- All Categories
- Using the Dashboard Transactions
Using the Dashboard
Summary
Stores
Stores Tab Overview
Stores > Status
Stores > Technical
Stores > General
Web Based Store Inventory / Online Menu
Download a Pick List for easy restocking
Stores > Restock
How To Set Pars
Sales Tax
What is a KID?
Stores > Discounts
Stores > Financial
Products
Export Lots as CSV
Products > Transactions
Delete/Undelete (or Archiving) a Product
How to repurpose tags
How to Bulk Import Products
Products Overview
Products > Tag Orders
Export EPC Inventory
Products > Inventory
Add a Product
Products > Details
Tags
Transactions
Understanding Transaction Preauthorization and Processing Times
Transaction status definitions
Transactions > Logs
Coupon Reporting
Transactions > Customer Emails
Edit the default preauthorization amount
How to adjust a transaction or process a refund
How to View Transactions & Transactions Overview
How to Export Transactions for Enhanced Sales Analysis
How to prevent mischarges
Feedback
Discounts
Discounts > Add a Happy Hour Discount
Discounts > Add a Standard Discount
Discounts Overview
Discounts > Creating Coupons
Discounts > Add a Shelf Life Discount
How to redeem a coupon
How to end a Discount
Financials
Settings
Getting Started
Remittances
Transactions included in a remittance
Remittance Processing Schedule
How do I provide my banking information?
Ordering Tags
Restocking Product
Setting Up Your New Store
How to restock a Byte store
Setting up your store to be NAMA-certified
Custom graphics install instructions
Branding your store
Setting up your Byte Technology store
How soon will I receive my store?
Tagging Best Practices
Tagging Frozen Food
Tagging drinks
Product tagging best practices
Tagging sandwiches or burritos
Tagging snacks or soft packaging
Tagging soups or yogurts
Tagging salads or other hard packaging
Are RFID tags microwave safe?
Merchandising best practices
Test and verify inventory
Tagging heatable entrees
Tagging aluminum cans and foil-lined products
Dashboard Onboarding | A self-guided training
1. Introduction to Byte Technology Dashboard
2. Overview of Summary Page + Navigation Bar
3. Stores Section Overview
4. Products Section Overview
5. Transactions Section Overview
6. Feedback
7. Discounts Section Overview
8. Financials Section
9. Settings
10. Congratulations
Campus Card Stores
Byte Store Dimensions/Store Types
Troubleshooting & FAQs
Connectivity
How to Install an OptConnect Cellular Device on a Byte Store
Ethernet setup and networking requirements
Transactions made while store is offline
How do I get a store back online?
Code 400C
Code 600
Code C
Code E
No IP / Red or Yellow Border
Code 200
Sending Remote Commands
Screen Issues
Store Temperature
Inventory
Door Lock Issues
Open a CSV file in Excel or Google Sheets
How to Reach Support
Combatting Theft With Your Byte Store
Error Codes: Out of Service Troubleshooting Guide
Transactions
Understanding Transaction Preauthorization and Processing Times
Overview: When a transaction is completed, a temporary hold is placed on the customer's method of payment. This article explains how long holds may last and provides important details regarding their…
Transaction status definitions
The Byte Dashboard uses different transaction statuses to delineate where a transaction is at in the processing process. This article goes over those meanings such as placed, processed, voided, and more.
Transactions > Logs
There are times when you will need to check on specific transactions for your Byte store to see details on adjustments. This article goes over how to research this.
Coupon Reporting
Once you have created and distributed coupons to customers, you then have the ability to see the discounts and the coupon codes that were applied to transactions.
Transactions > Customer Emails
Customers can put in their email address at the end of the transaction to receive their receipt. This data is then visible to you to export and later use for any marketing materials to help engage with your customers.
Edit the default preauthorization amount
This article goes over the preauthorization hold and how to change it.
How to adjust a transaction or process a refund
Adjusting a transaction means changing the price the customer was charged whether the customer was overcharged or undercharged.
How to View Transactions & Transactions Overview
Overview of how to view transactions on the dashboard as well as useful tips.
How to Export Transactions for Enhanced Sales Analysis
This article goes over how to export sales/transactions for your chosen time frame, store, product, discounted transactions, and more.
How to prevent mischarges
Mischarges should only affect at most 1% of your total sales. You should not accept mischarges as normal if you see a large amount. It is not. This article goes over how mischarges happen and what can be done to lower the amount.