Initial Set up

Log in to POS using Valid Credentials & Home Screen View

Step 1: Click here to access Upserve POS.  → Enter the user name and password →  Click on Log in button

Step 2: Select the Menus button to view the menus.

Menu Creation: Menu

How to Add a New Menu

Step 1: Select the Create Menu button available on the home screen.

Step 2: Enter the Menu Name → Click Save

How to Delete a Menu

Step 1: Go to Menus → Select the menu you would like to delete

Step 2: Select the Delete Menu button → Click Save

How to Edit a Menu Name

Step 1: Go to Menus → Click on Menu Name  

Step 2: Edit Menu Name → Click Save

How to Make Menus Available on POS Visible to Checkmate and on Ordering Platforms

Step 1: Click on Settings → Select the Online Ordering button (shown below) available in the navigation panel

Step 2: Select the Settings button available under the Checkmate section

Step 3: Select the desired menu that you would like to make visible to Checkmate and Online Ordering Platform from the Menu dropdown list → Select the Submit button. 

Menu Creation: Item Category

How to Add an Item Category

Step 1: Click on Menus → Click on Categories → Click on Create Category

Step 2: Enter Category Name → Click Save

How to Edit an Item Category

Step 1: Click on Menus → Click on Categories → Search Category

Step 2: Click on Category   

Step 3: Edit Category Name → Click Save

How to Delete an Item Category

Step 1: Click on Menus → Click on Categories → Search & Select category

Step 2: Click on Archive Category

Step 3: Select Yes → Select Ok

Menu Creation: Display Group

How to Add a Display Group

Step 1: Click on Menus → Click on Display Groups → Click on Create Display Group

Step 2: Enter the Group Name → Click Save

How to Assign an Item to a Display Group

Step1: Click on Menus → Click on Display Groups → Search & Select Display Group

Step 2: Click on Assign Items

Step 3: Search and Click on the Item

Step 4: Once you click on the Item, you will see Yes in added column → Click Done

Step 5: You will now observe that the Item is added to the Display Group → Click Save

How to Remove an Item from a Display Group

Step 1: Click on Menus → Click on Display Groups → Search & Select Display Group

Step 2: Click on the X button next to the item that you would like to remove   

Step 3: Select the OK button→ Select Save

How to Edit a Display Group

Step 1: Click on Menus → Click on Display Groups → Search & Select Display Group

Step 2: Edit the Group Name field → Click Save

How to Delete a Display Group

Step 1: Click on Menus → Click on Display Group → Search & Select Display Group

Step 2: Click on Delete Display Group → Click Save

Menu Creation: Item(s)

How to Add a New Item

Step 1: Click on Menus → Click on Items → Click on Create Item 

Step 2: Click on the Item type dropdown → Select Normal → Enter the Item Name → Enter the POS Price → Select the Category → Click Add to Display Group → Click Save

How to Edit an Item

Step 1: Click on Menus → Click on Items → Search & Select Item

Step 2: Edit name under the Receipt Name field → Click Save  

How to Edit an Item Category of an Item

Step 1: Click on Menus → Click on Items → Search and Select Item 

Step 2: Click on Category dropdown → Select Category → Click Save

How to Edit the Display Group of an Item

Step 1: Click on Menus → Click on Items → Search and Select Item

Step 2: Scroll down to the Display Groups section → Select X for the Display Group you would like to remove

Step 3: Click on Add to Display Group → Search & Select the display group → Click Done → Click Save

How to Remove/ Delete an Item

Step 1: Click on Menus → Click on Items → Search & Select item

Step 2: Scroll down to Additional Options section → Click on Status dropdown → Select Archived → Click Save

How to Add Items as Sides under an Item

Step 1: Click on Menus → Click on Items → Search & Select item

Step 2: Scroll down to Sides section → Click on Assign Item as Side

Step 3: Search and Select an Item → Edit Price → Click Save

Step 4: Scroll up to Required Info section → Edit Minimum & Maximum Sides field → Click Save

How to Add/ Edit an Item Description

Step 1: Click on Menus → Click on Items → Search & Select an item

Step 2:  Scroll down to Additional Options section → Add/Edit description under Online Menu Description → Click Save

How to Add/Edit Image of Item

Step 1: Go to Upserve dashboard → Select Menus

Step 2: Select Items to view the entire list of menu items.

Step 3: Select the menu item(s) for which, you would like to update the image. You will be directed to a new window (shown below) wherein, you need to scroll down under the Additional Options field to access the Online Menu Image icon that can be used to update the image of the menu item. You can easily add the image available within your computer by selecting the Select an Image button.

Step 4: Select the Save button to reflect the incorporated changes for that specific menu item.

How to Mark an Item Available/ Unavailable on POS

Step 1: Click on Menus → Click on Items → Search & Select an item

Step 2: Scroll down to the Additional Options section → Click on the Status drop-down → Select Archived (to make  item unavailable) → Click Save

How to Mark an Item as Out of Stock

Log in to the Checkmate Portal → Click on Menu Management → Search item to mark → Toggle the Available button

To set a time limit on Out of Stock Status:
There will be a pop-up window that appears that asks you to select for how long the item will be out of stock. Select the required option and click “Save and Push”

How to Sort/Arrange Item Categories & Items

Note: This needs to be managed from the Checkmate Portal.

Log in to Checkmate Portal → Click on Store Management → Click on Sort Menu 

To Sort Categories:

Drag and drop Category to desired space > Click Save > Click Push to Ordering Platform

To Sort Items within a category:

Drag and drop Item to desired space > Click Save > Click Push to Ordering Platform

Menu Creation: Modifier Group(s)

How to Add a Modifier Group

Step 1: Click on Menus → Click on Modifier Groups → Click on Create Modifier Group

Step 2: Enter the Group Name → Enter the Display Name → Enter the Minimum and Maximum value → Click Save

How to Edit a Modifier Group

Step 1: Click on Menus → Click on Modifier Groups → Search & Select Modifier Group

Step 2: Edit the Group Name → Edit the Display Name → Click Save  

How to Edit the Min/ Max Option for the Modifier Group

Step 1: Click on Menus → Click on Modifier Groups → Search & Select Modifier Group

Step 2:  Edit the Min/ Max field → Click Save

How to change the Modifier Group option from Required → Optional/ Optional → Required

Required → Optional:

Step 1: Click on Menus → Click on Modifier Groups → Search & Select Modifier Group

Step 2: Scroll down to Options section → Under the Minimum field, change the 1 to 0 → Click Save

Optional → Required:

Step 1: Click on Menus → Click on Modifier Groups → Search & Select Modifier Group

Step 2: Scroll down to Options section → Under the Minimum field, change the 0 to 1 → Click Save  

How to Assign Modifier Group under an Item

Step 1: Click on Menus → Click on Items → Search & Select Item

Step 2: Scroll down to Modifier Groups section → Click on Assign Modifier Group  

 Step 3: Select the Modifier Group from Assign Modifier Group list → Click Done → Click Save

How to Delete a Modifier Group from an Item

Step 1: Click on Menus → Click on Items → Search & Select item for modifier group to be removed

Step 2: Scroll down to Modifier Groups section → Click on the X (Remove) button on Modifier Group → Click Save  

How to Remove/ Delete Modifier Group

Step 1: Click on Menus → Click on Modifier Groups → Search & Select Modifier Group

Step 2: Scroll down to the Options section → Change status field to Archived → Click Save  

How to Sort/ Arrange Modifier Groups

Log in to Checkmate Portal → Click on Menu Management on homepage → Click on Item → Click on Sort Modifier Groups 

Once that has been clicked, Drag and drop item to desired place → Click Save

Menu Creation: Modifiers

How to Add a Modifier

Step 1: Click on Menus → Click on Modifiers → Click on Create Modifier

Step 2: Edit Name → Edit Price → Click Save

How to Edit a Modifier (Name, Price, Status)

Step 1: Click on Menus → Click on Modifiers → Search & Select Modifier

Step 2: Edit the Name, Price, Status fields → Click Save

How to Add a Modifier under a Modifier Group

Step 1: Click on Menus → Click on Modifiers → Search & Select Modifier

Step 2: Edit the Name field → Edit the Price field → Edit the Status field

Step 3: Scroll down to Modifiers section → Click on Assign Modifiers

Step 4: Search & Select modifier(s) → Click Done → Click Save 

How to remove the Modifier from a Modifier Group

Step 1: Click on Menus → Click on Modifier Groups → Search and Select Modifier Group

Step 2: Scroll down to Modifiers → Click on X (Remove) button on Modifiers → Click Save

How to Remove/ Delete Modifier

Step 1: Click on Menus → Click on Modifiers → Search & Select Modifier

Step 2: Scroll down to the Options section → Change Status field to Archived → Click Save

Menu Creation: Miscellaneous

How to Add Menu Hours

Step 1: Log in to Checkmate Portal → Click on Store Management → Click on Ordering Hours → Click on Regular Hours → Click on Edit

Step 2: Update the hours as needed → Click Save → Click Push

How to Add Alcohol Tags