Menu options overview

The menu bar sits below the user name and company name in Back Office and is used to navigate the management console. Each section controls a different part of the system.

Items

• Products: Manage individual products, including names, prices and stock levels.
• Departments: Categorise products for better organisation and reporting.
• Groups: Group similar departments together for streamlined analysis.
• Lookup Menus: Set up quick-access menus for fast POS navigation.
• Sales Menus: Configure follow-on menus for upselling or guided selections.
• Messages: Customise follow-on condiment options linked to specific products.
• Promotions: Create and manage discounts, special offers and bundle deals.

Employees

• POS Users: Manage staff with POS access for daily tasks.
• Back Office Users: Control administrative access and system permissions.
• Attendance: Monitor and adjust staff clock-in and clock-out records.

Reports

• Sales Reports: View detailed sales performance insights.
• Scheduled Reports: Set up automated reports for regular updates.
• Shelf Labels: Manage printed shelf-edge labels.
• Terminal Reports: Access end-of-day summaries generated from POS terminals.
• Transactions: Drill down into individual sales transactions.

Customers

• Customer Management: View and edit customer details.
• Groups: Categorise customers for targeted promotions and reports.
• Credit Notes: Track issued credit notes for refunds or future purchases.

Gift Vouchers

• GiveaVoucher Setup: Configure online gift vouchers for GiveaVoucher.com.
• Orders: View and track customer voucher purchases.
• Promotions: Set up promotional incentives for gift voucher sales.
• Templates: Manage different voucher types and their attributes.
• Template Categories: Organise vouchers into easily searchable groups.
• Vouchers: View and manage issued, redeemed and outstanding vouchers.

Stock

• Orders: Create purchase orders for suppliers.
• Deliveries: Track and manage incoming stock deliveries.
• Returns: Process returned stock items to suppliers.
• Transfers: Move stock between locations or branches.
• Waste: Log and track stock wastage.
• Stock Take: Conduct and record stock level audits.
• Countdown: Set and monitor minimum stock levels.
• Suppliers: Manage supplier details and contacts.
• Recipes: Set up recipes linked to products that use multiple stock items.

Tables

• Areas: Configure table layouts and seating capacities.
• Table QR: Generate QR codes for self-service payments via the Pay at Table app.

Tapa Table

• Tapa Table Setup: Set up online reservations through Tapa Table.
• Table Areas: Group tables into logical areas such as Inside, Garden, Marquee, or Bar.
• Reservations: Manage and view upcoming table bookings.
• Services: Create and manage different dining services such as brunch or dinner.
• Packages: Customise fixed-price meal deals or add-on packages.

Payments

• Transactions: View and manage all payment records.
• Refunds: Process customer refunds and track transaction adjustments.
• Payouts: Monitor business payouts and settlements.
• Accounts: Review invoices and manage financial records.

Online Ordering

• iWantFed Setup: Configure your online ordering system.
• Menus: Select which items are available for online customers.
• iWantFed Orders: Track and manage online orders in real time.

Settings

• System Settings: Adjust pricing rules, VAT rates and global preferences.
• User Preferences: Customise user-specific settings and permissions.
• Payment Settings: Manage accepted payment types and configurations.
• Security Settings: Control access levels and authentication options.

Configuration

• Integrations: Manage third-party software and hardware integrations.
• Layouts: Adjust the Back Office interface and POS setup.

Organisation

• Company Details: Manage business information and settings.
• Branches: Configure multiple store locations and permissions.