Published information

Operations

How to set up day-to-day operations in the back office: inventory, members, multiple tills, tax rates, orders and refunds. Still choosing a system? Start with the selection guides.

• Stock on hand, inbound, and sales lines: how to manage

  How to manage stock levels, inbound and sales detail—without mixing it up with cashier item-pick pricing. The feature page shows what it can do; this guide shows how.

• Members, discounts, stored value, and coupons: how to manage

  How to line up members, discounts, stored value, points and coupons in admin; playbook detail follows store enablement. Scope: members feature page.

• LAN multi-till and terminal registration: how to manage

  How multiple cashiers register on the store LAN, who approves, and how to recover credentials. Pairing and troubleshooting steps are in the article; capability bounds are on the kitchen and terminals feature page.

• How to set payment methods, tax rates and surcharges

  Configure payment methods, tax rates and surcharges as settlement basics; payment exceptions are another guide; fiscal/NTAK roles: see the FAQ and the Fiscal and NTAK feature page.

• How to manage orders and refunds

  How to check orders, refunds and voids in the back office. Taking orders and refunding happen on the till, and refunds follow the shop’s authorization. See the ordering and after-sales feature pages for scope first.

• What to check on opening-day POS

  On opening day, verify POS stability in four blocks: 30 minutes before service, before first ticket, before lunch/dinner peak, and at close. Each item says where to look in the admin or on the till.