Download the PDF doc of this process here

Adding additional Selling Locations

Step 2

Click on Create Selling Location

Step 3

Required
Fill in Name of the new selling location

Step 4

Optional
Fill in Contact Number of Selling Location

Step 5

Optional
Fill in Email Address of Selling Location

Step 6

Optional
Fill in Description of Selling Location

Step 7

Optional
The Business Type can be left as per Merchant business type or can be varied e.g.
Retail business within a Hospitality environment or vice versa

Step 8

Required
Fill in the Address of Selling Location

Step 9

Required
Use the search line and search for the address, click on Search and it will then fill the coordinates (Latitude and Longitude) via Google Maps – the pin can be moved as well for more precise location or looking for another location

Step 10

Required
Click on the green Create button

Renaming Stock Locations

Every Selling Location can have a Stock Location – to rename the Stock Location to perhaps be more unique than the default name Default , when logged into the merchant you have created – you need to follow below steps to do this.

Step 1

Click on Locations under the Admin Nav Bar -> Settings -> Locations option

Step 2

Click on the Eye icon next to the Selling Location that you want to edit the corresponding Stock Location name

Step 3

On the next screen, scroll to the bottom where STOCK LOCATIONS are shown

Step 4

By clicking on the Pencil next to the Name or Description lines – you can edit the Name or Description of the Stock Location

Step 5

Fill in the required details for Name and Description

Step 6

Click on the Green Checkmark Icon to apply the changes for Name and/or Description

Download the PDF doc of this process here

Recipes can be used for products that are not bought and need to be made in the kitchen, or need to be assembled by staff members, for instance when we have a burger on the menu those burgers have to be prepared with ingredients such as a patty of some sort, lettuce, cheese and tomato. Recipes will help keep track of the stock used to assemble these products and help calculate the profits of selling this produced item.

STEP 1:
Log onto Admin and into your merchant and go to the “Products” sub-menu on the left hand side of the page, on this page click on the eye icon on the product you’d like to add a recipe for.

STEP 2:
Make sure that the product you are adding a recipe to is set to a production item under it’s own settings. Once you’ve clicked on the view icon, the product info will open up, and under the “Delete” button you will need to click on the “Recipe” button.

STEP 3:
When you’ve clicked on the “Recipe” button you will now be able to either search for an ingredient to add, or you will be able to create new ingredients under this menu.

STEP 4:
Once all of the ingredients you wish to have on it has been added you can calculate the cost of the product you added this recipe under and update the cost of the production of that item. Have now successfully created a recipe, the finished product should look like this:

Overriding Prices is a feature generally used to price Portions specifically per product in cases when the standard Percentage Based Portion pricing does not work due to price points desired. Overriding prices can be set up per item for Portions and it is generally used for Portions as portions impact inventory.

Why do we offer Portions?
The goal is to help reduce Item clutter. With portions used one can have one item such as a bottle of whiskey and 2 portions. When Portions are not used, the merchant would require managing 3 items instead.

TallOrder Portions allows the merchant to set up a set of portions and then assign such portion set to the applicable set of products. E.g. for Wine Portions, a user may have portions such as Glass and Carafe, in addition to the full bottle, or for Spirits one may have Single, Double and Triple tots as portions in addition to a full bottle.

Stock conversions need to be taken into consideration as well , and in this example we are using Tots to refere to the Shots boughtb on the Jack Danien sand the conversion details are displayed below ( Global look ups > Stock Units> Tot Stock unit details:

One can also set up the % of AddOns to be used as well as the % of AddOn prices. For most AddOns the % to be used and price is generally 100%. The exception may be for instance when dealing Pizza portions when one wants to use say 50% of the addons as inventory but charge 60% of the full pizza price.

Why do restaurants do that ? Anyone who would have paid R24 would also pay R25 and a small extra margin is made…
Price point theory…An item that is a Recipe cant be an item that is ordered on a PO – as its something the tenant produces… Only Ingredients can be ordered.

How to set up overriding prices

Create portions first that will be overridden with the prices you assign on the product item. Instructions to create portions are listed on this page Normal Portions.

After the required portions have been set up follow these steps to assign portions and and override prices.

Products > Search required item > Click the eye icon to view details > Select Modifiers

On portion Modifier select Add portion and choose the required portion to override prices and click save.

Click on “Override prices” on the Item’s Details Menu and then click the “Add Override Portion” button.

Select the Modifier group , Portion to be overridden , Add New Price , set to Active and then click create.

After clicking create the Portion Override price is added to the list of override prices for the portions in the selected portion group.

After this set up is done , publish settings to POS and confirm if the portion prices are being overridden correctly.

Stock Take Types are used in order for users to create different stock takes depending on certain product items the user would like to include. There are 2 ways to to create stock take types where the user can either use POS in inventory or on Admin.

Admin Set up

Step 1

Login into the Admin and select your tenant to view the dashboard.

Step 2
From the Menu Bar select Settings -> Stock take Types

Step 3
Select the Create new type button on the right of the screen to create a new stock take type.

Step 4
Enter Stock Take Type details.

Step 5
Click Create to save the details.

Step 6

Publish to POS and check if the Stock take type has been added with the correct details, to view the stock take types.

Step 7
Login into POS and the tenant where the stock take type was created and Enter the 4 digit staff pin.

Step 8
Click on Inventory.

Step 9
Select Stock take.

Step 10
You can notice that that the stock take type has been added but now needs items to be added.

Step 11
Select on the Stock take type and Choose the departments you would like to add to the stock take type.

Step 12
Add items using the switch buttons.

Step 13
When finished , click the “Done” button the departments of the product items you added will be shown inside the stock take.

Step 14

All the selected items should be added and the user can continue to carry out the stock take.

POS Set Up

Follow steps 7 – 9 from admin set up first then use the following steps

Step 1

Click on Stock take heading to create a new stock take type.

Step 2
Enter the Name of the stock take and click create.

After that you will notice that the Stock take type has been created but now needs items to be added.

Repeat steps 11 – 14 to finish off the process.

Download the PDF doc of this process here

Click on the “Inventory” option on the TallOrder taskbar at the of the screen (if you have an open shift) or under the “General” heading, in settings, click on the “Inventory” option.

Enter your manager pin to access the Inventory menu.

Select the middle most left option named “Receive PO’s”.

Click on the Purchase Order that you want to receive, in the right column.

This will open the Purchase order and notify you that you have to enter the cost excluding tax and enter the Tax total for all items in the appropriate text box at the bottom left of the screen. Click “Ok”.

After clicking “Ok” you will be able to fill in the relevant information for the Purchase Order that you are accepting. This includes the Line Total for the product/s (their total cost), the amount received (if you receive less than the issued amount the rest will be put on Back Order and you will have to enter the new Line Total for that product), add a note on each individual product, adding a Delivery Cost, adding the Supplier Invoice Number, adding the total Tax for the products on the Purchase Order, Print Barcodes for you items (Bottom left and only if barcodes are assigned to the product/s), Cancel the Order, Print out the Purchase Order (PrintToPDF), Email the received Purchase Order and lastly Processing the Invoice after all relevant information has been added.

After Processing the Invoice you will be prompted to Process the Purchase Order with the next two option “With Petty Cash” and “Without Petty Cash”. The “With Petty Cash” option is for when you pay the supplier is paid with cash from the cash register and the “Without Petty Cash” option is for any other payment arrangements.

When selecting the “With Petty Cash” option you will be prompted with a modal to select the reason for the pay-out (Supplier Name must be on Petty Cash Reasons list on Back-End), if you want to open the Cash Register and the amount for the pay-out. Enter all the information and click on “Continue” to complete the Purchase Order.

After processing the Invoice/Purchase Order with either the “With Petty Cash” or “Without Petty Cash” option the amount on the Purchase Order will be taken into the Stock On Hand amount and the last cost, as well as average cost for the product/s, will be updated and all completed Purchase Orders will be displayed to be viewed.

Download the PDF doc of this process here

Click on the “Inventory” option on the TallOrder taskbar at the of the screen (if you have an open shift) or under the “General” heading, in settings, click on the “Inventory” option.

Enter your manager pin to access the Inventory menu.

Select the top left option named “Purchase Orders”.

Either click on the “Create New Purchase Order” button on the righthand side of the screen or click on the “New PO” button at the top of the screen.

Select your supplier for this Purchase Order, the Expected Delivery Date, items at re-order/critical level (if necessary) and add a delivery note at the bottom of the modal. The draft Purchase order will be created.

Select the department the suppliers products fall under and click on them to add them to the Purchase Order. You will notice at the right of each item it indicates the Last Cost per item, Stock On Hand as well as Stock on Back Order.

After clicking on an item a modal will appear where you can enter the amount for that product that you want to add to the Purchase Order. After entering the amount click on “Add Item” to add that product with the amount to the Purchase Order.

After adding all your products to the draft Purchase Order go ahead and click on “Issue PO” in the bottom right corner to Issue the Purchase Order.

After clicking on “Issue PO” you will have the option to either Email and Issue or simply Issue the Purchase Order. With the first option you can enter the suppliers Email, add emails the the cc list and type out a message to the supplier. With the second option it will simply issue the Purchase Order without sending an email.

After following all above steps the Purchase Order will be created, the product and the amount will be on Back Order and you can view all Issued Purchase Orders under the the second tab, on the right hand side, with the icon of a person pulling a trolley with a box on it.