Before Service (Opening)
- Open a shift – Shift management – Enter starting cash and open the shift.
- Check menu availability – Menu items – Turn on items you are serving; turn off sold-out items.
- Review reservations – Reservations – Confirm today’s bookings and assign tables.
- Check table status – Tables – Ensure tables match the real floor (available, reserved).
- Verify printers – Settings – Test receipt and KOT printers.
- Check staff – Staff attendance – Ensure staff have checked in.
- Check inventory (if Inventory module enabled) – Inventory stocks – Review low-stock items, reorder if needed.
During Service
- Take orders – POS basics – Select table, add items, send to kitchen, process payment.
- Track waiter requests – Waiter requests – Respond to customer requests.
- Manage orders – Orders page – Filter and view orders, add payments, print receipts.
- Handle reservations – Reservations – Update status, assign tables, manage no-shows.
- Record expenses – Expenses – Log any expenses during the day. (First-time setup: Expense categories before recording expenses.)
- Manage kitchen KOTs (if Kitchen module enabled) – All kitchen KOT – Update status as items are ready.
After Service (Closing)
- Close the shift – Shift management – Enter ending cash, add notes, close the shift.
- Run Daily Closing Report – Daily closing report – Select date, view summary, export or print.
- Check due payments – Due payments – Review unpaid orders and plan follow-up.
- Reconcile cash – Compare Daily Closing Report with actual cash; note any difference and reason.
Weekly or Monthly
- Review Sales Report – Sales report – Export for accounting or planning.
- Review Item Report – Item report – See what sells and what does not.
- Review Expense Report – Expense report – Track costs.
- Check settings – Settings – Ensure printers, payment methods, and reservation rules are correct.
- Review staff permissions – User permissions – Update access as roles change.