SpicePOS User Guide

SpicePOS User Guide

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›Billing

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

View Receipts

Receipts View

Associated permissions: View total daily sale

Receipt screen shows all final payment received bills for the day for the particular branch the user belongs to no matter whihc payment method or delivery method is used.

POS App -> Side Nav -> Receipts

Receipts in side nav:

Order Print

Receipts view:

App Screenshot

NumberField nameDescription
1Date & receipts countDate is always today since only today's receipts are shown in this window. The next number is receipt count for the day.
2Receipt detailsReference number *, customer, delivery method, date & time of billing in order. Here, the reference number is a unique number assigned by the system once the order is opened (described below in detail). Table number or room number will be shown for restaurants/hotels.
3Receipt amountBill value
4Daily total saleTotal sale for the day across all payment types.
5Search receiptsSearch receipt by reference number. Can search today's receipts as well as older receipts.
6Print day summaryPrint sales summary for the day from receipt printer.
7Refresh screenRefresh receipts screen and load latest receipt updates. Useful in case multiple POS devices are used.
  • For credit bills, the reference number will be shown in red

Reference Number Format

<Device ID>-<Incrementing Number within the Device>
Ex: 1-20

Device ID is assigned by the system automatically in device registration. Starts with 1 and will be assigned incrementally as new devices are used to sign into POS app.

View Receipt Details

If the user clicks on a receipt, it will provide a detailed view of the receipt including items, discounts, customer, payment method/(s), delivery method and related user/(s).

App Screenshot

NumberField nameDescription
1RefundRefund receipt.
2ReprintReprint bill or orders (KOT/BOT in the case of a restaurant, job ticket in the case of a service business)
3CancelCancel receipt and exclude from daily sales.
4More optionsCopy to new order option is available under more options.
← Delivery MethodsCopy Receipt to New Order →
  • Receipts View
  • Reference Number Format
  • View Receipt Details
SpicePOS User Guide

Links

www.spicepos.com
Back-Office

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