🧭 Manager

Settings, catalogue, stock, reports, team and permissions.

Guides for this role

• How to read this documentationThe markers used on every page: roles, modules, settings, videos.
• The QodPOS apps at a glanceThe till, waiter app, kitchen screen, kiosk, QR menu, customer screen and dashboard: what each one is for.
• Signing in (email, PIN code, wristband)How each person opens QodPOS, and which screen they land on.
• Installing QodPOS on a tablet or PCPut the till, the waiter app or the kitchen screen on the home screen, full screen.
• The "Getting started" checklistThe six first things to do after setup, ticked off by themselves.
• Ringing up your first saleOpen the till with its float, take an order, get paid and hand over the receipt.
• Customers at the till: attach, loyalty, separating customersAttach a customer to an order, use their points or stamp card, separate the customers of one table.
• DiscountsGive a discount on an item or the order, with a reason, the limits set by the manager and a manager's approval beyond them.
• Paying with cash and cardPart in cash, the rest by card, on the same order — each part counts under its own method.
• TipsOffer a tip at payment, keep the change, card tips, deduction and the team's share.
• Several card terminalsSay which terminal each card payment went through, to match each bank statement.
• Pay later: customer accounts and settlementsSell "on account", open an account at the till, take a settlement and print the receipt.
• A payment method in your name, and Glovo ordersCreate a custom payment method (for example Glovo) and add the Glovo button next to Delivery.
• Refunding or taking back an itemRefund a paid order, in full, in part or item by item, and know where the money goes.
• Cancelling an order or removing an itemCancel before payment, with a reason, saying what the kitchen had already prepared.
• The cash drawer and expensesOpen the drawer by hand, note expenses paid in cash, and what the till does with both.
• The X report and closing (Z report)Check the position during the day without closing (X), then close the till at night (Z), reprint and receive the report by e-mail.
• Reading the Z report, line by lineWhat the closing report contains, in the order it prints, and how each figure is computed.
• The till history and the day numberFind the day's orders, reprint a receipt, understand the tags and the order number.
• When the internet dropsWhat keeps working at the till without a connection, what is suspended, and how everything syncs when it returns.
• The waiter app: getting startedSign in, understand the floor plan (colours, states, your own tables), "Ready" alerts and the light or dark theme.
• The kitchen screenRead orders, start and finish each dish, filter by station, set sound and priorities.
• Printed kitchen ticketsRead a kitchen ticket, understand "MODIFIED" and "CANCELLED", reprint a ticket and what goes to which printer.
• Course sending (starter, main, dessert)Send dishes in order: starters first, then mains, then desserts, when the floor sends them.
• Setting up the kitchen: printers, stations, soundsTurn on the screen and tickets, add printers, route products to a station, set sound and quick notes.
• The back office: menu, roles and accessWho can open the dashboard, what each menu group holds, and why an entry does not show.
• The dashboardRead the figures for the day or a period: revenue, comparison, payment methods, peak hours, best sellers.
• OrdersFind a sale, filter it by till day, see its detail, export, take payment for or cancel an open order.
• Archived Z reports, reports and the accounting exportFind and reprint a closing, analyse a period, and hand your accountant a ready file.
• The activity logFind who did what, and who authorised it: refunds, cancellations, discounts, drawer, customer accounts, deletions.
• B2B invoicesCreate a legal invoice from a paid sale or a delivery note, number it without gaps and print it.
• ProductsCreate and edit a product: price, VAT, unit, variants, options, barcode, allergens, stock, recipe; archive, sort and import.
• Categories, sub-categories and modifiersSort the catalogue into categories (colour, image, order, sub-categories) and offer options on products (doneness, sauces, extras).
• Meal deals and promotionsCreate fixed-price menus for the kiosk and QR menu, and manage promo codes and quick discounts.
• Customers and loyaltyThe customer list, import, loyalty points and cafés' stamp cards.
• B2B customer accounts and delivery notesOpen an account for a customer served on credit, follow what they owe, print their statement, deliver on a note and issue a credit note.
• The team, permissions and time clockAdd a member, give them a role, a PIN or a wristband, till permissions, and follow hours worked.
• The floor planDraw the tables, sort them by zone, assign a waiter and print the tables' QR codes.
• Appointments, online booking and commissions (salons)Manage a salon's diary, the customer's online booking page and practitioners' commissions.
• Online ordersReceive, accept or refuse orders arriving from an online shop, Glovo or the API.
• Stock: levels, losses, batches and "exact stock"Follow quantities per product and per branch, declare a loss, watch use-by dates, and understand why a quantity is never typed by hand.
• Suppliers, purchase orders and entry notesOrder from a supplier, receive goods (with batches and use-by dates), record a purchase without an order, and see cost update.
• Stock counts and transfers between branchesCount stock (also for starting stock), close the count, import the count from Excel, and move stock from one branch to another.
• Ingredients, recipes, cost and marginsCreate ingredients and preparations, write a product's recipe, choose the cost method, and read the margin per product.
• Production (lab) and closing unsold itemsValidate a production sheet, forecast tomorrow's batch, prepare special orders and declare the evening's unsold items.
• Special ordersMade-to-order cakes, catering, pre-orders: price, deposit, order slip, quote, WhatsApp reminder and pickup.
• Import / Export (Excel)Bring your Excel files (products, ingredients, recipes, customers, suppliers) in and out, with a preview before saving.
• Settings at a glanceThe tabs of the Settings page, what each one holds, and search to go straight to what you want.
• General tab: legal details, business type, prices, backups, points of saleLegal details (locked), business type, excl. or incl. tax, licence, backups, staff sign-in, demo data, notifications, sounds and points of sale.
• Till tab: display, quick notes, screensaver, payment, floorThe till's grid and look, quick notes, customer separation, the screensaver, scale labels, PIN at closing, free-price products and the floor.
• Modules tab: order types, apps, customers, stock, authentication, paymentsTurn the business's features on or off: takeaway, delivery, tables, apps, customers, stock, production, invoices, expenses, PIN or wristband sign-in.
• Tickets and printing (Tickets and Printers tabs)Customise the customer receipt, VAT and legal details, the Z report format, printers and what prints by itself.
• Appearance: logo, colour, QR menu, language and app linksThe logo, the brand colour, the QR menu style, the interface style, the language, and the addresses to open on tablets.
• Kiosk tab: the kiosk's look and behaviourThe background, language, welcome screen, grid density, upselling, loyalty and promo codes of the kiosk.
• Integrations tab: your sending address, WooCommerce, Glovo and APISending the Z report from your own address (SMTP or Brevo), API keys, WooCommerce (sync and matching) and Glovo.
• The ordering kioskThe customer's journey at the kiosk, validation at the till, help requests and leaving kiosk mode.
• The QR menu: ordering from a phoneTable and counter QR codes, what the customer sees, and how the order reaches the till for validation.
• The customer display (dual screen)Show the customer their basket, the total and the change due on a second screen.
• The Analytics appFollow sales live on your phone: Z closings, periods, open orders, products, team, stock.
• GlossaryThe words used in QodPOS, explained simply.
• Business typesWhat the business type chosen at sign-up changes: hidden modules, preset settings, pages specific to each trade.
• Who can do whatEach role's rights, the actions that need a manager's PIN, and the apps each person can reach.
• FAQ and troubleshootingThe situations that come up most, with a short answer and the page to read for more.