Getting started
Set up your organization, outlet, and modules so QR, POS, and Display are ready for a controlled go-live.
Before you start
- • Confirm your outlet profile details and contact person.
- • Decide which modules are in scope for this outlet: QR, POS, Display.
- • Prepare menu catalog basics (categories, items, pricing, variants).
Setup steps
- 1. Create organization and outlet details in dashboard settings.
- 2. Configure menu structure and item visibility.
- 3. Enable required modules for the outlet.
- 4. Assign users and role ownership for daily operations.
- 5. Run a pre-go-live check with one real device per module.
Verify readiness
- • QR code opens the expected public menu.
- • POS can open an order, print, and close a test bill.
- • Display pairing and playback are stable on assigned screens.
Escalate to support when
- • Module toggles are enabled but dashboards are missing module controls.
- • Outlet routing, links, or user assignments are inconsistent across pages.
QR publishing guide
Publish menu updates safely with preview, visibility checks, and controlled rollout to active customer QR links.
Publish checklist
- • Confirm category and item visibility flags.
- • Check base prices, variant prices, and item descriptions.
- • Validate image and dietary metadata where required.
Publishing flow
- 1. Save changes as draft and review with your team.
- 2. Use preview links to validate mobile menu rendering.
- 3. Confirm daypart or scheduled publish settings if used.
- 4. Publish the updated version and verify public QR access.
Post-publish validation
- • Scan live table/counter QR and confirm the latest menu state.
- • Check one item from each major category for pricing and visibility.
- • Confirm no hidden/internal-only items are exposed.
Escalate to support when
- • Published version does not appear on live QR links after cache refresh.
- • Schedule/daypart behavior does not match configured publish windows.
Printer setup
Configure receipt printers for reliable output in checkout flow, with clear fallback and diagnostics.
Recommended baseline
- • Use 80mm thermal printers with stable USB/LAN connectivity.
- • Confirm printer is visible to the POS device or mapped direct target.
- • Set paper profile and default bill printer before live service.
Setup steps
- 1. Open POS print configuration and assign default printer.
- 2. Set paper width and print profile values.
- 3. Run test receipt print from POS settings.
- 4. Validate queue behavior on success and failure retry.
Troubleshooting checks
- • Validate power, cable/network, and printer status lights.
- • Ensure printer name/target matches configured value exactly.
- • Retry with alternate printer if queue shows persistent failures.
Escalate to support when
- • Test print succeeds but checkout print fails consistently.
- • Queue diagnostics show repeated dispatch errors without recovery.
Shift-close guide
Close shifts cleanly with counted cash, notes, and operator attribution so reports remain accurate.
Shift-close checklist
- • Verify all open tickets are settled or reassigned.
- • Confirm the acting cashier/supervisor session is correct.
- • Gather counted cash totals before submitting close.
Shift-close flow
- 1. Open shift controls from POS settings/status strip.
- 2. Enter counted cash and reconciliation notes.
- 3. Submit close and confirm successful shift status update.
- 4. Verify close data appears in reports/dashboard views.
Daily controls
- • Use notes for known variances or service exceptions.
- • Keep close action to designated supervisory roles.
- • Start next shift only after prior shift is fully closed.
Escalate to support when
- • Shift close is blocked despite no open orders.
- • Closed shift totals do not appear in reporting summaries.
User roles and PIN sessions
Manage POS users, role-scoped permissions, and PIN session controls for secure cashier operations.
Role setup basics
- • Create separate users for cashier, captain, and supervisor duties.
- • Avoid shared PINs between staff members.
- • Review permissions before live shift handover.
Session management
- 1. Add or update POS users in outlet controls.
- 2. Set or rotate PINs for active operators.
- 3. Verify login/logout and user-switch flow in POS.
- 4. Confirm restricted actions follow role or approval rules.
Security practices
- • Rotate PINs after staff transitions.
- • Disable inactive users immediately.
- • Track unusual authorization failures during shifts.
Escalate to support when
- • Correct roles are assigned but actions remain unexpectedly blocked.
- • PIN reset appears successful but login still fails.
Display pairing guide
Pair signage players, assign published content, and validate heartbeat for reliable in-store playback.
Before pairing
- • Ensure signage is enabled for the target outlet.
- • Confirm display/payer device has stable network access.
- • Keep pairing code workflow open on dashboard and device.
Pairing flow
- 1. Start pairing from display management in dashboard.
- 2. Enter/confirm pairing code on player device.
- 3. Assign the paired player to the correct display/screen.
- 4. Publish content and confirm playback on the physical screen.
Playback reliability checks
- • Validate latest published content timestamp.
- • Confirm heartbeat status and next refresh timing.
- • Recheck orientation and resolution settings after pairing.
Escalate to support when
- • Pairing remains pending or repeatedly expires.
- • Heartbeat is online but playback never updates after publish.
