How to Set Up SalesPlay POS for your Restaurant

Setting up a POS (Point of Sale) system for your restaurant can seem like a daunting task, but with the right guidance, it can be a smooth process. In this article, we'll walk you through the steps of setting up SalesPlay, our all-in-one POS system designed specifically for restaurants. Whether you're a seasoned restaurateur or just starting out, SalesPlay offers user-friendly features that will help streamline your operations and enhance the dining experience for your customers. Let's get started and get your restaurant up and running with SalesPlay! 

Setting up and registering

Setting up and registering for SalesPlay  is a straightforward process that can be done through our website.

Here's a step-by-step guide: 

• Visit Our Website: Start by visiting SalesPlay website and locating the "Sign Up" section. You can typically find this in the navigation menu. 
• Create an Account: Once you're on the registration form, you'll see an option to create an account. 
• Enter Your Information: Fill out the registration form with your personal details, including your email address, and a secure password. Make sure to use a strong password to protect your account. 
• Submit: After filling out the registration form, click the 'Submit' button to complete the registration process
• Access Back Office: After logging in, you'll have access to SalesPlay Back Office, where you can manage various aspects of your restaurant, such as menu items, staff scheduling, inventory, and sales reports. 

Verify Your Email

After completing the registration process, you need to verify your email. You'll receive an email from SalesPlay with a verification link. Click on the link to verify your email address. 

 Signing up through SalesPlay POS app

1. Download the App: Start by downloading the SalesPlay POS app from the Google Play Store. Simply search for "SalesPlay POS" in the Play Store and select "Install" to download it to your device.
2. Open the App: Once the app is downloaded and installed, tap on the SalesPlay POS icon to open it.
3. Account Creation or Login: Upon opening the app, you'll be prompted with two options: "Register" and "Sign In". If you're new to SalesPlay, tap on "Registration" to create a new account. If you already have an account, tap on "Sign In" to log in.
   • Create an Account: If you're registering for the first time, you'll be prompted to enter some basic information such as email address, password, business name and business type.
   • Complete Registration: Follow the prompts to complete the registration process and click "Submit".
4. Log In: After successfully registering, you can log in to the SalesPlay POS app using the email address and password you provided during registration. If you already have an account, simply enter your credentials and log in.

By following these steps, you can quickly and easily sign up for SalesPlay POS or log in if you already have an account. If you encounter any difficulties during the process, our customer support team is available to assist you.

1. Product Management 

SalesPlay Back Office main menu > Products > Add Product  

Here's a comprehensive guide on how to add product details, including managing ingredients, composite and combo products in the SalesPlay POS system: 

• Add Basic Product Details: To add a new product, tap on the "Add Product" button. Enter the basic details such as the product name, category, description, and price. You can also upload a product image to make it easily recognizable for your staff and customers. 

•  Manage Variant products: A Product Variant refers to the various options or characteristics a product can possess. In a restaurant context, this might include different variations of a cappuccino, such as size (small, medium, large), type of milk (whole milk, skim milk, almond milk), or flavor (vanilla, caramel, hazelnut). Essentially, each of these options constitutes a product variant.

• Create Composite Products: Composite products are bundles of multiple items sold together as a single product. To create a composite product, navigate to the additional options and enable "Composite Product." Enter the details of the composite product, including its name, description, and price. Then, add the individual items that make up the composite product, along with their quantities. 

• Manage Ingredients: Ingredient products are not available for sale. You can later use these ingredient products to make composite products. Enable the "Ingredients" tab, to create an ingredient product. 

• Set Up Combo Products: Combo products are predefined combinations of items which you can choose and sell based on the customer’s choice. To create a combo product, go to the additional options section and enable "Combo Product." Specify the items included in the combo, their quantities, and the price for the combo. 

• Save Changes: After adding or modifying product details, make sure to save your changes to update the product information in the system.  Tap the "Save" button before exiting the product details screen. 

• By following these steps, you can effectively manage product details in the SalesPlay POS system, including ingredients, composite, combo products. This allows you to offer a diverse range of menu items and streamline operations for your restaurant. If you encounter any issues or have questions about managing product details, don't hesitate to reach out to our customer support team for assistance.  

 Import product details and upload them in bulk

• Prepare Product Details Spreadsheet: To import product details in bulk, users can prepare a spreadsheet containing all the necessary information. This spreadsheet typically includes columns for product name, category, description, price, ingredients (if applicable), and any other relevant details such as variants or composite products. 
• Access Import Tool: Within the SalesPlay POS system, users can access the import tool, usually located in the product management section or settings menu. This tool allows users to upload the prepared spreadsheet directly into the system. 
• Map Columns: When using the import tool, users will be prompted to map the columns in their spreadsheet to the corresponding fields in the POS system. This ensures that the data is imported correctly and accurately. For example, users can map the "Product Name" column in the spreadsheet to the "Name" field in the POS system. 
• Review and Validate Data: Before finalizing the import, users should review the data to ensure accuracy and completeness. The import tool may provide options to validate the data against predefined criteria, such as ensuring that prices are in the correct format or that all required fields are filled out. 

• Initiate Import: Once the data has been reviewed and validated, users can initiate the import process. This may involve clicking a "Import" or "Upload" button within the import tool. The system will then process the spreadsheet and import the product details into the database. 
• Verify Imported Data: After the import process is complete, users should verify that the imported data appears correctly in the POS system. This may involve spot-checking a sample of products to ensure that all details were imported accurately. 
• Update as Needed: In the future, users can continue to use the import tool to update product details in bulk as needed. This is particularly useful for managing large inventories or making changes to pricing or descriptions across multiple products. 

By utilizing the import tool, users can streamline the process of adding or updating product details in the SalesPlay POS system, saving time and reducing the risk of manual errors. If users encounter any difficulties or have questions about using the import tool, they can reach out to the customer support team for assistance. 

Access Category Management

SalesPlay Back Office main menu > Products > Categories

In SalesPlay POS, creating categories and subcategories is simple. You can easily add main categories and subcategories to organize their menu items effectively. Categorizing items enhances navigation, improves organization, and ultimately leads to a better customer experience. With a well-structured menu, both customers and staff benefit from increased efficiency and clarity in the ordering process.

Create modifiers

SalesPlay Back Office main menu > Products > Modifiers

A modifier is an additional option or customization that your customers can select to personalize a menu item according to their preferences or dietary requirements. It allows customers to make specific changes or additions to an item, enhancing their dining experience by providing flexibility and choice. For example, a modifier could be selecting the level of spiciness for a dish, adding extra toppings to a pizza, choosing a side dish for a main course, or specifying the cooking preference for a steak. These modifiers give your customers the ability to customize their orders to suit their individual tastes and needs.

Add Measurements

SalesPlay Back Office Main Menu > Products > Measurements

In SalesPlay, users have the flexibility to utilize various measurement types to accommodate different preferences and requirements. By default, SalesPlay supports measurement units such as grams (g), kilograms (kg), liters (l), pounds (lb), and meters (m). However, users also have the option to add additional measurement types to suit their specific needs.

2. Settings

2.1  Features

In SalesPlay, users can access a range of features in the settings menu to customize their experience and tailor the POS system to their specific needs. However, it's important to note that to utilize these features, users must first enable them and save the settings. This ensures that the changes made in the settings menu are applied effectively throughout the system.

2.1.1 Open Orders Feature: Save and Hold Receipts for Flexible Transactions

SalesPlay Back Office Main Menu > Settings > Features > Open Orders

The "Open Orders" feature provides the flexibility to save and hold receipts, allowing for seamless and efficient transactions, especially in dynamic ordering environments such as restaurants and cafes. Imagine a scenario where a customer at a supermarket or a restaurant decides to add more items to their cart or order. In such situations, cashiers can utilize the "Save" button to put the sale on hold, accommodating the customer's need for additional items without disrupting the billing process. Once the customer returns to complete their transaction, cashiers can easily recall the held receipt using the "Open Orders" button, located conveniently on the bottom. This feature streamlines the ordering process, enabling businesses to keep multiple orders open and editable until they are fully paid, enhancing customer satisfaction and operational efficiency.

2.1.2 Shift Management Feature: Efficient Tracking of Employee Shifts and Cash Transactions

SalesPlay Back Office Main Menu > Settings > Features > Shift Management

With the "Shift Management" feature, you can effectively track employee shift start and end times, as well as cash transactions, ensuring smooth operations and accountability.  Once the feature is enabled, users will gain access to a new option called "Drawer Reasons" in the settings section. By selecting the "Drawer Reasons" section and clicking on "Add Drawer Reasons," users can easily create and customize drawer reasons by entering the reason name and saving the changes. This feature enhances transparency and control over cash handling processes, allowing businesses to monitor and manage employee shifts and cash transactions with ease.

2.1.3 Time Clock Feature: Efficient Tracking of Employee Attendance and Working Hours

SalesPlay Back Office Main Menu > Settings > Features > Time Clock

SalesPlay Time Clock feature offers businesses a convenient solution for tracking employee attendance time and working hours effectively. With this option, employees can easily Clock-In at the beginning of their shift and Clock-Out at the end, streamlining the process of tracking their work hours. The Time Clock feature records employees' clock in and out times, allowing businesses to accurately calculate their total work hours. By utilizing this feature, businesses can ensure compliance with labor regulations, monitor employee attendance, and efficiently manage payroll processes.

SalesPlay Multipayment feature empowers businesses to accept payments in various methods, providing customers with flexibility and convenience during transactions. With this feature enabled, users can facilitate multi-payment transactions, allowing customers to split payments across different payment methods as needed. For instance, a customer can choose to pay a portion of their receipt using cash and the remaining balance using a card. This capability enhances the checkout experience, accommodating diverse customer preferences and payment scenarios. By enabling Multipayment, businesses can streamline their payment processes, increase customer satisfaction, and improve overall efficiency at the point of sale.

2.1.8 Alternative Currency Feature: Accept Payments in Different Currencies

SalesPlay Back Office Main Menu > Settings > Features > Alternative Currency  

SalesPlay Alternative Currency feature allows you to accept payments for sales in currencies other than the default currency. This flexibility enables you to cater to customers who prefer to pay in their local or preferred currency, enhancing the convenience and accessibility of the payment process. With this feature, you can seamlessly process transactions in alternative currencies, providing customers with a more personalized and convenient payment experience.

This capability is particularly beneficial for businesses operating in international or tourist-heavy areas, where customers may use different currencies for transactions. By offering the option to accept payments in alternative currencies, SalesPlay empowers you to broaden your customer base and improve customer satisfaction.

2.1.9 Notification Settings Feature: Stay Informed with Custom Alerts

SalesPlay Back Office Main Menu > Settings > Features > Notification Settings

Notification Settings feature enables you to receive alerts for various events, keeping you informed and in control of their operations. Users can manage their notification preferences conveniently within the system.

Email Address: Users can specify their email address to receive notifications directly to their inbox.

Daily Sales Summary: Receive daily summaries of sales activities, providing valuable insights into daily performance.

Low Stock Notification: Stay informed about low stock levels, ensuring timely restocking to prevent inventory shortages.

Login Alerts: Receive alerts whenever a user logs into the system, enhancing security and oversight of user activities.

Logout Alerts: Get notified when a user logs out of the system, allowing for real-time monitoring of user activity.

By configuring these notification settings, users can customize their alerts according to their preferences and operational needs, ensuring efficient management and oversight of their business processes.

KOT (Kitchen Order Ticket) Notes feature empowers you to send orders to the kitchen with more specific details, ensuring clear and accurate communication between front-of-house and kitchen staff. With this feature, you can include detailed instructions or special requests related to food preparation, cooking preferences, or any other specific requirements for each order. By providing kitchen staff with comprehensive information through KOT Notes, you can minimize errors, improve order accuracy, and enhance overall customer satisfaction. This capability is particularly valuable in busy restaurant environments where precise order communication is essential for delivering high-quality service. With SalesPlay KOT Notes, you can streamline your kitchen operations and ensure a seamless dining experience for your customers.