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Restaurant Point of Sale Setup
Restaurant Point of Sale Setup
Angel Horowitz avatar
Written by Angel Horowitz
Updated over 2 months ago

Access

This feature must be enabled by our DaySmart Recreation support staff. If you are interested in using this, please create a ticket or email our team at [email protected].


Planning Stage

  • Before you start making products in DaySmart Recreation, it’s a good idea to plan out what products, add ons and modifications you’ll need. That way it will take as few steps as possible.

  • Draft your menu: think about all the products you’ll want to serve.

  • Identify Addons/Ingredients: Restaurant products can be single items, like chicken tenders. Or be composed of multiple addons/ingredients, like a supreme pizza. It’s a good idea to have all your addons mapped out now so you can build your products fast.

  • Identify Modifications for your addons and products: Modifications (like double, half, on-the-side) let you affect the price of products with optional steps, and keep everyone informed. Make your modifications first so that you can attach them to all your addons and products as you create them.


Modifications

  • In the global search box, type in "Restaurant Setup". Select the "Modifications" tab. Here you will define modifications which can be applied to restaurant items and ingredients.

    • 'Name' is what is printed on the receipts and kitchen tickets.

    • 'Description' is provided to hosts/staff when placing orders.

    • 'Constant Mod' is a $ value which will be applied to the product price.

    • 'Multiplier Mod' is a # value which will scale the base product price.

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Products

What's new? At the bottom of the Product form, you will now see a section called ‘Restaurant Settings’.

Click the arrow to learn more

  • ‘Is Trackable’ allows a product to be tracked through the restaurant pre->prep->delivery lifecycle without needing to be sent through the kitchen. This is useful for a product like drinks which you might also sell outside of the restaurant.

  • ‘Requires Fulfillment’ allows a product to be tracked, and associate addons/ingredients and modifications. These products must go through the kitchen and will only appear in POS layouts inside the Restaurant POS. When marking a product as ‘Requires Fulfillment’, you should see three new fields appear.

    1. Included Addons are default to a product and their price is `baked in` to the products price, removing them from a purchase in the POS will not affect the purchase price, modifying them will affect the purchase price.

    2. Available Addons are not default to a product, but can be added by the hosts. Add/removing them from the product will affect the purchase price.

    3. Modifications are attached to products and affect each addon individually.

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  • Now that you have modifications setup, start to create the addons and ingredients to be used in your restaurant products. Open the "products" page in DaySmart Recreation and create a new product. Add a Product Name, price, and category, then scroll to the bottom ofRestaurant

In the Restaurant Setup page in DaySmart Recreation, click on Restaurants. Define your restaurant's name, location, contact #, order buffer, max order marker, delivery locations and printers (make sure you have already created and set up your printers).

  • Order buffer is the number of minutes between when an order is due and when it should arrive in the kitchen. For example, if an order is set due at 2pm and the order buffer is 45 minutes, this order will be printed in the kitchen at 1:15pm. If the current time is past 1:15pm it will be printed immediately.

  • Order markers are placards commonly used in larger spaces to find the right table. If you use number markers, set the highest number you use here.

  • Delivery Locations are another way to denote where to delivery an order. Every order must have a delivery location. They can be broad, like dining room, or specific like table 7. If you use non-numeric order markers, like tokens write their names in as delivery locations.

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Point of Sale Layout

  • Now that you’ve got your restaurant all setup, it’s time to add your restaurant products to a POS layout.

  • In the global search box, type in "Restaurant POS". Open an existing POS layout or create a new one. In the toolbar, click ‘Edit Items’ to start editing the layout. Using the ‘+’ button in the toolbar, add categories to the top level to help keep your products organized. In each category add your sub-categories and products. Note: of you have not set up your Point of Sale yet, be sure to check out our Point of Sale Setup article first.

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Once everything is all setup, check out our Using the Restaurant Point of Sale help article on how to start using the Restaurant Point of Sale.

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