SpicePOS User Guide

SpicePOS User Guide

  • Help
  • SpicePOS
  • Login

›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

Receipt Printing Settings

Printed Bill Template

Bill Logo: Logo as printed on the bill. Should be a grayscale image file of jpg format.width,height: 255px. width:height = 2:1

Bill print

Receipt Company Name: Company name to be printed on the top of the receipt. Leave empty if you don't want to print company name (for an example, when your logo contains the company name).

Receipt Header Line 1 and Receipt Header Line 2: Usually the address and telephone number/(s) to be printed on the bill header is picked from the corresponding fields in the branch. But when those lines need custom alignment, the same text can be entered here while including spaces for aligning.

Address & phone number in branch | Printed bill :------------------------------: : :----------------------------: Back-Office Screenshot | Bill Print

Address & phone number in settings | Printed bill :------------------------------: : :----------------------------: Back-Office Screenshot | Bill Print

Custom Header Field 1,2,3: Custom field names are to be specified in these 3 settings. They are optional. Any number of settings out of those 3 can be specified. Once specified they will be prompted for value in charge screen. Entered values will be printed in bill header.

Settings specified in the back-office:

Back-Office Screenshot

Fields prompted in charge screen:

App Screenshot

Printed in bill headers:

Bill Print

Receipt Bottom Message: Custom message to customer that is printed at the bottom of the final bill. This field is also optional.

Receipt Printing Options

Include item price in receipt: If checked, item unit price will be printed for each item in the receipt.

Bill without unit priceBill with unit price
Bill PrintBill Print

Include Customer Info In Receipt: If checked, customer information section will be included in the receipt with space for customer signature in true copy.

Bill without customer infoBill with customer info
Bill PrintBill Print

Print Receipt True Copy: If checked, a true copy will be printed for receipt in addition to the original copy.

Original receiptReceipt true copy
Bill PrintBill Print

Allow Printing Separate Kitchen And Bar Receipts: If checked, an option will be available to print separate kitchen and bar receipts. Otherwise only one bill will be printed for an order.

Default - single billSeperate kitchen & bar receipts
Bill PrintBill Print

Daily Reseting Order Sequence

Daily reset Order Sequence: An incrementing order number will be printed in large font on KOT/BOT and bills. This number resets daiily to the original starting value unlike the bill reference number which ever increases. This kind of order is usuful for in store order tracking purposes. Ex: Quick service restaurant - customer and staff can communicate throughthis simple order number.

Start Daily Order Sequence At: Daily start sequence of the above enabled order number. Default value is 1. Can be set to a large value if the user does not want to start from 1.

Daily resetting order number in KOTDaily resetting order number in bill
KOT PrintBill Print

Rounding Decimals

Round Prices: If enabled, the prices will be rounded to two decimal places in the receipts and back-office reports. (TODO - chek behaviour and update. Delelop to this behaviour if unavailable). Enabling of this config is usually required when taxes or service charge is enabled.

Bill without round pricesBill with rounding prices
Bill PrintBill Print
← Service Charge & Tax SettingsPayment Method Settings →
  • Printed Bill Template
  • Receipt Printing Options
  • Daily Reseting Order Sequence
  • Rounding Decimals
SpicePOS User Guide

Links

www.spicepos.com
Back-Office

Follow Us

Facebook
Instagram
Copyright © 2021 SpicePOS