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Management console
Management console
Inventory, menu, reports, costs, discount and overall account configuration
+1
94 articles in this collection
Written by
Alex Buchkov,
Sergey Butsykin,
Kate Rantseva
and 1 other
How to change your pricing plan
If you have several locations with a similar menu, combine them in one account and monitor the sales of the entire network.
Written by
Sergey Butsykin
Updated over a week ago
Products
How to add products and dishes categories
You can combine dishes and products into categories to find them on the register faster.
Written by
Kate Rantseva
Updated over a week ago
How to import products and their modifications
Use the import of products and their modifications to quickly add to Poster products and their varieties that you buy and resell.
Written by
Kate Rantseva
Updated over a week ago
How to add a dish copy
You can copy dishes and edit copies to fill up the menu with similar dishes faster.
Written by
Kate Rantseva
Updated over a week ago
How to import products
Use the import of products to quickly add them to Poster.
Written by
Kate Rantseva
Updated over a week ago
How to import ingredients
To add your menu to Poster faster, make an import of ingredients and then make dishes and preparations with them.
Written by
Kate Rantseva
Updated over a week ago
How to add preparations
Preparations are pre-cooked dishes that consist of ingredients.
Written by
Kate Rantseva
Updated over a week ago
How to add ingredients
Ingredients are goods that you use to prepare dishes and drinks.
Written by
Kate Rantseva
Updated over a week ago
How to specify gross and net weight manually
You can put gross and net weight for dishes and preparations with weight ingredients.
Written by
Kate Rantseva
Updated over a week ago
How to print a dish
Print dishes with ingredients for your chef.
Written by
Kate Rantseva
Updated over a week ago
How to add a station
The station is the place where dishes are cooked. For example, “Kitchen” or “Bar”.
Written by
Kate Rantseva
Updated over a week ago
How to add dish modifiers
Modifiers are the extra ingredients, products, size, or cooking methods in your dish.
Written by
Kate Rantseva
Updated over a week ago
What is the difference between a dish and a product?
Written by
Kate Rantseva
Updated over a week ago
How to make a data export from Poster
You can make an export of all sections in the management console which have the Export button.
Written by
Kate Rantseva
Updated over a week ago
How to add categories of ingredients
You can combine goods into categories of ingredients to see the current amount of vegetables, meat, or dairy product in stock.
Written by
Kate Rantseva
Updated over a week ago
How to add product modifications
Modifications are varieties of the same product
Written by
Kate Rantseva
Updated over a week ago
How to import dishes
To add dishes and drinks that are cooked in your locations faster, make an import of dishes and then add ingredients and preparations.
Written by
Kate Rantseva
Updated over a week ago
How to add a dish
Dishes are food and drinks cooked according to the recipe in your location.
Written by
Max Kovalchuk
Updated over a week ago
How to add a product
Products are items that are ready for selling. They’re not used for the preparation of dishes. For example, a bottle of coke.
Written by
Max Kovalchuk
Updated over a week ago
How to add a barcode to products
Add barcodes to products to recognize them with a reader or tablet camera and add them to order faster.
Written by
Sergey Butsykin
Updated over a week ago
How to work with dish modifiers on your POS
Written by
Alex Buchkov
Updated over a week ago
Inventory
How to prepare a month end report
Discover the main factors to take into account when you’re calculating inventory balances for each month
Written by
Max Kovalchuk
Updated over a week ago
How to add supply in the management console
Add supplies to track your stock and ingredients food cost. Before adding supply, create ingredients and products which would be in storage.
Written by
Max Kovalchuk
Updated over a week ago
How to run a partial inventory check
To do an inventory check only of several ingredients, products or dishes, run a partial inventory check.
Written by
Max Kovalchuk
Updated over a week ago
How to print an inventory checklist
Print a checklist with all ingredients, products, and dishes in storage that were used to make an inventory check.
Written by
Max Kovalchuk
Updated over a week ago
How to run an inventory check
Use inventory checks to compare your expected balance to the actual balance of ingredients in stock by storage locations
Written by
Max Kovalchuk
Updated over a week ago
How to add a supply on the POS
Add supplies quickly on the POS register without accessing the management console.
Written by
Max Kovalchuk
Updated over a week ago
How to add ordering unit
Supply your ingredients in packages. Like 12 pcs of bottled water or a sack of flour
Written by
Max Kovalchuk
Updated over a week ago
How to disable the manufacturing of dishes
Disable manufacturing to switch Poster write offs back to deducting ingredients instead of dishes and preparations cooked in advance
Written by
Max Kovalchuk
Updated over a week ago
How to work with ingredients movements report
Run the ingredients movement spreadsheet to control stock supplies, expenses, and average food cost per ingredient.
Written by
Max Kovalchuk
Updated over a week ago
How to add a storage
Add storage locations to make supplies, manual write-offs, inventory checks, and control stock.
Written by
Max Kovalchuk
Updated over a week ago
How to make a transfer between storages
Move ingredients, products, and manufactured dishes between your storage locations.
Written by
Max Kovalchuk
Updated over a week ago
How to make a supply import
Use supply import for fast adding ingredients and products to stock in Poster.
Written by
Max Kovalchuk
Updated over a week ago
How to configure storage write-offs
Write-off rules automatically help Poster POS orders to be written off from the correct storage
Written by
Max Kovalchuk
Updated over a week ago
How to set the food cost
Poster automatically calculates the food cost according to the supplies and stock balances.
Written by
Max Kovalchuk
Updated over a week ago
How to make a manual write-off from the storage
Generally products are written-off from the storage automatically once sold. In case of expiry or other reasons add manual write-off
Written by
Max Kovalchuk
Updated over a week ago
How to work with inventory reports on movement of products and ingredients
To control stock deduction, you can view ingredients movement for a selected period.
Written by
Sergey Butsykin
Updated over a week ago
How to set up low stock alert
Enable low stock alert to make purchases on time and get notifications about supplies running low
Written by
Max Kovalchuk
Updated over a week ago
How the food cost is calculated
Add supplies of the ingredients and products in stock, and Poster will automatically calculate the food cost of the dishes and beverages.
Written by
Kate Rantseva
Updated over a week ago
How to add a supplier
Add suppliers to track their supplies and amounts paid
Written by
Max Kovalchuk
Updated over a week ago
What is manufacture and how to use it
Manufacture helps to convert existing ingredients into prepared dishes and track their stock. Mostly used in bakeries or diners.
Written by
Max Kovalchuk
Updated over a week ago
Finances
How to work with cash shifts on the POS
Use cash shifts to control cash movements in your location.
Written by
Kate Rantseva
Updated over a week ago
Full set up of Financial accounts in Poster
Create accounts to keep track of your location's revenue
Written by
Max Kovalchuk
Updated over a week ago
How to set up payroll accounting
Use payroll accounting to calculate your employees' salaries. Set up staff time tracking, payroll calculation and get the payroll reports
Written by
Max Kovalchuk
Updated over a week ago
How to read the financial report
View financial report to control cash flow in your accounts. It’s a spreadsheet with income and expenses transactions sorted by categories
Written by
Max Kovalchuk
Updated over a week ago
How to calculate the taxes
Set up taxes and apply them to your dishes and products to take calculation of taxes from sold goods in Poster.
Written by
Max Kovalchuk
Updated over a week ago
How to edit cash shifts metrics
To fix incorrect cash shift numbers edit, delete, or add new transactions in the management console.
Written by
Max Kovalchuk
Updated over a week ago
How to pay for supplies with the bookkeeping account
Create automatic transactions to withdraw supply funds once a supply is added
Written by
Max Kovalchuk
Updated over a week ago
How to track payment processing fees
While using payment gateway to accept card payments or collaborate with delivery service, enable automatic fee tracking.
Written by
Max Kovalchuk
Updated over a week ago
How to add taxes and their types
Add taxes with tax types VAT or Turnover to track and sell taxed products in Poster. Name your own taxes and create percentages for them.
Written by
Max Kovalchuk
Updated over a week ago
What is expected and actual balance in cash shifts
View the cash movements every shift for security and tracking down the difference between expected and actual money balance in the cash box.
Written by
Max Kovalchuk
Updated over a week ago
How to add transaction categories
Categorize transactions to simplify reports. “Rent”, “Labour cost”, “Supplies” are expenses, and “Banquet service” category is an income.
Written by
Max Kovalchuk
Updated over a week ago
What is the an adjustment transaction
This transaction adds after the cash shift closure in case of difference between expected and actual shift balances.
Written by
Max Kovalchuk
Updated over a week ago
How to add transactions in the management console
Transaction is a movement of money on the accounts. For example, a deposit payment is an income and utility bills is an expense.
Written by
Sergey Butsykin
Updated over a week ago
Analytics
How to view receipts with suspicious activity of your staff
To view receipts with potentially suspicious activity or fraud of your staff, use the filter 🙀 Suspicious activity.
Written by
Sergey Butsykin
Updated over a week ago
How to view sales reports by payment methods
View sales reports by payment methods to check if customers pay for orders by card or by cash more often.
Written by
Sergey Butsykin
Updated over a week ago
How to work with reports by tables reservation
View tables reservation reports to control and analyze hall load.
Written by
Sergey Butsykin
Updated over a week ago
Customer and discount reports
To control your revenue, average receipt and amount of sales per each customer, check customers statistics.
Written by
Max Kovalchuk
Updated over a week ago
How to view sales report by products
View sales reports by products to control the amount of sold dishes, food cost % and revenue.
Written by
Sergey Butsykin
Updated over a week ago
How to view sales reports by tables
View sales reports by each table to control guest count, average receipt and profit of each tables hall of your location.
Written by
Sergey Butsykin
Updated over a week ago
How to view waiters sales reports
View waiters reports to control the worked time and sales of employees.
Written by
Sergey Butsykin
Updated over a week ago
How to view stations sales reports
View stations sales reports to control amount of sold goods, revenue and profit of kitchen and bar.
Written by
Sergey Butsykin
Updated over a week ago
How to work with sales reports by locations
View sales reports by locations to control the revenue and profit of each location.
Written by
Sergey Butsykin
Updated over a week ago
How to delete a receipt
Delete incorrect receipts to match revenue and stock to the actual ones.
Written by
Sergey Butsykin
Updated over a week ago
How to view taxes report
To control sales of the products with tax, view reports by the tax types.
Written by
Sergey Butsykin
Updated over a week ago
How to view sales reports by categories
View sales reports by categories to control gross revenue, profit, and food cost of sold dishes.
Written by
Sergey Butsykin
Updated over a week ago
How to work with sales report
View sales report chart to control sales in your location.
Written by
Sergey Butsykin
Updated over a week ago
How to work with receipts report
To view detailed history of each receipt and control their amount for the certain period, you can use sales reports in Poster.
Written by
Max Kovalchuk
Updated over a week ago
Marketing
Customer loyalty cards for disounts and bonuses
Let your customers collect bonuses from their purchases and allow discounts applied by a unique customer card.
Written by
Max Kovalchuk
Updated over a week ago
How to import customers and their bonuses
Import customers to Poster. That is the quickest way to add your customer list in bulk
Written by
Max Kovalchuk
Updated over a week ago
Add new customer in management console
You can add a new customers in your management console to allow them collecting bonuses or a discount
Written by
Max Kovalchuk
Updated over a week ago
Customer group discount
Set up a customer group to provide your customers a loyalty discount for the whole order.
Written by
Max Kovalchuk
Updated over a week ago
How to set up a birthday bonus
Set up an automatic bonus top up for customers once it's their birthday.
Written by
Max Kovalchuk
Updated over a week ago
Exclusions preventing discounts for certain items
Exclusions are products and categories which are not covered by discounts and bonus payments.
Written by
Max Kovalchuk
Updated over a week ago
How to set up the cash-back rewards program
Set up a cash-back rewards program, so your customers will collect and use bonuses to pay full price or part of the receipt with them.
Written by
Kate Rantseva
Updated over a week ago
Add new customer at the POS
You can add a new customers at your POS to allow them collecting bonuses or a discount
Written by
Kate Rantseva
Updated over a week ago
Adding discounts for promotional items
Promotions help to discount, certain products or quantity to increase sales
Written by
Max Kovalchuk
Updated over a week ago
Preferences and security
How to work with order sources
Create custom order sources in addition to the types that are already available by default: Dine-in, Takeout, and Delivery.
Written by
Max Kovalchuk
Updated over a week ago
Change password for management console
Change your employee's management console password in case he forgot it.
Written by
Max Kovalchuk
Updated over a week ago
How to pay the Poster subscription
If your account expires, pay the subscription by card in the management console.
Written by
Sergey Butsykin
Updated over a week ago
How to add a location
If you have several locations with a similar menu, combine them in one account and monitor the sales of the entire network.
Written by
Sergey Butsykin
Updated over a week ago
How to take account of receipts, closed after midnight
If your location is open until the last customer leaves or closes after midnight, set up shift end time.
Written by
Sergey Butsykin
Updated over a week ago
How to hide a floor plan on your Point of Sale
If you have a counter service or you serves only a to-go dishes you can hide a floor plan.
Written by
Sergey Butsykin
Updated over a week ago
How to set up delivery
To set the service standard, select city areas and set delivery rates for each of them, set up delivery for your location.
Written by
Sergey Butsykin
Updated over a week ago
How to add or delete a floor section
Add floor sections to the POS to work several sections of your place or with summer platform.
Written by
Sergey Butsykin
Updated over a week ago
How to change receipt template
To make you receipt unique and well-known, set up receipt pattern and add some useful information.
Written by
Sergey Butsykin
Updated over a week ago
Security settings and restrictions of admin password
Change security settings to select actions that can be done on the register only by the hall manager.
Written by
Sergey Butsykin
Updated over a week ago
How to arrange tables on the floor plan
Change tables’ location on the floor plan so your waiters could work and sale faster.
Written by
Sergey Butsykin
Updated over a week ago
Menu prices with multiple locations and order sources
If you serve orders in multiple locations, or by delivery services, create different pricing depending on that.
Written by
Sergey Butsykin
Updated over a week ago
How to account working time of your employees
Account working hours of your employees to calculate their salary.
Written by
Sergey Butsykin
Updated over a week ago
How to send notifications for the subscription renewal to multiply emails
If you want to send reminders 3 days before the account expires, write your employee's emails and renew your subscription on time.
Written by
Sergey Butsykin
Updated over a week ago
How to create a position
To assign your employees a position we have six default positions with different access rights to management console and POS
Written by
Sergey Butsykin
Updated over a week ago
How to add service charge
Set up fixed service charge percent and Poster will automatically recount total sum of order with service charge included.
Written by
Sergey Butsykin
Updated over a week ago
How to add an employee
You can add your employees to Poster and give them access to point of sales and different features of management console.
Written by
Sergey Butsykin
Updated over a week ago