Out

(NOTE: THIS ARTICLE HAS BEEN MOVED TO THE 2021 RELEASE NOTES ARCHIVE. YOU WILL BE REDIRECTED.) The Force Clock Out option ensures staff members are clocked out appropriately at the end of the business day, or at…

Modify Pricing on Markup Priced Items

(NOTE: THIS ARTICLE HAS BEEN MOVED TO THE 2021 RELEASE NOTES ARCHIVE. YOU WILL BE REDIRECTED.) Using markup pricing and need to change an item or service price? With this release, you can now manually modify an…

In-Counter Scale Support

(NOTE: THIS ARTICLE HAS BEEN MOVED TO THE 2021 RELEASE NOTES ARCHIVE. YOU WILL BE REDIRECTED.) The Exatouch POS system supports the Datalogic Magellan 9400i in-counter scale. After installation and Exatouch setup, staff members can weigh and…

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…

Ratings Reports

Two customer experience ratings reports detail the scores left by customers who use your touchscreen customer facing display.

Email Customer Receipts

Email customers their receipts using the Register app at payment time or later, as needed.

Capture All for Auto-Batching

Retailers who use the auto-batch feature to close transaction batches each day can have it set for a time that fits their needs: after closing, or at a set time each day that meets processor cutoff times….

New: Bottle Calculation in the Register App

(NOTE: THIS ARTICLE HAS BEEN MOVED TO THE 2021 RELEASE NOTES ARCHIVE. YOU WILL BE REDIRECTED.) We’ve added a calculator function to the Register App you can use to total up redemption values as needed. Add the…

Open Batch Settlement of Offline Transactions

Closing a batch (settling credit card transactions) that includes offline transactions is an important part of keeping your cash flow moving. We’ve offer expanded batch settlement options, including an offline transactions alert, and an Offline Sales Report….

Schedule and Email 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…

Find an Item

Use the Register app to search for an item and add it to an order. Users with appropriate access levels can find items to get more information about an item, add or remove inventory for an item,…

Ring Up an Item

Ring up items by scanning them into the register, or by selecting from menu options on your Register screen. Details of your transaction may vary from these examples, but the steps to ringing up an item will be similar.

Ring Up a Miscellaneous Item

A miscellaneous sale can be used to ring up an item which is not yet in inventory.

Process Bottle Deposits

In states such as Michigan and California, customers who purchase beverages are charged a deposit for the bottle in addition to the retail price of the beverage. This deposit is known as a DRV (or sometimes CRV)…

Find an Open Order

Find an open order at the register.

Preview Open Orders

Before you open a saved order, preview it to confirm that it is the one intended.

Historical Pricing

Historical Pricing gives you the ability to revert to a previously implemented price for one or more items. Save time with bulk application of historical pricing, rather than looking up a previous price and applying a price changes…

How to Clock In

Clock In is recorded for timekeeping purposes.

Clock Out for Restaurants

Clock Out is recorded for timekeeping purposes. If you have not already done so, you will be prompted to declare tips when clocking out.

Place an Order from the Register

Orders will vary based on menu options you’ve set up in Exatouch. The following steps will help you place an order from your register. Details of your order may vary, but the steps to placing an order will…

Remove an Item from an Order

When ringing up a customer, items can easily be removed from an order.

How to Merge Orders

Customer orders are merged from the Get Order screen:

Enable Remote Support

Technical Support may request temporary remote access to your Exatouch system so they can better assist you. Remote access is granted with your permission for a discrete amount of time.

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…

Selecting an Order Type

Restaurant establishments can choose an order type at the Register. Perform the following to select an order type:

Print a Check

When a customer meals are completed, checks are printed from the register.

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.”

Price Override at the Register

While taking a customer’s order at the register, merchants are prompted to override an item price either by tapping directly on an item price or by using a custom Price Override button.

View Table Status

From the floor plan, use the Status feature to view each table’s status.

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…

Process Bottle Returns

In some states, customers who purchase beverages are charged a deposit for the bottle in addition to the retail price of the beverage. Customers return the empty bottle for a refund of the deposit. In Exatouch, the…

View Modifiers at the Register

Modifiers are either required or optional. The required modifier screen automatically displays when entering an item into the register. Optional modifiers are accessed from the Mods tab.

Open the Bank Manager

The Bank Manager is accessed from the Local Menu.

How to Clock Out

Clocking Out is used for timekeeping purposes.

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…

Process Customer Payouts

Customer Payouts are processed via the Pay tab or directly at the Register via Quick Payout buttons.

Delivery Manager: 3rd Party Delivery

Restaurants with limited in-house drivers or looking to utilize 3rd party delivery services will love using Exatouch’s Delivery Manager! The Delivery Manager is a simple, convenient way to manage orders delivered by GrubHub, UberEats, and other delivery services….

Redeem Loyalty Points

Customers redeem loyalty points for rewards at the register in the form of a dollar discount off their purchase amount.

Override Price for an Item

The Allow Price Override preference enables merchants to allow all users, regardless of access level, to change the price of a specific item or items at the Register.