Articles on: Getting Started

POS - 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.

Table of Contents



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 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 with ease. Simply tap or swipe down on the arrow box to open the settings menu.
d. The current time is displayed for your reference.
e. The Connection Status Indicator shows whether you're connected to external devices like a CFD (Customer Facing Display) and lets you check the printer connection status by tapping on it.
f. The Support icon offers users the choice to access chat support directly within the app.

Note: Support confirmation PIN is required to validate the chat with the live support agent.

g. Live Chat Support



h. The Notifications Bell icon serves as a tool for receiving insightful release note 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



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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.



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



Step 4: Set a Reminder Time



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

Step 5: Next toggle on or off to run the automatic task

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Step 6: 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 7: 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
.


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Manually start End of Day task



Step 1: Tap on Start End of Day



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



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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





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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 here.


Menu Management



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



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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: 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.

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



Step 2: Tap Add



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

FIELDACTION
a. Group Name*Enter the group name i.e, Cheese
b. Group display nameEnter a group display name
c. Group TypeSelect group type (modifier/Add-on)
d. ModifiersSelect the modifiers to be applied to the group i.e, Almond Cheese, Mozzarella
e. Modifier Group positionEnter the modifier group position
f. Modifier group advanceMarked 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.



Step 1: Tap on Menu Management



Step 2: On the left-hand Navbar tap on Categories



Step 3: Tap on Add



Step 4: 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)

Step 4: 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.



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
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.

Step 4: Tap Save once completed





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Menu



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



Step 1: Tap on Menu Management



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



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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 3 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 InformationEmployee InformationCOMPENSATION
a. First Name*d. Employee IDf. 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 Numberh. 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




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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:

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.



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Payments Settings



Gratuity



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



Step 1: Tap on Payment



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



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

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

b. Toggle the 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

Step 4: 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.



Step 1: 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



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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 link (https://support.eatos.com/en-us/article/setting-up-ingenico-lane-3000-series-flvmjs/)

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.



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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.



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



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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 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.



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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 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.




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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.

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Updated on: 06/07/2024

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