Serve POS

In order to make your first sale through the Serve POS, you will need to create a virtual location to sell the item. This could be as simple as a numbered Table, or as complex as creating specific breakdowns of locations within your Venue.

Step 1 - Select the Venue tab, then Tables. You can add individual Tables, or a range of Tables from the black buttons on the top right hand side of the page. These tables can be toggled on and off as needed, or deleted, from this page.

Step 2 - If you wish to further define your venue to assist in reporting and performance management, you can select the Areas tab, and click the black "Add" button. You can then name it in the pop-up.

Step 3 - Select the Area you just created by clicking the pen "edit" button, and click the black “Assign tables” button. You can also remove tables, and toggle the Area open or closed from this page.

In order to access the POS, your team members will need to have an access PIN. This can be created from the Venue tab, by selecting Team from the drop down menu on the left. Simply click the black “add” button, assign a name, PIN, and Role. Then, define what permissions you would like the team member to have.

You can apply custom permissions, primarily advised for management. To be able to access Kiosk settings you will need to enable Kiosk Management.

Now you are ready to make your first sale! Simply follow these steps:

Step 1 - Enter your Serve PIN to the POS.

Step 2 - Choose the EPOS tab from the options at the bottom of the screen.

Step 3 - Select a table.

Step 4 - Select a menu section and item(s).

Step 5 - Select the shopping cart in the top right, and take payment via the “Card” button.

Step 6 - Use the bluetooth card reader to take payment. That’s it!

First things first - don’t forget to create a Team ID and ensure that your device is registered with the Venue. Using your unique PIN, or log in with an associated email and password.

Then, navigate the EPOS tab to find your desired Section. These can be colour-coded for ease of use in the Back of House during the Menu building process. You can also navigate directly to specific items with the search bar, or add a miscellaneous charge.

Once you enter the Section, choose the specific item you wish to add to the order. Again, you can still navigate directly to specific items with the search bar, or add a miscellaneous charge from this area of the app.

You can select multiple items here, and use the back arrow in the top left to go back to the previous Sections area. Once all your items have been chosen, click on the shopping cart in the top right button.

From here you can modify the checkout basket, add or delete items, write in item-specific notes (by pressing on the item name and clicking the black notes button) or add generic notes for the whole order. You can toggle for a receipt to be printed, as well as assigning a customer account (if previously created) or adding a discount.

Once you have selected a discount (these must be created in the back office as per - Price Modifiers: ) then you can simply select them with a press of a button. You can also scan a QR code or manually enter the discount code.

Finally, click the black “Card” button to process payments through the assigned bluetooth card reader.