POS Setup Guide
OrderNest POS Setup Guide
Step 1: Create Your Account
Set up user roles for staff access control.
Step 2: Configure Your Menu
Add food and beverage items with pricing. Customize categories (e.g., starters, mains, drinks).
Set up modifiers (e.g., extra toppings, spice level).
Step 3: Connect Payment Methods
Enable UPI, card, QR code, and cash payments. Link your preferred payment gateway.
Set up tax configurations based on location.
Step 4: Set Up Order Management
Configure dine-in, takeaway, and online order settings. Enable real-time kitchen order display (KDS integration).
Assign tables for smooth order processing.
Step 5: Inventory & Stock Management
Add raw materials and ingredients for automated tracking. Set up low-stock alerts to prevent shortages.
Link inventory to sales for real-time updates.
Step 6: Staff & Access Control
Assign role-based access for admins, managers, and waitstaff. Monitor employee performance and shift logs.
Set up permissions for discount approvals and billing edits.
Step 7: Go live & Start Selling
Test POS transactions with sample orders. Train staff on using the system.
Begin processing live orders smoothly.
