SpicePOS User Guide

SpicePOS User Guide

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›Back-Office Settings

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

General Settings Back-Office

Enable Shifts: Enable/disable shift management capabilities in POS terminals. In case the shift management is not specified, system does not provide the capability for cash till balancing. But still the user can get day summary for the day or can check back-office dashboard for reading daily sales breakdown.

Enable Goods Return: If enabled, goods returns feature will be available in POS terminals. Goods return report will be available in the back-office under sales management.

Sort Items By Category: If enabled, items in the POS terminal will be first sorted by category (Items in the same category will be shown together). Items within the same category will be sorted by the sort order specified in the back-office.

Show Margin In Order Entry: If enabled, margin of each item will be shown in order entry screen of POS terminal. The adjusted margin will be shown when discounts applied at item level.

Item Category limit: An item can have only a single category by default. If an item can have multiple categories, increase the value of this setting accordingly. This is specially required for complex item setups which need advanced browsing of items in POS terminal or advanced filteration in reports.

Ex: Bookshop scenario.

Category 1: POS display category Category 2: Publisher Category 3: Author

Setting in back-office:

Back-Office Screenshot

Items screen:

Back-Office Screenshot

Sales screen:

Back-Office Screenshot

Tag Supplier In Items: Identify supplier of each item from supplier bills and update in item so that supplier wise sales can be reported.

Items screen:

Back-Office Screenshot

Sales screen:

Back-office screenshot

Currency code: Currency code to be printed in bills and barcode labels. Single value allowed. Ex: USD / GBP / SGD / LKR

If currency code is not mentioned just the amounts will be printed in bills and barcode labels.

Bill with currency code specifiedBarcode label with currency code specified
Bill PrintLabel Print
Bill without currency code specifiedBarcode label without currency code specified
Bill PrintLabel Print

Enable bill categories: Advanced setting which will be available for customers purchasing in-person onboarding.

Enable territories: Advanced setting which will be available for customers purchasing in-person onboarding.

Order tags: Comma seperated list of tab Names which will be available in order details popup and charge screen for users to select. These tags can be used for entering custom details to orders. Ex: Urgency : Very-Urgent, Urgent, Not-Urgent

Setting specified:

Back-Office Screenshot

In order details popup:

App Screenshot

In order print:

Order Print

← Back-Office Settings HierarchyService Charge & Tax Settings →
SpicePOS User Guide

Links

www.spicepos.com
Back-Office

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