Category: 4. Customization

In this document, it will be explained how to switch manually between multiple menus. How it works;   1. Adding Automation Commands Main Menu > Manage > Automation > Automation Commands > here click on Add Automation Command. General Settings Section; Name: Breakfast Menu Button Header: Breakfast Menu Clear Selection: This box has to be selected. […]Read More

In this document, it will be explained how to switch automatically between multiple menus. 1. Adding Automation Commands Main Menu > Manage > Automation > Automation Commands > here click on Add Automation Command. General Settings Section; Name: Breakfast Menu Button Header: Breakfast Menu Clear Selection: This box has to be selected.   Mappings Section; Mappings […]Read More

AUTOMATION 1. Actions:  Users can manage the rules by actions which are created according to need. Action List: Start Work Period End Work Period Login User Logout User Change Ticket Entity Close Ticket Create Ticket Display Ticket Execute Ticket Command Load Last Order Load Ticket Move Tagged Orders Save Ticket Select Automation Command Execute HTML […]Read More

In this document, it will be explained how to make a promotion that makes possible to give second item with half price. Breakfast and Dessert categories will be used as example.   How It Works;     1. Adding Product Tag Go to Main Menu > Manage > Settings > Program Settings > in here […]Read More

  After making connection and necessary configurations on SambaPOS, Caller Id becomes usable for delivery service. In the example it will be shown what to do in cases of receiving a call from saved and unsaved customer. Receiving Call from Unsaved Customer When received call from unsaved customer on the Caller ID, at the bottom right corner it […]Read More

By using SambaPOS Account System, you can manage salaries of the staff. 1- Adding Salary Account Type Go to Manage > Accounts > Account Types from here click on Add Account Type link. Name: Field to write name of account template. (For example; Salary Accounts) Filter Type: Select All option. Rules: Select Default option. After completing necessary fields, click […]Read More

How It Works;     1- Adding Price List Definition Go to Main Menu > Manage > Products > Price Definitions > in here click on Add Price Definiton link. Price Definition Name: Happy Hour Price Tag: HH After completed necessary editings, click on Save button.   2- Adding HH Prices Go to Main Menu […]Read More

How It Works; When you click on Daily Product button, it will add the product of that day into ticket;   1. Adding Product Tag Go to Main Menu > Manage > Settings > Program Settings > here type Day into Product Tag Captions field. After completing necessary editings, click on Save button.   2. […]Read More

In the example it will be shown how to add second of the same item to ticket by making 50% discount.                               It is possible to use that promotion for different cases according to need. It is necessary to add action, rule, […]Read More

This implementation is newer version of customized delivery service. To be able to use this implementation, it is necessary to have a computer that the latest version of Microsoft SQL Express Server and SambaPOS V5.2.3 or above version installed on. Attention! Before starting to process, you need to backup SambaPOS Database. All modules and implementations […]Read More

By this document you can track preparation process of taken orders from kitchen screen. Prepared orders will be displayed on customer screen when they are confirmed. Sale, order, production and delivery process of item will be completed on customer screen by delivering the product to customer. Document Index 1. Adding and Designing of Entity Screens […]Read More

Document Index 1. Adding PunchIn and PunchOut States 2. Adding Employee Entities 2.1. Adding Employee Entity Type 2.2. Adding Employee Entities 3. Adding Time Clock Entity Screen 4. Adding Automation Commands            4.1. Time Clock Button / Navigation Tile AMC 5. Adding Actions            5.1. Show Time Clock […]Read More

This implementation is based on, giving specially defined any product as gift to the new customer for once. Promotion will be active only one time for each new customer. It will be possible to display on the end of day report that, how many promotion given away during the day. To be able to use […]Read More

In this document, it will be shown how to configure product based warehouse tracking. Scenario; You have two Kitchens; Chinese Kitchen and Pakistani Kitchen. Both Kitchens have similar Inventory Items like meat, oil, etc… Also you have Chinese Food and Pakistani Food Products. When you sell Chinese Food, it should consume items from Chinese Kitchen’s […]Read More

In this document, it will be explained how to print a customer’s previous transactions. 1. Adding Automation Command Go to Main Menu > Manage > Automation > Automation Commands > in here click on Add Automation Command link. Name: PCB-Print Customer Balance Category: Customers Button Header: Print\rCustomer Balance  —\r— this phrase is used to write […]Read More

In this document, it will be explained how you can store, recall, and clone a previous Ticket. It works from the Ticket Explorer, or in the case of a Customer Entity, it will allow for cloning of that Customer’s last Ticket.   How It Works; Displaying & Cloning a Ticket That Has Customer Entity:   […]Read More

In this document, it will be explained how to select Portions and Order Tags from a Popup Screen. This example, doesn’t allow you to make multiple selections at the same time from the Popup Screen. If you want to select multiple features, then, click on that product and make the selection from the right side of the screen. Requirements; […]Read More

In this document, it will be shown how to deduct wastage/damaged stock at the end of the day. It will reduce it from your inventory and log the total cost in a wastage account that you can use in reporting.   1. Adding Automation Commands 1.1. Adding Wastage Automation Command Go to Main Menu > […]Read More

In this document, it will be explained how to transfer SambaPOS Backups to Cloud Driver automatically. First of all, download Google Drive from here and install it on your computer by following steps of below images.       Here, insert your email address. (Needs to be Gmail address)   In here, insert password of […]Read More

In this document, it will be explained how to prepare special menus for customers. 1. Adding Custom Field and Customer Information 1.1. Adding Custom Field Main Menu > Manage > Entities > Entity Types > Customers > Custom Fields Section > here click on Add Custom Field and configure settings as shown in below image. After […]Read More

In this document, it will be explained how to setup basic loyalty points implementation.   How It Works?   1. Adding Loyalty Card Entity Type and Loyalty Card Entity 1.1. Adding Loyalty Card Entity Type Go to Main Menu > Manage > Entities > Entity Types > here click on Add Entity Type. General Settings […]Read More

In this document, it will be explained how to track stock levels of specific items. This implementation is available for items which can be sold piece by piece. How It Works?   1. Configuring Fast Menu Category Settings Go to Main Menu > Manage > Products > Menu List > Menu > here click on […]Read More

In this document, it will be explained how to apply product based price definiton. How It Works; 1. Adding Price Definition Main Menu > Manage > Products > Price Definitions > here, click on Add Price Definition. Price Definition Name: Special Price Price Definition: SP After completing necessary editings, click on Save button. 2. Editing […]Read More

In this document, it will be explained how to use multiple languages on order template. 1. Adding Product Tag Main Menu > Manage > Settings > Program Settings > General Settings > here into Product Tag Captions field, write second language which you want to see on template. for this example it is selected as Arabic. […]Read More

In this document, it will be explained how to apply Gift Certificate Implementation.   How It Works? You can either scan the barcode via barcode reader or enter the number of Gift Certificate manually into numberpad. Also you can click on Select Gift Certificate button and enter its number manually into search field.     […]Read More

In this document, it will be explained how to show Food and Drinks on different kitchen screens.         1. Adding Necessary Components 1.1. Adding Product Tag Caption Go to Main Menu > Manage > Settings > Program Settings > in here type productType into Product Tag Caption field. After completing necessary editings, […]Read More

In this document, it will be explained how to setup SMS Sending Implementation for SambaPOS.   1. Setup of the API URL Edit the URL that was provided by the Operator, according to below line. http://api.center.com/v1/send-sms/get/?username=username&password=password&text=@message@&receipents=@number@&sender=Company Name     2. Adding Printer Main Menu > Manage > Printing > Printers > here click on Add […]Read More

In this document, it will be explained how to apply 100% discount for Staff’s Meals. There are 2 methods for this implementation; Method-1 Using Customer Type Custom Field; In this method, you need to select your Staff as Customer before you start receiving orders into ticket. How It Works;   1. Editing Customers Entity Type Main […]Read More

In this document, it will be explained how to label delivery orders of customers. Once you have done with the below steps, you will have such an output from your printer.   1. Adding Printer Go to Main Menu > Manage > Printing > Printers > here, click on Add Printer. Printer Name: Deliverer Printer […]Read More

In this document, it will be explained how to enable Post Code Lookup for UK. Document Index 1. Getting API Key from Google 2. Applying Post Code Configuration Task from SambaPOS 3. Inserting Post Code Information of Customer on SambaPOS 4. Editing Ticket Template 5. Editing Delivery Screen Waiting Orders Ticket Lister   1. Getting API […]Read More

In this document, it will be explained how to batch create products with YAML. SambaPOS V5’s Batch Product Creation feature allows importing products from formatted text data. That format is called YAML. It is human readable and easily editable with your favorite text editor. Click here for sample data format; Go to Main Menu > Manage […]Read More

In this document, it will be explained how to apply item based discount on the order screen.   How It Works;   1. Adding Automation Command Main Menu > Manage > Automation > Automation Commands > here click on Add Automation Command. General Settings Section; Name: Discount Button Header: Discount Clear Selection: Must be selected […]Read More

In this document, it will be explained how to close an item for sale. How It Works;   1. Adding Product Tag Main Menu > Manage > Settings > Program Settings > General Settings > here write Status to Product Tag Caption. After completing necessary editings, click on Save button.   2. Editing Product Tag […]Read More

In this document, it will be explained how to apply auto combo implementation. How It Works; 1. Adding Product Tag Captions Main Menu > Manage > Settings > Program Settings > Product Tag Captions > here, write Combo,ComboPrice After completing necessary editings, click on Save button. 2. Editing Product Tag Editor Main Menu > Manage > Products […]Read More

In this document, it will be explained how to create Custom Navigation Buttons.   How It Looks; NOTE: You can customize sizes, colors etc of Custom Navigation Buttons from Automation Commands.   1. Allowing Custom Navigation Main Menu > Manage > Settings > Local Settings > Display > here click on Allow custom Navigation. After completing […]Read More

In this document, it will be explained how to prevent Zero Stocked Item Sales. How it Works; 1. Adding Product Tag Caption Main Menu > Manage > Settings > Program Settings > General Settings > Product Tag Captions > Type Alert into window and click on OK button. After completing necessary editings, click on Save […]Read More

In this document, it will be explained how to change Code Page settings of printers.   1. Getting Selftest Paper   Turn off the printer by pressing on Power button. Press on Feed button which is shown in the above image. It may not be specified as Feed on some printers, in this case you can […]Read More

In this document, it will be explained how to determine sale limits for desired items. You can determine daily limit automatically while you starting the Work Period or by manually using a button any time of the day. How It Works;   1. Adding Automation Command Main Menu > Manage > Automation > Automation Commands […]Read More

In this doucment, it will be explained how to log caller Id calls on SambaPOS V5 Pro. Before Start; a- You need to complete the Caller ID setup according to steps of below document. https://kb.sambapos.com/en/3-6-caller-id-setup-and-configurations/   b- Move the CalleridLog and CallerLog.txt files to C:\ folder of your computer.   1- Adding Action Main Menu > Manage > Automation […]Read More

In this document, there are some important hints that you can use for SambaPOS V5 Pro. 1. {DATE:wd}|Matches|x It allows you to use a customization on the desired specific days of the week. {DATE:wd}|Matches|1 >>> Monday {DATE:wd}|Matches|2 >>> Tuesday {DATE:wd}|Matches|3 >>> Wednesday {DATE:wd}|Matches|4 >>> Thursday {DATE:wd}|Matches|5 >>> Friday {DATE:wd}|Matches|6 >>> Saturday {DATE:wd}|Matches|7 >>> Sunday   […]Read More

In this document, it will be explained how to export reports in desired format. 1.Adding # Character on Related Part of Report Main Menu > Manage > Reports > Select desired report > Put # in front of its header, for example; Monthly Report > [#Sales: 1, 2, 3, 2] After completing necessary editings, click on Save […]Read More

In this document it will be explained how to configure Product Tag Based Discount on desired items. For Foods 20%, for Drinks 30% and for Desserts 50% discount will be applied.   How It Works;   1. Adding Product Tag Caption Main Menu > Manage > Settings > Program Settings > Product Tag Captions > […]Read More

In this document it will be explained how to setup hald and half pizza configuration. How It Works;   1. Adding Half and Half Pizza Product Main Menu > Manage > Products > Product List > Here, click on Add Product.   Product Name: Half and Half Pizza Product Group: Pizzas Portion: Type your portions […]Read More

In this document it will be explained how to cancel all orders at the order screen. How It Works;   1. Adding Automation Command Main Menu > Manage > Automation > Automation Commands > Here, click on Add Automation Command. General Settings Section; Name: Cancel Orders Button Header: Cancel\rOrders Clear Selection: Must be selected Mappings […]Read More

In this document, it will be explained how to apply % discount for specific items on desired days of the week.   How It Works;   1. Adding Discount Product Tag Main Menu > Manage > Settings > Program Settings > General Settings > Product Tag Captions > In here, type Discount into the window. […]Read More

In this document it will be explained how to use Split Ticket Feature. Important Notes: In order to use this feature, you need to have minimum SambaPOS V5 5.3.4 version installed on your computer. This feature requires Tables to work properly (Or an Entity). You must submit or use Save Ticket action to split a […]Read More

In this document, it will be explained how to give a free item when ticket total reaches certain amount. 15 is determined as certain amount, Milk and Juice are selected as free items.    How It Works;   1. Adding Automation Commands 1.1. Adding AFI-Add Milk or Juice Automation Command Main Menu > Manage > […]Read More

In this document, it will be explained how to send data to the scale device.   1. Adding Automation Command Main Menu > Manage > Automation > Automation Commands > Here, click on Add Automation Command. Name: Send Data To Scale Device Button Header: Send\rData Clear Selection: This box must be selected After completing necessary […]Read More

In this document, it will be explained how to Hold a Gifted Ticket configuration.   How It Works;     1. Adding Automation Commands 1.1. Adding Guest Automation Command Main Menu > Manage > Automation > Automation Commands > Here, click on Add Automation Command. General Settings Section; Name: Guest Button Header: Guest Mappings Section; […]Read More

In this document, it will be explained how to configure SambaPOS QR Menu Setup.   1. Before Setup NOTE: In order to use SambaPOS QR Menu, you need to have minimum SambaPOS V5 Pro 5.3.6 version. Before you upgrade SambaPOS V5 Pro version, we recommend you to Take a Backup of current database. 1.1. SambaPOS […]Read More

In this document, it will be explained how to add Line Separator on SambaPOS.   How it works;     1. Adding Automation Command Main Menu > Manage > Automation > Automation Commands > Here click on Add Automation Command. General Settings Section; Name: SPR-Line Separator Button Header: Line\rSeparator Clear Selection: Must be selected   Mappings Section; […]Read More

In this document it will be explained how to add Tip Calculation on SambaPOS. 1. Adding Tip Account Main Menu > Manage > Accounts > Accounts > Here, click on Add Account button. Account Name: Tip Account Account Type: Sales Account After completing necessary editings, click on Save button.   2. Adding Tip Transaction Type […]Read More

  This document will include answers to the following questions; Why inventory items and recipes are used? What are the terms of inventory? What are the differences between the terms? How to add inventory item? How to add semi product? How to add order tags? How are the default ingredients of the products automatically displayed […]Read More

You can add your logo to Login Screen of SambaPOS by following below step; Prepare a PNG format of your image, name it as logo and put it into the Images folder that can be found in the folder which SambaPOS is installed. You can find the folder that SambaPOS is installed in, by right […]Read More

In this document it will be explianed how to define multiple delivery addresses for customers. How it Works; 1. Editing Customers Entity Type Main Menu > Manage > Entities > Entity Types > Customers > Custom Fileds > Here, click on Add Custom Field and add as many new custom fields as customer’s address quantity. […]Read More

In this document it will be explained how to configure partial permissions for user roles. It’s possible to allow users to access only specific management parts of the system. Permissions Section; Main Menu > Manage > Users > Role List > Permissions > In here, set your general permission options. After completing necessary editings, click […]Read More

In this document, it will be explained how to configure Buy X Get Y Promotion. We will be using the promotion as Buy 6 Get 1 Free. How It Works;     1. Adding Product Tag Caption Main Menu > Manage > Settings > Program Settings > General Settings > Product Tag Captions > Here, […]Read More

In this document it will be explained how to add a picture to your Customer Search Screen. After you finish this document you will see your Customer Search Screen as below;   1. Adding Custom Field to Customers Entity Type Main Menu > Manage > Entities > Entity Types > Select Customers Entity Type > […]Read More

In this document, it will be explained how to add amount discount option on the payment screen.   1. Adding Amount Discount Transaction Type Main Menu > Manage > Accounts > Transaction Types > In here, click on Add Transaction Type. Account Transaction Name: Amount Discount Transaction Source Account Type (Debit): Receivable Accounts Target Account Type […]Read More

In this document it will be explained how to limit customer account. How It Works; 1. Adding Limit Custom Field Main Menu > Manage > Entities > Entity Types > Customers > Custom Fields > Here, click on Add Custom Field button and name it as Limit. After editing necessary parts click on Save button. […]Read More

In this document it will be explained how to apply Mark Ticket As Opened configuration. This configuration is used to prevent a waiter to enter into a table while that table is opened in another computer. If you want you can determine on which terminal this configuration will be used on from the related Rule’s […]Read More

In this document, it will be explained how to create tables on the fly on SambaPOS.   1. Adding Entity Screen Main Menu > Manage > Entities > Entity Screens > Here, click on Add Entity Screen button. General Settings Section; Name: Instant Created Tables View Mode: Layout   Entity List Section; Entity Type: Tables   Mappings Section; […]Read More

In this document it will be explained how to log Caller ID calls on SambaPOS.     How It Works;     1. Adding CID Show As Device on SambaPOS Main Menu > Manage > Settings > Local Settings > Devices > Here, click on Add button and select the CID Show as device > […]Read More

In this document it will be explained how to Replace Service Charge Depending On Person Count.   How It Works;     1. Adding Service Charge Account Main Menu > Manage > Accounts > Accounts > Here, click on Add Account.     Account Name: Service Charge Account Type: Sales Accounts After completing necessary editings, […]Read More