POS & Location Operations
By Agent1 author769 articles
- Get Help with Payment Processing Error: Try a Different Card
- Get Started With the ClassPass IntegrationLearn how to set up the ClassPass integration with Toast.
- Manage Vendors in Bill PayManage the vendors you pay through Bill Pay in Toast Web—add, view, edit, and delete vendors, and set up ACH or check payment details.
- Toast Customer Expert Certification: Study GuideA domain-by-domain study guide to help restaurant leaders prepare for the Toast Customer Expert Certification exam.
- Toast Fuel: Frequently Asked QuestionsAnswers to common questions about Toast Fuel (Fuel Mode), including eligibility, supported hardware, payments, and installation.
- Toast eCommerce: Limit Which Items Can Be ShippedExclude specific items or categories from shipping in Toast eCommerce so guests can only place shipping orders for items you can actually sh
- Toast eCommerce: Sorting and Filtering OverviewLearn how guests sort and filter products in your Toast eCommerce store and how your product data sets the filters they see.
- Get Started With the GoFranchise IntegrationLearn how to set up the GoFranchise integration with Toast.
- Get Started With the Food Rescue US IntegrationLearn how to set up the Food Rescue US integration with Toast.
- Get Started With Toast IQ AgentsJoin Toast IQ agents early access in Test Kitchen, then choose a Toast-built agent and set its schedule, recipients, and delivery channel.
- Get Help With Toast IQ AgentsAnswers to common Toast IQ agent questions, including the two-agent limit, pausing an agent, who gets updates, and why an update didn't arri
- Recover and Get Back Online After an Outage or DisruptionAfter an outage or service disruption, use this guide to reconnect your devices and confirm payments, open checks, and shifts are back to no
- Use Glance to Help Troubleshoot Issues RemotelyGlance is a browser-based screen-sharing tool that allows your support teams to view the ToastMobile experience.
- Can I configure blind cash out with cash in hand?
- Get Help with Payment Processing Error: Internal Error
- Get Help With Payment Processing Error: Process Swipe Offline
- Get Help with Payment Processing Error: Bad Swipe
- Get Help with Payment Processing Error: Bad Card Data
- Get Help With Payment Processing Error: Card Not Authorized
- Get Help with Payment Processing Error: Error Voiding or Refunding
- Get Help with Payment Processing Error: Processor Changed
- Get Help with Payment Processing Error: Transaction Not Enabled
- Get Help With Payment Processing Error: Please Contact Toast
- Get Help With Toast Error: Valid Phone Number Must Be Provided
- Get Help With Toast Error: Zip Code Should Be Five Characters
- Get Help With Toast Error: Required
- Modifier Sort Order vs Modifier Order Priority
- Get Help With Account Error: Invalid Passcode
- Toast IQ AI Assistant OverviewLearn how to use Toast IQ AI assistant to gain insights about your business and complete tasks in seconds, directly from the chat.
- Use Toast in Offline ModeLearn how to use Toast in Offline Mode.
- Manage UI Options for Multiple LocationsIn this article, learn about the POS settings on the UI options page and how to manage multilocation POS settings using the Restaurant Manag
- Check Actions Overflow Menu
- Onboarding Resource CenterFind what you need to get started with Toast.
- Toast Holiday HubStreamline your busiest season yet with Toast.
- Prepare to Operate in Offline Mode During Service Disruptions or OutagesLearn how to prepare your business to operate in Offline Mode during an outage or service disruption.
- Remote & Onsite Onboarding GuideLearn what to expect during Toast onboarding, from your kickoff call through go-live, plus appointment reminders and rescheduling.
- Remove the "Don't Use Cash Drawer" Option from Shift Review
- Set Up Toast Web and Your POS for RetailReview your Toast Web and POS settings to support your retail business operations.
- Toast Now App Version & Operating System Requirements
- Adjust Cash Tips After a Shift Review is Closed
- Understand Tip Calculation With Discounts
- Toast Web Updates Not Appearing on POS
- Amex Chargebacks Missing from Chargeback Challenger
- Get Started With Menu Upsells On The POSLearn how to use Menu Upsells to increase revenue by recommending menu items and add-ons to guests via server notifications on the Toast Fle
- Get Help With Error Message: User Not Found
- Get Help With Error Message: User Keys Entity Malformed or Not Present
- Inventory List Pop-Up Upon Clock-In
- Get Help with Payment Processing Error: Test Mode Boundary
- What happens when I select "Don't Use Cash Drawer"?
- Resync All Data on Your DevicesResyncing data on your devices might help in fixing consistent Toast app issues. In this article, learn the steps to resync all data.
- Test Mode OverviewLearn how to enable and disable Test Mode for onboarding and training purposes.
- Notifications in the Toast AppWhat is the orange exclamation mark? What notifications can I set up on my Toast Device?
- Configure Custom Dining OptionsLearn how to create custom dining options and set their behavior, and how to use dining options on your POS device.
- Best Practices for 24 Hour OperationsLearn some best practices and tips for 24-hour restaurant operations.
- Publish Changes on the POS
- Basic POS NavigationLearn to clock in/out, navigate service areas, view table activity, ring in orders, collect payment, issue voids, and update payments on a c
- Get Help With Error Message: Unpublished Changes Preventing Saving
- Beta Testing and Feedback With Toast Test Kitchen
- Get Help With Sling and Toast Data SyncThis article lists and assists in troubleshooting common issues that occur between Sling and Toast POS. May also apply to Payroll in certain
- Toast Fuel: Glossary and TerminologyLook up common Toast Fuel terms, including market and ownership models, forecourt equipment, industry roles, and fuel compliance certificati
- Toast Fuel OverviewToast Fuel (Fuel Mode) connects your indoor POS to your outdoor fuel dispensers. Learn what it does, whether your site qualifies, and what t
Employee Management
Employee Management
- New Team Navigation Coming to Toast WebToast Web's Employees menu is becoming the Team menu with a simpler layout for scheduling, time entries, tips, and more.
- Print a Shift ReviewLearn how to print a shift review.
- Get Started With the UKG IntegrationLearn how to set up the UKG integration with Toast.
- Audit the POS Access Code Used for a Specific Action
- Toast Payroll: Duplicate Profile Detection in ToastThis feature helps Toast Payroll users prevent duplicate profiles when you're add a new profile into Toast Web or Toast Payroll.
- Manage Toast Access Cards & Swipe CardsYou can configure and assign swipe cards to employees and managers in order to reduce the chances of passcode theft and high-level manager p
- Create Task Lists for Employees
- Get Help With Toast Web Error: Invalid Email
- Get Help With Missing Sales in Shift Review
- How do I edit an entry on the manager log?
- How can I locate my POS access code in the Toast platform?
- Set Up Text Alerts and Manager NotificationsLearn how to configure and send text alerts from the POS to chosen employees, and how to send manager notifications from Toast Web to your P
- PCI Compliance OverviewLearn about PCI compliance, expectations, responsibilities, requirements, and costs.
- Set Up Cash DrawersThis article will guide you through creating a cash drawer, as well as removing a cash drawer, what it means for cash in hand vs. cash in th
- Print a Shift Review
- Job Code Field in Toast Web
- Find, Change, or Fix Your POS Access Code (Passcode)Learn how to find, change, or fix your POS passcode (access code).
- Jobs & EmployeesJobs & Employees26 articles
- Labor IntegrationsLabor Integrations22 articles
- Multi-Location LaborMulti-Location Labor5 articles
- MyToast AppMyToast App8 articles
- PermissionsPermissions15 articles
- Sling by ToastSling by Toast35 articles
- Timesheet ManagementTimesheet Management21 articles
- Tips ManagerTips Manager9 articles
Order Management
Order Management
- Use Multi-Item Selection ModeMulti-item selection mode allows you to edit, void, repeat, fire, or discount multiple items.
- Kitchen Operations Reporting OverviewIf you have the Kitchen Display System, you can run reports on the amount of time it takes to fulfill orders, which prep stations take the m
- Configure Ticket Routing and Filter Tickets on Your KDS DeviceLearn how to configure separate prep stations for dining options and/or course types.
- Reassign Dining Options to Past Orders
- Remove Table Number From Kitchen Tickets
- Toast Mobile Order & Pay®: Unable to Join Group Order
- Toast Guest Text Notification OverviewLearn what features automatically trigger text (SMS) messages to guests.
- Troubleshoot Orders Not Reaching the Printer, KDS, or POSLearn some common troubleshooting steps to manage in-house orders on your POS.
- Assigned Pre-modifier Name Not Showing When Deselected
- Toast Mobile Order & Pay®: Server-Started OrdersLearn how servers can start orders for tables using Toast Mobile Order & Pay® when both Tabs and Group Ordering are enabled on Toast Web.
- Total Guest Counts
- Start and Send an Order on the POSToast is designed to make taking orders as easy as possible. Learn how to add items to an order and send it to be prepared.
- Check Statuses and Filter Checks on POSLearn about open, paid, and closed check statuses. This article will also cover check filters that can result in checks not showing up.
- Use Total Item Quantity CountLearn how to use the Total Item Quantity count on your Quick Order screen.
- Toast Mobile Order and Pay® Restaurant Rollout PlanCheck out our suggestions for rolling out Toast Mobile Order and Pay® in your restaurant incrementally and measuring its impact in reporting
- Get Started With the SoundHound IntegrationLearn how to setup the SoundHound integration with Toast.
- Use Server Item Firing at Your RestaurantGive your servers control over meal pacing with server item firing. In this article, learn how to set it up and use this feature on the POS.
- Start a TabLearn how to start a tab, remove a tab from a guest's check, and require a tab name for orders.
- Manage Orders With Toast POSIn this article, learn how to navigate order screens on your POS experience to help you and your staff efficiently create, send, and manage
- Toast POS: FAQ and TroubleshootingCheck out some frequently asked questions and recommended solutions/troubleshooting steps for using Toast's POS experience.
- Schedule Different Prep Times for Different Days of the Week
- Can I open a tab and submit orders on the Toast Now app?
- Disable POS Order Screen’s Special Request Price Entry Field
- Get Started With Food Waste ReductionLearn about the Food Waste Education Hub and how to use the Food Waste Tracker on your POS.
- Configure Automated and Expediter Course FiringLearn how to give control back to the kitchen when preparing food in your restaurant. With both Automated Course Firing and Expediter Course
- Get Help With KDS TicketsTroubleshoot KDS tickets that aren't appearing — including in-house, dining option, item-level, and online or third-party order issues.
- Manage Checks in Bulk on the POSLearn about the required permissions for bulk check management and how to perform bulk actions on the POS.
- Display Payment Status on Kitchen Ticket
- Use Menu Item Search on POSLearn how menu item search can cut down on the time it takes to place orders and train new staff members.
- Use the Send, Stay and Hold Buttons on Your POSToast is designed for seamless order placement. Learn how to do this with the different functionalities of the Send, Stay, and Hold buttons.
- Get Started With Kitchen ConfigurationLearn how to configure kitchen tickets, prep stations, printers, and expediters.
- Manage Course Firing OptionsLearn how to enable and configure course firing options for your restaurant.
Payments
Payments
- Add a Button on the POS
- Get Started With the Tabbed IntegrationLearn how to set up the Tabbed integration with Toast.
- Manage Payments With Toast POSGet familiar with the payment terminal and selection screens to help staff efficiently manage all guest payments on your POS.
- Multiple Increments on Your Guest Tabs
- Preauthorized Cards Decline When ClosingDo you have preauthorized cards that frequently decline when closing? Read ahead for more info.
- Get Help With Guest Charge Amount IssuesHelp resolve issues when your guests report issues with charge amounts on their card activity.
- Get Help With Error: Insufficient Funds
- Get Help With Payment Configuration Error
- Get Help With Payment Adjustment Error
- Get Help With Possible Duplicate Transaction Error
- Customize Check Numbers on POS
- Fundraising Campaigns and the Round-up Feature on Toast Kiosk
- Toast Fundraising Product FAQFrequently asked questions about the Toast Fundraising Product. Check back for updates!
- View Update History Feature
- Add a Button on the POS
- Transfer a Credit Card Payment Between Restaurant Locations
- Configure Tax TablesLearn how to build your tax tables and identify tax rate patterns.
- Get Started With the Toast Fundraising ProductBuild ties with the community and create brand awareness by setting up the Toast Fundraising Product to raise funds for a local or national
- Update a Closed Check's Revenue Center
- Apply a Service Charge to Toast Mobile Order & Pay® Checks Only
- Closing Checks During Void Reversals
- Remove Printed Receipt Option
- Manage the Guest Checkout ProcessLearn to configure settings in Toast Web to enable digital signatures, set up the tip screens, and speed up the checkout process for your gu
- Understand When to Void vs. RefundLearn when you should issue a void vs. when you should refund your guest.
- Toast Mobile Order & Pay® Troubleshooting GuideToast Mobile Order & Pay® Customer Success FAQ Troubleshooting Guide
- Check Unsettled Credit Card Payments on DeviceLearn how to check a device for pending credit card payments before troubleshooting.
- Tax Rates vs. Revenue Collection
- International Payout ScheduleThis guide explains the payout schedule for our customers in Australia, Canada, Ireland, and the UK.
- Refund Distribution for Canceled Orders Outside of Payment Date
- Identify Failed MDS Payments on POS
- Credit Card Payment Fails to Capture
- Find a Toast Order for Third-Party Comp Card Activation
- Configured Surcharge Is Not Applying to All Card Transactions
- Rate Difference for Mobile Payment vs Card Payment
- Payment System Crash When Trying to Combine Multiple Checks
- Suggested Tip Amount Does Not Match
- Adjust Tips on a Closed CheckLearn how to adjust tips on a closed check.
- POS Payment Status Tags
- Get Help With Error: American Express Not Set Up
- Cash ManagementCash Management13 articles
- Close OutClose Out11 articles
- Credit Card ProcessingCredit Card Processing28 articles
- Discounts & VoidsDiscounts & Voids26 articles
- Payment MethodsPayment Methods42 articles
- Payment IntegrationsPayment Integrations9 articles
- PCI CompliancePCI Compliance1 article
- RefundsRefunds8 articles
- Tips & Service ChargesTips & Service Charges26 articles
- Toast Mobile Order & PayToast Mobile Order & Pay15 articles
- Transactions & ChecksTransactions & Checks36 articles
Reporting & Business Analytics
Reporting & Business Analytics
- Kitchen Overview ReportThis report shows your kitchen setup by organizing views of configurations based on how they impact the kitchen.
- Compare Deposits and Credit Card SalesLearn where to view your expected deposits and batch times in Toast to troubleshoot errors in credit card sales reporting.
- Get Help With the Jelly IntegrationLearn how to set up the Jelly integration with Toast.
- Can I filter labor reports by department?
- Filter Reporting Exports
- Get Help With Orders Report Not Loading
- Accounting Reports OverviewDig into your key financial information with this high-level overview of the different accounting reports and how to use them.
- Toast Data Exports OverviewLearn how to configure data exports for use with a third-party system.
- Toast Retail Inventory ReportsLearn about the inventory reporting available for Toast Retail.
- Get Started With the Bikky IntegrationLearn how to set up the Bikky integration with Toast.
- Restaurant Management: Location Overview ReportLearn about the key features of the new location overview report for the Restaurant Management suite.
- Location Reports OverviewStart here for a high level overview of the different types of location reports and how to use them. These reports are for multi-location re
- Toast Reporting Dashboard: Weekly OverviewThe interactive Toast Reporting Dashboard displays a weekly performance overview for your restaurant. Learn how to leverage the data insight
- Create and Map General Ledger Codes for Toast POSLearn how to create and map general ledger (GL) codes for accounting purposes.
- Bank Statements and Sales Summary Report Do Not MatchCompare bank statements with Toast’s Settled Deposits Daily Breakdown to spot delays, fees, taxes, or other discrepancies in what was deposi
- Create Custom Reports for Toast POSLearn how to set up custom reports in Toast Web.
- Export a Filtered Report With Custom ColumnsLearn how to export a filtered report with custom columns.
- Can I download a backup of all of my Toast data?
- Pool Tips With Other EmployeesIf you do not use Toast Tips Manager, you may choose to use the pooled tips report for sample tip pooling calculations.
- Toast Web Device Reports: Locating Device ID
- Get Started With Analytics and ReportsLearn about the available reports on Toast Web and some helpful information on how you can navigate them.
- Find Data for IRS Form 8027Learn where to find the information within Toast Web to fill out your yearly IRS Form 8027.
- House Accounts Reporting
- Reporting Best Practices: Weekly, Monthly, Quarterly & YearlyIn this article, learn what reports to view and use on a weekly, monthly, quarterly, and yearly cadence to monitor your restaurant’s perform
- Understand "Cash Adjustments" on Reports
- Update First Day of the Week for Reporting
- Reporting Best Practices: Your First Day on ToastIn this article, learn what reports and tools to use after your first day and how to continuously monitor your restaurant’s performance on a
- Application Programming Interface (API) Documentation Site
- How do I unsubscribe from daily report summaries?
- Unable to Download the Payroll Export
- Why can't I access a report in Toast Web?Get help troubleshooting report access in Toast Web.
- Analytics IntegrationsAnalytics Integrations21 articles
- Cash Management ReportsCash Management Reports8 articles
- Employee Performance ReportsEmployee Performance Reports8 articles
- Payment ReportsPayment Reports13 articles
- Performance BenchmarkingPerformance Benchmarking5 articles
- Sales ReportsSales Reports23 articles
- Toast NowToast Now12 articles
Service Management
Service Management
- Get Started With Open ViewOpen view is a new ordering workflow on the POS which is perfect for customers who are focused on speed of order entry and menu visibility.
- Remove Uneditable Dining Options
- Use Table Data & Details PaneLearn about the details available for your tables in table service mode and within the details pane with this overview.
- Create and Utilize Service PromptsLearn how to generate service prompts and require servers to enter in specific menu items.
- Manager Log OverviewLearn how to use Toast's manager log as a communication tool for restaurant management teams to track operations, personnel, and customer is
- Hours & ServicesHours & Services1 article
- Hotel PMS IntegrationsHotel PMS Integrations23 articles
- Offline ModeOffline Mode2 articles
- Reservation IntegrationsReservation Integrations8 articles
- Sections, Tables, & SeatsSections, Tables, & Seats6 articles
- Service AreasService Areas6 articles
- Toast TablesToast Tables37 articles