Guide · Getting started

How to find your way around WalnutPOS

By Tahseen Dar, founderPublished 3:00 video

The short answer

The sidebar on the left holds every part of the back office in groups, and the top bar takes you to your dashboard, Order Online, the POS and Settings, and shows which store you're working in. On the POS screen, Back Office takes you back, and on your phone you use the bar along the bottom and the menu button for everything else.

In this video

  1. 0:00Intro
  2. 0:11The sidebar
  3. 1:01The top bar
  4. 1:26The POS screen
  5. 1:58On your phone
  6. 2:21Recap

Step by step

Everything said in the video, chapter by chapter. Each time opens the video at that moment on YouTube.

0:00In this video, you'll learn your way around WalnutPOS: the sidebar, the top bar, the POS screen, and the layout on your phone.

The sidebar

0:14The sidebar on the left has an icon for each part of the back office. Hover over an icon to see its name. Or click the menu button at the top left, and the names appear. The icons come in groups. At the top: your account, your orders, and feedback.

0:30Next, your sales. Receipt shows every order as a receipt. Then reports, top performers, and menu engineering. Then your menu: categories, menu items, recipes, and discounts. Then stock, and your suppliers. Then money: accounting, spending, store credit, gift cards, and the cash drawer.

0:50Then people: your team, their schedules, and your customers. And last, store setup: your store, your tables, and your kitchen stations.

The top bar

1:05Click the logo at any time to come back to your dashboard. In the middle are four shortcuts: Dashboard, Order Online, POS, and Settings. On the right, this button shows which store you're working in. Click it to choose a store.

1:20Your initial opens a menu. Jump to the POS, come back to the Back Office, or log out.

The POS screen

1:30Click POS to open the screen you take orders on. On the left, you'll see your store's name, and who's signed in, with their role. Across the top: POS for taking orders, then customers, receipts, online orders, the kitchen display, and Back Office to go back.

1:48On the right, a green dot means you're online. When your printer is connected, it says Printer ready. Click Back Office to return to the back office.

On your phone

2:02On a phone, the back office has a bar along the bottom: Dashboard, Order Online, POS, and Settings. Tap the menu button for everything else in the sidebar. On the POS screen, the menu button lists the POS pages, and lets you switch store.

Recap

2:22To recap. The sidebar holds every part of the back office, in groups. Click the menu button to see their names. The top bar takes you to your dashboard, the POS, and Settings, and shows your store. On the POS screen, Back Office takes you back. And on your phone, use the bar along the bottom, and the menu button for everything else.

2:44Thanks for watching. In the next video, set up your business profile, and check your currency and VAT. Start free at walnutpos.com.

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