Getting Started with Eats365 POS
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Getting started with Eats365 POS
New to the POS? Use this guide to help you get started with the Eats365 POS and integrate its features into your restaurant’s daily workflow.
This article outlines a collection of relevant step-by-step topics that can help you get started with your Eats365 POS.
To learn how to set up and use other Eats365 platforms such as PhotoMenu, Self Order Kiosk, Pay Station, and more, refer to Modules.
Before you start
Check our list of compatible hardware devices and supported networks to ensure that you have the necessary equipment and meet the networking requirements.
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Tip: When the POS is experiencing network connectivity issues, Offline Mode is automatically activated so you can still maintain restaurant operations.
Set up Eats365 POS
Connect your iPad to the internet
DeleteSet up your restaurant on the Eats365 POS
- Download and set up the Eats365 POS app
- Add your restaurant’s information
- Set up your restaurant media
- Choose the General and System preferences based on your restaurant’s needs
Connect your printers
- Connect your printer to the POS
- Set your printers for specific printing tasks. Configure your:
Organize your menu
Add menu items
- Create a Category
- Create a Product Type and a Sub Product Type
- Add Single Items
- Add Combo Items
- Add Catering Items
- Add All You Can Eat Menu Items
- Add Modifiers and Modifier Master
- Create a Custom Item
Customize your menu and kitchen
- Set a Kitchen Station
- Customize the menu layout
- Add Special Request Quick Keys
- Add tier pricing to your menu Items
- Set up Coursing
- Set up a Custom Menu
- Create a Menu Template
Manage tables
- Set up your restaurant’s layout
- Set up Dine-in service
- Set up Queuing
- Set up Reservation
- Manage table statuses
- Add customers to their respective tables using the POS
- Share a table between different party groups
- Split a table for different party groups
- Join multiple tables together
- Clear a table
Start and end the day
- Sign in or sign out of the POS
- Clock in or clock out of the POS
- Officially start the day
- Officially end the day
Take orders
Create an order
- Add Single Items or Combo Items to an order
- Apply modifiers to an order
- Manage new orders
- Clone an order
- Switch order view
- Manage pre-orders
- Park and retrieve orders
Manage an existing order
- Search for orders
- Lock orders
- Remove Items from an order
- Check an order’s status
- Transfer an order to another table
- Manually send Items to the kitchen
- Update order quantity
Process payments
Set up payments
- Set up tenders
- Set a service charge
- Create discounts
- Set applicable taxes
- Set a rounding method
- Set up surcharge
- Integrate payment methods
- Add a new currency
- Create cash vouchers
- Create discount coupons
- Create gift cards
Process payments on the POS
- Apply discounts to an order
- Perform a Split Bill by Item or Split Bill by Amount
- Apply taxes and service charges
- Apply surcharge
- Add a tip to an order
- Handle payment returns
- Process a QR Code payment
- Use coupons and gift cards for payments
- Cancel or void gift cards, vouchers, and coupons
- Manage self-checkout orders
Takeout, pickup, and delivery
- Create pickup and delivery orders
- Set up a pickup station
- Set up Takeout service
- Manage orders from Delivery Integrations
Staff and reports
Manage staff-related tasks
DeleteGenerate reports
View and manage the following reports:
- Sales Summary
- Daily Closing Report
- Shift Report
- Transaction Report
- Pre-order Report
- Hourly Sales Report
- Weekly Sales Report
- Sales by Period report
- Sales by Item report
- Sales by Sales Category report
- Sales by Product Type report
- Item Sold Report
- Void and Returns Report
- Item Audit Trail Report
- Top-Up Credit Refund
- Discount Report
- Incoming Customers Analysis report
- Pay In and Payout report
- Queuing Statistics report
- Item Preparation Time Report
- Reconciliation Report
- On-premise Payment Abnormal Payment Report
- Staff Performance Report
- Payment Report by customer
- Inventory Adjustment Report
- Points Activity Report
- Menu Action Log
Help
- My POS says it’s offline
- All my devices show as offline
- My POS can’t connect to a printer
- My printer isn’t printing
- My Android device is having issues with my Module
- QR Code is not being printed on the ticket
- My printer is printing the same item multiple times
- The cash drawer doesn’t open
- My POS can’t connect to the internet
- My payment reader isn’t working
- I get a Close Shift error on the POS
If you’re still having trouble with your POS, contact the Eats365 ServiceDesk Team through WhatsApp.