Your first-day checklist

Set up the shared records before taking real orders. This order helps you test prices, permissions and receipts with a small menu before opening the whole branch.

Set up in this order

1. Create your first branch in Manage › Branches and check its name and reference.
2. Set up Taxes & Groups and assign the appropriate group to your branch and products.
3. Review Payment Methods and activate the methods you accept.
4. Add menu categories, products, sizes and modifiers. Add recipes if you track ingredients.
5. Create users, give them roles and branch access, and set their individual Login PIN.
6. Create your Cashier, any Sub Cashier, kitchen and notifier device records.
7. Install the apps and activate each one with its own device code.
8. Configure receipt and kitchen printers, then tap Sync on the main cashier.

Check before opening

Place a small test order. Check its size, add-ons, tax, payment method and printed receipt. Sync again and find it in Orders and the relevant sales report.

Continue with your first branch, menu setup and printers.