Finding your way around the portal¶
Use this page to learn the portal's menus, read the dashboard, and pick the stores and dates that many pages share.
Your menus may look different
What you see depends on your role and on the features your company uses. A store manager sees far less than a corporate administrator. If you need a page you cannot find, ask your administrator.
The menu bar¶
The menu bar runs across the top of every page. Click your company's logo at the far left to return to the Dashboard at any time.
| Menu | What it is for |
|---|---|
| Dashboard | Today's sales at a glance, and your alerts. |
| Reports | Sales, voids and waste, refunds, labor and other reports. See Reports. |
| CloudMenu or Mobile Ordering | Your menu: menu items, departments, modifiers, menu sections and timed pricing. Companies with online ordering also manage orders and their mobile app here. See Menus. |
| More | Other tools your company uses, such as Manual Sales Entry, Import Data and the inventory pages. |
| Administer | Stores, users and company settings. Everyone except the Store User role sees it. |
| Your name | Your profile, emails, alerts, help, and Logout. |
The Administer menu¶
Each role sees a different part of this menu.
| Item | What it is for | Who sees it |
|---|---|---|
| Administration Home | One page with buttons for every admin task you can do. | Everyone who sees Administer, except store managers |
| My Business | Your company's own settings. | Corporate administrators |
| Concepts | The concepts, or store formats, in your company. | Corporate and concept administrators |
| Franchisees | The franchisees, or ownership groups, that run stores. | Corporate, concept and franchisee administrators |
| Stores | Store details, hours, taxes and payment settings. See Stores and users. | Everyone above, plus franchisee business managers and store owners |
| Users | The people who can sign in. See Stores and users. | Everyone who sees Administer |
| Email & Subscriptions | The emails the portal sends for your company. See Alerts and subscriptions. | Corporate and concept administrators |
| Support Options | Your company's own help desk. See Your company's help desk. | Corporate administrators |
| POS Employees, POS Timesheets, POS Cash Drawer, POS Discounts & Refunds, POS Gift Cards | Register staff, their hours, drawer activity, discounts and refunds, and gift cards. | Corporate administrators |
Corporate administrators also find a Getting Started (POS Setup) button on Administration Home. It opens the setup wizard. See Getting Started.
The menu under your name¶
Click your name at the top right to open it.
| Item | What it does |
|---|---|
| Logout | Signs you out. |
| Modify Profile | Changes your name, contact details, password and photo. See Update your profile. |
| Subscription Center | Chooses which portal emails you get. See Alerts and subscriptions. |
| Alerts | Sets up your dashboard alerts. See Alerts and subscriptions. |
| Login History | Lists your own recent sign-ins. Corporate administrators see everyone's sign-ins under Reports instead. |
| Support | Your company's help desk. Until your head office sets one up, these tickets go to Fran-Trak. See Opening a support ticket. |
| Get help from Fran-Trak | Opens a ticket with the Fran-Trak team. See Opening a support ticket. |
Below these, the menu shows your email, your role, and your company's short name.
Use the portal on a phone or tablet¶
On a narrow screen the menu bar folds into a menu button with three lines, at the top.
- Tap the menu button.
- Tap the page you want in the list.
The phone list is shorter than the full menu bar. It has the Dashboard, your reports, Administrator Functions, Modify Profile, Subscription Center, Support, Get help from Fran-Trak and Logout, plus the tools your company uses, such as CloudMenu. For everything else, turn the tablet sideways or use a computer.
Read the dashboard¶
The Dashboard opens when you sign in. It shows charts of sales for the stores and dates you pick. What it shows depends on your company. Some dashboards chart sales by meal period, by hour and by menu item. Others have tabs: Insights, Daily, Day Of Week, Week, Month, Year and Hourly.
- Click Alerts to see your current alerts, such as tickets that are due. Click Manage Alerts in that window to change them.
- Click Dashboard Setup to change the stores and dates the charts use.
Change the dashboard's stores and dates¶
- Click Dashboard Setup.
- Set the dates. Depending on the chart, you see Start and End, or a single Date.
- Open Stores and tick the stores you want.
- Click Update.
The dashboard remembers your stores on this computer and browser.
Pick stores and dates on a report¶
Most reports share the same controls at the top.
- Click Dates. Pick a range on the calendar, or a preset such as Today, Yesterday, Last 7 Days, Last 30 Days, This Month or Last Month.
- Open Locations and tick the stores you want. Type in the box at the top of the list to find a store fast.
- Click Run.
After the report runs, click Change Report Criteria to change the dates or stores. Click Choose Columns to pick which columns appear. See Reports for more.
You only ever see the stores your role allows. See Which stores a person sees.
Find a record on a "Manage" page¶
Pages such as Manage Stores and Manage Users share one layout. The form is on the left. The list of existing records is on the right.
To open an existing record:
- Click it in the list on the right.
- Or type at least four letters of its name in the search box above the list. Pick it from the suggestions, then click Go!.
The form fills in, and its main button changes to Update, for example Update Store or Update User.
To start a new record, click New. The form clears and its main button changes to Create.
Some lists have two tabs. Active holds records in use. Archived holds deactivated records you can open and reactivate. The tabs appear only when something is archived.
On a tablet or phone
On a narrow screen the list moves into a bar at the bottom of the screen. Tap the bar to open the list and search. Tapping a record closes the bar and shows the form.
Messages and banners¶
- After you save, a message box tells you whether it worked. Read it before you move on.
- A banner may say License expires in a number of days. Ask your administrator or contact support to renew it.