Set up the restaurant POS

This is the setup guide for hospitality: a menu, a floor plan and table service. If you run a shop counter, use setting up the retail till instead. Both use the same Point of Sale app, and they are set up differently because a dining room and a counter are not the same job.

Prerequisites

Before you can use the POS, you need to set up:

1. Menu items: your dishes, drinks, and products
2. Tables: your dining area layout (optional for takeaway-only)

Step 1: Create Menu Categories

Go to Menu Management and create categories:

• Entrees, Mains, Desserts, Drinks, Sides, etc.
• Set a sort order to control the display

Step 2: Add Menu Items

For each item, enter:

• Name: e.g., "Margherita Pizza"
• Price: GST-inclusive recommended for hospitality
• Category: assign to a category
• Dietary tags: V (vegetarian), VG (vegan), GF (gluten-free), DF (dairy-free)
• Available: toggle off if temporarily unavailable

Step 3: Set Up Tables

Go to Table Management:

1. Create rooms (Main Dining, Outdoor, Bar, etc.) with grid dimensions
2. Add tables with labels (T1, T2, etc.), seat counts, and shapes
3. Use the floor plan editor to position tables on the grid

Step 4: Start Taking Orders

Go to POS:

1. Select a table (or choose Takeaway/Delivery/Pickup)
2. Add items from the menu
3. Adjust quantities and add special instructions
4. Record the payment (Cash, Card, Other). OneBookPlus does not take the card payment itself yet, so a card sale is tapped on your existing EFTPOS machine and recorded here
5. Close the order