Order & Pay Guide (POP)

Introduction

Eating out doesn't have to be complicated. Introducing the eatOS Point of Purchase mobile solution, you can take orders and accept payments with ease and convenience. Our powerful handheld application offers a comprehensive set of features that allow you to take and manage orders faster and smarter, unlocking the full potential of your restaurant. Whether you're an independent eatery or a large-scale chain, we have all the features you need to make ordering and payment easy for both staff and customers alike. Learn more about eatOS Point of Purchase below and see why it's the preferred choice of restaurants.

Getting Started
Setup and Configurations
Testing
Troubleshooting

Getting Started

To embark on your journey with eatOS, begin by setting up your eatOS account, a seamless process accessible either through our dedicated eatOS portal or our versatile range of apps, including POP, POS, Kiosk, and Webpage. This introductory step lays the foundation for your future interactions with our platform, granting you access to a host of powerful tools and features.

Note: Alternatively you may also signup using our eatOS Point Of Sale, or Merchant Dashboard.
If you already have a setup and activated an account you can skip these steps and proceed to Setup and Configurations

Step 1: Create eatOS Dashboard Account

Link: eatOS Dashboard

Note: This article does not cover the full configuration of your eatOS restaurant settings. Please see all related articles to help you get started.

1a. Create Your Dashboard Account

1b. Enter the required information and click Next

1c. 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
Restaurant Name – establishment name – must be the registered business name
Restaurant Type – defines your restaurant concept – Fine Dining/Café/Fast Food/Casual Dining, etc.

Please review the Seller Agreement and e-Sign Consent, and select the "Finish Sign Up" button once you have done so.

Set user PIN – this will be used to access all devices

Confirm PIN

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: At this stage, you are still unable to access and log in to the eatOS dashboard.

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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.

2b. An authentication code will be sent to your email to authorize you to create, access, and modify the EatOS dashboard

Enter your activation code provided by your Account Manager

Select primary device usage and tap "Apply"

Set a device name and tap Done

You will then be redirected to the main landing page which requires you to enter your Account Pin.

You may refer to this article as well - Customer Onboarding & Account Setup Guide

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Setup and Configurations

Step 3: Once you've successfully established your account, take control of your settings by accessing the hamburger menu located at the upper left corner of your screen.

3a. First simply tap on the hamburger menu to unlock a world of customization options and fine-tune your experience to your liking.

3b. Next, navigate to the list and choose the "Settings" option to move on to the following step.

3c. Subsequently, you will be directed to the settings page, providing you with the opportunity to configure the device according to your specific preferences and requirements.

Step 4: Settings - Hardware

In order to enhance functionality and efficiency, activate the seamless connection of paired printers with the QSR system.

Printer

First detect and connect to an active printer.

4b. Select or assign a printer

To select or assign a printer follow these steps:

i. Select the default KOT printer. Kitchen Order Ticket or KOT is a digital means of sending orders to the kitchen staff. The ticket includes details such as the table number, items ordered, and their quantity with the applied modifiers and add-ons.
ii. Select default bill/receipt printer
Bill/Receipt printer is used to print order bills and transaction receipts customizable for the customer and merchant copies.
iii. Select the default custom item printer
Any order containing custom items only will be received by this printer.

Step 5: Settings - Printer Advanced

Bill Settings

Within this section, you'll find an array of essential settings that have been meticulously designed to cater to your specific needs. The available options within this settings section encompass the following key functionalities:

5a. Auto Print - If enabled, the check receipt is printed automatically after orders are complete.
5b. Always display item quantity on a single item - It shows the quantity of each item ordered, and if the option is enabled, the bill will consistently display the quantity for individual items.
5c. Free items on the bill - The free items will be included on the customer's check receipt if enabled. You can toggle off for a less-cluttered check receipt.
Free items do not have a listed price and will not be added to the total check amount.

5d. Free modifiers on bill - An option to whether a free modifier should be included on the customer's bill. You can toggle it off to disable it for a less-cluttered bill.

Step 6: Receipt Settings

Within this section, you'll find an array of essential settings that have been meticulously designed to cater to your specific needs. The available options within this settings section encompass the following key functionalities:

6a. Auto Print - If enabled, the check receipt is printed automatically after orders are complete.
6b. Auto-print refund receipt - A refunded receipt will automatically print after a refund is completed if enabled.
6c. Itemized receipt - The receipt printed is always itemized
6d. Print customer copy - A customer's copy of the receipt will always be printed if enabled.
6e. Suggested gratuity on receipt - The suggested gratuity amount is printed on the customer’s receipt if enabled.

Step 7: Kitchen Settings

Within this section, you'll find an array of essential settings that have been meticulously designed to cater to your specific needs. The available options within this settings section encompass the following key functionalities:

7a. Large Kitchen Order Ticket Item Text - If enabled, items sent to the kitchen printer are in large size.
7b. Large Kitchen Order Ticket Item Number - The order number is printed in large font when sent to the kitchen printer.
7c. Print Each Item Individually - If enabled, print items individually per order.
7d. Reverse Kitchen Order Ticket Font Style - This setting simply reverses the order ticket font style.

Kitchen Order Ticket Modifier Size

To manage your font size preference, simply enable or disable it by tapping on the provided options.

Kitchen Order Ticket Print With

Print kitchen orders together with the designated order type to ensure a seamless and efficient flow of order information. This process allows for clear categorization and streamlined communication within the kitchen, enhancing the overall order fulfillment process.

Signature And Tip Line

Should you choose to activate this feature, a designated line for capturing the customer's signature will be made available for orders exceeding the predefined amount. This valuable option adds an extra layer of security and documentation for high-value transactions, ensuring a seamless and professional customer experience.

Card Readers

To detect the available card readers follow these steps:
Step 1: Tap on the “Detect Card Reader” button.
Step 2: Select the preferred card reader by tapping it, you will then see a check indicating that the device is actively connected.

Cash Drawers

To add a new cash drawer

Step 1: Tap on the “+New” button.
Step 2: Input the preferred Cash Drawer Name
Step 3: Select the cash drawer type.
Step 4:Select the drawer printer(If applicable).
Step 5: Tap “Add” to save the changes.

If the desired cash register is not available tap on “Detect” for the device to search for the available cash register your network.
Tap on save once done.

Note: If you already have an active printer select it from the list.

Server

To check the device connection status
Step 1: Connect or disconnect the device to the server by tapping on the “Connected” or “Disconnected” Status
Step 2: Tap on “Manually Sync” to refresh the connection to the server.

Step 8: Settings - End of Day

Setting Up your EOD Settings
On your End of Day Setting start the “End of Day” function by tapping on the “Start” Button. This function will let you manually turn on the End of Day tasks.

8a. Enable or disable the end-of-day reminder.
8b. If the “End OF Day Reminder is enabled set the preferred “End Of Day Reminder” time.
8c. Choose the devices on which you want to enable the "End of day" function to operate.

8d. Enabling Automatic Tasks

i. End Of Day Tasks - Enable or disable the automatic task for EOD.
ii. Run Task At - this will automatically run the EOD task to close out open paid and canceled orders and clock out employees.
iii. Clock out Employees - if enabled it will automatically clock out employees that are still clocked in.
iv. Close Drawer - it will automatically close the drawer within the set time if enabled.
v. Print End of day Receipt Report - the receipt report will be printed automatically within the set time to run the automatic task.
vi. Print Employee Data On Sale Summary Receipt - the employee sales summary will be printed automatically on within the given time to run the automatic task.
vii. Close Paid Orders - the device will automatically close all paid orders if enabled.
viii. Cancel Unpaid Tickets - the device will cancel all unpaid tickets during the automatic run of the EOD report.

8e. Daily Operations Report

Select the employee whom to send the operations report. It will be sent to them through their email in their account.

Step 9: Settings - Customize App

When you access the "Customize App" feature located within your settings, you'll gain the ability to tailor the app's display according to your individual preferences. This versatile customization option empowers you to create a personalized user interface that enhances your overall experience and ensures the app aligns perfectly with your unique requirements.

9a. Font Size

Adjust the font size.
To fine-tune the font size to your liking, effortlessly modify it by sliding the adjustment bar to your desired size. This user-friendly method allows you to tailor the font size to your exact specifications, ensuring optimal readability and a more customized experience.

9b. Table Grid

Adjust the table grid view
Modify the grid view to your preferred layout, choosing between either a 2x3 or 3x3 configuration, and finalize your selection by tapping "Save" to apply the changes. This feature grants you control over the display format, enabling you to optimize your viewing experience according to your specific preferences.

The 2x3 grid view allows you to see 2 rows and 3 columns of the tables.

The 3x3 grid view allows you to see 3 rows and 3 columns of the tables.

9d. Instabug

To enable or disable the instabug function:
Step 1: On your Customize App Settings ,tap on Instabug to disable it, tap again to enable.

Testing

To initiate printer testing, kindly follow the outlined steps below. These instructions will guide you through the process and ensure that your printers are functioning optimally, allowing you to troubleshoot any potential issues effectively and swiftly.

Testing Printers

Step 1: Go to the printer settings
Step 2: Then tap on detect printer.
Step 3: Next tap on test printer to initiate printer test across the connected printers associated with the device in the network associated to this device.

Note: Make sure that the printers you are testing are wired to the same network.

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Troubleshooting

To troubleshoot the missing menu follow these steps:
Step 1: Check if the device is connected to the network.
Step 2: Check if the device is connected to the eatOS server.
Step 3: Go to Settings
Step 4: Select hardware

Step 5: Select server

Step 6: If status is disconnected tap on the “disconnected” status.

Connected Printer not working

To troubleshoot the missing menu follow these steps:
Step 1: Go to Settings
Step 2: Select hardware

Step 3: Select printer

Step 4: Tap on detect printer to refresh connections
Step 5: Tap on Test print to test if all connected devices are printing.
Step 6: Check receipt if properly inserted.
Step 7: Check if printers are on and connected to the network.

Note: For more troubleshooting guide please refer to this page: Troubleshooting Guide

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Updated on: 02/09/2024

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