POS - Getting Started

Point of Sale Setup Guide

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.

Table of Contents

How to login into the point of sale
Restaurant
Menu Management
Workforce
Payments
Advanced Settings

How to login to the Point of Sale

Visit the eatOS App, and log in using the same credentials as the dashboard.

If you are new to eatOS learn how to create an account by clicking on the link https://support.eatos.com/en-us/article/point-of-sale-v410-create-an-account-1nerm9x/

Restaurant

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.

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



Tap On Restaurant



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



Set a Reminder Time



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

Next toggle on or off to run the automatic task



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 20min after a reminder is set.

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



Finally Add a user to send daily operation reports to
.


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Manually start End of Day task

Tap on Start End of Day



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



After completing the manual task tap on Close Restaurant



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Location Settings

Tap on Restaurant .



On the left-hand navbar tap on Location Settings



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





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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 the link (https://support.eatos.com/en-us/article/point-of-sale-v410-restaurant-timed-pricing-1yjss4v/)

Menu Management

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

Ingredients

Navigate to the Settings page



Tap on Menu Management



Tap on Ingredients



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:

On the left-hand navbar tap on Modifiers



Tap on Add



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.)

Tap on Save once completed



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Add-ons

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



On the left-hand navbar tap on Add-Ons



Next tap on Add



Enter the required information:

Note: that 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



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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.

On the left-hand navbar tap on Groups



Tap ADD



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

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Categories

This section will help guide you on how to add new categories.



Tap on Menu Management



On the left-hand Navbar tap on Categories



Tap on ADD



Enter the required information:

a. Category Name
b. Course Name
c. Category Position
d. Course Position
e. Enter the menu name (how the category will be displayed on the screen)
f. Assigned Printer (Select a designated printer)
g. Parent Category (Select the parent category i.e., Food (Parent category) Sandwiches (Subcategory))
h. Products (Select products that will be applied to the subcategory)

Tap on Save once completed



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Products

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



On the left-hand navbar tap on Products



Tap on Add



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
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
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.

Tap Save once completed





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Menu

This section will cover the steps to add a new menu.



Tap on Menu Management



Tap on Add Menu and enter the required information:

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



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.

Tap on Save once completed



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Workforce

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

Tap on the 3 Dot Icon and select Edit



Begin editing any information needed

Add new employee

Tap on ADD



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

Tap Save once completed



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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:

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



Tap on Workforce.



Under Workforce locate and tap on Restaurant Schedule.



Tap "Add Shift."



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.



Tap Save once completed to view the applied shift schedule.



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Payments

Gratuity

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



Tap on Payment



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



The following gratuity settings are available to configure as preferred

a. Toggle ON, button next to print on receipt - enable or disable to include gratuity on receipt.

b. Toggle ON, button to “allow custom gratuity”.

c. Toggle ON, if you wish to disable gratuity selection from your CFD.

d. Select Payment type for auto close orders.

e. Set suggested gratuity amount, less than 10

f. Set suggested gratuity amount, more than 10

Once completed with gratuity preference setup. Finalize by configuring the CFD responsive tip amounts.

Create 4 dollar amount options for any order total less than $10

Create 4 percent amount options for any order total more than $10



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Taxes

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



Tap on Payments



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



Tap “ADD”



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

Tap SAVE once completed



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Discounts

For discounts you have the option to set this section up, 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 on the dashboard.

Steps:

First do the integration process, to learn more click the link (https://support.eatos.com/en-us/article/setting-up-ingenico-lane-3000-series-flvmjs/)

Once you have completed the integration process, click on Hardware



Click on New Hardware



Select Card Reader



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



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.



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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.



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



Select Payment



Next select Card Reader



Tap on Detect Card Reader



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



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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.



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Payment Options

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



Navigate to the settings dropdown and tap on Payment.



Tap on Payment Options.



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.



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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 wifi connection and your info does not sync when you connect to the wifi again.

Cash Register

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



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Adding a new cash register

Steps:

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



Tap on Advanced



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



Tap on New



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.



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



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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. (https://support.eatos.com/en-us/article/point-of-sale-v410-advanced-printer-settings-dkr5wa/)

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Updated on: 11/16/2023