POS Checklist
3.1 Add sales to cart
3.2 Modify the price on POS
https://crmsystem.warelycorp.com/knowledge-base/article/pos-modify-price-process
3.3 Apply Individual product discount & whole cart discount
- Individual discount: https://crmsystem.warelycorp.com/knowledge-base/article/pos-individual-product-discount-process
- Whole discount: https://crmsystem.warelycorp.com/knowledge-base/article/pos-whole-product-discount-process
3.4 Apply voucher
https://crmsystem.warelycorp.com/knowledge-base/article/pos-voucher-process
3.5 Use & View Hold the Orders
https://crmsystem.warelycorp.com/knowledge-base/article/pos-hold-order-process
3.6 Use to Tip/Tag the Orders
https://crmsystem.warelycorp.com/knowledge-base/article/pos-tip-tag-process
3.7 Use Dine-In on Take Away & Take Away on Dine-In
3.8 Use the Open Cash Drawer
https://crmsystem.warelycorp.com/knowledge-base/article/pos-open-drawer-process
3.9 Use HR Module if applicable
https://crmsystem.warelycorp.com/knowledge-base/article/pos-hr-module
3.10 Use sales history and generate report, refund and reprint
- Generate Report: https://crmsystem.warelycorp.com/knowledge-base/article/pos-generate-report-process
- Refund: https://crmsystem.warelycorp.com/knowledge-base/article/pos-refund-process
- Reprint: https://crmsystem.warelycorp.com/knowledge-base/article/pos-reprint-receipt-process
3.11 Add the printers and payment terminal on POS
3.12 Use Product Menu Settings
https://crmsystem.warelycorp.com/knowledge-base/article/pos-product-menu-settings-process
3.13 Use Print/Receipt Settings
https://crmsystem.warelycorp.com/knowledge-base/article/pos-print-receipt-settings-process
3.14 Perform reset and restart
- Reset: https://crmsystem.warelycorp.com/admin/knowledge_base/view/reset-2
- Restart: https://crmsystem.warelycorp.com/admin/knowledge_base/view/restart
3.15 Dine in if applicable (static / dynamic)
3.16 Use merge table and transfer table
- Merge Table: https://crmsystem.warelycorp.com/knowledge-base/article/pos-merge table
- Transfer Table: https://crmsystem.warelycorp.com/knowledge-base/article/pos-transfer-table
3.17 Use membership function (if applicable - Reward point and credits)
3.18 Check the App Version
https://crmsystem.warelycorp.com/knowledge-base/article/about
KIOSK Checklist
4.1
4.2
4.3
4.4
4.5
4.6
4.7
4.8
4.9
KDS Checklist
5.1
5.2
5.3
5.4
5.5
5.6
5.7
5.8
5.9
ODS Checklist
6.1
6.2
6.3
Admin Panel Checklist
7.1 Add product, product categories and unit
7.2 Use the selling price group
7.3 Use bulk price update
7.4 Campaign Coupons (if applicable)
7.5 Import product
https://crmsystem.warelycorp.com/knowledge-base/article/for-import-more-product
7.6 Add the modifiers and assign the products
https://crmsystem.warelycorp.com/knowledge-base/article/to-add-modifier
7.7 Uses purchases module
7.8 Stock transfer module
7.9 Stock adjustment module
7.10 Expense module
7.11 Reports
7.12 Reports (Beta)
7.13 All Sales
https://crmsystem.warelycorp.com/knowledge-base/article/to-view-all-sales
7.14 Add Sales
7.15 List Sell Return
7.16 Discount
https://crmsystem.warelycorp.com/knowledge-base/article/to-add-discount
7.17 Voucher
https://crmsystem.warelycorp.com/knowledge-base/article/to-add-voucher
7.18 HRMS (If applicable)
7.19 Credits (if applicable)
7.20 CRM (If applicable)
7.21 Customer membership
7.22 User Management
7.23 Settings
7.24 Business Settings
7.25 Floor plan & Tables
https://crmsystem.warelycorp.com/knowledge-base/article/to-add-floor-and-table
7.26 Terminal (POS/KIOSK/KDS)
7.27 Tax rate
https://crmsystem.warelycorp.com/knowledge-base/article/to-add-tax-rates
7.28 Invoice Settings
7.29 Printer Group
https://crmsystem.warelycorp.com/knowledge-base/article/to-add-printer-groups
7.30 Business locations
https://crmsystem.warelycorp.com/knowledge-base/article/how-to-add-a-new-location-outlet
Payment checklist
8.1
8.2
8.3
8.4
8.5
8.6