Foodnerd POS

Step 1: Open the Website*

Visit www.foodnerdpos.com
Click the “Join Now” button at the top right corner of the page.

Step 2: Fill out the Form

Enter the following fields in the form:
First Name*
Last Name*
Email Address*
Phone Number*
Create the password and confirm it.
Select your country from the “Country” drop-down.
Mark the given Captcha.
Click "Continue".

Step 3: Account Verification

A 4-digit PIN code will be sent to your given email/number.
On email, the provided PIN code will look like this:

Note: If you didn’t find the verification email in your given email, check your spam folder.
On mobile, the sent code will look like this:

Enter your 4-digit PIN code
Click the “Continue” button.
If you didn’t receive an email, click the “Resend Verification Code” link

Note: The verification code will expire after 10 minutes. Make sure to use it within 10 minutes.

Step 4: Enter Business Info*

Enter the location name in the “Location name” field.
Provide your phone number in the “Phone” field.
Choose your time zone from the “Select Timezone” dropdown list.
Select your currency from the “Select Currency” dropdown list.
Provide the following address fields:
Street Address 1
Street Address 2 (optional)
Choose your country from the “Country” dropdown list.
Choose your state from the “State” dropdown list.
Select your city name from the “City” dropdown.
click the “Continue” button.

Step 5: Choose Plan

Check the details of each package and select any of the following preferred plans:
Basic
Standard
Pro

Step 6: Addons (Optional)

Addons are the extra features to enhance the overall experience of using Foodnerd with some additional price:

Currently, there’re 12 addons available which can be selected as per the requirement
Upon selecting the addons, the dues will be added to the user’s cart automatically

Step 7: View Cart and Submit

Review your payment details in the cart for the selected package/Addons
Select any of the following payment methods:
Stripe
JazzCash
Cash
Click the “Submit” button

The request will be submitted and the account will be approved shortly from the admin side.

Step 8: Log in to Foodnerd

Visit www.foodnerdpos.com/manager/login
Enter your registered email address
Type the password, set during the signup process
Mark the “Remember me” check box to save login credentials
Click “Login”

The user will be signed in to the Foodnerd where the dashboard can be accessed from the navigation bar:

Step 1: Open the Website*

Visit www.foodnerdpos.com
Click the “Login” button in the top-right corner of the navigation bar.

Step 2: Enter Your Account Credentials

Input your registered email.
Enter your password.
Click the “Login” button.

Upon successful login, you will be directed to the dashboard.
Note: Don’t have a Foodnerd account? Take a look at the signup guide www.foodnerdpos.com/manager/join.

Forgot Password:

Step 1: Access the Forgot Password Section

Go to www.foodnerdpos.com/manager/login
Select the “Forgot Password?” link.

Step 2: Provide Your Registered Email

Enter your registered email.
Click “Send me reset password instructions.''

Step 3: Follow Email Instructions

Check your email for instructions.
Click on the “Change Password” link.

Step 4: Reset Your Password*

You’ll be redirected to the password change page.
Enter a new password.
Confirm it in the “Confirm new password” field.
Click “Change my password”.

Return to the login page and log in using the newly set password.

Change Language on Foodenerd

Step 1: Click Language Option

Click on the language option at the top right side of the navigation bar.

Step 2: Choose Language

Choose any of the following languages to apply:
Danish
Arabic
English
French
Urdu

Change Account Information

Step 1: Navigate to Account Info Page

Open the location page www.foodnerdpos.com/manager/locations
Click the “Account Info” icon at the top right side of the navigation bar.

Step 2: Change Name, Phone, Location
On the Account info page, look at the “Personal Information” section that holds the user's information:

Update any of the following fields:
First name*
Last name*
Phone number*
Update the selected location if required
Click the “Update” button

Enable Two-Factor Authentication
Two-factor authentication adds an extra security layer to the account:

Upon every login, you will receive a 4-digit PIN on your registered email address.
After entering that PIN, you will get access to your account.

Follow the following steps to enable two-factor authentication on the account.
Step 1: Enable Two Factor Authentication

Click the “Two Factor Authentication” checkbox under the “Personal Information” section
Then, click the “Update” button

Step 2: Enter PIN Code
A 4-digit PIN code will be sent to your registered email address

Enter the PIN code in the provided field.
Click the “Continue” button.
In case, you didn’t receive the PIN code, hit the “Resend Verification Code” option to resend it.

On the registered email, the PIN code will look something like this:
Change Account Password
Follow these steps to change your account password:

Open the “Account Info” page www.foodnerdpos.com/manager/join/edit and navigate to the “Change Password” section.
Enter your current account password in the “Current Password” field.
Enter your new password in the “New Password” field.
Confirm your new password in the “Confirm Password” field.
Then, click the “Update” button.

Add New Location/Store

Step 1: Add a New Location

Open the location page www.foodnerdpos.com/manager/locations
Click the “New Location” option on the navigation bar.

Step 2: Enter Business Info*

Enter the location name in the “Location name” field.
Provide your phone number in the “Phone” field.
Choose your time zone from the “Select Timezone” dropdown list.
Select your currency from the “Select Currency” dropdown list.
Provide the following address fields:
Street Address 1
Street Address 2 (optional)
Choose your country from the “Country” dropdown list.
Choose your state from the “State” dropdown list.
Select your city name from the “City” dropdown.
Click the “Continue” button.

Step 3: Choose a Subscription Plan

Check the plan details and select any of the following subscription plans:

Basic
Standard
Pro

Step 4: Select Addons (Optional)

Addons are the extra features apart from the subscription plan.
Scroll down and choose desired addons with some additional cost.

Step 5: Review Cart and Submit

Review the total payment in the cart for the selected plan/addons.
By default, the payment is “Cash” for adding a new location/store.
Click “Submit”.

Employees/HRM

Access Employee/HRM Page
The employee/HRM section manages the salary of all employees based on the set commission or flat percentage amount against orders. The commission is the fixed amount set for the employees against the order. While the percentage/flat is the specific amount of percentage or price from the total order’s price. You can add a new employee, search, edit, delete, view payment, and settle payment for the existing employee record.
Access Employee/HRM Page
Step 1: Choose Location/Store

Go to the location page www.foodnerdpos.com/manager/locations
Choose the particular location/store.

Step 2: Open Employees/HRM

Click the “Sidebar” icon at the upper left corner of the page.
Click the “Employees/HRM” tab in the opened sidebar.
Then, click the “All” option to see all employees.

The “Manage Employees” page will open and will show these employee's pieces of information in the table:

Name
Phone
Order (All Orders)
Total Commission (Employee's Total Earned Commission)
Percentage/Flat (Given Percentage or flat price against order)
Due (Total Dues of the Employee)
Paid (Total Paid amount to the employee)
Actions (To Perform Edit, Delete, View Payment, and Settle Payment Operations)

Add New Employee
Follow these steps to add new employees to the table.
Step 1: Add a New Employee

Click on the “New Employee” button at the top right side of the page

Step 2: Enter Personal Information*

Enter the employee’s name in the “Name” field.
Set or enter the employee's “Date of birth”.
Total Commission (Employee's Total Earned Commission).
Enter the Phone number in the “Phone” field.

Step 3: Enter Company Information*

Enter the joining date in the “Joining Date” field.
Enter the employee designation in the “Designation” field.

Step 4: Enter Commission Information*
All fields in the “Commission Information” tab are compulsory to mention:

Enter the basic pay of the employee in the “Basic Pay” field.
Enter the commission type (Flat Commission or Percentage Commission) from the “Select Commission” dropdown.
Enter the commission rate in the “Commission rate” field.

Step 5: Enter Address
All fields in the “Address” section are compulsory except “Address Line 2”:

Enter the addresses in the following fields:
Address Line 1*
Address Line 2
Select the “Country”, “State”, and “City” from the dropdown.
Click the “Submit” button.

Employee Search Filter
The employee search filter will search specific records of the employee based on the employee's name.

Enter the name of the employee in the “Employee name” field.
Click the “Search” button.

The search will display the specific record of the employee.
Step 1: Edit Employee
Follow these steps to edit the employees details
Open Edit Form

Locate the specific record of the employee.
Click the “Edit” link in the “Actions” tab.

Step 2: Edit Personal Information

Update the name of the employee in the “Name” field.
Update the date of birth in the “Date of birth” field.
Update the national identity number in the “CNIC” field.
Update the Phone number in the “Phone” field.

Step 3: Edit Company Information

Update the joining date in the “Joining Date” field.
Update the employee designation in the “Designation” field.

Step 4: Edit Commission Information

Update the basic pay of the employee in the “Basic Pay” field.
Update the commission type (Flat Commission or Percentage Commission) from the.
“Select Commission” dropdown
Flat Commission is the specific price against every order\
Percentage Commission is the specific percentage of the total amount of orders
Update the commission rate in the “Commission rate” field.

Step 5: Edit Address
All the fields in the “Address” section are editable:

Update the addresses in the “Address Line 1” and “Address Line 2” fields.
Update the “Country”, “State”, and “City” status.
Click the “Submit” button.

The particular record will be updated!
Delete Employee
Locate the specific employee record.

Click the “Delete” option in the “Action” column.

The particular customer record will be deleted!
Caution: Be careful before using the delete functionality because the process is irreversible.
View Employee Payment

Locate the Specific record of an employee.
Press the “Payments” option under the “Actions” tab.

The following employee's payment will be listed with these pieces of informations:

Date (Joining Date of the Employee)
Total amount
Already paid
Paid amount
Pending amount
Payment mode

Export Employee Payment Records in CSV, XLSX, and PDF

View the specific employee payment record
Click on any of the desired export formats (CSV, XLSX, or PDF ) at the bottom right side of the record.

Settle Employee Payment
Follow the provided steps to settle the employee payment
Step 1: Open Settle Payment Page

Locate a specific record of an employee.
Hit the “Settle” option under the “Actions” tab.

Step 2: Settle Payment

Enter the date in the “Date” field.
Update the total amount in the “Total amount” field.
The “Already paid” and “Pending amount” will be filled in automatically.
Enter the paid amount in the “Paid amount” field and the “Pending amount” field will be adjusted accordingly.
Select any of the following payment methods from the “Mode of Payment” dropdown.
Cash Credit, Card Bank, Deposit, Cheque, Others
Click the “Submit” button.

Customers

The customer page holds all the customer’s records with their order details. You can add new customers, delete, edit, or settle payments for existing customers. The settle payment feature is for the customer who pays partial dues of their orders and pays the remaining amount later.
Access Customer Page
Step 1: Choose Location

Open location page www.foodnerdpos.com/manager/locations
Choose a particular location/store.

Step 2: Go to Customer Tab

Click the “Sidebar Icon” icon at the upper left corner of the page.
Scroll down in the opened sidebar and click the “Customers” option.

Upon doing so, the “Manage Customer” page will open with the following features and information:

Search Filter
Customer’s Table

The customer’s table shows the following information about the customer:

Name
Customer’s Table
Email
Address
Loyalty Points (Customer-earned loyalty points)
Due Amount
Phone Number
Verified Status
Actions (Delete, Edit, and Settle Payments)

Add New Customer
Step 1: Add Customer

Click the “Add Customer” button at the top right side of the page

Step 2: Enter Customer Details
Enter the following required fields for the customer:

Name
Email
Phone Number

Provide the following address fields:

Door Name
Street Address 1*
Street Address 2
Select the “Country”, “State”, and “City” from the dropdown
Click the “Create Customer” button

The particular customer will be added to the record!
Customer Search Filter
The customer search filter shows the specific record from the table based on the following information:

Name, Email, Phone

Search Customer By Name

Enter the customer name in the “Name Contains” field.
Click the “Search” button.

Search Customer By Email

Enter customer email in the “Email Contains” field.
Click the “Search” button.

Search Customer By Phone Number

Enter the customer's phone number in the “Phone Contains” field.
Click the “Search” button.

Delete Customer Record

Locate the specific customer record from the table.
Click on the “Delete” icon under the “Actions” column.

The specific customer record will be deleted!
Caution: Be careful, pressing the delete icon will immediately delete the record without confirmation and the process is irreversible.
Edit Customer
Step 1: Go to Customer Edit Form

Locate the specific customer record in the table
Click the “Edit” icon under the “Actions” column

Step 2: Fill out the Form and Create Customer
Edit any of the following customer’s details:

Name, Email, Phone number
Update the address fields “Door Name”, “Street Address 1”, and “Street Address 2”
Select the updated “Country”, “State”, and “City” from the dropdown
You can also add a new address with the help of the “Add Address” option
Click the “Create Customer” button

Customer Settle Payment
Step 1: Go to Settle Payment Page

Locate the specific customer record from the table
Click the “Settle Payment” link under the “Actions” column

Step 2: Fill the Form

Select the specific order from the “Select Order” dropdown
Select the particular drawer from the “Select Drawer” dropdown
Enter the customer’s paid date in the “Paid at date” field
The “Total amount”, “Already paid”, and “Pending amount” will be filled in automatically
Enter the “Paid amount” in the given field and the pending amount will automatically be updated accordingly
Select any of the following payment methods from the “Mode of payment” dropdown:
CARD, CASH, Card, Easypaisa, GiftCard, JazzCash, Paypal, Quickpay, Stripe, UBL
Mention the “Additional notes” if required
Click “Submit”

Export Customer Records in a CSV, XLXS, and PDF

Scroll down to the bottom of the customer detail page
Click any of the desired formats (CSV, XLSX, and PDF) options at the bottom left side of the page

The customer record will be exported in the chosen format!

Drawers

Drawers are simply virtual cashiers that hold order records, processed with the cash payment method only. It manages all the incoming and outgoing cash in your store. On this page, you can add a new drawer, view each order's details, search specific drawer’s order reports, and add manual cash in and out entries to the business amount. Apart from that, you can also export the order’s details report in CSV, XLSX, and PDF format.
Access Drawers
Follow the provided steps to access drawers.
Step 1: Choose Location/Store

Open location page www.foodnerdpos.com/manager/locations
Choose your particular location/store

Step 2: Open Drawers

Click the “Sidebar Icon” at the top left corner of the page
Click on “Drawers” in the opened sidebar menu

The drawers report page will be opened with the following features and information:

Search Filter
Table with drawer information
Add New Drawer

In the drawers table, the following information will be available:

The “Drawer ID”, a unique ID assigned to each drawer automatically
The “Title”, is the name of the drawer and contains a link to the order details
The “Amount”, is the total amount of ordered cash
The “Date”, when the drawer was created
The “User”, to whom the drawer was assigned

Add New Drawer
Step 1: Click New Drawer

Click the “New Drawer” button at the upper right side drawer’s page

Step 2: Fill out the Form
A new drawer page will be opened. Fill out the “Drawer Information” form:

Enter your “Drawer title”
Select the available user from the dropdown to assign the drawer
Click the “Submit” button

The specific drawer will be created!
Important Note:

All subscription packages have 2 drawers support
For an additional drawer, purchase the “Additional Drawers/Machines” addons

View Drawers Details
Click the “Title” link of the particular drawer in the drawer table
You’ll see the following features and information:

Search Filter
Drawers Report Table

The Drawers report table will list the following information:

The “ID”, is a unique ID of the order
The “Drawer”, is the drawer name
The “Order No”, a unique customer order number
The “Type”, defines what action is being performed on the cash
The “Date”, is the order/cash date and time
The “Credit”, is the incoming cash amount against the order
The “Debit”, is the outgoing cash amount (not against the order)
The “Payment Mode”, is the name of the payment method
The “Notes”, a short description of the cash/order

Drawer Report Search Filter
Drawer search filter displays the specific record from the drawer table based on the following information:

Order No
Time Duration

Search Drawer Report Record By Order No

Enter your order no in the “Order No” field
Click the “Search” button

Search Record for Specific Time Duration

Choose your desired “From” and “To” date and time
Click the “Search” button

Manual Cash In and Out Entry
Cash in and out is the feature used to change the business amount. Cash-in feature is used when any extra amount is added to the business amount. Cash-out is the feature used when any cash is used from the business amount.
Cash in

Click the “CASH IN” button.
Enter the “Cash in amount” amount.
Write the “Notes” which is an optional field.
Select any of the following payment modes:
Cash Credit, Card, Bank Deposit, Cheque, Others
Click the “Cash in” button

Upon doing so, the cash-in entry will be added to the table.
Cash Out

Click the “CASH OUT” button.
Enter the “Cash out amount” amount.
Write the “Notes” which is an optional field.
Select any of the following payment modes:
Cash Credit, Card, Bank Deposit, Cheque, Others
Click the “Cash in” button

Export Drawer’s Order Report in CSV, XLSX, and PDF

Search specific drawer order reports.
Scroll down to the bottom of the drawer’s report page.
Click on the desired format option to export at the bottom right corner of the page.

Suppliers

The supplier page shows all supplier's information with their total, paid, and pending amount records. You can add new suppliers, delete, edit, view payments, settle payments, and search for existing supplier records.
Access Supplier Page
Follow these steps to access the supplier page.
Step 1: Choose Location

Go to the location page www.foodnerdpos.com/manager/locations
Choose a particular location.

Step 2: Open Supplier Tab

Click the “Sidebar” icon at the upper left corner of the page.
Scroll down in the sidebar and click “Suppliers”.

The “Suppliers” page will open with the following features and information:

Search Filter
Supplier Table
Add Supplier
Export Suppliers in CSV and XLSX format

Add New Supplier
Step 1: Open Supplier Form

Click the “Add Supplier” button at the upper right of the supplier page.

Step 2: Provide Supplier Details

Enter the supplier name in the “Name” field.
Provide supplier phone number without dashes.
Enter the supplier’s address in “Address Line 1”.
Enter the supplier's second address in the “Address Line 2”.
Select country, state, and city.
Click “Submit”.

Search Supplier By Name, Pending, and Paid Amount

Enter the supplier name in the “Name” field.
Select the supplier amount type (pending or paid) from the dropdown.
Click the “Search” button.

Delete Supplier Record

Locate the particular record entry supplier entry.
Click the “Delete” option in the “Actions” column.

Edit Supplier Record
Step 1: Click Edit Option

Locate the particular supplier entry from the table.
Click the “Edit” option under the “Actions” tab.

Upon doing so, the edit supplier page will open.
Step 2: Update Basic Information

Update the supplier name in the “Name” field.
Update supplier phone number.

Step 3: Update Address and Submit

Update the address in the following address fields:
Address Line 1*
Address Line 2
Update the country, state, and city
Click the “Submit” button

View Supplier Payment Details

Locate the particular supplier entry
Click the “Payments” option under the “Actions” tab

The supplier payment table detail will display these pieces of information:

Date (Payment entry date)
Total Amount
Already paid
Pending amount
Payment mode

Settle Supplier Payments
Follow these steps to settle supplier payments.
Step 1: Open Settle Payment Page

Locate a specific record of the supplier.
Click the “Settle” option in the “Actions” column.

Step 2: Settle Supplier Payment

Enter or select the date in the “Date” field
Enter the paid amount in the “Paid amount” field. (total, already paid, and pending fields will be filled and adjusted automatically)
Select any of the following payment methods from the “Mode of Payment” dropdown
Cash Credit, Card Bank, Deposit, Cheque, Others
Click the “Submit” button

Export Supplier Record in CSV and XLSX

Open supplier record page
Click on any of the following desired format buttons at the upper right side of the page:
Export CSV
Export XLSX

Activity

The activity page shows all the user-performed activities including the location/store name, date and time, username, and action of the activity. You can search for a particular activity on this page.
Access Activity Page
Follow these steps to access the activity page.
Step 1: Choose Location

Go to the location page www.foodnerdpos.com/manager/locations
Choose a particular location/store.

Step 2: Open the Activity Page

Click the “Sidebar Icon” at the top left corner of the page.
Click the “Activity” tab in the opened sidebar.

The “Activity” page will open and you will see the following features and information:

Search filter
Activity table

The activity table will show the following pieces of information:

Activity ID
Item ID
Item Type
Item Title (Activity Performed on the Particular Item)
Action (Description of Performed)
Availability
Location (Location/Store Name)
User
Created at

Activity Search Filter
Activity search filter searches the particular activity record based on the following information:

Activity ID
Traceback ID (Item ID)
Item Type
Action

Search Activity By Activity ID

Enter your activity ID in the “Activity ID” field.
Click the “Search” button.

Search Activity By Traceback ID (Item ID)

Enter your item ID in the “Traceback ID” field.
Click the “Search” button.

Search Activity By Item Type

Enter the item type in the “Item Type” field.
Click the “Search” button.

Search Activity By Action

Enter the action name in the “Actions” field.
Click the “Search” button.

Export Activity Records in CSV, XLSX, and PDF

Scroll down to the bottom of the activity page
Click on any of the desired export formats (CSV, XLSX, or PDF ) at the bottom right corner of the page

Expenses

Expenses are costs used from drawers (cashiers). It keeps the record of all outgoing cash from the drawer’s amount with the expense category, date, and drawer’s user name. You can add new expense records, search for the specific expense entry, and download the expense report.
Access Expenses Page
Follow these steps to access the “Expenses” tab:
Step 1: Choose Location

Go to the location page www.foodnerdpos.com/manager/locations
Choose a particular location/store.

Step 2: Open Expenses Tab

Click the “Sidebar Icon” at the upper left corner of the page.
Scroll down in the sidebar and click “Expenses”.
Click “more” to view all report options.

The “Manage Expenses” page will open with the following features and information:

Search Filter
Expense Table
Download Report Option

The expense table has the following pieces of information:

Expense Date
Categories
Expense For
Amount
Note
Created By
Actions

Add New Expense
Follow these instructions to add a new expense entry to the table:

Click the “Add Expense” button at the upper right side of the “Manage Expenses” page

A “New Expense” page will open.

Enter your following expense details in the form:
Expense for
Expense Date
Amount
Note
Select the drawer from the “Drawers” dropdown
Choose the expense category
Click the “Create Expense” button

Edit Expense Record

Locate the specific expense record entry
Click on the “Edit” icon in the “Actions” column

Update any/all of the following required fields:
Expenses for
Expense date
Amount
note
Update drawer from the “Drawers” dropdown
Update expense category
Click the “Create Expense” button

Delete Expense Record
Follow these steps to delete the expense record from the table

Locate the specific expense entry.
Click the “Delete” icon in the “Actions” tab.

Caution: Be careful before using the delete option. Once the delete icon is clicked, the particular record will be deleted immediately without any confirmation.
Search Expense Record
The expense search filter allows you to search expense records for a specific time duration.

Enter or select the “From” and “To” date and time.
Click the “Search” button.

Download Expense Report

Click the “Download Report” button at the upper right side of the “Manage Expenses” page

The expense report file will be downloaded!

Inventory Management

The inventory page contains the record of stock items, stock purchases, and stock wastes of your location/restaurant. First, you have to add a new stock location on the stock location page. Then, select the particular stock location and add purchases. Similarly, add stock items and wastes for the selected stock location. This same pattern is followed even to view the purchases, stock items, and waste records for the particular stock location.
Access Inventory Page
Follow these steps to access the inventory page.

Go to the location page www.foodnerdpos.com/manager/locations
Click the “Inventory” option on the navigation bar.

On the inventory page, you’ll see the following options on the navigation bar:

Stock Locations
Purchases
Stock Item
Wastes

Stock Locations
Stock location is simply a place from where we buy our stock. On the stock locations page, you can add new stock locations, view, edit, destroy, search, and export the existing stock locations records.
The stock location table will have the following pieces of information:

Location (your location/store name)
Title (name of the stock location)
Description
Default (whether the stock location is default or not)
Edit and Destroy options

Add New Sock Location
Step 1: Choose Location/Store

Open the location page www.foodnerdpos.com/manager/locations
Choose the particular stock location/store.

Step 1: Click New Stock Location

Click the “New Stock Location” button on the upper right.

Step 2: Enter Stock Location Details

Mark the “Default” checkbox if you want to declare it as a default stock location.
Enter the “Title” of the stock location.
Enter the stock location “Description”.
Click the “Submit” button.

Edit Stock Location
Step 1: Click Edit Option

Locate the particular stock location.
Click on the “Edit” option under the “Default” column.

Step 2: Update Information

Check/Uncheck the “Default” checkbox.
Update the stock location “Title”.
Update stock location “Description”.
Click the “Submit” button

Destroy Stock Location

Locate the particular stock location.
Click the “Destroy” option.

Search Stock Location

Enter the “Title” of the stock location.
Click the “Search” button.

Export Stock Location Record in CSV, XLSX, and PDF

Scroll down to the bottom of the stock location page.
Click on any of the desired export formats (CSV, XLSX, or PDF ) at the bottom right corner of the page.

Purchases
The stock purchase page will show all the purchased stock items with their purchase title, total amount, and date. You can add new purchases, edit, destroy, search, and export the existing purchase record.
View Stock Purchases

Locate the particular stock location from the stock location page Stock Locations
Click on the stock location “Title” link.

Upon doing so, the stock purchases page will open with these features and information:

Search Filter
Stock Purchase Table

The Stock purchase table will have the following pieces of information:

Stock Purchases (name of the purchased item)
Description
Total Amount
Purchase at
Edit and Destroy Options

Stock Purchase Search Filter

Click the “Search Filter Icon” at the upper right side of the page
Enter the stock purchase title in the “Title” field
Enter or select the “Created After” and “Created Before” date
Click the “Search” button

Add Stock Purchase
Step 1: Click New Stock Purchase

Click the “New Stock Purchase” button at the upper right side of the page

Step 2: Enter the Stock Purchase Detail

Enter the type of stock purchases
Select the “Purchase at” date
Enter purchase description
Select an ingredient from the drop-down
Enter the ingredient quantity
Select ingredient unit
Enter “Unit Price” and “Adjusted Price”
Enter the tax on purchase, discount, and reserved quantity of the ingredient
Click the “Add stock Item” and fill in the same form if purchasing more than 1 ingredients
Enter other charges on purchase and select the charge type

If you want to pay the supplier payment, check the “Relate Supplier” checkbox
Select a specific supplier from the dropdown
Enter the Paid Amount” in the provided field. (total and pending amounts will be filled and adjusted automatically)
Select the payment method and enter additional notes
Click the “Submit” button

Edit Stock Purchase
Step 1: Click Edit Option

Locate the particular stock purchase
Click the “Edit” option

Step 2: Edit Stock Purchase
Perform any of the following operations:

Update the type of stock purchases
Update the “Purchase at” date
Update purchase description
Update ingredient from the drop-down
Update the ingredient quantity
Update ingredient unit
Update “Unit Price” and “Adjusted Price”
Update tax on purchase, discount, and reserved quantity of the ingredient
Update other charges on purchase and the charge type
Add/Update the supplier from the dropdown (if added)
Update supplier “Total amount”, “Paid amount”, and “Pending amount”
Update the payment method and additional notes
Click the “Submit” button

Delete Stock Purchase

Locate the particular stock purchase
Click the “Destroy” option

Export Stock Purchase Records in CSV, XLSX, and PDF

Scroll down to the bottom of the stock purchase page
Click on any of the desired export formats (CSV, XLSX, or PDF ) at the bottom right corner of the page

Stock Items
The stock items page shows all the purchased stock item’s records with stock location name, item name, purchased quantity, purchased cost, consumed quantity, wasted quantity, wasted cost, remaining cost, reserved quantity, and measurement unit. You can add new stock items, edit, destroy, search, and export existing stock item records.
View Stock Items

Make sure you are opening stock items for the selected stock locations (as explained in the above section).
Click the “Stock Item” option from the navigation bar.

Search Stock Items

Click the “Search Filter Icon” at the upper right side of the page
Enter the ingredient name in the “Ingredients” field
Select stockable type from the “Stockable Type” dropdown
Enter or select the “Created After” and “Created Before” date
Click the “Search” button

Add New Stock Item
Step 1: Click Add New Stock

Click the “New Stock Item” button at the upper right side page.

Step 2: Enter Stock Item Details

Select an ingredient from the dropdown
Select the unit of the stock item
Enter the purchased quantity of the item
Enter purchased cost, wasted cost, and reserved quantity of the stock item
Select the stockable type and click the “Submit” button

Edit Stock Items
Step 1: Click Edit Option

Locate the particular stock item entry
Click the “Edit” button

Step 2: Edit Stock Item Details
Perform any of the following operations:

Update ingredient from the dropdown
Update the unit of the stock item
Update the purchased quantity of the item
Update the purchased cost, wasted cost, and reserved quantity of the stock item
Update the stockable type and click the “Submit” button
Destroy Stock Items

Locate the particular stock item entry
Click the “Destroy” option
Click “OK” to confirm the destroy action

Export Stock Items in CSV, XLSX, and PDF

Scroll down to the bottom of the stock item page
Click on any of the desired export formats (CSV, XLSX, or PDF ) at the bottom right corner of page

Wastes
The wastes tab shows the record of wasted stock items details with the item name, date, measurement unit, and wasted cost, You can add new stock waste items, edit, destroy, search, and export the existing waste item records.
View Stock Wastes

Make sure you’re opening stock items for the selected stock locations (as explained in the above section).
Click the “Wastes” option from the navigation bar.

Search Stock Wastes

Click the “Search Filter” icon
Enter the item name in the “Item Name” field
Select the stock type from the “Stockable Type” dropdown
Enter or select the “Created After” and “Created Before” date
Click the “Search” button
Add New Stock Waste
Step 1: Click New Stock Wastes

Click the “New Stock Wastes” button at the upper right of the page

Step 3: Enter Stock Wastes Details

Select the “Wasted At” date
Select the item name from the dropdown list
Enter the quantity of the wasted item
Select the unit of the wasted item
Click the “Submit” button

Edit Stock Item Wastes
Step 1: Click Edit Option

Locate the particular stock item waste entry
Click the “Edit” button

Step 2: Edit Stock Item Details
Perform any of the following operations:

Update “Wasted At” date
Update stock item name
Update the unit of the wasted item
Click the “Submit” button

Destroy Stock Item Wastes

Locate the particular stock item waste entry
Click the “Destroy” option
Click “OK” to confirm the destroy action

Export Stock Item Wastes in CSV, XLSX, and PDF

Scroll down to the bottom of the stock item waste page
Click on any of the desired export formats (CSV, XLSX, or PDF ) at the bottom right corner of the page

Reports

The “Reports” page shows different reports records such as items, menus, orders, rejections, ingredients, employee commission, supplier due, supplier ledger, purchase, profit and loss, stock item, and stock items waste reports.
In each report, you can search records, and export reports in CSV, XLSX, and PDF formats:

CSV (Comma Separated Values) is the file containing data separated by commas
XLSX (Excel Spreadsheet) is the file containing data in tabular format
PDF (Portable Document Format) is a file containing data in printable format

Access Reports Page
Follow these steps to access the reports page:
Step 1: Open Location/Store

Go to the location page Locations
Click on the particular location/store

Step 2: Open Reports

Click the “Sidebar Icon” at the upper left corner of the page.
Navigate to the sidebar and click “Reports”.
Click “More” to view all report options.

The “Reports” page will open with various report options:
Items Report
Item report shows the sales record of all the sold items including name, quantity, amount, wasted cost, purchased cost, and profit earned. Additionally, you’ll see the overall total amount, total cost, and total profit earned for all sold items in the item sales report table.

Navigate to the “Reports” page and click the “Items Reports” option.

An “Item Sales Report” page will open with the following features and information:

Search Filter
Item Report Table

The item report table has the following pieces of information:

Name
Count
Amount
Discount
Wasted cost
Cost
Profit

Item Sales Report Search Filter
Search Item Sale By Name
Follow these steps to search for any item by its name:

Enter your item name in the “Item name” field.
Press enter from your keyboard.

Search Item Sales Report For Specific Time-Duration
The search filter allows you to narrow down your item sales report based on specific criteria.
Follow these steps to use the item's sales report search filter:

Click the “Search Filter” icon at the upper right side of the screen
Enter or select the “From” and “To” date and time.
Select the order state from the “State” drop-down.
Select your menu item from the “Menus” dropdown.
Select the specific user from the “User” dropdown
Click the “Search” button.

Export Items Sales Report in CSV, XLSX, and PDF
Follow these steps to export the items sales report in CSV, XLSX, and PDF format:

Scroll down to the bottom of the items sales report page
At the bottom right corner of the page, you will see the following export option:
CSV, XLSX, PDF
Click any of the desired formats to export items sales report

Menus Report
Menus report shows the sales record of all menus sales report including item quantity, total amount, wasted cost, purchase cost, and profit earned. Moreover, you’ll see the overall total menu item amount, purchased cost, and total profit earned.
Take a look at this step to see the menu sales report:

Navigate to the “Reports” page and click the “Menus Report” option

A “Menus Sales Report” page will open with the following features and information:

Search Filter
Menus Sales Report Table

The menu sales report table will display these pieces of information:

Name
Count (total of each item count)
Amount
Wasted Cost
Cost
Profit

You can click on any of the desired menu names to view each menu item sales report:
Menu Sales Report Search Filter
Search Menus Sales By Menu Name
Follow these steps to search any menu by its name:

Enter the name of the menu in the “Menu Title” field
Press enter from your keyboard

Menu Sales Report For Specific Time-Duration
The search filter allows you to narrow down your menus sales report based on specific criteria. Follow these steps to use the menu sales report search filter:

Click the “Search Filter” icon on the right side of the page.
Enter or select the “From” and “To” date and time.
Select the order state from the “State” dropdown.
Select the specific user from the “User” dropdown list.
Click the “Search” button.

Export Menu Sales Report in CSV, XLSX, and PDF
Follow these steps to export the menu sales report in CSV, XLSX, and PDF format:

Scroll down to the bottom of the menu sales report page
At the bottom right corner of the page, click any of the desired formats to export items sales report:
CSV, XLSX, PDF

Orders Report
Orders report shows all order sales with order number, order type, tax, fees, service, and delivery charges, total order cost, purchased cost, and profit earned. Additionally, you’ll see the overall total sales for all orders.
Follow this step to view the orders sales report:

Navigate to the “Reports” page and click the “Orders Report” option

The “Order Sales Report” page will open with the following features and information:

Search Filter
Orders Sales Table

The order sales table has the following pieces of information:

Order Number
Created at
Order at
Completed at
Channel (Channel Name Through Which the Order was Placed)
Type (Order Types like Pickup, Eat-in, or Delivery)
Item Total (total items cost)
Delivery Charges
GST/VAT (Tax on Order)
Discount
Fees (Delivery and Service Charges)
Total (Total Customer Cost)
Cost (Total Purchased Cost of the Order)
Profit (Total - Cost)

Order Sales Report Search Filter
Search Orders Sales By Order Number
Follow these steps to search any order by its order number:

Enter your order number in the “Order No” field
Press enter from your keyboard

Search Order Sales Report For Specific Time-Duration
The search filter allows you to narrow down your order sales report based on specific criteria. Follow these steps to use the full search filter in the order sales report:

Click the “Search Filter” icon on the right side of the page.
Enter or select the “From” and “To” date-time.
Select users from the “Users” dropdown.
Select the order type from the “Type” dropdown.
Select the channel name from the “Channel” dropdown.
Select the particular employee from the “Employee” dropdown.
Select the state of the order from the “State” dropdown.
Select the specific drawer from the “Drawer” dropdown.
Select the payment method from the “Payments” dropdown.
Choose the particular shift from the “Shift” dropdown.
Click the “Search” button.

View Order Details

Locate the specific order from the table.
Click on the order number link.

View Total Order Sales
At the top of the order sales table, you’ll see the total sales on the left side and the total number of orders on the right side.

Click the “View More” button to view total sales details.

Total sales are the sum of the following costs:
Total Item Sales
Total Discount
Total Fees (Service +Delivery Charges)
Total Tax
Total Dues (Partial Order payments)

Export Order Sales Report in CSV, XLSX, and PDF
Follow these steps to export the order sales report:

Scroll down to the bottom of the order sales report
You will see the following export options at the bottom right corner of the page:
CSV, XLSX, PDF
Click on any of the desired format options to export order sales record

Rejection Report
Rejection report shows all rejected order reports with date-time stamp, amount, and reason for the rejection.
Follow this step to view the rejected orders:

Navigate to the “Reports” page and click the “Rejection Report” option

The “Rejected Order” page will open with the following features and information:

Search Filter
Rejected Order Table

The rejected order table has the following pieces of information:

Order Id
Date and Time
Channel
Type
Amount
Reason

Rejection Order Search Filter
Search Rejected Order By Order No
Follow these steps to search rejected orders by their order number:

Enter your order number in the “Order No” field
Press enter from your keyboard

Search Rejected Order For Specific Time Duration
The search filter allows you to narrow down your rejected order report based on specific criteria. Follow these steps to use the search filter for rejected orders:

Click the “Search Filter” icon at the upper right side of the page
Enter or select your “From” and “To” date and time
Click the “Search” button

Export Rejected Order in CSV, XLSX, and PDF
Follow these steps to export the rejected orders report in CSV, XLSX, and PDF format:

Scroll down to the bottom of the rejected order page
At the bottom right corner of the page, you will see the following export option:
CSV, XLSX, PDF
Click any of the desired formats to export the rejected order report

Ingredients
Ingredient report shows how much quantity of the particular item has been consumed along with their menu name. Follow this step to view ingredient details:

Navigate to the “Reports” page and click the “Ingredients” option.

The “Order Item Ingredients” page will open with the following features and information:
Search Filter, Ingredients table
The ingredients table will display the following pieces of information:
Ingredients Name
Menu Item (Ingredients Belong to particular Menu)
Consumed Quantity
Consumed Unit (Quantity Measurement)

Ingredients Search Filter
Search Ingredients By Name. Follow these steps to search for any ingredients by their name:

Enter your ingredient name in the “Ingredient name” field
Press enter from your keyboard

Search Ingredient For Specific Time Duration
Follow these steps to use the full search filter for Ingredients:

Click the “Search Filter” icon at the upper right side of the page
Enter or select your “From” and “To” date and time
Click the “Search” button

Employee Commission Report
Employee commission report shows the employee’s earned commission against orders either in flat price or commission percentage, whatever is set. Apart from that, you’ll see the overall total amount order, total paid, and payable amount to the employees. Follow the following step to view the commission report record:

Navigate to the “Reports” page and click the “Employee Commission Report” option

The “Employee Commission Report” page will open with the following features and information:

Search Filter
Employee Commission Report Table

The employee commission report table will show the following pieces of information:

ID (Order ID)
Completed at
Amount (Total Cost of the Order)
Commission Rate
Order Commission (Employee’s Earned Commission Based on the Commission Rate)

Employee Commission Report Search Filter
Search Commission Report By Name
Follow these steps to search for any commission report record by employee name:

Enter your ingredients name in the “Ingredient name” field
Press enter from your keyboard

Search Commission Report For Specific Time Duration
Follow these steps to use the full search filter for the commission report:

Click the “Search Filter” icon at the upper right side of the page
Enter or select your “From” and “To” date and time
Select the particular employee from the “Employee” dropdown
Click the “Search” button

Export Commission Report Record in CSV, XLSX, and PDF
Follow these steps to export the commission report record in CSV, XLSX, and PDF format:

Scroll down to the bottom of the employees commission report page
At the bottom right corner of the page, you will see the following export option:
CSV, XLSX, PDF
Click any of the desired formats to export commission report record

Supplier Due Report
Supplier due report shows the supplier information along with the payable amount for the purchase stock. Follow this step to view the supplier due report:

Navigate to the “Reports” page and click the “Supplier Due Report” option.

The “Supplier Due Report” page will open with the following things:

Search Filter
Supplier Due Report Table

The supplier due report table will show the following pieces of information:

Name
Payable Amount

Supplier Due Report Search Filter
Search Supplier By Name. Follow these steps to search supplier by its name:

Enter the name of the supplier in the “Name” field
Press enter from your keyboard

Search Supplier For Specific Time Duration
Follow these steps to use the full search filter for supplier due report:

Click the “Search Filter” icon at the upper right side of the page
Enter or select your “From” and “To” date and time
Select the particular supplier from the “Supplier” dropdown
Click the “Search” button

Export Supplier Due Report in CSV, XLSX, and PDF
Follow these steps to export the supplier due report in CSV, XLSX, and PDF format:

Scroll down to the bottom of the supplier due page
At the bottom right corner of the page, you will see the following export option:
CSV, XLSX, PDF
Click any of the desired formats to export supplier due record

Supplier Ledger Report
Supplier ledger report shows the information about the purchased stock along with their total, paid, and payable amount to the supplier. Follow this step to view the supplier ledger report:

Navigate to the “Reports” page and click the “Supplier Ledger Report” option

The “Supplier Ledger Report” page will open with the following features and information:

Search Filter
Supplier Ledger Report Table

The supplier ledger report table has the following pieces of information:

Purchase Date
Purchase Title
Purchase Amount
Paid Amount
Payable Amount

Supplier Ledger Report Search Filter
Search Supplier Ledger Record By Supplier Name. Follow these steps to search ledger record by supplier name:

Enter the name of the supplier in the “Name” field
Press enter from your keyboard

Supplier Ledger Record For Specific Time Duration
Follow these steps to use the full search filter for supplier due report:

Click the “Search Filter” icon at the upper right side of the page
Enter or select your “From” and “To” date and time
Select the particular supplier from the “Supplier” dropdown
Click the “Search” button

Export Supplier Ledger Report in CSV, XLSX, and PDF
Follow these steps to export the supplier ledger report in CSV, XLSX, and PDF format:

Scroll down to the bottom of the supplier ledger report page
At the bottom right corner of the page, you will see the following export option:
CSV, XLSX, PDF
Click any of the desired formats to export the supplier ledger report.

Purchase Report
Purchase report shows the information of purchased item stock including stock item name, quantity, measurement unit, cost per unit, and total purchased cost. Follow this step to view the purchase report record:

Navigate to the “Reports” page and click the “Purchase Report” option

The “Purchase Report” page will open and have the following features and information:
Search Filter
Purchase Report Record Table

The purchase report table will have the following pieces of information:

Purchased at
Stockable Type
Stock Location
Supplier
Name (Stock Item Name)
Unit (Measurement Unit)
Purchased Cost Per Unit
Purchased Quantity
Total (Total Purchased Unit Price)

Purchase Report Search Filter
Search Purchase Report By Name. Follow these steps to search purchase report by name:

Enter the name of the stock in the “Name” field
Press enter from your keyboard

Purchase Report Search Filter
Follow these steps to use the full search filter for the purchase report:

Click the “Search Filter” icon at the upper right side of the page
Enter or select your “Created After” and “Created Before” date and time
Select the stock type from the “Stockable Type” dropdown
Select the stock location from the “Stock Location” dropdown
Select the supplier name from the “Supplier” dropdown
Click the “Search” button

Export Purchase Report in an Excel File
Follow these steps to export the purchase report record in an Excel file:

Click the “Export To Excel” button at the upper right side purchase report page.

Profit and Loss Report
Profit and loss report shows the overall purchase (waste, tax, discount, and expenses costs) and sales (item sales, tax, discount, gross and net profit). Follow this step to view the profit and loss report:

Navigate to the “Reports” page and click the “Profit and Loss Report” option.

The “Profit and Loss Report” page will open with the following features and information:

Search Filter
Purchase Record
Sales Record
Net Profit

Purchase
The “Purchase” section will have the following types of costs:

Total Purchase Cost
Total Waste Cost
Total Purchase Tax Cost
Total Other Charges of Purchased Cost
Total Discount on the purchase
Total Expense

Sales
The “Sales” section will show the following types of sales costs:

Total Item Sales
Total Sales Tax
Total Other Charges of Sales
Total Discount on Sales
Gross Profit
Net Profit

Profit and Loss Report Search Filter
Follow these steps to use the profit and loss search filter:

Enter or Select the “From” and “To” date
Click the “Search” button

Export Profit and Loss Report in PDF
Follow this instruction to export the profit and loss report in PDF file format:

Click the “Export to PDF” button at the top right side of the “Profit and Loss Report” page

Stock Item Report
The stock items report page shows all the purchased stock item’s records with stock location name, item name, purchased quantity, purchased cost, consumed quantity, wasted quantity, wasted cost, remaining cost, reserved quantity, and measurement unit. Follow this step to view the stock items report:

Navigate to the “Reports” page and click the “Stock Item Report” option

The “Stock Item” page will open with the following features and information:

Search Filter
Stock Items Record Table

The stock item report table will have the following pieces of information:

Location (Store/Location Name)
Stock Location
Item (Item Name)
Purchased Quantity
Purchased Cost
Current Cost/Unit
Consumed Quantity
Wasted Quantity
Remaining Quantity
Remaining Cost
Reserved Quantity
Unit (Measurement Unit)

Stock Item Search Filter
Search Stock Item By Name. Follow these steps to search the stock items by their name:

Enter the item name in the “Ingredient name” field
Press enter from your keyboard

Search Stock Item For Specific Time Duration
Follow these steps to use the full search filter for the stock item report:

Click the “Search Filter” icon at the upper right side of the page
Select the stock type from the “Stockable Type” dropdown
Enter or select your “Created After” and “Created Before” date and time
Select the stock location from the “Stock Location” dropdown
Click the “Search” button

Export Stock Item Report in CSV, XLSX, and PDF
Follow these steps to export the stock item record in CSV, XLSX, and PDF format:

Scroll down to the bottom of the stock item page
At the bottom right corner of the page, you will see the following export option:
CSV, XLSX, PDF
Click any of the desired formats to the export stock item record

Stock Item Wastes Report
Stock item wastes report shows information about wasted items with quantity and wasted cost. Follow these steps to view the stock item waste report:

Navigate to the “Reports” page and click the “Stock Item Wastes Report”

The “Stock Items Wastes” page will open with the following features and information:

Search Filter
Stock Item Wastes Report Table

The stock item wastes report table has the following pieces of information:

Item (Item Name)
Wasted at
Unit (Measurement Quantity)
Wasted Cost

Stock Item Wastes Search Filter
Search Stock Item Wastes By Item Name. Follow these steps to search stock item wastes by item name:

Enter the name of the item “Item” field.
Press enter from your keyboard.

Stock Item Wastes For Specific Time Duration
The search filter allows you to narrow down your stock item wastes report based on specific criteria. Follow these steps to use the full search filter for the stock item wastes report:

Click the “Search Filter” icon at the upper right side of the page
Select the stock type from the “Stockable Type” dropdown
Enter or select your “Created After” and “Created Before” date and time
Select the stock location from the “Stock Location” dropdown
Click the “Search” button

Export Stock Item Wastes Report in CSV, XLSX, and PDF
Follow these steps to export the stock item wastes record in CSV, XLSX, and PDF format:

Scroll down to the bottom of the stock item wastes page
At the bottom right corner of the page, you will see the following export option:
CSV, XLSX, PDF
Click any of the desired formats to the export stock item wastes record

Orders

In the order section, you can see newly created orders, order sales reports, incoming and completed orders. All orders having errors or not processed due to any reason will display on the incoming order page. Let’s say your order limit exceeds and you’re creating a new order, it will be shown on the incoming orders page.
Step 1: Choose Location

Go to the location page Manager/locations
Choose the particular location

Step 2: Access Orders

Click the “Sidebar Icon” at the upper left corner of the page
Click “Orders”

Upon clicking “Orders”, you’ll see the following options:

New Order
Sale Order
Incoming Order
Completed Orders

Sale Order
Orders report shows all order sales with order number, order type, tax, fees, service, and delivery charges, total order cost, purchased cost, and profit earned. Additionally, you’ll see the overall total sales for all orders. You can search, view order details and total order sales, and export sales reports in CSV, XLSX, and PDF format.
Search Order Sales By Order Number
Follow these steps to search any order by its order number:

Enter your order number in the “Order No” field
Press enter from your keyboard

Search Order Sales Report

Click the “Search Filter” icon on the right side of the page
Enter the order number in the “Order No” field
Enter or select the “From” and “To” date-time
Select users from the “Users” dropdown from
Select the order type from the “Type” dropdown
Select the channel name from the “Channel” dropdown
Select the particular employee from the “Employee” dropdown
Select the state of the order from the “State” dropdown
Select the specific drawer from the “Drawer” dropdown
Select the payment method from the “Payments” dropdown
Choose the particular shift from the “Shift” dropdown
Click the “Search” button

View Order Details

Locate the specific order from the table.
Click on the order number link.

View Total Order Sales

Click the “View More” button to view total sales details

Total sales are the sum of the following costs:

Total Item Sales
Total Discount
Total Fees (Service +Delivery Charges)
Total Tax
Total Dues (Partial Order payments)

Export Order Sales Report in CSV, XLSX, and PDF

Scroll down to the bottom of the order sales report
You will see the following export options at the bottom right corner of the page:
CSV, XLSX, PDF
Click on any of the desired format options to export order sales record

Completed Order
On the completed order page, you can search for the completed orders, view completed order details, and export or print completed order details.
Search Completed Orders

Enter your completed order number in the “Orders” field
Enter or select the “From” and “To” date
Click the “Search” button

View Completed Orders Details

Locate the specific completed order
Click on the order to view its details

Export or Print Completed Order Details

Click on the particular order
Upon clicking, you’ll see the following two options on the right side:
PDF, Print Icon
Click on the “PDF” to download the PDF file of the completed order
Click the “Print Icon” to print the completed order receipt

Financials

In Financials, you can see subscribed package details and invoices for your subscriptions. You upgrade your subscription plan, add add-ons, or renew the package subscription. Furthermore, you can search for specific invoices and export invoice records in XLSX, CSV, and PDF format.
Step 1: Choose Location

Go to the location page Manager/locations
Click the particular location/store

Step 2: Open Financials Tab

Click the “Sidebar Icon” at the top left corner of the page
Scroll down in the opened sidebar and click the “Financials” tab
Upon clicking the “Financials”, you will see the following two options:
Invoices, Package

Invoices
The “Invoices” page has receipts of all the purchased subscriptions. In the invoices table you will see the following pieces of information:

Title
Start Date
End Date
Amount
Paid (Payment Status)
Actions (To View Invoice Details)

Search Invoice
Follow these steps to search for a specific invoice:

Click the “Invoices” dropdown.
Enter your invoice title in the “Title contains” field.
Choose the invoice status paid or unpaid.
Select the start and end date.
Click the “Submit” button.

View Invoice Detail
Follow these steps to view the invoice details:

Locate the particular invoice from the table.
Click the “View Invoice” link under the “Actions” column.

The invoice receipt of your subscription plan will be opened:
Packages
The “Packages” page shows the details of all active packages of the user under the “Active Packages” section:
Upgrade/Renew Package
Follow these steps to upgrade your subscription plan:
Step 1: Choose Package

Scroll down on the “Packages” page.
Select the specific plan to upgrade.

Step 2: Select Addons (Optional)

scroll down to the page and select the desired addons as per your need.

Step 3: Review Cart and Submit

Review your package and addons details to the cart
The payment method will be “Cash” by default
Click the “Submit” button

Update Subscribed Location
Follow these steps to update your subscribed location
Step 1: Choose Package

Choose your subscription package.
Click the “Update Subscribed Locations” option.

Step 2: Update Subscribed Location

Choose your updated location from the available dropdown.
Click the “Subscribe” button.

Order Tax Invoices

Order tax invoices page shows details of the tax against orders with the order number, reporting response from the tax authorities, and status. On this page, you’ll see the following types of order tax invoices:
Types Response Code/Response Body
Success 100 code
Failed 104 or above code
Unprocessed Empty Response code and Body
No Tax Invoice Empty Response code and Body
Step 1: Choose Location

Types	Response Code/Response Body
Success	100 code
Failed	104 or above code
Unprocessed	Empty Response code and Body
No Tax Invoice	Empty Response code and Body

Go to the location page Manager/locations
Click the particular location/store

Step 2: Access Orders

Click the “Sidebar Icon” at the upper left corner of the page
Click “Orders Tax Invoices”

Upon doing so, the order tax invoices page will open with the following pieces of information:

Order Number
Number
Reporting Response Code
Reporting Response Body
Status

Search Order Tax Invoice

Enter your order number in the “Order No” field
Select any of the following invoice types from the dropdown:
All, Failed, Unprocessed, No Tax Invoice
Click the “Search” button.

Failed Order Tax Invoices
Failed order tax invoices will show the reporting response body code 104 or higher:
Unprocessed/No Tax Invoice
Unprocessed/No tax Invoice will show the empty reporting/response body:

Printer Settings

You can add two types of printer settings either Wi-Fi or USB. For Wi-Fi printer settings, you’ve to provide the printer’s IP address and port number. Then, select the paper roll. For USB-type printers, choose the printer from the available options, allow access, and select the paper roll.
Add Wi-Fi Printer Settings
Follow these steps to add new Wi-Fi printer settings.
Step 1: Select Your Location/Store

Go to the location page Manager/locations
Click the particular location/store

Step 1: Open Printer Settings
A home page of your selected location will open:

Click the “Sidebar Icon” at the top left corner of the page
Click on “Settings” in the opened sidebar menu
Click the “Printer Settings” option.

Step 2: Choose Wi-Fi Printer Type

Enter “1” for Wi-Fi printer type.
Press enter or click “OK”.

Step 3: Enter Printer IP Address

Enter the IP address of your printer.
Press enter or click “OK”.

Step 4: Enter Port Number

Enter the port number for your printer.
Press enter or click “OK”.

Step 5: Select Paper Roll

Select your desired paper roll type 1(80mm) or 2(58mm).
Press enter or click “OK”.

Add USB Printer Settings
Follow these steps to add USB printer settings to your location/store.
Step 1: Choose USB Printer Type

Enter “2” for USB printer type.
Press enter or click “OK”.

Step 2: Allow Permission

Allow the necessary permissions for USB-type printers.

Step 3: Select USB Printer

A dialog box will appear with all available printers.
Choose the specific printer i.e. 1, 2, or 3.
Press enter or click “OK”.

Step 4: Choose Paper Roll

Select your desired paper roll type 1(80mm) or 2(58mm).
Press enter or click “OK”.

User Management

The user management section has two options: “Users” and “Roles and Permissions”. On the users page, you can manage all users including create, edit, delete, and assign roles operations. On the roles and permissions page, you can manage all user permissions including adding new permissions, assigning roles to the users, editing and deleting permissions roles operations.
Follow these steps to access the user management.
Step 1: Choose Location

Go to the location page Manager/locations
Click the particular location/store

Step 2: Open User Management

Click the “Sidebar Icon” at the upper left corner of the page.
Navigate to the sidebar and click “User Management”.
Upon clicking, you’ll see the following 2 options
Users, Roles and Permissions

Users
On the user page of your location, you’ll see the following features and information:

Search Filter
Users Records
Add New User

On the user page of your location, you’ll see the following features and information:

User (User ID)
Email
Parent (Main User of Location)
Role
Expiration (Expire Date)

Add New User
Follow these steps to add a new user.
Step 1: Click New User

Click the “New User” button at the upper right of the page

Step 2: Enter User Details*

Enter the user's email address in the “Email” field.
Choose the user role from the drop-down list.
Enter the user expiration date.
Enter the user’s first and last name.
Enter the user’s password and confirm it.
Click the “Submit” button.

Note: You can’t add users more than the number included in your subscription plan. For more users, you either have to upgrade your subscription plan or purchase addons.
Search User