Navigating Your POS System: A Step-by-Step Guide

Navigating Your POS System: A Step-by-Step Guide

Getting Started

The POS system operates in two modes: Tablet Mode and POS Mode. Both modes share nearly identical features, with the key difference being that Tablet Mode allows users to bypass the passcode requirement.

Tablet Mode and POS Mode

Tablet Mode
  1. All orders
  2. Reports
  3. Open/Close
  4. Service delay
  5. Manage delivery
  6. Menu Manager
  7. Back office
  8. Support
POS Mode
  1. Dine-in
  2. Counter
  3. Pickup
  4. Delivery
  5. All orders
  6. Open/Close
  7. Service Delay
  8. Open Drawer
  9. Time Sheet
  10. Back Office

Back Office

Back office for Tablet Mode
  1. Employee Management
  2. Security
  3. Manage Modifiers
  4. Terminals
  5. Printers
  6. Drawers
  7. Table management
  8. Switch Mode
  9. POS Discount
  10. POS Charges
  11. Hide/Show Services
  12. Devices
  13. POS Alerts & Promotions
  14. Order Settings
  15. Updates Patch
  16. Clear up Storage
  17. Z – report
  18. Set Timeout
  19. Service Charge
  20. Settings
Back office for POS Mode
  1. Employee Management
  2. Security
  3. Manage Modifiers
  4. Terminals
  5. Printers
  6. Drawers
  7. Table management
  8. Switch Mode
  9. POS Discount
  10. POS Charges
  11. Hide/Show Services
  12. Devices
  13. POS Alerts & Promotions
  14. Order Settings
  15. Updates Patch
  16. Clear up Storage
  17. Z – report
  18. Set Timeout
  19. Service Charge
  20. Reports
  21. Manage Delivery
  22. Menu Manager
  23. Support
  24. Settings

How Each Feature Works

Tablet Mode and POS Mode

All Orders
  1. Central dashboard for managing all orders, both online and offline
  2. Apply additional charges
  3. Process refunds for specific orders


Reports

This includes various types of reports:

  • Order reports
  • Payout reports
  • Daily reports
  • Individual employee reports

Restaurants can generate reports for specific time periods:

  • Weekly
  • Monthly
  • Individual days


Open/Close
This feature allows you to close the restaurant for the current or next day, as needed.


Service Delay
This feature allows the restaurant to adjust the order processing time by extending or shortening the estimated wait time for orders.



Manage Delivery
If the driver is not available or for any other reason, a restaurant can use this to temporarily stop accepting delivery orders.



Menu Manager

This tool is essential for:

  • Adjusting prices
  • Updating item descriptions
  • Managing the active status of categories or items


Back Office
This link directs you to the back office, where you can access all the essential tab buttons.



Support
This tool helps restaurants contact support and includes three instructional videos for an in-depth understanding of the POS system.



Dine-In
This system streamlines order-taking for dine-in customers. Restaurants can choose from available tables and assign them based on current availability.



Counter
This tab assists restaurants in directly taking to-go orders from customers who visit the store and order their food. 



Pickup
This tab enables restaurants to efficiently manage phone orders for pick-up. It allows for the storage of customer details, such as their name and contact information. For convenience, when a customer places multiple orders, their name is automatically populated in the system, eliminating the need for re-entry and speeding up the ordering process.



Delivery
This tab allows restaurants to manage phone orders for delivery, storing essential customer details such as their name, address, and contact information. When a customer places multiple orders, their name and other details are automatically filled in for each subsequent order, reducing the need for re-entry and streamlining the ordering process.



Open Drawer
This register is used for cash transactions, allowing the restaurant to collect and manage cash payments. It tracks and maintains a detailed record of daily cash inflow and outflow, ensuring accurate accounting and accountability for all cash transactions.



Time Sheet

This tool tracks employee activity, recording detailed information about an individual employee’s hours at the restaurant. It includes:

  • Check-Out Times: Records when employees clock out.
  • Reports: Generates detailed reports on work hours and attendance.
  • Cash Register Usage: Monitors employee interactions with the cash register, including transactions processed during their shift.

This comprehensive tracking helps ensure accurate payroll management and provides insights into employee performance and activity.




Employee Management

This tab provides comprehensive tools for managing and tracking employees. It includes:

  • Employee Records: Maintain detailed records for each employee, including personal information, job roles, and contact details.
  • Active Shifts: Monitor and manage current employee shifts, including start and end times, and track attendance in real-time.
  • Work Hours Reports: Generate detailed reports on individual employee work hours over specified time periods, aiding in accurate payroll processing and performance evaluation.

This functionality ensures efficient employee management and helps with scheduling, reporting, and overall workforce oversight.




Security

This tab provides essential tools for managing access levels and safeguarding the system. It includes:

  • Access Control: Configure and manage different access levels for various users, ensuring that only authorized personnel can access specific features or data.
  • Role Assignment: Define and assign roles with specific permissions, such as administrative, managerial, or staff roles, to control what each user can view and modify.
  • Activity Monitoring: Track and review user activities to ensure compliance with security protocols and identify any unauthorized access or changes.

This functionality helps protect sensitive information and maintain operational integrity by controlling and monitoring access within the system.




Back Office

Employee Management

This feature provides comprehensive tools for managing and tracking employees. It includes:

  • Employee Records: Maintain detailed records for each employee, including personal information, job roles, and contact details.
  • Active Shifts: Monitor and manage current employee shifts, including start and end times, and track attendance in real-time.
  • Work Hours Reports: Generate detailed reports on individual employee work hours over specified time periods, aiding in accurate payroll processing and performance evaluation.

This functionality ensures efficient employee management and helps with scheduling, reporting, and overall workforce oversight.



Security

This feature provides essential tools for managing access levels and safeguarding the system. It includes:

  • Access Control: Configure and manage different access levels for various users, ensuring that only authorized personnel can access specific features or data.
  • Role Assignment: Define and assign roles with specific permissions, such as administrative, managerial, or staff roles, to control what each user can view and modify.
  • Activity Monitoring: Track and review user activities to ensure compliance with security protocols and identify any unauthorized access or changes.

This functionality helps protect sensitive information and maintain operational integrity by controlling and monitoring access within the system.




Manage Modifiers

This feature is essential for:

  • Creating Modifiers: Set up and define various modifiers that can be applied to menu items, such as add-ons, special requests, or customization options.
  • Adjusting Prices: Modify prices associated with these modifiers to reflect changes or specific pricing strategies.

This functionality enables flexible menu management and ensures accurate pricing based on customer selections and adjustments.




Terminals

This feature allows for the management and configuration of point-of-sale terminals. It includes:

  • Setup and Configuration: Set up and configure individual terminals for different areas within the restaurant, ensuring they are properly connected and operational.
  • Terminal Monitoring: Track the status and performance of each terminal, including transaction history and any issues that may arise.
  • Terminal Management: Assign and manage terminals for specific employees or shifts, and make adjustments as needed to ensure smooth operation.

This functionality ensures efficient management and optimal performance of all point-of-sale terminals in the restaurant.




Printers

This feature is used to configure printers for the point of sale (POS) system. It includes:

  • Printer Setup: Connect multiple printers, such as a main printer for receipts and a kitchen printer for specific categories or orders.
  • Connectivity Options: Supports various connectivity methods, including Bluetooth, WiFi, and USB.
  • Font Size Adjustment: Customize the font size for printed receipts and orders directly from this interface.

This functionality ensures that your printing needs are met efficiently and tailored to your restaurant's requirements.




Table Management

This feature enables restaurants to:

  • Create Virtual Tables: Set up and manage virtual representations of tables within the system.
  • Track Table Status: Easily monitor which tables are occupied and which are vacant, streamlining the management of dine-in orders.

This functionality helps optimize seating arrangements and improve the efficiency of table assignments.



Switch Mode
This feature allows restaurants to switch between different POS modes. It is particularly beneficial for smaller establishments as it provides an option to bypass the need for a passkey, simplifying the process of accessing various system functions.



POS Discount

This feature allows restaurants to:

  • Offer Special Discounts: Apply various discount types, such as percentage-based or fixed-amount discounts, to attract customers during special occasions or promotional events.
  • Customize Promotions: Set up and manage different promotional campaigns, including time-limited offers or discounts tied to specific events or holidays.
  • Track Effectiveness: Monitor and analyze the impact of discounts on sales and customer engagement to optimize future promotions.

This functionality helps drive customer traffic and increase sales by providing tailored discount options for different occasions.




POS Charges

This feature enables you to:

  • Create Various Charges: Set up and manage different types of charges, including service charges, convenience fees, and other additional fees.
  • Customize Charges: Adjust the specifics of each charge to fit your restaurant's needs, such as setting fixed amounts or percentages.
  • Apply Charges to Orders: Easily apply these charges to orders as needed, ensuring accurate billing and transparency.

This functionality helps manage and streamline additional fees associated with customer orders.




Hide/Show Services

This feature allows you to toggle the visibility of different service options, including:

  • Dine-In
  • Counter
  • Pickup
  • Delivery

You can choose which services to display or hide based on your operational needs, providing flexibility in managing customer ordering options.




Devices

This feature displays a comprehensive list of connected devices, including:

  • Device #: Unique identifier for each device.
  • Version: Software or firmware version of the device.
  • Status: Current operational status of the device.
  • Last Seen: Timestamp of the last recorded activity or connection.
  • Created On: Date when the device was added to the system.

This functionality helps manage and monitor the performance and connectivity of all devices within the system.




POS Alerts & Promotions

This feature allows you to:

  • Create Alerts: Set up notifications for employees about important updates or changes, ensuring they are informed about key information.
  • Design Promotions: Develop and manage customer promotions, such as special offers or discounts.
  • Communicate Promotions: Ensure that employees are aware of ongoing promotions while taking customer orders, so they can effectively relay this information and enhance the customer experience.

This functionality helps keep staff informed and maximizes the impact of promotional efforts.




Order Settings

This feature allows you to configure various settings related to order management, including:

  • Order Notification Sounds: Set and adjust the sounds that alert staff to new orders.
  • Order Confirmation Button: Customize the settings for the order confirmation button to streamline the ordering process.
  • No Internet Alert: Configure alerts for situations where the internet connection is lost, ensuring staff are aware of connectivity issues.

These settings help optimize the order management process and maintain efficient operations.




Updates Patch
This feature documents the new version updates and the features introduced with each release. It provides a reference for reviewing recent changes and enhancements to the system.



Clear Up Storage
This feature helps maintain optimal performance by regularly clearing up storage within the POS system. Running this function can free up space, leading to smoother operations and improved system efficiency.



Z – Report

This feature provides options for arranging and viewing order data in either descending or ascending order. Key aspects include:

  • Order Sequence: Choose between descending or ascending order to organize data based on specific criteria, such as order date, total amount, or other relevant factors.
  • Data Analysis: Facilitates detailed analysis and reporting by allowing restaurants to sort data according to their preferences.
  • Custom Reports: Helps generate custom reports by arranging data in the desired order, enhancing visibility and understanding of sales and order trends.

This functionality ensures that data is presented in a manner that supports effective analysis and decision-making.




Set Timeout

This feature helps manage screen inactivity by:

  • Adjusting Timeout Duration: Configure the length of time before the screen enters sleep mode or becomes inactive.
  • Preventing Order Disappearance: Ensures that orders remain visible and accessible on the POS system by keeping the screen active for an extended period.

This functionality minimizes disruptions and maintains continuous access to the order interface.




Service Charge

This feature allows you to:

  • Waive Service Charges: Remove or discount the service charge applied to orders as needed.
  • Adjust Charges: Modify or eliminate the service fee for specific orders or under certain conditions.

This functionality provides flexibility in managing additional charges and enhances customer satisfaction.




Settings

This feature provides access to device settings, including:

  • Check Connectivity: Monitor and manage WiFi and Bluetooth connections to ensure proper connectivity.
  • Exit POS: Provide an option to exit the POS system if needed.

This functionality helps users manage device settings and maintain system connectivity.