Oolio Help Center

Oolio Back Office

Learn how to set up and use the features of your POS Back Office

37 articles

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}

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!

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

Create new Users in your Team with Permissions set to their Job Roles

Creating A New UserLearn how to create a new user within OOLIO Platform

Managing User RolesUnderstand and manager user roles within OOLIO Platform

Monitoring Time & AttendanceTo use the Clock in and Clock out function

Features & Integrations

Enable Features & Integrations that suit your Business type

FeaturesLearn how to enable each Feature within Oolio Backoffice_{4 articles}

Xero Integration_{4 articles}

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

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}

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

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