Getting Started with POS

Getting Started with POS

The OneBookPlus POS system is designed for restaurants, cafes, and hospitality businesses.

Prerequisites

Before you can use the POS, you need to set up:

1. Menu items — your dishes, drinks, and products
2. Tables — your dining area layout (optional for takeaway-only)

Step 1 — Create Menu Categories

Go to Menu Management and create categories:

• Entrees, Mains, Desserts, Drinks, Sides, etc.
• Set a sort order to control the display

Step 2 — Add Menu Items

For each item, enter:

• Name — e.g., "Margherita Pizza"
• Price — GST-inclusive recommended for hospitality
• Category — assign to a category
• Dietary tags — V (vegetarian), VG (vegan), GF (gluten-free), DF (dairy-free)
• Available — toggle off if temporarily unavailable

Step 3 — Set Up Tables

Go to Table Management:

1. Create rooms (Main Dining, Outdoor, Bar, etc.) with grid dimensions
2. Add tables with labels (T1, T2, etc.), seat counts, and shapes
3. Use the floor plan editor to position tables on the grid

Step 4 — Start Taking Orders

Go to POS:

1. Select a table (or choose Takeaway/Delivery/Pickup)
2. Add items from the menu
3. Adjust quantities and add special instructions
4. Process payment (Cash, Card, Other)
5. Close the order

**Tip:** Install the POS app from the App Marketplace if it's not already available in your sidebar.