This guide will take you through initial setup and the key areas of the seamless cloud based back office.
To access your back office from any location, use any device with a web browser (we like and develop for chrome) it also helps to use a device with a reasonable screen size like a laptop instead of a tablet or smartphone, although for on the fly adjustments you’ll find a lot of the back office functions available in the settings area of the seamless app on iPad.
Visit seamlesshq.co.uk to log in, you’ll find the link on your nightly report and in the settings area of your iPad app.
When first creating an account you’ll be presented with a screen like this.
Enter your details and choose a password
You’ll then be invited to enter some details about your business and location
And your business type, rollover time (the time that you stop trading each day e.g. pubs might be 0100am), and VAT details to be added to your receipts, you can also enable takeout mode which enables pricing to be set for take away products later.
Here you’ll set up a username and PIN for the owner/manager account to be used on the iPad app.
After you have completed these steps you will be taken to your dashboard for the first time. This area provides an overview of your business with the following metrics:
Gross sales today
Gross sales this week
Transaction count today
Average transaction value
Sales line graph with option to select week, month, quarter
Sales by user leaderboard
Sales by hour heatmap to show peak trading times
The first thing to begin setting up your POS system will be to create some categories, Most commonly these will be along the lines of: Starters, Mains, Pizzas, Desserts, Wines, Beers, Spirits - you may choose to go more granular such as ‘French Red wine’ or ‘Bourbons’ if your menu has sufficient choice in any given category. A button layout for the POS will be automatically created and populated.
The next job is to create some products to put into your newly created categories
Portion groups and modifiers can be configured here - modifiers being an instruction to the prep station or an additional product e.g. Fillet Steak>Rare>Pepper sauce. Portions are a method of modifying the size of a product for destocking and price modification purposes e.g. Pint/ Half pint.
Pricing is set on the next screen as well as tax rate
After this, you may wish to alter how the products appear in each button layout, grouping similar products together. New categories will automatically create matching layouts and products will be added automatically to them as well. You can move buttons in a drag and drop fashion, adding other products from the panel on the left if you wish.
Portion groups can also be created from the portions area. Portions are used to modify size and price. E.g. you might create a portion group called ‘size’ for coffee sizing purposes. With portions ‘small’ ‘medium’ and ‘large’ and pricing to match.
You can also create modifiers from the modifier area. Modifiers being an instruction to the prep station or an additional product e.g. Fillet Steak>Rare>Pepper sauce.
Currently only percentage discounts can be set up but we envisage more advanced promotions to be in future releases
Table maps can be created in the table area, with different shapes of table available
Users and access levels can be set in the user area:
Owner is the highest level with no restrictions
Supervisor can also see reports and perform voids and refunds
User level cannot see reports and cannot void or refund
The system settings area allows setup of tax rates, receipt header and footer text, sit in and takeout modes and enablement of card payment integrations. It can also enable printing of a large order number on every ticket and whether to default print receipts or only on demand.
