Workflows & examples

When to use

Use these end-to-end examples to see how the F&B pages fit together.

Before you start

• Permissions: pos:use, pos:manage and pos:admin as noted on each page.
• No feature toggles are needed.

1. Launching a new dish

1. Create the item in F&B → Menu.
2. Attach a recipe in F&B → Recipes and check the estimated cost.
3. Sell it at the counter with the POS app, or key it in as an online order.

2. From POS sale to ready dish

1. Link the POS shop in F&B → Settings.
2. Complete a sale in POS; a kitchen ticket appears.
3. The kitchen moves it to preparing, then ready.

3. Taking a phone order

1. Create the order in F&B → Online Ordering.
2. Follow the kitchen ticket created with it.
3. Set the order to completed when the customer has the food.

4. Running loyalty

1. Create a program in F&B → Loyalty.
2. Enroll members by phone number.
3. Add points after each purchase; tiers upgrade automatically; customers redeem points.

Tips & common mistakes

• Set up the POS shop link before testing the kitchen.
• Fill in recipes before reading the estimated cost.
• Delivery partner orders are not pulled in automatically.

Related

• POS to kitchen
• Online ordering & delivery
• Loyalty