Point of Sale - Getting Started

Introduction

The following article will go over the steps on how to log in on the point of sale and set up your settings based on your preference. Before you get started make sure you have completed your dashboard setup before advancing to this step.

Getting Started
Set Up Your POS Time and Location
Navigating the New Order Screen
POS Settings
Setup End of Day Automatically
Manually start End of Day task
Menu Management
Workforce Settings
Payments Settings
Advanced Settings

Getting Started

Discover how to create your account with eatOS Point of Sale in this quick guide.

Step 1: Tap on Create an Account
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Step 2: Enter Required Information

a. First Name
b. Last Name
c. Email
d. Phone Number
e. Password
f. Country
g. Restaurant Name
h. Restaurant Type
i. View Seller Agreement and e-sign Consent
j. Tap on Create an Account

Step 3: Set PIN

a. Set PIN*

b. Confirm PIN

Step 4: Select E-mail or Mobile Number to receive a confirmation code

Step 5: Enter OTP

Step 6: Lastly tap on Done

Note: When tapping on done you will be redirected to the main screen to log in.

Now that you have learned how to create an account learn how to log in here

Set Up Your POS Time and Location

Setting up your point-of-sale system with eatOS Point of Sale is straightforward and user-friendly, allowing your employees to quickly learn and navigate the system with ease.

Ensure your location and time settings are configured correctly on your eatOS dashboard.

How to set location and time

Log in to your eatOS dashboard

Locate "Restaurant Settings" and select "Locations"

Hover the location to the date created column and select "Edit"

Enter your restaurant address information and select timezone

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On the left-hand side, you'll find the Date, Time, Weather, and Location, which you've just configured on your eatOS dashboard.

On the right-hand side is the user PIN panel, providing access to your point-of-sale order screen.

Access the full guide on building your menu through your point-of-sale system by clicking here.

Alternatively, you can utilize your dashboard and menu management template to construct your menu. Explore the complete guide article on creating your menu by clicking here.

Below is your order screen featuring a demo menu.

Navigating the New Order Screen

The order screen on your Point-of-Sale system is made to make transactions faster and easier. It has simple features and an easy-to-use design, so you can check it out quickly.

Here are the main parts of the new order screen:

Left-Side Menu: Easily open or close the menu, and find important sections like making a new order, managing tables, and checking tickets. Also, quickly get to report and help if you need it.

a. The restaurant logo at the top lets you show or hide the menu by tapping on it, so you can choose how the screen looks.
b. Underneath the logo, you'll find tabs for making a new order, managing tables, and checking tickets. If OrderOS is enabled, you'll also see its tab here.
c. There's a new Reports tab just below the Tickets tab. It lets users quickly access detailed sales reports whenever they need them.
d. At the bottom of the screen, you'll see the eatOS icon. Tap on it to go to our online help desk for fast assistance with any support questions or issues you have.

At the top center of the screen, you'll find the navigation bar. From here, you can easily switch between users, view profiles, and access Point of Sale settings. You'll also see indicators for your connection status and any notifications to keep you updated.

a. The "Switch User" function lets you change the user account you're currently using.
b. The User Profile icon allows you to see whether you've clocked in or out and gives you a summary of your shift.
c. The central indent arrow in the Point of Sale Settings allows you to access all settings easily. Tap or swipe down on the arrow box to open the settings menu.
d. Clock: Display the current time
e. Refresh: Update the screen content.
f. The WiFi Icon: Shows the network connection status
g. The Support icon allows users to access chat support directly within the app.
Note: Support confirmation PIN is required to validate the chat with the live support agent.
h. Notification Bell: Alerts for messages or updates
i. Order Preview Tools icon:

Check Transfer - This icon enables users to easily transfer checks between employees, streamlining the process of managing orders.
No Tax - This icon removes applied tax and allows you to add tax by tapping the button.
Cancel check - This icon allows users to swiftly cancel or void a check from the system, providing a convenient way to rectify mistakes or cancel orders.
No sale

POS Settings

Navigate and customize your POS settings using simple steps to tailor your checkout process to match your unique business requirements.

With our user-friendly interface and comprehensive features, optimizing your Point-of-Sale system has become simpler than ever before.

How to access the POS settings:

To access the settings screen, start by navigating to your new order screen. Once there, you have two options:

Option 1a: Tap the drop-down arrow icon.
Option 1b: Slide down the screen.

Either of these actions will uncover the option to access the Settings Screen.

Once you've selected the Settings Screen, you'll discover several Settings Categories to explore. Each category is dedicated to a specific aspect of your Point-of-Sale setup.

Once you've selected a Settings Category, you can delve into and adjust the related information as required. Furthermore, each category includes Settings Sub-Tabs, offering a further refinement of the customization options at your disposal.

Setup End of Day Automatically

This section will provide you with the necessary steps to configure your End of Day from your Point-of-Sale system.

Note: You have the option to set your device to run end of the day automatically or you can run them manually.

Step 1: From your new order screen tap the drop-down arrow (a) or slide the setting bar down (b):

Step 2: Tap On Restaurant

Step 3: Select End-of-Day

Step 4: Toggle on the button to set an End of Day reminder.

Step 5: Set a Reminder Time

Note: By default, we sent end-of-day reminder to be 15 min after closing time.

Step 6: Next toggle on or off to run the automatic task

Step 7: If toggled ON select a time to run the auto end-of-day task

Note: By default, the trigger to complete the auto end-of-day task will activate 20 min after a reminder is set.

Step 8: If the automatic task is enabled the following task will run automatically:

a. Clock Out employees
b. Close Drawer
c. Print EOD receipt report
d. Print employee data on sale summary receipt
e. Close paid orders
f. Cancel unpaid tickets

Step 8: Finally Add a user to send daily operation reports to

Manually start End of Day task

Step 1: Tap on Start End of Day button.

Step 2: Start performing the following task :

a. Unpaid Checks - Cancel unpaid tickets
b. Open Checks - Close paid orders
c. Clock-in Employees - Clock Out all employees still clocked in
d. Cash Register Activity - Close cash drawer

Step 3: After completing the manual task tap on Close Restaurant

Location Settings

Step 1: Tap on Restaurant .

Step 2: On the left-hand navbar tap on Location Settings

Step 3: Toggle On/Off on the features you want to be enabled

External App Features

Timed Pricing

For timed pricing, you have the option to set up based on your preference. To learn more about Timed Pricing click here.

To build your menu from the POS, begin with adding your ingredients.

Ingredients

Step 1: Navigate to the Settings page

Step 2: Tap on Menu Management

Step 3: Tap on Ingredients

Step 4: Tap on Add and enter the required information.

a. Ingredient NAME— Custom ingredient name, Ex. Mayo, Ketchup

b. Ingredient TYPE — For type, you can select exceptional or normal,

Note: that these do not provide any distinct differences. This will only be a reference that you would like to associate with your ingredient.

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Modifiers

This section will provide you with the steps necessary to successfully add a new modifier.

Begin creating your modifiers or Add-ons:

Step 1: On the left-hand navbar tap on Modifiers

Step 2: Tap on Add

Step 3: Enter the required information

a. Order type tag
b. Modifier Name
c. Can this modifier be served?
d. Does this modifier have options? (Enter the modifier options. At least one option should be selected if marked.)
e. How many options can the customer select? (Marked if a customer can choose more than 1 modifier. Select how many options are available.)

Step 4: Tap on Save once completed

Add-ons

The following section will provide the necessary steps to add an Add-on.

Step 1: On the left-hand navbar tap on Add-Ons

Step 2: Next tap on Add

Step 3: Enter the required information:

Note: if no order types are specified, the modifier will be available for all orders.

a. Order type tag (Select the applicable order type for which the add-on will be displayed. The add-on will only be visible for the selected order type)
b. ADD-ON Name Ex( French Fries)
c. Does this Add-On have options? (If add-ons have options, enter the add-on options and at least one option should be selected)
d. How many options can the customer select? (Select how many options a customer can select)

Tap on Save once completed

Groups

The following section will teach you how to create a new group from your Point-of-Sale system. Follow the guide for an easy setup process.

Step 1: On the left-hand navbar tap on Groups

Step 2: Tap Add

Step 3: Enter the required Information (Field with * = Mandatory)

FIELD	ACTION
a. Group Name*	Enter the group name i.e, Cheese
b. Group display name	Enter a group display name
c. Group Type	Select group type (modifier/Add-on)
d. Modifiers	Select the modifiers to be applied to the group i.e, Almond Cheese, Mozzarella
e. Modifier Group position	Enter the modifier group position
f. Modifier group advance	Marked if modifier group is mandatory- If marked select how many modifiers a customer “MUST” select
	Mark and select how many modifiers customers can select.
g. Tap SAVE to save group modifier

Products

This section will guide you through the process of creating products and incorporating them into your point of sale.

Step 1: On the left-hand navbar tap on Products

Step 2: Tap on Add

Step 3: Enter the required information:

a. Product Name
b. Menu Name - the name of the product that will appear on the menu.
c. Assigned Printers - Select printer for product routing (if applicable)
d. Printer Name - the name of the product that will appear on the printer.
e. Categories - Select the applicable subcategories – the product will be applied to the selected subcategory.
f. Modifier Groups - Select the applicable modifier group (modifiers or addons) the product will be applied to the selected modifier group.
g. Product Description - Enter a short description of the product. Max of 1000 characters
h. Add to menu - If enabled, the product will be added to the menu.
i. 86 this product - If activated, an item is marked as out of stock or unavailable for serving guests.
j. Inventory Tracking - If enabled, it will allow you to manage your daily product count.
k. Negative Inventory - Enable if you want to allow the product to be marked as out of stock.
l. Variant Name - Customize variant names for tailored product specifications.
m. SKU - Number code to track the product price.
n. Price - Product/variant amount
o. Timed Price - Configure if applicable.
p. Ingredients - Select the applicable default/removable ingredients.
q. Taxes - Select the applicable taxes.
r. Discounts - Select applicable discount to add at the product level.

Step 4: Tap Save once completed

Step 2: Tap on Add Menu and enter the required information:

a. Menu Name
b. Select a Category
c. Select a Revenue Center

Step 3: To activate the Menu follow the steps below:

a. Toggle on Keep menu active for POS
b. Enter a Start and End date
c. Select the days the menu will be active
d. Select a Start and End Time

Pro Tip: To apply the same hours of operation on the applicable days of the week, simply tap on the icon located on the right of the end time field. Upon selection, it will prompt you to select all or set as required.

Step 4: Tap on Save once completed

Workforce Settings

The following section will teach you how to keep your staff information current and add new employees from your Point of Sale.

Employee List

To view employee list navigate to Settings and tap on Workforce

Update Employee

Step 1: Tap on the three-dot Icon and select Edit

Step 2: Begin editing any information needed

Add New Employee

Step 1: Tap on Add

Step 2: Enter the required information (* = Mandatory Field)

Employee Contact Information	Employee Information	COMPENSATION
a. First Name*	d. Employee ID	f. Pay Type- (Hourly or salary base per rate)
b. Last Name*	e. Job Role - Note that each role is configured with a set of allowable access or default permissions.	g. Hourly Rate- enter the hourly pay rate amount
c. Email- *Provide a valid email address or Phone Number		h. Weekly Hours- enter the maximum weekly hours
		i. Dashboard Access- toggle ON to provide employee dashboard access
		j. Create Pin - Enter a unique 4-digit pin for the employee

Step 3: Tap Save once completed

Shift Schedule

This guide will walk you through the process of effortlessly adding a new shift schedule through your point-of-sale system. With our intuitive steps, you can efficiently create new shift schedules for your team members, making scheduling a breeze and enhancing overall team management.

Step-by-Step Guide:

Step 1: From your new order screen tap the drop-down arrow (a) or slide the setting bar down (b):

Step 2: Tap on Workforce.

Step 3: Under Workforce locate and tap on Restaurant Schedule.

Step 4: Tap "Add Shift."

Step 5: Fill in the necessary information (*= Mandatory Field).

a. Name*
b. Start & End Date
c. Shift
d. Shift Hours
e. Assign Section * - When the assigned section is selected, assigned tables will automatically be filled.
f. Start & End Time
g. Allow Overtime
h. Recurring
i. Job Type* - When Job Type is selected, the pay rate will automatically be applied.

Step 6: Tap Save once completed to view the applied shift schedule.

Payments Settings

Gratuity

This section will cover the steps to set up your gratuity.

Step 1: Tap on Payment

Step 2: Upon selecting Payment you will be redirected to the Gratuity settings sub-tab

Step 3: The following gratuity settings are available to configure as preferred

a. Print on Receipt can be toggled on and off

b. You can also control whether Custom Gratuity Amounts are on or off

c. You can choose to** Enable or Disable** Gratuity Selection on your CFD

d. Select a payment type for auto-close orders: Credit Card, Gift Card, Others

e. Set suggested gratuity amount, less than 10

f. Set suggested gratuity amount, more than 10

Step 4: Once you're all done you can finalize the process by configuring the CFD responsive tip amounts:

You can set an amount option for any order total below ten dollars

Set a percentage amount options for orders totaling more than ten dollars

Taxes

Learn how to set up taxes by following the guide below.

Step Tap on Payments*

Step 2: On the left-hand navbar tap on TAXES. From here you can either update the existing tax or add a new one

Step 3: Tap “Add”

Step 4: Enter details (*= Mandatory Field)

a. Tax Name *

b. Tax Amount *

c. Tax Type - Currently the system only supports the exclusive tax.

d. Select which order type the new tax will be applied to

e. You can also apply the tax on a specific product by clicking on apply to product

Step 5: Tap Save once completed

Discounts

For discounts you have the option to set this section, to learn more on how to set up discounts click on the link and follow the steps in the article. (https://support.eatos.com/en-us/article/point-of-sale-v410-payment-discount-1y0dshb/)

Service Charge

Learn more about service charges by clicking on the link (https://support.eatos.com/en-us/article/point-of-sale-v410-payment-service-charge-sa4f2k/).

Card Reader

This section will cover the steps and prerequisites to add to your dashboard. We will also cover simple steps on how to select your designated card reader on the POS once added to the dashboard.

Steps:

Step 1: First do the integration process, to learn more click the here.

Step 2: Once you have completed the integration process, click on Hardware

Step 3: Click on New Hardware

Step 4: Select Card Reader

Step 5: Enter the device name (For ex; CC- Bar station -reader) and select the subtype

Step 6: Lastly enter the required information and click on Add, To know what your Serial number is and bolt merchant ID, please reach out to your account agent or prospective customer success. Alternatively, you can reach out to a card connect number and use automotive.

Card Reader Selection on POS

This section of the article will guide you on how to select your card reader from the POS to start taking payments.

Step 1: From the new order screen tap the drop-down arrow or slide the settings bar down

Step 2: Select Payment

Step 3: Next select Card Reader

Step 4: Tap on Detect Card Reader

Step 5: Doing so will prompt a list of card readers, select your desired card reader for your station

Cash Management

This section will cover the basics of how to use cash management.

Tip: To best manage your cash drawer, we suggest the following procedure to start with Open Till Balance, followed by performing the activity required for Pay in/Pay out and finally performing close drawer. Also, before you start your End of Day make sure you close your drawer before performing the End of Day task.

Once you have entered an open till balance. Enter a Pay In/Pay Out amount and follow the next steps:

a. Select an Employee
b. Select a Reason
c. Enter a special note (Optional)

You can view the following

a. Cash logs

b. Employee tips

Close the drawer at the end of store hours.

Note: Closing the drawer should be done at the end of the day to make sure employees are entitled to their tips.

Payment Options

This section of the article will guide you on how to enable your preferred payment options at the Point of Sale.

Step 1: Navigate to the settings dropdown and tap on Payment.

Step 2: Tap on Payment Options.

Step 3: Click on any payment options to make it available.

Note: To disable a payment option, simply click on it again. This will deactivate the option, and it will be indicated by turning gray. Additionally, the payment option you select will be reflected on your point-of-sale system's screen.

Advanced Settings

This section will guide you on how to navigate the advanced settings and what each section is used for.

Server Connection

What is a server connection?

The server connection is utilized to manually sync your data in case of a lost connection that prevents information from syncing to the cloud. This process ensures that your data is synchronized effectively from your point-of-sale system.

How and when to use server connection?

To use the server connection simply tap on Manually Sync

A Success prompt will show under your screen meaning sync was completed

Use the server connection, when you have lost your Wi-Fi connection, and your info does not sync when you connect to the Wi-Fi again.

Cash Register

This section for the cash register will go over how to add a new cash drawer from the point of sale.

Adding a new cash register

Steps:

Step 1: From the new order screen tap the dropdown arrow (a) or slide the settings bar down (b)

Step 2: Tap on Advanced

Step 3: Next tap on Cash Register on the left-hand side of the navbar

Step 4: Tap on New

Step 5: Fill in Required Information

Provide the necessary details for the new cash register:

a. Name
b. Drawer Model
c. Drawer Attached Printer - Choose the appropriate option for your setup, such as Star Cash Drawer - Ethernet or HP Engage One Prime Cash Drawer.

After filling in the information, tap Done to save your settings.

Step 6: To finalize the setup, choose the newly added cash register from the list of available options.

Paired Printers

The paired printer section will cover how to manage the page and set it to your preference.

Basic operations to take when viewing paired printers:

Detect

When taping on detect, this will prompt printers detected nearby

Renaming Printers

Edit your printer names to know where they are located (Ex: Kitchen - Printer, Drink - -printer ETC)

Printer selection

Select default KOT, Bill/Receipt, and Custom printer

Test Printer

Test printer only works for Bill/Receipt, to test kitchen printers simply do a test order and fire it to the kitchen.

Printer Settings

To learn more about printer settings visit the link, it will direct you to our article based on printer settings.

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Updated on: 10/31/2024

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