Author: marcoantonio

In this guide, we will learn how to access and manage all checks in Juvo POS.

1. From the main POS screen, open the Functions menu.
2. Select Checks to access the list of checks.
3. Use the available search and filter options to quickly find specific checks based on your needs.
4. Take advantage of Juvo’s multiplatform functionality to filter checks by their source: POS, Kiosk, or OLO (Online Ordering).

In this guide, we will learn how to use the Positions feature in Juvo POS to assign items to individual guests and simplify check splitting.

1. Make sure the Positions feature is enabled in the Back Office (BO).
2. Open a check and begin assigning items to the appropriate guest position.
3. Select Position 1 and assign the items ordered by the first guest.
4. Tap Position 2 and continue assigning the items ordered by the second guest. Repeat this process for each additional guest as needed.
5. Once all items have been assigned to their respective positions, you can easily split the check so each guest can pay for their own items.

The Positions feature helps organize orders by guest, making it easier to manage shared checks and ensure each client pays for what they ordered.

In this guide, we will learn how to access the available options for an item directly from an open check in Juvo POS.

1. Open a check and select the item you want to modify.
2. Once the item is selected, the available Item Options will be displayed.
3. Choose the appropriate option based on your needs. Available options may include:

• Mods: Modify the item’s options or selections.
• Repeat: Add the same item to the check again.
• Void: Remove the item from the check, subject to the applicable permissions and requirements.
• Many more.

These options allow you to manage individual items directly from the check, making it easier to modify orders and handle changes during service.

In this guide, we will learn how to access the available check management options in Juvo POS.

1. Open a check and tap Check to access the available check options.
2. Review the options displayed. Depending on your configuration and permissions, these may include:

• Void: Void the check when necessary.
• Discounts: Apply available discounts to the check.
• Tax Exempt: Apply a tax exemption when applicable.
• Additional Options: Access other available functions for managing the check.

These options allow you to manage checks efficiently, apply adjustments when needed, and handle different situations during the checkout process.

In this guide, we will learn how to access customer history in Juvo POS and review important information about returning customers.

1. When creating a new check, navigate to the Customer section.
2. Tap the Search icon to view the list of customers previously added to the system.
3. Search for and select the customer you want to review.
4. Once the customer is selected, you can access their available history and information, including:

• Last Visit: When the customer last visited your business.
• Total Visits: The total number of recorded visits.
• Average Spent: The customer’s average spending amount.
• Additional Information: Other available customer details and visit history.

Juvo POS allows you to save customer information for future visits, making it easier to recognize returning customers, track their visit history, and better understand their spending habits.

In this guide, we will learn how to record a refund in Juvo POS.

1. From the main POS screen, open the Functions menu.
2. Select Bank, then choose Refund.
3. To record a new refund, enter the Invoice Number associated with the refund.
4. Select the appropriate Refund Method.
5. Enter the Refund Amount.
6. Review the information entered and tap Save to record the refund.
7. Once the process is completed, a confirmation message will appear: “Refund saved successfully.”

Recording refunds in Juvo POS allows you to document refund transactions and maintain an accurate record of your business operations.

In this guide, we will learn how to create and manage an employee shift in Juvo POS, including recording the starting and closing bank amounts.

1. From the main POS screen, open the Functions menu.
2. Select Bank, then choose Shift.
3. Tap Add Shift to begin creating a new shift.
4. Select the employee assigned to the shift.
5. Enter the Starting Bank amount, which represents the initial cash amount in the register at the beginning of the shift.
6. Tap Update to save the shift information.
7. When the employee finishes the shift, return to the shift information and update the Closing Bank amount to record the final cash balance.

Properly recording the starting and closing bank amounts helps track register cash, manage employee shifts, and maintain accurate cash records throughout daily operations.

In this guide, we will learn how to split a payment in Juvo POS, allowing customers to pay for a check using multiple payments.

1. Open the check you want to pay and proceed to Checkout.
2. Select Split Payment to begin dividing the check total.
3. Choose how you want to split the payment: Split Evenly to divide the total into equal portions, or Custom Amounts to enter specific amounts for each payment.
4. Select the payment method for each portion. Depending on your needs, you can use Cash, Card, or a combination of payment methods.
5. Process each payment portion individually until the full check balance has been paid.
6. Confirm that the remaining balance is zero to ensure the check has been fully paid.

The Split Payment feature provides flexibility at checkout, making it easier for multiple customers to share a check or pay using different payment methods.

In this guide, we will learn how to record a Paid Out transaction in Juvo POS to document money taken out of the register for business-related expenses or other purposes.

1. From the main POS screen, open the Functions menu.
2. Select Bank, then choose Paid Outs.
3. Enter the required transaction details:

• Amount: Enter the amount being paid out.
• Reason: Select or enter the reason for the transaction.
• Invoice: Enter the invoice number, if applicable.
• Comment: Add any additional notes or details about the transaction.
• Contact: Select the contact associated with the transaction.

4. Review the information entered to ensure all details are correct.
5. Confirm the transaction to record the Paid Out in the system.

Recording Paid Outs in Juvo POS helps track cash removed from the register and maintain accurate records of business expenses and cash movements.

In this guide, we will learn how to apply and remove discounts in Juvo POS, whether for an individual item or an entire check.

1. Open the check where you want to apply a discount.
2. Select the item you want to discount, or choose the option to apply a discount to the entire check.
3. Tap Discount to view the available discount options.
4. Choose the type of discount you want to apply, such as:

• Percentage Discount: Apply a percentage off the selected item or check.
• Fixed Amount Discount: Deduct a specific monetary amount.
• Preset Discount: Select a predefined discount available in the system.

5. Confirm your selection. The applied discount will appear under the selected item or at the bottom of the check when applied to the entire check.

To Remove a Discount

If you need to remove an existing discount, repeat the same process. Select the item or check where the discount was applied, open Discount, and unselect the previously applied discount. The discount will be removed from the selected item or check.