Logging in for the first time on iPad
Once you have downloaded the seamless app from the app store and put in your credentials you'll be taken to the default idle screen of Seamless. To open the product screen enter the 4 digit pin number you created in the the back office area when you signed up.
Once a user has logged in for the first time the username will become available for fast login at the bottom and stay there until the rollover time at the end of the day.
On this screen you can also see the terminal ID and if you touch the [?] symbol you can get help via live chat or choose to log out completely which should usually only be done at the request of our support team, if you need to change the terminal ID or de-register a terminal.
Tip - download the app on your iPhone and create a homescreen widget to see today's sales on your home screen.
The main sales screen
This is what the main sales screen looks like in an example cafe setup.
Key actions
Select product - tap products to add them to the order ring up on the left
Delete product - swipe on a product in the order ring up on the left to remove it from an order
Navigate categories - tap a layout button at the bottom to switch screens between
different categories. Layouts are distinct from categories because we recognise sometimes a business wants to have a mixture of products in a single screen layout. e.g if they have a fast bar of most commonly sold drinks. Categories are the key component used in sales reports so setting this up correctly will give you the clearest trading data when you log in to analyse your business.
Select sit in and takeout mode - The switch at the top of the order ring up allows you to toggle the order as sit in or takeout. This will toggle pricing and vat rates as configured in the back office.
Select table - this will bring up the table map (see more below)
View orders - this will bring up the view order screen allowing you to open a previously saved order or to refund a closed order
Lock - this takes you back to the idle screen, allowing you to switch users. Different users can hold products in the ring up area whilst switching back and forth without those products being allocated to a table or saved. Useful in quick service applications where servers might need to calculate the price and move away to collect payment without blocking the POS to others.
Cog wheel - settings area (see below) this allows users with the correct access level to view the settings area and edit products etc.
Three dots - menu. This allows no sale, refund options and is dynamic in terms of which options are displayed, depending which screen is currently selected
Table Map / Floor plan
Create multiple table areas by dragging and dropping different sized table objects into the right location on the back office. Toggle between areas using the selector at the top right.
View orders area
Use the selector at the top to toggle between all,saved and paid orders. Re-open a paid order to perform refund actions or re-open a saved order to pick it back up void it or pay it off. Note: Saved orders will print to kitchen and other prep stations, and if subsequently voided, will print again to notify the kitchen and prep areas.
Products with modifiers
When selecting a product with modifiers an extra window will show, and depending how you have configured the options will allow you to select a pre-defined number of extra products or instructions. This is useful for workflows where you have standardised instructions for example Ribeye Steak > Rare > Pepper sauce where the instruction is free but the sauce may be charged and tracked in sales reporting.
Open Products
This function can be used to key in a price on the fly for those 'off menu' requests
Settings area
The first option is reporting where it will display the current day's total for the terminal and allow you to print x or z reports
Categories
Here you can manage or create categories, you can also do this on any computer with a web browser, we recommend Chrome.
Products
Here you can add new products or edit existing ones
Layouts
Here you can create button layouts, move buttons around and add product buttons to screens. Layouts and categories differ to allow flexibility for reporting and to permit mixtures of products on the same screen but from different categories. All new categories will automatically create a layout of the same name and populate the products associated with it, unless configured not to.
Portions
Portions can be used when you wish to sell products in divisions, for example Heineken > Pint/ Half Pint. Portions allow you to modify the price and ultimately the de-stocking units of these items. Another use case could be half portion of food, potentially OAP offers etc.
Modifier Groups
To set up modifiers on a product, first a modifier group must be configured. This allows the group to then be attached to multiple products. For example, a modifier group called Steak options could be created with cooking temperature instruction step and a subsequent steak sauce step. This would then be selected in the product configuration to display when Fillet, ribeye, sirloin etc are pressed.
Another example could be 'coffee options' where upsell syrups and temperature instructions are created and then associated with the different types of coffee, e.g. latte, americano, mocha. These instructions are all printed to prep stations (kitchen or bar) attached to the product for clarity.
Discounts
At present you can configure and name different discounts e.g Staff 20%, more advanced discounting rules are anticipated in future versions
Users
Add and manage users here, set up pin numbers and access levels
Options menu
This is dynamic dependent on the current screen selected. Perform fuctions such as no sale, add discount, void, refund here
