Restaurant Ops Guides

Steps

1. Sign in, select the correct business, and wait for your access to load.
2. On phone, open Manage and choose Restaurant Ops when it appears.
3. On tablet, choose Restaurant Ops from the management sidebar when it appears.
4. Continue to Restaurant Setup, the plan screen, or the Restaurant Admin Dashboard shown for the account's current access.
5. If access is locked, ask an owner with permission to review Restaurant Ops under Billing.

Steps

1. Owner chooses Restaurant Ops from the Billing gateway or opens its paywall.
2. Choose the Restaurant Ops Monthly or Yearly option when plan selection is shown.
3. Use restore or restart when returning to a previous Restaurant Ops subscription.
4. Wait for the app to confirm Restaurant Ops access before opening the Restaurant workspace.

Steps

1. Confirm the Restaurant display name or keep the inherited business name.
2. Choose the Restaurant type.
3. Select every service mode the team actually uses: Dine-in, Takeout, Pickup, Delivery, or Third-party delivery where configured.
4. Choose the default store for Restaurant work.
5. Enable the approved Kitchen Flow, Daily Close, and Recipe Costing workflows needed by the business.
6. If dine-in is enabled, review whether a table should be required for dine-in orders.
7. Choose Save & Continue only after the required fields are complete.

Steps

1. Open Operations Setup and create the dining areas and tables the restaurant actually uses.
2. Set table names, capacities, and active state before opening dine-in service.
3. Create Kitchen stations and route the relevant products or categories to each station.
4. Open Personnel and confirm who has Restaurant Ops access before adding optional area, station, or work defaults.
5. Use Archive or Restore for configuration records instead of deleting operating history.

Steps

1. Open POS and choose New Order, or open the active order from Recent Orders or Open Orders.
2. Choose the service mode before adding its details.
3. For dine-in, select the table and guest details when required or available.
4. Add a Restaurant Customer, order label, staff member, or note when it helps service.
5. Start or save the order, then confirm the same order identity appears in Current Order.

Steps

1. Browse Menu Sections or search for the sellable item.
2. Check that the item or variation is currently available.
3. Choose the variation, modifiers, options, quantity, variable price, or line note when the item requires them.
4. Review the line summary before choosing Done or Add.
5. Confirm the line, quantity, and line total appear in Current Order.

Steps

1. Review the order number, service mode, table or delivery details, customer, items, discounts, taxes, and Amount Due.
2. Edit or remove an incorrect line before sending it.
3. Choose Send to Kitchen when the order is eligible and has not yet been sent.
4. Open Kitchen from the current order when the team needs to follow preparation.
5. Return to Current Order and continue service from the same Restaurant order.

Steps

1. Confirm the correct saved Restaurant order is open and review Amount Due.
2. Apply an eligible checkout discount and review the resulting preview when needed.
3. Choose Cash, E-Wallet, Card, or More Methods for Check or Gift Card, then enter the details the selected method asks for.
4. Review the recorded payment and complete the single final checkout action.
5. On Receipt, choose Print Receipt, Email Receipt, or No Receipt.
6. Wait for the Paid result before leaving the flow. Use Transaction Detail later when you need a historical copy.

Steps

1. Open Kitchen and select All Stations or the configured station you are working.
2. Use status and search controls to narrow the active line cards.
3. Review the order, table or service details, item, quantity, modifiers, notes, age, and timing shown.
4. Choose Start for a New line, Mark Ready for a Preparing line, or Serve for a Ready line.
5. Let the queue refresh and confirm the latest status before moving on.

Steps

1. Open the specific Kitchen item and review its latest status and available actions.
2. Use Rush only when the active line is eligible.
3. Use Recall when a manager approves returning the item to active work.
4. Enter the required reason before submitting Rush, Recall, or Cancel.
5. Confirm the exact action and line impact.
6. If another device changed the line first, refresh, review the new state, and decide again instead of repeating the old action.

Steps

1. Choose the dining area and review each table's availability and capacity.
2. Select an available table, enter the guest count, and add a staff member when allowed.
3. Confirm the table to create one open dine-in Restaurant order.
4. For an occupied table, review its active order and choose Resume Order.
5. Continue in Restaurant POS or open Kitchen with the selected order.

Steps

1. Choose New Reservation and enter the service date, start time, duration, and guest count.
2. Find available tables and select one that fits the party and time window.
3. Select an existing Restaurant Customer or enter the guest details the form allows.
4. Review the schedule, table, dining area, guest, and contact snapshot.
5. Confirm the reservation, then use Reservation Details to make allowed changes or cancel with a reason.

Steps

1. Open the confirmed reservation when the party is ready to be seated.
2. Review the reservation time, guest count, table capacity, and current live occupancy.
3. Choose Seat and let the app check the latest reservation and table status together.
4. Confirm that the reservation is marked Seated and one open dine-in Restaurant order is created and linked.
5. Continue in Restaurant POS with the seated party's table and guest details.

Steps

1. Open Order Detail for the active dine-in order.
2. To move the party, select an eligible target table and confirm the current Assign or Move action.
3. To cancel the business order and release the table, open the order-owned cancellation flow.
4. Enter the required reason and review the impact before final confirmation.
5. Return to Tables and confirm the board shows the latest table status.

Steps

1. Use Menu for recipe-backed prepared Items and Items for direct-stock sellables.
2. Create Menu Sections and place the right Restaurant items in each section.
3. Use Categories, Modifiers, Options, Units, and Discounts under Configurations to prepare reusable choices.
4. Choose Create Items for direct-stock sellables or Create Recipe for a prepared Item plus Recipe journey.
5. Review the active placement before expecting the choice to appear in Restaurant POS.

Steps

1. Create or select the prepared Item and confirm its name, category, selling price, and current configuration.
2. Set the serving target and add tracked Restaurant Ingredients.
3. Enter each quantity in the exact stock Unit required by the Ingredient.
4. Review line costs, Cost Preview, and any readiness warnings.
5. Save only after the Item and Recipe changes are valid and meaningfully different from the saved record.

Steps

1. Search or filter the Restaurant product and variation targets.
2. Select the exact target and review its current effective status.
3. Choose Available, Sold Out, or Unavailable.
4. Add the effective or expiry window when the override is time-bound.
5. Save, then confirm Restaurant POS reflects the resolved status after refresh.

Steps

1. Choose Record Waste and search for the tracked Ingredient or tracked direct-stock Item or variation that was actually wasted.
2. Confirm the target is tracked in the correct store and uses the expected stock Unit.
3. Enter the governed quantity and select the category or reason.
4. Review the item, quantity, Unit, and reason before confirming.
5. Return to the Waste ledger and confirm the new record appears.

Steps

1. Open Delivery Settlement and review the eligible delivery records and existing history.
2. Enter or import the supported settlement details when the screen allows it.
3. Review totals, row selection, and any exception before commit.
4. Confirm only the rows you intend to save.
5. Return to the history view and verify the saved settlement record.

Steps

1. Review the restaurant and business date at the top of Dashboard.
2. Open the Featured next action when it matches the work that needs attention.
3. Scan the operating pulse for order flow, Tables, Kitchen, availability, and close readiness that your role may see.
4. Use an available Quick Action to open the screen where the change is made.
5. Return to Dashboard and refresh to confirm the latest view.

Steps

1. Open Daily Close and refresh the latest totals before entering close values.
2. Review completed sales, recorded payment totals, delivery, waste, Kitchen or order exceptions, and expected cash.
3. Enter actual cash, including zero when that is correct, and add a note when allowed.
4. Acknowledge every blocking exception with the required explanation.
5. Save the Daily Close draft so the prepared values can be reviewed without locking the business date.
6. Have a manager with permission refresh and review the latest comparison again.
7. Choose Lock Daily Close only after that review and confirm the final lock action.
8. Confirm the locked result and use Reports for later read-only review.

Steps

1. Open Sales for restaurant sales totals and the current period.
2. Open Finance for collected and net sales, refunds, tax collected, cash-flow sources, gross sales, discounts, non-cash tips, and trends your role is allowed to see.
3. Use Reports for supported Food Cost, Menu Profitability, period, menu, station, table, close, delivery, waste, and service breakdowns.
4. Keep the selected business date or reporting period explicit while comparing values.
5. Open the related order, Daily Close, or service screen when follow-up is required.

Steps

1. Open Operational Audit with manager permission.
2. Filter or search the available history using the restaurant details shown on screen.
3. Open an event to review the person, reason, record, time, and before-and-after details when provided.
4. Open the related restaurant record when you need more detail.
5. Make any new correction in the related task. Audit history cannot be edited.

Steps

1. Open Restaurant Ops from Manage when it appears for your account.
2. Use the Restaurant Admin or Restaurant POS navigation to open an available task.
3. In Restaurant POS, use the local Orders, Menu, and Current sections to move through the active order.
4. Open Kitchen, Tables, Menu Management, or close work from the Restaurant workspace. Use Reservations only when it appears for your role.
5. Use Back or Exit to return to the restaurant screen you came from.

Steps

1. Use the Restaurant Top App Bar for POS, Orders, Kitchen, Tables, and other available destinations. Use Reservations only when it appears for your role.
2. Use the side panel for Admin Dashboard, Menu Management, Manage, Apps, and Standard POS when your role allows it.
3. Expect Restaurant POS to use a wider menu or Open Orders region beside Current Order when space allows.
4. Use wider Table, Kitchen, setup, Daily Close, and report layouts when screen space allows.
5. If the tablet narrows or rotates, continue the same task in the compact layout.