Set the stage to act fast when customers are ordering. After you have performed the POS installation, you should make sure that you and your staff know how to ensure a smooth service for your customers. 

Here are some basic operations that we suggest you perform in training mode before starting to use the POS system in real-life ordering: 

Login | Employee management

• Add a new employee in the restaurant admin panel and log in the workstation with the assigned employee ID
• ▶️Assign RFID card to an employee. Part of the Restaurant manager operations 
• ▶️Enable/disable training mode for an employee. Read more about employees

Menu

• Create menu categories, menu items, ▶️optional addons and mandatory addons in the restaurant panel and update database to see how they appear on workstation

Check functions

• ▶️Begin check / ▶️Begin table in Table Service operation style; begin table/check in quick service and bar operation style and add items to check
• ▶️Begin future check
• Add addons to check
• ▶️Cancel menu item, cancel addon
• ▶️Void check | ▶️Void item | ▶️Void addon, optional and mandatory
• ▶️Return item
• ▶️Cancel transaction (=round)
• ▶️Add a service fee and ▶️Add a discount
• ▶️Add a tip to a check and then ▶️add a tip in the payment device
• ▶️Send the check to the kitchen
• ▶️Close the check - tender with a payment method and then ▶️Reopen a closed check

Payments (switch off training mode to try this)

• Cash payment method- see if cash drawer is working  
• Card payment method- see how the payment device is working
• Perform a refund

Online ordering

• Place an online order paid with cash - see how the orders get automatically accepted (or accept it manually), show as open check on workstation 
• Place an online order paid online - see how the orders get automatically accepted (or accept it manually), the check is closed and won't show on workstation, but it will print automatically for kitchen

Printing

• Print the check for guest receipt/ kitchen printer and see also the payment terminal receipt and then ▶️reprint the check

Reporting (available to Admin or Manager employee role)

• Generate a Property Financial Report at the end of the day. Before running any report, make sure all checks are closed with a payment method.

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After making sure that you have mastered these, check out the workstation functions for your operation style and see which one suits your business better: Quick Service | Table Service | Bar. Try also the Manager functions.