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Oolio Back Office

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 POS_{8 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 docket_{1 article}

Price Listsex: Create a 'Happy Hour' price list with discounted products between 4-6pm_{1 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

FeaturesAdd Features to your POS depending on your needs: KDS, CDS, Courses, Loyalty, Accounts, Multi Venues, Refunds, Table Management_{1 article}

Xero Integration_{4 articles}

Settings

Learn how to make relevant changes within Oolio POS's Settings Tab

OrganisationLearn how to set up or edit Organisation Details_{1 article}

Store DetailsUpdate End of Shift Details & Email to receive the Shift Summary_{1 article}

Sections & TablesLearn to create Sections & Tables with Oolio POS_{1 article}

AdjustmentsLearn how to create Discounts and/or Surcharges within Oolio POS_{2 articles}

Manage CashLearn how to manage Cash Float, Tips or Petty Cash with this option_{1 article}

DevicesCreate & Edit Devices and reassign Printers_{2 articles}

Device ProfilesCreate and Edit Profiles for each Device_{2 articles}

PrintersUnderstand how Printers work_{3 articles}

CheckoutEdit Cash Rounding and Enable or Disable Tips_{1 article}

Taxes_{1 article}

Payment TypesCreate or Manage new Payment Types_{1 article}

Sales ChannelsCreate or Manage Order Types_{2 articles}

PrintingCreate or Edit 'Printer Profiles' to assign to Products_{2 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}