Restaurant POS setup guide

Restaurant POS is a powerful, all-in-one solution designed specifically for the food and beverage industry. It helps restaurant owners and staff manage daily operations with greater speed, accuracy, and efficiency. From order processing to table management, the Restaurant POS application streamlines every aspect of restaurant workflow — all from a single, easy-to-use platform.

Needed applications:

Restaurant POS Configuration - Application that is meant for administrators to manage restaurant product catalog, menu, employees and POS configurations.

Restaurant POS - Restaurant POS application

Steps to install the applications

Log in to Erply here:
https://login.erply.com/
Select Back Office
Navigate from menu Apps -> App store
Install Restaurant POS Configuration & Restaurant POS

Restaurant POS Configuration

Application is meant for administrators to manage restaurant product catalog, menu, employees and POS configurations.

Steps to set everything up:

Synchronize location from left corner
Navigate to Configuration
1. Synchronize POSes
2. POS
  Here the admin can manage the POSes. What menu templates are used & and what devices are connected to POSes etc.
3. Sales Documents
  Here it is possible to set rounding for cash payments to .5 cents.
4. Order Display & Printers
  Here you can configure different displays & printers for example Bar & Kitchen.
  Example: if Kitchen would be added as a display for food product when a sale is made this product would be printed from kitchen.
  Printer can be selected when the Printing microservice has been configured on the computer and the printer can be identified.
  More about device setup & configuration here:
5. % VAT rates
  Vat rate setup on the account & what is the default VAT rate when creating a new product.
6. Click Save
Products
Here is product catalog management.
1. Product groups
  Groups are for categorizing products for filtering and also reporting proposes. Product groups can be also used for group based discounts.
  It is required to have at least one product group.
2. Products
  View for managing product catalog. Here users can add new products or remove old and update product information.
3. Extras
  Products can have extras or modifiers assigned to them—such as ingredient options, sizes, or add-ons. For example, when selling a coffee, staff can choose between regular milk or lactose-free milk as an extra.
  Extras can be configured with a price that is added to the main product price when it is added to the shopping cart.
4. Extra categories
  For grouping extras. Right now used for Bolt integration.
Menu
Restaurant menu management. It allows you to set up multiple menu templates which then can be set as active for specific POSes. It is possible to have different menus for each POS.
How to:
1. Select Add Template and name a new template
2. Select Add tab to create product category for the menu
3. Click on the +
  1. Text option allows to add separating description under this category of menu products
  2. Buttons allow to add buttons section to the menu where products can be added
4. Once buttons have been added products can be selected
5. Click on a button on the grid
  1. By clicking on the grid it will open popup windows to select button type. Select Product
  2. Now look for a product by typing its name into the search field.
  3. Select a product by clicking on the search result and then Insert
Tables
Here users can manage a list of tables that can be assigned in the POS when a sale is made.
Customer Groups
Customer group management. Used for segmenting clients for discount and reporting purposes.
It is mandatory to have at least one customer group.
Users
Restaurant POS user management. Managing employee access to POSes.
Employees can use the PIN code generated here for their user to login to POS.
To create a user:
1. Select Add new user
2. Fill in the form about the employee
3. Save
Devices
Here users can see a list of POS computers.
To get the information about POS devices a computer has to have an installer microservice. After that when the user first tries to login, the device is identified by the admin application and the device can be assigned to a specific POS.
Devices can be assigned to POS in Configuration view.
Device & microservice setup
Communication between different hardware payment terminals, printers etc. is handled by microservices that run in the background. Microservices need to be installed on time and then configured. After that they work in the background without having to run any extra programs.
How to install microservices:
1. Installer setup
  1. Go to https://posow.erply.com/
  2. Login with your Erply credentials
  3. Navigate from left on side Hardware -> Installer App -> Installation
  4. Download the Installer app
  5. Run the downloaded installer file
  6. After installation is complete click Test connection on the page. It should say Installer is running when successfully installed.
2. Printers
  1. Navigate from left on side Hardware -> Integrations
  2. Select Pos → Select Pos id: ( be reminded that each location need separate configuration)
  3. Select Printer and continue
  4. Printing options Golang printing micro-service needs to be active
  5. Please add printer information needed and save it
3. Payment terminals
  1. Navigate from left on side Hardware -> Integrations
  2. Select Pos → Select Pos id: ( be reminded that each location need separate configuration)
  3. Select Payment Terminal and continue
  4. Add New Integration
  5. Install the latest version and add payment terminal
  6. If the the settings are done then you need to go back to the Dry Cleaning POS Configuration