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Using Back Office Settings Pages

Updated

Overview

Most Back Office settings pages share one layout that lets you search for a setting, jump to a section, and save your changes from a floating bar.

Whether you are editing printer behaviors, end-of-day rules, tipping, or checkout options, these pages look and behave the same way:

  • A page header with the page title
  • A sticky toolbar that stays visible as you scroll, with a search box to find any setting by name, and shortcut links that jump to each section
  • Collapsible section cards you can expand and collapse
  • A floating save bar that confirms when settings are saved, with a toast notification either way

How to Use

  1. Open the Settings menu in Back Office and click any settings page (for example, Servers, Tables and Staff, Checkout and Closing, Tipping and Grats, Scales, General System Settings, etc.).
  2. Use the Search box in the sticky toolbar to find a setting by name. Non-matching settings are temporarily hidden so you can focus on what you are changing.
  3. Click any section shortcut link in the toolbar to jump straight to that section.
  4. Click a section header to expand or collapse it. All sections are expanded by default.
  5. Adjust the setting values you need.
  6. Click Save Settings in the floating bar at the bottom of the page. A toast in the corner will confirm success, or tell you if something was not saved.

Limitations

  • A small number of specialty pages (the receipt templates editor, the fee rules editor, kiosk, Online Ordering 2.0, printer groups, pull tabs, QR/SMS/Email pay, SMS-to-kitchen, coursing, booked items, tab zones, and payment methods) have custom layouts because they contain more than a simple list of settings (for example, grids of rows or template editors). Those pages use the same page frame but may not have the search box or collapsible sections.
  • The search box searches setting labels only, not help text.
  • You must have permission to access Back Office and the specific settings page.

FAQ

Q: Why is the Save Settings button in a floating bar at the bottom? A: The floating save bar stays visible as you scroll, so you do not have to scroll all the way back up or down after changing a setting.

Q: My settings did not save. What happened? A: The toast in the corner of the screen will say Save Error with details. The most common reason is that a numeric field (like a percentage or an amount) has a non-numeric value. Adjust that field and click Save Settings again.