How to Create or Edit the Menu?

Note: Make sure you have backend/portal menu management privilege in order to add or make any changes to the Menu.

1. In this section, our quick and easy steps will include but not limited to – Creating Categories, Items, Modifiers, and selecting additional preferences which include Enabling web ordering.

2. Click the left navigation button, from here you can navigate to and from any section. From the Catalog section, you can create, add or modify your menu.

How to create a Super Category?

Super Category is the parent category that is created to track your revenue for various groups based on association. This is used to consolidate groups into broader categories such as Food or Alcohol for high sales reporting purposes.

Please note: Super Category is primarily used for high-level reporting and will not reflect in the physical menu on POS.

1. To create a Super Category, click on Super Category located on the top left of the Menu Management screen.
2. Enter the name that you want to assign to the Super Category, select the Tax Class and click the ➕ Add & Setup icon.

3. Click ➕ Add, if you do not want to setup the Super Category right now.

4. Fill in all required fields as seen in the screenshot.

5. Now select a Background and Font Color from the color grid.

6. You may proceed to select other details if applicable.

7. After all applicable details have been created, click on the Save button to create a Super Category.

How to create a Category?

Categories and subcategories should reflect how your actual menu is organized or should be displayed or divided for easy navigation. Categories will inherit all settings for the Super Category and Subcategories will automatically inherit the Category settings; unless otherwise specified.

1. To create a new Category, click the Categories tab on top of the Menu Management screen.

2. Enter the name that you want to assign to the Category, select the Super Category, select the Tax Class and click the ➕ Add & Setup icon.
3. Click ➕ Add, if you wish to setup the Category later.
4. In this example we have created the Soup Salad category.

5. Fill in all required fields as indicated in the screenshot. Add the image of the category in the image box. Enter the category name in the Category Name field.
6. Tap the checkboxes next to Copy to Kitchen name, Copy to Receipt name and Copy to Web name (if you want to keep the same name of categories at these places).
7. Select the Super Category, Tax Class, and Other Tax Class from the dropdown.
8. Set the Background color and the Font color for the sub-category name in the POS.

9. Click the Assignment tab.
10. Now select the Printer, KDS, and Course that you want to associate this category with.

11. Click the Online Ordering tab.
12. To activate this category for online ordering, turn on the switch next to Enable Web and enter the name in Web Name field with which you want this category to be recognized in online ordering.
13. To mark this as a featured category, ✔️ the checkbox next to Mark as Highlighted/Featured.
14. You may also describe this category in the Web Description field. This description will show up on the location’s online platforms next to the category.

Note: On enabling web at category level, all the associated sub-categories and items will inherit the same setting only if the Inherit Online is enabled for that sub-category or item. The sub-category will inherit the sub-category name as a web name. The item will inherit item price as web price, item name as web name, and item description as web description.

15. Now go to the Additional Settings tab.
16. Enter the name of the category you want to display in the Kitchen printer and Receipt.
17. Select the Terminal to be associated with this category.
18. Fill in the other details and click Save at the bottom right corner.

How to create a Subcategory?

Creating subcategories will break things further for easier navigation for large categories.

Note: It may be important to minimize subcategories to reduce the number of taps needed to get to an actual item.

1. Open the Catalog page as shown in the screenshot. Click the Categories tab on the top.
2. Click on the ➕ Add Sub-category icon underneath the associated Category as displayed in the screenshot.

3. Fill in all required fields as indicated in the screenshot. Add the image of the sub-category in the image box. Enter the sub-category name in the Category Name field.
4. Tap the checkboxes next to Copy to Kitchen name, Copy to Receipt name and Copy to Web name (if you want to keep the same name of sub-categories at these places).
5. Select the Parent Category, Super Category, and Tax Class from the dropdown.
6. Set the Background color and the Font color for the sub-category name in the POS.

7. Click the Assignment tab.
8. Now select the Printer, KDS, and Course that you want to associate this sub-category with.

9. Click the Online Ordering tab.
10. To activate this sub-category for online ordering, turn on the switch next to Enable Web and enter the name with which you want this sub-category to be recognized for online order.
11. To mark this as a featured sub-category, ✔️ the checkbox next to Mark as Highlighted/Featured.

Note: Enable Web will be enabled automatically for this sub-category, if the Enable Web is activated for its parent category and the Inherit Online is enabled for this sub-category. In such a scenario, the sub-category name will automatically appear in the web name.

12. Click the Inherit Properties tab.
13. Here you will see that by default all boxes are marked. If you do not want the sub-category to inherit a specific setting, uncheck the box next to that setting.

Note: If Inherit Online is selected, this sub-category will inherit the settings from the Online Ordering tab.

14. Now go to the Additional Settings tab.
15. Enter the name of the sub-category you want to display in the Kitchen printer and Receipt.
16. Select the Terminal to be associated with this sub-category.
17. Fill in the other details and click Save.

How to add an item to the menu?

Adding an item to the menu is the same as creating a category. Here you can now enable pricing, if applicable, and create more specific settings such as adding custom colors, modifiers, images, or changing printers.

Note: Later, if you make changes to categories or modifier groups, items may or may not inherit those changes. This ultimately depends on the type of changes being made or whether the inherited settings are checked or unchecked.

1. Click the Item tab located on the top of the Menu Management screen.
2. Now enter the name that you want to add and enter the Sale Price.
3. Click the box underneath the Category.
4. On the drop-down list, select the category/subcategory to be associated with the item being created.
5. Select the Tax Class and click the ➕ Add & Setup button (in Red).

6. Fill in all required fields as indicated in the screenshot. Add the image of the item in the image box. Enter the item name in the Item Name field.
7. Tap the checkboxes next to Copy to Kitchen name, Copy to Receipt name and Copy to Web name (if you want to keep the same name of the item at these places).
8. Enter the Sale Price. If you wish to keep the item price the same for the online orders, check the box next to Copy to Web Price.
9. Now select the Super Category, Category, and Tax Class from the dropdown.
10. Fill in other details including the Background color and the Font color for the item name in the POS.

11. Click the Assignment tab.
12. Now select the Printer and KDS that you want to associate this item with.
13. Enter the item name for the kitchen printer and receipt in the Kitchen Name and Receipt Name.

14. Click the Online Ordering tab.
15. To activate this item for online ordering, turn on the switch next to Enable Web.
16. Enter the item name in Web Name with which you want this item to be recognized for online orders.
17. Enter the item price for online orders in the Web Price field.
18. To mark this as a featured sub-category, ✔️ the checkbox next to Mark as Highlighted/Featured.
19. Enter the item description that you want to show up for online orders and select the Designer.

20. Click the Inherit Properties tab.
21. Here you will see that by default all boxes are marked. If you do not want the item to inherit a specific setting, uncheck the box next to that setting.

22. Go to the Additional Settings, enable or disable the options in order to customize the POS as per your store’s requirement.

23. Go to the Inventory tab, enter the existing in-hand quantity of an item in the QTY (in hand) field and follow the below steps.

• Put the item-related details in SKU, MPN, and GL Account.
• Click Generate UPC. It will generate a unique 12 digit number in the UPC field.
• Select the item manufacturer from the Manufacturer/Brand drop-down.
• Tapping on Enable negative inventory checkbox will allow you to put the negative value in the item quantity.
• Tapping on Enable Purchase Order checkbox will enable the purchase order for this item.
• Tapping on Track Inventory will unhide inventory-related sections for an item.
• Vendor: Select the name of the vendor (who is supplying the said item) from the drop-down list. If you can’t find the vendor in the list, first add it from the Vendor tab under Inventory.
• Additional Vendor: Select the name of the additional vendor if an item has multiple vendors.
• Reorder Point: Put the item quantity at which you want the item to be reordered.
• Unit: Select the unit to measure the item, for example, number, kg, etc.
• Item Size: This field will tell the size of the per piece if the unit is a piece.
• Item Size Unit: Select the item size measurement unit.
• Is Packet: Check this box if an item has been added as a carat or bundle.
• Packet Size: This field enables automatically when the Is Packet checkbox is marked. This field tells how many pieces are there in one carat or bundle.
• Show pop-up for insufficient inventory: Tapping this checkbox will notify you whenever there is insufficient inventory.

24. Once done, click Save.

How to associate modifiers to categories or items?

1. Click the Catalog on the left navigation panel.
2. Click the Categories tab on the top. 

3. Now tap the button next to the category to associate a modifier with this category.

4. Select the modifier group from the Modifier Group drop-down. Click button to add the modifier group in the section underneath. This way you can associate multiple modifier groups to the category.

5. The added groups will be displayed underneath where you can customize them as per your choice.
   • Free Mod Count: Enter the number of free modifiers you want to offer with this item category.
   • Multi Select: Tap this checkbox, if you want the multiple modifiers to be selected at the same time from the same group.
   • Mod Forced: Select the checkbox to make this a forced (mandatory) modifier.
   • Min Forced Count: Enter the minimum forced modifier count.
   • Max Forced Count: Enter the maximum forced modifier count.
   • Status: Tap this checkbox under Status to enable all the modifiers in the group. To enable a specific modifier, you can click the Status box next to that particular modifier.
6. Unhide the list of modifiers by clicking the icon adjacent to the modifier group.

7. The list of modifiers will be expanded underneath. Here you can set the modifier price, choose to overwrite the existing price of the modifier, and enable or disable the modifier. Check the descriptions below:
   • • Price: Enter the price of the modifier. If Overwrite is chosen in the next field, the Price will overwrite the existing price of the modifier. On the contrary, if the % of product is chosen in the next field, the new modifier price will be the x percent of the product, where x is the figure mentioned in the Price. For example, if 2 is mentioned in Price and the item price is $7, the modifier price will be 2% of $7 = $0.14.
     • Quantity: This is the default quantity of the modifier. For example, if you enter 2, by default the 2 number of modifiers will appear preselected on the POS.
     • Included: Tap this checkbox if you want this modifier to be included automatically when any item of this category is chosen.
     • Status: Tap the checkbox to enable this modifier.

8. Once done, please click the button to save the changes.

9. As we have associated two modifiers (Teriyaki and Sweet Chilli sauce) with the Sandwich category, both of them will be visible on the POS screen under the parent modifier when any item from the sandwich category is chosen. The price of the Teriyaki sauce is $0.5 (overwritten price) and the Sweet Chilli sauce costs 2% of $7.00 (the price of Tangent Grilled Cheese), i.e., $0.14. The prices will be reflected according to the settings you have done at the backend. Similarly, you can associate modifiers with the items. Go to the Items section in Catalog and follow the same steps as instructed above.

How to create a modifier group?

A modifier group will contain multiple related modifiers, which are leveraged to structure your menu. It is recommended to use logical modifier groups, such as what type of dressing for the salad being ordered which would be called Salad Dressing or alcohol preparation modifier group called Drink Prep etc.

Note: It may be important to minimize the Modifier groups. Also, it needs to be ensured that groups are structured and labeled correctly. This will reduce the risk of replicating similar group types.

1. Click the Modifier Groups tab on the top menu bar.
2. Once this icon is highlighted, click on the ➕ icon on the right side of the screen.

3. Click the Detail tab and enter the Name, choose the Background and Font color as well.

4. Now click the Settings tab. It is recommended to select the box adjacent to Mark as Forced Modifier.

5. Then enter the Minimum and Maximum Forced Count in the respective field box. Once done, click Save.

1. Finally, click the Pre/Post Modifier tab and fill in the required details. By setting pre/post on the modifier, the order accuracy enhances, leading to efficient restaurant operations. You also have the option to overwrite the price at the Modifier group level. Example: Extra Mustard can have a fixed price or the price can be a multiplier. You also have the option to enter a different name for the POS and the Kitchen. Abbreviations can be used for the Kitchen if required. It will print the kitchen ticket with the abbreviations.
2. Once done, click Save at the bottom right corner.

Example: Condiment option is a modifier group and mustard and ranch are the modifiers under that group. With the help of pre/post modifiers, you can now associate the modifiers with prefixes such as “No Mustard” or “Light Ranch”. In this scenario, No and Light are the prefix for the modifiers. Another option will be to add the modifier with the suffix as “Ranch On the side” or “Mustard Extra”. In this case On the side and Extra are acting as a suffix for the modifier.

How to create a modifier?

Modifiers are the add-ons that a customer can choose while making a purchase. To start creating a Modifier, you must first create a modifier group, as modifiers need to belong to a particular group.

1. Click the Modifiers tab on the top-right menu bar.

2. Hit the box below Modifier Group and select the modifier group for which you want to create the modifier. Click the ➕ button on the top right side of the screen.

3. Click the Detail tab, enter the Modifier Name and fill in the other details.

4. If there is a fixed cost associated with the modifier being created, you may add the price in the Price field.

5. Finally, select the Background color and the Font color.

6. Now click the Assignment tab, select the POS name, Kitchen name, and Receipt name.

7. Similarly, fill in the details in the Online Ordering and Other Settings tab as well.

General modifier groups and associated items

Here are some modifier groups and associated items.

• Meat Temperatures
  Blue, Rare, Medium Rare, Medium, Medium Well, Well Done, Black.
• Alcohol Prep
  Bruised, Rocks, Neat, Dirty, Double, Stirred
• Salad Dressings
  Blue Cheese, Ranch, Creamy Italian, Oil, Vinegar, House Italian, Balsamic Vinaigrette
• Substitutions, Cheese Type
  Mozzarella Cheese, Feta Cheese, Cheddar Cheese, Provolone Cheese, Swiss Cheese
• Bread Type Rye
  Country White, Multigrain, Sourdough, Whole Wheat
• Egg Prep
  Scrambled, Sunny Side Up, Fried, Poached, Egg Whites

How to Update a Catalog Using a CSV File?

You can add or update the catalog on the backend portal and POS using a CSV file. To begin with, you will need to download the catalog data import template from the backend portal, fill in the item details and upload the file into the Data Management in the backend portal. Below is the complete overview of how you can update the catalog using a CSV file.

1. Login to your location’s backend portal.
2. Go to the left navigation and click Data Management.

3. Now click the Download Template button next to the Import Menu/Catalog Item. In case you wish to update the catalog items with modifiers, please click the Download Template next to Catalog Item With Modifier.

4. The downloaded template will contain column headers that are required for uploading into the system.
5. All of the information does not need to be filled out. However, there will be an error if there is no product name.

6. Once the appropriate information has been entered, we can return to the data management area and upload the .csv file.
7. Once the file has been chosen, click the Upload button as shown in the screenshot and a confirmation message will appear once the upload has finished.

8. The uploaded items will appear in the Catalog. You can navigate to the Catalog on the left, click the Item tab and search the item that you have uploaded through the CSV file.

How to create combo meals in Quantic POS?

Now you can create combo meals in the Quantic POS and offer multiple items in a single meal. For example, you can create a combo meal of burger, french fries, and diet coke. To get started, you simply need to go to the backend portal, choose the main product and add more items as a combo to it. Here we are going to create a combo meal that consists of Tangent Taco + Fries + Diet Pepsi. You can create your own combo items by replicating these steps. 

1. Login to the backend portal and click Catalog on the left navigation.

2. Select the main item of your combo meal. In our case, it is Tangent Taco.

3. Tap the Combo checkbox to start adding more items to this combo meal.

4. Tap the Select Item field and select items from the drop-down.
5. To add more items, click button. Similarly, you can create as many fields and add new items to it.

6. Enter the combo meal price in the Sale Price field. Here we want our combo meal to be priced at $7.00.
7. Once done, don’t forget to click the button to save the changes.

8. Here the Tangent Taco is clubbed with Basket Fries and Diet Pepsi. The revised price for this combo meal is $7.00.

Bulk Price Editor

Quantic backend portal allows you to change the price/web price of all the items in a category in bulk. You can also select multiple items in a category and set one price for them all. Also, these prices can be increased/decreased by a set percent. Here is a high-level overview of how you can update the item prices in bulk. 

How to update the price of a single item?

To update the price of a single item from a Price Editor, you can navigate to the Catalog section in the backend portal and proceed with the following steps. Let us understand this with an example. Suppose you want to set the price of Fried Mozzarella (which falls under the Appetizers category) to $8. Here is how you can do it.

1. Go to the Catalog on the left navigation bar.
2. Click the Price Editor tab as shown in the screenshot.
3. Tap the Category drop-down and select Appetizers (the category where you want to update the item price).
4. The list of items under Appetizers will be displayed on the screen.
5. Look for the item you want to change the price, Fried Mozzarella, in our case.
6. Tap the field under Price and update the new price. Similarly, you can also update the web price for any item.
7. Don’t forget to click the Submit button once you have updated the item price.

8. Once the price is updated, it will reflect adjacent to the item name as shown in the above screenshot. Here we have updated the price and web price of Fried Mozzarella to $8.

How to update the item prices in bulk?

If you want to escape from updating the item prices one by one, you have an option to change the item prices at once using the Bulk Price Editor. Suppose you need to change the price of the items in the Appetizer category to $5; here is how you can do it.

1. Under the Catalog menu, click the Price Editor tab.
2. Tap the Category drop-down and select Appetizers (the category where you want to update the item price).
3. The list of items under Appetizers will be displayed on the screen.
4. Select the checkbox next to the item(s) and click the button as shown in the screenshot. To select all the items at once, tap the checkbox next to Item Name.

5. Tap the Set To option and set the price to $5.

6. If you want to update the item(s) price on the eCommerce platforms as well, select the Web Price checkbox. Using this feature, you can keep the different prices for physical stores and the web portal.
7. Click the Update button to save the new price. Click Ok on the confirmation pop-up.
8. Click the Submit button once you have updated the item price.

9. Once the price is updated, it will reflect adjacent to the item name as shown in the above screenshot. Here we have updated the price and web price of all the appetizers to $5.

How to increase/decrease the item(s) price by a fixed amount?

What if you want to change the item(s) price by a fixed $ amount? Let’s say, increasing the price of all the bottled beer by $2. Here is what you need to do. 

1. Select Bottled Beer from the category drop-down.

2. Tap the checkbox next to Item Name or select the specific item and click .

3. Set the option to Increase By.
4. Select By Price option and enter 2 in the given field.

5. Select the Price and Web Price checkboxes to update the prices across the offline and online channels.
6. Click Update and click Ok on the confirmation pop-up.
7. Click Submit to save the prices.

How to increase/decrease the item(s) price by a fixed percent?

Users, who want to change the item price by a fixed percentage, can do it using the following steps. Like decreasing the price of all the beverages by 1%. 

1. Select the Beverages option in the category drop-down.
2. Tap the checkbox next to Item Name or select the specific item and click the button.

3. Select the Decrease By option.
4. Select the By Percent option and enter 1 in the field underneath.

5. Select the Price and Web Price checkboxes to update the prices across the offline and online channels.
6. Click Update and click Submit to save the prices.

Employee Management

Quantic allows you to perform the labor management from the backend portal. It runs in sync with the Quantic POS. You can add new employees, assign privileges to them or generate the unique QR code for them.

How to add an employee?

1. Login to the Quantic backend portal, click Employees on the list. It will open a new screen as shown in the above screenshot. 
2. Click ➕ icon on the top right corner.

3. Click the Information tab.
4. Fill in the employee details – name, email address, phone number, select the assigned service area, landing area.
5. Click Add Role to select the multiple roles for the employee under the Assigned role tab. Also, fill in the details under Address, Payroll info, Details, and Settings. Once done click the Save button to create a new employee on the portal. 

How to give portal access to existing employees?

1. Select the employee name to whom you want to give the portal access.

2. Now click the Access Management button on the top right-hand corner.

3. A new screen will appear, here you can choose the type of portal access that you wish to assign to your employee. 
4. Once you are done with the selection, click Save.

How to generate QR code from the backend portal?

1. Login to the Quantic backend portal. 
2. Click the Left navigation button.
3. Click Employee as seen in the screenshot. 
4. Click the name of an employee for whom you want to generate the QR code.

5. Here you need to click on the QR code on the right side of the screen. 
6. The QR code will be downloaded in PDF format.

How to add a pay rate for an employee?

1. Login to the Quantic backend portal. 
2. Click the Left Navigation button and click Employees.

3. On the Employee screen, click the Edit button on the top right-hand side.

4. Click the Assigned Role field to expand the further sections.
5. Now simply update the current Hourly rate for a particular employee. 
6. Once done click the Save button.

How to set up Only Clock In access for an employee?

1. Login to your Quantic backend portal. 
2. Go to the Employee section under the left navigation bar. 
3. Click Access Management on the top right-hand side of the screen.

4. Search for Enable Only Clock in under the Access Management window (use Ctrl+F) and check the box that says enable only clock in. 

5. If you could not find it, click +Assign Additional Privileges and you’ll surely find it under the hidden settings.
6. Select the appropriate checkbox as seen on the screen and click Save.

How to use Enterprise Data Management?

Using Data Management in the Quantic backend portal you can upload a .csv file into the backend portal and push the data as well.

How to upload a .csv file to the backend portal?

1. After logging into the portal, click the navigation button on the top left.
2. Click Operations and select the Data Management icon.

3. Once at the Data Management section, a link is provided that will allow you to download the excel template for 

• Customer Data.
• Import Menu/Catalog Item.
• Modifier Group/Modifier.

4. Select Customer Data, if you want to push the customer data into the Quantic backend portal.

4. The template will contain column headers that are required for uploading into the system.
5. Once the appropriate information has been entered, we can return to the data management area and upload the .csv file.

7. Once the file has been chosen, click the Upload button as shown in the screenshot and a confirmation message will appear once the upload has finished.

How to push data to child locations?

1. From the backend portal, navigate to the Catalog section.
2. At the catalog/menu section, select the Super Categories or Categories that need to be pushed to the other locations. 
3. Then click on the chain symbol to select which locations the data will be pushed to.
4. Click the Save button once the appropriate locations have been determined.
5. Next, repeat the process to the categories, items, modifier groups, and modifiers that need to be pushed.

How to Transfer Sales?

The Transfer Sale section lets you transfer the sale after the order is closed/paid. For instance, if by mistake another server closed the order then s/he can transfer that sales to the correct server after the payment. Here is how you can transfer the sales.

1. Click the left navigation button and tap on the Transfer Sale button as seen in the screenshot.
2. Enter the unfinished order’s Reference Number in the space provided.
3. Click Next to proceed.

How to Track Inventory?

1. Login to the Quantic backend portal, click the Navigation button on the top left corner. 
2. Click the Catalog icon on the list. 
3. Now click the Items tab on the top header. 
4. The list of items will be displayed at the bottom, click on any item for whom you want to enable the inventory. 

5. Now click the Inventory tab on the top header. 
6. Enter the item’s inventory count in the QTY (in hand) field.
7. Fill in the required information in the field boxes and make sure the box adjacent to Track Inventory is check-marked.
8. Finally, click Save. The inventory for this specific item is enabled now. Similarly, you can enable the inventory for other items in the store

Time Management

With Quantic POS, you can track the working hours of your employees with the help of Clock-In/ Clock-Out feature.  Under Time Management, you will be able to see all the employee’s clock-in and clock-out times. You can edit the clock-in/clock-out time or add clock-in and clock-out for an employee if he/she has forgotten for that day.

How to add Clock In/Clock Out time for any employee?

1. Click on the left navigation bar main menu, click on Time Management.
2. To add a new time entry click on the sign on the top right corner as shown in the image above. 
3. To edit an existing time entry for an employee click on   on the right-hand side of the employee’s name.

4. Tap the Employee drop-down and select an employee from the list. 
5. Once an employee is selected, select the role for that employee from the Role drop-down that lists all the associated roles of the employees.
6. From the Status drop-down, select the one for which you want to add the time entry. 
7. If it’s a Clock-In entry, the status will be Clock-in, enter the Clock-In time and click on Save. 
8. If you want to enter Clock-Out entry, the status will be Clock-out and enter Clock-Out time only.
9. Finally, click as seen in the screenshot.

How to Add Customers?

1. Login to the Quantic backend portal. 
2. Once you are logged in, click on the left navigation bar. 
3. Select Customers under the left navigation and click ➕ sign as seen in the screenshot.

4. A new window will pop up, enter the required fields like Name, email address, phone number, etc. 
5. If you wish to mark the customer as Tax-exempt, then Tax-Exempt should be enabled as seen in the screenshot. 
6. Click on Save to proceed.

7. Click the Billing Address tab.
8. Put the address in the fields as shown in the screenshot.
9. The Country field will show the USA by default, but you can select any other country from the drop-down.
10. To add more addresses, click  .
11. Also, you can set an address as default by tapping on the   button.

12. Click the Shipping Address tab. Here you should enter the shipping address of the address. It may or may not be the same as the billing address.
13. Put the address in the fields as shown in the screenshot.
14. The Country field will show the USA by default, but you can select any other country from the drop-down.
15. To add more addresses, click  .
16. Also, you can set an address as default by tapping on the   button.

17. Tap on the Price List tab.
18. Select the applicable price list for this customer.
19. Every price list will have an expanded field where you can enter the items to include or exclude them from the price list. At the most you can add 100 items in the Included Items and Excluded Items field.
20. Once done, click Save.

How to Create a New Role?

You can use the Access Management section in the Quantic backend portal to create a new role for employees.

1. Begin with logging in to the Quantic backend portal. 
2. Click on the left navigation bar   click on Access Control.
3. To add a new role click on the sign on the top right corner as shown in the image.

4. A new screen will appear, enter the role name that you want to assign to an employee. 
5. Select the privileges for this role by selecting the checkboxes on the screen.
6. To edit an existing role, tap on the employee name and select an appropriate role on the new screen.

How to Create a Coupon?

A coupon is a piece of information that is issued by a restaurant or a retail to the customers to buy goods or services at a lower price than the usual. The restaurants or retails that are using the Quantic POS can issue the discount coupons from the backend portal. Once the coupon has been issued, a customer can take it to the restaurant and get it redeemed for the order. Please go through the following document to learn about how to create a coupon and redeem it from the POS.

1. After logging in to the Quantic backend portal, click the Coupon menu on the list.
2. You will see the list of existing coupons on the screen. If you have not added any coupons, you will see nothing over here.
3. To add a new coupon, click the ➕ icon on the top right of the screen.

4. The Add Coupon screen appears where you need to follow the below steps.

• Tap on the Coupon Name field and enter the name of the coupon such as – 10%Off.
• Coupon Code – Enter the coupon code number that customers can use to redeem the coupon.
• Available Quantity –  Here you can put the available quantity of such coupons.
• Issue Date and Expiry Date – Here you can set an eligible time period for the coupon. During this time period, the coupon code can be used and it expires beyond this time limit.
• Now choose the Discount Type as % or $. Enter the value in the box underneath.
• In Included Items, enter the item names for whom this coupon code shall be applicable.
• In Excluded Items, enter the item names for whom this coupon code shall not be applicable.
• Customize Coupon Message – Here you can enter the message on the top and bottom of the coupon. Expand the Customize Coupon Message field by tapping on it, fill in Line 1 and Line 2 fields with a message that you want to appear on the top and bottom of the coupon.
• Once done, click Save.

5. Once you have created the coupon, it will appear under the coupon list as shown in the above screenshot.
6. You can download the coupon, send it to the customers via text or email, and activate or deactivate the coupon as well.

• • Tap under PDF to download the coupon.
  • Tap to email the coupon to the customer.
  • Tap to text the coupon to the customer.

7. This is how a standard coupon will look like. It has a coupon name written at the top and QR code printed at the centre that customers can scan to redeem. The coupon also mentions the expiration date at the bottom. Once a guest has been issued a coupon, s/he can take it to the restaurant/retail and get it scanned to avail of the discount.

Redeeming the Coupon

Once the coupon has been issued, a customer can show that coupon to the cashier. The cashier/server will scan that coupon through the POS and the available discount will be offered to the customer. Please be informed the coupon will only be redeemable at the location from where it has been created.

1. Login to the POS app using the same username and password that you have used to create the coupon.
2. Now add items to the cart.
3. Click the Pay button at the bottom of the POS.

4. Scroll the list and click the Redeem Coupon button.

5. Tap the Camera popup, the POS camera will open.
6. Now bring the coupon QR code in front of the POS camera, it will be scanned and the coupon will be applied to the order.

7. On successful validation, the applicable Voucher Discount will be displayed on the order screen.
8. The customer can pay the balance due via cash or card and the order will be closed.

Inventory Management

With Quantic POS you can now track your inventory in real-time so you know what to reorder and when. Easily find thousands of items by organizing them in their respective categories. Quantic can update inventory count for you, send automatic stock alerts and generate purchase orders so you remain stocked always.

Creating a new Vendor

1. Go to the left navigation and click Inventory.
2. Now click the Vendors tab as shown in the screenshot.
3. The existing vendor’s list will appear on the screen.
4. You can tap on any vendor’s name to review or edit the vendor information.
5. Click to add a new vendor.

6. Enter the vendor information like name, address, contact number.
7. Click the Net Terms field and select the net payment term.
8. Once the information is filled in, click Save.

Adding a Designer

Note: The Designer tab is only meant for E-Commerce Enterprise users. It will appear in the Inventory section when the E-Commerce Enterprise module is enabled for that location in the backend portal.

1. Go to the left navigation and click Inventory.
2. Now click the Designers tab as shown in the screenshot.
3. The existing designers list will appear on the screen.
4. Click  to add a new designer.

5. A new window will appear, enter the designer name, write a description and insert an image.
6. Once done, click Save.

Adding a new Manufacturer

1. Go to the left navigation and click Inventory.
2. Now click the Manufacturer tab as shown in the screenshot.
3. The existing manufacturer’s list will appear on the screen.
4. Click  to add a new manufacturer.

5. A new window will appear, enter the manufacturer name in the Manufacturer field.
6. Turn on the toggle switch underneath Enable Brand if you wish to mark this manufacturer as a brand.
7. Enter the manufacturer description in the given field.
8. Click ➕Add Image button to upload the manufacturer’s brand logo.
9. Click Save.

How to add Inventory?

You can add stock or inventory from the Quantic backend portal. Once stock is added, the portal also allows you to filter the inventory by Stock Status (over or under), Category (item category) and Status (active or deactivated). Here are the steps you can follow to add inventory in the Quantic backend portal.

1. Login to your Quantic backend portal.
2. Click the Hamburger button on the top left corner.
3. Click Inventory (make sure you are on the Inventory tab) and click the ➕ icon on the top left.

4. The Add Stock screen appears. Here you can add item details with Item name, Sale Price and QTY (In Hand) being the mandatory fields. The description for other fields are as follows:

Note: The stock can only be created for those items that are already added in the backend portal. To add stock for any new item, you will need to create the item from the Category section by following this path – Catalog > Super Category > Category > Items.

Note: Before creating the item stock, make sure you have added the vendor and manufacturer in the Vendors and Manufacturers tab in the Inventory section.

• Vendor: Select the name of the vendor (who is supplying the said item) from the drop-down list. If you can’t find the vendor in the list, first add it from the Vendor tab under Inventory.
• Manufacturer: Select the name of the manufacturer (who is manufacturing the said item) from the drop-down list. If you can’t find the manufacturer in the list, first add it from the Manufacturer tab under Inventory.
• Item: Select the name of the item from the drop-down list. If you can’t find the item in the list, first add an item in the Catalog section.
• UPC: Unique Product Code.
• SKU: Stock Keeping Unit.
• COG: Cost of Good
• Margin%: Put the margin in %.
• Sale Price: Put the item sale price. If you want to set the sale price the same as the item price, click Same for Item Price.
• QTY (In Hand): Put the existing in-hand item quantity.
• Reorder Point: Put the item quantity at which you want the item to be reordered.
• Unit: Select the unit to measure the item, for example, number, kg, etc.
• Item Size: This field will tell the size of each piece if the unit is a piece.
• Item Size Unit: Select the item size measurement unit.
• Is Packet: Check this box if an item has been added as a carat or bundle.
• Packet Size: This field enables automatically when the Is Packet checkbox is marked. This field tells how many pieces are there in one carat or bundle.
• Note: Here you can add any note for the item you’ve added.

5. Once done, click Save.

6. The item stock will be added in the Inventory section. See the screenshot.

7. You can filter the inventory by applying the appropriate filter:

• Stock Status: Based on the Over inventory or Under inventory.
• Category: Based on the item category.
• Status: Based on the Active or Inactive items.

8. Moreover, you can also download the inventory in CSV or PDF by selecting the appropriate option.
9. Just filter the inventory by any of the three categories and click the CSV or PDF button to download the file in your system.

How to Generate a Purchase Order?

A purchase order is a legal document that a buyer sends to a vendor or supplier to authorize a purchase. Here are steps to be taken to create the one from the Quantic backend portal. 

Note: PO can only be generated for the items that exist in the backend portal. To create a PO for any new item, make sure to add an item and the vendor in the backend portal. Follow this path to add a new item Catalog > Super Category > Category > Items and associate it with a vendor in the Inventory tab.

1. Click the Hamburger button on the top left corner.
2. Click Inventory on the left navigation menu.
3. Click Purchase Order and click the ➕ icon.

4. Enter the details in the Create PO form.
5. Put the Vendor PO No., Bill To, Ship To.
6. Select the vendor from the Select Vendor drop-down list.
7. Select the item that you want to add in the PO from the Select Item field.
8. Once done, click Add Item.

9. Enter the details of the item you are creating the PO for.
10. In the QTY section, enter the item quantity that you want to order from the vendor.
11. In the Cost/Unit section, enter the per unit price of an item.
12. Enter the UPC, MPN and ALU details of an item.
13. To add more items, repeat the steps from selecting the vendor till the above step.
14. Click Generate PO or if you do not want to generate now, click Save & Hold.
15. On clicking the Generated PO button, the PO# Generated Successfully message will appear. Click the Download PDF button to download the PO in your system or you can click ✖️ if you do not want to download it now.

16. Once the PO is generated, you will be sent back to the Purchase Order section. Here you can review the purchase orders under the Purchase Orders List tab.

• • Clickto edit the PO.
  • Clickto email the PO.
  • Clickt to receive the item(s).
  • Click to delete the PO# from the list.

17. Click the Purchase Orders Received tab to review the purchase orders that have been received in the past.

Receiving a Purchase Order

After receiving the items ordered, you need to enter the actual quantity received in the backend portal. Doing this will update the item quantity (in-hand) in the portal. Here are the steps to receive the purchase order.

1. Once you create a purchase order, you will land on this screen. If you didn’t, make sure to click the Purchase Order List tab.
2. Click to receive the PO.

3. Enter the items received in the QTY Received field.
4. Click the Receive button on the top right corner.
5. Click Ok on the confirmation screen.

6. The purchase order pop-up will appear.
7. Click   to print the purchase order or click to download the purchase order.

How to apply auto-gratuity based on the balance due?

Now the auto-gratuity (in $ or %) can be applied if the total amount due exceeds the preset Gratuity Amount Limit. This feature can be implemented from the Configuration > Service Area in the backend portal. Here are the steps.

1. Login to the backend portal.
2. Click the Hamburger button on the top left and click the Configuration option on the left navigation menu.

3. Expand the Setup navigation.
4. Click Service Area.

5. Here you can edit the service areas to customize as per the need.
6. Click on the service area where you want to implement the auto-gratuity based on the amount due.
7. As an example, we have chosen the Quick Order service

8. In the Gratuity Amount Limit field, enter the amount due, which if exceeded, the gratuity will apply automatically.
9. Select the Gratuity Type– % or $.
10. Enter the gratuity value that should be added to the total amount due.
11. Click Save.

For example, you have set $20 as the Gratuity Amount Limit and $2 as the Gratuity Value. Now, if the total amount due is $26 (exceeds $20 Gratuity Amount Limit), the $2 gratuity will be added automatically to the bill, and the new balance due will be $28 (amount due + gratuity). However, if the total amount due remains $19 (less than the Gratuity Amount Limit), the auto-gratuity won’t apply, and the balance due will remain the same, i.e., $19.

Adding General Information in the backend portal

You can add or edit your location name, upload brand logo, change address, time zone, business name, all by yourself from the backend portal. Follow the steps below, navigate to the General Information section and edit your business information.

1. Log in to your Quantic backend portal.
2. Go to the left navigation and click Configuration.

3. Click the symbol in front of Setup. Doing this will explore further sections underneath the setup.

4. Click the General Information tab as shown in the screenshot.
5. The Business Information will be displayed on your screen.
6. Here you need to click the button on the top right corner.

7. Now you can tap on any field to edit or add the relevant information.
8. To edit or add your business logo, click the Browse button, select the image from the location in your system and upload it.
9. Click the Time Zone box and select the time zone from the drop-down based on where your business is located.
10. Similarly, you can add other details such as email, address, phone number, website, etc.
11. Once you are done with the changes, click Save Changes.

Note: Boxes marked with asterisk ”*” are mandatory fields and cannot be left empty.

Adding and Setting up the Service Area

Here you can add the service areas and customize them for better functioning. Let’s first begin with adding the service area.

Adding the Service Area

1. Begin by navigating to the Service Area under Setup.
2. See the screenshot for visual interpretation.
3. To add a new Service Area, start by clicking on the top right corner.

4. Click the on the bottom right below the service areas.

5. A new field will appear, tap on it and enter the name of the service area that you want to create.

6. Tap the Select drop-down in the Service Area Type column and pick the service area type.

7. Tap these checkboxes only if you want to enable them, otherwise leave them unchecked. Their description is given below.

• Enable Online: Check this box if the service area has to be enabled for the online orders.
• View Only: Check this box if the service area is meant just to display the menu online and not for accepting orders. (This setting will hide the Add to Cart button).
• Enable Self Order: Check this box to enable this service area for self-ordering.
• Status: Check this box if you want to activate this service area.

8. Click to save the settings.
9. Click to delete the service area.

Setting up the Service Area

10. Click in front of a service area under the Action column to start setting up that service area. The Setting screen will appear with lots of customization options. These options may vary for different Service Area Types. For example, this screen appears for the Main Dining service area. The description for the fields is given below.

• Call In Name: Enable this toggle switch (turn it red) to show the customer call in name input option for this service area.
• Default text message for delivery/pickup: Enter the default text message that you want to display for delivery/pickup.
• Disable Position: Turning on the toggle switch (turn it red) will disable the position selection for this service area.
• Enable Course: Turning on the toggle switch (turn it red) will enable the course selection for this service area.
• Enable Shipping Tax: Turning on the toggle switch (turn it red) will enable the additional shipping tax for this service area.
• Extra Charge List: Here you can select the extra charges that should apply on all orders under this service area.
• Reserved Display Time (in minutes): Enter the table reserve time (in minutes).
• Reservation Hold Time (in minutes): This is the holding time for a reserved table.
• Suggested Tip List: Enter the tip amount that you want to show on the payment screen. To enter multiple tip amounts, separate them with a comma “,”.
• Tax Class ID List: Select the applicable tax classes for this service area.
• Disable Tax Class List: Select the not-applicable tax class(s) for this service area.
• Gratuity Amount Limit: Here you can set the maximum amount due limit, which if exceeded, the gratuity will apply automatically.
• Gratuity Type: Select the gratuity type- % or Amount.
• Gratuity Value: Enter the gratuity amount that should apply when the Total Amount Due exceeds the Gratuity Amount Limit.

11. Once you are done with the settings, click Save on the top right corner.

Adding the Tax Class

Here you can add the tax class, set the tax rate (%) and mark them default tax or smart tax.

1. Go to the Tax menu on the left navigation.
2. Click on the top-right corner.

3. Click button.
4. A new field will appear. Enter the tax class name, set the tax rate (in %).
5. Tap on the Default Tax checkbox, if you want to set this tax as a default.
6. Tap on the Smart Tax checkbox, if you want to set this tax as a smart tax.
7. Tap on the Status checkbox to activate the tax class.
8. Click to save the settings.
9. Click to delete the tax class.

Setup the User Defined Payment method

User defined payment method section allows you to set up the most popular payment methods and customize them to fit the restaurant’s needs.

1. Go to the left navigation menu, expand the Setup section and click the User Defined Payment Method.
2. Click the button on the top right.

3. Click as shown in the screenshot. A new field will appear; enter the name of the payment method that you want to add.

• Tap the Exclude Gratuity checkbox if you want this payment method to be free of Gratuity.
• Tap the Enable Favourite checkbox if you want to set this payment method as a favourite.
• Tap the Enable Customer House Account checkbox to enable a payment method for customer House Account.
• Tap the Status checkbox to activate a payment method.

4. Click to delete the payment method.

How to create a new Terminal?

User defined payment method section allows you to set up the most popular payment methods and customize them to fit the restaurant’s needs.

1. Go to the Terminal tab on the left navigation menu.
2. To edit the existing terminal, click  in front of the terminal.
3. To add a new terminal, tap on the top right corner.

4. Click  the button on the bottom right.

5. On the Add Terminal screen, fill in the details as shown in the screenshot.
6. Enter the terminal name in the Name field.
7. Enter the short name.
8. Select the payment gateway from the Gateway drop-down.
9. Select the Receipt Printer to which you want to send the receipts for the orders received on this terminal.

10. Select the Terminal Type from the drop-down- POS, Self-ordering, QST, and QLite.
11. Add the description on the Description field that you want to display underneath the terminal name on the POS.

12. Once you have filled in all the details, you can perform the terminal-based settings. Please be informed that altering any of these configurations will change the settings for a particular terminal only. To change the settings for a particular terminal, go to the Terminal section and edit the terminal of choice. Below are the detailed descriptions of these settings:

• Enable Batch Close Terminal – Enabling this setting will allow you to close the batch for this terminal.
• Enable Online Order Notify – Enable this setting to be notified about the online orders. You will receive a notification on the POS as soon as a guest places an order on the online platform.
• Disable Redirection Until Tip Applied – Turn on this setting to disable the redirection until the tip is not applied on the credit orders. Enabling this setting won’t let you exit the order screen until the tip is not applied.
• Disable Print on Receipt Popup – Turn on this setting if you do not want to see the Print button on the receipt popup.
• Display Item Price in Ticket – Turn on this setting if you want the item price to be displayed on the ticket.
• Disable Auto Batch Print Report – Enable this setting to prevent the auto batch report from printing.
• Disable Cash Payment – Enable this setting to stop accepting cash payments for the orders from this terminal.
• Enable Terminal Based Service Area – Enable this setting to activate the terminal-based service areas.
• Print Receipt After Batch Close – Enabling this setting will print the receipt once the batch closes.
• Enable Tip Signature – Enabling this setting will allow the tip signature pad to appear on the screen.
• Enable Scale Measurement Automatically – Enabling this setting will open the scale measurement system automatically for the items to be sold by weight. The Scanning weight pop-up appears on the order screen, which shows the item weight measured on the integrated scale. You can also enter the weight manually, but you need to enable the Allow Manual Weight settings to see this feature.
• Allow Manual Weight – Enabling this setting will allow you to enter the item weight manually on the weight measurement pop-up screen. If you want the item wight to be shown automatically, please turn on the setting Enable Scale Measurement Automatically.
• Enable Meal – Enable this setting to activate the terminal-based meal.
• Customer Copy for Non-Cash Payment – You can print the customer receipt copy for all non-cash payments by enabling this setting.
• Enable Honeywell Scanner – Enabling this setting will activate the Honeywell scanner for this terminal. With the help of a scanner, you can add an item to the cart by scanning the barcode.
• Customer Copy for Cash Payment – You can print the customer receipt copy for all cash payments by enabling this setting.
• Redirection After Full Order Payment – Choose the option from the drop-down where you want the screen to redirect after a customer makes a full payment. You can either set the redirection to the pin pad screen or the landing service area. You can also disable the redirection from the drop-down.
• Redirection After Processing Send Command – Choose the option from the drop-down where you want the screen to redirect after clicking the Send button (to send an order to the kitchen) on the order screen. You can either set the redirection to the pin pad screen or the landing service area. You can also disable the redirection from the drop-down.

13. Once done, click Save.

How to set up the Store Hours?

Quantic allows you to set the restaurant’s daily hours of operation. You can set the store opening time and closing time or set the closing day(s) of the restaurant.

1. Go to the left navigation menu, click Store Hours, as shown in the screenshot.
2. Click the button on the top right corner.

3. By default, all the days are disabled , tap on the toggle switch in front of the day to enable when your restaurant is open for business. Enabling the toggle switch will display the empty fields to add store operational hours.

4. Tap on the first field to open the time picker. Scroll the list and select the time you want your restaurant to open.
5. Tap on the second field to open the time picker. Scroll the list and select the time you want your restaurant to close.
6. You can add more working hours to the day by clicking on button.
7. Be sure to click the Save Changes button to publish the recent changes.

How to create a meal period based menu?

A typical meal period could be a breakfast, lunch, dinner, Sunday brunch, happy hour, etc. You can even create special meal periods for special events like new year, valentine’s day, etc., and enable those meal periods to show up during a particular period. Suppose you want to create a special Lunch meal period, and you want the server to see it only on Saturday between 09:00 PM and 10:00 PM; here is what you need to do:

1. Go to the backend portal.
2. Create a meal period.
3. Associate the items/categories with that meal period. 

That’s it.Check out the detailed steps below.

Create a meal period

1. Navigate to the Configurations in the left navigation menu.

2. Search the configuration Enable Meal Period Based Menu and turn on the toggle switch next to it.

3. Login to the Quantic backend portal.
4. Tap the hamburger icon to open the left navigation menu.
5. Click the Configuration as shown in the screenshot.

6. Expand the Setup menu.
7. Scroll down and click the Meal Period.

8. Here appears the Meal Period screen, where you can add a new meal period and edit or delete the existing ones.
9. To create a meal period, click the button.

10. Click the button as shown in the screenshot.

11. A new screen will open; here you can name the meal period and set the start time and end time.
12. Tap on the toggle switch next to the day for which you want to enable the meal period.  symbol means the meal period is disabled for a day, and symbol means the meal period is enabled.
13. The Start Time and End Time fields will open next to it. Tap on the Start Time field and select the time at which you want the meal period to begin. Similarly, you can choose the end time as well. Or, you can enter the time manually in HH:MM AM/PM format.
14. Once done, click Save.
15. For example, in the above screengrab, we named the meal period “happy hour” and set its availability for Friday and Saturday from 8:00 pm to 10:00 pm.
16. Repeat steps 7-12 to create a new meal period.

Associate the meal period with an item

Note: You can associate multiple meal periods with an item, but please make sure that you have added all the needed meal periods by following the steps explained above.

1. Click the Hamburger icon and tap Catalog on the left navigation. Check the screenshot.

2. Click the Items tab.

3. Click on the item that you want to associate the meal period with.

4. Tap on the Additional Settings tab as shown in the screenshot.

5. Locate the Meal Period field, click on it.
6. Select the meal periods from the drop-down to associate them with this item. Click Select All to associate all the available meal periods with this item.
7. Once done, click Save at the bottom right corner.

In the above example, we have associated the “Well Whiskey” drink with the “Happy Hour” meal period. Doing this will make the Well Whiskey drink be available during the Happy Hour meal period only, on Friday and Saturday from 8:00 pm to 10:00 pm. Similarly, you can create a unique meal period for some special events like New year, Valentine’s day, etc.

Associate the meal period with a category

1. Click the Hamburger icon and tap Catalog on the left navigation. Check the screenshot.

2. Click the Category tab.

3. Click on the category that you want to associate the meal period with.

4. Tap on the Additional Settings tab as shown in the screenshot.

5. Locate the Meal Period field, click on it.
6. Select the meal periods from the drop-down to associate them with this category. Click Select All to associate all the available meal periods with this category.
7. Once done, click Save at the bottom right corner.

In this example, we have associated the “Bottled Beer” category with the “Happy Hour” meal period. Doing this will make the Bottled Beer category be available during the Happy Hour meal period only, on Friday and Saturday from 8:00 pm to 10:00 pm. Similarly, you can create some unique categories and make them available for specific meal periods.

Note: Please note that the meal period setting for an item will override the category’s meal period setting for this specific item.

Table Management

Quantic backend portal allows the clients to replicate the table positions of their restaurant. The tables can be added as per their exact specifications, such as shape, size, and position in the restaurant. The tables can be allocated serial numbers for easy identification. The tables can also be modified or relocated at any point in time. Once the table layout is created, the server can tap on a table (in the POS) to take orders on that table. It helps the servers take and serve orders with zero errors, especially when the their shift changes. The new server knows which table is occupied and which is not just by seeing the color coding on the table layout. The occupied table goes red, the partially paid table goes green, while the unoccupied table remains grey. Below are the steps on adding, editing, and modifying tables at your convenience from the backend portal.

1. log in to your backend using the username and password.
2. Tap the hamburger icon on the top left.
3. Click Configuration on the left panel.

4. Tap on the Service Area under the Setup menu.
5. The Service Area Configurations page will open up.
6. Tap under Actions in the Main Dining row. Please note, icon will be visible only for the Main Dining service area type.

7. The Manage Table page will appear. Here you can see the existing table layout, modify the table and add a new table.
8. Tap the Revenue Center tab and select the dining area where you want to set up the tables.

Adding a new table

1. To add a new table, tap on the top right of the Manage Table screen.
2. The Create New Table popup will appear. Fill in the table details as given below:
   • Table number – Enter the table number. Please make sure to assign different numbers to the tables for streamlined ordering. Similar table numbers may create unnecessary confusion for servers.
   • X Position – This is the position of the table on the horizontal axis.
   • Y Position – This is the position of the table on the vertical axis.

Note: You can set any default position for now and drag and drop the table to the desired position later on.

• Select Size for Table – Select the table size from the drop-down – You can choose from these options –  normal, medium, or large.
• Select Shape – This setting allows you to choose the shape of the table. The available options are circle, square, rectangle, triangle, etc.

3. Click Save to save the table layout settings.

Modifying the existing table

You can edit the shape and size of the virtual table at any point in time. Below are the detailed steps.

1. Hover your cursor over the table that you want to edit.
2. Tap as shown in the screenshot.

3. The Edit table screen will open.
4. Modify any of the given fields and once done, click Save.
5. You can also delete the table by clicking the button.

How does the table layout appear on the POS?

The table layout on the POS is the exact replica of the backend portal table management. Below you can see the backend portal table layout on the left and how that reflects in the POS, on the right.

7. The red table indicates that the table is occupied. Below is the detailed observation.
8. The timer on top is in HH:MM format. This is the time the guests have spent at the table. In the above example, the guests have been at the table for the past 04 hours and 18 minutes.
9. John D is the name of the employee serving the guests.
10. 2 is the table number.
11. The number 2 in the brackets ahead of John D is the number of guests at the table.

12. The table in green shows the order placed is partially paid, and some balance due is still remaining to be paid.
13. The grey tables are unoccupied.