Category: 2.3.SambaPOS Detailed Setup
2.3.1.a. What is Document Type?
What is Document? Selling process of products and services, number, amount, unit, quantities are saved in this documents. Also process status tracking saved and displayed from here. Documents; are saved as unit and total of specifications, quantities and prices of sold products and services. It provides the payment method income relation with entities. What is […]Read More
2.3.1.b. How to Add New Document?
Add the Document (Ticket) type from Manage > Tickets > Ticket Types and configure related entity, menu and automation processes. Because of Document Type Addition is the basic spine of SambaPOS setup, sequentially processes should be fictioned advance. General Settings Section; Ticket Type Name: Field that ticket type name is written. POS Menu: Different products can […]Read More
2.3.1.c. How to Create Department?
Navigation > Manage > Departments from this section you can add, edit or delete a new department. Department: A restaurant could have different sections by sales, order, workflow structure process. These sections can be using Ticket Type, Menu, Price List, Warehouse, Entity Types as shared or differentiated for a specific department. For example these departments […]Read More
2.3.2.d. How to Add Layout Entity Screens?
Subject: Designing and customization of windows after entity screen’s view mode configured as “Layout”. Subject Titles Layout Design and Widget General Description1- Ticket Lister 2- Ticket Explorer 3- Task Editor 4- Label Widget 5- Custom Keyboard 6- Html Viewer 7- Editor Widget 8- Entity Search 9- Entity Grid 10- Entity Button 11- Custom Report Viewer […]Read More
2.3.2.a. What is Entity?
Generally income providing things such as tables, customers, deliverers, game groups, messengers, members, membership cards, staff are called Entity. First Description: The phrase which has the income relation between assigned document types. Second Description: The Income phrase that is created for assignment of document types. Entities are income center for document types. It is possible to […]Read More
2.3.2.b. How to Add Entity Screens?
To add Entity Screen, on navigation screen go to Manage > Entities > Entity Screens With basic setup, these entity screens come as default and can be edited according to need. 1- Tables: Entity screen that table entities in restaurant are created. 2- Search Customer: Entity screen that customers entity is managed. 3- Customer Tickets: It […]Read More
2.3.2.c. How to Use Floor Plan Image in Entity Screen?
Tables which added in SambaPOS are entities. Entities can be located according to floor and layout plan of restaurant. It is possible to provide a more effective view by adding floor plan (in JPG or PNG format) of restaurant in SambaPOS, also possible to select it as background picture. 1- Adding Entities Add the entities that […]Read More
2.3.4.a. How to Edit Accounts Screen?
Document Subject: SambaPOS > Navigation > Manage > Accounts > Accounts Screen Setting and Editing 1. Screen Views Navigation General Accounts Screen Cash Register Screen Customer Accounts Screen 2. Account Screen Settings and Editing Add Account Screen Edit Account Screen Delete Account Screen Sort Account Screen 1. Screen Views Navigation Screen View General Settings Screen […]Read More
2.3.5.a. What is Order Tag? How to Create?
What is Order Tag? Order tags indicate status and features of orders. Use these tags to add features to the products. If it is a menu, order tag can explain content of that menu, also it can tell if it is supposed to send to printer or not. All of the features that will be […]Read More
2.3.5.b. How to Add Price and Quantity for Order Tags?
It is possible to change product prices by adding order tags. In the example this process was done for ice cream product. To add order tag, on the navigation screen go to Manage > Tickets > Order Tags and click on Add Order Tag Group link. General Settings Section; In the example after writing related […]Read More
2.3.5.c. How to Add Menu Product by Order Tag?
In SambaPOS, it is possible to add product into Menu Product by using order tags. In the example you will see adding drink, potato and sauce options while creating a burger menu. To create an Order Tag,on the navigation screen from Manage > Tickets > Order Tags > menu click on Add Order Tag Group link. […]Read More
2.3.5.e. How to Add Different Order Tag According to Portion?
Order tags can work differently according to product portions. In this example it will be explained how to use different order tag for pizza orders through currently existing pizza order tag. On the navigation screen go to Manage > Tickets > Order Tags double click on order tag group open configuration screen. In the example change […]Read More
2.3.5.f. How to Include Order Tags into Inventory System by Adding Product?
Products can be differentiated by using comprehensive and detailed order tags. In the example burger menu drink included into order tag group. Because of these products independent from any recipe, it is possible to make them reduce from inventory as soon as when they were selected from the menu. To do this go to Tickets […]Read More
2.3.5.g. How to Create Free Tagging?
While creating order tag, it could be necessary to add some different tags because of speacial requests of customer. By using free tagging, waiter can add a feature which is not exist in order tag while receiving order. To do this from Manage > Tickets > Order Tags menu double click on related order tag group […]Read More
2.3.5.h. How to Activate Auto Select Feature?
In order to use created order tags, while receiving order first need to add the product into ticket and then from ticket section click on it. This is a useful method but sometimes it causes extra process for the products which is necessary to select order tag. In order to view order screen as soon […]Read More
2.3.4.b. How to Add Cash Register?
1. Adding Accounts #Restaurant Acccounts #Income Accounts #Expense Accounts 2. Adding Transaction Types 2.1. Adding Income Transaction 2.2. Adding Expense Transaction 2.3. Cash Transfer Transaction Type 2.4. Work Period Change Transfer Transaction 3. Adding Document Types 3.1. Adding Income Document 3.2. Adding Expense Document 3.3. Adding Open Cash Drawer Document 3.4. Adding Close Cash Drawer […]Read More
2.3.5.i. How to Make % Discount to Products by Order Tags?
Order tags are used for editing technical status of products. For example it is possible to make % discounts product based in an authorised manner. In the example it will be shown how to make product based discounting by creating a new order tag group. On the navigation screen go to Manage > Tickets > […]Read More
2.3.5.j. How to Add Price Based Discount for Products by Order Tags?
Usage Purpose: On the order screen it might be necessary to make discount for each product as much as previously determined amounts. For these kind of situations it is possible to use order tags by adding amount discounts. On the user order screen discount selection for product: It is possible to give predefined discount with different rates […]Read More
2.3.6. What is Product Tag, How to Add and Use?
Product Tags: It might be necessary to use products which on the product list, by dividing into different categories. Product tags are used for this purpose also used for Printing Tasks, Automation Commands, Action Rules, Reports and Entity Screen designing. 1-How to Add Product Tags Manage > Settings > Program Settings > Product Tag Titles […]Read More
2.3.5.d. How to Add Prefix for Order Tags?
Pizza products is one of the most oftenly usage area for order tags. Because while giving pizza order, it is possible to offer some options such as; dough type, cooking degree, ingredients addition / subtraction etc. All of these managed by order tags. Adding Dough Selection for Pizza Product On the navigation screen go to […]Read More
2.3.7. What is Ticket Tag? How to Add?
Ticket Tag; In the document types ticket tags are values which can be assigned for entire document. It is possible to assign some information and functions to these values by giving some limitations. Ticket tags can be used in two ways. a- Information Tag (Note) usage. b- Numerical Value usage. Information: Person count is information. It can […]Read More
2.3.8.a. How to Design Detailed Menu?
In here it will be explained that how to use menu designing more effectively by creating an example menu which consisting of various categories and long named products. What is Menu? Menu, consist of categories which are used to receive order and products that existing in these categories. It is possible to create unlimited menu […]Read More
2.3.8.b. How to Add Automatic Gift Product?
This process is about receiving orders as automatic gift for some products which were configured previously on the menu. To configure this setting, go to Navigation > Manage > Products > Menu List > Menu > Select Category > Edit Product Properties. In this screen find automation command column of related product and write Gift […]Read More
2.3.8.d. How to Create Gift and Void Reasons?
Specifying, saving and reporting the reasons of gifted and voided orders is important for providing order and sale discipline in the restaurant. Navigation > Manage > Automation > Gift > Into the Values field write specific gift reasons for restaurant. Navigation > Manage > Automation > Void Into the Values field write specific void reasons for […]Read More
2.3.8.e. How to Add Product Order Tags Automatically?
It is used for automatically selecting the content of promotion products. When menu product is selected, it will automatically add content into the ticket. To create order tag go to Navigation > Manage > Tickets > Order Tags from here create desired order tag group for menu product. From Mappings section associate the related order […]Read More
2.3.9. How to Add Tax (VAT)?
In this document it will be shown how to add VAT values. VAT rates will be selected 20% for food and 10% for drinks. 1- Creating Account Go to Manage > Accounts > Accounts click on Add Account link. Account Name: The field that name of account is written. Account Template: Select Sales Accounts template. […]Read More
2.3.10.b. How to Set Bill Automatic Rounding?
It is possible to round fractional total amounts to closest integer amounts automatically as downward or upward. Manage > Tickets > Calculation Types > in here select Round template. Template Name: Round Account Transaction Type: Rounding Transaction Calculation Method: Round Ticket Amount Exactly Rate or Amount: Fraction amount which desired to be rounded. (For Example 0,250) Max Amount: 0 Rounding: 0 Tax Included: Selected Decrease Amount: Selected […]Read More
2.3.10.c. How to Limit Discount and Rounding?
It is possible to limit discount and rounding by percentage or by rate. Rounding Limitation: Tickets > Calculation Types > Round template. Max. Amount: Write an amount to limitate. For example 20 ( It can’t make rounding over 20) Discount Limitation: Tickets > Calculation Types > Discount template. Max. Amount: Write an amount to discount. For […]Read More
2.3.11. How to Add New Payment Type?
When SambaPOS installed some payment types such as Cash, Credit Card, Voucher and Customer Account come as default. It is also possible to create payment methods according to restaurant’s needs. 1- Adding Accounts Go to Manage > Accounts > Accounts from here click on Add Account link. Account Name: In here write the name of account. […]Read More
2.3.8.c. How to Create Lost Automation Command?
Lost is used for products which will not be returned back to the warehouses. Lost products can be classified by using “Lost Reasons”. It is possible to add specific reasons from automation commands for each restaurant’s requirements. Wrong Order: Wrong product service situation. Fault of Staff: Cases that might happen at production and service processes, […]Read More
2.3.12. How to Add New Currency?
Supporting multiple currencies is one of the most unique features of SambaPOS. SambaPOS calculates a taken payment’s change automatically according to currencies. 1- Adding New Currency Go to Manage > Settings > Currencies from here click on Add Foreign Currency link. Name: Write the name of currency here. (For example Dollar, Euro, Turkish Lira […]Read More
2.3.13. How to Add Service Charge?
It is possible to add to tickets service charge automatically by percentage calculation or by adding a fixed amount. Adding Service Charge Account Go to Manage > Accounts > Accounts from here click on Add Account link. Account Name: Write the name of account. (For example Service Charge) Account Template: Select Sales Accounts template. After completing […]Read More
2.3.13.a. How to Add Service Charge Manually by Using a Button?
It is possible to add service charge manually to tickets by percentage calculation or by adding a fixed amount. 1-Adding Service Charge Account In order to add the service charge account, on the navigation screen, go to Main Menu > Manage > Accounts > Accounts > from here click on Add Account link. Account Name: Field […]Read More
2.3.14.a. How to Add New Printer?
SambaPOS is compatible with all brand/model printers that has ESC/POS support. After installation of printer on Windows, make sure to check testing page by printing. Adding Printer to SambaPOS In order to add the printer that previously installed on computer, to SambaPOS go to Manage > Printing > Printers from here click on Add Printer […]Read More
2.3.10.a. How to Create Bill Rounding?
In order to round ticket amount, it is necessary to put rounding button to the payment page. Creating Round Up / Round Down Account Go to Manage > Accounts > Accounts from here click on Add Account link. Round Down Account Name: Field that a proper name is written for the account. (For example, Round Down) […]Read More
2.3.14.b. How to Change, Edit Printer HTML Templates?
1- Printer Template Tags Documentation 2- Templates Which Used by Thermal Printer Papers 2.1- Ticket Printer Templates 2.1.1 HTML Ticket Template 2.2- Kitchen Order Printer Templates 2.3- Info Slip Printer Templates 2.4- Qmatik Printing Templates 2.5- Entity and Product Tracking Templates 2.6- Invoice and Official Ticket Templates 3- Templates That are Used on the Screens […]Read More
2.3.14.c. How to Print Invoice and Dispatch Note?
In order to print invoice folllow the steps below. Adding Product Tags Adding Invoice Printer Creating Invoice Printer Template Adding Invoice Printing Job Print Invoice Automation Command Printing Job Action Printing Invoice Rule 1-Adding Product Tags When printing invoice it is necessary to split the products as Food Group, Drink Group, Alcoholic Drinks Group etc. […]Read More
2.3.14.d. How to Add New Ticket Printing Jobs?
In SambaPOS there is already a default Ticket Printing Job for single printer. In case of printing tickets on multiple printers then it is necessary to add Ticket Printing Jobs for each printer. Follow the steps below to add new Ticket Job; Thermal Printer Installation Adding Printer to SambaPOS Adding Printing Job Adding Automation Command […]Read More
2.3.14.e. How to Add New Kitchen Print Job?
How to Add New Kitchen Print Job? It might be necessary to print same product from different printers in the kitchen, especially for menu products. In the example it will be shown how to print burger menu order from both burger printer and drink printer at the same time. Adding Printers It is necessary to […]Read More
2.3.15.a. How to Add Inventory Item?
Inventory Card is the name of whole products that are sold in restaurant. Inventory card is the general name of the products that are necessary for production process of the products to sell in the restaurant. Go to Manage > Inventory > Inventory Items from here select Add Inventory Item link. Adding Inventory Cards Inventory Item Name: […]Read More
2.3.15.b. How to Add Inventory Semi Product Items?
Inventory Products Inventory menu products are different than the products that are sold in restaurant. It is possible to create products to use as semi product items for recipes. So that recipes can be created easily. In the example pizza dough and pizza sauce products will be used; In case of same pizza dough raw materials […]Read More
2.3.15.c. What is Inventory Recipe, How to Create?
Recipes are important part of inventory control system. It is the field to determine that purchased items and semi finished products will be deducted from inventory in which amounts, for which products etc. Recipe system basically indicates that when a cola sold, one piece of cola will be deducted from inventory, or for example when a […]Read More
2.3.15.d. How to Process Inventory Item Purchases into Company Accounts?
When tracking Inventories and Costs, it is important to process the purchases to the company that goods purchased from. In this way it is possible to work with those companies through current accounts. In the example it will be shown how to track purchasings and payment processes of related companies. Adding Accounts Account Templates and […]Read More
2.3.16.a. How to Edit Automation Commands?
Go to Navigation > Manage > Automation > Automation Commands menu. Automation Commands: These are the buttons which created for activating the Actions and the Rules under the control of user. Automation commands run through Actions and Rules. When SambaPOS configured for the first time, default Automation Commands are like in the image below. General: […]Read More
2.3.17.a. Trigger Features and Usage
Triggers are the fields that used for configuring the timing settings of Action and Rules. Go to Navigation > Manage > Automation > Triggers in here you can create […]Read More
2.3.18. How to Run Product Timers?
In SambaPOS you can calculate automatically the price of products that rented for time duration. It is possisble to rent hourly tables in the game saloons, billiards or playstation. 1- Product Adding To add the games as product, go to Manage > Products > Product List from here click on Add Product link. Product Name: […]Read More
2.3.19. How to Auto Logout on Terminals?