Tables, Service Staff, Bookings, Modifiers, Kitchen – for Restaurants, Saloon, Service center & others

Enable Modules:

Go to System Settings & enable the below modules

1. Tables
2. Service Staff
3. Modifiers
4. Kitchen

Note 1: Enabling Tables & Service Staff will automatically enable Bookings module.
Note 2: Enabling Tables & Service Staff will automatically enable the reports for it. “Table Report” & “Service Staff Report”.

Table Module

1. Enable “Table” module as explained above
2. After table module is enabled go to Settings -> Table
3. Add all the table of your restaurants by selecting Business Location, Table name & Short Description(optional)
4. Tables are used in POS screen take order for a particular table.
1. If you have multiple locations & the logged in user have access to multiple locations then in POS screen you must select the Business Location to get table related to that location.

Service Staff

1. Enable “Service Staff” module as explained above
2. After Service Staff is enabled go to User Management -> Roles.
3. Go to – Create or Edit a role. Check the “Service Staff” checkbox for User Type to make to assign Service Staff permission to it.
4. Orders are assigned to Service Staff in POS screen.
5. “Service Staff” can see a new menu “Orders” which will help them to know all the orders for them. They can View the order item and change the order status.
6. Enable service staff for each product in a sale: To assign different service staff for each product in sales/pos screen, go to Business Settings -> POS -> Enable service staff in product line

Bookings

1. Enable “bookings” module as explained above
2. Go to the booking section from the left navigation.
3. There you will see all “Today’s Bookings”
4. Also, a calendar is present where you can “Double” click any date to add bookings for it. In add booking screen you can select the Location, Customer, Correspondent, Table, Service Staff, Start & End time. Also, notification can be sent to customers.

Modifiers

Modifiers are like extra stuff that can be added to a product, like extra cheese to a sandwich etc.

1. Enable modifiers module as described above.
2. Go to Settings -> Modifiers
1. Click on add
2. Give a new to modifier set. Like “Cheese”
3. Enter multiple Modifiers name & price. Like “Single” – 10, Double – 17
4. Save it.
5. Click on “Manage Product” for the modifiers.
6. Associate all products where this modifier can be used. Like Sandwich.
3. After modifiers are added, in POS screen when the product is added for sale, it will show the modifiers that can be used for this products. Like if we add Sandwich then it will display the “Cheese”, “Bread” modifiers.
4. Modifiers can be mostly used in Restaurants. Also, it can be used in various other similar businesses & shops.

Kitchen

1. Enable the kitchen module as explained above.
2. Go to Kitchen screen from left navigation.
3. Whenever an order is received in POS screen it will reflect in Kitchen screen.
• Order details can be viewed here.
• Orders can be marked as cooked. After marking as Cooked it will reflect in Order screen for service provider so that they can serve it the customer.

Auto-refresh kitchen & Order screen:

• The kitchen and order screen will auto-refresh after a certain interval.
• By default, the refresh duration is set to 600 seconds.

Service Staff Pin

Service Staff Pin

The Service Staff PIN feature enhances security and accountability in your sales process.

When enabled, it prompts the user adding sales to enter a PIN code of the service staff when they are selected for a sale.

This document explains how to set up and use the Service Staff PIN feature.

Enabling Service Staff PIN:

1. In add/edit users screen check the “Enable service staff pin” checkbox
2. Once enabled, a field for entering the Staff PIN will be displayed. This PIN code is required for the service staff to access the Point of Sale (POS) screen.

Using the Service Staff PIN during sells:

1. First, Enable service staff feature
2. On the POS or Sales screen, you will see a dropdown menu with a list of service staff members that can be selected for a sale.
3. When you select a service staff member, a popup modal will appear, requesting the entry of the PIN code.
4. If the correct PIN code is entered, the selected service staff member will be associated with the sale.
5. If an incorrect PIN code is provided, the selection of the service staff will not be allowed. You will need to choose a service staff member again to proceed.

Note:

1. It’s important to distinguish between the PIN code and the login password; they serve different purposes.
2. Each service staff member has a unique PIN code, ensuring individual accountability and security.

Kitchen Order (send order to kitchen or not)

Omolead for restaurants includes a kitchen feature that allows you to send orders to the kitchen for preparation. However, not all orders need to be prepared. In this document, we’ll explain how to use this feature effectively.

Enabling the Kitchen Feature:

1. To use the kitchen feature, you need to enable it.
2. Navigate to the POS screen in Omolead.
3. On the POS screen, you will notice a checkbox. When this checkbox is checked, it signifies that the order should be sent to the kitchen for preparation.
4. Orders without this checkbox checked will not be sent to the kitchen. They will be treated differently, such as for immediate service or other specific requirements.

Line Orders

Line Orders and All Orders:

In the orders screen, there are two sections. One is ‘Line Orders’ and the other is ‘All Orders’.

Line Orders:

The orders that are assigned to the service staff selected in the product line of the POS screen are displayed here.

All Orders:

All the orders made on the POS screen are displayed here.

You can also select a particular service staff to display the orders assigned only to that service staff.