Customer Onboarding & Account Setup Guide
This article is designed to assist you in the initial setup of your eatOS account.
The eatOS dashboard is your restaurant business management backend that can help you manage and add more information about your restaurant from setting up your location, adding your employees, building your restaurant menu, configuring your payments and taxes, and viewing your restaurant report, employee records, and more.
Getting Started
Dashboard Settings
Point of Sale Settings
Note: This article does not cover the full configuration of your eatOS restaurant settings. Please see all related articles to help you get started.
Step 1: Create eatOS Dashboard Account
Link: eatOS Dashboard
Once you're on the dashboard, tap on the "Create New Account" button.
Enter the necessary information and then click on the Next button.
This is your official account details to be used in all account setup of your POS, it is important to provide detailed and correct information to successfully create your dashboard account.
First Name, Last Name – restaurant owner information/main Point of Contact
Email – make sure to input your official and working email, your email will be used as the official channel of communication for all notification and verification purposes
Password – Your password is important for you to be able to log in to all devices
Confirm Password - Re-enter the provided password to confirm
Phone Number – insert the active mobile/phone number where it receives verifications and notification
Country – your restaurant location
Note: that the email and password provided here will be used as your login credentials to all the eatOS devices.
Restaurant Name – establishment name – must be the registered business name
Restaurant Type – defines your restaurant concept – Fine Dining/Café/Fast Food/Casual Dining, etc.
Restaurant Address - enter the restaurant's complete address including the city and zip code
PIN - enter your user PIN. It's important to remember that this PIN will serve as your access code for all devices.
Please review the Seller Agreement and e-Sign Consent, and select the "Finish Sign Up" button once you have done so.
Select where to receive the confirmation code and tap the "Send Code" button
Enter the OTP number and tap "Confirm OTP" and you will be redirected to the login page
Log in page
Note: Currently, you are unable to access and log in to the eatOS dashboard. Please navigate to your POS device, log in with your credentials, and proceed to the next step.
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Step 2: Register Account Using License – Activation
2a. Once you have successfully created your dashboard account, sign into your Point of Sale using the same email address and password to register your LICENSE KEY to be able to have access to the eatOS dashboard.
An authentication code will be sent to your email to authorize you to create, access, and modify the eatOS dashboard.
2b. Enter your activation code provided by your Account Manager
2c. Select primary device usage and tap "Continue"
2d. Set a device name and tap "Continue"
2e. Set user PIN – this will be used to access all devices
2f. Confirm PIN
2g. Welcome to eatOS Point-of-Sale
You may now log in to your eatOS dashboard to complete your account setup by following the steps provided below. Steps 3 through 6 will guide you to ensure all requirements are covered for a successful account build-out.
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Step 3: Account Setup
When you have successfully logged in, proceed with building out your account by following the steps below to successfully complete the dashboard setup
Reminder: If managing multiple locations always select your location before making any changes. By default, the newly created account will be displayed and selected.
How to select a location:
From the dashboard home page Tap the locations and select the location to configure
Configure Restaurant Settings
i. From the eatOS dashboard, navigate to restaurant settings and select locations
ii. Tap the + new location to add a new location
iii. To edit/update the current location, hover to the date created column and select edit
Configure Restaurant Information
Restaurant Name – input your restaurant name
Restaurant Type - Select your type of restaurant
Restaurant Logo – upload your restaurant logo to the image box
Email
Phone Number
Website URL – enter your restaurant web address or you may create your website by configuring the online storefront (link online storefront setup guide)
Address Information
To ensure accurate reporting, all dates are shown based on the timezone and address assigned to the location.
Address - Enter your restaurant's full address.
Timezone - Automatically generated based on the provided address.
Configure Restaurant Features (coming soon)
Enable/Disable features – Adjust your dining options.
Configure Restaurant Settings
Set an inactivity timer for your device to close if no activity within the set time
Select the default language
Set currency
Configure Additional Settings
Deposit Settings
Fixed Deposit Time: Toggle this option to enable a specific time of day for the deposit.
Deposit Time: Set the desired deposit time.
Require Manager PIN
Reports: If toggled on, a manager's PIN is required to access the reports.
End of Day: Toggle this option to require a manager's PIN to perform the end-of-day process.
Payroll Settings
Day and Week Start/End: Choose the day of the week for the start and end.
Day and Week Start/End Time: Select the specific time of day.
Daily Operating Hours
Start Time: Choose the beginning of your restaurant's operational hours.
End Time: Select the closure time for your restaurant's operations.
Day and Week Start/End: Indicate whether the operation ends on the same day or extends to the next day.
For a complete configuration of your restaurant's location, please consult the dashboard location settings article:
Restaurant Schedule – set your restaurant schedule start and end time
Set start time = Set the time your restaurant accepts orders
Set end time = time your restaurant stops accepting orders
From the eatOS dashboard, navigate to Restaurant > Schedule
Tap the + New Schedule and enter the required information
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Step 4: Workforce Setup
Create employee users and permission for a specific job role.
4a. Employee Access & Permissions
Employee access & permission allow you to take full control and define what your employee or staff can and cannot access on your devices and dashboard.
Create Roles & Permission
Employee Access & Permissions
To assign user permission and access, navigate to employees on the dashboard nav bar and select Add a new role to configure user access & permission.
4b. Job Type
A general job type designation for employees, which can be dynamically applied to provide a user the capacity to perform multiple responsibilities.
4c. Job Role
Job role provides the tool to create and assign a specific set of provisions to employees. All roles and permissions can be adjusted by the system admin using the tool they need to be redefined or adjusted.
On the eatOS dashboard, you can configure each role with a set of allowable access or default permissions.
You can configure access to your menu, payments, restaurant, customers, and account, and report to a certain role like your restaurant manager. If enabled access, the restaurant manager will automatically have permission to access the selected data when logged in to your devices.
Users or employees who have access can view complex information about your restaurant.
4d. Add Employees
Note: The ability to add employees may be limited to the license capacity.
To easily add employees to the dashboard, follow the recommended step below:
Add Roles > Add Employees > Add Job Types
From the eatOS dashboard, navigate to Workforce > Employees
Tap "+ New Employee"
Click add and Save to add an employee.
Your employee should be receiving an email and needs to verify (only if dashboard access is toggled on)
For a comprehensive guide on adding and configuring employee settings, please see the Employee article.
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Step 5: Menu Setup
A menu template will be sent to you by your Account Manager or Onboarding Executive. The template will include sample data sets for you to reference or you may follow the guide from the following link to help you build your menu template.
• Template link
• Dashboard Menu Management
Note: The menus created within your eatOS dashboard will be visible at your point of sale.
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Step 6: Restaurant Setup
Configure your restaurant schedule, set up your revenue center, and create service areas.
For quick-service restaurants (QSR), table management configuration (service areas) can be skipped as it's not typically needed.
However, for full-service restaurants, it's essential to create service areas such as dining rooms, bars, and other sections of your restaurant layout.
This feature aids in optimizing restaurant operations. Keep in mind that creating restaurant zones and allocating tables can differ based on the size and concept of each restaurant.
For a complete walkthrough on how to create a service area or set up your restaurant, please click here.
Back to top
Step 7: Set up Payment Integration
Integration is a software-based program to seamlessly connect and extend the functionalities of your POS System.
To assist you in navigating through the integration process, please refer to the following articles:
Managing Dashboard Integration
Accessing the Integration Guide List
Back to top
Step 8: Configure Taxes, Tips & Service Charge
Easily set up your restaurant taxes on the dashboard page by adding a tax rate that corresponds to your location.
Service charges and TIPs are optionally added to a customer check, and they can be treated as gratuity as well to be paid to an employee.
The following can be a sample where you may want to add a service charge for guests. Can be added to a customs fee or set a default amount to charge on top of the customer check.
• Banquet Service Charge
• Special Menu
• Large Party
• Delivery & Takeout Orders
Note: that the system currently supports exclusive service charges only and once you have selected the order type and tax applicable, the service charge will automatically apply to transactions.
Service charges can also be configured directly from POS and KIOSK devices:
On your POS settings, you can independently adjust gratuity, discounts, and service charges. For a detailed guide, refer to the Point of Sale - payment Management article.
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Please note that all configurations made on your dashboard are synced in real time with your point-of-sale system.
Step 9: Mode of Payment
Set up your restaurant payment including payment integration, discounts, service charges, and taxes.
Mode of Payment
eatOS supports several payment options that your restaurant can accept when completing a transaction.
Cash
Card
Digital/Mobile Payment
For a detailed guide on configuring your payment methods, please refer to the "Payment Options" article.
We've covered essential steps to ensure your eatOS account is set up correctly, from creating your dashboard account to configuring restaurant settings, workforce setup, menu setup, and payment integration. For further assistance or detailed instructions on specific features, please refer to the relevant articles provided. We're here to help you navigate through any challenges you may encounter during the setup process.
Back to top
Introduction
The eatOS dashboard is your restaurant business management backend that can help you manage and add more information about your restaurant from setting up your location, adding your employees, building your restaurant menu, configuring your payments and taxes, and viewing your restaurant report, employee records, and more.
Table of Contents
Getting Started
Dashboard Settings
Point of Sale Settings
Getting Started
Note: This article does not cover the full configuration of your eatOS restaurant settings. Please see all related articles to help you get started.
Step 1: Create eatOS Dashboard Account
Link: eatOS Dashboard
Once you're on the dashboard, tap on the "Create New Account" button.
Enter the necessary information and then click on the Next button.
This is your official account details to be used in all account setup of your POS, it is important to provide detailed and correct information to successfully create your dashboard account.
First Name, Last Name – restaurant owner information/main Point of Contact
Email – make sure to input your official and working email, your email will be used as the official channel of communication for all notification and verification purposes
Password – Your password is important for you to be able to log in to all devices
Confirm Password - Re-enter the provided password to confirm
Phone Number – insert the active mobile/phone number where it receives verifications and notification
Country – your restaurant location
Note: that the email and password provided here will be used as your login credentials to all the eatOS devices.
Restaurant Name – establishment name – must be the registered business name
Restaurant Type – defines your restaurant concept – Fine Dining/Café/Fast Food/Casual Dining, etc.
Restaurant Address - enter the restaurant's complete address including the city and zip code
PIN - enter your user PIN. It's important to remember that this PIN will serve as your access code for all devices.
Please review the Seller Agreement and e-Sign Consent, and select the "Finish Sign Up" button once you have done so.
Select where to receive the confirmation code and tap the "Send Code" button
Enter the OTP number and tap "Confirm OTP" and you will be redirected to the login page
Log in page
Note: Currently, you are unable to access and log in to the eatOS dashboard. Please navigate to your POS device, log in with your credentials, and proceed to the next step.
Back to top
Step 2: Register Account Using License – Activation
2a. Once you have successfully created your dashboard account, sign into your Point of Sale using the same email address and password to register your LICENSE KEY to be able to have access to the eatOS dashboard.
An authentication code will be sent to your email to authorize you to create, access, and modify the eatOS dashboard.
2b. Enter your activation code provided by your Account Manager
2c. Select primary device usage and tap "Continue"
2d. Set a device name and tap "Continue"
2e. Set user PIN – this will be used to access all devices
2f. Confirm PIN
2g. Welcome to eatOS Point-of-Sale
You may now log in to your eatOS dashboard to complete your account setup by following the steps provided below. Steps 3 through 6 will guide you to ensure all requirements are covered for a successful account build-out.
Back to top
Step 3: Account Setup
When you have successfully logged in, proceed with building out your account by following the steps below to successfully complete the dashboard setup
Reminder: If managing multiple locations always select your location before making any changes. By default, the newly created account will be displayed and selected.
How to select a location:
From the dashboard home page Tap the locations and select the location to configure
Configure Restaurant Settings
i. From the eatOS dashboard, navigate to restaurant settings and select locations
ii. Tap the + new location to add a new location
iii. To edit/update the current location, hover to the date created column and select edit
Configure Restaurant Information
Restaurant Name – input your restaurant name
Restaurant Type - Select your type of restaurant
Restaurant Logo – upload your restaurant logo to the image box
Phone Number
Website URL – enter your restaurant web address or you may create your website by configuring the online storefront (link online storefront setup guide)
Address Information
To ensure accurate reporting, all dates are shown based on the timezone and address assigned to the location.
Address - Enter your restaurant's full address.
Timezone - Automatically generated based on the provided address.
Configure Restaurant Features (coming soon)
Enable/Disable features – Adjust your dining options.
| FEATURES | ENABLE | DISABLED |
|---|---|---|
| Reservations | Allow your restaurant to accept a reservation if enabled | Will not be able to accept reservations |
| Order Ahead | It enables your customers to order in advance | If disabled, the customer will not be able to order in advance |
| Delivery | Your restaurant can accept delivery orders if enabled | Will not accept delivery orders |
| Split Check | If enabled, it allows your customers to split payment by seat, split evenly, and split in custom payment | Split mode of payment not accepted |
| Offline Mode |
Configure Restaurant Settings
Set an inactivity timer for your device to close if no activity within the set time
Select the default language
Set currency
Configure Additional Settings
Deposit Settings
Fixed Deposit Time: Toggle this option to enable a specific time of day for the deposit.
Deposit Time: Set the desired deposit time.
Require Manager PIN
Reports: If toggled on, a manager's PIN is required to access the reports.
End of Day: Toggle this option to require a manager's PIN to perform the end-of-day process.
Payroll Settings
Day and Week Start/End: Choose the day of the week for the start and end.
Day and Week Start/End Time: Select the specific time of day.
Daily Operating Hours
Start Time: Choose the beginning of your restaurant's operational hours.
End Time: Select the closure time for your restaurant's operations.
Day and Week Start/End: Indicate whether the operation ends on the same day or extends to the next day.
For a complete configuration of your restaurant's location, please consult the dashboard location settings article:
Restaurant Schedule – set your restaurant schedule start and end time
Set start time = Set the time your restaurant accepts orders
Set end time = time your restaurant stops accepting orders
From the eatOS dashboard, navigate to Restaurant > Schedule
Tap the + New Schedule and enter the required information
| FIELD | DESCRIPTION |
|---|---|
| Schedule name* | Name of schedule i.e. Meet & Eat Weekdays |
| Start date | Sets the start of the schedule. The schedule will reflect and take effect on all devices with the set start date |
| End date | Sets the end of the schedule |
| Schedule days | Days of the week for the schedule to be available i.e., select or mark Friday, Saturday, and Sunday for the weekend schedule |
| Schedule services | Tap the plus sign if need to add a service schedule |
| Service Name* | Service name also refers to your restaurant shift schedule |
| From* | Set the start time of the schedule |
| To* | Set the end time of the schedule |
| Availability | Marked available to set the service schedule active |
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Step 4: Workforce Setup
Create employee users and permission for a specific job role.
4a. Employee Access & Permissions
Employee access & permission allow you to take full control and define what your employee or staff can and cannot access on your devices and dashboard.
Create Roles & Permission
Employee Access & Permissions
To assign user permission and access, navigate to employees on the dashboard nav bar and select Add a new role to configure user access & permission.
4b. Job Type
A general job type designation for employees, which can be dynamically applied to provide a user the capacity to perform multiple responsibilities.
4c. Job Role
Job role provides the tool to create and assign a specific set of provisions to employees. All roles and permissions can be adjusted by the system admin using the tool they need to be redefined or adjusted.
On the eatOS dashboard, you can configure each role with a set of allowable access or default permissions.
You can configure access to your menu, payments, restaurant, customers, and account, and report to a certain role like your restaurant manager. If enabled access, the restaurant manager will automatically have permission to access the selected data when logged in to your devices.
Users or employees who have access can view complex information about your restaurant.
4d. Add Employees
Note: The ability to add employees may be limited to the license capacity.
To easily add employees to the dashboard, follow the recommended step below:
Add Roles > Add Employees > Add Job Types
From the eatOS dashboard, navigate to Workforce > Employees
Tap "+ New Employee"
| FIELD | DESCRIPTION |
|---|---|
| First name* | Employee first name |
| Last name* | Employee last name |
| Email* | Email address of the employee – make sure to enter a working email address to receive the verification. Note: verification will be sent to an employee with permission to access the dashboard |
| Mobile* | Mobile number of the employee – number provided will receive a notification |
| Select role* | Employee job function i.e., Manager, Bartender, Cashier |
| Set point-of-sale PIN* | A unique set of 4-digit numbers to be used to access devices |
| Dashboard access | If toggled on, it enables the employee to have dashboard access. Toggle off to limit employee access |
Click add and Save to add an employee.
Your employee should be receiving an email and needs to verify (only if dashboard access is toggled on)
For a comprehensive guide on adding and configuring employee settings, please see the Employee article.
Back to top
Step 5: Menu Setup
A menu template will be sent to you by your Account Manager or Onboarding Executive. The template will include sample data sets for you to reference or you may follow the guide from the following link to help you build your menu template.
• Template link
• Dashboard Menu Management
Note: The menus created within your eatOS dashboard will be visible at your point of sale.
Back to top
Step 6: Restaurant Setup
Configure your restaurant schedule, set up your revenue center, and create service areas.
For quick-service restaurants (QSR), table management configuration (service areas) can be skipped as it's not typically needed.
However, for full-service restaurants, it's essential to create service areas such as dining rooms, bars, and other sections of your restaurant layout.
This feature aids in optimizing restaurant operations. Keep in mind that creating restaurant zones and allocating tables can differ based on the size and concept of each restaurant.
For a complete walkthrough on how to create a service area or set up your restaurant, please click here.
Back to top
Step 7: Set up Payment Integration
Integration is a software-based program to seamlessly connect and extend the functionalities of your POS System.
To assist you in navigating through the integration process, please refer to the following articles:
Managing Dashboard Integration
Accessing the Integration Guide List
Back to top
Step 8: Configure Taxes, Tips & Service Charge
Easily set up your restaurant taxes on the dashboard page by adding a tax rate that corresponds to your location.
Service charges and TIPs are optionally added to a customer check, and they can be treated as gratuity as well to be paid to an employee.
The following can be a sample where you may want to add a service charge for guests. Can be added to a customs fee or set a default amount to charge on top of the customer check.
• Banquet Service Charge
• Special Menu
• Large Party
• Delivery & Takeout Orders
Note: that the system currently supports exclusive service charges only and once you have selected the order type and tax applicable, the service charge will automatically apply to transactions.
Service charges can also be configured directly from POS and KIOSK devices:
On your POS settings, you can independently adjust gratuity, discounts, and service charges. For a detailed guide, refer to the Point of Sale - payment Management article.
Back to top
Point of Sale Settings
Please note that all configurations made on your dashboard are synced in real time with your point-of-sale system.
Step 9: Mode of Payment
Set up your restaurant payment including payment integration, discounts, service charges, and taxes.
Mode of Payment
eatOS supports several payment options that your restaurant can accept when completing a transaction.
Cash
Card
Digital/Mobile Payment
For a detailed guide on configuring your payment methods, please refer to the "Payment Options" article.
We've covered essential steps to ensure your eatOS account is set up correctly, from creating your dashboard account to configuring restaurant settings, workforce setup, menu setup, and payment integration. For further assistance or detailed instructions on specific features, please refer to the relevant articles provided. We're here to help you navigate through any challenges you may encounter during the setup process.
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Updated on: 10/13/2024
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