Quick Reference Guide | Mobile (C5)

General Information:

Discover the primary function for the main buttons you will use in the Mobile App. Dive deeper into each section by clicking on the names below.

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:

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

1. From the home screen, tap Sale or Order -The Order button displays for a restaurant business. The Sale button displays for a retail business.

2.Select items from the list to add to the cart or enter the amount for an item

3. If a discount is needed, select the % icon in the top right

4.Tap the CART icon to view all transaction details, review, then tap CHECKOUT

5 Cart

5. Select the Order type (Dine in, Carry out, To go, etc) then CONFIRM CHECKOUT

6. Using the left and right arrows select the appropriate form of payment -Credit Card, Cash, Gift card. The Order/Sale total will appear on the screen.

7. 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 tap OTHER AMOUNT to see the change due or EXACT 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 tap FINISH

8. When the transaction is approved a receipt method prompt displays

9. 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 left and right arrows select the appropriate form of payment -Credit Card, Cash, Gift card, or Invoice
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:
1. 1. For Credit Cards- Either tap CARD to use the card reader or MANUAL ENTRY to type in the card information
2. For Cash - Either tap OTHER AMOUNT to see the change due or EXACT CASH and then FINISH
3. 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 on the customer profile

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 that you want to reprint. The transaction information will be displayed
Tap RECEIPT
Tap the preferred receipt method

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
1. Tap REFUND
Select the refund type:
1. To refund the full amount, tap ENTIRE SALE or ENTIRE ORDER then REFUND
2. To refund part of the transaction, tap SELECT ITEMS, select the items, tap CALCULATE REFUND, and then tap REFUND
3. 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 display
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
Using the left and right arrows select the tender type
Select items from the list to add to the cart or enter the amount, and then tap REFUND CARD, and then REFUND
The 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

Note: Not all users have permission to perform open refunds by amount. If you do not have permission ask a manager to enter his or her pin to continue

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 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 the pencil icon in the top right to EDIT. 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 :

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 report will be emailed to the designated user
The next SALE or ORDER automatically begins a new batch.