Initial Set up
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How to Add an Image/photo to an Item
Note: This needs to be managed from the Menu Management Portal
Log in to the Menu Management Portal > Click on Menu Management > Click on the image icon next to the item for which you’d like to add a photo
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How to Mark an Item/Modifier as “Sold Out”
Note: This needs to be managed from the Menu Management Portal
Toggle the Available button on item (default is 1 day) > Click on Push to Ordering Platform
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How to Sort Categories & Items
Note: This needs to be managed from the Menu Management Portal
Click on Menu Management on homepage > Click on Sort Menu
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How to Sort Modifier Groups
Note: This needs to be managed from the Menu Management Portal
Click on Menu Management on homepage > Click on Item > Click on Sort Modifier Groups > Drag and drop item to desired place > Click Save
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Account Menu > Click on Sizes > Click on NEW > Update the name(s) and prices(s) under Assigned Items > Check the Available Online box > Click on Save Icon on the bottom right of the screen
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How to Set Regular Hours
Note: This needs to be managed from the Menu Management Portal
Click on Hours > Click on Regular Hours > Click on Edit > Update the hours as needed
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How to Set Holiday/ Special Hours
Note: This needs to be managed from the Menu Management Portal
Click on Hours > Click on Special/ Holiday Hours > Click on Edit > Update the hours as needed
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How to Set Kitchen Prep Time
Note: This needs to be managed from the Menu Management Portal
Click on Hours > Click on Kitchen Prep Time > Click on Edit
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To publish changes, go to Menu section and select the arrow icon in the upper right-hand corner.
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How to create a Heartland login for the ItsaCheckmate team?
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Quality and TrainingModified on: Fri, 6 May, 2022 at 12:37 PM
Follow the given steps to create a Heartland login for the ItsaCheckmate Team:
Step 1: Log in here to access the Heartland location dashboard using your login credentials.
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Step 2: Select the Users button from the navigation bar available on the left-hand side of the window.
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Step 3: Select the New button located in the top-right of the window. A new dialog box shown below will appear on the screen, where the user needs to provide the below-mentioned details of the new user:
First Name - Set first name to be “ItsaCheckmate”
Last Name - Set last name to be “Integration”
Email - Enter the email address of the new user in the following format: poslogin+restaurantname@itsacheckmate.com - i.e. For Mario’s Pizza, the user email address would be poslogin+mariospizza@itsacheckmate.com
Admin - Assign the admin permissions to the new user.
Permissions - Select the location for which specific permissions need to be granted.
Auto Logout Time - Select the auto-logout time.
Language - Leave as Default
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Step 4: Select the Save button (indicated above) to create the ItsaCheckmate team's login successfully.