Complete Dashboard Restaurant Setup
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
General
How to archive a revenue center
How to archive service area
How to archive the restaurant schedule
How to create a new service area from scratch
How to create service areas
How to edit a restaurant schedule
How to edit a revenue center
How to edit the service area
How to permanently delete a revenue center
How to permanently delete a schedule
How to permanently delete a service area
How to unarchive a revenue center
How to unarchive a schedule
How to unarchive a service area
Revenue Center
Schedule
Service Area
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
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From your eatOS Dashboard, navigate to the Restaurant tab > select Schedule.
Select + New Schedule
Fill in the new schedule details
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To edit, tap the pencil icon and update the required information.
To archive, tap the “Archive” icon
Select “Yes, Archived it!” to archive the schedule or select “Cancel” to go back without deleting the schedule.
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To unarchive, select the “Archive” tab
a. Click the 3-dot icon
b. Select “Unarchive”
Tap “Yes, unarchived it!” to reactivate and tap “Cancel” to remain on the archive
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Select the “Archive” tab
a. Click the 3-dot icon
b. Select “Permanently Delete”
Tap “Yes, permanently delete it!” to confirm or “Cancel” to go back to the archive
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From your eatOS Dashboard, navigate through the Restaurant tab
Select Revenue Center.
Click + New Revenue Center
Fill in the required information
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To edit, tap the pencil icon and update the required information.
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To archive, tap the “Archive” icon
Select “Yes, Archived it!” to archive the revenue center, or select “Cancel” to go back without deleting the revenue center
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To unarchive, select the “Archive” tab
Click the 3-dot icon
Select “Unarchive”
a. Tap “Yes, unarchived it!” to reactivate and tap “Cancel” to remain on the archive
Back to top
To permanently delete, select the “Archive” tab
click the 3-dot icon
Select “Permanently Delete”
a. Tap “Yes, permanently delete it!” to confirm or tap "Cancel" to go back to the archive
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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.
Navigate to Restaurant setup
Select Service Areas
Select “+ New Floor” and enter the required information
a. Enter the floor name
b. Enter floor number
c. Tap ADD to save new floor
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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
Tap the Start Now and create a service area from scratch
Create the service area on the blank canvas
Add Tables
a. Tap “Tables”
b. Select the applicable table shape
c. 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
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d. Add dividers - note to add dividers according to your restaurant service area.
Tap Dividers to draw a line on the canvas
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e. Add text
To add text, tap the Text button
You can also edit the text color, and font size according to your liking
Tap Save to save the created service area
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To edit, tap the pencil edit icon
Update the required information
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To archive, tap the “Archive” icon
Select “Yes, Archived it!” to archive the service area, or select “Cancel” to go back without deleting the service area
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To unarchive, select the “Archive” tab
Click the 3-dot icon
Select “Unarchive”
Tap “Yes, unarchived it!” to reactivate or tap “Cancel” to remain on the archive
Back to top
To permanently delete, select the “Archive” tab
Click the 3-dot icon
Select “Permanently Delete”
Tap “Yes, permanently delete it!” to confirm or “Cancel” to go back to the archive
Back to top
Learn how to complete and update your restaurant information on the eatOS dashboard including your restaurant schedule, revenue center, and restaurant service area
In this article:
General
How to archive a revenue center
How to archive service area
How to archive the restaurant schedule
How to create a new service area from scratch
How to create service areas
How to edit a restaurant schedule
How to edit a revenue center
How to edit the service area
How to permanently delete a revenue center
How to permanently delete a schedule
How to permanently delete a service area
How to unarchive a revenue center
How to unarchive a schedule
How to unarchive a service area
Revenue Center
Schedule
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
Back to top
Schedule
How to add a restaurant schedule
From your eatOS Dashboard, navigate to the Restaurant tab > select Schedule.
Select + New Schedule
Fill in the new schedule details
| FIELD | ACTION |
|---|---|
| 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 |
| Action | Tap the pencil or edit icon to edit the service schedule. Tap the trash icon to delete the service schedule |
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How to edit a restaurant schedule
To edit, tap the pencil icon and update the required information.
How to archive the restaurant schedule
To archive, tap the “Archive” icon
Select “Yes, Archived it!” to archive the schedule or select “Cancel” to go back without deleting the schedule.
Back to top
How to unarchive a schedule
To unarchive, select the “Archive” tab
a. Click the 3-dot icon
b. Select “Unarchive”
Tap “Yes, unarchived it!” to reactivate and tap “Cancel” to remain on the archive
Back to top
How to permanently delete a schedule
Select the “Archive” tab
a. Click the 3-dot icon
b. Select “Permanently Delete”
Tap “Yes, permanently delete it!” to confirm or “Cancel” to go back to the archive
Back to top
Revenue Center
How to Add a Revenue Center
From your eatOS Dashboard, navigate through the Restaurant tab
Select Revenue Center.
Click + New Revenue Center
Fill in the required information
| FIELD | DESCRIPTION |
|---|---|
| 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. |
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How to edit a revenue center
To edit, tap the pencil icon and update the required information.
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How to archive a revenue center
To archive, tap the “Archive” icon
Select “Yes, Archived it!” to archive the revenue center, or select “Cancel” to go back without deleting the revenue center
Back to top
How to unarchive a revenue center
To unarchive, select the “Archive” tab
Click the 3-dot icon
Select “Unarchive”
a. Tap “Yes, unarchived it!” to reactivate and tap “Cancel” to remain on the archive
Back to top
How to permanently delete a revenue center
To permanently delete, select the “Archive” tab
click the 3-dot icon
Select “Permanently Delete”
a. Tap “Yes, permanently delete it!” to confirm or tap "Cancel" to go back to the archive
Back to top
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
Navigate to Restaurant setup
Select Service Areas
Select “+ New Floor” and enter the required information
a. Enter the floor name
b. Enter floor number
c. Tap ADD to save new floor
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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
Tap the Start Now and create a service area from scratch
Create the service area on the blank canvas
Add Tables
a. Tap “Tables”
b. Select the applicable table shape
c. 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
Back to top
d. Add dividers - note to add dividers according to your restaurant service area.
Tap Dividers to draw a line on the canvas
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e. Add text
To add text, tap the Text button
You can also edit the text color, and font size according to your liking
Tap Save to save the created service area
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How to edit the service area
To edit, tap the pencil edit icon
Update the required information
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How to archive service area
To archive, tap the “Archive” icon
Select “Yes, Archived it!” to archive the service area, or select “Cancel” to go back without deleting the service area
Back to top
How to unarchive a service area
To unarchive, select the “Archive” tab
Click the 3-dot icon
Select “Unarchive”
Tap “Yes, unarchived it!” to reactivate or tap “Cancel” to remain on the archive
Back to top
How to permanently delete a service area
To permanently delete, select the “Archive” tab
Click the 3-dot icon
Select “Permanently Delete”
Tap “Yes, permanently delete it!” to confirm or “Cancel” to go back to the archive
Back to top
Updated on: 11/27/2023
Thank you!