Follow this setup sequence to launch your establishment without missing essential connections between modules.
Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.
Before you begin
- Sign in to the appropriate workspace and check the establishment name at the top of the page.
- Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
- If an option is missing, check your plan and your role's permissions.
Setup steps
- Set up the structure. Add the establishment, menu categories, kitchens, stations and tables.
- Set up inventory records. Import inventory, create recipe cards and link them to menu items.
- Prepare your team. Create roles and employee records, configure pay schedules and add devices.
- Run a test. Place a guest order, accept it as a waiter, prepare it in the kitchen and close the order.
Check the result
The test order goes from the QR menu through to closure, stock is deducted, and the sale appears in Finance and reports.
Troubleshooting
- Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
- Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
- Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.