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 setup, and reservation rules are correct.
- Review staff permissions - User permissions - Update access as roles change.