Quick Reference Guide | Terminal and Terminal + (X5, X5+)

General Information:

Common Icons	Description
	Back arrow – Tap on this icon when you need to go back to the previous screen.
	Bar Code Scanner – Tap this icon to open the camera on your device to scan a bar code.
	Lock screen – Tap on this icon when you want to lock your screen. When you are ready to use the terminal again, tap the screen and login.
	Sync Now – Tap this button to sync the card reader device with the Ovation App
	Orders or Sales – Add items from your library or manually add a line item to the cart, checkout/process payment, and deliver receipts via text, email, or print. For Restaurants, this displays as Order, for Retail this displays as Sale.
	Quick Sale – Check out even faster by selecting the payment type (Cash, Credit Card, Gift Card, or Invoice) and then entering the full dollar amount to be paid.
	History – Review all transaction history including successful payments, canceled transactions, refunds, and more.
	Open Refund - Use the open refund transaction to reimburse the customer for a returned item when the original transaction is not in the transaction history. The Open Refund feature is optional.
	Items – Add Items to categories, subcategories, and groups to organize your library for an easy checkout process. For Restaurants this is the menu, for Retail this is the product catalog.
	Batch – Close out the transactions and sales activity for a particular shift or period of time.
	Invoices – Search for a specific invoice by last name, phone number, or invoice number. Or view multiple invoices by status - due, overdue, completed, or all.
	Training - Explore the platform with confidence. Practice taking orders, adding discounts, refunding payments, and closing the register without processing any actual transactions.

Transactions:

Sale or Order - Credit Card, Cash, and Gift Card

From the home screen, tap Sale or Order - The Sale button display for a retail business. The Order button displays for a restaurant business
Select items from the list to add to the cart or enter the amount for an item
If a discount is needed, select the DISCOUNT button at the top right, select discount, then tap the back arrow
Review all transaction details on the right side of the screen, then tap CHECKOUT
Using the buttons on the left, select the appropriate form of payment -Credit Card, Cash, Debit card, or Gift card. The Order/Sale total will appear on the screen.
Follow the prompts at the bottom of the screen that matches your payment situation to finalize payment

This will look slightly different depending on what form of payment is selected:
- For Credit Cards- Either tap CARD to use the card reader or MANUAL ENTRY to type in the card information - Ask the customer to use their card, and if prompted, to enter their PIN, and then tap enter.
- For Cash - Either type in the amount of cash given to see the change due or tap EXACT and then FINISH
- For Debit Cards- Either tap CARD to use the card reader or MANUAL ENTRY to type in the card information- Ask the customer to use their card, and if prompted, to enter their PIN, and then tap enter.
- For Gift Card - Either tap SCAN to open the device's camera to scan the code or MANUAL ENTRY to type in the gift card number and then FINISH
When the transaction is approved a receipt method prompt displays
Tap the receipt method. For no receipt, tap Complete Order, or Complete Sale

Quick Sale - Card Card, Cash, Gift Card

From the home screen, tap Quick Sale
Using the buttons on the left, select the appropriate form of payment -Credit Card, Cash, Debit card, or Gift card
Type in the full dollar amount to be charged
Follow the prompts at the bottom of the screen that matches your payment situation to finalize payment
This will look slightly different depending on what form of payment is selected:

For Credit Cards- Either tap CARD to use the card reader or MANUAL ENTRY to type in the card information
For Cash - Either tap OTHER AMOUNT to see the change due or EXACT CASH and then FINISH
For Gift Card - Either tap SCAN to open the device's camera to scan the code or MANUAL ENTRY to type in the gift card number and then FINISH

Receipt options will appear - Select the preferred form of receipt and then COMPLETE ORDER

Quick Sale - Invoice

From the home screen, tap Quick Sale
Using the left and right arrows select the appropriate form of payment - Invoice
Type in the full dollar amount to be charged then tap CONTINUE
Select either Existing Customer or New Customer

If Existing Customer- search by First name, Last name, phone number, or email then tap CONTINUE
If New Customer - Enter First name, Last name, Business name, phone number, and email address then tap CONTINUE

Select a due date and tap CONTINUE
An option to edit the message to the customer will appear. If you would like to change it do so on this page, if you prefer the default “Thank You For Your Business!” then tap CONTINUE
The Invoice information will all appear on one screen for you to review, if everything is correct tap on the checkmarks to select how you would like to send the invoice - either Via Text, Via Email, or both
Then tap SEND and the customer will receive a link for the invoice

Reprint Receipts from History

From the home screen, tap History. A list of transactions will be displayed
Tap the transaction to reprint. The transaction information will be displayed
Tap RECEIPT
Tap the preferred receipt method(s)

Refund from History

From the home screen, tap History. A list of transactions will be displayed
Tap the transaction that you would like to refund. The transaction information will be displayed
Tap REFUND
Select the refund type:

To refund the full amount, tap ENTIRE SALE or ENTIRE ORDER then REFUND
To refund part of the transaction, tap SELECT ITEMS, select the items, tap CALCULATE REFUND, and then tap REFUND
To refund the customer without linking it to a transaction, tap ENTER AMOUNT. Enter the refund amount and then tap REFUND

If debit card transaction, tap Yes and then follow the instructions to refund cash to the customer
If credit card transaction, tap REFUND
The Swipe Card, Insert Card,and Tap Card prompt will displays
Ask the customer to use their card, and if prompted, to enter their PIN, and then tap ENTER
When the transaction is approved a receipt method prompt displays
Tap the receipt method. For no receipt, tap COMPLETE REFUND

Open Refund

From the home screen, tap Open Refund
Tap SELECT ITEMS, to choose options from the library to refund or tap ENTER AMOUNT to type in the amount of money to be refunded
Select items from the list to add to the cart or enter the amount, and then tap REFUND, and then REFUND
Using the buttons on the left, select the appropriate form of payment that was used for the original transaction -Credit Card, Cash, Debit card, or Gift card, then tap REFUND
If you selected credit, debit or gift card - Swipe Card, Insert Card, and Tap Card prompt will display
Ask the customer to use their card, and if prompted, to enter their PIN, and then tap ENTER
The transaction processes and if it is approved a receipt method prompt displays
Tap the receipt method. For no receipt, tap COMPLETE REFUND - The transaction displays in the history module as refunded
When the transaction is approved a receipt method prompt displays.
Select customers' preferred form of receipt. For no receipt, tap COMPLETE REFUND

Support Functions:

Items - Add to Inventory

From the home screen, tap ITEMS
To view, add, and edit Items tap MANAGE ITEMS
To view, add, and edit, categories, subcategories, and groups tap ITEM LIBRARY
Tap CREATE ITEM, enter the Item Name and an optional Item Description, mark if the item is available for online ordering, and then tap CONTINUE
Enter the Unit Price or select Open Amount - Enter Price at time of use, and then tap CONTINUE

Enter the optional items if used, and then tap CONTINUE

Item Code (Barcode number).
Review the Item Summary, and then tap CONTINUE
Choose the position in the item library by selecting the category, subcategories, and groups. Tap PLACE ITEM HERE
Review the Item Library Summary, and then tap CONTINUE
Choose the screen location by selecting the ITEM SCREEN, and then tap CONTINUE
Select the taxes, modifiers, and printers to be associated with the item
Review the Summary, and then tap SAVE
The item summary will display one more time, if anything is incorrect tap EDIT in the top right and make changes. If all of the information displayed is correct tap DONE

Tip Adjustment

If the tip adjust feature is enabled, an ADJUST TIPS tab displays in the Batch module.

From the home screen, tap Batch
Tap the ADJUST TIPS tab. A list of transactions display
Tap the transaction to add the tip. The transaction information displays
Enter the tip amount, and then tap ADD TIP

Batch Information:

Reports

From the home screen, tap Batch.
Tap REPORTS
Using the buttons on the left select the report you would like to view

Report options are:

- TENDER DETAILS: Displays the day’s transactions with the order number, tender type, date, total, and entry method.
- TENDER SUMMARY: Displays the day’s transaction total for the Credit, Debit, or Gift tender types.
- TIPS: Displays the batch overview for filling out deposit slips and general record keeping.
- USERS: Displays the day’s transactions by a user. It includes subtotals for tenders, transaction types, and tips.

To print the report tap the PRINT button in the top right corner

End of Day

On the application home screen, tap Batch
On the end-of-day tab, tap CLOSE REGISTER
The confirm action prompt displays. Tap YES
The next SALE or ORDER automatically begins a new batch