Thr!ve POS Customer Learning Center

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Knowledge Base

  1. ***START HERE*** →

    1. Hardware Setup
    2. Thr!ve Basic Setup
    3. Managing Your Menu For Beginners
    4. Thr!ve For Beginners
    5. Managing Thr!ve For Beginners

  2. Release Notes →

    1. Current Release
    2. Version 7.7.x
    3. Version 7.6.x
    4. Version 7.5.x
    5. Version 7.4.x

  3. Downloadable Docs →

    1. Thr!ve Quick Start Guide
    2. End of Day Checklist
    3. Inventory Worksheet

  4. Tips & Tricks →

    1. 5 Tips for Working With Tickets
    2. Verify Customer Age
    3. Retail Bar Code Scanning / Item Search
    4. Out of Stock Inventory with Video
    5. Tracking your Catering Sales

  5. FAQs  →

    1. Multiple Credit Card Slips / Transactions for One Order
    2. Problems Opening Exported Reports in Excel 2013
    3. Promise Time Displays No Current Shift
    4. Open Bar Orders Not Appearing On Bar Table Layout
    5. Print a Receipt Only When A Customer Asks for One

  6. Menu / Ordering →

    1. Menu Screen Overview
    2. Create A Dine In Order
    3. Create An Order To Go
    4. Tips for Quantity, Ordering the same item many times
    5. Item Descriptions

  7. The Orders Screen →

    1. Order Screen Overview
    2. Add A Tip Via The Order Screen
    3. Email A Customer Receipt
    4. Reopen A Closed Ticket
    5. The Big Red X

  8. Applying Coupons / Discounts →

    1. Apply A Coupon Multiple Times
    2. Apply A Coupon Via Coupon Code
    3. Apply A Smart Coupon
    4. Apply A Discount

  9. Working with Customers →

    1. Customer Screen Overview
    2. Customer Profile Overview
    3. Add A New Customer
    4. Alternate Address
    5. Edit A Customer Profile

  10. The Options Screen →

    1. Close Register: Improved in v.7.7.0 (with Video)
    2. Close Register (version 7.6.x and earlier)
    3. Create A Deferred Order
    4. Email to Employees
    5. Full Review

  11. Time Clock & Employee Functions →

    1. How To Clock In
    2. How To Clock Out
    3. How To Request Time Off
    4. How To Take A Break
    5. How To Take A Lunch

  12. Table Service →

    1. Table Design: Add / Edit A Room
    2. Table Design: Add / Edit Tables, Walls, Items
    3. Designing Your Room/Tables - Video
    4. Table Layout Screen Overview
    5. Reserve A Table

  13. Delivery Functions →

    1. The Dispatch Screen Overview
    2. Activate A Driver
    3. Assign An Order To A Driver
    4. Return A Driver
    5. Driver Status Overview

  14. Manager Home Screen →

    1. Customizing Your Manager Screen
    2. Managing Sales Forecast and Labor Budget
    3. Requirement Expiration Alerts
    4. Update Your POS System
    5. Manager Home Page - Video

  15. Manager - End of Day  →

    1. End Of Day Checklist
    2. Closing Tickets at End of Day
    3. Log Off From On The Clock Report

  16. Manager - Customer →

    1. Customer Overview
    2. Applying Offers To Customers
    3. How To Merge Customer Accounts
    4. Customer Advanced Search
    5. Customer Details Overview

  17. Manager - Employee →

    1. Adding An Employee
    2. Job & Payroll
    3. Employee Requirements
    4. System And Security
    5. Change An Employee's Login ID

  18. Manager - Cash / Credit →

    1. Cash Overview
    2. Registers and Cash
    3. Transfer
    4. Reconcile
    5. Assign Cash: Assign A Register / Drawer

  19. Manager - Inventory →

    1. Inventory Set Up Workbook
    2. Ingredients Overview
    3. Add An Ingredient
    4. Add Inventory Ingredients - Video
    5. Add A Inventory Ingredient Recipe

  20. Reports - Store Summary →

    1. Store Summary Report Overview
    2. Store Summary Report - Video
    3. Store Summary Report - Understanding Cash Management
    4. Customize your Store Summary

  21. Reports - Sales →

    1. Deferred Details Report
    2. Deferred Item Sales Report
    3. Gift Certificates Report
    4. Income Summary Report
    5. Item Sales Report

  22. Reports - Cash →

    1. Bank Deposit Report
    2. Open Drawer Report
    3. Over / Short Report
    4. Paid In/Out Report
    5. Registers Report

  23. Reports - Labor →

    1. Active Employee List
    2. Add Requirements Expiration To Active Employee Report
    3. Employee Schedule Report
    4. Labor Sales Report
    5. Labor Schedule Report

  24. Reports- Operations →

    1. Customer Account Statements
    2. Customer Account Summary Report
    3. Customer Credits Summary Report
    4. Customer Credit Detail Report
    5. Customer Group Summary Report

  25. Reports - Inventory →

    1. Inventory On Hand Report
    2. Inventory Warning Report
    3. Inventory Adjustments Report
    4. Inventory Purchases Report
    5. Inventory Ideal Usage Report

  26. Reports - Trends →

    1. Trend Report
    2. Customer Trend Report
    3. Item Forecast Report

  27. Config - General →

    1. Store Setup Overview
    2. Store Setup - Video
    3. Configuring Your System's Email
    4. DayPart Hours
    5. Manage Ticket Numbers

  28. Config - Printing →

    1. General Printer Setup
    2. Printer Station Configuration
    3. Creating Print Settings
    4. Printer Ticket Configuration
    5. Other Printing Options

  29. Config - Order Types →

    1. In House Orders - Bar
    2. In House Orders - Dine In
    3. In House Orders - Drive Thru
    4. In House Orders - Table
    5. In House Orders - To Go

  30. Config - Tax/Tender/Cash →

    1. Tax Structure Configuration
    2. Why Do Fees Show With No Order Type?
    3. Changing A Tax Rate - Video
    4. Creating Tax Structures - Video
    5. Tender Configuration

  31. Config - Customers →

    1. Customer Setup Overview
    2. Customer Setup - Video
    3. User Defined Fields
    4. Define Customer Groups
    5. Define Required Fields For Customer Profile

  32. Config - Messages →

    1. Creating Messages
    2. Delete A Message
    3. Edit A Message
    4. Message Setup - Video

  33. Config - Items →

    1. Setting Up Departments
    2. Setting Up Fractions
    3. Setting Up Categories
    4. Setting Up Items
    5. Inclusions Setup

  34. Config - Pricing →

    1. Setting Up Pricing - Basic, Item Based
    2. Item Pricing
    3. Pricing for Modifiers/Toppings
    4. Topping Based Pricing
    5. Alternate Pricing

  35. Config - Special Pricing →

    1. Creating A Coupon
    2. Set A Coupon To Auto Apply
    3. Make An Offer A Smart Coupon
    4. 2 for 1 Coupon Deals - Video
    5. Coupon Basics - Video

  36. Config - Menus →

    1. Creating A Menu Tab
    2. Basic Buttons
    3. Multiple Buttons
    4. Size and Style Buttons
    5. Menu Link Buttons

  37. Config - Employees →

    1. How To Create A Job Type
    2. Timeclock and Payroll Overview
    3. Configuring Schedule Overview
    4. Changing The Driver Fee And Method
    5. Creating A Job Requirement

  38. Config - Security →

    1. Security Settings Configuration
    2. Security Settings - Video
    3. Require Void Reasons

  39. Config - Manage Configuration →

    1. Overview
    2. XML Export - Video

  40. Support / Hardware →

    1. Hardware Requirements
    2. Installing Your Router- Video
    3. Installing Your Switch - Video
    4. Installing CallerID - Video
    5. Wireless Setup - Video

  41. Thr!ve Online →

    1. Setting Up Your Thr!ve POS System For Online Ordering
    2. Modifiers - Thr!ve Online
    3. Suggestions - Thr!ve Online

  42. Dr!ve - Mobile App for Drivers →

    1. Dr!ve Overview
    2. Import Your Drivers
    3. Log Into Dr!ve App
    4. Register A Driver
    5. Dr!ve Overview - Video

  43. Thr!ve Academy →

    1. Thr!ve Academy Overview
    2. Cashier 101 Course
    3. Server 101 Course
    4. Driver 101 Course

  44. All articles →

    1. Tax Structure Configuration
    2. Setting Up Departments
    3. Setting Up Pricing - Basic, Item Based
    4. Creating Messages
    5. General Printer Setup
    465 articles →

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