Salesforce

System Options Overview

« Go Back
Information

Get your CAKE POS set up just right!

Whether you're brand new to the CAKE Point of Sale or just revisiting your setup, this page is your starting point for configuring System Options. These settings help shape how your POS behaves—from how orders are sent to how your team clocks in.

 

Table of Contents

  1. How to Access System Options
  2. System Options Quick Navigation
  3. Need a Quick Start? Use Our Recommended Settings
  4. Next Steps
  5. Pro Tip

 

How to Access System Options

To access your POS System Options:

  1. On your POS terminal, tap Main Menu.

  2. Select Settings.

  3. Tap System Options to view and configure available features.

 

System Options Quick Navigation

Use the links below to explore each section. You’ll find clear, step-by-step guides to help you understand what each setting does, how to turn it on or off, and how to tailor it to fit your restaurant’s workflow.

 

1. Order Entry Settings

Learn how to configure your Order Entry options.
Customize how orders are entered into the system—whether you're quick-serve, counter-service, or dine-in.

2. Table Service Settings

Set up Table Service functionality.
Control how your floor plan and table management features work on your POS.

3. Sending (Firing) Settings

Configure when and how orders are fired to the kitchen.
Adjust settings for automatic or manual firing, ticket printing, and kitchen flow.

4. Payment Settings

Manage how your POS accepts payments.
Enable or disable payment types, customize tendering behaviors, and configure gratuities.

5. Offline Payment Settings

Set up payment handling when you're offline.
Ensure you’re still able to process payments if your internet connection goes down.

6. Receipts Settings

Customize your receipts.
Control what information prints on customer and kitchen receipts.

7. Sign In Settings

Set rules for POS user sign-in.
Manage security, PIN requirements, and session timeouts for staff.

8. Close Cash Settings

Configure end-of-day processes.
Set up how staff close cash drawers and batch credit card transactions.

9. Clock In/Out Settings

Manage employee time tracking.
Set auto clock-out rules and receipt printing for staff clock-in/clock-out.

10. Payroll Settings

Set up payroll tracking features.
Ensure accurate reporting for employee hours and labor costs.

11. Online Ordering Settings

Activate and manage Online Ordering.
Customize how online orders are received, displayed, and integrated with your POS.

12. Customer Touch Display (CTD) Settings

Configure your customer display.
Enable electronic signing and tip suggestions directly on the CTD screen.

13. Discounts & Comp Settings

Set up discounts and comps.
Create and manage reasons for applying comps and discounts during service.

14. 3rd Party Payments Settings

Connect to third-party payment platforms.
Enable external integrations for additional payment options.

15. Service Charge Settings

Add automatic gratuity or service charges.
Perfect for large parties or service-based gratuity needs.

16. Tip Sharing Settings

Manage tip distribution rules.
Set up how tips are pooled and shared among staff.

17. Zones Settings

Create and customize Zones.
Define areas of service for reporting, delivery, and management.

 

Need a Quick Start? Use Our Recommended Settings

If you’re looking to get your System Options configured fast and fine-tune later, we’ve got you covered! These curated guides offer quick-start settings tailored to your type of restaurant:

These guides will walk you through essential options and help you get up and running quickly—with the option to revisit and customize each setting in depth whenever you're ready.

 

Next Steps

Once you’ve gone through and configured your System Options, your POS will be tailored to match your restaurant’s unique rhythm. And remember—these settings are flexible! You can revisit and adjust them anytime. Just click Save Changes after any updates to sync them across all your POS terminals.

 

Pro Tip

Want to test a setting before rolling it out? Try making changes during off-peak hours or in a training environment if available.

 

 

If you need extra help, the CAKE Support is always here to assist, reach out via call or text at (355)722-2253. Happy configuring!

 
Supplemental Information
System Options Overview
Configuration

Powered by