SpicePOS User Guide

SpicePOS User Guide

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›Order Taking

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

Giving Manual Discounts

Associated Permission: Discount

Item Level Discounts

In case the user wants to offer a discount for a selected item, the user can simply use the tag icon appear after sliding the item row in the order pane to the left. If multiples of the item is selected in the order pane, the item wise discount will also multiply and apply to whole quantity selected.

app screenshot

This action can also be performed from the options menu appear after clicking on the item orw in the order pane.

app screenshot

Once the user clicks the discount option a pop up will show on screen, asking the user to enter either the percentage or the amount the user wishes to offer as a discount. After filling in the discount, the user can simply click "ok" and see the discount being added to the item.

Entering percentage discount:

app screenshot

Percentage discount applied:

app screenshot

An item level percentage discount is displayed in receipt as below:

receipt print

Entering amount discount:

app screenshot

Amount discount applied:

app screenshot

Item level amount discounts are displayed in receipt as below:

receipt print

Bill Level Discount

An authorized user is allowed to give a discount to the total amount of the bill with a single tap on the tag icon on the top right.

app screenshot

Once clicking the icon, a pop up will show on screen, asking the user to enter either the percentage or the amount the user wishes to offer as a discount. After filling in the discount, the user can simply click "ok" and see the discount being added to the bill.

Entering percentage discount:

app screenshot

Percentage discount applied:

app screenshot

A bill level percentage discount is displayed in receipt as below:

receipt print

Entering amount discount:

app screenshot

Amount discount applied:

app screenshot

A bill level amount discount is displayed in receipt as below:

receipt print

Automatic Discounts (Promotions)

Automatically applied discounts are set up from back-office. ex: buy 1 get 1 free discount Discounts for bill value exceeding a particular amount etc

Automatic discount setup is described under the topic items.

Once an automatic discount is applied on a bill, it will automatically appear in order pane in the corresponding place (in bill level or item level). When the discount is in the form of giving free issues, those free issued items will be shown with price zero. If such free items are not yet added to the bill, a suggestion will be shown in order pane.

Automatic discounts applied to a bill will be printed as a separate section in the final receipt and pre receipt.

receipt print

← Clear New OrderChange Item Price at Sale →
  • Item Level Discounts
  • Bill Level Discount
  • Automatic Discounts (Promotions)
SpicePOS User Guide

Links

www.spicepos.com
Back-Office

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