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Oolio Front of House
Learn how to set up and use the features of your POS
41 articles
Users ( Team Members )
Clock In / Out, Switch Users, Switch to Office, ...
Use ' Manage Cash & Money In/Out ' in POSCreate cash events such as: Petty Cash, Floats, Tips, ... to better understand your cash expenses
Switch to Office ( from POS )Learn how to get to the Back Office from your POS
Switch Users in POSEasily Switch Users in your POS
Customers
Create / Edit Customers, Enroll in Loyalty, Set up Accounts & take payments later, ...
Add / Edit Customers (POS)Learn how to add new customers in your Database from the POS
View CustomersAccess your customers database from POS or Back Office
Using Loyalty in POSLearn how to use rewards with your Customers
Using ' Accounts ' in POSSet a Tab for your customers they can pay later
Taking Orders
Take / Edit / Void Orders, use Variants & Modifiers, change Order Types, use: Courses, Seat Covers, apply: Discounts or Surcharges, ...
Order & Pay On Your POSGetting to know your POS App, from taking orders to taking payments
Order History: Completed OrdersView, Reprint, Refund, Resend your Paid Orders
Open OrdersWhere Orders are held when pressed ' SEND '
Change Order Type (POS)Switch from/to: Dine In, Takeaway, Pick-Up, Delivery, … in your POS
Bistro Mode & Course ManagementLearn how you can use your Bistro Mode with your Course Management feature
Bistro Mode & Seat Management
Using ' Course Management ' in POSHave your Entrees, Mains & Desserts automatically separated on the kitchen docket for a better productivity
Using ' Seat Management ' in POSLearn how to Create & Use ' Cover Numbers ' on your Dine In orders
Placing Takeaway Orders in POSLearn how to add a pop-up note on your Takeaway Orders
Placing Pickup Orders in POSLearn how to add a pop-up note on your Pickup Orders
Bistro Mode: Hold dockets, take payments & print all orders at onceOrder and pay for orders separately and send one docket to the kitchen for the whole group
Taking Payments
By: Card, Cash & other Payment Types, Split Payments, Refunds, add Tips, ...
Payment Type AdjustmentsApplying adjustments at time of payment
Split Bill: By Amount, Product, Seat, EquallySplit bills can be paid by: Items ordered, Amount, Seat number or Equally
How To Open Your Cash DrawerOpen your Cash Drawer
Remove Function Deposit From BillWhen a group has payed a deposit and you would like to cash it off the bill
Processing A RefundThis article will demonstrate how to complete various types of refunds from Oolio POS.
Table Management ( for Dine In )
Access your Floor Plan, Stats, Merge & Transfer tables, Edit your Floor Plan, ...
Transfer A Table In "Floor View"Transfer a table to another available one
Access Floor View on POSAccess your Floor Plan from your POS
Merging TablesTransfer 1 table to another with all its items
Function Map: Open TableOpen a table from the Cart View
Troubleshoot Issues
Printer issues, Card Terminal not connecting, Cash Drawer not opening, ...
How To Report An Issue While Using POS
How To Upgrade The POS APP
How To Downgrade The App Version