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Oolio Back Office

Learn how to set up and use the features of your POS Back Office
50 articles
Products
Create new Menus, Categories, Products, Modifiers, Courses, Price Lists, ...
ProductsLearn how to Manage Products within Oolio POS8 articles
Menus & CategoriesCreate, Organise & Style your Menu 4 articles
Options & ModifiersOptions that can be added to a product or several products (ex: cooking option for a steak)3 articles
CoursesSort your 'Starter / Mains / Desserts' automatically on the docket1 article
Price Listsex: Create a 'Happy Hour' price list with discounted products between 4-6pm1 article
Customers
Create & Edit your Regular Customers
Add Customers (Back Office)Learn how to add new customers in your Database from the Back Office
Set Up: AccountsSet up an Account for your Regulars & Private Functions from your Back Office
Sending Customer StatementsYou can send statements to customers for their on account orders!
Loyalty
Reward your regular customers with a free product or discount (ex: buy 9 get 1 free)
Set up LoyaltyLearn how to Reward your Loyal Customers
Users
Create new Users in your Team with Permissions set to their Job Roles
Create Users & PermissionsAdd new users to your POS
Monitoring Time & AttendanceTo use the Clock in and Clock out function
Features
Enable Features & Integrations that suit your Business type
Settings
Learn how to make relevant changes within Oolio POS's Settings Tab
OrganisationLearn how to set up or edit Organisation Details1 article
Store DetailsUpdate End of Shift Details & Email to receive the Shift Summary1 article
Sections & TablesLearn to create Sections & Tables with Oolio POS1 article
AdjustmentsLearn how to create Discounts and/or Surcharges within Oolio POS2 articles
Manage CashLearn how to manage Cash Float, Tips or Petty Cash with this option1 article
DevicesCreate & Edit Devices and reassign Printers2 articles
Device ProfilesCreate and Edit Profiles for each Device2 articles
PrintersUnderstand how Printers work3 articles
CheckoutEdit Cash Rounding and Enable or Disable Tips1 article
Taxes1 article
Payment TypesCreate or Manage new Payment Types1 article
Sales ChannelsCreate or Manage Order Types2 articles
PrintingCreate or Edit 'Printer Profiles' to assign to Products2 articles
Other → Refund ReasonsCreate and Understand 'Refund Reasons' 1 article
Other → Reporting GroupsCreate 'Reporting Groups' to categorise your Products and understand your Sales. (ex: 'alcoholic beverages', 'non-alc. beverages', 'lunch menu', ...) 1 article