Tag: Training Guide

Create a floor layout that matches the physical restaurant.

1. Open Operations → Floor Layout.
2. Click Add New Floor Layout.
3. Enter a name.
4. Add figures and edit tables and chairs.
5. Drag figures into the correct positions.
6. Review and save.

Create reasons staff must select when voiding items or transactions.

1. Open Operations → Void.
2. Create a new void reason.
3. Enter a clear name, such as Incorrect Order or Customer Changed Mind.
4. Configure Manager Approval.
5. Review and save.

Create discounts for an order or individual item.

1. Open Operations → Discount.
2. Click Add New Discount.
3. Enter the name.
4. Choose Order or Item.
5. Set a fixed amount or percentage.
6. Configure Custom Amount, Includes Tax, and Requires Approval as needed.
7. Review and save.

Create Paid Out reasons for money removed from the cash drawer.

1. Open Operations → Paid Out.
2. Click Add New Paid Out.
3. Enter a reason name.
4. Configure Manager Approval, Required Invoice, Open Cash Drawer, Require Comment, and Require Contact.
5. Review and save.

Configure tipping options shown to customers on different platforms.

1. Open Operations → Edit Tip Suggestions.
2. Select a platform.
3. Enter each suggestion name.
4. Choose Amount or Percentage and enter the value.
5. Configure View Options, Active, Show Total Tips, and Show No Tip Suggestions.
6. Add Additional Tips if needed.
7. Review each platform and save.

Create gratuities and configure how they apply to orders.

1. Open Operations → Gratuities.
2. Click Add New Gratuity.
3. Enter the name and an amount or percentage.
4. Select the platforms.
5. Configure Customer Pays Tax and Auto Gratuity.
6. Review and save.

Register kitchen printers and configure backup printers, KDS, and EXPO stations.

1. Open Operations → Kitchen Printer.
2. Click Add New Kitchen Printer.
3. Enter the name, manufacturer, type, and model.
4. Select a backup printer when applicable.
5. Configure KDS and EXPO.
6. Review and save.

Customize check receipts and kitchen receipts.

1. Open Operations → Receipt Builder.
2. Choose Check Receipt or Kitchen Receipt.
3. Click Edit.
4. Customize the layout and information.
5. Review the Preview.
6. Click Save.

Customize POS reports for daily operational needs.

1. Open Operations → Report Builder POS.
2. Choose a report.
3. Click Edit.
4. Customize the available settings.
5. Review and click Save.

Create and configure a menu item.

1. Go to Menu Items → Menu Item.
2. Click Add Item.
3. Enter the product name, price, category, tax, and optional image.
4. Configure suggestive selling items, with up to three suggestions for CDS.
5. Configure modifier groups when needed.
6. Enable Kiosk or OLO and choose default or specific items when applicable.
7. Click Save.