Articles on: Dashboard

Complete Dashboard Restaurant Setup

Introduction



With eatOS's intuitive dashboard, you can keep your restaurant information up-to-date and accessible at a glance. From creating a restaurant schedule and predicting revenues to mapping out service areas and beyond, this tool allows you to take control of your dashboard quickly and easily.

Learn how to complete and update your restaurant information on the eatOS dashboard including your restaurant schedule, revenue center, and restaurant service area.

Table of Contents



General
Schedule
How to edit a restaurant schedule
How to archive the restaurant schedule
How to unarchive a schedule
How to permanently delete a schedule
Revenue Center
How to Add a Revenue center
How to edit a revenue center
How to archive a revenue center
How to unarchive a revenue center
How to permanently delete a revenue center
Service Area
How to create service areas
How to create a new service area from scratch
How to edit the service area
How to archive service area
How to unarchive a service area
How to permanently delete a service area


General



The Dashboard Restaurant General Sections provide an effortless platform to showcase all the data you've entered upon account creation.



What you can do:

Update your restaurant information, restaurant contact information, and restaurant address. The entered information will automatically be saved.





Schedule



How to add a restaurant schedule



Step 1: From your eatOS Dashboard, navigate to the Restaurant tab > select Schedule.



Step 2: Select + New Schedule



Step 3: Fill in the new schedule details and tap Save to add a new schedule



FIELDACTION
Schedule Name*Name of the schedule
Schedule Date*Set the start date and end date of the schedule. The set schedule will reflect and take effect on all devices with the set start and end date
Schedule Days*Enabling scheduled days will give you the capacity to create schedules for different days. If enabled, configure the service schedule for each day of the week
Service Name*Enter the service name which also refers to the restaurant shift schedule
From Time*Set the start time of the schedule
End Time*Set the end time of the schedule
Next DayEnable the next day if the scheduled end time falls on the following day.
ActionTap the pencil or edit icon to edit the service schedule. Tap the trash icon to delete the service schedule




How to edit a restaurant schedule





Step 1: To edit, hover to the date created column and tap the pencil icon.



Step 2: Update the required information.





How to archive the restaurant schedule





Step 1: To archive, hover to the date created column and tap the “Archive” icon



Step 2: Select “Yes, Archived it!” to archive the schedule or select “Cancel” to go back without deleting the schedule.





How to unarchive a schedule





To unarchive, select the “Archive” tab

1a.. Click the 3-dot icon

1b. Select “Unarchive”



Tap “Yes, unarchived it!” to reactivate and tap “Cancel” to remain on the archive





How to permanently delete a schedule





To permanently delete a schedule select the “Archive” tab

1a. Click the 3-dot icon

1b. Select “Permanently Delete”



Tap “Yes, permanently delete it!” to confirm or “Cancel” to go back to the archive




Revenue Center



Create and manage different revenue centers within your restaurant to streamline operations and create better reports.

How to Add a Revenue Center





Step 1: From your eatOS Dashboard, navigate through the Restaurant tab and select Revenue Center.



Step 2: Click + New Revenue Center



Step 3: Fill in the required information

FIELDDESCRIPTION
Revenue Center Name*A unique revenue center name. i.e., Bar & Grill. Asian Bar, Dining
Select Type*Refers to the restaurant service type:
Menus*Assign a menu to be available within the revenue center
Sections*The assigned or selected zone areas will be applied to the revenue center
Users*The employee manages the revenue center specifically.




How to edit a revenue center





Step 1: To edit, tap the pencil icon and update the required information.





How to archive a revenue center





Step 1: To archive, tap the “Archive” icon



Step 2: Select “Yes, Archived it!” to archive the revenue center, or select “Cancel” to go back without deleting the revenue center





How to unarchive a revenue center





Step 1: To unarchive, select the “Archive” tab



Step 2: Click the 3-dot icon and select “Unarchive”



Step 3: Tap “Yes, unarchived it!” to reactivate and tap “Cancel” to remain on the archive





How to permanently delete a revenue center





Step 1: To permanently delete, select the “Archive” tab



Step 2: Click the 3-dot icon. Select “Permanently Delete”



Step 3: Tap “Yes, permanently delete it!” to confirm or tap "Cancel" to go back to the archive





Service Area



This feature helps you streamline your restaurant operation. Note that creating a restaurant zone and allocating tables still varies from one restaurant to another - depending on the restaurant's size and concept.

How to create service areas





Step 1: Navigate to Restaurant setup



Step 2: Select Service Areas



Step 3: Select “+ New Floor”



Step 3: Enter the required information

4a. Enter the floor name

4b. Enter floor number

4c. Tap Add to save new floor





How to create a new service area from scratch





You can select from the pre-created service area templates or select “Add A New Area” where you can create a service area from a template, create a service area with eatOS AI, or create a service area from scratch.



Step 1: Tap the Start Now and create a service area from scratch



Step 2: Create the service area on the blank canvas

Add Tables





2a. Tap “Tables”

2b. Select the applicable table shape

2c. Add the tables and seats



i. Table name - enter a unique table name

ii. Table no. - enter the associated table number to be assigned

iii. No. of seats - enter the number of seats to be assigned and select the seat direction either clockwise or anti-clockwise

iv. Tap Add to add the table and seat

Repeat the steps to add more tables and seats



2d. Add dividers - note to add dividers according to your restaurant service area.





Tap Dividers to draw a line on the canvas

2e. Add text



To add text, tap the Text button

You can also edit the text color, and font size according to your liking



Step 3: Tap Save to save the created service area





How to edit the service area





Step 1: To edit, tap the 3 dot icon and select edit



Step 2: Update the required information



How to archive service area





Step 1: To archive, tap the “Archive” icon



Step 2: Select “Yes, Archived it!” to archive the service area, or select “Cancel” to go back without deleting the service area





How to unarchive a service area





Step 1: To unarchive, select the “Archive” tab

Step 2: Click the 3-dot icon

Step 3: Select “Unarchive”


Tap “Yes, unarchived it!” to reactivate or tap “Cancel” to remain on the archive




How to permanently delete a service area





Step 1: To permanently delete, select the “Archive” tab

Step 2: Click the 3-dot icon

Step 3: Select “Permanently Delete”


Tap “Yes, permanently delete it!” to confirm or “Cancel” to go back to the archive


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Updated on: 05/23/2024

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