SpicePOS User Guide

SpicePOS User Guide

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›Concepts

Getting Started

  • Before You Start
  • Download and start POS App
  • Sign Up
  • Sign In
  • Setting up Company Profile
  • Your First Sale

    • Setting Up a Few Items
    • Entering Your First Sale
    • Revisiting First Receipt
    • Clear Test Data to Start Afresh

    Software Walkthrough

    • App Walkthrough
    • Back-Office Walkthrough
    • General Features of a Back-Office View

Concepts

  • How SpicePOS Works
  • Working Offline
  • Data Retention Period
  • Company and Branches
  • Items, Categories & Item Groups
  • Discounts
  • Permissions, Roles & Users
  • Customers & Territories
  • Suppliers
  • Inventory Management
  • Settings
  • Employee Shifts & Day Cycle
  • Reports

Hardware

  • Hardware Requirements
  • Network Requirements
  • Hardware Setup

    • Setup Ethernet Printers
    • Connect USB/Bluetooth Printers
    • Connect Cash Drawers
    • Connect Barcode Scanners
    • Connect Barcode Printers

Users

    Setting up Users in SpicePOS

    • Roles & Permissions Setup
    • Users Setup
    • Actions on Users

    User Activities in POS and Back-Office

    • Sign In to SpicePOS
    • Sign Out of SpicePOS
    • Change User in POS
    • Change Password Option
    • Forgot Password (Owner Password) Option

Items

    Data Setup through App

    • Setup Categories through App
    • Setup Items through App

    Data Setup through Back-Office

    • Setup Categories through Back-Office
    • Categories File Upload
    • Setup Items through Back-Office
    • Items File Upload
    • Upload Images in Bulk
    • Items Quick Edit
    • Setup Additions
    • Setup Item Groups
    • Setup Discounts

Settings

    Back-Office Settings

    • Back-Office Settings Hierarchy
    • General Settings Back-Office
    • Service Charge & Tax Settings
    • Receipt Printing Settings
    • Payment Method Settings
    • Delivery Method Settings
    • Restaurant Specific Settings
    • KOT/BOT Printing Settings
    • Summary Print Settings

    POS App Settings

    • App Level Settings
    • General Settings in App

Sales

    Order Taking

    • Add Items to a New Order
    • Remove Items from a New Order
    • Locating Items in POS App
    • Working with Item Additions
    • Clear New Order
    • Giving Manual Discounts
    • Change Item Price at Sale
    • Save Order
    • Charge Order

    Ongoing Orders

    • Ongoing Orders View
    • Edit Ongoing Order
    • Void Items from Ongoing Order
    • Charge Ongoing Order
    • Void Ongoing Order
    • Copy Order to New Order
    • Send Kitchen/Bar Command
    • Split Order
    • Print KOT/BOT
    • Print Pre Receipt
    • Table Occupancy

    Billing

    • Payment Flow
    • Accepting Cash Payments
    • Accepting Card Payments
    • Accepting Customer Credit Payments
    • Accepting Customer Check Payments
    • Complementary Payments
    • Billing to Rooms
    • Accepting Custom Payment Methods
    • Split Payments
    • Delivery Methods
    • View Receipts
    • Copy Receipt to New Order
    • Refund Receipt
    • Void Receipt
    • Reprint from Receipt
    • Goods Return
    • Room Bills

    Sales Reports

    • Analytics Dashboard
    • Receipts Report
    • Sales Reports
    • Customer Payments Report
    • KOT/BOT Report
    • Goods Return Report
    • Room Bills Report

Shifts & Day Cycle

  • Day Cycle with & without Shifts
  • Shifts

    • Starting a Shift
    • View an Ongoing Shift
    • Closing a Shift
    • Recent Shifts History
    • Shifts Report in Back-Office

    PayIn/PayOut

    • PayIn/PayOut Screen
    • Add PayIn/PayOut
    • Delete PayIn/PayOuts
    • PayIn/PayOut in Back-Office
  • Printing Day Summary
  • Income/Expenses View

Customers

    Customer & Territories Setup

    • Setup Customers from App
    • Search Customers in App
    • Blacklist a Customer
    • Removing a Customer from Blacklist
    • Setup Customers from Back-Office
    • Customers File Upload
    • Setup Territories

    Customer Credit & Credit Settlement

    • Check Customer Credit from App
    • Settle Customer Credit
    • Customer Credit Reports

    Customer Cheques & Cheque Settlement

    • Customer Cheques View
    • Customer Cheque Lifecycle

    Customer Deposits

    • Accept Customer Deposit
    • Refunding Customer Deposit
  • Customer Dashboard

Suppliers

    Setup Suppliers

    • Setup Suppliers
    • Supplier File Upload

    Supplier Cheques & Cheque Settlement

    • Supplier Cheques View
    • Supplier Cheque Lifecycle
    • Issuing a Replacement Cheque

Inventory

    Manage Inventory from App

    • View Inventory from App
    • Print Inventory Snapshot
    • Add Inventory through App
    • Deduct Inventory through App
    • Print Labels in Bulk

    Manage Inventory from Back-Office

    • Inventory Snapshot Report
    • Inventory Movement Report
    • Inventory Transaction History
    • Individual Inventory Actions
    • Inventory File Upload

    Purchase Orders

    • Create Purchase Order
    • Actions on Purchase Orders

    Supplier Bills (GRN)

    • Create GRN
    • Actions on GRNs

    Stock Issuances (Transfers)

    • Create Stock Issuance
    • Actions on Stock Issuances

    Stock Takes

    • Add Stock Take
    • Actions on Stock Takes

    Supplier Returns

    • Create Stock Return
    • Actions on Supplier Returns

Inventory Management

Once you have set-up items in the system you can add stock for items which are marked as “track inventory”. Each and every branch defined in the system can have its own inventory independent of the other branches.

If your business is opening afresh then you don’t have to worry about opening stock. You can start enetring the new purchase bills. But if you have been running the business for a while you need to enter opening stock. For this the best option SpicePOs provides you is uploading opening stock through a CSV file.

Once you start running your store with SpicePOS you have to spend sufficient time managing your inventory properly. Based on the number of products in the inventory and level of traceability you need, you can use POS app or back-office for stock transactions.

Inventory Management through POS App

If your inventory is fairly simple (having few items), you can credit / debit stock from the POS App itself. If you need to print barcode labels, it’s also supported in the POS app. You can connect a supported barcode printer to the POS device and print labels for stock that you enter from POS app.

Stock adjustments, printing stock snapshot and checking available stock can also be performed from the POS app. But you have to login to SpicePOS back-office for accessing reports like inventory movements report and individual stock history report.

Inventory Management through Back-Office

More complex stock actions can be performed from SpicePOS back-office.

Ex: Purchase orders, GRNs, stock takes, stock transfers and supplier returns Such bulk actions can be exported as a PDF for authorization or filing if required.

Purchase Orders

If you expect to order items from your suppliers (rather than they come to your store for sales), you can raise purchase orders from SpicePOS back-office. These POs can be sent to the suppliers as a printed note or an email.

GRN

When you receive a PO you have issued previously, you can generate a GRN from the PO, do necessary changes and save. If your supplier comes to the shop for sales and delivery, you can directly create a GRN similar to generating a PO.

Stock Transfers

Multiple stocks can be transferred from a branch to another branch.

Supplier Return

Multiple stocks from the same supplier can be returned through a supplier return note.

Stock Takes (Stock Counts)

You can enter your actual stock (fully or partially) and apply it so that branch stock is adjusted. This generates a report with the differences in stock quantity and value.

Stock Adjustments

Individual stocks can be adjusted (credit, debit, transfer) to correct stock discrepancies.

Inventory Reports

Stock snapshot, stock moving report and individual stock history report can be generated from the back-office. Each report can be downloaded as PDF / CSV.

Automatic Stock Deductions upon POS Sales

POS sales deduct stock automatically. If an item has a specified bill of materials (recipe), stocks of the receipe items will be deducted by the specified quantities in the recipe (bill of materials).

← SuppliersSettings →
  • Inventory Management through POS App
  • Inventory Management through Back-Office
    • Purchase Orders
    • GRN
    • Stock Transfers
    • Supplier Return
    • Stock Takes (Stock Counts)
    • Stock Adjustments
    • Inventory Reports
    • Automatic Stock Deductions upon POS Sales
SpicePOS User Guide

Links

www.spicepos.com
Back-Office

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