Poster POS

Max Kovalchuk

Fedir Vasiliev

Kate Rantseva

Inventory, menu, reports, costs, discount and overall account configuration

Management console

You can combine dishes and products into categories to find them on the register faster.

How to add products and dishes categories

Use the import of products and their modifications to quickly add to Poster products and their varieties that you buy and resell.

How to import products and their modifications

You can copy dishes and edit copies to fill up the menu with similar dishes faster.

How to add a dish copy

Use the import of products to quickly add them to Poster.

How to import products

To add your menu to Poster faster, make an import of ingredients and then make dishes and preparations with them.

How to import ingredients

Preparations are pre-cooked dishes that consist of ingredients.

How to add preparations

Ingredients are goods that you use to prepare dishes and drinks.

How to add ingredients

You can put gross and net weight for dishes and preparations with weight ingredients.

How to specify gross and net weight manually

Print dishes with ingredients for your chef.

How to print a dish

The station is the place where dishes are cooked. For example, “Kitchen” or “Bar”.

How to add a station

Modifiers are the extra ingredients, products, size, or cooking methods in your dish.

How to add dish modifiers

What is the difference between a dish and a product?

You can make an export of all sections in the management console which have the Export button.

How to make a data export from Poster

You can combine goods into categories of ingredients to see the current amount of vegetables, meat, or dairy product in stock.

How to add categories of ingredients

Modifications are varieties of the same product

How to add product modifications

To add dishes and drinks that are cooked in your locations faster, make an import of dishes and then add ingredients and preparations.

How to import dishes

Dishes are food and drinks cooked according to the recipe in your location.

How to add a dish

Products are items that are ready for selling. They’re not used for the preparation of dishes. For example, a bottle of coke.

How to add a product

Add barcodes to products to recognize them with a reader or tablet camera and add them to order faster.

How to add a barcode to products

How to work with dish modifiers on your POS

Products

Discover the main factors to take into account when you’re calculating inventory balances for each month

How to prepare a month end report

Add supplies to track your stock and ingredients food cost. Before adding supply, create ingredients and products which would be in storage.

How to add supply in the management console

To do an inventory check only of several ingredients, products or dishes, run a partial inventory check.

How to run a partial inventory check

Print a checklist with all ingredients, products, and dishes in storage that were used to make an inventory check. 

How to print an inventory checklist

Use inventory checks to compare your expected balance to the actual balance of ingredients in stock by storage locations

How to run an inventory check

Add supplies quickly on the POS register without accessing the management console.

How to add a supply on the POS

Supply your ingredients in packages. Like 12 pcs of bottled water or a sack of flour

How to add ordering unit

Disable manufacturing to switch Poster write offs back to deducting ingredients instead of dishes and preparations cooked in advance

How to disable the manufacturing of dishes

Run the ingredients movement spreadsheet to control stock supplies, expenses, and average food cost per ingredient.

How to work with ingredients movements report

Add storage locations to make supplies, manual write-offs, inventory checks, and control stock.

How to add a storage

Move ingredients, products, and manufactured dishes between your storage locations.

How to make a transfer between storages

Use supply import for fast adding ingredients and products to stock in Poster.

How to make a supply import

Write-off rules automatically help Poster POS orders to be written off from the correct storage

How to configure storage write-offs

Poster automatically calculates the food cost according to the supplies and stock balances.

How to set the food cost

Generally products are written-off from the storage automatically once sold. In case of expiry or other reasons add manual write-off

How to make a manual write-off from the storage

To control stock deduction, you can view ingredients movement for a selected period.

How to work with inventory reports on movement of products and ingredients

Enable low stock alert to make purchases on time and get notifications about supplies running low

How to set up low stock alert

Add supplies of the ingredients and products in stock, and Poster will automatically calculate the food cost of the dishes and beverages.

How the food cost is calculated

Add suppliers to track their supplies and amounts paid

How to add a supplier

Manufacture helps to convert existing ingredients into prepared dishes and track their stock. Mostly used in bakeries or diners.

What is manufacture and how to use it

Inventory

Use cash shifts to control cash movements in your location.

How to work with cash shifts on the POS

Create accounts to keep track of your location's revenue

Full set up of Financial accounts in Poster

Use payroll accounting to calculate your employees' salaries. Set up staff time tracking, payroll calculation and get the payroll reports

How to set up payroll accounting

View financial report to control cash flow in your accounts. It’s a spreadsheet with income and expenses transactions sorted by categories

How to read the financial report

Set up taxes and apply them to your dishes and products to take calculation of taxes from sold goods in Poster.

How to calculate the taxes

To fix incorrect cash shift numbers edit, delete, or add new transactions in the management console.

How to edit cash shifts metrics

Create automatic transactions to withdraw supply funds once a supply is added

How to pay for supplies with the bookkeeping account

While using payment gateway to accept card payments or collaborate with delivery service, enable automatic fee tracking.

How to track payment processing fees

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.

How to add taxes and their types

View the cash movements every shift for security and tracking down the difference between expected and actual money balance in the cash box.

What is expected and actual balance in cash shifts

Categorize transactions to simplify reports. “Rent”, “Labour cost”, “Supplies” are expenses, and “Banquet service” category is an income.

How to add transaction categories

This transaction adds after the cash shift closure in case of difference between expected and actual shift balances.

What is the an adjustment transaction

Transaction is a movement of money on the accounts. For example, a deposit payment is an income and utility bills is an expense.

How to add transactions in the management console

Finances

To view receipts with potentially suspicious activity or fraud of your staff,  use the filter 🙀 Suspicious activity.

How to view receipts with suspicious activity of your staff

View sales reports by payment methods to check if customers pay for orders by card or by cash more often.

How to view sales reports by payment methods

View tables reservation reports to control and analyze hall load.

How to work with reports by tables reservation

To control your revenue, average receipt and amount of sales per each customer, check customers statistics.

Customer and discount reports

View sales reports by products to control the amount of sold dishes, food cost % and revenue.

How to view sales report by products

View sales reports by each table to control guest count, average receipt and profit of each tables hall of your location.

How to view sales reports by tables

View waiters reports to control the worked time and sales of employees.

How to view waiters sales reports

View stations sales reports to control amount of sold goods, revenue and profit of kitchen and bar.

How to view stations sales reports

View sales reports by locations to control the revenue and profit of each location.

How to work with sales reports by locations

Delete incorrect receipts to match revenue and stock to the actual ones.

How to delete a receipt

To control sales of the products with tax, view reports by the tax types.

How to view taxes report

View sales reports by categories to control gross revenue, profit, and food cost of sold dishes.

How to view sales reports by categories

View sales report chart to control sales in your location.

How to work with sales report

To view detailed history of each receipt and control their amount for the certain period, you can use sales reports in Poster.

How to work with receipts report

Analytics

Let your customers collect bonuses from their purchases and allow discounts applied by a unique customer card.

Customer loyalty cards for disounts and bonuses

Import customers to Poster. That is the quickest way to add your customer list in bulk

How to import customers and their bonuses

You can add a new customers in your management console to allow them collecting bonuses or a discount

Add new customer in management console

Set up a customer group to provide your customers a loyalty discount for the whole order.

Customer group discount

Set up an automatic bonus top up for customers once it's their birthday.

How to set up a birthday bonus

Exclusions are products and categories which are not covered by discounts and bonus payments.

Exclusions preventing discounts for certain items

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.

How to set up the cash-back rewards program

You can add a new customers at your POS to allow them collecting bonuses or a discount

Add new customer at the POS

Promotions help to discount, certain products or quantity to increase sales

Adding discounts for promotional items

Marketing

Create custom order sources in addition to the types that are already available by default: Dine-in, Takeout, and Delivery.

How to work with order sources

Change your employee's management console password in case he forgot it.

Change password for management console

If your account expires, pay the subscription by card in the management console.

How to pay the Poster subscription

If you have several locations with a similar menu, combine them in one account and monitor the sales of the entire network.

How to add a location

If your location is open until the last customer leaves or closes after midnight, set up shift end time.

How to take account of receipts, closed after midnight

If you have a counter service or you serves only a to-go dishes you can hide a floor plan.

How to hide a floor plan on your Point of Sale

To set the service standard, select city areas and set delivery rates for each of them, set up delivery for your location.

How to set up delivery

Add floor sections to the POS to work several sections of your place or with summer platform.

How to add or delete a floor section

To make you receipt unique and well-known, set up receipt pattern and add some useful information.

How to change receipt template

Change security settings to select actions that can be done on the register only by the hall manager.

Security settings and restrictions of admin password

Change tables’ location on the floor plan so your waiters could work and sale faster.

How to arrange tables on the floor plan

If you serve orders in multiple locations, or by delivery services, create different pricing depending on that.

Menu prices with multiple locations and order sources

Account working hours of your employees to calculate their salary.

How to account working time of your employees

If you want to send reminders 3 days before the account expires, write your employee's emails and renew your subscription on time.

How to send notifications for the subscription renewal to multiply emails

To assign your employees a position we have six default positions with different access rights to management console and POS

How to create a position

Set up fixed service charge percent and Poster will automatically recount total sum of order with service charge included.

How to add service charge