Do these in order. The first nine are needed for the first bill; the last ones make service smoother.
| # | Step | Where | If it is missing |
|---|---|---|---|
| 1 | Add the dishes and drinks as products, with price, VAT and product group | Accounting > Products: The menu: dishes and drinks are products | The menu is empty or a dish is missing |
| 2 | Choose the VAT, service charge, discount and round-off terms | Accounting > Bill Terms: VAT, service charge, discounts and bill numbers | The bill has no VAT or service charge line, or the wrong ones |
| 3 | Set the sales bill, sales return and receipt numbering for this branch, valid for today | Accounting numbering: VAT, service charge, discounts and bill numbers | The bill is refused: "Sales Document Number not configured"; a return is refused the same way; payments never become receipts |
| 4 | Set the default bank, the cash book and the branch's default store | Accounting > Configuration: Payment methods, banks, QR and the store | Card and QR bills are refused; stock leaves from the wrong place |
| 5 | Add floors and tables | Configuration › Floors: Floors and tables | The Floor Plan says "No floors configured yet" |
| 6 | Add stations and route each product group to one | Configuration › Stations: Kitchen stations and product group routing | Every dish goes to the same station |
| 7 | Connect the printers | Configuration › Settings: Printers for kitchen tickets and bills | Tickets and bills do not print |
| 8 | Give every user a branch and a role with the restaurant permissions | Administration > Users: Staff: users, roles, waiters and the secret key | A user sees no tables, or no Bill button |
| 9 | Open the first cash shift | Cash Shift: Open and close the cash shift | Orders cannot be sent to the kitchen |
| 10 | Add modifiers, courses, combos | Configuration tabs: Modifiers: options on a dish, Courses: starter, main, dessert, Combos and bundles | Options and combo meals are not offered |
| 11 | Add recipes and switch on automatic stock adjustment | Recipee: Recipes: what a dish takes out of stock | Cooked dishes take nothing out of stock |
| 12 | Set the restaurant's own settings | Configuration › Settings: Restaurant POS Settings | Defaults apply |
The test bill, step by step
Questions customers ask
Which missing step stops the first bill?
The bill numbering for today (a return needs its own numbering too) and, for a card or QR payment, the default bank. The message names the missing one (VAT, service charge, discounts and bill numbers, Payment methods, banks, QR and the store).
Can we start without recipes?
Yes. Without recipes a cooked dish takes nothing out of stock; ingredient stock is not adjusted until recipes are set up and Automatic stock adjustment on restaurant is on (Recipes: what a dish takes out of stock).
A new waiter sees no tables. What is missing?
The user has no branch, or the role lacks the restaurant permissions (Staff: users, roles, waiters and the secret key).