Point of Sale - Getting Started

Introduction

The following article outlines the steps for logging in to the point of sale and configuring your preferences. Before you begin, ensure that you have completed your dashboard setup and then proceed to this step.

Table of Contents

Getting Started

How to Create an account eatOS

Discover how to create your account with eatOS Point of Sale in this quick guide.

Step 1: Tap on Create an Account

Step 2: Enter Required Information

1. First Name

2. Last Name

3. Email

4. Phone Number

5. Password

6. Country

7. Restaurant Name

8. Restaurant Type

9. View Seller Agreement and e-sign Consent

10. Tap on Create an Account

Step 3: Set PIN

a. Set and confirm PIN

Step 4: Select E-mail or Mobile Number to receive a confirmation code

Step 5: Enter OTP

Step 6: Lastly tap on Done

Set Up Your POS Time and Location

Setting up your point-of-sale system with eatOS Point of Sale is straightforward and user-friendly, allowing your employees to quickly learn and navigate the system with ease.

How to set location and time

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Access the full guide on building your menu through your point-of-sale system by clicking here.

Alternatively, you can utilize your dashboard and menu management template to construct your menu. Explore the complete guide article on creating your menu by clicking here.

Below is your order screen featuring a demo menu.

Navigating the New Order Screen

The order screen on your Point-of-Sale system is designed to make transactions faster and easier. It has simple features and an easy-to-use design, so you can check it out quickly.

Here are the main parts of the new order screen:

a. The restaurant logo at the top lets you show or hide the menu by tapping on it, so you can choose how the screen looks.

b. Underneath the logo, you'll find tabs for making a new order, managing tables, and checking tickets. If OrderOS is enabled, you'll also see its tab here.

c. There's a new Reports tab just below the Tickets tab. It lets users quickly access detailed sales reports whenever they need them.

d. At the bottom of the screen, you'll see the eatOS icon. Tap on it to go to our online help desk for fast assistance with any support questions or issues you have.

a. The "Switch User" function lets you change the user account you're currently using.

b. The User Profile icon allows you to see whether you've clocked in or out and gives you a summary of your shift.

c. The central indent arrow in the Point of Sale Settings allows you to access all settings easily. Tap or swipe down on the arrow box to open the settings menu.

d. Clock: Display the current time

e. Refresh: Update the screen content.

f. The WiFi icon: Shows the network connection status

g. The Support icon allows users to access chat support directly within the app.

h. Notification Bell: Alerts for messages or updates

i. Order Preview Tools icon:

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POS Settings

Navigate and customize your POS settings using simple steps to tailor your checkout process to match your unique business requirements.

With our user-friendly interface and comprehensive features, optimizing your Point-of-Sale system has become simpler than ever before.

How to access the POS settings:

Option 1a: Tap the drop-down arrow icon.

Option 1b: Slide down the screen.

Either of these actions will uncover the option to access the Settings Screen.

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Setup End-of-Day Automatically

This section will provide you with the necessary steps to configure your end-of-day from your POS system.

Step 1: From your new order screen tap the drop-down arrow (a) or slide the setting bar down (b):

Step 2: Tap On Restaurant

Step 3: Select End-of-Day

Step 4: Toggle on the button to set an End of Day reminder.

Step 5: Set a Reminder Time

Step 6: Next, toggle on or off to run the automatic task

Step 7: If toggled ON select a time to run the auto end-of-day task

Step 8: If the automatic task is enabled, the following task will run automatically:

a. Clock Out employees

b. Close Drawer

c. Print EOD receipt report

d. Print employee data on sale summary receipt

e. Close paid orders

f. Cancel unpaid tickets

Step 8: Finally, add a user to send daily operation reports to

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Manually start the End of Day task

Step 1: Tap on Start End of Day button.

Step 2: Start performing the following tasks:

a. Unpaid Checks - Cancel unpaid tickets

b. Open Checks - Close paid orders

c. Clock-in Employees - Clock out all employees still clocked in

d. Cash Register Activity - Close cash drawer

Step 3: After completing the manual task tap on Close Restaurant

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Location Settings

Step 1: Tap on Restaurant.

Step 2: On the left-hand navbar tap on Location Settings

Step 3: Toggle On/Off on the features you want to be enabled

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External App Features

Timed Pricing

For timed pricing, you can set it up to suit your preferences. To learn more about Timed Pricing click here.

Menu Management

To build your menu from the POS, begin by adding your default modifiers.

Default Modifiers

Step 1: Navigate to the Settings page

Step 2: Tap on Menu

Step 3: Tap on Default Modifiers

Step 4: Tap on Add and enter the required information.

a. Default Modifier Name , Custom default modifier name, e.g., Mayo, Ketchup

b. Default Modifier Type , For type, you can select exceptional or normal,

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Modifiers

This section will provide you with the steps necessary to successfully add a new modifier.

Begin creating your modifiers or Add-ons:

Step 1: On the left-hand navbar tap on Modifiers

Step 2: Tap on Add

Step 3: Enter the required information

a. Order type tag

b. Modifier Name

c. Can this modifier be served?

d. Does this modifier have options? (Enter the modifier options. At least one option should be selected if marked.)

e. How many options can the customer select? (Mark if a customer can choose more than 1 modifier. Select how many options are available.)

Step 4: Tap on Save once completed

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Add-ons

The following section will provide the necessary steps to add an Add-on.

Step 1: On the left-hand navbar tap on Add-Ons

Step 2: Next tap on Add

Step 3: Enter the required information:

a. Order type tag (Select the applicable order type for which the add-on will be displayed. The add-on will only be visible for the selected order type)

b. ADD-ON Name Ex (French Fries)

c. Does this Add-On have options? (If add-ons have options, enter the add-on options, and at least one option should be selected)

d. How many options can the customer select? (Select how many options a customer can select)

Tap on Save once completed

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Groups

The following section will teach you how to create a new group from your Point-of-Sale system. Follow the guide for an easy setup process.

Step 1: On the left-hand navbar tap on Groups

Step 2: Tap Add

Step 3: Enter the required Information (Field with * = Mandatory)

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Categories

This section will help guide you on how to add new categories.

Step 1: Tap on Menu Management

Step 2: On the left-hand Navbar tap on Categories

Step 3: Tap on Add

Step 4: Enter the required information:

a. Category Name

b. Course Name

c. Category Position

d. Course Position

e. Enter the menu name (how the category will be displayed on the screen)

f. Assigned Printer (Select a designated printer)

g. Parent Category (Select the parent category i.e., Food (Parent category) Sandwiches (Subcategory))

h. Products (Select products that will be applied to the subcategory)

Step 4: Tap on Save once completed

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Products

This section will guide you through the process of creating products and incorporating them into your point of sale.

Step 1: On the left-hand navbar tap on Products

Step 2: Tap on Add

Step 3: Enter the required information:

a. Product Name

b. Menu Name - the name of the product that will appear on the menu.

c. Assigned Printers - Select a printer for product routing (if applicable)

d. Printer Name - the name of the product that will appear on the printer.

e. Categories - Select the applicable subcategories – the product will be applied to the selected subcategory.

f. Modifier Groups - Select the applicable modifier group (modifiers or add-ons) the product will be applied to the selected modifier group.

g. Product Description - Enter a short description of the product. Max of 1000 characters

h. Add to menu - If enabled, the product will be added to the menu.

i. 86 this product - If activated, an item is marked as out of stock or unavailable for serving guests.

j. Inventory Tracking - If enabled, it will allow you to manage your daily product count.

k. Negative Inventory - Enable if you want to allow the product to be marked as out of stock.

l. Variant Name - Customize variant names for tailored product specifications.

m. SKU - Number code to track the product price.

n. Price - Product/variant amount

o. Timed Price - Configure if applicable.

p. Ingredients - Select the applicable default/removable ingredients.

q. Taxes - Select the applicable taxes.

r. Discounts - Select the applicable discount to add at the product level.

Step 4: Tap Save once completed

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Menu

This section will cover the steps to add a new menu.

Step 1: Tap on Menu

Step 2: Tap on Add Menu and enter the required information:

a. Menu Name

b. Select a Category

c. Select a Revenue Center

Step 3: To activate the Menu follow the steps below:

a. Toggle on Keep menu active for POS

b. Enter a Start and End date

c. Select the days the menu will be active

d. Select a Start and End Time

Pro Tip: To apply the same hours of operation on the applicable days of the week, tap on the icon located on the right of the end time field. Upon selection, it will prompt you to select all or set as required.

Step 4: Tap on Save once completed

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Workforce Settings

The following section will guide you on how to keep your staff information up to date and add new employees through your Point of Sale.

Employee List

Update Employee

Step 1: Tap on the three-dot Icon and select Edit

Step 2: Begin editing any information needed

Add New Employee

Step 1: Tap on Add

Step 2: Enter the required information (* = Mandatory Field)

Step 3: Tap Save once completed

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Shift Schedule

This guide will walk you through the process of effortlessly adding a new shift schedule through your point-of-sale system. With our intuitive steps, you can efficiently create new shift schedules for your team members, making scheduling a breeze and enhancing overall team management.

Step-by-Step Guide:

Step 1: From your new order screen tap the drop-down arrow ( a ) or slide the setting bar down ( b ):

Step 2: Tap on Workforce.

Step 3: Under Workforce locate and tap on Restaurant Schedule.

Step 4: Tap "Add Shift."

Step 5: Fill in the necessary information (*= Mandatory Field).

a. Name*

b. Start & End Date

c. Shift

d. Shift Hours

e. Assigned Section * - When the assigned section is selected, assigned tables will automatically be filled.

f. Start & End Time

g. Allow overtime

h. Recurring

i. Job Type* - When Job Type is selected, the pay rate will automatically be applied.

Step 6: Tap Save once completed to view the applied shift schedule.

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Payments Settings

Gratuity

This section will cover the steps to set up your gratuity.

Step 1: Tap on Payment

Step 2: Upon selecting Payment you will be redirected to the Gratuity settings sub-tab

Step 3: The following gratuity settings are available to configure as preferred

a. Print on Receipt can be toggled on and off

b. You can also control whether Custom Gratuity Amounts are on or off

c. You can choose to Enable or Disable Gratuity Selection on your CFD

d. Select a payment type for auto-close orders: Credit Card, Gift Card, Others

e. Set the suggested gratuity amount, less than 10

f. Set suggested gratuity amount, more than 10

Step 4: Once you're all done, you can finalize the process by configuring the CFD responsive tip amounts:

You can set an amount option for any order total below ten dollars

Set percentage amount options for orders totaling more than ten dollars

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Taxes

Learn how to set up taxes by following the guide below.

Step 1: Tap on Payments

Step 2: On the left-hand navbar tap on TAXES. From here, you can either update the existing tax or add a new one

Step 3: Tap “Add”

Step 4: Enter details (*= Mandatory Field)

a. Tax Name *

b. Tax Amount *

c. Tax Type - Currently, the system only supports the exclusive tax.

d. Select which order type the new tax will be applied to

e. You can also apply the tax on a specific product by clicking on Apply to Product

Step 5: Tap Save once completed

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Discounts

For discounts, you have the option to set this section. To learn more about how to set up discounts, click here.

Service Charge

Learn more about service charges by clicking on the link.

Card Reader

This section will cover the steps and prerequisites to add to your dashboard. We will also cover simple steps on how to select your designated card reader on the POS once added to the dashboard.

Step 1: First, do the integration process. To learn more, click here.

Step 2: Once you have completed the integration process, click on Hardware

Step 3: Click on New Hardware

Step 4: Select Card Reader

Step 5: Enter the device name (For ex; CC- Bar station -reader) and select the subtype

Step 6: Lastly, enter the required information and click on Add, To know what your Serial number and bolt merchant ID are, please reach out to your account agent or prospective customer success.

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Card Reader Selection on POS

This section of the article will guide you on how to select your card reader from the POS to start taking payments.

Step 1: From the new order screen, tap the drop-down arrow or slide the settings bar down

Step 2: Select Payment

Step 3: Next select Card Reader

Step 4: Tap on Detect Card Reader

Step 5: Doing so will prompt a list of card readers; select your desired card reader for your station

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Cash Management

This section will cover the basics of how to use cash management.

Tip: To best manage your cash drawer, we suggest the following procedure to start with Open Till Balance, followed by performing the activity required for Pay in/Pay out, and finally performing a close drawer. Also, before you start your end-of-day, make sure you close your drawer before performing the end-of-day task.

a. Select an Employee

b. Select a Reason

c. Enter a special note (Optional)

a. Cash logs

b. Employee tips

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Payment Options

This section of the article will guide you on how to enable your preferred payment options at the Point of Sale.

Step 1: Navigate to the settings dropdown and tap on Payment.

Step 2: Tap on Payment Options.

Step 3: Click on any payment options to make them available.

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Advanced Settings

This section will guide you on how to navigate the advanced settings and what each section is used for.

Server Connection

What is a server connection?

How and when to use server connection?

Cash Register

This section for the cash register will go over how to add a new cash drawer from the point of sale.

Adding a new cash register

Steps:

Step 1: From the new order screen tap the dropdown arrow ( a ) or slide the settings bar down ( b )

Step 2: Tap on Advanced

Step 3: Next tap on Cash Register on the left-hand side of the navbar

Step 4: Tap on New

Step 5: Fill in Required Information

Provide the necessary details for the new cash register:

a. Name

b. Drawer Model

c. Drawer Attached Printer - Choose the appropriate option for your setup, such as Star Cash Drawer - Ethernet or HP Engage One Prime Cash Drawer.

After filling in the information, tap Done to save your settings.

Step 6: To finalize the setup, choose the newly added cash register from the list of available options.

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Paired Printers

The paired printer section will cover how to manage the page and set it to your preference.

Basic operations to take when viewing paired printers:

Detect

Renaming Printers

Printer selection

Test Printer

Printer Settings

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Updated on: 08/09/2026

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