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Setup

Everything the till needs configured, in one index. The menu calls it Setup; the screen is headed Sales setup.

Where: menu → Sales → Setup.

Most of this is set once when you open and then left alone. Printers and registers are the two you come back to.

Sales setup: the Selling, Catalogue and Customers groups, each tile opening a
screen of its own

Selling

Tile What it holds
Registers Your registers, their floats and card terminals, and which are switched on. You need at least one before anyone can take payment. More
Printers Receipt and docket printers, and a label printer.
Registers and printers Registers, card terminals, printers, receipts and dockets in one place, with what needs fixing. Once a shop switches to it, Registers and Printers leave the menu. More
Tables Floor plans for table service, and the table cards customers scan to order from the table. More
Appearance This device only. How this particular till looks.

Appearance is the odd one out. Everything else on this screen is your shop's, shared by every device signed in. Appearance is that screen's own. Set the back-bar till dim and the counter till bright and neither affects the other, or your staff's phones.

Catalogue

Tile What it holds
Categories How products group on the sell screen. Also what service hours bind to.
Product filters Extra ways to narrow the product grid — the tabs behind the filter icon.
Price adjustments Discounts and surcharges staff can apply, and the surcharges that attach to a category automatically.

Categories do more work than their name suggests. They group the grid, they are what service hours bind to, they carry the storefront's display order, and a category surcharge lands on every line in it. Getting them right early saves re-doing all four.

Customers

Loyalty programs — stamp cards customers earn and redeem. Appears only if loyalty is turned on for your site.

Order speed

The three Order speed switches with their defaults: Fast add off, auto-print
and the sound alert on

Three switches, saved the moment you flip them. Each confirms with a message; if a save fails you get Could not save: and the switch stays where it was.

Fast add to cart

Off by default.

Tapping a product on the Sell screen
Off Opens its options first; Add to cart puts it on the order
On Puts it on the order at once; options open beside it if it has any

On suits a counter where most things have no options and speed is everything. Off suits a kitchen where nearly every item needs a choice made.

Auto-print online orders

On by default. Prints the kitchen docket when staff accept an online order. Needs a docket printer.

Accepting an order is a promise to make it, so printing it is the expected behaviour — turning this off is the deliberate choice. If the printer fails the order is still accepted; staff see the print failure, not a lost order.

New order sound alert

On by default. A chime when a new online order arrives.

Mobile only, and unreliable on web and desktop. Never treat it as the thing watching your queue — the red strip across the top of Sell and Orders is what you rely on. See Orders.

Good to know

  • These three switches used to live in general settings. They are till behaviour, not shop identity, so they sit with the till.
  • Every tile here opens a screen that works on its own; nothing on this page needs saving as a whole.
  • The Setup row is visible to everyone. If you have set a bar on settings, a staff member below it is asked for a senior PIN when they tap it, rather than finding the row missing. With no bar set, nobody is asked.
  • One approval covers the visit, not the tap. Once a senior PIN has approved the way in, everything under Setup stays open until you leave it, so a manager does not have to stand there re-approving each tile.