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Getting Started with Eats365 POS

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      • Getting started with Eats365 POS

Table of Contents

Getting started with Eats365 POS

New to the POS? Use this guide to help you get started with the Eats365 POS and integrate its features into your restaurant’s daily workflow.

This article outlines a collection of relevant step-by-step topics that can help you get started with your Eats365 POS.

Before you start

Check our list of compatible hardware devices including supported networks to ensure that you have the necessary equipment and meet the networking requirements.

Set up Eats365 POS

Connect your iPad to the internet

  1. Set up network-related hardware.
  2. Connect your iPad to a network.
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Set up your restaurant on the Eats365 POS

  1. Download and set up the Eats365 POS app.
  2. Add your restaurant’s information.
  3. Set up your restaurant media.
  4. Choose the General and System preferences based on your restaurant’s needs.
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Connect your printers

  1. Connect your printer to the POS.
  2. Set your printers for specific printing tasks. Configure your:
    • Receipt printer with a cash drawer
    • Kitchen Printers for each Kitchen Station
    • Kitchen Printer to print expeditor list
    • Receipt printer to print Shift Report
    • Receipt printer for tables

Organize your menu

Add menu items

  1. Create a Category.
  2. Create a Product Type and a Sub Product Type.
  3. Add Items.
  4. Add Modifiers and Modifier Master.
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Customize your menu and kitchen

  • Set a Kitchen Station
  • Customize the menu layout
  • Add Special Request Quick Keys
  • Add tiers to your menu Items
  • Set up Coursing
  • Set up a Custom Menu

To learn how to set up and use other Eats365 platforms such as PhotoMenu, Self Order Kiosk, Pay Station, and more refer to Modules.

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Manage tables

  • Set up your restaurant’s layout
  • Set up Dine-in service
  • Set up Queuing
  • Manage table statuses
  • Create a shared table
  • Add customers to their respective tables using the POS
  • Split and link tables
  • Clear a table

Start and end the day

  1. Sign in or sign out of the POS.
  2. Clock in or clock out of the POS.
  3. Officially start the day.
  4. Officially end the day.

Take orders

Create an order

  • Add Single Items or Combo Items to an order
  • Apply modifiers to an order
  • Manage new orders
  • Clone an order
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Manage an existing order

  • Search for orders
  • Lock orders
  • Remove Items from an order
  • Check an order’s status
  • Transfer an order to another table
  • Manually send Items to the kitchen
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Process payments

Set up payments

  • Set up tenders
  • Set a service charge
  • Create discounts
  • Set applicable taxes
  • Set a rounding method
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Process payments on the POS

  • Apply discounts to an order
  • Perform a Split Bill by Item or Split Bill by Amount
  • Apply taxes and service charges
  • Add a tip to an order
  • Handle payment returns
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Takeout, pickup, and delivery

  • Create pickup and delivery orders
  • Set up a pickup station
  • Set up Takeout service

Staff and reports

Manage staff-related tasks

  1. Set up a Staff List.
  2. Manage the staff’s roles and permissions.
  3. Manage your staff’s time sheets.
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Generate reports

View and manage the following reports:

  • Sales Summary
  • Daily Closing Report
  • Shift Report
  • Transaction Report
  • Sales Report
  • Payment Report by customer
  • Inventory
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Help

  • My POS says it’s offline
  • All my devices show as offline
  • My POS can’t connect to a printer
  • My printer isn’t printing
  • Set up Offline Mode to prepare for outages
  • My Android device is having issues with my Module

If you’re still having trouble with your POS, reach out to support.hk@eats365.com.

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