3 months ago
Getting Started Guide: for Cafés, Bars, Beauty Saloons & Restaurants
Getting Started Guide: for Cafés, Bars & Restaurants
Congratulations on choosing our POS to power your business!
This guide will walk you through the essential setup steps after your first login. Follow these steps in order to get your system up and running smoothly.
Step 1: First Login
1. Navigate to your Ultimate POS login page
2. Enter your admin credentials
3. Click the Login button to access your dashboard
Step 2: Enable Business Modules
Since you're running a café and restaurant, you'll need to enable the specific modules designed for your business type.
Go to: System Settings → Enable the following modules
Modules Purpose
✅ Tables Manage floor plan and table assignments
✅ Service Staff Assign orders to waiters/staff
✅ Modifiers Add customizations (extra cheese, sizes, etc.)
✅ Kitchen Send orders to kitchen for preparation
📌 Note: Enabling Tables & Service Staff will automatically enable the Bookings module and related reports (Table Report & Service Staff Report).
Step 3: Set Up Your Business Location
Go to: Settings → Business Locations
1. Click Add to create your business location
2. Enter your café name: "Amin Smart Cafe & Restaurant"
3. Add your address and contact details
4. Assign stock and inventory to this location
💡 If you have multiple outlets, you can add each location separately.
Step 4: Configure Your Tables
Now it's time to set up your floor plan!
Go to: Settings → Table
1. Click Add to create each table
2. Select your Business Location (Amin Smart Cafe & Restaurant)
3. Enter a Table Name (e.g., Table 1, Table 2, or "Window Seat", "Patio")
4. Add a Short Description (optional) – e.g., "Seats 4 people"
📌 Tables will appear in the POS screen for taking orders. If you have multiple locations, ensure you select the correct location in POS to see the right tables.
Step 5: Set Up Service Staff
Create user accounts for your waiters and service staff.
Go to: User Management → Roles
1. Create or Edit a role – Check the "Service Staff" checkbox for User Type
2. Assign this role to your staff members
3. Staff will now see a new "Orders" menu in their dashboard to view assigned orders and update status
Optional: To assign different service staff for each product in a sale:
Go to Business Settings → POS → Enable "Service staff in product line"
Step 6: Set Up Your Menu & Categories
Go to: Settings → Categories
1. Click Add to create product categories
2. For Amin Smart Cafe & Restaurant, consider categories like:
· ☕ Hot Beverages (Coffee, Tea, Hot Chocolate)
· 🥤 Cold Drinks (Juices, Sodas, Smoothies)
· 🍔 Burgers & Sandwiches
· 🥗 Salads & Appetizers
· 🍰 Desserts & Pastries
· 🍺 Bar & Alcohol (if applicable)
3. Add your products under each category with:
· Product name
· Price
· Description
· SKU (optional)
Step 7: Set Up Modifiers (Customizations)
Modifiers allow customers to customize their orders – perfect for cafés and restaurants!
Go to: Settings → Modifiers
Example for Amin Smart Cafe:
Modifier Set Modifier Options Price
- Coffee Size Small +$0
- Medium +$1
- Large +$2
- Milk Type Regular +$0
- Oat Milk +$1.50
- Almond Milk +$1.50
- Cheese (for sandwiches) Single +$0
- Double +$2
How to add:
1. Click Add – give the modifier set a name (e.g., "Coffee Size")
2. Enter multiple modifier names & prices
3. Click Save
4. Click "Manage Product" – associate all products where this modifier can be used
📌 When a product is added in the POS screen, modifiers will automatically appear for selection.
Step 8: Configure Tax Settings
Go to: Settings → Tax Rate Setting
1. Click Add to create tax rates
2. For example:
· Name: VAT @ 10% | Tax Rate: 10
· Name: Service Charge @ 5% | Tax Rate: 5
⚠️ Use the tax rates applicable to your country/region. Consult your local tax authority for accurate rates.
Step 9: Set Up the Kitchen Module
Go to: Kitchen from the left navigation
How it works:
1. When an order is placed in the POS screen, it automatically appears in the Kitchen screen
2. Kitchen staff can view order details
3. When ready, click "Mark as Cooked" – the order moves to the Orders screen
4. Service staff then click "Mark as Served" – completing the process
Auto-Refresh:
✔️ Kitchen and Order screens auto-refresh every 600 seconds (10 minutes) by default.
📌 Important: To send an order to the kitchen, check the "Send to Kitchen" checkbox on the POS screen when placing the order.
Step 10: Set Up Bookings & Reservations
Since you enabled Tables & Service Staff, Bookings is already active!
Go to: Bookings from the left navigation
1. View "Today's Bookings" on the main page
2. Double-click any date on the calendar to add a new booking
3. Fill in:
· Location (Amin Smart Cafe & Restaurant)
· Customer name & contact
· Table assignment
· Service Staff assigned
· Start & End time
4. Optionally send notifications to customers
Step 11: (Optional) Set Up Contactless QR Menu
This add-on allows customers to view your menu and place orders via WhatsApp!
Setup:
1. the ContactLess Menu & Catalogue Module is installed and ready for you
2. Go to Product Catalogue settings
3. Enter your WhatsApp business number – orders will be received here
4. Generate QR code for your business location
Customer Experience:
· Customers scan the QR code
· Browse products with images, prices, and descriptions
· Add items to cart → Checkout → Enter details (Name, Email, Phone, Address)
· Order details sent directly to your WhatsApp
📑📑📑📑
✅ Quick Setup Checklist: Task Done?
- First login with admin credentials
- Enable Tables, Service Staff, Modifiers, Kitchen modules
- Set up Business Location ("Amin Smart Cafe & Restaurant")
- Add tables with names & descriptions
- Create Service Staff roles & user accounts
- Set up product categories (Beverages, Food, etc.)
- Add products with prices
- Create Modifier sets (sizes, milk types, cheese, etc.)
- Configure tax rates
- Test Kitchen order flow
- Set up Bookings calendar
- (Optional) Configure Contactless QR Menu
🆘 Need Help?
🎉 You're all set! Start taking orders and serving your customers with HudHud Cloud POS!