How to add taxes into your POS

Enter your back office > settings > Your taxes 

Step 1: Press new Tax. Enter name of tax (e.g. Sugar Tax)

Step 2: Add local tax rate and add which product you would like to default this tax 

How to create, edit, delete and deactivate a product

To create, modify, deactivate or delete any product in your list, first navigate to Settings >  Back Office. Select Products and click Products again from the dropdown menu.

Create a Product: Step One

To create a new product, click the green New Product button. 

Create a Product: Step Two

You will then see a new, blank product sheet. Fill in thename of the product, select a color, and enter the price. This information is required to create a new product, but you can enter additional information about the product at any time. 

Create a Product: Step Three

You can also add a custom ID (or SKU) to your product. The SKU is primarily used by businesses that need to manage their product catalog in an external application—typically for stock management or e-commerce. 

SKUs are an optional field for a product, but if you would like to take advantage of this feature, keep in mind that: 

  • The SKU must be unique within a store catalog. (If an already existing SKU is added or edited on a product, it won't be saved.)

  • The SKU must be less than 65 characters. If an SKU longer than 64 characters is added or edited on a product, it won't be saved.

Edit a Product

To edit a product, click on the product name. The corresponding product sheet and details will open. You can then change any details and save the changes by clicking Edit

Delete a Product

To delete a product, click the red X button to the right of the product line. Click Confirm to save the change. 

Deactivate a Product

To deactivate a product, swipe the white checkmark ✔ to the left of the red delete X mentioned in the previous section. Once the product is deactivated, the line will turn red and the item will no longer appear on the app. 

To reactivate the product, press the white checkmark ✔ again and the product line will turn white again.  

How to change the order of a category in the product list

Please note that you’ll only be able to make these modifications from a computer, not the POS iPad screen. 

Moving Items across the menu

Step One

Navigate to Settings > Back Office > Products > Then click Products again from the dropdown menu. 

Step Two

Once you’re in the category list, pass your cursor over the name of the product. To the right of each category name is a black arrow icon. When you click on the icon, you’ll be able to move the category  up or down in the list. The same steps can be completed at the product or option level

How to add, edit and delete an option

Create a New Option: Step One

First, navigate to Settings > Back Office > Products > Options. Before adding a new option, you’ll need to create an Option Category by clicking New Category

Create a New Option: Step Two

Once the category is created, click New Option. Enter the option name, category, and price.

To assign an option to a product, go to the Products tab then select Product from the dropdown list. In the product file, add the Option Category you just created and click Edit to save the changes. 

Edit an Option

To edit an option, simply click on the product name and the Option Sheet will appear.  

Delete an Option

To delete a single option, click on the red X symbol to the right of the option name. To delete an Option Category, click on the green modify icon (to the left of the black arrow icon) and then click Delete Category

How to activate an option on a product

Step One

Once you've created the Option Category, navigate to Settings > Back Office > Products (tab) > Products (dropdown). 

Step Two

Click on the desired product then scroll down to the bottom of the pop-up window on the right-hand side of the screen. Under the Extra and Option tab, click Add an option. You’ll then be able to choose the category and set it for that product.  

Automatic pop-ups

Check the automatic pop-up window, so that anytime you’re taking an order, the options would appear. 

Keep in mind that if you choose Limited Options for a product, you’ll need to enter the maximum number of choices possible. Refresh your app to see the updated changes. 

How to activate an option on a product

Once you’ve introduced your products in your Back Office in the Products tab, you have the ability to customize and create new menus. For example, a special menu for the weekends, for takeaway, etc.  

Step One

Click on New Menu and fill in the information needed: the name, any special schedule requirements, and taxes. Then click Add to save the changes.  

Step Two

Then, you have to add the product to your menu by tapping on "Add Product".

Step Three 

Now, select your products then click Add the Selected Products

How to edit a menu

After you’ve created your menus in the Back Office, you can custom and modify them. Navigate to the menu you want to edit by going to Settings > Your menus. Then, click the gray Edit button to modify the name, schedule, and tax.