- Initial Set up
- Menu Creation: Menu
- Menu Creation: Item Category
- Menu Creation: Display Group
- Menu Creation: Item(s)
- How to Add a New Item
- How to Edit an Item
- How to Edit an Item Category of an Item
- How to Edit the Display Group of an Item
- How to Remove/ Delete an Item
- How to Add Items as Sides under an Item
- How to Add/ Edit an Item Description
- How to Add/Edit Image of Item
- How to Mark an Item Available/ Unavailable on POS
- How to Mark an Item as Out of Stock
- How to Sort/Arrange Item Categories & Items
- Menu Creation: Modifier Group(s)
- How to Add a Modifier Group
- How to Edit a Modifier Group
- How to Edit the Min/ Max Option for the Modifier Group
- How to change the Modifier Group option from Required → Optional/ Optional → Required
- How to Assign Modifier Group under an Item
- How to Delete a Modifier Group from an Item
- How to Remove/ Delete Modifier Group
- How to Sort/ Arrange Modifier Groups
- Menu Creation: Modifiers
- Menu Creation: Miscellaneous
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
Note: Item images need to be added directly from the POS.
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.
Note: You can also add the images from the curated image library by selecting the Browse Library button. Images can also be deleted by selecting the Remove 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
Note: This needs to be managed from the Checkmate Portal.
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
Note: This needs to be managed from the Checkmate Portal.
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
Note: This needs to be managed from the Checkmate Portal.
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
Note: At this time, the Upserve POS Direct Sync integration does not support alcohol sales. Once the integration has been upgraded, we hope to support this in the future.
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